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A
alrawi
January 17, 2021
Question

How to switch payroll tax filing from monthly to quarterly? ... previously filed PD7A on monthly basis, but CRA now asked me to file Quarterly. How to set this up?

  • January 17, 2021
  • 2 replies
  • 0 views
Original commenter did not share additional details

2 replies

LeithG
LeithG
January 18, 2021

Hi Alrawi:

 

From the menu, select Taxes, then click Manage sales tax in the upper right.

From there, you can click Edit Agency Settings and change the schedule from Monthly to Quarterly; be sure to adjust the 'next period starts' based upon the last monthly payment you made.

 

Rebecca R
Rebecca R
January 18, 2021

Hello alrawi,

 

Changing your Payroll remittance frequency within QuickBooks Online Payroll is important so I'm glad you're taking the appropriate steps to learn how to do this. This process is straightforward, so I'd love to share the steps.

 

@LeithG shared the steps for changing your Sales Tax filing frequency, so if that's something you'll need to do you can come back to this thread for those steps as well. When it comes to changing your Payroll Tax filing frequency, the steps are a little different. Here they are:

 

  1. Go to the Gear icon, then choose Payroll Settings.
  2. Under Taxes click Federal Taxes.
  3. Choose the option to Change or add new frequency.
  4. Enter the new Remittance Frequency by selecting the appropriate one from the dropdow menu.
  5. Choose the Effective Date.
  6. Hit OK to save your changes.

 

I know you'll have this corrected in no time, but don't hesitate to let me know if there's more I can do to help! Have a great day.

    S
    Strongbiz
    February 28, 2021

    Rebecca- After following your  process for switching monthly to quarterly payroll here's the message I received:

     

     You've received a system error that we need to review and resolve for you. Please contact Customer Service for assistance.

     

    When I click on Customer Service it says 404! Sorry, we couldn't find the page you're looking for.

    L
    LauraAB
    March 1, 2021

    Hello Strongbiz,

     

    Thanks for sharing the message you're getting when trying to change the remittance frequency for your payroll taxes, and how the link populates a 404 error. I'm here to help make sure that this is addressed so you can set up your remittance frequency in QuickBooks Online as you'd like.

     

    Before outlining our support options, I have a few troubleshooting steps you can try to resolve the error. Sometimes these kinds of errors can crop up because of browser, cache, app, or even Internet issues, so the following troubleshooting steps help clear out that possibility and may even get you back on track. After each of these steps, try changing the frequency again to see if you still get the error.

    If you come to a step that gets you back on track, you can stop there without having to go through the rest. These steps are handy to keep in mind though just in case you run into trouble in the program.

     

    If the error still persists, however, connecting with our support team is definitely the way to go so we can privately collect your account details and review the setup in your books and our system. Here are the options to get in touch.

     

    Schedule a Callback or start a Chat: click (?)Help in the upper right in QuickBooks Online > type and enter "Contact support" into the QB Assistant > click Contact Us > explain your situation > click Let's Talk > choose Get a callback or Start a Chat.

    Social Media: Facebook, Twitter, and Instagram.
    Support hours are from Monday to Friday between 9 a.m. and 8 p.m. ET.

     

    Don't worry, we're here to help you get past this error and back to business. Take care!

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