Access payroll forms from QBD Assisted Payroll subscription that ended in December 2021

Hi there, Jen.

Thanks for letting us know you have spent time with our support agents on the phone. It isn't the impression we wish to leave you.

Although I'd love to look further into this for you, I don't have the same types of tools needed for the job as our Payroll Support agents do. You'll need to reach our payroll team so they can securely review your account and check your previously filed tax forms.

Here's how:

1. Select QuickBooks Desktop Help from the Help menu.
2. Click Contact Us.
   
3. Type in a short description of your concern, then Continue.
4. Choose a way to connect with support.

You may refer to this article for their time schedule: Contact Payroll Support.

Additionally, you'll want to check out this article to prepare and be ready for the next payroll: Year-end Checklist.

You can post anytime if you have other concerns about year-end tax preparations. I'm always here to lend a hand. Have a great rest of your day.

Thank you. It's not easy for me to access my old QBD account. I have to pull down an old computer from the attic to do this. Before I do, are you 100% confident that they will be able to access these forms for me? Because the last rep I spoke with in Payroll said they couldn't help me and that I no longer had access to the filed forms. Thanks for any further thoughts before I walk down that road again .... Jen

Hello there, @jenrossi96.

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

Yes, Payroll Support agents can help you get the filed tax forms. Also, they have the tools to pull up your account in a secure environment.

To reach them, you can follow the steps given by my colleague.

Please see these related articles for further info:

• Filed return is not available in the Payroll Tax Center 
• What filing periods (years and quarters) are available in the Payroll Tax Center?

Let me know if you have other questions. I want to make sure you're able to accomplish your task in QuickBooks. Take care.

Thank you. I appreciate your confidence in my getting those forms! it would be a great relief.

However, I think my husband may never forgive me if I ask him to get my old computer down again to try and get access to support (the one that has QBD). Do you think if I access support through my current QBO subscription that they could get me over to support for QBD Assisted Payroll? Or, is there a phone number that I could call?

You can log in to your current QBO account to access support, @jenrossi96. 

Once you're inside your QuickBooks Online page, follow the steps below to reach our support team. 

1. Sign in to your QuickBooks Online company.
2. Go to Help (?).
3. Choose Contact Us.
4. Enter your concern, then click Let's talk.
5. Select Get a callback from the next available expert.

Once you're on the phone with one of our experts, you can tell them that you want to talk to a representative under QuickBooks Desktop Assisted Payroll department. That way, they can transfer you over to the right support team. 

You can also review this reference to guide you in getting help with your payroll offerings and services: Contact Payroll Support.

Additionally, I've shared some relevant articles you can utilize to help view payroll tax payments and forms in QuickBooks:

• Access payroll tax forms and tax payments
• Payroll taxes and forms QuickBooks Payroll does for you

Don't hesitate to leave a comment below if you have other concerns with your payroll forms in QuickBooks. I'll be around to help always. Stay safe!

I wanted to share that I worked with a very knowledgeable customer service representative in payroll today and she was able to get me those payroll forms. I am hugely relieved and very appreciative of all of your quick and helpful responses and support. Thank you! Jen

What was the answer?

Hey there, @Roxy16.

Are you trying to view your past forms in QuickBooks Online Payroll? If so, you can use the following steps to locate them within the program. Please be aware that the steps will differ depending on whether you choose to e-file the form or print and file it manually.

If you will or have e-filed your tax form, or we filed for you:

1. Select Taxes, then Payroll Tax.
2. Click the Filings tab.
3. View your current tax forms in the ACTION NEEDED or COMING UP section. Or select Resources, then Archived forms and filings for past forms.
   • If available, select Preview to view forms not yet filed.

If you manually filed your tax form

Step 1: Archive the form

1. Go to Taxes, then Payroll Tax.
2. Select the Filings tab.
3. Next to the tax form you want to save or archive, click File.
4. Select the period and then Archive.

Step 2: View the form

1. Click Taxes, then Payroll Tax.
2. Select the Filings tab.
3. Click Resources and Archived forms and filings.
4. Select the ▼ drop-down menu to filter the form type you want to view.
5. Click the form name, then View.

Please note that if Intuit files the forms for you, all forms are available to view or print approximately 35 days after the end of the quarter. On the other hand, amended forms are available once your case is complete.

If you're unable to access your tax forms, I'd suggest getting in touch with our QuickBooks Payroll Team. They can securely review your account and check your previously filed tax forms.

In case you're using QuickBooks Desktop Payroll, you can check out this article to view your payroll tax forms: How to view previously filed tax forms in QuickBooks. 

Furthermore, you may want to review this article to prepare and be ready for the next payroll: Year-end Checklist.

Please let me know if you have any further questions about accessing payroll tax forms in the program. I'm always available to assist you. Have a great day.