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Process federal and state forms for clients with standard or basic payroll

You can create federal or state tax forms for your client using their data file even though they subscribe to the Standard or Basic payroll service if you have an active Enhanced for Accountants Payroll subscription. If you are an accountant who is working in a company that a client  will use at their place of business, you should not add it to your payroll subscription. You should only add files to your payroll subscription that you will use within your company.

Detailed instructions
  1. Update to the latest QuickBooks Desktop release.
  2. Restore the client's backup file to your computer.
  3. Open any other file that contains your Enhanced Payroll for Accountants subscription in the same version of QuickBooks Desktop.
  4. From the QuickBooks Employees menu, choose Get Payroll Updates.
  5. Click the Update button to download payroll updates.
    • Note: These updates contain tax forms and other features specific to the Enhanced Payroll for Accountants subscription.
  6. Open the client's company file again.

Special Note About QuickBooks Desktop 2014 Running EP4A: Please see Error: Upgrade to File Forms when using EP4A for Basic Payroll client for issues relating to creating payroll forms for clients using Basic payroll.

For more information see also Create tax forms for Standard or Basic Payroll customers using Enhanced Payroll for accountants.

KB ID# HOW12180
4/28/2017 8:39:13 PM
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