Desktop: Tax Form Worksheet Error

Let me ensure we'll be able to fix these errors, @Lain.

It's possible that there's a minor data damage in the report that's causing these errors to occur. Let's make sure your company file is up to date you would have the latest product improvements and fixes. Here's how:

1. Go to Help and select Update QuickBooks Desktop.
2. Click Update Now, then select Get Updates.
3. When the update finishes, close and reopen QuickBooks.
4. When asked to install the update, select Yes.
5. When the install finishes, restart your computer.

If you're still getting the same result, let's run the Verify and Rebuild Utility tools. These tools will help us repair reports and list damage in your company file. Here's how:

1. Go to the File menu.
2. Select Utilities.
3. Click Verify Data then select OK to close all windows.
4. Then, go back to the File menu.
5. Select Rebuild Data under Utilities.
6. QuickBooks will ask to make a backup before rebuilding your company file, select OK.
7. Once the rebuild is done, click OK.

Lastly, I recommend reading this article to know what to do if you can't restore your backup company file in QuickBooks Desktop: Fix backup company file issues. 

Please let me know if you need further assistance in handling your reports. Simply add a reply and I'll help you out. 

Done all of that already. Still not working.

I appreciate you getting back to us, Lain.

I'm here to help ensure you'll be able to get the payroll report you need in QuickBooks Desktop.

Updating your payroll tax table is a good start before pulling up any reports in QuickBooks Desktop. This is to ensure that your data is accurate and ready to use.

Once updated, you can pull and run the Tax Forms Worksheets report to get all the W2 information. Here's how:

1. Click Reports at the top menu bar and choose Employees & Payroll.
2. Tap More Payroll Reports in Excel.
3. Select Tax Form Worksheets.
   
4. Choose Annual W-2/W-3, filter the Dates, and hit Create Report.
   
5. This will show all the W-2 information you need.
   

You can also pull up the Payroll Detail Review or Payroll Summary report and export them into Excel.

The article Excel-based payroll reports describe various Excel reports and how to generate them in QuickBooks Desktop.

Let me know the result of this troubleshooting in the comment below. I need to make sure this is resolved and you're back to running your normal business processing. Have a good one, Lain.

I figured updating the payroll tax table would be the solution….but I am running manual payroll. QB doesn’t allow you to update that table unless you have a subscription. So, is there any other way to get my defective software working without having to spend another $500?

I appreciate you for coming back to the thread and for some clarification about getting an updated tax table, Lain. With this, let me share extra details on how updating the tax table work in QuickBooks and ensure that your QBDT working smoothly.

The payroll tax tables provide up-to-date, accurate rates and calculations for federal and supported state taxes, payroll tax forms, and e-file and e-pay options. With this, yes, you're right that QBDT doesn’t allow you to update that table if you haven't a subscription.

On the other hand and as mentioned above, updating your payroll tax table is a good start before pulling up any reports or utilizing different features in QBDT. With this, I suggest performing those regularly to make sure that your program will run smoothly and prevent spending another amount of money.

Lastly, you can open this article to view steps on you can run a specific report that gives you the total payroll wages, taxes, deductions, and contributions if you have an active payroll: Create a payroll summary report in QuickBooks.

Please don't hesitate to click the Reply button below if you have other concerns related to your payroll. I'm always around to help, Lain.

Here's what worked for me, since our taxform starts out with 78000+ lines of data and the limit when excel is in compatibility mode is 65536.  

First I had to downgrade my office from office 365 to a $54 license of office 2016 (thanks keysoff!).

Second in the the program files/quickbooks/components/templates/   directory I found the .xlt file qb_taxforms.

I opened that and saved it as qb_taxforms.xltm  

Then I renamed the original adding .backup to the end of the name.

Then I renamed my new .xltm file as qb_taxforms.xlt  (replacing the original with the wrong extension).

Then rerun quickbooks.  You will get a warning that the extension doesn't match the 'real' file type and have to click 'yes' to continue.

---------------------------------------------

On a side note.  .xlt is office 2007 and one wonders why intuit fails to update this. 

I suspect that intuit has lost the original source code to the desktop version and is milking things for as long as they can get away with.   My suggestion to every intuit desktop customer is to migrate to something web based  (html5) NOT java (oracle)  while you get to pick the time and pace.  

Check out this issue - with a solution from Big Red Consulting.  I had a similar issue with QB Desktop 2022 and this solved it.  Disappointed (but not surprised) this hasn't been fixed with (the overpriced) QB 2023 - I'm putting off my own upgrade until absolutely necessary.  Good luck!

https://quickbooks.intuit.com/learn-support/en-us/reports-and-accounting/re-payroll-reports-in-excel... 

Disgustingly, I am having the same problem.  This is the second QuickBooks update I have done (2022 did the same thing to me) where I experienced this problem. This time I called Microsoft as well. It is not a MS issue.  Last year after 8 hours on the phone with low level support and 3 times being transferred to the payroll support group (I don't subscribe to payroll service) who couldn't help me, silently an update was released a few weeks later and the reports worked.  It never occurred to me that I shouldn't have updated to 2023. 

Anyway I spent 5 hours on the phone yesterday with low level support and all I got was disconnected. I have relied on the worksheets, they are excellent for me with 5 or less employees and a small business. I made do with the standard reports but I have no love for Intuit after 17 years of keeping my software updated and raving about how much I love quickbooks.  

Do you have the fix? I think it's not in the last updated. 

Let's resolve the error you're having to generate your tax form worksheet successfully, bohnne.

First, make sure that your computer meets the program's system requirements. It will guarantee that the application is compatible with your setup and that you do not encounter any unexpected behavior when using it. This link contains detailed information about system requirements for QuickBooks Desktop 2023. Then, keep your software up-to-date to have the latest features and fixes by updating QuickBooks Desktop to the latest release.

Once done, generate the Tax Forms Worksheets report again. If you're still having an error, run the Quick Fix my File from the QuickBooks Tool Hub. For detailed guidance on how to download and install QuickBooks Tool Hub and run Quick Fix my File, refer to this article: Fix company file and network issues with QuickBooks File Doctor.

If the same thing happens, follow the steps from Microsoft to repair Microsoft Office. Then go back into QuickBooks and export a report. We can also toggle your Windows UAC settings on and off. This should reset anything blocking the export feature. Here's how: 

1. Open the Windows Start menu. Type User Account Control Settings into the search and open User Account Control Settings.
2. Select and move the slider to Never Notify. Then select OK.
3. Restart your computer.

If you can export a report, everything is fixed. If you can't, you may need to follow the steps from Microsoft to uninstall and reinstall Excel. If the problem persists, I recommend contacting our Technical Support Team again. They'll further investigate what's causing this issue. Here's how to reach them:

1. Go to the Help menu at the top.
2. Select QuickBooks Desktop Help.
3. Click Contact Us.
4. Enter a brief description of your issue in our Ask a question (or tell us what's wrong) field.
5. Hit Let's talk.
6. Choose a way to connect.

Ensure to review their support hours so, you'll know when agents are available. For more tips about managing reports in QuickBooks Desktop, you can also check out these articles:

• Understand reports
• Export reports as Excel workbooks in QuickBooks Desktop
• Fix export to Excel issues in QuickBooks Desktop

Please know that the Community always has your back, so don't hesitate to let me know If I can be of any assistance. Feel comfortable tagging me in your comments. You have a good one. 

To everyone:

The Tax Form Worksheets under payroll using Desktop has been fixed in 2023 R5_10.

This was a QuickBooks issue - not a Microsoft issue - don't let Intuit try to tell you it is. I had this problem when I upgraded to 2022, and again when I upgraded to 2023. True customer service would #1 know that this is/can be a problem and tell users that they know it, and then get development on the case to fix it. and #2 when you've reported the problem (they know who you are) they should send you a note telling you it has been fixed, and thanks for bringing it to their attention.

Intuit fixed it in 2022, and now they've 'fixed' it in 2023. 

To Intuit: you need to test for these chronic issues before you put out a release and send a 15 step process out to your customers when you know good and well the issue will not be corrected.