Question

The reporting agent is showing up on some qb files and not on others?

Forum|Forum|6 years ago
January 24, 2020
6 replies
0 views

When trying to file payroll reports, the reporting agent form is not showing up when opening the QB file on a different computer, but it shows up on some computers when opened.

QuickBooks Accountant Desktop

Anna S

Good afternoon, @Debbie67.

I'm happy to help you with file reports, but first I need to gather a bit more information.

Since you're trying to open the file on different computers, do they all have the accountant version installed on them? If they don't, opening the file in a standard Desktop version could be why the reporting agent form isn't showing up.

If all the computers have the accountant version, I suggest accessing Desktop as the Administrator and opening the file then. To do this, you can right-click on the QuickBooks icon and choose Run as Administrator. After the program loads, try opening the file again.

Please let me know if this does the trick. I'll keep an eye out for your response.

D

dso0216

What if you are processing just the payroll reports (941, etc.) for clients as their Reporting Agent but they run their own payroll with their own desktop subscription. I go through this everytime with one particular client I work with where I only file their payroll reports I do not process their payroll. I guess I just add my subscription # to that particular file?

This time I'm getting an error code 20925 27699

JasroV

I can provide some insights about the error codes you received, @dso0216.

Error codes can occur in various situations when:

Attempting to open a company file
Closing a company file
Creating a company file
Downloading a payroll update
Saving a transaction
Sending payroll via Direct Deposit
Using the Open Previous Company feature

Rest assured, I'm here to help you get around this issue. Let's make sure your QuickBooks Desktop (QBDT) software is updated to the latest release. This way, we can ensure the program is equipped with the newest features and fixes. Let me show you how.

Before we proceed, create a backup of your company file in case we run into issues. Once done, you can now follow these steps:

Go to the Help menu and select Update QuickBooks Desktop.
Select the Update Now tab.
Click Get Updates to start the download.
When the download finishes, restart QuickBooks.
Then accept the option to install the new release.

You can also check this link for more details: Update QuickBooks Desktop to the latest release.

Once done, ensure to download the latest payroll tax table to stay compliant with paycheck calculations.

If the issue persists, you can refer to these links for additional troubleshooting steps:

Once you're all set, you can check this article for guidance in adding your payroll service key to your clients' file (see the Enter the service key in QuickBooks Desktop section for the details): Activate QuickBooks Desktop Payroll.

Let me know in your reply if you have other queries managing payroll reports. It's always my pleasure to help. Have a good one!

BigRedConsulting

@Anna S

Re: Since you're trying to open the file on different computers, do they all have the accountant version installed on them?

The QB version has nothing to do with seeing these fields. The Payroll subscription does.

@Debbie67

If you have subscribed to Enhanced Payroll for Accountants, and you open a client file and the client has a different payroll subscription (such as Basic payroll or the standard Enhanced Payroll), then you will see the fields.

If you're on a computer where you have not used your Enhanced Payroll for Accountants - you have not validated it by connecting to get payroll updates (such as from withing your primary company file) then you won't see the fields - unless the client also has EP4A.

I expect this is what you're seeing.

J

jaccpa13

I have QuickBooks Premier Accountant Desktop 2020 with Enhanced Payroll and the 941 for reporting agents is not showing up for me to file. Any suggestions?

K

Kurt_M

Thanks for joining the thread, @Nancy Welles. I'll assist you in resolving this problem.

You can consider revalidating your payroll subscription to isolate this issue. Doing this will refresh your payroll subscription. For steps, you can refer to my colleague @KlentB's post.

If the issue persists, I'd suggest contacting our support team. This way, a representative can check your account and investigate to find out the root cause of the problem. To begin, these are the steps:

Go to the Help menu.
Choose QuickBooks Desktop Help.
Select Contact Us.
Enter a brief description of your concern.
Click Let's talk, and then choose a way to connect.

Here are some articles for future reference:

Feel free to visit us again if you need more help in accomplishing your QuickBooks-related tasks. Rest assured, we are always ready to assist you. Have a good one!

G

GingerTexas

Same thing for me. It used to work for this client, and it works for all my other clients, but now the Reporting Agent option does not appear when I try to change the filing method. We had to paper file in January, but I really need this fixed.

E

Ethel_A12

Hello there, @GingerTexas. I appreciate you doing the steps provided by my colleagues above. Since you can't see the Reporting Agent option, I recommend trying the steps given by one of my colleagues, @KlentB, to revalidate your subscription. It will bring your payroll subscription up to date.

You can get the most up-to-date calculations for supported state and federal taxes, payroll tax forms, and e-file/e-pay options. Update your payroll tax table again.

If this happens again, I recommend contacting our technical support team so that we can look into your account and analyze the problem. Here's how:

Startup QuickBooks.
Select QuickBooks Desktop Help from the Help menu.
Choose Contact Us.
You can give a brief explanation of your concern.
Choose Let's talk and a connection method.

Additionally, you can check our article about an unrecoverable error in QuickBooks Desktop.

Feel free to click the Reply button below if you have additional questions about managing payroll reports. I'm always here to help.

N

Nancy Welles

I hope we don't have to go through this hassle every quarter to e-file our returns. Please udpate QB so that as reporting agents we can again file using our accountant version.

T

TYoung2000

Did anyone get any resolve to this?

L

LeizylM

Hi there, TYoung2000.

Thank you for visiting the QuickBooks Community. This isn't the kind of impression that I'd like you to have, and we know how much time it can take when something isn’t working the way you need it. This is why we make great efforts to deliver customer satisfaction at all times and to fix an issue as soon as possible.

If the issue persists after following the troubleshooting steps above, I encourage you to get in touch with our Customer Care Team. They have additional tools to pull up your account and investigate this further. They can also create a new investigation and once it has been opened, you’ll be receiving an email notification about the updates and progress.

Here's how to reach them:

Open QuickBooks.
Go to Help, then select QuickBooks Desktop Help.
Select Contact Us.
Give a brief description of your issue, then select Let's talk, and then choose a way to connect. Phone support may be limited due to volume.

Additionally, here’s an article that you can use for your future guidance on how to fix unrecoverable errors in QuickBooks Desktop.

Keep your post coming if you have more questions about managing payroll reports. It's always my pleasure to help. Have a good one!

A

amyjaelou22

apparently this is still an issue. accountant trying to make progress by efiling as reporting agent for multiple clients. The problem is that you can see the reporting agent forms on one workstation, but then when you open it up on other workstations, it is not there. Here are the things we have done so far with no success:

1.run as administrator

2. make sure updates are installed

3. download entire payroll update

4. the payroll subscriptions are all enhanced.

5. uninstalled qbooks and reinstalled

6. tried to run company from local and network

HELP! This is so maddening.

A

AbegailS_

Hi there, @amyjaelou22.

I appreciate you taking all the troubleshooting steps provided above. Since the issue persists, I encourage you to contact our support team. They can investigate this further to know the cause of the issue.

Here's how:

Open QuickBooks.
Select the Help menu, and then choose QuickBooks Desktop Help.
Click Contact Us.
Give a brief description of your issue, then select Let's talk.
Lastly, choose a way to connect with us.

You can also check out our support hours to ensure that we address your concerns on time.

I've added these articles for more details on how to successfully file forms for reporting agents:

Keep on posting here if you have additional concerns. We'll respond as soon as we can.

A

ASBSARA

We figured it out. We are not processing client payrolls yet in QBDT23, but one client uses '23 with their payroll subscription. We review and file their payroll returns. In their file, the 941 for reporting agents, E-filing with our EFIN#, and the client-ready payroll reports in Excel are unavailable.

Downloading the payroll updates does not help. The connection does not see our Enhanced Payroll for Accountants subscription. Intuit does not see our license unless we connect a company file with active payroll with our subscription.

Trick:

I opened a COPY of another company file and converted it to 2023, even though I'm not ready for 2023. That was enough to activate my subscription for 2023, and now we have what we need when we open the "payroll return only" client.

That was a waste of HOURS. I hope this helps someone else.

J

JSTA7678

QBks Accountant Desktop Plus 2024-Every file converted from 2023 to 2024 is not showing the reporting agent forms. I can run payroll in 2024, but the files that I was filing reporting agent forms last quarter are not showing the reporting agent forms after the update to 2024.

Update:

Calling Quickbooks they had me resubmit enrollments. This just applied for a 10 digit number for a client to efile their own returns and had nothing to do with reporting agent filing under my EFIN. Some of these enrollments were rejected due to the client already having a 10 digit number and some accepted, but nothing changed to fix this issue.

So still searching for answers and getting tired of the issues that take 5+ hours to fix coming up every few months. Any other recommendations for client payroll would be appreciated.

??

MJoy_D

I can share some information about preparing and submitting as a reporting agent, JSTA7678.

The types of forms that you can access in your QuickBooks Desktop (QBDT) account vary depending on your subscription level. If you have QuickBooks Desktop Payroll Enhanced, you can use it to prepare and submit payroll tax forms such as Forms 941, 944, or 940 on behalf of your client. To check your current payroll subscription, simply go to the Employees menu.

Here's how:

Go to the Employees menu and then click on My Payroll Service.
Click on Manage Payroll Service.

Refer to this article for more information about e-filing returns in QuickBooks Desktop Payroll: E-file payroll tax forms for your clients.

From here, you can run a payroll summary report to view the payroll wages, taxes, deductions, and contributions totaled by employees.

Let me know if you need further help creating your QuickBooks Workforce account. I'm always here ready to assist. Keep safe, and have a wonderful day!

Sign up

Login with SSO

Login to the community

Login with SSO

Scanning file for viruses.

This file cannot be downloaded