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amy58
Level 1

Payroll Update 22016 for QB Accountant Desktop Enhanced Payroll

Hi all, I have been using QB Desktop for 20 years. QB published that my payroll subscription allows me to prepare payroll tax forms (941, etc.) to print out for my clients to file. Until this quarter it worked. Now, QB turned off functionality of Form 941 for my clients. I don't e-File forms because most of my clients don't want me to. I have exactly 1 client who applied for an e-File ID - and QB wouldn't allow me to file that return until the Reporting Agent return was rejected. Does anyone else have this issue? Support was not helpful today.

3 Comments 3
AlexV
QuickBooks Team

Payroll Update 22016 for QB Accountant Desktop Enhanced Payroll

Hi there, amy58.

 

We can only prepare and submit payroll tax forms on behalf of your client if you have established yourself as a Reporting Agent. Make sure to complete and submit the IRS Form 8655. You'll want to follow the detailed steps in this article: E-file tax returns for clients.

 

Also, you'll not be able to e-file them if you're using an unsupported version of QuickBooks Desktop. If this is the reason, you'll want to upgrade to access and use the add-on services including payroll.

 

In addition, there's an investigation regarding 941 Payment Voucher not showing for Reporting Agents. It seems that this is similar to what you experienced regarding the 941.

 

I understand that you already reached out to our Customer Support Team, but I suggest contacting them back. They can add you to the list of affected users and you'll receive updates about this.

  1. Go to Help, then select QuickBooks Desktop Help.
  2. Click Contact UsGive a brief description of your issue or enter INV-47920.
  3. Select Continue.

Leave a comment if you need more help with this. Stay safe!

amy58
Level 1

Payroll Update 22016 for QB Accountant Desktop Enhanced Payroll

Hi Alex, Those are great suggestions. I checked those issues yesterday. I am using QBD 2020 and my software and payroll is up to date. I solved my problem this morning and feel dumb I didn't think of it yesterday. My only excuse is I'm exhausted from tax season. At any rate, the IRS Technical Bulletin States:  "A Reporting Agent originates the electronic submission of certain returns for its clients, and/or transmits the returns to the IRS. A Reporting Agent is an accounting service, franchiser, bank or other person who complies with Revenue Procedure 2012-32 and is authorized to prepare and sign employment tax returns electronically for a taxpayer. Reporting Agents may transmit their own returns or use the services of a third-party transmitter." Since my clients personally sign, date, and mail their 941's I am not an Reporting Agent.

 

This morning it occurred to me that I should check the filing setup for the forms to see what it was set to. You guessed it...the 941 and 940 were set to eFile. As soon as I changed it back to paper file. I suspect something in the recent update changed this as I have had no problems until now. What's sad is that I've talked to 2 people from support who never suggested checking my settings.

 
 

 

Tori B
QuickBooks Team

Payroll Update 22016 for QB Accountant Desktop Enhanced Payroll

Good morning, @amy58.

 

Thanks for letting us know what worked for you. I'm happy to see that adjusting the efile setting resolved your issue. 

 

Please know you can always reach out to the Community any time you have questions or concerns. It's our goal to get you back to business every step of the way. 

 

Don't let that tax season exhaust you to much. Take care and enjoy your weekend. You certainly deserve it!  

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