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.

 


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