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aliciap
Level 2

Remove notices of prior tax forms due

I just enrolled in Payroll Enhanced, first paychecks dated 10/15/18. Entered all payroll history for 2018 with a QB's rep. We were with a leasing company prior, so they filed our 941's etc under their FEIN. I have notices on my dashboard that I need to file our Q3 tax forms with data populated from our payroll history entered, but we don't need to file as these were filed by the leasing company under their FEIN. How can I remove these notices and ensure that they're not recorded as we didn't file those under our FEIN ever?

13 Comments
qbteachmt
Level 15

Remove notices of prior tax forms due

If you entered Leased "employee" info as if that is Employee Payroll, that would be the mistake. There is no Payroll History for people you leased, for you. You were not their employer during those timeframes.

aliciap
Level 2

Remove notices of prior tax forms due

We were with a PEO, so co-employer. I was advised by the QB's rep to enter all payroll history for tax calculation purposes. Is there a way to fix this?

Charies_M
Moderator

Remove notices of prior tax forms due

Thanks for choosing QuickBooks as your payroll partner, aliciap.

 

I want to make sure your concern about removing notice of prior tax forms due gets taken cared of.

 

Before filing the 941 forms or annual forms, we'll have to record all tax payments as paid to close the tax notices. To do this, let's enter prior tax payments in QuickBooks. 

 

Here's how:

  1. Go to Taxes & Forms.
  2. Click Enter Prior Tax History.
  3. In the Prior Tax Payments screen, click Add Payment.
  4. In the Add Payment screen, complete the following tax payment details.
  5. Click OK to return to the Prior Tax Payments report screen.

If you want to add a tax payment you made before using Intuit Payroll, click Add Payment. If you want to edit a record you have already created, click the Details link and update the information as needed.

 

I'll leave you with an article that provides a detailed instruction oh how to record prior tax payments in QuickBooks: Record prior tax payments.

 

Should you have additional questions about the process of removing tax forms notices, please get back to me by leaving a reply below. I'm always here to help you out.

qbteachmt
Level 15

Remove notices of prior tax forms due

It seems likely you confused Intuit payroll with the issue of "outsourced."

 

YTD payroll is per FEIN, and "outsourced" can be a Payroll Service Provider, like Paychex or ADP or your own CPA office. That is not the same as PEO.

 

It's this easy: Whose FEIN is on the W2 for the prior payroll? If that is not You, this is not your YTD payroll data. When the PEO is the employer until the point of "handoff" this makes you the Successor Employer, but everyone is Newly hired to your FEIN.

aliciap
Level 2

Remove notices of prior tax forms due

Thank you for your kind reply, I have entered all prior tax payments. But these forms still show pending to file.

aliciap
Level 2

Remove notices of prior tax forms due

Right, our PEO filed under their FEIN but the tax forms for Q3 still show pending to file, but we shouldn't file anything for Q3. A QB's rep is the one who entered our payroll history so I'm not sure how that was done exactly.

FritzF
Moderator

Remove notices of prior tax forms due

Hi there, @aliciap.

 

Thanks for your prompt response. Allow me to step in for a moment and help remove the notice of prior tax forms due in QuickBooks Online (QBO).

 

Since you've already entered all prior tax payments as what my colleague @Charies_M provided above, you'll need to archive these forms that are showing overdue to remove these notifications.

 

There are two ways on how to archive these forms. The first one is from the dashboard. Here's how:

 

1. Log into your QBO account.
2. On the Dashboard, locate the forms that are showing overdue.
3. Click File now, then select Archive.

 

I also attached some sample screenshots for your visual guide.

 

 

 

The second one is from the Payroll Tax settings. For your reference, you may check out this article for further guidance: Archive old forms.

 

That should do it! Please let me know how it goes or if I can be of additional assistance by leaving a comment below. I'm always here to help you out. Have a great weekend.

aliciap
Level 2

Remove notices of prior tax forms due

Bless you that's perfect! I had to uncheck "File Electronically" then the Archive button appeared.

Thanks heaps!!

FritzF
Moderator

Remove notices of prior tax forms due

Hi again, @aliciap.

 

I'm glad to know that those steps help you resolved your concern.

 

Thanks for being a part of our QuickBooks family. Please don't hesitate to post again or leave a comment should you have any other concern. I'm always here to help. You take care!

PoolPlayer22
Level 1

Remove notices of prior tax forms due

There are three payroll tax forms outstanding in my client's file.   W-2 A&D, W-2 B & C, MN annual return.

We prepared the W-2 at our office.  

MN returns are showing because someone has a MN address?   We have not filed MN payroll forms for them in the past ten years.

 

Unchecking the box to file electronically is not an option as it is greyed out.

 There is not an Archive button showing.

 I wouldn't use QBO if it were free.

JonpriL
Moderator

Remove notices of prior tax forms due

Good day @PoolPlayer22,

 

Let me step into this thread and share a few insights about your payroll tax form filings.

 

In QuickBooks, the employer copies of W2 cannot be archived because they're electronic copies. You have the option to ignore the task item because it will be removed from your task list after 6 months. But if you feel the urgent need of removing the W-2 task item, I recommend contacting our Payroll Support Team. They've got the tools needed in removing it on their end.

 

For the Minnesota annual return, you can set the profile of the employee to inactive so it won't show on the task list.

 

Please know that you can always get back to us if you have any other questions.

PoolPlayer22
Level 1

Remove notices of prior tax forms due

There are no employees listed in QBO (active or inactive) with a MN address.   MN is not even listed on the payroll tax setup area.   SD is the only state.

 

HoneyLynn_G
QuickBooks Team

Remove notices of prior tax forms due

Hi there, @PoolPlayer22.

 

Allow me to join this thread and help you verify the address of your active and inactive employees.

 

Let's work together to review the work location of your employees:

  1. Click the Gear icon.
  2. Choose Payroll Settings.
  3. Click the Work Locations hyperlink.
  4. Review the list. 
  5. If there's a work location specific to MN address, click the address and tick the Inactive box.
  6. Click Save.

That should stop the MN payroll form from showing, PoolPlayer22.

 

Let me know if you have other payroll questions by adding a comment below. I'm still here to help you further. Wishing you and your business continued success.

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