QuickBooks : What Steps Must be Taken to E-File?
In this tutorial, we will learn about the steps that must be taken by the user to e-file.
To create and submit your 941, 944, or 940 payroll tax forms as a Reporting Agency:
Open QuickBooks, select Employees >Payroll Center
Select the File Forms tab and click the desired form.
Select Create Form.
Please note that there are 2 selections for each form. To e-file for your clients as a Reporting Agent, choose the form that includes (for Reporting Agents) in the title.
When you have completed entering and reviewing the required information, click the Submit For button on the lower portion of the form.
- If you get an error message that your payroll tax form contains errors, fix all errors.
- When there are no errors, the Print/E-File window is displayed when you click Submit Form.
Choose the E-File Federal Form. The login screen is displayed.
Input the required information, including your EFIN and PIN.
Ensure that the “Remember my information for next time” checkbox is selected. It will save the information and auto-populate the fields in the future.
- Select the Submit button.
- Your filing will be sent directly to the IRS for processing.