Skip to main content
January 28, 2022
Solved

If the employee is filling in their personal information themselves in QuickBooks via workforce, does the employer still need a w4 and I9 filled out to keep on file?

  • January 28, 2022
  • 2 replies
  • 0 views
Original commenter did not share additional details
Best answer by GebelAlainaM

Hi there, @Pebbles135. I can share some detail to provide clarity on your concern about w4 and I-9 forms.

Yes, the employer still needs a W4 and I9 to be filled out. It will be a guide for employers when setting up employees' payrolls.

The IRS W-4, or "Employee's Withholding Certificate," is one of numerous tax forms that the government uses to estimate taxpayers' tax responsibilities. It instructs companies on how much federal tax to deduct (or withhold) from each employee's paycheck.

For more information nd steps to fill out W4, you can check out this article: How to fill out a Form W-4.

In addition, each employee must complete the Employment Eligibility Verification form, often known as Form I-9, which is required by the US government.

Employers are required by law to complete I-9 forms for each employee in the United States. This applies to both citizens and noncitizens of the United States.

You can also refer to this article for additional information and a detailed steps to fill out I-9: What is an I-9 Form? Requirements and when to use it.I've also added this article for your future help: Add or edit an employee in Online Payroll.

Let me know if you need any further assistance in managing payroll taxes and payroll forms. I'll be around. Keep safe!

2 replies

January 28, 2022

Hi there, @Pebbles135. I can share some detail to provide clarity on your concern about w4 and I-9 forms.

Yes, the employer still needs a W4 and I9 to be filled out. It will be a guide for employers when setting up employees' payrolls.

The IRS W-4, or "Employee's Withholding Certificate," is one of numerous tax forms that the government uses to estimate taxpayers' tax responsibilities. It instructs companies on how much federal tax to deduct (or withhold) from each employee's paycheck.

For more information nd steps to fill out W4, you can check out this article: How to fill out a Form W-4.

In addition, each employee must complete the Employment Eligibility Verification form, often known as Form I-9, which is required by the US government.

Employers are required by law to complete I-9 forms for each employee in the United States. This applies to both citizens and noncitizens of the United States.

You can also refer to this article for additional information and a detailed steps to fill out I-9: What is an I-9 Form? Requirements and when to use it.I've also added this article for your future help: Add or edit an employee in Online Payroll.

Let me know if you need any further assistance in managing payroll taxes and payroll forms. I'll be around. Keep safe!

March 27, 2022

When we invite them to Workforce does it have them fill out an I-9?

March 27, 2022

Thanks for joining us here, @g-cody-weber.

 

I'll share some information about QuickBooks Workforce. When inviting employees to QuickBooks Workforce, they can also add their personal info. Thus, information that are needed in filing W-2s and I-9. This lets you save some time on chasing paper works and data entry.

 

To set up and invite a new employee:

 

  1. Go to Payroll and then choose Employees.
  2. Select Add an employee. Enter your employee's info including email address. This will automatically invite your employee to see their paystubs and W-2s. They'll get an email instructions to set up their Workforce account.
  3. Click Done.

For existing employees, just click Invite to Workforce. When finished, click Send Invitations.

 

Want more details? Check out these guides:

 

 

I'm also attaching this link about payroll. It has our general payroll topics with articles.

 

Let me know anytime below if you have other payroll questions or concerns. I'm more than happy to answer them for you. Have a good one.

February 22, 2022

Hello, I am also interested in having our employees fill out their own info. But it seems like if one employee doesn't have info completed, that I cant run payroll.  Have you run into that? What is the work around? Are your employees entering their own direct deposit info too? I appreciate any insight you can offer as non of our employee info transferred over from QB desktop to QB online.

February 22, 2022

Thanks for chiming in on this thread, @dbrower. I'm here to clarify things for you about how running Payroll in QuickBooks Online (QBO) works.

 

In QBO, you need to complete the company and employee setup before proceeding with payroll.

 

As a workaround, instead of having your employee fill out the forms, you can manually enter the needed info to complete the setup.

 

You'll want to read this article to learn more about the detailed steps involved in setting up your employees in QBO Payroll: Add your new employee to QuickBooks Payroll.

 

Once done setting it up, you can now process or run payroll in QBO seamlessly.

 

Keep us posted if you need anything else regarding Payroll in QBO. I'd be happy to lend you a hand. Have a wonderful day!