Hi, this is Blase from the QuickBooks team.
QuickBooks Payroll automatically calculates
your federal, state and local payroll taxes.
Once you've completely set it up, QuickBooks Payroll
can also automatically submit tax payments and forms,
but if you prefer to pay and file them yourself, you still can.
Let’s learn how to set up payroll so you can electronically pay and file
your payroll taxes and forms through QuickBooks, either automatically
or manually.
Note that if you use QuickBooks Online Payroll Core,
you won't be able to pay and file your local city, county and school
district payroll taxes through QuickBooks.
First, you'll need to go to Payroll Overview to check for
and complete any important tasks.
If you see all green check marks here, you are ready to go.
If not, finish up or start and add the missing information.
For example, you may still need to add some
account numbers, rates, or pay frequencies.
Or you might need to finish connecting your bank
or e-sign your authorization forms.
If you want to see how to set everything up
there are videos at the end to show you how.
Once all your tasks are complete, you're ready to pay and file
your payroll taxes and forms.
Note that once you finish, it can take some time for the state
or local tax agencies to activate electronic payments and filings.
So you may still need to pay or file manually until as active.
To check on your automated taxes and form settings, select Settings,
Payroll Settings.
By default, your taxes and forms automation is on.
If you leave the setting to on and you have completed
all of your payroll setup, QuickBooks will automatically pay and file
your taxes for you moving forward, you won't need to do anything else.
If you turn it off.
You'll need to decide how you want to handle your taxes.
Initiating payments and filings using QuickBooks means you'll still log into QuickBooks
and use it to electronically send tax payments and forms.
But if you'd prefer to submit payments and forms yourself
through different agencies, websites, or via email, select this option.
QuickBooks will still keep track of how much you owe in taxes
with this option, but you won't use it to send any money.
For this example, we'll show you how to pay
your payroll taxes and file forms electronically.
When you're done, select save
and done.
Select taxes,
Payroll tax.
In the payments tab, you'll see any payments that you need to pay
now, soon, and any taxes that you've already paid.
These are set according to your federal and state
tax deposit frequencies you selected during the tax setup.
You can also use the filter button to narrow down to specific taxes.
To make a tax payment electronically, select Pay.
Confirm the payment details and add any notes
and select E-pay.
Note that if you turn off automated taxes and forms,
then there may be some taxes you cannot E-pay.
If you spot something you've already paid
outside of QuickBooks, select Mark as paid.
Select Payment History to see a record of your previous payments.
In addition to paying taxes, you also need to file
payroll forms with federal, state and local governments.
Some tax payments and forms are sent at the same time, like state unemployment.
Make sure to complete any related tax payments before you file a form
because they often contain payment details.
To send a tax form select Filings.
From here you can preview any of your forms or file them.
If you need to narrow down what you see on the screen, select Filter.
If a form reads Ready to file select file to take the next step.
If you haven't completed a payment related to the form, you'll receive
a warning and a link to bring you back to the tax payments window.
Select Submit to transmit your tax form.
You can see completed tax filings from the same tab
and you can access archived forms from this link at any later date
and print them if needed.
Now you're ready to setup, pay and file payroll taxes in QuickBooks Online.