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joew6900
Level 1

Change payment type from check to epay

I am currently paying my Montana state withholding tax with a check, and mailing my tax form. I would like to do both using e-pay and e-file. I am already registered with the state with an e-pay/e-file account. I can not figure out how to set up e-pay/e-file for the state in QB. I already have EFTPS set up as well. Could someone give me advice?

Joe

5 Comments 5
Catherine_B
QuickBooks Team

Change payment type from check to epay

I'm here to walk you through in setting up your e-services within QuickBooks Desktop, joew6900. 

 

We'll have to have these requirements when setting it up:

  • A supported version of QuickBooks Desktop and an active Quickbooks Desktop Payroll Enhanced Service.
  • Log in credentials required by the agency.
  • Tax form or payment liability you plan to submit through E-File or E-Pay must be supported in QuickBooks Desktop.
  • The latest payroll tax table update.

Each state has different requirements, you may be required to enroll with a State Tax Agency or not. They also provide you with a log in that will be used to pay and file forms in Quickbooks Desktop. For more detailed steps, you can check out this link. It gives you specific instructions for your state. For Federal taxes, you can check out these link to set up both e-file and e-pay

 

Once you're all set, you're ready to pay and file your tax forms within QuickBooks. To start with, just click the Employees menu and click Payroll Center. Select the Pay Liabilities tab or File Forms

 

I'm just around the corner 24/7 to help you with your questions. You take care always!

Teramura
Level 1

Change payment type from check to epay

I’m having same problem 

FateCandylaneT
QuickBooks Team

Change payment type from check to epay

I appreciate you getting involved in this thread, @Teramura. I've got some information and steps for setting up your e-services and taxes with QuickBooks Desktop (QBDT).

 

Beforehand, may I know what state tax agency you're filing with? This way, it would help me identify what state agency you're in to provide you with further detailed information.

 

If you choose to convert from a check to an electronic payment, know that there are some state agencies that this feature would apply and how this will work for you. 

 

Since each state has different requirements, QuickBooks can electronically pay your taxes and file your forms if you're using an active QBDT Payroll Enhanced version. Thus,   setting up your e-pay method is the fastest and easiest way to ensure you stay compliant with the state agencies. With this, you can check out what e-pay features and file methods are applicable in each state.

 

Additionally, if your state is applicable for the e-pay method, I'll guide you on how to set up your e-pay state tax payment in QBDT:

 

  1. Click on the Employees menu, and select Payroll Center
  2. From the Pay Liabilities tab, select the state liability you want to pay. Check the Submit Date column. You can only make the e-payment on or before the date showing.
  3. Tap the View/Pay button. 
  4. Click the E-pay button.  
  5. If prompted, enter your state login credentials. 
  6. Select Submit.

 

For more detailed information, you can visit this link: E-file and e-pay state forms and taxes in QuickBooks Desktop Payroll Enhanced.

 

Moreover, I'm adding these articles to guide you on how to set up and prepare your federal forms and taxes: 

 

 

These will help you file and submit your federal requirements seamlessly.

 

You can always get back to this thread if you have any additional questions about state and federal tax filings. I'd be glad to assist you. Take care!

Teramura
Level 1

Change payment type from check to epay

After view/pay it shows check and no choice to efile

QueenC
Moderator

Change payment type from check to epay

Let me make this up for you, @Teramura.

 

E-file and e-pay are not applicable to all states. For states who have these, we may need to follow different methods accordingly. With this, I'd like to ask what tax agency you're filing with. This is for me to provide you with an appropriate method based on your state or you can also check on the supported states with the method in this article: Find the e-file pay and e-pay method for your state.

 

Also, to be able to make payments and file forms in QuickBooks, you'll need to register with your state agency first. The agency will then give you access to their websites for payments and forms, along with your tax rates, deposit frequency, and account number.

 

If you've done the recommendations above and the issue still persists, let's go ahead and update QuickBooks Desktop. An outdated product might be the reason for the unusual behavior in the system. After which, let's verify and rebuild the data. Here's how:

 

  1. Choose Window then Close All.
  2. Verify Data. Choose File then Utilities. Select Verify Data. If you see:
  • "QuickBooks detected no problems with your data," no further action is needed.
  • A specific error message, there may already be an article for it. Try searching for it on our QuickBooks Desktop support site for specific instructions.
  • "Your data has lost integrity," indicates there is data damage in the file.  Continue to the steps below to Rebuild Data to correct the problem.

 

For more detailed and complete instructions about this process, click here.

 

You might need to manually file and pay your payroll taxes while it hasn't been set up yet, check out this article: Pay and file payroll taxes and forms manually in QuickBooks Desktop Payroll.

 

The Community is always open to help you if you have further questions with regard to setting up e-file and e-pay. I'm always around to help. Wishing you a great day ahead!

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