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Level 2

This is my first time filing taxes. I want to make sure I print the correct forms and submit everything correctly.

 
2 Comments
Level 3

This is my first time filing taxes. I want to make sure I print the correct forms and submit everything correctly.

Hello there, @DawnD,

 

Welcome to the Community. It would be my pleasure to help you with your first tax filling.

 

Let me share the tax forms that need to be filed.

 

Since it’s the first month of the year, you’ll need to prepare the Form W2 and the Form 940 (Federal unemployment) these forms are the federal forms that need to be filed annually. Anyways please make sure that you’re enrolled in the e-services feature of QuickBooks for you to be able to do this.

 

For more details about Form w2 and Form 940 please check these articles:

Then for your state, please check this article to see the specified form that needs to file annually: Year-end annual form agency.

 

Please note that it depends per state if they allow QuickBooks to electronically filed and pay their taxes. You can check this article for more details: Payroll Tax Compliance.

 

If you have Set up and use Automated Sales Tax, you will also be able to file your sales tax liability and returns directly through QuickBooks Online. Please check this article for details: US Sales Tax – E-Filing and Payments.

 

For future reference in case you’ll be preparing form 941 after the end of the first quarter, here’s how:
1.  Click Taxes, then Payroll Tax.
2.  Next click on Quarterly Forms, then on the right-hand side, click on 941 then hit View.


That should do it! Please let me know if there’s anything else you’d like to know about filing taxes. I’ll always be here to help. Have a great day!

QuickBooks Team

This is my first time filing taxes. I want to make sure I print the correct forms and submit everything correctly.

Hey @DawnD,

 

It's nice to see you in the Community again. I'm here to provide assistance with filing taxes.

 

First, I'd like to take a moment to congratulate you on the achievement and milestone of needing to file taxes for your business for the first time. I'm including some articles that go over the process for preparing and filing taxes:

 

 

I believe these resources will help you with submitting taxes and get you back to business.

 

Please don't hesitate to let me know if you have any questions. Have a nice day. 

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