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L
LCC1921
January 1, 2022
Question

Payroll Tax Filings

  • January 1, 2022
  • 1 reply
  • 0 views

I am new to QB automatic tax filings.  When I look at the Payroll Tax Filings it has several tax returns that are due in January and the Filing Status is AUTOMATIC.

 

Does this mean QB will file and pay the taxes due by the due date?

 

Also, for the W-2s under Filing Status it has READY TO SEND.  Does this mean QB will automatically be sending the W2s to the employees and the IRS?

 

 

1 reply

MariaSoledadG
MariaSoledadG
January 1, 2022

Filing your payroll tax on time is our top priority, LCC1921.

 

If you have Core, Premium, Elite, Full Service, or Assisted Payroll, you have the option to choose how you want your payroll taxes and form filings handled. We can pay and file your federal and state payroll taxes for you, or you can now opt to pay and file them yourself. Since the automated tax payment and form filing feature is enabled by default, you can turn this on or off so you'll have more control over making your tax payments and filing forms. To do this, follow the steps below: 

  1. Click the Gear ⚙ icon, then select Payroll Settings.
  2. In the Taxes and forms section, select Edit ✎.
  3. Clear the Automate taxes and forms checkbox.
  4. Select how you plan on making your tax payments and filings.
    • I'll initiate payments and filings using QuickBooks.
      • We’ll let you know when your tax payments and form filings are due. You'll see reminders in your payroll to-do list. When you're ready to pay or file your payroll taxes, see steps in Pay and file payroll taxes online.
    • I'll pay and file the right agencies through their website or by mail.
  5. Select Save.

 

Also, W-2 filing and delivery depend on whether you choose us to pay and file your federal and state payroll taxes for you or if you opted to pay and file them yourself. Normally, we file your W-2 forms for you with the IRS and SSA beginning January 8. Then, mail the W-2s direct to your employees’ home addresses via USPS starting January 20 through January 31. You can read these articles for more details:

 

In addition, there are several reports that you can use to view useful information about your business and employees. Go through this article for your reference: Run Payroll Reports. 

 

Please let me know if you need further assistance with payroll tax filings, Remember, we're here to make sure that everything is covered. Stay safe!

L
LCC1921Author
January 1, 2022

I don't want to turn off the Automatic feature if QB is going to file and pay the various returns.  When the Filing Status is AUTOMATIC does that mean QB is going to file and pay?

 

 

M
Mark_R
January 1, 2022

Thank you for getting back to us, @LCC1921.

 

Allow me to provide additional information about the automatic tax payments and form filings.

 

Yes. Once you choose QuickBooks to pay and file your payroll taxes automatically, we will process them for you. To know which payroll forms and taxes we can submit for you, you can check out this article for more details: Tax payments and forms Intuit payroll submits for you.

 

You might want to view your filed payroll tax forms in the future. This article will guide you through the steps: Access payroll tax forms and tax payments.

 

Please let me know if you need clarification about paying and filing taxes. I'll be standing by for your response. Wishing you all the best for this year, @LCC1921.

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