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evans274
Level 1

Where are the New Forms for new employees to fill out?

 
2 Comments 2
Jen_D
Moderator

Where are the New Forms for new employees to fill out?

It's great to have you here in the QuickBook Community, @evans274.

 

I want to make sure we're able to help you out with your employee setup. However, I need to be sure which form are you pertaining to. Are you referring to the employee's W-4 or do you need a new hire report? Any additional details will greatly help.

 

If you need to get the employee's W-4 information to enter in QuickBooks, you can use Employee’s Withholding Certificate. This way they can enter their personal data such as name, address, social security number, dependents, and adjustments. Your employees can also enter this info when you invite them, but you are required to keep a copy of this for your records.

 

To add the employee or invite them to Workforce to enter their W-4 information:

 

  1. Open QuickBooks Online and go to Payroll.
  2. Select Employees, then Add an employee.
  3. If you want the employee to add some of their own info, fill out the Personal Info section.
  4. For new accounts, use the Ask this employee to enter their personal, tax (2020 W-4), and banking info with QuickBooks Workforce checkbox.
  5. Enter the info in each section, then select Done.

 

However, if you need the new hire report, use this link for the complete instructions: Create a new hire report

 

If you have other concerns with our program besides this employee setup concern, please visit us anytime. We are more than happy to help you out. Have a lovely day, and thanks for reaching out to the QuickBooks Community!

LDO
Level 5

Where are the New Forms for new employees to fill out?

Please be aware that if during a new hire's self setup in workforce, the new employee accidentally checks the new hire box that QB will not do the new hire reporting with state.

 

For QB to automatically  file the new hire report the new employee should not check that box.

Unfortunately the employer has no way of knowing that the new hire checked the box and the new hire reports were never filed with the state. 

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