941, Line 18b Help!!! ERC for Recovery Startup

I'll answer this query about Form 941 in QuickBooks Online (QBO) for you, @usermorgan1.

At this time, the available workaround is to file the form outside of QBO. This way, you can tick the box for Line 18b. You can download a PDF file of this form from the IRS page. Additional details for this form are on this page: Instructions for Form 941. 

I suggest you also check this article for a list of FAQs regarding payroll tax forms: Get answers to your payroll tax payment and filing questions. 

Let me know if you have other questions about Form 941 in QBO. Post a comment below, and I'll get back to you as soon as I can. Have a nice day!

So how do I ensure that QB does not file the form for me?

Making sure that you'll get the help you need! Allow me to share some information on how QuickBooks files the form, Texasdave.

A Payroll Assisted or Full-Service is a payroll management service that handles payroll taxes and filings for you. Whereas, if you're using QuickBooks Online Payroll (QBOP)Core, you'll have the option to let the system E-pay and e-file tax forms or manually do it with paper coupons. You'll want to select the Manually with paper coupon option if you want to file outside the system. This ensures that QuickBooks won't file the form for you. I've added a screenshot so you'll be guided visually: 

You might want to check out this article to know more about the updates of tax feature: Tax feature updates with QuickBooks Online Payroll Core.

In addition,  I've added also added this information for you to take a closer look at your business finances and payroll information: Run Payroll Reports. 

Reach out to us if you have any concerns about your payroll forms. Remember, we're here to make sure that everything is covered. Stay safe!

No I missed the window and I believe the form was filed incorrectly. I allowed 20 days for them to check the box on line 18b, but checking the box proved to be too complicated. On multiple occasions I was asked "Are you a seasonal employer?" I told them no, that is line 18a and I'm a recovery startup business which is line 18b. Line 18b wasn't on the FAQs they operate off of though. 

I have been hung up on multiple time because the service reps get frustrated and don't know how to help. I could really use some help outside of calling in or using chat. I'm desperate at this point.

Thanks for getting back here, @usermorgan1. 

I've sent a private message for an update on your case. 

If you have any other concerns about this, feel free to post again in the Community. I'd be happy to assist you further. Keep safe. 

Thank you so much. Apparently the case is closed as of this morning and I asked if the box on line 18b was checked and I was told "I don't know". I also asked if I could get a copy of the 941 that was filed to ensure that box 18b was checked and I was told No. Any help is greatly appreciated. 

I just need to know if I need to hire a CPA to amend at this point. 

Thank you for the prompt reply, @usermorgan1.

I've sent you a private message to share an update about your concern with Form 941, specifically Line 18b. 

Feel free to post a comment below if you have other questions about this matter. I'll get back to you as soon as I can. Enjoy the rest of the day!

What if we are using QuickBooks Online Payroll Premium?

What is my option then?

Let me route you to the right support, Texasdave.

The QuickBooks Online Payroll Premium subscription is a full-service payroll. It means the tax and forms are automated. Having said that, I suggest reaching out to our payroll support. They'll provide you with the available options. 

Here's how you can get in touch with us:

1. Click Help inside QuickBooks Online.
2. Enter "I need a human" in the Type something field.
3. Click Get help from a human.
4. Enter "Form 941 concern" in the description field, then click Continue.
5. Select either Chat with us or Have us call you.

The QuickBooks Online Payroll Elite/Premium support is available any time, any day.

If you have other payroll concerns, please feel free to visit the Community again. You're always welcome to post. Keep safe!