Set up E-file and E-pay
Intuit understands the importance of accurate and timely payroll tax return filing. Our goal is to make your tax filings as simple as possible so that you can focus on running your business. With E-File and E-Pay, you can securely send your tax payments and filings directly from QuickBooks to the appropriate agency. It is a free service that comes with your Enhanced Payroll service.
Depending on the payroll tax or form, there are several tasks to perform to set up and use the E-File and E-Pay service in QuickBooks:
940, 941 and 944
- When setting up your 940, 941, and/or 944 Forms in QuickBooks to E-file, QuickBooks will walk you through the process of enrolling to the IRS (Internal Revenue Service) e-File Program.
- On the other hand, you need to enroll to EFTPS (Electronic Federal Tax Payment System) through their website to e-pay your 940, 941 and/or 944 in QuickBooks.
Click the links on the table to open the detailed enrollment instructions. If you have already filed and paid your 940, 941, and 944 through e-file and/or e-pay outside of QuickBooks, you don't have to re-enroll. You may use the same login requirements you have been using to e-file and/or e-pay.
|Action||Step 1||Step 2|
|E-file||Set up your Federal Forms 940, 941 and 944 for e-file in QuickBooks||E-filing (Processing) a tax form|
|E-pay||EFTPS Enrollment||E-pay 940 and 941/944 in QuickBooks|
See also Reasons IRS E-File/E-Payments Reject
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
Find your State in our Quick List of E-file & Pay Availability in QuickBooks and know if e-file and/or e-pay service is supported for your State Taxes and/or Form(s).
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 you need to e-file and/or e-pay your State Form(s) in QuickBooks. See State Enrollment for E-file and E-pay
As soon as you are enrolled and you have obtained the login requirements, you can E-File and E-Pay together for the following State taxes:
|State||Unemployment Insurance||Withholding Tax|
E-File and E-Pay separately for other State taxes not listed above.