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April 27, 2020
Question

Why cant I edit Paid Preparer information?

  • April 27, 2020
  • 1 reply
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1 reply

Candice C
April 27, 2020

Hey, @acarlton

 

There are two ways that you can edit the paid preparer information in QuickBooks Desktop. Here's how:

 

File Form Window

 

  1. Go to the Employees menu. 
  2. Choose Payroll Center
  3. Find the File Forms column. 
  4. Select a form and then press Create Form
  5. Hit the Auto-Fill Contact Info button. 

 

Company Information Window

 

  1. Go to the Company menu. 
  2. Pick My Company
  3. Select the Edit icon (Pencil) on the Company Information window. 
  4. Pick Payroll Tax Form Information
  5. Click the AutoFill button. 
  6. Make any changes that you'd like and then hit OK to save the information. 

 

If you're not able to do these steps above, then you may not have the Enhanced Payroll for Accountant's subscription. You're only allowed to make changes to paid preparer information when subscribed to Enhanced Accountant payroll subscription

 

Should you need any further assistance, please don't hesitate to let me know. I'm here to help you every step of the way. Bye for now!

October 13, 2020

I have enhanced Payroll but still can not edit the paid preparer area.

October 13, 2020

Hi @Vicki79,

 

I'll take care of this query about the option to edit the Paid Preparer information. 

 

If you're using Enhanced Payroll, this option is unavailable. As stated in the article provided above: QuickBooks Payroll Services and Features for QuickBooks Desktop, it's exclusive for Enhanced Payroll for Accountants

 

In case that's the payroll service you have, I suggest contacting our Technical Support team for further assistance.

 

Here's how:

 

  1. On your QuickBooks homepage, go to the Help menu.
  2. Choose QuickBooks Desktop Help.
  3. Tap the Contact us button.

I'll be around if you have any other concerns. Drop them below, and I'll get back to you as soon as I can.