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wheelsontop
Level 1

How do i turn off epay and efile

i need quickbooks not to efile or epay my state
19 Comments 19
Rose-A
Moderator

How do i turn off epay and efile

Good day, wheelsontop. I'd be pleased to help turn off your e-pay and e-file services for your state in QuickBooks Online.

 

You can follow the step-by-step process below in turning off the e-services feature in QuickBooks Online.

 

  1. Click the Gear icon at the upper right corner and choose Payroll Settings.
    z.PNG
  2. Select E-file and e-pay.
  3. Choose the option to Manually with paper coupons.
  4. Hit Next.

 

For other references, you can read through the following articles in case you need help with changing your state account number as well as when your tax payment and filing deadlines:

 

Tax deadline changes by state due to COVID-19.

Changing a state account number.

 

If I can be of help while working in QuickBooks, feel free to let me know by adding a comment below. Have a great rest of your day!

Rose-A
Moderator

How do i turn off epay and efile

Hi, wheelsontop.

 

Hope you're doing great. I wanted to see how everything is going about turning off your e-pay and e-file feature. Was it resolved? Do you need any additional help or clarification? If you do, just let me know. I'd be happy to help you at anytime.

 

Looking forward to your reply. Have a pleasant day ahead!

adthomas8
Level 1

How do i turn off epay and efile

How can I do this in Quickbooks desktop?   My accountant is requesting that my Intuit Assisted service NOT efile my Q3 941.  She wants to print it and efile it.  

Jovychris_A
Moderator

How do i turn off epay and efile

Let me help you manage your E-File and E-pay services for 941, @adthomas8.

 

Before we start, make sure to get the most up-to-date feature release in QuickBooks Desktop and the payroll tax table. This way, you can switch your payment method to file and pay Q3 941 taxes manually.

 

Here's how to update your filing method:

  1. From the Employees menu, go to Payroll Center.
  2. Go to the File Forms tab.
  3. Under Other Activities at the bottom, select Change Filing Method.
  4. In the QuickBooks Desktop Payroll Setup, select Filing methods.
  5. Double-click the Federal Form 941 from the list.
  6. In the Filing Method options, select Print and Mail, then Finish.
  7. Once done, hit Finish Later.

 

On the other hand, if you're unable to do this step in your Assisted Payroll, I recommend contacting our Technical Team. You can contact them through chat or messaging. Make sure to enable pop-up windows on your browser settings to launch the chat box and connect with our live agents.

 

To reach us, follow the steps below:

 

  1. Open QuickBooks and click the Help menu.
  2. Select QuickBooks Desktop Help.
  3. On the pop-up screen, select Contact Us.
  4. Type your concern in the What can we help you with? box.
  5. Hit Continue, then scroll down to get your contact options (Chat or Have us call you).

 

In case you want to file your Quarterly federal taxes in this year's final quarter, you can follow this guide: Set up your Federal Forms,941 for e-file in QuickBooks Desktop.

 

Feel free to update me on how it goes. I'll make sure to assist you more if you need anything else with the payroll and tax settings in QuickBooks Desktop. Stay safe and well!

Deskjockey
Level 1

How do i turn off epay and efile

In payroll settings, E File & E Pay is not an option

FritzF
Moderator

How do i turn off epay and efile

Hi there, @Deskjockey.

 

Thanks for joining this conversation. Allow me to hop in and share information about the e-file and e-pay option in QuickBooks Online (QBO).

 

Are you trying to turn off the e-file and e-pay option as well? If so, you may be using a different payroll subscription. You can proceed to the Taxes and forms section instead. However, it is not recommended to turn this off this month (January) to prevent tax filing issues.

 

If you still wish to turn it off, here's how to do it:

 

  1. In QBO, go back to the Gear icon at the top right, then Payroll Settings.
  2. In the Taxes and forms section, select Edit ✎.
  3. Clear the Automate taxes and forms checkbox.
  4. Decide how you plan on making your tax payments and filings.
  5. Hit Save to complete.

 

To learn more about managing tax payments and form filings in QBO, consider checking out this article: Manage automatic tax payments and form filings.

 

For tips and others payroll resources, I recommend visiting our website for reference: QBO Payroll self-help articles.

 

Reach out to me if you have follow-up questions about taxes and forms or something else in QBO. I'll be happy to answer them. Have a good one.

hcmarine
Level 1

How do i turn off epay and efile

This is no longer an option in QB Online. I have been trying for weeks to get it turned off and Intuit is giving me the run around. It's Frustrating!

RoseJillB
QuickBooks Team

How do i turn off epay and efile

Hello there, @hcmarine.

 

I understand the urgency of turning off the feature to get you back to business. I tried this on my test file account and have had it replicated. Let me share with you how I turn off automated taxes and forms in QuickBooks Online (QBO).

 

Here’s how:

 

  1. Go to the Gear icon and select Payroll Settings.
  2. Click on Taxes and forms to expand the menu and select Edit.
  3. Untick the Automated Taxes and Forms box to turn off the feature.
  4. Click Save. Then, Done.

 

TAXES 02152022.PNG

 

Moreover, you can check out this article to learn more about managing automatic tax payments and form filings in QuickBooks Online.

 

If the steps that I provided above are not available on your end, I suggest contacting our Technical Support team. This way, they’ll be able to go over your account and double-check everything. Our phone representatives have tools that can access your account to reinvestigate the issue and can provide fixes immediately.

 

Here's how to get in touch with them.

 

  1. Go to the (?) Help icon in your QuickBooks Online (QBO) account.
  2. Select the Search tab, and click Contact Us.
  3. Enter a brief discussion of your concern and click Continue.
  4. Select either Chat with us (if you preferred messaging) or Give us a call.

 

Please ensure to review their support hours to know when agents are available. This way, you can contact them at a time that is convenient for you.

 

Furthermore, you can utilize this article about the year-end guide for QuickBooks Online.

 

Hit me up if you need further assistance with taxes. Know that the Community is always here to assist you. Have a great day!

vickiallely
Level 2

How do i turn off epay and efile

How do I turn off a state e-pay, manual is not an option?

JessT
Moderator

How do i turn off epay and efile

Hi vickiallely,

 

Thank you for joining in on the thread. I'll share information about E-pay.

 

Right now, the option to disable the E-pay payment method for state taxes is not available on QBO Payroll. We only have one switch, Automated taxes and forms, which will turn on or off the E-pay option for all applicable taxes. This is different from QB Desktop Payroll, where there is an option to choose a payment method for each tax item.

 

I understand that having the mentioned option is helpful for you. Feel free to submit a suggestion by going to the Gear icon and choosing Feedback. This way, our engineers can consider making changes in future updates.

 

Let me know if you have other concerns about QBO Payroll. Have a good one!

JEFFD7002
Level 1

How do i turn off epay and efile

Question.  I need to manually file and pay State Taxes for this quarter because we have omitted SUI for the owner / officers however two payrolls were run with accruals for SUI.     If I turn off Automated payments temporarily, manually file and pay the State SUI outside of QBO online and then re-enable it after I have done so to file our Federal 941 will that work?

SheandL
QuickBooks Team

How do i turn off epay and efile

You can re-enable your automated payments after turning it off, @JEFFD7002. However, since you've already processed two payrolls, I'll direct you to the support team that can help you with this.

 

You can contact our payroll support team so they can assist you in correcting the two prior payrolls and help you with the next steps in manually filing and paying your state taxes. This way, you can ensure that the tax forms you'll submit are accurate and correct. Our customer care team has the necessary tools and expertise to help you in this situation. To contact them, here's how:

 

  1. Open your QuickBooks Online (QBO) company.
  2. Go to Help (?), then click Contact Us.
  3. Write your concern, then pick Let's talk.
  4. Select a way to connect with us.

 

Please note that for QBO Core, our support time is available through Monday-Friday, from 6 AM to 6 PM PT. For QBO Payroll Premium and Elite, you can contact us any time of the day.

 

You can read this article for reference: Contact Payroll Support.

 

If you want to learn more about how to view past forms and payments you've submitted, you can read this article for guidance: View your previously filed tax forms and payments.

 

Feel free to get back to this post if you have other questions about automated payments in QBO. I'll make sure to answer it as soon as possible.

JEFFD7002
Level 1

How do i turn off epay and efile

I did contact your online Payroll Support team and they indicated that they could not help me because they could only reverse ALL of the collected UI Premiums for all payrolls run for the LLC Members and not just two of them for Q2 2024.  Unfortunately for the State of Oregon, all previous UI insurance premiums collected are non-refundable and if we report UI premiums at the beginning of the 2 year period we are required to pay these for 2 years going forward.   I have to make sure we do not over-pay for Q2-2024 and that we do NOT report any wages for Q2 for these two members.  Either can trigger obligations going forward.  

Question:  If I turn off Auto-payments and filings, will the scheduled payments in queue turn off as well or will those still be automatically paid and filed?  If Auto-Payment is turned off today, will that halt any existing and future payments or only future payments that have not yet accrued?

JEFFD7002
Level 1

How do i turn off epay and efile

I did contact your online Payroll Support team and they indicated that they could not help me because they could only reverse ALL of the collected UI Premiums for all payrolls run for the LLC Members and not just two of them for Q2 2024.  Unfortunately for the State of Oregon, all previous UI insurance premiums collected are non-refundable and if we report UI premiums at the beginning of the 2 year period we are required to pay these for 2 years going forward.   I have to make sure we do not over-pay for Q2-2024 and that we do NOT report any wages for Q2 for these two members.  Either can trigger obligations going forward.  

Question:  If I turn off Auto-payments and filings, will the scheduled payments in queue turn off as well or will those still be automatically paid and filed?  If Auto-Payment is turned off today, will that halt any existing scheduled / future payments or only future payments that have not yet accrued from payrolls not yet processed?

GebelAlainaM
QuickBooks Team

How do i turn off epay and efile

Hello there, @JEFFD7002.

 

I appreciate what you've done so far. Allow me to provide additional information about turning off Automated taxes and forms in QuickBooks.

 

Turning off the option to automate tax payments and filings will stop the scheduled payments and you'll have to manually submit them instead. However, you can still receive notifications when your tax payments and form filings are due on your payroll To Do list.

 

To turn off the said feature, check the steps below.

 

  1. Go to the Gear icon, then choose Payroll Settings.
  2. In the Taxes and Forms section, select the Pencil icon.
  3. Clear the Automate taxes and forms checkbox.
  4. Select how you plan on making your tax payments and filings.
  5. Hit Save, then Done.

 

To learn more about payroll taxes and filings, visit this article: Set up QuickBooks Online Payroll to pay and file your payroll taxes and forms.

 

To view your payroll tax payments and forms in the program, check out this guide: Access payroll tax forms and tax payments.

 

If you have any other questions or concerns besides automated payroll tax, add them to your reply. I’ll be here anytime.

celenakim
Level 2

How do i turn off epay and efile

Hi, 

Certainly! To turn off e-pay and e-file in QuickBooks Online, follow these steps:

1. Click the Gear icon at the upper right corner.
2. Choose “Payroll Settings.”
3. Select “E-file and e-pay.”
4. Opt for the “Manually with paper coupons” option.
5. Click “Next” to save the changes1. If you’re using QuickBooks Desktop, you can update your filing method by going to the Employees menu, selecting Payroll Center, and choosing “Change Filing Method” under Other Activities12. Hope this helps!

JEFFD7002
Level 1

How do i turn off epay and efile

This did not work.  It did not cancel any existing / pending payments.  It says that it won't go into effect until August 1st and that Quickbooks will handle and file all reports and payments until July 31st.

JEFFD7002
Level 1

How do i turn off epay and efile

When I make this change it says it won't go into effect until August 1st, 2024 and that Quickbooks will handle all taxes and filings up to July 31st.  I am trying to cancel the pending State Filings so I can remove our wages from the Unemployment Insurance which we will do outside of Quickbooks and report and pay outside of quickbooks. 

 

AileneA
QuickBooks Team

How do i turn off epay and efile

Let me explain why it won't take effect until August 1st, 2024, when you make changes to your tax filing, JEFFD7002.

 

In QuickBooks, the tax payment schedule depends on the schedule you set up in the system. If you are classified as a quarterly depositor, the taxes for the current month will be due by the 15th day of the following month. Here's an example to clarify:

 

  • Jan 15 for income you earn during the fourth quarter (Sept. 1 to Dec. 31)
  • April 15 for income you earn during the first quarter (Jan. 1 to March 31)
  • June 15 for income you earn during the second quarter (April 1 to May 31)
  • Sep 15 for income you earn during the third quarter July 1 to Aug. 31)

 

This is why it won't affect the changes when you modify it, as this is how the system handles quarterly depositors.

 

For more information, you can refer to these articles:  

 


If you have any further questions or need additional assistance with taxes filling in QBO, please feel free to ask again in the Community. We're always here to help.

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