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    Set up E-file and E-pay for different payroll forms and liabilities

    Article ID: 1000185


    The process of setting up e-file and e-pay in QuickBooks vary depending on the payroll form you are filing and payroll liability you are paying.


    Payroll forms and liabilities:

    Federal payments for 940 and 941/944

    First time to e-pay 940 and 941/944 for your company: Start by enrolling to EFTPS (Electronic Tax Payment System). This is required by the IRS regardless where or how you e-pay your 940 and 941/944. See more details here: EFTPS Enrollment

    Not the first time to e-pay 940 and 941/944: If you have e-payed your 940 and 941/944 before either through the EFTPS website, EFTPS phone system, or through other channels, then you don't have to re-enroll. Simply change the 940 and 941/944 payment method to E-pay in QuickBooks, and you can start e-paying. See detailed steps here: E-pay 940 and 941/944 in QuickBooks

    Federal Forms 940, 941 and 944

    Change your filing method in QuickBooks to E-file. See detailed steps here: Set up your Federal Forms 940, 941 and 944 for e-file in QuickBooks

    NOTE: After changing your filing method, QuickBooks will walk you through the IRS e-file program enrollment.  The enrollment is required by the IRS regardless where or how you e-file your Federal Forms 940, 941 and 944.  If you have been enrolled already and have e-filed your Federal Forms 940, 941 and 944 before, you can skip the enrollment and start e-filing your forms in QuickBooks!

    Federal Forms W-2 and W-3

    Instead of printing Copy A of your W-2s and submitting the printouts to Social Security Administration (SSA), you can conveniently e-file the form in QuickBooks. E-filing the form is easy and does not require you to enroll to SSA. See E-file W-2 and W-3 in QuickBooks

    State Taxes and Forms

    1. Know what filing and payment method is supported in QuickBooks. Find your State in our Quick List of E-file & Pay Availability in QuickBooks to know what method is supported for your State Taxes and/or Form(s).
    2. Enroll with the State tax agency. Depending on your State, you may be required to enroll to your State Tax Agency. Upon or after your enrollment, you will be given the Login requirements to e-file and/or e-pay your State Form(s). See more details here: State Enrollment for E-file and E-pay
    3. Change the filing and payment method of your State forms and taxes in QuickBooks

    1 comment



    In one place it says this additonal Medicare tax only applies to an employee earning $200,000 per year but then I am required to add it all employees. What do I do?


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