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May 17, 2024
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Cancelling e-filing in Payroll

  • May 17, 2024
  • 1 reply
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I thought I had asked this before, but I couldn't locate it via search, so I'll ask again ... or for the first time?

 

I had not used QuickBooks payroll in the past, and when I started here there are two separate companies for which payroll is done. One of them was temporarily done by an outside bookkeeping firm while the search was on for the position I eventually filled. The person doing the temporary work set up e-filing in the payroll, and the pin codes are nowhere to be found now, (it's a seasonal business), and I want to discontinue the e-filing.

 

What are the steps that I need to go through to terminate e-filing for the payroll in this situation? We are in a state with no state income tax, and the state we are in does not tax non-profit company payroll for the state unemployment fund, so it is only federal e-filing that I need to be concerned with. 

 

I will appreciate any guidance you can offer. Thank you in advance.

Best answer by rvrfrf

Thanks for reaching out to the Community, Deadwood Al. I appreciate your detailed information.
 

You can change your filing method for different forms from the QuickBooks Payroll Setup window.
 

Here's how:
 

  1. Initially, confirm you're up-to-date with your latest release and payroll tax table.
  2. In your top menu bar, go to Employees, then Payroll Center.
  3. Access the File Forms tab.
  4. Find your Other Activities section.
  5. Click Change Filing Method. This will open the QuickBooks Payroll Setup window.


     
  6. Hit Filing methods.
  7. Locate and double-click forms you want to change filing methods for.
  8. In your Filing Method options for each form you make changes to, choose Print and Mail.
  9. Select Finish, then Finish Later.

 

I've also included a detailed resource about working with tax filings which may come in handy moving forward: Change payroll tax filing
 

If there's any additional questions, I'm just a post away. Have an awesome Friday!

1 reply

rvrfrfAnswer
May 17, 2024

Thanks for reaching out to the Community, Deadwood Al. I appreciate your detailed information.
 

You can change your filing method for different forms from the QuickBooks Payroll Setup window.
 

Here's how:
 

  1. Initially, confirm you're up-to-date with your latest release and payroll tax table.
  2. In your top menu bar, go to Employees, then Payroll Center.
  3. Access the File Forms tab.
  4. Find your Other Activities section.
  5. Click Change Filing Method. This will open the QuickBooks Payroll Setup window.


     
  6. Hit Filing methods.
  7. Locate and double-click forms you want to change filing methods for.
  8. In your Filing Method options for each form you make changes to, choose Print and Mail.
  9. Select Finish, then Finish Later.

 

I've also included a detailed resource about working with tax filings which may come in handy moving forward: Change payroll tax filing
 

If there's any additional questions, I'm just a post away. Have an awesome Friday!