How to switch payroll tax filing from monthly to quarterly? ... previously filed PD7A on monthly basis, but CRA now asked me to file Quarterly. How to set this up?

Hi Alrawi:

From the menu, select Taxes, then click Manage sales tax in the upper right.

From there, you can click Edit Agency Settings and change the schedule from Monthly to Quarterly; be sure to adjust the 'next period starts' based upon the last monthly payment you made.

Hello alrawi,

Changing your Payroll remittance frequency within QuickBooks Online Payroll is important so I'm glad you're taking the appropriate steps to learn how to do this. This process is straightforward, so I'd love to share the steps.

@LeithG shared the steps for changing your Sales Tax filing frequency, so if that's something you'll need to do you can come back to this thread for those steps as well. When it comes to changing your Payroll Tax filing frequency, the steps are a little different. Here they are:

1. Go to the Gear icon, then choose Payroll Settings.
2. Under Taxes click Federal Taxes.
3. Choose the option to Change or add new frequency.
4. Enter the new Remittance Frequency by selecting the appropriate one from the dropdow menu.
5. Choose the Effective Date.
6. Hit OK to save your changes.

I know you'll have this corrected in no time, but don't hesitate to let me know if there's more I can do to help! Have a great day.

Rebecca- After following your  process for switching monthly to quarterly payroll here's the message I received:

 You've received a system error that we need to review and resolve for you. Please contact Customer Service for assistance.

When I click on Customer Service it says 404! Sorry, we couldn't find the page you're looking for.

Hello Strongbiz,

Thanks for sharing the message you're getting when trying to change the remittance frequency for your payroll taxes, and how the link populates a 404 error. I'm here to help make sure that this is addressed so you can set up your remittance frequency in QuickBooks Online as you'd like.

Before outlining our support options, I have a few troubleshooting steps you can try to resolve the error. Sometimes these kinds of errors can crop up because of browser, cache, app, or even Internet issues, so the following troubleshooting steps help clear out that possibility and may even get you back on track. After each of these steps, try changing the frequency again to see if you still get the error.

• Clear browser cache if using a browser
• Clear the app cache if using the QuickBooks Online app for Windows or Mac
• Try a browser if using the app
• Try a private browser window
• Try another browser type
• Make sure you're using a supported browser and system
• Reset your Internet or try on another computer or device

If you come to a step that gets you back on track, you can stop there without having to go through the rest. These steps are handy to keep in mind though just in case you run into trouble in the program.

If the error still persists, however, connecting with our support team is definitely the way to go so we can privately collect your account details and review the setup in your books and our system. Here are the options to get in touch.

Schedule a Callback or start a Chat: click (?)Help in the upper right in QuickBooks Online > type and enter "Contact support" into the QB Assistant > click Contact Us > explain your situation > click Let's Talk > choose Get a callback or Start a Chat.

Social Media: Facebook, Twitter, and Instagram.
Support hours are from Monday to Friday between 9 a.m. and 8 p.m. ET.

Don't worry, we're here to help you get past this error and back to business. Take care!

what of the screen does not have an "OK button on the bottom of the page? 

I am able to edit the monthly to quarterly but no changes are able to be saved??

I think there is a glitch on their program page? 

What do you do if there is no SAVE button or OK button on the page and the page is missing the bottom of the page??

Hi there MD-Drywall Inc,

Making sure that your remittance periods are set up correctly is an important step in your bookkeeping. QuickBooks Online is a great tool to keep track of those remittances to make filing them with the government an easier process. I can assist you with this.

One thing that may be affecting your navigation in QuickBooks Online is browsing data. Temporary files such as cache and cookies can cause errors such as missing buttons. It may also be caused by using a non-supported browser or being too zoomed in while in a browser. Here are some steps to try and resolve the issue of the missing button:

• Clear your browser cache if you're using a browser
• Clear the app cache if you're using the QuickBooks Online app for Windows or Mac
• Try a browser if you're using the app
• Try a private browser window
• Try another browser type
• Make sure you're using a supported browser and system
• Reset your Internet or try on another computer or device
• Try adjusting the zoom in your browser

I hope these steps help you get back to getting the correct remittance period for your payroll taxes. Feel free to reach out here if you have any other questions.