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September 1, 2020
Question

Where do I find the electronically signed authorization forms when I set up payroll and tax?

  • September 1, 2020
  • 1 reply
  • 87 views
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1 reply

JoesemM
QuickBooks Team
September 1, 2020

Thanks for posting the Community space, @userdrburnettbridget.

 

I'll be glad to walk you through the steps on where to find the electronically sign authorization forms in QuickBooks. 

 

For QuickBooks Full Service Payroll subscription (QBFSP), you can follow the steps below on how to use e-signature to sign authorization forms.

 

  1. Select the Workers menu, then Employee.
  2. Choose New Payroll Tasks.
  3. Click E-sign legal authorization forms.
  4. Select Continue.

 

However, if you're using the Enhanced Payroll subscription, please know that the system will only ask how you want to sign your tax documents after entering business information. I recommend going to your Payroll Settings and manually submit the forms by adding the electronic service options.

 

  1. Click the Gear icon in the upper-right corner and select Payroll Settings.
  2. Choose Update Electronic Services
  3. Press Add / Edit Electronic Services.

 

For reference click this article: Use e-signature to sign authorization forms. It contains the detailed instructions for Full Service and Enhanced payroll.

 

You can also look for a third-party app if you're using a regular QuickBooks Online that will suit your business needs. You can go to the Apps menu in QuickBooks Online or visit this website: https://apps.intuit.com/.

 

Once done, click this article on how to set up an employee for direct deposit and how to access the Direct Deposit Authorization form.

 

For additional reference, you can check these articles to learn more about Direct Deposit: 

 

Please keep in touch if there's anything else I can do to help you succeed with QuickBooks. I've got your back. Have a great day and be safe.

September 3, 2020

Thank you for the information.  I signed the forms when I set up the payroll and I am trying to find a copy of what I signed to add to our files.  I cannot locate the documents after they have been signed in the system. 

Thank you

Level 9
September 3, 2020

I can guide you to the right support, @userdrburnettbridget.

 

You'll want to contact our Payroll Support Team so you can get a copy of the form. Here's how to reach out.

 

  1. Go to (?Help and then Contact Us.       
  2. Enter a brief description of your case, then Let's talk.
  3. Click Get a call. Type your info and then Confirm my call.

With these steps, you're able to speak with our phone payroll representatives and request a copy of the authorized form. 

 

I'm also sharing with you our commonly used articles to get started with Payroll that I'm sure you'll find helpful. It has links and recommendations to payroll-related issues.

 

Please let me know if you need help with anything else. I'm always here to lend a hand. Thanks for posting and have a good one.