Skip to main content
A
arkvalleyinfo
December 11, 2018
Solved

How do I get the paid preparer and third party sections to autofill?

  • December 11, 2018
  • 2 replies
  • 0 views

I do payroll reporting for multiple companies.  How do I get the paid preparer and third party designation sections to autofill with my information not the client's?

Best answer by qbteachmt

The Payroll Preparer fields are accessed from Either Place:

There is access from the Company info screen and access from the Tax Form preparation. If you did fill it in from Company Info, then the form uses it. They are the Same info:

From support:

Create and edit contact information to auto-fill on payroll tax forms

To do this task

  1. Do one of the following to access the Auto-Fill Contact Information window:

    • From the Company Information window: Go to the Company menu, click Company Information, and then in the Payroll Tax Form Information section of the Company Information window, click the Auto-Fill Contact Info button.

      Note: If the fields in the Payroll Tax Form Information section contain values, those values appear in the Primary Signature section of the Auto-Fill Contact Information window.

    • From the Select Payroll Form window: Go to the Employees menu, click Payroll Forms, click Federal form or State form in the Select a form type window, and then click the Auto-fill Contact Info button in the Select Payroll Form window.

2 replies

qbteachmt
qbteachmtAnswer
December 11, 2018

The Payroll Preparer fields are accessed from Either Place:

There is access from the Company info screen and access from the Tax Form preparation. If you did fill it in from Company Info, then the form uses it. They are the Same info:

From support:

Create and edit contact information to auto-fill on payroll tax forms

To do this task

  1. Do one of the following to access the Auto-Fill Contact Information window:

    • From the Company Information window: Go to the Company menu, click Company Information, and then in the Payroll Tax Form Information section of the Company Information window, click the Auto-Fill Contact Info button.

      Note: If the fields in the Payroll Tax Form Information section contain values, those values appear in the Primary Signature section of the Auto-Fill Contact Information window.

    • From the Select Payroll Form window: Go to the Employees menu, click Payroll Forms, click Federal form or State form in the Select a form type window, and then click the Auto-fill Contact Info button in the Select Payroll Form window.

    E
    elizabethh
    January 3, 2019

    When I click on Company at the top, there is not a Company info option in the drop down.  There is "My Company".  Would that be the same? I am using Quickbooks Accountant Desktop 2018.  I have tried using this route and then clicking on the pencil to edit, but in that case, if I click on "Payroll Tax Form Information", the only information listed is the owner of the company, title and phone number. I do not see a place to edit the third party designee info so I can enter the CPA name. 

    qbteachmt
    qbteachmt
    January 3, 2019

    Company info = My Company; it depends on which Year program you are using, as they reworded it in the menu. The Third Party Preparer field is found in the Payroll section, not the Company section.

      qbteachmt
      qbteachmt
      December 11, 2018

      You fill this in, in the file. Either in payroll, or in the Company menu > Company info, for Payroll preparer.

      A
      arkvalleyinfoAuthor
      December 11, 2018
      Is using the Company Information with my info the only way?  I use the Co Info for my contact info for my clients.
      Terms & ConditionsAccessibility statement