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hiline1
Level 3

How do I open previously efiled tax returns

I can view the list of previously E filed returns. Specifically need to open Ca DE9s and send pdfs to my tax person. Unable to figure out how to open them. Help.

Thank You

Solved
Best answer February 20, 2024

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hiline1
Level 3

How do I open previously efiled tax returns

I found the files. I had this issue before and went back to that post and figured out hat the files were in a different folder.

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3 Comments 3
SarahannC
Moderator

How do I open previously efiled tax returns

Let's open the previously filed tax return successfully, hiline1.

 

The E-Filings tab shows details, but it'll not open as PDF. Since they are visible in the E-filings tab, you'll see them in the Saved Filings tab. From there, you can open CA DE9s and send PDFs to your tax person. Here's how:

 

  1. Go to the Employees menu and select Payroll Center.
  2. Click File Forms.
  3. Under Filing History, select Saved Filings.
  4. Find the form you want to view.

 

Still, please note that the location of your company file affects the saved filings, so ensure your company file is not in a different location.

 

Additionally, you can read this article if you need to correct your employees' YTD or other payroll data: Adjust payroll liabilities in QuickBooks Desktop Payroll.

 

If you still have concerns about viewing forms in QuickBooks Desktop Payroll, please let me know by commenting below. I'll be around to help.

hiline1
Level 3

How do I open previously efiled tax returns

Thanks @Sarahann but the saved filings only go back to June of 2023. I need all 4 qtrs of 2022.

Cant figure out how to get older filings to show up.

hiline1
Level 3

How do I open previously efiled tax returns

I found the files. I had this issue before and went back to that post and figured out hat the files were in a different folder.

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