How to create an export file from Quickbooks for tax purposes and upload to your client portal. If you need help, please contact us and we will walk you through this process.
1) Open your Quickbooks program
2) From Quickbooks, Select "Reports" then "Accountant and Taxes" then "Income Tax Summary".
3) Click "Print"
4) Select "File"
5) Select "ASCII text file"
6) Enter a filename not longer than 8 characters and no spaces. (example: company name-income summary-tax year)
7) Save to a location on your computer that is easy for you to find.
8) Upload or Attach this file to your accountant.
