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cherry12
April 13, 2024
Question

Hi i'm having problem sending my data from quickbooks self employed to turbotax . i followed the steps where i have to do the Tax Checklist but it didnt seem to work

  • April 13, 2024
  • 1 reply
  • 0 views
i followed this exact steps in link:
 https://ttlc.intuit.com/turbotax-support/en-us/help-article/import-export-data-files/send-quickbooks-self-employed-tax-information/L5H8MK9l0_US_en_US

but when i clicked submit to turbotax it was just loading so i refreshed it but i don't think it was sent to turbotax but when i try to look for the Tax Checklist again to attempt to resend it it's already gone

1 reply

J
JamaicaA
April 13, 2024

You're following the correct reference, cherry12. I have a few troubleshooting steps to help you verify if you've sent the data to Turbotax successfully.

 

The missing Tax Checklist might be related to an outdated stored cache that can affect the program's performance. To check if this is the case, let's access your QuickBooks Self-Employed account through a private window using the keyboard shortcuts below: 

 

  • Safari: Command + Shift + N 
  • Google Chrome: CTRL + Shift + N 
  • Mozilla Firefox or Microsoft Edge: CTRL + Shift + N 

 

Once you're signed in, look for the Tax Checklist again. If it works, clear your browser's cache to ensure the program runs smoothly. However, if the issue persists, switch to other supported browsers to get the best experience with QuickBooks.

 

If this doesn't resolve the issue, I recommend contacting our QuickBooks Self-Employed Support. They're supplied with tools and can submit a ticket to our engineering team if necessary.

 

Here's an article to help you get ready with filing your taxes: QuickBooks Self-Employed annual tax guide.

 

Furthermore, you may refer to this link for the IRS' announcement about processing taxes: 2024 tax filing season.

 

Please let me know how the resolutions above work. I'm always here if you have any other concerns about sending your data to Turbo Tax from the Self-Employed version. Take care.

C
cherry12Author
April 13, 2024

thank you for your reply. i tried doing what you suggested. i first cleared all my cache before attempting it. i did the ctrl  shift + n on fire fox and it brought me to a chat message box which has already ended. i tried it on chrome and it did bring me to a private window but i still don't see the Tax Checklist anymore

I
IrizA
April 13, 2024

Thank you for updating and getting back here in this thread, cherry12. 

 

In QuickBooks Self-Employed (QBSE), you'll see the Tax Checklist on the upper side of your screen. Since you mentioned that you're unable to view it, you can follow the steps below:

 

  1. Go to the Home tab. 
  2. Remove the app/home on the URL, and change it to tt/export or click this link https://selfemployed.intuit.com/home#/tt/export. 
  3. You'll be routed to the Tax checklist page to send your data to TurboTax. 

 

Additionally, please check your TurboTax account to see if you successfully sent the information. If it wasn't successful, and access to the Tax Checklist is still unavailable, I recommend contacting our support team. This way, they can investigate why this is happening on your account and then provide you with some explanation regarding this. 

 

Here's how: 

 

  1. In your QBO account, select Help (?). 
  2. Choose the Search tab.
  3. At the bottom of your screen, click Contact Us.  
  4. Type your concern. Then click Continue. 
  5. You may choose Callback, Appointment, or Chat, as your way to connect with us. 
  6. Kindly fill out the provided fields, such as your First name, Last name, Email address, and Phone number. 
  7. Depending on what you choose as your way to connect with us, click Callback, Schedule an appointment, or Chat. 

 

 

I'll leave this material for you to use as a guide when you get your self-employed tax info into TurboTax Self-Employed or TurboTax Live: Send QuickBooks Self-Employed tax info to TurboTax Self-Employed or Live. 

 

You can also send QuickBooks Self-Employed tax data to TurboTax Self-Employed using different sign-in info in case you need to use the same sign-in info for both accounts. 

 

The Community is always open for any inquiries or updates you may have as you access the Tax Checklist and send information to your TurboTax. Please feel free to post it or leave your concerns in the comment section. We will be right here to help. 

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