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Steve 281
Level 1

How do I file my Quarterly tax returns, 941/940?

Did QB Online already file it?  I can't find it.
1 Comment 1
DivinaMercy_N
Moderator

How do I file my Quarterly tax returns, 941/940?

Hello there, @Steve 281. I'm here to help you find and file your Quarterly tax returns in QuickBooks Online (QBO).

 

To begin, let me first discuss some details about the process. 

 

The Quarterly forms will be automatically filed by QBO if the Automate Taxes and Forms feature is turned on. To verify, simply go to the Payroll Settings page. Here's how:

 

  1. In your QBO account, navigate to the Settings menu.
  2. Then, select Payroll Settings.
  3. Next, go to the Taxes and forms section and click Edit.
  4. From there, check if the Automate taxes and forms box is enabled.

 

For reference, visit this article: Manage automatic tax payments and form filings.

 

If confirmed, go to the Payroll Tax menu to view the forms. Follow the steps below:

 

  1. In your QBO company file, select Taxes.
  2. Then, click Payroll Tax.
  3. Next, select the Filings menu. 
  4. From there, select the Archived forms and filings option.
  5. Click the drop-down and choose Quarterly Tax Forms and select 941/940.
  6. Select the View button to open the file.

 

However, if you're still unable to find them, I recommend reaching out to our Payroll support team. They use specific tools to help you locate those forms and assist you in filing them.

 

For additional reference in filing your quarterly returns, check out these links:

 

 

Running payroll reports to easily monitor and track your employee info, payroll tax data, and business finances is a breeze in QBO. To get started, visit this page for detailed instructions: Run payroll reports in QuickBooks Online Payroll.

 

Please know that you can always post here if you have any other concerns about filing quarterly forms. I'm always here ready to lend a hand. Have a good one and take care.

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