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E-file payroll tax forms for your clients

SOLVED•by QuickBooks•10•Updated September 06, 2023

Learn how to e-file federal payroll tax returns as an accountant on behalf of your clients in QuickBooks Online Payroll and QuickBooks Desktop Payroll.

Once you have established yourself as a Reporting Agent and are authorized to e-file returns, you can prepare and submit Forms 941, 944, or 940 payroll tax forms on behalf of your client from QuickBooks.

E-file payroll tax forms

Here’s how you e-file your client’s federal tax returns with QuickBooks. You can also e-file their state tax forms in QuickBooks.

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

QuickBooks Online Payroll

Set up your client's account to pay and file with QuickBooks Online Payroll.
Once your client’s electronic services is active, you can then file their payroll forms in QuickBooks Online Payroll.

QuickBooks Desktop Payroll

Select Employees, then Payroll Center.
On the File Forms tab, select the version of the appropriate form with For Reporting Agents in the title.
Select Create Form.
Enter and review the required information.
Select Check for Errors.
If you get an error message, fix all the errors. You can’t proceed with errors on the form.
Select Submit Form.
In the Print/E-File window, select E-File Federal Form.
In the login screen, enter the requested information, including your EFIN and your e-Services PIN.
Select Remember my information for next time to save your information.
Select Submit.

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