Self-Employed Turbo Tax Bundle

So I won’t have to pay $150 on turbo tax to do my self employed taxes at the end? Is that what this bundle includes? Let’s say I pay for it each month, I’ll have a free filing (annual return) each year? I’ll be able to easily file my taxes with this bundle?

I can share some information about having our bundle subscription, @perrysrenovation. 

You can file jointly if you only need one schedule C and submit one 1040-ES form.

A QuickBooks Self-Employed account can only generate one schedule C and submit one 1040-ES form. In your Tax Profile, you can set it as married and filing jointly.

Here's how to update your tax profile:

1. Go to the Gear icon (⚙) and proceed to the Tax profile.
2. In the Tax settings drop-down, select the tax year.
3. Update all the necessary information.
4. Click on Save.

See this article for more information: Review your tax profile in QuickBooks Self-Employed.

If you subscribe to our Tax bundle, you can make online payment for federal estimated quarterly taxes. Also, e-file one state and one federal return without filing fees. 

Also, you can only sync your existing TurboTax Self-Employed and QuickBooks Self-Employed account if you use same log-in credentials for both accounts.

Check these articles for more information:

• Upgrade to the QuickBooks Self-Employed and TurboTax Self-Employed bundle
• Send QuickBooks Self-Employed tax info to TurboTax Self-Employed or Live

Let me know if you still have follow-up questions about your account and or anything else. I'm always here to assist. Keep safe and have a great rest of the day!

I'd be glad to assist you connect and send QuickBooks Self-Employed tax info to TurboTax, @JME.

Before exporting your tax information from QuickBooks Self-Employed to TurboTax, ensure that both accounts are connected for it to work. Make sure also to review the information before you send them to TurboTax.

Here's how:

1. Log in to QuickBooks Self-Employed. Don’t enter any information in TurboTax before you import it.
2. Choose the Tax Checklist.
3. Select Review final tax summary.
4. After reviewing the information, choose Send to TurboTax in the bottom right of the screen.
5. Click It's OK to send my info to send your information to TurboTax.

Take note as well that you can only send data from QuickBooks Self-Employed to TurboTax Self-Employed if you use the same sign-in info for both accounts.

But if you use a different user name and password to sign in to TurboTax Self-Employed, feel free to check this article for a few options you can choose to fix it: Send QuickBooks Self-Employed tax data to TurboTax Self-Employed using different sign-in info.

You can also consider reading this article to learn more about QuickBooks Self-Employed and Turbo Tax: Upgrade to the QuickBooks Self-Employed and TurboTax Self-Employed bundle.

Feel free to post an update in the comments section if you need further assistance. I'll be here to lend a helping hand. Have a lovely weekend.

I've got you covered, @portillosc.

You will automatically have a free QuickBooks Self-Employed subscription for a year, once you use TurboTax Self-Employed in filing your taxes. The subscription lasts until April 30 of the next tax year. For more info, see this article: Subscription of QuickBooks Self-Employed. To verify your subscription details, I suggest reaching out to our live support team. They have tools to check your account and give more info about your subscription. 

Follow these steps to connect with them:

1. In QuickBooks, go to Assistant and type the brief details of your concern.
2. Then enter, Talk to a human. 
3. Input again your concern and click I still need a human.
4. Choose either Message an agent or Get a callback.

Also, I've added this helpful article that will provide answers from FAQs when using QuickBooks Self-Employed. Please head to the QuickBooks Self-Employed Overview page. 

Feel free to get back here if you have further QuickBooks concerns. I'm always here to help you. Have a good one.

Thanks for joining in this thread, Kevincortez. I'd b glad to provide you the details on how you can pay for the bundle subscription.

With the Self-Employed Turbo Tax Bundle, you can send your federal taxes for the annual filing in TurboTax and it comes for free with the subscription.

You can follow the steps below to upgrade and pay for the said package account:

1. Click the Profile ⚙ icon and then Billing info.
2. Look for the TurboTax logo and select Get our Tax Bundle.
3. Select Subscribe now or Switch Now.
4. Follow the steps to add your payment info.
5. Select Subscribe to bundle.
6. Hit Done.

Once done, ensure that both accounts (QuickBooks Self-Employed and TurboTax) are connected and review the information before you sending them. To get more details about this process, here's an article for your reference: Send QuickBooks Self-Employed tax info to TurboTax Self-Employed or Live. This will give steps on how to evaluate your checklists as well as other links to help you file your taxes.

Feel free to post an update in the comments section or if you need further assistance with paying the bundle subscription. I want to make sure you can file your federal taxes in the future without any errors. I'll be here to lend a helping hand if anything may arise. Have a lovely week!

Thanks for subscribing to our QucikBooks Self-Employed TurboTax Bundle, wendymiller3. 

Everything you need to about QucikBooks Self-Employed TurboTax Bundle and managing taxes including how QBSE calculates your taxes and what you'll need to do with a tax return can be found in the following articles:

• QuickBooks Self-Employed annual tax guide
• Manage taxes and forms with QuickBooks Self-Employed FAQ
• Send your tax info to TurboTax Online (Self-Employed or Live)

You can also visit our Taxes page for more insight about managing taxes in QuickBooks. This will provide you all the articles you need about processing, adding, and managing your taxes. 

The Tax Bundle is a subscription for both QuickBooks Self-Employed and TurboTax Self-Employed. This gives you an easy way to send your Schedule C data to TurboTax so you can file your taxes. Also, the bundle subscription will waive the federal filing fees, plus one state return. For this to work, make sure to use the same username and password as you log in to both your QuickBooks Self-Employed and TurboTax Self-Employed accounts. For more information about the QuickBooks Self-Employed + TurboTax Bundle, you can visit this article: QuickBooksTax Bundle and how to upgrade.

I'm just one post away if you need a hand with running your tax reports or any QBSe related. I'll be here to ensure your success. Have a great weekend. 

I got your back, @mthann.

To isolate the issue, you can perform basic browser troubleshooting steps to determine if it is a browser-related problem.

Let's start with accessing your QuickBooks Self-Employed (QBSE) account on an incognito mode to have a clean slate. Private browsers do not store cache and data files that might cause issues when running websites. Below are the shortcut keys you can use:

• Google Chrome: Ctrl + Shift + N
• MS Edge and Firefox: Ctrl + Shift + P
• Safari: Command + Shift + N

Once signed in, start our TurboTax return again. If this works, clear the cache of your regular browser. This will remove old files to refresh the background processes of your browser. If the same thing happens, you can use another supported browser. To optimize your QBSE experience, we always have to ensure that your system meets the required requirements to run the program.

However, if the issue persists, I highly recommend reaching out to our Customer Care team. They use specific tools to pull up your account and check your subscription status. They can also provide additional steps to resolve the issue so you can file your TurboTax return.

Also, running reports to get your federal estimated quarterly tax payment and annual tax info is easy in QBSE. To get started, please see the instructions in this article: Get quarterly and annual tax info from QuickBooks Self-Employed.

I'm always around if you have any other concerns about processing your TurboTax return. Don't hesitate to add a comment below. Take care.

Let me share what I know and make sure we address your concerns for today, elmo6215.

The Tax Bundle is a subscription for both QuickBooks Self-Employed and TurboTax Self-Employed. This allows you to easily send your Schedule C data to TurboTax so you can file your taxes.

Additionally, the bundle subscription will waive the federal filing fees, plus one state return. Just make sure to use the same username and password as you log in to both your QuickBooks Self-Employed and TurboTax Self-Employed accounts.

For more details about the bundle subscription, you can check out this article: Upgrade to the QuickBooks Self-Employed and TurboTax Self-Employed bundle.

I also suggest contacting our Support Team to help you check your account and review those charges.

Feel free to let me know if you still have follow-up questions or any tax-related concerns. I'm always here to help. Have a great day!