date for 2024 payroll forms update

Yes, you'll lose access to your payroll forms 940 and W2, Nancy. Let me discuss the specifics below.

The update for payroll forms in QuickBooks Desktop (QBDT) is usually released at the end of December 2024 or early January of the following year. Since your QBDT Payroll subscription ends on December 15, 2024, you will lose access to your Form 940 and W-2 for printing.

Moreover, printing and e-filing the updated forms require an active QBDT subscription with the latest release. As a workaround, you can generate payroll reports within the software to cross-verify data, minimizing errors and discrepancies before manual filing. Here's how:

Payroll Summary report

1. Go to Reports and click Employees & Payroll.
2. Select Payroll Summary.
   
   
   
   
3. You can modify the report details by clicking the Customize Report button in the upper left corner.

Tax Form Worksheets

1. Follow Step 1 from the previous instructions mentioned.
2. Select More Payroll Reports in Excel.
   
   
   
   
3. Click Tax Form Worksheets.

Then, secure pre-printed copies of the forms outside QuickBooks and manually mail them to the IRS and SSA.

Finally, I'll add this article to help you export your data and ensure you retain access to your financial records in QBDT: Import and export data in QuickBooks Desktop. 

If you have other questions, please click the Reply button below. We'll be around to assist.

Thank you for your response, I was hoping for another solution. I had surmised this would be the situation but it never hurts to ask. I do have all my payroll total reports done for the year as I ran the final salaried payrolls last week, so I will use those to manually prepare or use the IRS app to e-file the annual forms.  I must admit I was hoping for more support from Intuit/QB after 30 years of using their products for just a 2-3 week extension.This is a disappointment but not the end of the world. I appreciate your input...

@nancy M 

You can use the trial version of QBD Enterprise as a workaround. You don't have to renew your Enhance Payroll subscription.

My payroll subscription continues into January, however the 2024 year end forms are not yet available on quickbooks payroll , yet they are available from the IRS website. Is there a date for the forms to be updated in the software?

@tompolistina 

They just released Payroll Compliance Update 22501 a few hours ago. To make sure you received the latest update, open QuickBooks and choose Employees > Get Payroll Updates. If you don't see a message that says, “You are using tax table version 22501,” select Update.