Hi there. Thanks for joining the thread. I'd be glad to share some info about e-filing payroll taxes as a tax preparer.
If you e-file payroll tax on behalf of your clients in QuickBooks, you'll have to register with the IRS to become an Authorized e-file Provider.
Once you have successfully established yourself as a Reporting Agent and gained authorization for e-filing returns, you'll be able to prepare and submit Forms 941, 944, or 940 payroll tax forms directly from QuickBooks for your clients.
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.
- Go to the Employees menu and select Payroll Center.
- On the File Forms tab, choose the version of the appropriate form with For Reporting Agents in the title.
- Click Create Form.
- Enter and review the required information.
- Select Check for Errors and click 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.
- Click Remember my information for next time to save your information.
- Select Submit.
For additional reference, you can check out this article: E-file payroll tax forms for your clients.
If you have further questions or other QuickBooks concerns, please don't hesitate to reply in the comments below. We'll be around whenever you need help. Keep safe!
