For past 3 pay cycles, NY Tax payment stopped exporting. Have to call Intuit to resolve. They're saying payment has to process before export. Not happened in last 12 yrs?

I appreciate you bringing this to our attention, Jn5300. Managing tax payments is crucial, and exporting these provides you with a clear overview of your payroll obligations. Allow me to share some ways to troubleshoot this.

Beforehand, may I know if you've encountered specific errors when exporting your tax payments? Doing so can help us identify and provide you with the solution we have.

To begin, let's troubleshoot this error using incognito mode, then turn off the Export option and reenter the Export Preferences. This way, we can isolate this concern since private browsers don't store data from that specific session. To do these:

1. Log in to your company file in a private browser.
2. Navigate to the Gear icon at the upper right corner and choose Payroll Settings.
3. Scroll down and find the Export option.
4. Click the Pencil icon, then select where to export your file from the options in Export Preferences.
5. Click the Turn-off export, then Continue.
6. You'll be routed to the Export Preferences window. Choose where you want to export your file, then click Save.
7. Reenter your Export Preferences, then click Done.
8. From the Export section, click the Export Transaction.
9. Tick all the paychecks that you'd want to export.
10. Once done, you can click the Export button.

Also, Standalone Payroll can't export transactions to QBO accounts. You can learn more details from this guide: Export your payroll data into QuickBooks.

If you have payments made outside of QuickBooks, you can record these taxes to ensure accuracy of your overall payroll data. Then, track your tax form filings that were sent to your agencies.

With these steps, you'll able to export your tax payments and efficiently manage your filings. If you need more help, let us know below and we'll make sure to provide further assistance.

I can try that but the issue is isolated to the NYS Tax payment, not paychecks or federal payment.

Intuit now saying you cant export the state payment till it processes. Since when? Its worked fine for 12+ years, now it doesnt for past 3 pay cycles.

Nothing changed. Still no NY payment showing up

Your concerns regarding the tax payment issue are understandable, Jn. Let me help clarify why this is happening.

It sounds like your account is on hold, which can prevent the export of payroll tax payments. Therefore, intuit requires that all tax payments for the current quarter be completed before processing payroll to ensure compliance and accuracy. This policy helps to prevent both overpayments and underpayments of taxes. Additionally, if there are outstanding balances from past quarters, this could affect your ability to export payroll.

As a workaround, i suggest waiting until the processing is complete before attempting to export, as the tax payment system is designed to block exports if the payment has not yet been processed or is not on schedule.

Once your payment has been processed, you can be able to export your data to QuickBooks Online.

Moreover, if you're looking to make electronic payments in QuickBooks Payroll, you can check this article helpful: Pay and file payroll taxes and forms electronically in QuickBooks Online Payroll.

If you need further assistance with exporting tax payments or have any other questions, please let us know, and we will be happy to help.

Why would my account be put on hold for state payment export? There is nothing due.

Now - Intuit made an error in the 2024 3rd Qtr NYS 45 filing - see below, which Intuit said was supposedly resolved on 1/31/25.

^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^

Our research found the following cause(s) of this Agency Discrepancy:

Filing not submitted to agency

Intuit has contacted the agency regarding the discrepancy and has verified that there is no longer a discrepancy with your account. No further action is required.

Thank you for providing Intuit with a copy of the notification your company received from the "New York Department of Taxation and Finance" regarding the late filing of the Q3-24 NYS-45 ATT.

Our records show that the notice was caused by the filing being submitted late. Intuit experienced a system issue that caused the filing to be submitted late.

Since your payment was timely and the filing is now posted, the agency has not assessed any penalty at this time. There is no further action needed.

I appreciate you letting us know you've performed some troubleshooting steps to get around the issue, @jn500. I'll make sure you get the best help available so this gets sorted out immediately. Let me direct you to the appropriate support.

While the Community can offer answers and troubleshooting tips for various questions, some issues can only be resolved through our phone support.

In cases like this, we need to examine the setup of your QuickBooks Online (QBO) and QBO Payroll account. This process involves accessing your account, which I cannot do here in the Community due to the public nature of this forum and security concerns.

That said, I recommend contacting our Payroll Support Team to check your account securely. I understand you’ve already reached out to them multiple times. However, it would be best to contact them again. They have the proper tools to look into your account and investigate the reason why there's still no NY payment showing up.

Additionally, I'll include this resource to provide a detailed view of your financial information. You can use it to access a list of payroll reports and transactions for your employees: Run payroll reports.

If you have any additional concerns or questions regarding your payroll or QuickBooks, please feel free to respond. I'm here to help you. Take care.