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EFOX
Level 1

Does employee Workforce set-up request employees to complete state tax forms and Form I9?

When sending an invite to employees to complete their profile I see they are asked to complete a W4 form. Are they also asked to complete State tax forms and Form I9? Am I supposed to print these forms and have them complete them manually? If so, is there a way to upload them to their employee documents in QB so that all their forms are in one place? It seems odd to only ask for the W4 online and not all the other requisite forms. 

Thanks in advance. 

 

1 Comment 1
LieraMarie_A
QuickBooks Team

Does employee Workforce set-up request employees to complete state tax forms and Form I9?

Hi there, @EFOX.

 

For now, you can only invite your employees to add some of their personal info through QuickBooks Workforce. It allows them to access their pay stubs and W-2s any time they need. You'll have to manually print the I-9 form and give it to your employee.

 

Here's how to generate a 1-9 form for your employee:

  1. Select Taxes. Then select Payroll Tax.
  2. Under Forms, select Employee Setup.
  3. Select the printer icon to print.

 

I can see that it's important to keep all your forms in one place. I'd suggest uploading employee documents to the Attachments page.

 

Here's how:

  1. Go to the Gear icon.
  2. Under Lists, choose All Lists.
  3. Select Attachments.
  4. At the upper left, select Attachments.
  5. Browse and select the document you want to attach and select Open.

 

I'm also linking this article about the state requirements and how to file forms: File federal and state tax forms.

 

Please come back if you need further assistance with adding attachments in QuickBooks. We're always here to assist.

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