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February 27, 2024
Question

i would like to setup payroll and automatic tax payment. how can i do that?

  • February 27, 2024
  • 1 reply
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1 reply

Tori B
February 27, 2024

Hey there, @noush@accesscare.

 

I hope your day is going great so far. I'm happy to lend you a hand with setting up payroll and automatic tax payments. 

 

I'm including some steps along with a couple of help guides to walk you through both processes below. 

 

To get started with payroll: 

 

  1. Sign in to your account as the primary admin.
  2. Go to Payroll, then select Overview.

 

Please note: If you have QuickBooks Online Payroll Elite, you can opt to have one of our experts set up payroll with you, or do it for you. Check out the Expert setup section to call or schedule an appointment.

 

  1. Click on Get started.
  2. Choose if you (or someone else) paid employees in the current year.
  3. Select the date when you want to start paying your employees through QuickBooks.
  4. Enter your main business address.
    • Enter a physical address (not a PO Box).  The work location determines your tax responsibilities.
    • If you have multiple work locations, you can add those later when you add your employees.
  5. Enter your main payroll contact info.
    • This is generally the person responsible for paying your employees.  The payroll contact will get important payroll notifications from us, and may speak with our payroll experts about your payroll account.
  6. Choose how you’ve run your payroll in the past.
    • Depending on your answer, you may be able to import employee and pay history info instead of entering it manually.
  7. Now you’ll start adding your employees.
  8. If you haven’t paid any of your employees this year, you can opt to pay them now by paper check if needed.  Or you can continue the setup and finish the remaining setup tasks. 

 

To review the remaining tasks, check out the help guide I'm including below. 

 

 

Here's how to turn on automatic tax payments: 

 

  1. Go to the Gear Icon, then select Payroll Settings.
  2. From the Taxes and forms section, hit Edit.
  3. Review or choose one of the following:
    • If you want QuickBooks to automatically pay your taxes and file your forms, click on Automate taxes and forms.
    • If you want to pay and file electronically in QuickBooks, select I’ll initiate payments and filings using QuickBooks.
  4. Hit Save, then Done.

 

For additional information about this process, check out Set up QuickBooks Online Payroll to pay and file your payroll taxes and forms.

 

That should do the trick. Please don't hesitate to let me know if there is anything else I can assist you with. Take care and have a wonderful day ahead!