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?


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!

Was this answer helpful? Yes No
Default user avatars original
IntuitRaymondJay , Community Support Specialist
Employee SuperUser

No answers have been posted

More Actions

People come to QuickBooks Learn & Support for help and answers—we want to let them know that we're here to listen and share our knowledge. We do that with the style and format of our responses. Here are five guidelines:

  1. Keep it conversational. When answering questions, write like you speak. Imagine you're explaining something to a trusted friend, using simple, everyday language. Avoid jargon and technical terms when possible. When no other word will do, explain technical terms in plain English.
  2. Be clear and state the answer right up front. Ask yourself what specific information the person really needs and then provide it. Stick to the topic and avoid unnecessary details. Break information down into a numbered or bulleted list and highlight the most important details in bold.
  3. Be concise. Aim for no more than two short sentences in a paragraph, and try to keep paragraphs to two lines. A wall of text can look intimidating and many won't read it, so break it up. It's okay to link to other resources for more details, but avoid giving answers that contain little more than a link.
  4. Be a good listener. When people post very general questions, take a second to try to understand what they're really looking for. Then, provide a response that guides them to the best possible outcome.
  5. Be encouraging and positive. Look for ways to eliminate uncertainty by anticipating people's concerns. Make it apparent that we really like helping them achieve positive outcomes.

Select a file to attach:

Qb community
Looking for advice from other business owners?

Visit our QuickBooks Community site.