Need to get 940 and 941 filings from the period of time when I was on Assisted Payroll

Hi, ellengross.
 

Thank you for reaching out to the Community.

I see how important to get your 940 and 941 forms, I'm here to provide you with another way how you can contact Assisted Payroll Department. Here's how:

Open your QuickBooks Desktop to connect with us.
 

1. Open QuickBooks.
2. Go to Help, then choose QuickBooks Desktop Help.
3. Tap Contact Us.
4. Enter your concern, then hit Continue.
5. Choose a way to connect with us:
   • Post a question and get an answer from expert and other customers.
   • Start messaging with a support expert.
   • Get a callback from an expert (availability may be limited).

You can check this article for the support hours to ensure we address your issue on time: Contact Payroll Support.

Please refer to this article to see different information on how to troubleshoot and various QuickBooks information about lines on Form 940: How QuickBooks populates the 940.

I'm always available if you need any clarification concerning payroll forms, Let me know by leaving a comment below and we'll be sure to help out.

Hi Deb,

Thanks for your reply. Unfortunately, I already took the steps you outlined above and they resulted in the first support engagement I had. This is the one where the agent told me that she was looking at the forms on her screen but couldn't give them to me be cause, as she said "agents don't have access to secure email to transfer these types of documents to you and there is no other way that QB permits these forms to be sent to a customer".

So, that method did me no good. Nor did chatting through the Intuit website which I believe is the same backend chat as I would reach if I followed your steps above and chose "chat".

I reached out here because I feel like I've already exhausted all other avenues of support now that QB has disabled the old support number and consolidated everything behind the support method that you've outlined.

Thanks

Elli

So... that's it? Your gave me one suggestion and now that I've said I'd already tried it and it didn't work, that's it? No more help, I'm just SOL?

I've contacted support every way that I know how at this point and no one will help me. I'd understand if someone had said "no, that's policy, we can't give you those forms because yadda yadda reason". But everyone I've talked to seems to agree that I AM allowed to have these and that Intuit DOES have them but that no one knows how to get them from Intuit to me. The frustrating part is that both agents I've talked to and now the person who answered this post all seem to just throw their hands up once they have tried the easiest answers and those solutions don't work.

So is ANYONE willing to actually put some effort into helping here?

Thanks for getting back and sharing updates about your recent interaction with our phone agent, @ellengross.

I know how important for your business to get this done and get a copy of filed forms in QuickBooks.

Allow me to join in this conversation and share some steps we can use to access the forms. 

Once Intuit files the forms for you, all forms are available to view or print approximately 35 days after the end of the quarter. There copies are available in the Payroll Tax Center for 4 years after the filing period ends for current QuickBooks Desktop Payroll Assisted customers.

Simply click this link to access the Payroll Tax Center: https://payrolltaxcenter.intuit.com/ptc/termLogin.faces?_ga=2.42720742.2119114181.1664138918-7532356...

For additional reference, please check out this article: Request copies of tax forms.

Please let me know if the step above works for you. I want to make sure you're able to accomplish your task in QuickBooks. 

Hi Reymond,

Thank you for getting back to me. Unfortunately, I cannot access the Payroll Tax Center now that I am on Assisted Payroll and no longer on Enhanced. The second agent I spoke to already took me through the process of trying to access the Payroll Tax Center. He even reset my payroll PIN and did something else that he thought might give me temporary access, but neither of those things worked.

I really appreciate your help, though, and am very open to any other ideas you might have!

Thanks

Elli

Hi Reymond,

Thank you for getting back to me. Unfortunately, I cannot access the Payroll Tax Center now that I am on Assisted Payroll and no longer on Enhanced. The second agent I spoke to already took me through the process of trying to access the Payroll Tax Center. He even reset my payroll PIN and did something else that he thought might give me temporary access, but neither of those things worked.

I really appreciate your help, though, and am very open to any other ideas you might have!

Thanks

Elli

Going back and forth isn't easy, ellengross. 

I'm here to make sure you'll get the support you need  to get your 940 and 941 forms. 

Since you can longer access the Payroll Tax Center after switching from QuickBooks Desktop Assisted payroll to QuickBooks Desktop Payroll Enhance. I suggest contacting our Support Team to request copies of your tax forms.

You can follow the steps shared by @DebSheenD to reach out to them. Please check our support hours to ensure that we address your concerns on time.

For more information, you can check out this article: Filed return is not available in the Payroll Tax Center

You can check this article for additional information about forms and payments: Access payroll tax forms and tax payments.

I've also added an article to help you e-file 940, 941, 944 tax forms in QuickBooks Desktop.

If you have other concerns, please don't hesitate to leave a message in the comment section. I'm always around here in the Community to help. Take care, and have a great day.

Hi Abigail,

Thanks for your reply. I'll step through it one by one:

1) Contacting Support Team - As I've said a couple of times, I've already done this twice for over two hours each time and both times the agent ended by saying that they could see the tax forms and that they would like to give them to me, but that they didn't have a way to do so. I'm not looking to spend another two hours on the phone to be told the same thing a third time. That's why I came here.

2) Filed return is not available in the Payroll Tax Center - this article starts out with the assumption that you have access to the Payroll Tax Center which I've already said I don't have.

3) Access payroll tax forms and tax payments. - this article discusses the normal process for filing and viewing these forms but gives no assistance in accessing a form that was previously filed under Assisted.

4) e-file 940, 941, 944 tax forms in QuickBooks Desktop. - this article just explains how to e-file a form and does not even mention accessing previously filed forms.

Do you have any other suggestions? Maybe there's a level 2 support that I could get in touch with somehow?

Thanks

Elli

Thank you, Alcaeus! I was contacted yesterday by Rhonna from the QB Escalation Team. We're going to have a call this morning to hopefully get this thing solved. I really appreciate your help.

Hello there, Elli.

It's good to know that one of our teams was able to archive your previous filed forms.

Don't hesitate to visit our Help Articles page for more resources on managing your taxes.

I'll be around to guide you whenever help is needed.