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:


Step 1:

Open QuickBooks, select Employees >Payroll Center

Step 2:

Select the File Forms tab and click the desired form.

Step 3:

Select Create Form.
QuickBook -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.

Step 4:

When you have completed entering and reviewing the required information, click the Submit For button on the lower portion of the form.

Step 5:

  • 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.


Step 6:

Choose the E-File Federal Form. The login screen is displayed.
Choose the E-File Federal Form

Step 7:

Input the required information, including your EFIN and PIN.

Step 8:

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.

Step 9:

  • Select the Submit button.
  • Your filing will be sent directly  to the IRS for processing.


Techarex Networks is a trusted cloud-based QuickBooks Hosting service provider of QuickBooks Pro, QuickBooks Premier, and QuickBooks Enterprise versions. Guaranteed 99.995% uptime and 24X7 free supports enable CPAs, accountants and business owners with anytime, anywhere, multi-device access capabilities.