How do we file for the Employee Retention Credit?

Thank you. We qualify for the credit. The question is that QB Staff do our entire payroll filing. How do I get the 941X to be filed?

@Anonymous See Above.

@Anonymous - See Above

This is not helpful and doesn't align with what is on my payroll screen.

Hello Small Business in Tennessee,

Thanks for chiming in! Could you share which payroll subscription you are using? I would appreciate that! I will be looking out for your response to assist you further! Take care for now! 

I am on QuickBooks Online Payroll Core

I am using QuickBooks Online Payroll Core.

Good afternoon, @Small Business in Tennessee. 

Thanks for coming back and giving that information. 

To be sure I give you the right steps, could you provide us with some screen shots of your screen where you're getting stuck? 

This will help us determine the best solution for your business. I'll be waiting for your response! 

It is inappropriate to publicly post my payroll information.

Hello, @Small Business in Tennessee.

Thanks for getting back to us.

To ensure that your payroll information will be included on the screenshot, you can cover or blur them out. This way, we can take a look a specific screen that you're referring.

In the meantime, here's a resource from the US Department of Treasury about the Employee Retention Credit, which you may find useful:

• How to calculate the Employee Retention Credit 
• Employee Retention Tax Credit 

I'm looking forward to hearing from you soon.

Hello there, @mamabridget.

Thank you for visiting the Community. I'm here to share information regarding Employee Retention Credit (ERC).

According to IRS, filing of ERC only limits to wages paid before October 1, 2021, and is available through December 31, 2021. Hence, it's unavailable in QuickBooks that's why the option provided can't be seen on your screen.

With this, if your company is eligible for ERC filing, I'd recommend reaching out to IRS to be further guided on what to do next since they'll be the ones who will provide a refund.

You can also check out these articles to know more about ERC:

• What is the ERC deadline? 
• Employee Retention Credit qualified wages

Additionally, you may open this article to view detailed information on how you can pay or file state and federal payroll taxes online: Pay and file payroll taxes and forms in Online Payroll.

If you have other questions regarding Employee Retention Credit, just reply here or start a new thread and I'll help you out. Take care.

Does anyone know how I can apply for the ERC within Quickbooks Enterprise?

Hey there, @michelleb501.

QuickBooks Enterprise can help businesses manage finances. However, it's not directly involved in applying for the ERC. While we don't have a specific feature for the ERC application, you may use the program to keep track of the wages and other expenses that are eligible for the credit. I recommend contacting the IRS for assistance with the application process.

For more info, you may refer to these resources:

• Employee Retention Credit
• FAQs: Employee Retention Credit under the CARES Act

Feel free to post here again if you have other QuickBooks related concerns. I'll be here to help you in any way I can. Have a good one. 

On September 6, 2022, on behalf of my client, and with the assistance of Jun, a QuickBooks employee, I filed all the necessary paperwork to initiate the refund claims (Form 941-X) based on the calculated Employee Retention Credits.  I was told that the claim would be processed within 45 days.  Not having heard anything, on February 16, 2023 I spoke to Isaac at QuickBooks who told me that had dropped the ball after receiving the documents from me and had never forwarded them to the Tax Resolution Team.  He gave me a new Case number and I received an e-mail from QuickBooks with the new case number, stating that the “request will be comp0leted within 40-60 days”.  Isaac also told me I would receive a phone call (I gave him my phone number) in 5 to 10 business days from the Tax Resolution Team since he escalated the case.  I never received a phone call.  On March 6th I called QuickBooks and spoke to [name not entered because QuickBooks does not recognize the spelling of this person's name] who told me that they were working on the case and would call me if they had any questions. On April 3rd I called QuickBooks and spoke to Rebecca who confirmed that they were working on the case, but the 60 days period from February 16th had not expired. On April 24th I called and spoke to [name not entered for same reason as above], who sent me an e-mail stating “I am sorry for the late response. Just got an update from our back end team about PTO184981. You will receive an email about the status straight from our back end and I apologize for your long wait, due to massive requests that we are encountering today. Thank you for your understanding”. I also spoke to Mitchell, who told me I would hear from someone within 24 hours.  Not having heard, I called this morning and spoke to Johnny for about an hour, after which he sent me an e-mail as follows: “This case would have to be wait to be picked up by the team on this one. As they have a queue within SF to review and work on these. We have no way to expedite these at this time. Since its still currently in progress here. No changes since 4-24-23”.

What can I do to find out what is happening?  We are well beyond the 60-day time period set by QuickBooks.  Is there anyone to whom I can speak?

I'd like to route you to the best support available to trace this refund claim, gary.

As much as I'd love to help you with this, but we're unable to pull up your account here in the Community space. That said, I highly suggest contacting our Support team again. They have the necessary tools that can check your account in a secure environment and the updates on your case.

Here's how to reach them:

1. In QuickBooks Online (QBO), go to the Help (question mark) icon at the top right.
2. Select a suggested option, or type a question or topic you need help with.
3. Click Contact Us and choose a way to connect with us.

To check for our Support hours, you can refer to this article: QuickBooks Online Support.

To know more about managing employee retention credit, consider checking out these articles:

• Employee Retention Credit.
• FAQs: Employee Retention Credit under the CARES Act.

I also recommend visiting our website for more tips and other resources you can use in the future: Self-help articles.

Please leave a comment below if you have follow-up questions about this or anything else. I'm more than willing to assist. Keep safe.

Sounds like QBO Payroll is completely useless at filing ERC refunds. 

I pay a ton to QB online and the best QB payroll service I can get. I own a restaurant and used a company to file amended 941s and I received refunds for three quarters in 2021 under the new business start up provisions. It was great. Refunds plus  interest. Not so great. They put the total of the checks as "other income" on my P&L.

I am a Certified Financial Planner and an income tax accountant for 52 years. Yes, I'm old. But why does not Intuit owned Lacerte and Pro Series folks who have lots of income tax knowledge share with the bookkeeping "teams" what is and is not income to a business. They say they don't know income taxes.

But P&L components of income should be the study of these folks. I'm not the only one who is griping I'm sure. Why do I have to upload a bunch of stuff to defend the tax law and teach these "young" people why the ERC is not other income but the interest is? I'm looking for another company that can do my books, make payroll and not argue with me about what constitutes other income on the P&L for my partnership.

I spend several hours the first year explaining to a newbie what cost of goods sold components were in a restaurant. She said she was not trained on that yet. Why put her as a bookkeeper for a restaurant than? Yuk!

2 1/2 years in and 5 bookkeepers later............ Attached is the Q&A from IRS directing the taxpayer to amend the tax returns for the years refunds were received. Credits and refunds are not income!