How to Pull 2024 Tax Data from QuickBooks Self-Employed

As a freelancer, contractor, or small business owner, tracking your taxes accurately is essential. QuickBooks Self-Employed (QBSE) makes it easier to manage income, expenses, and tax reporting, but many users struggle with accessing previous years in QuickBooks Self-Employed or finding old reports.

In this guide, we’ll show you step by step how to find old tax data QuickBooks Self-Employed, generate reports like the Schedule C, and prepare for your QuickBooks Self-Employed 2024 taxes. Whether you need to retrieve old income and expenses QBSE, pull prior year reports QBSE, or export tax data from QuickBooks Self-Employed, this guide has you covered.

For personalized help, call us at 844-753-8012.

Why You Might Need Old Tax Data in QuickBooks Self-Employed

You may be wondering:

• “How do I see last year in QuickBooks Self-Employed?”
• “QuickBooks Self-Employed previous tax year — how do I access it?”
• “Where is prior year tax info in QBSE?”

There are many reasons to pull prior year data:

1. Filing Corrections: If you need to amend prior-year returns.
2. Loan Applications: Banks often ask for previous years’ income.
3. Business Analysis: Compare year-over-year performance.
4. Audit Preparation: Quick access to historical tax reports can save time.

Also Read: How to Fix Duplicate W-2 Forms Filed Electronically in QuickBooks Desktop

Step 1: Log in to QuickBooks Self-Employed

Before pulling reports, log in to your account:

1. Go to QuickBooks Self-Employed login
2. Enter your credentials
3. Navigate to your dashboard

Note: Ensure your subscription is active. Some features may be restricted for inactive accounts.

Step 2: Access Previous Years in QuickBooks Self-Employed

To access your QuickBooks Self-Employed previous year data:

1. Click on Taxes from the dashboard
2. Use the Year Dropdown in the top-right corner
3. Select the year you want to review (e.g., 2024 or earlier)

This updates your dashboard to display:

• Income and expenses for the selected year
• Estimated self-employment taxes
• Quarterly tax payments

Tip: If the year you need isn’t visible, verify your account activity during that year.

Step 3: Pull QuickBooks Self-Employed Tax Reports

Once you’ve selected the correct year, you can generate several key reports.

1. QuickBooks Self-Employed Tax Summary Report

1. Navigate to Taxes → Tax Summary
2. Select the year
3. Download as PDF or Export CSV

The tax summary report shows:

• Total income
• Total expenses by category
• Estimated self-employment taxes

This is useful for filing your taxes or providing your accountant with a summary.

2. QuickBooks Self-Employed Schedule C Report

For detailed reporting:

1. Go to Taxes → Schedule C
2. Choose the year you want
3. Review income and expense categories

This report is required when filing your Schedule C with the IRS.

3. Export Tax Data from QuickBooks Self-Employed

To save or share your tax data:

1. Open Reports → Export
2. Select PDF or CSV
3. Save the file locally or share with your accountant

This allows you to retrieve old income and expenses QBSE or pull prior year reports QBSE efficiently.

Step 4: Review Your 2024 Taxes in QuickBooks Self-Employed

After generating reports for QuickBooks Self-Employed 2024 taxes:

• Verify all transactions are categorized correctly
• Ensure your bank and credit card transactions match
• Confirm quarterly tax payments are accurate

Pro Tip: Use the Tax Summary Report to double-check self-employment taxes before filing.

Step 5: How to File Taxes with QB Self-Employed

QBSE simplifies filing:

1. Confirm your income and expenses are accurate
2. Navigate to Taxes → File Taxes
3. Follow the on-screen instructions for federal and state filing
4. Download or print completed forms for your records

Note: QBSE auto-populates forms like Schedule C and Schedule SE, but always double-check totals.

Step 6: Export and Save Your Tax Data for Future Years

Once your 2024 tax reports are ready:

• Save PDFs or CSVs in a secure location
• Clearly label by year to make accessing previous years in QuickBooks Self-Employed easy

Tip: Consider cloud storage for safety and convenience.

Step 7: Tips for Smooth Tax Reporting in QuickBooks Self-Employed

• Track expenses continuously: Categorize every transaction for accurate reporting
• Link your bank accounts: Ensures automatic transaction capture
• Reconcile monthly: Reduces errors in your tax summary
• Review prior year reports: Prevents duplicate entries or miscategorized income

Step 8: Common Questions About QuickBooks Self-Employed Tax Reports

Here are some common queries users have:

• “How do I see last year in QuickBooks Self-Employed?”
• “Can I go back to previous years in QuickBooks Self-Employed?”
• “How to download old tax summary from QB Self-Employed?”
• “How to get 2024 tax report from QuickBooks Self-Employed?”
• “Where is prior year tax info in QBSE?”

All of these can be answered by using the Year Dropdown in the Taxes section and exporting Tax Summary or Schedule C reports.

Step 9: Key Reports in QuickBooks Self-Employed

Step 10: Contact Expert Support Report	Purpose	Export Options	Keywords Targeted
Tax Summary Report	Overview of income, expenses, and taxes	PDF, CSV	QuickBooks Self-Employed tax summary report, export tax data from QuickBooks Self-Employed
Schedule C Report	Detailed breakdown of income/expenses	PDF, CSV	QuickBooks Self-Employed Schedule C report
Profit & Loss	Snapshot of business performance	PDF, CSV	QuickBooks Self-Employed tax reports
Quarterly Tax Estimates	Check estimated payments	PDF	QuickBooks Self-Employed 2024 taxes

Step 10: Contact Expert Support

If you’re unsure how to pull prior year reports QBSE, retrieve old income and expenses QBSE, or need help exporting QuickBooks Self-Employed 2024 taxes, call 844-753-8012 for personalized assistance.

Our experts can guide you through exporting tax summaries, Schedule C reports, and other historical data quickly and accurately.

This guide ensures you can access previous years in QuickBooks Self-Employed, generate QuickBooks Self-Employed tax reports, and confidently manage your 2024 taxes. By following these steps, you’ll have all your historical tax data at your fingertips and ready for filing.

Frequently Asked Questions (FAQ)