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Payroll Tax Support
Requirements and Limits
To process state payroll tax forms in QuickBooks, you must have
QuickBooks 2005 (or later) and an active
QuickBooks Enhanced Payroll subscription.
To electronically file (e-file) and pay (e-pay) your payroll tax
payments from QuickBooks, you must have QuickBooks 2007 or above, an internet connection
and an active
QuickBooks Enhanced Payroll subscription.
If you are an accountant or bookkeeper preparing state payroll
tax forms for clients who have an active subscription to QuickBooks Payroll, your
client's subscription must also be Enhanced Payroll, not Standard Payroll.
State and Federal Forms Capacity For QuickBooks 2005 or later:
- Dollar amounts are supported up to $9,999,999.99. These include automatically calculated
totals which may need to be reported on a state or federal form.
- QuickBooks company files are supported up to 800 employees. However, performance
may slow significantly when processing files containing more than 150 employees,
and will depend on your computer's processor speed. Upgrading your hardware or using
QuickBooks Enterprise Solutions will help improve performance.
- Some supported state forms can only be submitted to their issuing agency on pre-printed
government forms. We support a limited number using reports that display your QuickBooks
data for you to transfer to the pre-printed forms. We indicate these forms in the
list with "Payroll Report to Complete..." before the form name.
E-file & pay:
- E-file & pay is released as a Beta feature for some state agencies, which means
that it is a version of the feature that is made available prior to its official
release for the purpose of testing.
- Enrollment with your tax agency may be required. If your agency requires that you
enroll in its electronic payment program, you must enroll directly with your agency
and complete the process before you submit an e-payment from QuickBooks.
When you set up your scheduled payments in QuickBooks, you'll receive complete,
agency-specific enrollment instructions.
- E-pay functionality for penalty and interest payments is not supported by all agencies
that support e-payments from QuickBooks. For information about paying a penalty
or interest payment to your agency, go to the Help menu in QuickBooks, click QuickBooks
Help, and then search the Index for 'payroll taxes, penalties' or 'payroll taxes,
interest'.
Printing:
- Duplex (2-sided) printing is not supported for tax forms.
- State pre-printed forms are supported on a limited basis. These forms are supplied
by state agencies which do not allow computer generated reproductions but may allow
form completion with computer printed data.
We would love to hear from you:
- If you'd like a form that isn't shown, suggest it using the Feedback page. We will investigate suggestions
with their respective state agencies. Several states, including Minnesota, are in
the process of converting all employer filings and payments to proprietary e-filing
systems and will not approve forms from any outside source.
E-File & Pay requires QuickBooks 2007 or above, an active Enhanced Payroll subscription,
activation and internet access. E-File & Pay is available for selected federal and
state payroll tax forms and payments. Information on this site was updated on 6/15/07.
The information contained on these pages is meant to provide general tax support
information and is not intended to provide tax or legal advice. Always contact
the agency or a tax professional for clarifications when preparing tax documents.
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