Thank you for bringing this to our attention, mgcpa.
I've come up with a solution to help you create the Tax Form Worksheet in Excel. Let me help ensure the process will only take a few clicks.
Before we continue, may I know what QuickBooks version you're using? This is to determine the source of the unexpected behavior.
While I wait for your response, allow me to provide some of the factors which contribute to the error.
- Your system doesn't meet the system requirements to run QuickBooks Desktop (QBDT).
- The Office version you use doesn't work with 64-bit (QuickBooks).
For additional resources, these links discuss in detail what your computer needs to get the best QBDT experience:
To move past the error, you'll have to make sure that you're using a newer QuickBooks version (2021, 2022, or 2023). Then, download the latest maintenance release to apply critical fixes and update the tax table version.
To update your QuickBooks:
- In your company file, tap the Help menu at the top bar and choose Update QuickBooks Desktop.
- Head to the Update Now tab and tick the Reset Update box to remove previously downloaded releases.
- Click the Get Updates button and then press OK to continue.
- Close and reopen the desktop program to kick off the installation.
Next, get the latest payroll update. This way, you have the most current and accurate rates and calculations for supported state and federal tax tables, payroll tax forms, and e-file and payment options.
Once done, let's go ahead and run the Tax Form Worksheets in Excel. Here's how:
- Click Reports at the top menu bar and choose Employees & Payroll.
- Tap More Payroll Reports in Excel.
- Select Tax Form Worksheets.
- Choose the report you wish to open from the list.
Here's a link to an article that lists the following: Excel-based payroll reports. From there, you'll learn the purpose of each tax form worksheet.
You can also save the link to our Payroll Hub for future use. It covers topics such as how to manage tax notices, troubleshoot payroll issues, process payroll forms, and run payroll reports, to name a few.
Keep me posted if you have other payroll-related concerns or questions. I'll get back to help you the best that I can.
