Where do I find the electronically signed authorization forms when I set up payroll and tax?

Thanks for posting the Community space, @userdrburnettbridget.

I'll be glad to walk you through the steps on where to find the electronically sign authorization forms in QuickBooks. 

For QuickBooks Full Service Payroll subscription (QBFSP), you can follow the steps below on how to use e-signature to sign authorization forms.

1. Select the Workers menu, then Employee.
2. Choose New Payroll Tasks.
3. Click E-sign legal authorization forms.
4. Select Continue.

However, if you're using the Enhanced Payroll subscription, please know that the system will only ask how you want to sign your tax documents after entering business information. I recommend going to your Payroll Settings and manually submit the forms by adding the electronic service options.

1. Click the Gear icon in the upper-right corner and select Payroll Settings.
2. Choose Update Electronic Services. 
3. Press Add / Edit Electronic Services.

For reference click this article: Use e-signature to sign authorization forms. It contains the detailed instructions for Full Service and Enhanced payroll.

You can also look for a third-party app if you're using a regular QuickBooks Online that will suit your business needs. You can go to the Apps menu in QuickBooks Online or visit this website: https://apps.intuit.com/.

Once done, click this article on how to set up an employee for direct deposit and how to access the Direct Deposit Authorization form.

For additional reference, you can check these articles to learn more about Direct Deposit: 

• Verify test transaction.
• Online Payroll – Direct Deposit FAQ.

Please keep in touch if there's anything else I can do to help you succeed with QuickBooks. I've got your back. Have a great day and be safe.

Thank you for the information.  I signed the forms when I set up the payroll and I am trying to find a copy of what I signed to add to our files.  I cannot locate the documents after they have been signed in the system. 

Thank you

I can guide you to the right support, @userdrburnettbridget.

You'll want to contact our Payroll Support Team so you can get a copy of the form. Here's how to reach out.

1. Go to (?) Help and then Contact Us.       
2. Enter a brief description of your case, then Let's talk.
3. Click Get a call. Type your info and then Confirm my call.

With these steps, you're able to speak with our phone payroll representatives and request a copy of the authorized form. 

I'm also sharing with you our commonly used articles to get started with Payroll that I'm sure you'll find helpful. It has links and recommendations to payroll-related issues.

Please let me know if you need help with anything else. I'm always here to lend a hand. Thanks for posting and have a good one.

What are the steps for QuickBooks Online Payroll Core?

Thanks for joining us today, @D9Lynn.

I'll share the steps on how to set up QuickBooks Online Payroll Core. This payroll service is a revamped QuickBooks Online Self Service Payroll plus added benefits. It now offers your employees health benefits by signing up for a group health insurance plan via our partner, SimplyInsured.

Here's how to set up:

1. Go to the Workers or Payroll menu, then choose Employees.
2. Select Get Started with Payroll to begin the setup process.
3. Enter in company, employee and tax information.
4. Once completed, you will see a Run payroll button in your Employees screen.  

For more information about the setup, check out this guide: Get started with Payroll.

If you haven't signed up yet, you can visit our page: https://quickbooks.intuit.com/payroll/core/.

In case you need help with other payroll tasks, click this link to go our general payroll topics with articles.

I'll be around if you still have questions or concerns. Just drop them in the reply section and I'm more than happy to answer them for you. Take care and have a nice day ahead.

I have already been through the setup process and the onboarding check list is no longer available. Sorry, I should have been more clear about that. Once the onboarding checklist is no longer available, where can I find the authorization forms for the client to sign?

Hello there, D9Lynn. Thanks for getting back and for the clarification.

You may need to have first the Reporting Agent Authorization (Form 8655) from the IRS website. This form designates to file and sign necessary tax returns, make and submit the Federal Tax Deposits (FTDs), and other tax payments using EFTS. 

Also, there's other information that's required for you to comply with you to get the authorization forms where your clients can sign. To make sure you won't miss a single detail, I would suggest checking the articles below: 
 

• Form 8655, Reporting Agent Authorization
• Learn what acts a reporting agent can perform.

Lastly, you can check the lists of payroll reports that you can run in your QBO account when needed: Learn how to run payroll reports. 

Please don't hesitate to comment again if you have follow-up questions. I'm always here whenever you need help. Take care and stay safe always!