BettyJaneB
QuickBooks Team

Employees and payroll

Hello there, @annanderic

 

I appreciate you reaching us out here in the Community. I'm here to help and share some information so you can process your tax forms.

 

If you still have access to your old desktop company file, you can still pull up your tax form worksheet which has all your 940 information. 

 

Here's how:

  1. Click on Reports.
  2. Select on Employees & Payroll.
  3. Click on More Payroll Reports in Excel.
  4. Click on Tax Form Worksheets.

I've included a screenshot below to guide you with the steps:

Picture1.png

 

To know more about excel based payroll reports in QuickBooks, please check out this article: https://community.intuit.com/articles/1780843.

 

From there, you can manually transfer the payroll information into your QuickBooks Online so you can file and procedure the form. To get assistance with this process, I'd suggest reaching out to our QuickBooks Online Care Team. They have the necessary tools to pull up your account and guide you all throughout the process of entering the tax information.

 

To reach them:

  1. In your browser, navigate to https://help.quickbooks.intuit.com/en_US/contact.
  2. Choose QuickBooks Desktop.
  3. Click the issue or topic.
  4. Click the Green Phone button to see the support number.

This will get you on the right track, @annanderic

 

Please let me know how it goes. I'll be here to provide additional assistance. Thanks for dropping by. 

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