New to QB and struggling with a budget. I need to create a budget for a client showing the tax year and not the financial year. How do I do this?

Let me impart a few details on this so you can create a budget and show it to your client for your tax year, Kerri.

In QuickBooks Online (QBO), you can create budgets based on your accounting data setup and ensure that the period date is set from January to December. 

To create a budget, here's how:

1. Go to the Gear Icon, and Under the Tools column, select Budgeting.
2. Select Create a budget.
3. Select your preferred budget type, and budget format and click Next.

In addition, to adjust your fiscal year, first month of income tax year, and accounting method. Follow the steps below:

1. Go to the Gear icon.
2. Under Your Company column, click Account and Settings.
3. On the left side of your screen, look for Advanced. 
4. In the Accounting row, click the pencil icon located on the right side. 
5. Choose your preferred First month of fiscal year by clicking the dropdown button. 
6. Select your First-month income tax year by clicking the dropdown button. 
7. Press Save. 

To know more about budgets, you can visit this article:  Create budgets in QuickBooks Online. 

I'll also add this article to guide you set budget targets for each class, enabling you to plan for every segment of your business: Set budget targets for each class in QBO

Please let me know if there's anything that I can help you with in creating budgets in QBO. You can drop your reply below, Kerri. I'll get back to assist you.