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Community Contributor **

Manually Entering a 940 Payment in Quickbooks Desktop

Hi! We missed our 940 tax payment for 2018...we didn't actually "submit" the form. This week we did submit the form via Quickbooks, and paid the amount owed online. Nowhere in Quickbooks does it show the amount we owe is open. Because of this, I'm not sure how to record in Quickbooks that we paid this tax. Any help would be much appreciated!

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Best answer 07-17-2019

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QuickBooks Team

Re: Manually Entering a 940 Payment in Quickbooks Desktop

Hi there, OfficeMgr3336.

 

Thank you for posting here in the QuickBooks Community.

 

Since you already paid the amount owed online. You can use outside the payroll setup window to record in Quickbooks that you paid this tax.

 

Here'show: 


1. At the top, click the Help icon, then About Intuit QuickBooks.
2. To open the Setup YTD Amounts window, press Ctrl + Alt + Y or Ctrl + Shift + Y.
3. Click Next until you reach the Enter prior payments page.
4. Select Create Payment to enter all prior payroll tax and non-tax payroll liability payments.
5. Enter the Payment Date and For Period Ending date.
6. Under the Taxes and Liabilities field, choose the payroll tax item that you've already paid and want to record in QuickBooks Desktop. To remind you of what the payment is for, you can add under the Memo column.
7. Select Accounts Affected button. You'll be routed into another window and select how it will affect your COA. Click Ok.
8. If you have completed your first payment, continue to the next by selecting Next Payment.
9. Select Done to save your work, then Finish to close the window.

 

For additional information as well as screenshots for the steps above, you can check this article: Enter historical tax payments in QuickBooks Desktop Payroll.

 

Also. you can refer to this article to learn about the E-File and E-Pay services to help you send your forms and payments electronically to the appropriate agencies: Understanding the E-File and E-Pay services.


I'll be glad to help you if you have any other questions.​ Have a good day!

3 Comments
QuickBooks Team

Re: Manually Entering a 940 Payment in Quickbooks Desktop

Hi there, OfficeMgr3336.

 

Thank you for posting here in the QuickBooks Community.

 

Since you already paid the amount owed online. You can use outside the payroll setup window to record in Quickbooks that you paid this tax.

 

Here'show: 


1. At the top, click the Help icon, then About Intuit QuickBooks.
2. To open the Setup YTD Amounts window, press Ctrl + Alt + Y or Ctrl + Shift + Y.
3. Click Next until you reach the Enter prior payments page.
4. Select Create Payment to enter all prior payroll tax and non-tax payroll liability payments.
5. Enter the Payment Date and For Period Ending date.
6. Under the Taxes and Liabilities field, choose the payroll tax item that you've already paid and want to record in QuickBooks Desktop. To remind you of what the payment is for, you can add under the Memo column.
7. Select Accounts Affected button. You'll be routed into another window and select how it will affect your COA. Click Ok.
8. If you have completed your first payment, continue to the next by selecting Next Payment.
9. Select Done to save your work, then Finish to close the window.

 

For additional information as well as screenshots for the steps above, you can check this article: Enter historical tax payments in QuickBooks Desktop Payroll.

 

Also. you can refer to this article to learn about the E-File and E-Pay services to help you send your forms and payments electronically to the appropriate agencies: Understanding the E-File and E-Pay services.


I'll be glad to help you if you have any other questions.​ Have a good day!

Community Contributor **

Re: Manually Entering a 940 Payment in Quickbooks Desktop

This was SO helpful and great to know for the future! thank you so so much!!

 

Kate

QuickBooks Team

Re: Manually Entering a 940 Payment in Quickbooks Desktop

It's my pleasure helping you out, OfficeMgr3336.

 

Please know that you are always welcome to post if you need anything else. I'm always here whenever you need help.

 

More power to your business!

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