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K
Keith1003
February 24, 2023
Question

How do I remove a task from the dashboard? I file W-2s directly through the SSA website, not using QB Online. The reminder is unnecessary and incorrect.

  • February 24, 2023
  • 2 replies
  • 0 views
The task is shown as overdue.

2 replies

M
Mich_S
February 24, 2023

I know how to remove a task from the QuickBooks Online dashboard, @Keith1003. 

 

The Auto-file feature is likely enabled on the Payroll Settings reason why the tasks show even if you filed W2s directly to the SSA website. 

 

Archiving the tasks prevents them from displaying as unnecessary reminders. Here's how you can do it:

 

  1. Open the Taxes menu.
  2. Go to Payroll Tax.
  3. Choose the Filings tab.
  4. Next to the tax form you want to save or archive then hit File.
  5. Pick the period, then select Archive.

 

For more details about how to manage past forms, see this: Access payroll tax forms and tax payments.

 

Once you're good, see this additional article that includes paying and filing payroll taxes is also discussed here: Payroll Tax Compliance Links.

 

Let us know if you need extra help with payroll forms or QuickBooks. We're here to back you and your business. Keep safe always!

K
Keith1003Author
March 1, 2023

Hi again,

All of the payroll reports + forms are set to "Manually File", but the W-2 reminder remains.  No such problem with the F-941 form or state reports.  Pressing the "File" button makes it appear to be complete, only to return the next time we use QuickBooks Online.  In addition, it will show a message indicating that the Social Security Admin has rejected the report.  I know the forms were filed on time, so this is an annoyance.  Any other ideas?

A
AbegailS_
March 1, 2023

Thanks for the additional info, @Keith1003.

 

Since archiving the task didn't work on your end, a browser issue might have cause the issue. Let me share some steps that can resolve common browser issue in QuickBooks Online. 

 

Start by using or switching to an incognito or private browsing session. Use these keyboard shortcuts to open one depending on the browser that you're using:

 

  • Ctrl + Shift + N  for Google Chrome
  • Ctrl + Shift + P for Firefox
  • Control + Option +P if you're using Safari

 

Once done, you can go back to your dashboard and check if you can still see the reminders.

 

If the issue persist,  I recommend you get in touch with our QuickBooks Support. This way our engineers can add your account information to the list of affected users . Any progress will be communicated via email.

 

To ensure we address your concern on time, check out our support hours. 

 

If you wish to print out your W-2s, you can refer to this article that can walk you through the detailed steps: Print your W-2 forms.

 

Let me know if there’s anything else you need assistance with your W-2 or any QuickBooks-related issue. I’ll be around ready to help you. Take care and keep safe.

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