I want to ensure you're able to tax data from QuickBooks Self-Employed to TurboTax, @chelseazotta.
You can prepare and transfer your tax documents from January to April.
Before sending your information to TurboTax Self-Employed, review and enter everything in QuickBooks. Your tax information can only be sent to TurboTax once. It will not transfer automatically if you update new or missing information later. However, you can still manually enter it in QuickBooks and TurboTax.
If you upgraded to the Tax Bundle, make sure you log in to TurboTax and QuickBooks Self-Employed with the same account. Filing fees are covered by your bundle subscription.
Find out what QuickBooks won't let you export. Certain deductions in QuickBooks aren't exported to TurboTax. TurboTax or your tax preparer can assist you in determining which deductions you should claim.
Once you're ready to transfer tax information to TurboTax, follow this: Send QuickBooks Self-Employed tax info to TurboTax Self-Employed or Live.
Feel free to keep us updated if you have other concerns about taxation or QuickBooks. We're always here to help. Take the best care!
