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dsimard-dand-io
Level 2

How do I set up automatic payments for state payroll taxes?

After I run payroll my federal tax payment is processed automatically. That's great! So how about state taxes? For those I get a warning that tells me I need to pay my california state taxes manually. The note suggests that I can enroll for automatic payments and I'd like to do that but it's not at all obvious how to set it up.

The note led me to a document with instructions that seem useless. It says:

"- enroll by following the steps provided under the **electronic services selection** for california state taxes"
"- once your enrollment is approved, follow the steps in the **electronic services selection** to submit your california state tax payment"

I have two problems here.
1) I have no idea where to find this "electronic services selection" and can't find any other place to enter my information.
2) The prompts for previous payments due to california are now gone. I think quickbooks believes I've made those payments manually. It'd be great to get them back so I could process them once I get set up.

Can anybody help point me in the right direction here? Thanks in advance.

6 Comments 6
Rubielyn_J
QuickBooks Team

How do I set up automatic payments for state payroll taxes?

I'm here to ensure you're able to set up automatic payments for state payroll taxes in QuickBooks, @dsimard-dand-io.

 

You can efficiently file and pay taxes to the federal and state agency using the E-File & Pay feature.

 

QuickBooks Online Payroll Core, Premium, or Elite will automatically create and process payroll tax forms only if you have opted in to have us file them for you. If you have opted out, you must file and pay your taxes on your own. To verify, check your automatic tax payments and form filing status.

 

If you're using QuickBooks Online Payroll Enhanced, here are the steps that you need to take: 

 

  1. Select the Settings ⚙️ menu and choose Payroll Settings.
  2. In Taxes, select E-file and E-pay.
  3. In the E-pay and E-file Setup page, click E-file and e-pay 
  4. Select Federal taxes and your state.
  5. Enter the bank account info to proceed with the connection. 
  6. Choose E-sign to approve your documents.
  7. You can select to print and sign the documents but make sure to contact us to send them.
  8. If you select E-sign, you'll go through a series of questions to complete and pass. If you fail, you'll be asked to print, sign, and send the documents. Contact us to send the documents. 

 

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.

 

For more information, check out this article: Setup E-File & Pay

 

Additionally, I attach a link that provides some information on how to how to enroll in e-services so you can pay or file your federal and state payroll taxes online: Pay and file payroll taxes online.

 

Don't hesitate to comment below if you have other questions about setting up automatic payment for payroll taxes. I'll be more than happy to help. Have a pleasant day!

dsimard-dand-io
Level 2

How do I set up automatic payments for state payroll taxes?

Hi, sorry, I'm still not getting it. I have payroll Core btw, in case that's relevant. 

Some details after pursuing the links you sent me above:

 

1. I have payroll Core
2. I checked my 'automate taxes and forms' status and it is set to ON.
3. Under "payroll settings" -> "California tax" I already entered my CA employer account number
4. Also in that section there is a deposit schedule set to semi-weekly, effective 1/1/2021
5. Also in that section there are rates set up for CA SUI, and CA Employment Training Tax Rates
6. Note that I've already entered all my bank info and Quickbooks is using it successfully to make automated payments for my Federal taxes. It's only state taxes that are not processing.

I can't find anything else to enter or to change that looks like it would make the automatic payments work. What am I missing?

RenjolynC
QuickBooks Team

How do I set up automatic payments for state payroll taxes?

Hello, dsimard-dand-io.

 

Thanks for getting back here and for confirming your payroll subscription. With QuickBooks Online Payroll Core, we handle the federal and state payroll taxes. This is to ensure that your business processes taxes on time. 

 

You can contact our Payroll Support Team to check your state e-file status.

 

Here's how:

 

  1. Click the Help icon located in the upper right-hand corner.
  2. In the Help window, click the Contact Us button located at the bottom.
  3. Enter your question and click Let's talk.
  4. Choose either Start a chat or Call us.

If you have the new QuickBooks Assistant help update, you can follow these steps:

 

  1. In your QuickBooks Online account, go to the Help > Assistant.
  2. Type Talk to a human and click the Contact a human button.
  3. Select Live Chat / Call me back.

I'm also adding these articles to learn more about the process: 

 

Please feel free to reach out again if you have any additional questions or other payroll concerns. We're always around to help you out. Take care!

jonsmalljon
Level 2

How do I set up automatic payments for state payroll taxes?

Yeah.  I'm in the same boat as the OP.  I've had core for almost 5 months and have spoken to many people, many times at intuit.  No one knows how to automate my state taxes.  I have to do them manually.  I've set everything up, faxed forms, chatted, called, emailed.  Lots of promises, but no solutions.  I called my state too and they were baffled.  The state said that there is no reason why quickbooks can't pay/file my state income taxes.  About to quit this service if nothing changes soon.

jwilson88
Level 3

How do I set up automatic payments for state payroll taxes?

I have the same problem.

I noticed there was a task that I needed to complete - Fill out a Power of Attorney form for my State taxes. (Minnesota)

I signed and submitted to QB.

Hopefully this will take care of the problem.

 

Good Luck,

Sam

P.S. QB Payroll showed me the popup for "Talk to a Live Person" when I was trying to figure this out. I clicked it and the message says something like this, "We are only open during business hours. Check back then."  It was Tuesday morning at 8.45 AM Central Standard time.  What the heck?   Maybe their standard business hours are Philippines time!

Tazor2563
Level 1

How do I set up automatic payments for state payroll taxes?

I am having the same problem!!!!! Did this get fixed or what program did you guys end up moving to, because obviously quickbooks doesn't get it.

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