How do I change the paid prepare in QuickBooks?

Hello, lori-cravercpa-c. 

I can walk you through on how to change your paid preparer's in QuickBooks. You can go to the Federal Form Preferences page, from there you can modify the information. Here's how: 

1. Sign in to QuickBooks Online Accountant. 
2. Click the Gear icon and select Payroll Settings. 
3. Under the Payroll and Services section, select Federal Form Preferences.
4. In the Paid Preparer Information box, click Yes.
5. Update the information and click OK.

The information you've entered in paid preparer will show up on the Federal; forms 941, 944, and 940. 

Should you need any further assistance, please don't hesitate to let me know. I'm here to help you every step of the way. Stay safe!

There is no form preferences option under payroll settings

Hi there, @Shanna10. Let's collaborate to determine the reason for the missing form section in your payroll settings.

Missing options are usually a result of too much accumulated historical data. Whenever you visit a website, it saves some information from the web page in its cache and cookies. These files allow the websites you visit most often to load faster. Not to worry, clearing them will do the trick.

First, let's try accessing your account through an incognito window to rule out the possibility of a webpage issue. You can refer to these shortcut keys to open an incognito window in all supported browsers:

• Chrome: Ctrl + Shift + N
• Firefox: Ctrl + Shift + P
• Safari: Command + Shift + N

After logging, go to your payroll settings and check if the Federal Form Preferences section shows.

If it does, switch back to your regular browser. Then, clear its cache. This way, you can access QuickBooks with a clean slate. You can also use a different supported one.

You can check out these resources on how to increase your QBO experience: 

• Why is my QuickBooks Online slow?
• Why doesn't anything happen when I select a button or link?

Additionally, let me share these resources that will guide you in filing your taxes and accessing your tax forms in QuickBooks:

• Pay and File Payroll Taxes and Forms
• Access Payroll Tax Forms and Tax Payments

I'll be around if you have any other concerns about accessing your forms. Drop them below, and I'll get back to you as soon as I can. 

I created the incognito window and there were no new additions to Payroll Settings.  Federal Form Preferences does not show.

Hi there, 684196.

I want to ensure this gets resolved, and I appreciate you performing some troubleshooting steps to change the paid preparer. Since the Federal Form Preferences page doesn't show on your end, let me direct you to the right support team by contacting our QuickBooks Payroll Support Team. They have the tools to pull up your account in a secure environment and help you change your payroll settings.

To reach them, click the ? Help button at the top-right corner and select Contact Us to talk with a live agent. Ensure to review their support hours to know when agents are available.

For future reference, here's an article for guidance in paying and filing payroll tax forms: Pay and file payroll taxes and forms in QuickBooks Online Payroll.

If you have other questions concerning QuickBooks Payroll, let me know in the comment section below. I'm always here to help. Have a good one!

This has been a question recently from my bookkeeping team as our firm was recently merged/purchased so our paid preparer information needs to be updated and I cannot find these preferences on ANY of my MANY QBO clients.

Do we need to reach out to support for all of our payroll clients to update the pair preparer information as it appears to no longer be available for paid preparers to change as necessary?

Thank you,

Jessica

Hello there, @Caeriah. 

I've got some steps to help you update your pair preparer. Here's how:

1. Go to the Gear icon.
2. Select Payroll settings.
3. Navigate to the Federal form preferences section
4. Click the Pencil icon to edit.
5. Under Paid preparer, choose Yes.
6. Fill in the necessary details.
7. Click Save.
8. 

Moreover, there's no need to contact our support since you'll be able to edit it on your end.

For a guide on checking your past tax forms and payments, please refer to this article:  View your previously filed tax forms and payments.

Let me know if you have more questions about your paid preparer. I'll be here to provide assistance. Have a great day ahead.

Same. We dont have that option either. Frustrating...

Hello there, Abarlow97.

We have received reports from other users about not having the option to change the paid preparer in QuickBooks Online (QBO). And our product engineers are investigating the root cause and implementing a fix. While they do, I suggest contacting our Customer Care Support Team to include you in the list of affected users. Once they add you, expect an email from our engineers for updates. 

To reach them, click the ? Help button at the top-right corner of your QBO account and select Contact Us to talk with a live agent. Ensure to review their support hours to know when agents are available.

For future reference, here's a great resource to help you close out your current year and prepare for the new year in QuickBooks with your accountant: Year-end checklist for QuickBooks Online Payroll.

Don't hesitate to let me know if there's anything else I can do to help with payroll. I'm always here to assist. Have a nice day.

Same problem.  No option for Federal form preferences.  How am I supposed to put the paid preparer info in the fields?

We see how essential the Federal form preferences option is to you and your business, @lparker3. Let me help you regarding this matter.

Note that in QuickBooks Online, only the admin can have the option of Federal form preferences as they are the ones who have access to modify that feature. To put the paid preparer info in the fields, you can ask your admin to handle it.

However, if you're the admin, we advise performing browser troubleshooting to rule out issues with your browser. Know that browsers accumulate temporary internet files that can affect your browsing experience. Too many internet files can sometimes change how your QBO company behaves, resulting in errors when performing tasks. See the following keyboard shortcuts for suitable browsers to open a private window:

• Google Chrome: Ctrl + Shift + N
• Mozilla Firefox: Ctrl + Shift + P
• Safari: Command + Option + P

Check out this article for a step-by-step process on clearing your cache: Clear cache and cookies to fix issues when using QuickBooks Online.

If the issue persists, you can reach our support team to investigate this concern thoroughly and provide the necessary help.

Moreover, you may want to see this reference as a guide when filing your taxes and accessing your tax forms in QuickBooks: Pay and file payroll taxes and forms electronically in QuickBooks Online Payroll.

Reply below if you have further questions about Federal form preferences. We're here to help. Keep safe!

per QB support - only Master Admin (i.e. client) can change the Paid Preparer after submitting some form. 

So frustrating - the client sends the invitation to the accountant, therefore gives the accountant permission to file the reports - but we can't update the preparer info??? Does that makes sense to anybody?

How do you get the form?

How do you get this form?

There's no form needed when trying to change the paid preparer in QuickBooks Online (QBO), @lhilscher.

Just ensure that you're logging in as the Master Admin of the account. Then, edit the paid preparer information in the settings.

Here's how:

1. Go to the Gear icon and choose Payroll settings.
2. Navigate to the Federal form preferences and click the Pencil icon.
3. Make the necessary changes. Then, click Save.

Additionally, you can run payroll reports to get an overview of your business finances.

Let me know if you have further questions about paid preparers in QBO. I'll be here to lend a hand.

It always amazes me how out of touch Support is.  WHY WHY WHY does QBO take these options away from us professionals.   The option to add / edit a paid preparer or third party designee is NOT available to master admin users.  We're forced to wait on hold for a rep (who doesn't know accounting) to make the change.  There has to be another way.....

I hear your sentiments, @toddgandwcpas, and know how essential it is to receive timely and effective support when needed.

Modifying the paid preparer in QuickBooks Online requires Primary or Company admin access. You can verify your role to understand your capabilities within your QuickBooks company. Here's how:

1. Open your QuickBooks company.
2. From the Cog Wheel, choose Manage Users.
3. Click the Users tab.

If you're the company admin, I recommend performing some troubleshooting steps shared by KayeP above.

If the issue remains, I suggest contacting our Phone Support team so they can review your account and provide the necessary help. They can also open an investigation ticket if need be.

Moreover, QuickBooks offers various payroll reports to get a closer look at your finances and manage them.

I'll be in the Community space if you have more questions about accessing your forms. Drop them below, and I'll get back to you. 

I suggest you re-read the thread.  There is a known issue w/ that option not appearing.  I could log in using 23 different browsers, but I still won't see the option to edit/change the paid preparer or third-party information.   I maintain 30+ client QBO accounts and am currently looking for QBO alternatives.   As a paid professional, I know what I'm doing.  Intuit is going out of its way to make my job more difficult by removing these options.   Maybe some Intuit software engineers should move out of their mother's basement and start experiencing life.  At the very least, they should take an Accounting 101 course.