Problem Creating Tax Forms Worksheets in Excel

Yes, if you don't have a payroll subscription or if you do and yet you have not validated and received the latest payroll updates for QB 2022, then this will happen.

See my answer here for a solution.

I am having the same problem. I just updated to QB 2023 and my payroll dosen't renew until Feb.

Welcome to the Community, @sammy126. Thanks for reaching out to the Community.

It's possible that your payroll service isn't activated because you recently upgraded QuickBooks Desktop. Let's activate it by entering your payroll service key.  The steps to activate depend on whether you purchased your QuickBooks Desktop subscription online, over the phone, or from a retail store. Please follow the steps below:

To enter the payroll service key (purchase online):

1. Open your QuickBooks Desktop company file, then select Employees.
2. Click Payroll, then select Enter Payroll Service Key (or Manage Payroll Service key if you have a different payroll subscription).
3. Select Add or Edit. Enter your service key.
4. Click Next, and then Finish.
5. Select OK when the Payroll Update message appears.
6. Check that your payroll service status is Active, then click OK.

To activate a subscription purchased from a retail store:

1. Launch QuickBooks Desktop and navigate to your company file.
2. Choose Employees, then Payroll. Select Install Payroll from Box.
3. Fill out the Payroll License and Product Information form. Your license number can be found on a brightly colored sticker in the folder inside the box.
4. The product number is listed in the folder's instructions.
5. Get the 16-digit service key to enter, then select Continue.
6. To complete your payroll activation, follow the on-screen instructions, including entering your service key.

You can also refer to this article in the future if you want to manage your QuickBooks Desktop account and services through the Customer Account Maintenance Portal (CAMPs): Manage your QuickBooks Desktop subscriptions and services.

Please get back to us if you need further assistance in activating your payroll in QuickBooks Desktop. We're always looking forward to helping you. Have a nice day!

This error message is getting OLD when we have to update our quickbook

I am not 100% certain, but I just started to receive this message on Excel 2010 (on my desktop) but I do not get the message on Excel 2019 (on my laptop)

Thank you for bringing this to our attention, mgcpa.

 I've come up with a solution to help you create the Tax Form Worksheet in Excel. Let me help ensure the process will only take a few clicks.

Before we continue, may I know what QuickBooks version you're using? This is to determine the source of the unexpected behavior.

While I wait for your response,  allow me to provide some of the factors which contribute to the error.

• Your system doesn't meet the system requirements to run QuickBooks Desktop (QBDT).
• The Office version you use doesn't work with 64-bit (QuickBooks).

For additional resources, these links discuss in detail what your computer needs to get the best QBDT experience:

• System requirements for QuickBooks Desktop 2022
• System requirements for QuickBooks Desktop 2023

To move past the error, you'll have to make sure that you're using a newer QuickBooks version (2021, 2022, or 2023). Then, download the latest maintenance release to apply critical fixes and update the tax table version. 

To update your QuickBooks:

1. In your company file, tap the Help menu at the top bar and choose Update QuickBooks Desktop.
2. Head to the Update Now tab and tick the Reset Update box to remove previously downloaded releases.
3. Click the Get Updates button and then press OK to continue.
4. Close and reopen the desktop program to kick off the installation.

Next, get the latest payroll update. This way, you have the most current and accurate rates and calculations for supported state and federal tax tables, payroll tax forms, and e-file and payment options.

Once done, let's go ahead and run the Tax Form Worksheets in Excel. Here's how:

1. Click Reports at the top menu bar and choose Employees & Payroll.
2. Tap More Payroll Reports in Excel.
3. Select Tax Form Worksheets.
4. Choose the report you wish to open from the list.

Here's a link to an article that lists the following: Excel-based payroll reports. From there, you'll learn the purpose of each tax form worksheet. 

You can also save the link to our Payroll Hub for future use. It covers topics such as how to manage tax notices, troubleshoot payroll issues, process payroll forms, and run payroll reports, to name a few. 

Keep me posted if you have other payroll-related concerns or questions. I'll get back to help you the best that I can. 

I appreciate your answer however, my system far exceeds all of the requirements of Quickbooks Desktop.  But, looking past your initial response.  I have been using QB 2023 to produce all of the reports in Excel 2010 up until the last QB update.  Then it no longer worked with Excel 2010.  I installed Excel 2019 and now everything is honky dory.  

I have no issue using even Excel 2003 with the latest Enterprise versions. Not sure why Intuit thinks 2010 won't work. It should.

Thank you for letting me know.  I had finished 2/3s of my quarterly payrolls, got a "Critical Update" to QBE(Enterprise) 2023, then I could not get Excel 2010 to communicate with QBE 2023.  Reluctantly updated to Excel 2019, and everything was fine.  Go Figure