{"id":2306,"date":"2020-07-10T16:58:03","date_gmt":"2020-07-10T16:58:03","guid":{"rendered":"https:\/\/www.quickbooksupport.net\/blog\/?p=2306"},"modified":"2020-07-10T16:58:10","modified_gmt":"2020-07-10T16:58:10","slug":"call-quickbooks-desktop-support-and-know-how-to-prep-for-taxes-in-quickbooks","status":"publish","type":"post","link":"https:\/\/www.quickbooksupport.net\/blog\/2020\/07\/10\/call-quickbooks-desktop-support-and-know-how-to-prep-for-taxes-in-quickbooks\/","title":{"rendered":"Call QuickBooks Desktop Support and know how to prep for Taxes in QuickBooks"},"content":{"rendered":"<p style=\"text-align: justify;\">In this article you will learn how to Prep for taxes and get your clients ready for tax season. To know more, contact QuickBooks Desktop Support.<\/p>\n<p style=\"text-align: justify;\"><strong>Step 1: Opening Prep for the tax season<\/strong><\/p>\n<p style=\"text-align: justify;\"><strong>To open Prep for taxes, there are two ways :<\/strong><\/p>\n<ul style=\"text-align: justify;\">\n<li>Go to the Clients tab if you\u2019re in QuickBooks Accountant. Look for your client and \u00a0then from arrow drop-down in the Actions column click on Prep for taxes.<\/li>\n<li>Select Prep for taxes from the Accountant Toolkit if you\u2019re working in a specific client\u2019s QuickBooks account.<\/li>\n<li>QuickBooks Accountant &#8211; The Accountant Tool kit.<\/li>\n<li>Every client has their Prep for taxes page dedicated for them.<\/li>\n<\/ul>\n<p style=\"text-align: justify;\"><strong>Step 2: Making adjusting entries as required<\/strong><\/p>\n<ul style=\"text-align: justify;\">\n<li>To make adjusting journal entries, Prep for taxes has everything you\u2019ll need.<\/li>\n<li>Without changing the original record, you can use them to adjust transaction totals amongst the other uses. These can be referred as amendments.<\/li>\n<\/ul>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"wp-image-2307 aligncenter\" src=\"https:\/\/www.quickbooksupport.net\/blog\/wp-content\/uploads\/2020\/07\/3-4-300x169.jpg\" alt=\"https:\/\/www.quickbooksupport.net\/\" width=\"820\" height=\"462\" srcset=\"https:\/\/www.quickbooksupport.net\/blog\/wp-content\/uploads\/2020\/07\/3-4-300x169.jpg 300w, https:\/\/www.quickbooksupport.net\/blog\/wp-content\/uploads\/2020\/07\/3-4-768x432.jpg 768w, https:\/\/www.quickbooksupport.net\/blog\/wp-content\/uploads\/2020\/07\/3-4-1024x576.jpg 1024w, https:\/\/www.quickbooksupport.net\/blog\/wp-content\/uploads\/2020\/07\/3-4.jpg 1920w\" sizes=\"auto, (max-width: 820px) 100vw, 820px\" \/><\/p>\n<p style=\"text-align: justify;\"><strong>Follow the steps to make an adjusting entry:<\/strong><\/p>\n<ul style=\"text-align: justify;\">\n<li>Select the briefcase (Accountant Tools) icon from your client\u2019s QuickBooks accountant company\u00a0 and then click on Prep for taxes.<\/li>\n<li>Now, you need to expand the list of accounts and then find the account on the list.<\/li>\n<li>Select Make adjustment from the Actions column.<\/li>\n<li>Keep a track of your work done.<\/li>\n<li>To each account, you can attach notes and source documents.<\/li>\n<li>Select the small arrow icon from the Actions column.<\/li>\n<li>Click on Manage attachments or Add note.<\/li>\n<li>For your easy reference, clickable icons will appear next to each account.<\/li>\n<li>Make changes in the accounting method view.<\/li>\n<li>To make your review easier, you can toggle between accounting method views. By doing this you do not affect your client\u2019s settings or view in QuickBooks.<\/li>\n<li>Click on the pencil icon at the top.<\/li>\n<li>Between Cash basis and Accrual basis, toggle.<\/li>\n<li>Get a complete list of transactions and dive into a specific account:<\/li>\n<li>Again, expand the list of accounts you have.<\/li>\n<li>From the column for the current year, select the account total .<\/li>\n<\/ul>\n<p style=\"text-align: justify;\">To know more on how to Prep for taxes and get your clients ready for tax season in QuickBooks Desktop, call on our <a href=\"https:\/\/www.quickbooksupport.net\/\"><strong>QuickBooks desktop support number<\/strong><\/a>. You can also write to us at <strong><a href=\"mailto:support@quickbooksupport.net\">support@quickbooksupport.net<\/a><\/strong> . For more information visit &#8211;\u00a0<strong><a href=\"http:\/\/www.quickbooksupport.net\">www.quickbooksupport.net<\/a> <\/strong>.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>In this article you will learn how to Prep for taxes and get your clients ready for tax season. To know more, contact QuickBooks Desktop Support. Step 1: Opening Prep for the tax season To open Prep for taxes, there are two ways : Go to the Clients tab if you\u2019re in QuickBooks Accountant. Look [&hellip;]<\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[16],"tags":[58,166,57,117,42],"class_list":["post-2306","post","type-post","status-publish","format-standard","hentry","category-quickbooks-support-2","tag-quickbooks-desktop-support","tag-quickbooks-desktop-support-number","tag-quickbooks-help","tag-quickbooks-helpline-number","tag-quickbooks-phone-number"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v19.10 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Call QuickBooks Desktop Support and know how to prep for Taxes in QuickBooks - Call Quickbooks Support<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.quickbooksupport.net\/blog\/2020\/07\/10\/call-quickbooks-desktop-support-and-know-how-to-prep-for-taxes-in-quickbooks\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Call QuickBooks Desktop Support and know how to prep for Taxes in QuickBooks - Call Quickbooks Support\" \/>\n<meta property=\"og:description\" content=\"In this article you will learn how to Prep for taxes and get your clients ready for tax season. 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