how do I deliver write off information that is organized in my quickbooks selfemployed account to my tax person?

want to send organized write off information to my tax person, how do i do that?


Hello there, mpstouppe,

I'm here to guide you on how to send the data to your tax person.

To start, please make sure your transactions were properly categorized so the data you're going to send to him/her is accurate.

You can share  2 sets of reports to your tax person. It's the Tax summary and the Tax details report. You can email or download these reports by performing the steps below:

  1. Go to the Reports menu.
  2. Select which report to pull up.
  3. Click the drop-down arrow, then choose to Download or Email the files.

Please refer to the screenshots for your reference. You can also visit this article to know more details in sending information: Sending Info to Accountants.

You also have the choice to download or email the Profit and loss and your Receipts depending on your tax person's preference.

Let me know if you have other concerns about sending transactions in QBSE. I'm just around if you need help.

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