Why cant I edit Paid Preparer information?

Hey, @acarlton. 

There are two ways that you can edit the paid preparer information in QuickBooks Desktop. Here's how:

File Form Window

1. Go to the Employees menu. 
2. Choose Payroll Center. 
3. Find the File Forms column. 
4. Select a form and then press Create Form. 
5. Hit the Auto-Fill Contact Info button. 

Company Information Window

1. Go to the Company menu. 
2. Pick My Company. 
3. Select the Edit icon (Pencil) on the Company Information window. 
4. Pick Payroll Tax Form Information. 
5. Click the AutoFill button. 
6. Make any changes that you'd like and then hit OK to save the information. 

If you're not able to do these steps above, then you may not have the Enhanced Payroll for Accountant's subscription. You're only allowed to make changes to paid preparer information when subscribed to Enhanced Accountant payroll subscription. 

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. Bye for now!

I have enhanced Payroll but still can not edit the paid preparer area.

Hi @Vicki79,

I'll take care of this query about the option to edit the Paid Preparer information. 

If you're using Enhanced Payroll, this option is unavailable. As stated in the article provided above: QuickBooks Payroll Services and Features for QuickBooks Desktop, it's exclusive for Enhanced Payroll for Accountants. 

In case that's the payroll service you have, I suggest contacting our Technical Support team for further assistance.

Here's how:

1. On your QuickBooks homepage, go to the Help menu.
2. Choose QuickBooks Desktop Help.
3. Tap the Contact us button.

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

This is ridiculous.  The paid preparer hasn't done payroll
for us for years but I can't get her off the form because
we don't have the accountants version?  So her info
is going to the IRS and she is NOT the one doing them.

I know this hasn't been easy for you and your business, Payroll tax auto payment.

As mentioned in the previous replies, you can only modify the Paid Preparer once you have signed up for Enhanced Payroll for Accountants. 

I would recommend contacting our Desktop Payroll Support to further assist you on this. Here's where you can contact us: Contact Payroll Support.

Get back to us if you have any other questions.

I too am frustrated with Intuit/Quickbooks' complete lack of acknowledging this issue. I have switched to a new accountant, but why is there no way to edit the third party designee? They pretend the issue is solved when I am forced to either send the IRS inaccurate information about the third party designee, or file a paper copy. Very unprofessional Intuit.

It is not the kind of impression we want you to feel, @MrNobodySpecial.

Since the issue persists, I suggest reaching out to our Customer Support Team. This way, they can pull up your account in a secure environment and check the cause of the problem.

Here's how:

1. Go to the Help menu.
2. Select QuickBooks Desktop Help.
3. Click Contact Us.
4. Give a brief description of your issue, then select Continue.

To help you stay on top of the year-end’s taxes and forms, I’m adding a link that can assist in preparing the payroll data: Year End Checklist.

Keep me posted if you have other questions about the paid prepared information. I'm always here to help. Take care.

We never had a paid preparer. The information is blank, but the box "Use this information for signature area of payroll forms is checked". This is crazy! I've ben trying to get help for almost a year and nothing has changed. Why does it have to be so difficult? We have the enhanced payroll and pay for it so we can submit our forms online but so far we can't use it.  I've seen many users ask this question and having the same problem but QB seems to not care...  HELP!!!

ELSA

I appreciate you for joining in on this thread, @elsavillaverde. Let me chime in and share my insights about submitting forms online in QuickBooks Desktop (QBDT) Payroll.

To create and submit payroll forms online, we have to add a paid preparer to take charge of our tax returns. In QBDT, we can auto-fill a paid preparer's information. However, this is only available for Enhanced Payroll for Accountants  subscribers. For other Enhanced Payroll subscribers like you, we'll have to enter the details manually when preparing the form.

To view your payroll subscription, please press Ctrl + K. This way, we can confirm if you have the ability to autofill paid preparer's information in QBDT. 

Once confirmed that you're using Enhanced Payroll for Accountants, let's check your company information to view your paid preparer's contact info. Here's how:

1. Go to Company and select My Company.
2. In the Company Information section, please click the pencil icon.
3. Select Payroll Tax Form Information.
4. Click Auto Fill.
5. Unselect the box for Yes, my identified Paid Preparer or Third Party Designee has permission to discuss applicable completed tax forms with the IRS or state agency. 
6. Fill out the information in the Primary Signature section, then click OK.

However, if you're using the regular Enhanced Payroll, let's ensure we've selected the correct payroll form. To do that:

1. Go to Employees and select Payroll Center.
2. Select the File Forms tab.
3. Make sure to select Quarterly Form 941/Sch. B - Employer's Quarterly Federal Tax Return.

In QBDT, we can generate payroll reports to see the taxes you've paid out. This way, we'll have a quick view of your payroll totals, including your employee's wages, deductions, and contributions. We can also customize them so only the necessary information will display.

Feel free to leave a reply for us in the comments below if you have follow-up questions about setting up a paid preparer in QBDT. We're always available in the Community to help. Stay safe!