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Set up e-file and e-pay in Online Payroll

SOLVEDby QuickBooksIntuit Online Payroll263Updated 1 week ago

Learn how to setup or enroll in E-File & Pay to electronically file and pay taxes using your online payroll services.

You can easily file and pay taxes to the federal and state agency using the E-File & Pay feature in your Online Payroll.

You’re e-file and e-pay setup depends on what product you have.

Note: Not sure which payroll service you have? Here's how to find which payroll service you have.

QuickBooks Online Payroll will automatically generate and process many payroll tax forms if you've opted to have us file them for you, and have completed the e-file and e-pay enrollment.

If you've opted out of automatic tax payments and form filing status, or if you haven't completed the e-file and e-pay enrollment, you must manage your tax payments and filings in the Payroll Tax Center. QuickBooks Online Payroll provides you with the necessary forms or instructions to pay and file payroll taxes yourself.

To have automated tax payments and form filings, or to be able to initiate payments and filings electronically using QuickBooks, complete any e-file and e-pay setup tasks on your To Do List. To check your To Do List:

  1. Go to Payroll then select Overview.
  2. Follow the on-screen steps to complete tasks or add missing info. This may include entering tax information or adding a bank account.
  1. From Setup, select Update Electronic Services.
  2. Select Add / Edit Electronic Services.
  3. Select Start.
  4. Select Yes, I want to electronically pay and file my payroll taxes through my payroll account.
  5. Enter bank account and principal officer info.
  6. Review banking and principal info entered. Select Back to modify or Confirm to proceed.
  7. Confirm IRS details for your business, then Continue.
  8. Select Electronically if you want to enroll in state e-file and pay. If you need to enroll an additional state later on, go back to this page and select your new state.
  9. Select your service fee payment method, then Continue.
  10. Select Show my forms.
  11. Print, sign, and contact us to send or upload the authorization form. From the Help section in your online payroll, select Contact us to connect with a payroll support.

Once authorization forms have been received and bank info has been verified, we'll process the enrollment. You'll receive an email as soon as your payroll account is active for E-File & Pay. Note that each state has a different enrollment lead time.

Frequently asked questions

  1. Enter the new state info.
  2. Go through the E-File & Pay enrollment again. Follow the steps above for your product.
  3. In some cases, you are required to send additional forms. Contact us to send the forms. From the Help section in your online payroll, select Contact us to connect with a payroll support.
  4. You'll receive an email as soon as you can e-file and pay taxes for the new state. Note that the enrollment lead time varies per state.

Contact us to assist you with completing the enrollment process. From the Help section in your online payroll, select Contact us to connect with a payroll support.

We can check the status of the electronic services enrollment for you. From the Help section in your online payroll, select Contact us to connect with a payroll support.

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