Quick Guide: Electronic filing
Quick Guide: Electronic filing
With Enhanced Payroll, you can file your payroll tax forms with the IRS and most state tax agencies electronically through QuickBooks.
The rules around filing tax forms electronically--also called e-filing--vary by agency. You can check Intuit's Payroll Tax Compliance web site to determine agencies' rules for:
? Whether or not they require e-filing (some no longer accept mailed paper forms) ? Whether they allow e-filing through third-party software like QuickBooks ? Whether you must enroll with them before you submit your first e-filing ? Whether they require you to also use e-pay if you choose to e-file
Setting up e-filing in QuickBooks and enrolling with agencies
1. From the File Forms tab in the Payroll Center, click Start Filing Electronically in the Other Activities area at the bottom of the page.
The Payroll Setup interview opens in a special Taxes section.
2. Click Continue and follow the on-screen instructions.
The Payroll Setup interview walks you through each of the payroll tax forms you need to file.
3. For each form, indicate whether you want to e-file the form or print and mail it, and click Next until you reach the last form (then, click Finish).
4. Review the list of forms and the filing methods you've selected. Then click Continue.
The Payroll Setup interview now walks you through the enrollment process for each agency where you've chosen to e-file. Note that not all agencies require enrollment.
5. Follow the instructions to enroll with each agency, clicking Next to move from screen to screen.
Tip: Be sure to record any login credentials or PINs that you create or are assigned during this process. For example, the IRS will assign you a 10-digit PIN. You'll need these credentials later when you e-file.
6. When you've completed all the enrollment steps, click Finish to leave Payroll Setup.
E-filing a payroll tax form
Once you've set up e-filing in QuickBooks and enrolled with the agencies, follow these steps to e-file a payroll tax form:
1. From the File Forms tab in the Payroll Center, choose the form you want to file and click File Form.
2. Choose your filing period, and click OK.
QuickBooks Payroll Quick Guides
1
Electronic Filing
3. Complete the interview (if there is one), review the completed form, and click Check for Errors. You must correct any errors that QuickBooks finds before QuickBooks lets you e-file the form.
4. Print a copy for your records, and then click Submit Form.
5. Click E-File, and follow on-screen instructions, providing your agency log-in credentials (if required).
Check the status of your e-filing
As soon as you've e-filed your tax form through QuickBooks, you can see the status of that filing.
1. From the File Forms tab in the Payroll Center, click the E-Filing tab in the Filing History area.
2. Find the form you e-filed and look at the Status column for the form.
Submitted to Intuit indicates that you have submitted this form through QuickBooks for e-filing.
Submitted to agency indicates that Intuit has e-filed the form with the agency on your behalf.
Agency accepted indicates that the agency has received and accepted the e-filed form. It might take a day or two for the agency to process and acknowledge e-filings. In addition, you should receive a confirmation email, which can be used as proof that you e-filed the form.
Agency rejected indicates that the agency has received the e-filed form but has rejected it. For information on why the form was rejected, click the Agency rejected link in the Status column and the View link in the Audit Trail column for the form.
Tip: If you aren't seeing any change in the E-Filing table, you can refresh it by clicking the Refresh link.
QuickBooks Payroll Quick Guides
2
Electronic Filing
................
................
In order to avoid copyright disputes, this page is only a partial summary.
To fulfill the demand for quickly locating and searching documents.
It is intelligent file search solution for home and business.
Related download
- electronic filing and payment waiver request
- quick guide electronic filing
- irs e file frequently asked questions
- file electronically netfile
- 2019 instruction 1040 free file
- 2015 form 1040 e file your income tax return now free
- 2019 form 4868 internal revenue service
- how to file the fbar electronically
- electronically file your taxes for free
- electronic filing for taxpayer s living abroad
Related searches
- sba quick reference guide 2019
- python quick reference guide pdf
- python quick guide pdf
- form 941 electronic filing and payment
- quick reference guide template word
- electronic filing los angeles superior
- quick start guide iphone 11
- irs form 990 n electronic filing system
- form 990 n electronic filing e postcard
- oge 450 electronic filing army
- electronic filing of 941
- electronic case filing federal court