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sharon-pullman
Level 1

How can I remove/delete state tax information no longer active?

We have 8 or 9 states where we no longer have employees and the employer accounts are closed.
1 Comment 1
BettyJaneB
QuickBooks Team

How can I remove/delete state tax information no longer active?

I've got the steps that you need to eliminate the state information that is no longer active in the system, @sharon-pullman.

 

You have to make the employees inactive and remove their work locations. This way, QuickBooks Online will stop generating tax information for them. You can also archive the tax forms that are no longer needed.

 

Let's start with inactivating the employee's status. You can do this by changing their status to Not On Payroll, or Terminated. Once you've done this, their names will still appear in your reports, but will be marked with an asterisk to indicate they're no longer active.

 

Here's how to do that:

  1. On the left panel, hover your cursor to Payroll and select Employees.
  2. Click the employee name.
  3. Press the pencil icon next to Employment
  4. Update the status.
  5. Hit Done

After that, let's now make your work locations inactive.

 

Here's how:

  1. Click the Gear icon and choose Payroll settings
  2. Under Preferences, choose Work Location
  3. Put a check-mark on the Inactive box.
  4. Press on Save

If you want to archive the forms that are no longer used, you may follow these steps:

  1. On the left pane, select Taxes.
  2. At the top left, select the Payroll Tax tab.
  3. Under Forms, click the  Quarterly Forms or Annual Forms.
  4. Select the form you want to archive.
  5. Select the liability period.
  6. Click Archive.

Capture1.PNGHere's a refrence article about archiving forms in QuickBooks Online: Archive forms.

 

Don’t hesitate to get back to me if you have any other questions about payroll. I'll be happy to help you further. Have a great day ahead. 

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