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Set up payroll taxes and forms in Intuit QuickBooks Workforce

by Intuit•574• Updated 1 week ago

Intuit QuickBooks Workforce can automatically pay your payroll taxes and files your forms. You can choose to automate these tasks by completing your payroll tax setup.

Note: The option to turn off the Automated taxes has been removed. To learn more, check out the notifications to new customers and notifications to existing customers.

Prerequisites

To set up automatic filing, make sure you have the following info available:

  • Business info: Your legal business name, address, and phone number.
  • Principal officer info: Name, address, date of birth, mobile phone number, and Social Security number.
  • Bank account: A bank account to use for tax payments and direct deposit.
    • If you’re filing your taxes automatically, provide your Online bank login credentials to connect instantly.
    • If you’re filing your taxes manually, provide the routing and account number.

Complete your tax filing tasks

  1. Go to All apps A bunch of numbers and letters on a tile wall., then Payroll, then Overview (Take me there).
  2. Review the Setup Tasks and complete any outstanding tasks.
    • Set up tax details: Enter missing info such as your Account number or federal EIN, deposit frequency, and rates. If your business isn’t subject to a tax (doesn’t need to pay or report wages), leave the account number blank and enter or select 0 for the rate.
    • Authorize Intuit as your state third party administrator (if applicable): Some states require you to authorize us to pay and file on your behalf as your third-party administrator.
    • E-sign forms: If you’re filing electronically, the Principal Officer must e-sign authorization forms. They will be asked specific questions only they can answer.
  3. Check the status of each state's tax automation in the Automated Taxes box. If you see a Needs Action message, select Finish Up to complete the task.
    • If you see a warning on a task, select Action. Note: if you're viewing this article from Help in QuickBooks, you'll need to close it to see the Action column.

Note: If you can't e-sign the authorization form, you'll need to print and sign it manually. If you're redirected to the Payroll Overview screen, run your first payroll. Once your first payroll is complete, you should be able to print the authorization form and sign it by hand.

Reference: State and local tax agency resources

State tax agency info: If you can’t find your state tax info, visit your state payroll agency website to register, look up info, or contact the agency. 

Local tax agency info

Third-party administrator authorization instructions: select your state below for instructions on authorizing Intuit as your third-party administrator.

Related links

Intuit QuickBooks Workforce CoreIntuit QuickBooks Workforce EliteIntuit QuickBooks Workforce Premium