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J
jamiepaynecpa
January 9, 2022
Question

Change efin quickbooks payroll

  • January 9, 2022
  • 1 reply
  • 0 views
update e-file number

1 reply

S
ShiellaGraceA
January 9, 2022

I'll be glad to assist you with this, @jamiepaynecpa.

 

Let's go to your payroll settings to change your E-file number. Here's how:

  1. Go to Gear at the top right of your screen.
  2. Choose Payroll Settings.
  3. Under Electronic Services, select the Update Electronic Services link.
  4. Click the Add/Edit Electronic Services button. See the image below.
  5. Follow the rest of the steps to update.

 

 

 

Additionally, feel free to browse this link to learn about the frequently asked questions about e-file and e-pay: Set up e-file and e-pay in Online Payroll.

 

Please don't hesitate to reach out to me again if you still have questions or concerns with payroll. I'm always here for you. Take care and have a good one.

J
jamiepaynecpaAuthor
January 10, 2022

Sheila, 

I did not see Electronic Services when I went under Payroll Settings. Do you know how I can view the EFIN that is currently being used in my Quickbooks payroll account? I am having trouble finding any instruction on how I can view this?

 

Thanks,

M
MirriamM
January 10, 2022

Hello there, @jamiepaynecpa. Thanks for coming back and providing an update. The steps provided by my colleague @ShiellaGraceA is for QuickBooks Desktop (QBDT).

 

If you're using QBDT, I have additional steps that you can perform to update your EFIN number in your account. Here's how:

  1. Go to the Employees menu at the top.
  2. Choose Payroll Center.
  3. Click the File Forms tab and select the version of the appropriate form with For Reporting Agents in the title.
  4. Click Create Form.
  5. Enter and review the required information.
  6. Choose Submit Form.
  7. In the Print/E-File window, select E-File Federal Form.
  8. Enter the requested information, including your EFIN and your e-Services PIN.
  9. Select Remember my information for next time to save your information and auto-populate these fields the next time you access this dialog.
  10. Click Submit.

 

For more details, see this article: E-file tax returns for clients.

 

Additionally, I recommend visiting the following article to review your e-file set up or resolve issues related to your 10-digit PIN: Set up Federal e-file and e-pay in QuickBooks Desktop Payroll Enhanced.

 

However, if you're using QuickBooks Online Payroll (QBOP), here's what you'll need to follow:

  1. Click the Gear icon at the top.
  2. Select Payroll Settings under Your Company.
  3. Click E-file and e-pay.
  4. Select Manually with paper coupons.
  5. Click Next.

 

For more information, you can check out this article. Then, refer to Step2: Update the info you need to change.

 

If there's anything else that I can help you with, let me know in the comments. I'll be happy to help.

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