We already submitted 8655 and the same has been processed by IRS. We are just moving from a different payroll platform to quickbooks. How do i enroll for efile in QB?

We already submitted 8655 and the same has been processed by IRS for a client. We are just moving from a different payroll platform to quickbooks payroll. What steps do i follow in QB to efile and pay the payroll taxes?

Answer

Welcome to the Intuit Community, atet

First of all, I congratulate you for purchasing QuickBooks. I’m here to help ensure you’re able to set up the e-file and e-pay functionality in the program.

Here are the requirements to e-file federal forms in the software:

IRS requires you to enroll to their e-file program. If you have e-filed payroll tax forms using a different platform before, you’re already enrolled.  You don't have to re-enroll and you can use the same 10-digit PIN to e-file in QuickBooks Desktop.

Here’s how to change the filing method of your federal forms to e-file:

  1. Go to the Employees menu at the top.
  2. Select Payroll Center.
  3. Go to File Forms tab.
  4. Click Continue in the QuickBooks Desktop Payroll Setup.
  5. Choose Federal Form 940 from the list of forms, then click Edit.
  6. In the Filing Method options, select E-file and click Finish.
  7. Verify if the filing method is already E-File and click Continue.
  8. The e-File Enrollment window will open to complete the enrollment process.

If you haven’t enrolled in the IRS e-file program, you can perform the steps through this article: Set Up Your Federal Forms 940, 941 and 944 for E-file.

Since you want to electronically pay your federal taxes, you can change your payment method to e-payment. Please first make sure you’re enrolled to EFTPS and the 4-digit EFTPS PIN and the Internet Password handy. You can perform the steps through this article: E-pay 940 and 941/944 Tax Forms.

If you’re trying to e-file federal payroll tax returns as an accountant on behalf of your client, you’ll need to create an e-Services account after submitting the Form 8655. Then, you’ll have to submit the application and pass a suitability check. For more information, you can check out this helpful article: E-file Tax Returns For Clients.

The information above will help achieve your goal, atet.

I’m here anytime you have other payroll concerns. Wishing you and your business continued success!


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