Setup E-file in QuickBooks Desktop

Setting up an E-file is where most people get stuck. In this article, you are going to learn all the steps to set up an e-file in QuickBooks in an effective way. So, start scrolling. The rules of filing tax forms electronically, also known as e-filing, vary from agency to agency. You can check the OEM website to determine agencies’ rules for further assistance with agency norms.

Note:  If you already are enrolled for E-file for the 940 and 941 forms with the IRS, you must still submit a separate enrollment application to E-file through your QuickBooks Desktop.

First of all, enroll yourself in E-file & Pay to file and pay taxes electronically.

You can easily file and pay taxes to federal and state agencies, with an E-file & Pay feature which is present in your Online Payroll.

setup e-file in QuickBooks

To enroll turn on your E-file & Pay feature and follow the steps given below:

How to enroll in E-file & Pay:

QuickBooks Online Payroll Enhanced:

  1. Signup a new account from E-file and Pay setup (if haven’t done it yet)
  2. Turn on your E-file & Pay feature.
  3. Go to Settings to select Payroll Settings.
  4. In Taxes, select the E-file and E-pay.
  5. In the E-pay and E-file Setup, select E-file and e-pay. (recommended)
  6. Select Federal taxes along with your state
    • If your state isn’t on the list, see Electronic services offered by the states if they support E-file and pay for your state.
    • If you need to enroll in any additional state in the future, go back to the same page and select your new state.
  7. If you haven’t linked your bank account yet, enter the bank account details to proceed further.
  1. Now, opt for an E-sign to sign all your documents. You can also choose to print and sign the documents, but make sure you contact the OEM site to send them.
  2. When you select E-sign, a series of questions will appear in front of you to complete and pass for agency selection.
  3. Follow all the instructions to enroll with each of the agencies and click Next to move to the next question.
  4. Failing in it will prompt you to print, sign, and send your documents. At this moment, you can go to Help in Online Payroll and select Contact Us to connect with the OEM site to send the documents through payroll support.
  5. After processing is completed from the OEM site, You’ll receive an email when your payroll account will become active for E-file & Pay. As each state’s enrollment lead time is different your process may take time.
  6. Make sure to click Finish when you complete the process.

Learn how to file QuickBooks 1099 Forms

Intuit Online Payroll Enhanced:

E-filing a payroll tax form

Once you are done with the setting up of e-filing in QuickBooks and then enrolled with your chosen agencies, do as the following steps to E-file a payroll tax form:

How to check the status of your e-filing

Do refresh if your status doesn’t show in 2 days.

Setup E-file with QuickBooks Support Experts

Get help to set up e-file in QuickBooks and get an instant answer to your QuickBooks desktop queries by QuickBooks Enterprise Support Experts at +1888-727-4587.

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