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snagy1953
Level 1

How do I upload a tax return and e-file it through QB Online?

Due to some technical difficulties in editing and signing our tax returns, I had to print them out and get them signed manually. Is there a way to upload them and file them through QB Online Payroll Tax Fillings page?
5 Comments 5
RoseJillB
QuickBooks Team

How do I upload a tax return and e-file it through QB Online?

Welcome to the Community, @snagy1953. I'll guide you through filing your tax return in QuickBooks Online (QBO). 

 

QuickBooks is capable of paying and filing your payroll tax forms electronically. However, there's no way we can upload the documents you downloaded and corrected back to your QuickBooks company. Thus, I recommend filing this directly to the IRS and documenting it in the application to keep your records accurate.

 

You can follow these steps once you are done filing your tax return manually to the IRS:

 

  1. Go to the Payroll menu and select the Payroll Tax tab.
  2. From there, navigate to the Filings section and locate the form you want to mark as filed.
  3. Click the form, hit the Record filing button, and then Done.

 

Moving forward, you can configure your company file's setting to start paying and filing your tax forms electronically. To do so, please visit this article for complete guidelines: Pay and file payroll taxes and forms electronically in QuickBooks Online Payroll.

 

I'll keep an eye on this thread if you acquire additional assistance with filings or any payroll concerns. I'm just a post away to help you. Take care!

snagy1953
Level 1

How do I upload a tax return and e-file it through QB Online?

Thank you, that was helpful. 

One reason I need to make correction on the form is because the name of the Company was entered wrong on the Admin. page. We forgot to put the LLC after the name. It now won't let me change it. I tried doing this on the edit page but the editor is rather difficult to use. Is there any way to add that LLC to the company name without going in and changing it every time? the other issue is putting the signatures on. Again, the editor is very difficult to use.

 

Thanks

 

Sandy

 

MorganB
Content Leader

How do I upload a tax return and e-file it through QB Online?

Thanks for following up on this thread, snagy1953.

 

I'm happy to provide some info about editing your company name in QuickBooks Online.

 

This can be done in the Account and Settings section of your account. Here's how:

 

1. Click the Gear icon in the top right corner and select Account and settings.
2. Select Company, then ✎ Edit the section you want to update.
Note: If you can’t edit the Company name, Legal name, EIN, or you see Error -7000, edit your company info in your payments and payroll accounts first.
3. Select Save, then Done.

 

The following article provides additional details about changing your business name, contact info, or EIN in QuickBooks Online.

 

For details on setting up e-signatures, I recommend checking out available third-party apps that integrate directly with your account. You can search apps by clicking the Apps tab inside QuickBooks.

 

Please don't hesitate to drop a comment below if you have any other questions. I'll be here to lend a hand.

rhonda debolt
Level 1

How do I upload a tax return and e-file it through QB Online?

How do I upload the actual tax FORM? We want it within our Quickbooks so that other users have access to viewing it.

ChristineJoieR
QuickBooks Team

How do I upload a tax return and e-file it through QB Online?

You're in the right place in raising your concerns, Rhonda. You can upload forms via the attachments section in QuickBooks Online. 

 

When preparing your taxes, you can keep a copy of your tax form for your records. One effective way is to scan or save a digital copy of your tax form under the Attachments section.

 

  1. Log in to your QuickBooks account.
  2. Navigate to the Gear icon. Upload the tax form from the Attachments section
  3. Click the Upload box and select the tax form file from your computer.
  4. Give the file a name and select any relevant tags or categories.
  5. Click the save button to upload the tax form to your QuickBooks account.

 

Once uploaded, the tax form will be accessible to other users with appropriate access permissions.

 

Furthermore, you can review this page for more information about managing their roles and limiting their access: User Roles and Access Rights.

 

There you have it, Rhonda. I am confident you'll be able to achieve your goal through the steps given above.  

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