Complete your documents in QuickBooks Online Payroll Premium or Elite

When a document is sent to you, it’s added to your list of tasks.

What you’ll need

• An active document task sent to your account.
• Access to the task manager.

Sign a document

1. Go to your Tasks .
2. Select the Review Document task.
3. Select Start.
4. Use Next Field to browse through and complete all required fields.
5. Choose an action:
   • Finish Later: Saves your current progress for later completion.
   • Finish: Completes the document task.

Acknowledge a document

1. Go to your Tasks .
2. Select the Review Document task.
3. Follow the steps on-screen to acknowledge that you’ve reviewed the document.
4. If prompted, indicate whether the document expires and enter an expiration date if required.
   • Important: Once an expiration date is entered in this flow, it cannot be edited.

Approve or deny a document

Some documents require ‌approval rather than just a signature or acknowledgment. 

1. Go to your Tasks .
2. Select the Review Document task.
3. Select Start and review the document.
4. Choose:
   • Finish Later to save your progress, or
   • Continue to decide on the document.
5. Choose one of the following:
   • Approve – the document is approved and your task is completed.
   • Deny – you’ll be prompted to:
     • Send the document back to a prior recipient for changes, or
     • Cancel and archive the document.

Results

The document status is updated. When finished, it disappears from your active task list.

Next steps

Double-check that the document task no longer appears as an item needing attention.