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Level 1

How do I get the paid preparer and third party sections to autofill?

I do payroll reporting for multiple companies.  How do I get the paid preparer and third party designation sections to autofill with my information not the client's?

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Best answer 12-10-2018

Accepted Solutions
Level 15

The Payroll Preparer fields are accessed from Either Plac...

The Payroll Preparer fields are accessed from Either Place:

There is access from the Company info screen and access from the Tax Form preparation. If you did fill it in from Company Info, then the form uses it. They are the Same info:

From support:

Create and edit contact information to auto-fill on payroll tax forms

To do this task

  1. Do one of the following to access the Auto-Fill Contact Information window:

    • From the Company Information window: Go to the Company menu, click Company Information, and then in the Payroll Tax Form Information section of the Company Information window, click the Auto-Fill Contact Info button.

      Note: If the fields in the Payroll Tax Form Information section contain values, those values appear in the Primary Signature section of the Auto-Fill Contact Information window.

    • From the Select Payroll Form window: Go to the Employees menu, click Payroll Forms, click Federal form or State form in the Select a form type window, and then click the Auto-fill Contact Info button in the Select Payroll Form window.

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12 Comments
Level 15

The Payroll Preparer fields are accessed from Either Plac...

The Payroll Preparer fields are accessed from Either Place:

There is access from the Company info screen and access from the Tax Form preparation. If you did fill it in from Company Info, then the form uses it. They are the Same info:

From support:

Create and edit contact information to auto-fill on payroll tax forms

To do this task

  1. Do one of the following to access the Auto-Fill Contact Information window:

    • From the Company Information window: Go to the Company menu, click Company Information, and then in the Payroll Tax Form Information section of the Company Information window, click the Auto-Fill Contact Info button.

      Note: If the fields in the Payroll Tax Form Information section contain values, those values appear in the Primary Signature section of the Auto-Fill Contact Information window.

    • From the Select Payroll Form window: Go to the Employees menu, click Payroll Forms, click Federal form or State form in the Select a form type window, and then click the Auto-fill Contact Info button in the Select Payroll Form window.

View solution in original post

Level 15

You fill this in, in the file. Either in payroll, or in t...

You fill this in, in the file. Either in payroll, or in the Company menu > Company info, for Payroll preparer.

Level 1

Is using the Company Information with my info the only wa...

Is using the Company Information with my info the only way?  I use the Co Info for my contact info for my clients.
Anonymous
Not applicable

There's a payroll section just for payroll forms.

There's a payroll section just for payroll forms.
Level 1

Re: The Payroll Preparer fields are accessed from Either Plac...

When I click on Company at the top, there is not a Company info option in the drop down.  There is "My Company".  Would that be the same? I am using Quickbooks Accountant Desktop 2018.  I have tried using this route and then clicking on the pencil to edit, but in that case, if I click on "Payroll Tax Form Information", the only information listed is the owner of the company, title and phone number. I do not see a place to edit the third party designee info so I can enter the CPA name. 

Level 15

Re: The Payroll Preparer fields are accessed from Either Plac...

Company info = My Company; it depends on which Year program you are using, as they reworded it in the menu. The Third Party Preparer field is found in the Payroll section, not the Company section.

Level 1

Re: The Payroll Preparer fields are accessed from Either Plac...

Can you give instruction on where and what to do to change it once in the payroll section. I am not finding anything anywhere. I have been working on this for two hours. I am on hold with Quickbooks and they don't have an answer. 

Level 1

Re: The Payroll Preparer fields are accessed from Either Plac...

Here is the solution for Quickbooks Accountant Desktop 2018 with Enhanced Payroll.  Go to "Payroll", Click "File Forms" then a box will pop up. In that box is a smaller gray box that says "Auto -Fill Contact Info".  Click that box to open and you can change the Third Party Desigee at the bottom!!

Level 15

Re: The Payroll Preparer fields are accessed from Either Plac...

I posted it in this topic, previously.

 

"I am on hold with Quickbooks and they don't have an answer."

Make sure to contact Payroll Support, not QB support.

Level 1

Re: The Payroll Preparer fields are accessed from Either Plac...

I have that all entered and it still does NOT pull through

QuickBooks Team

Re: The Payroll Preparer fields are accessed from Either Plac...

Hi LeonardR,

 

We'll do some solutions so you the information will automatically show on your forms. Please try running the forms after each solution, and you may not need to try the next solutions if it already works.

 

Solution 1: You can run a payroll update:

  1. From the Employees menu, choose Get Payroll Updates.
  2. Select Download entire payroll update.
  3. Click Update.
  4. When the download is complete, a message such as "A new tax table and/or updates to your payroll tax forms have been installed on your computer. Click OK to read about the changes." Click OK.

Solution 2: Update your QuickBooks.

  1. From the Help menu, choose Update QuickBooks Desktop.
  2. Select Update Now.
  3. Place a check mark in the Reset Update checkbox.
  4. Click Get Updates.

Solution 3: If the first two solutions won't work, you'll want to repair the QuickBooks program. This will fix any damaged components that are responsible for flowing the preparer's information.

 

If you need anything else, please don't hesitate to go back to this thread.

Level 2

Re: The Payroll Preparer fields are accessed from Either Plac...

There are two different ways to  view the paid preparer information in QuickBooks Desktop.

 

The first way is to go to the Company menu at the top, then select My Company. From there, click on the pencil icon on the right side, then select Payroll Tax Form Information. Click on the button that says AutoFill.

 

The 2nd way is by going to the Employees menu at the top, then Payroll tax forms & W-2s, from there choose Process Payroll forms. Next, click on the Create Form button in the right center of your screen. In the popup that appears, you will see a button that says Auto-Fill Contact Info..Once you click on that button, you will see the Paid Preparer section.

 

If the Paid Preparer section is grayed out, then that means you do not have the Enhanced Accountant payroll subscription for this particular company file you are in.You can only edit the paid preparer information if you are using the 'Enhanced Accountant' payroll subscription. See article https://community.intuit.com/articles/1764328

 

To check what payroll subscription you are using, you can use the keyboard shortcut Cntrl + K  and it will show you the subscription as 'Enhanced Accountant' or Enhanced payroll. If it only says Enhanced and it doesn't say Accountant, than that is why you cannot edit it.

 

 

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