Hello there, Jlundeen. I have the information regarding your query about R&D tax credit filings.
Please note that submitting Form 6765 requires filing Form 8974 in the subsequent quarter according to IRS rules. QuickBooks doesn't support automatic filing for this tax credit. To ensure that you can benefit from the credit, you need to deactivate the automatic quarterly payroll tax form filings. Here's how you can do it:
- Click on the Gear icon.
- Choose Payroll Settings.
- Clear the Automate Taxes and Forms checkbox in the Taxes and Forms section.
- Select Save.
Once done, you'll receive reminders for tax payments and form filings in your payroll to-do list. It would be best to consult your accountant to assist with this process.
I also encourage contacting our Live Support Team to ensure the correct submission of your documents for claiming the R&D credit.
To contact support:
- On your QuickBooks Online, click on Help (?).
- Click either tab to get started: Assistant or Talk to Human.
- Search Contact Us, then Start a chat with a support expert.
Additionally, here are some resources to help you manage your taxes and stay compliant with all tax regulations:
Should you need further assistance with other payroll-related tasks, I'm available around the clock to help you. Kindly tap the Reply button below. Keep safe.
