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cedarcreekcampgr
Level 1

Not familiar with the online version. I need help setting up payroll taxes, state and federal, how to e-file and create forms that need to be mailed.

 
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Anonymous
Not applicable

Not familiar with the online version. I need help setting up payroll taxes, state and federal, how to e-file and create forms that need to be mailed.

I want to welcome you to our forum, @cedarcreekcampgr,

 

It's nice to have you as a new member of the Community. I can help you set up your payroll taxes and guide you with your tax reporting.

 

To get started, please make sure you have an active payroll service to access your payroll preferences/settings. If this is your first time to use QuickBooks Online Payroll, please follow the steps below:

  1. Go to the Workers menu then click Get Started.
  2. Choose the Payroll Service you want to subscribe.
  3. Once payroll is active, you can now start the employee set up by going to the Workers menu, and clicking Get set up.
  4. Answer the brief survey then click Continue twice.
  5. On the Get started with payroll page, click the Add an employee link.
  6. Complete all the employee information.
  7. Click Done.

Next, let's set up your taxes. Let me guide you through the steps:

  1. Click the Gear icon at the top then choose Payroll Settings.
  2. Go to the Tax Setup tab then click the blue tax links to complete the tax information.

 

 

Once done, let's go to your filing set up. Here are the steps to do that:

  1. Go to the Taxes menu then tap the Employees tab.
  2. Click the Continue to tax setup button.
  3. Complete the interview then click Continue.
  4. Hit Save once done.
  5. In the E-pay and E-file Setup page, choose the set up you want to use.
  6. Choose Next.
  7. Tap the Get started button.
  8. Complete the Bank, Business and Owner information then hit Next.
  9. In the Tell us how you want to sign your tax documents section, click E-sign then Next.
  10. E-sign the authorization forms.

I've also added several articles to help you with the set up:

 

Set up payroll

Sign up for e-file and e-pay

Make payroll tax payments

 

That should do it, @cedarcreekcampgr. Please let me know how it goes or if you need further help. I'll be around to help you anytime. Have a good one!

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