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accounts648
New Member

How to issue PD7A Payment for Jan 2026?

Just switched from Desktop to QBO

1 Comment 1
AdonL
QuickBooks Team

How to issue PD7A Payment for Jan 2026?

Hi accounts648! Congratulations on making the switch to QuickBooks Online (QBO) Payroll.

 

The process of issuing PD7A payments in QuickBooks can vary. It depends on whether you've chosen to pay and file payroll taxes and forms electronically or if you manage them outside the program.

 

If you've opted for electronic filing and payment, here's how to proceed:

 

  1. Log in to QuickBooks and go to Payroll.
  2. Navigate to the Payroll taxes menu.
  3. Hit the Payments button under the Payroll Tax Center.  image (24).png
  4. Look for a tax due now under Action Needed.
  5. Select Pay & file on the tax you want to pay.
  6. Review your payment details by clicking the Show breakdown option.
  7. You can also preview your PD7A Statement of Account for Current Source Deductions.   image (25).png
  8. When ready, select Pay & File.

 

On the other hand, if you manage your payroll taxes independently or through your bank, follow steps 1–7 above, then tick the Add to print cheque queue box. This ensures your records reflect the payment without triggering a duplicate electronic filing.   image (26).png

 

Additionally, if you want to view, print, or archive your PD7A form in QuickBooks, refer to this guide: Access your PD7A in QuickBooks.

 

If you require further assistance, click the Reply button below.

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