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Create and edit contact information to auto-fill on payroll tax forms

To do this task

  1. Do one of the following to access the Auto-Fill Contact Information window:

    • From the Company Information window: Go to the Company menu, click Company Information, and then in the Payroll Tax Form Information section of the Company Information window, click the Auto-Fill Contact Info button.

      Note: If the fields in the Payroll Tax Form Information section contain values, those values appear in the Primary Signature section of the Auto-Fill Contact Information window.

    • From the Select Payroll Form window: Go to the Employees menu, click Payroll Forms, click Federal form or State form in the Select a form type window, and then click the Auto-fill Contact Info button in the Select Payroll Form window.

      What if the Payroll Forms menu item isn't there?

      You either do not have an active QuickBooks Payroll subscription or have configured your company file to process your payroll manually, without a QuickBooks Payroll subscription. To learn about your payroll options in QuickBooks:

      • Go to the Employees menu, click Payroll, and then click Learn About Payroll Options.

        or

      • Go to the Employees menu and click Payroll Service Options, and then click Learn About Payroll Options.

  2. In the Primary Signature section, enter the appropriate contact information (usually, the information that pertains to the business owner). If a Primary Signature exists that you want to change, edit the information.

    Note: The fields in the Primary Signature section correspond to those in the Payroll Tax Form Information section of the Company Information window. If you enter or change Primary Signature, the information appears in the Payroll Tax Form Information section of the Company Information window.

  3. If needed, select or click to clear the checkbox to indicate whether or not the Third Party Designee or Paid Preparer can speak to the IRS or state agency on behalf of the business owner regarding filed tax forms.

  4. In the Paid Preparer section, enter the appropriate contact information (usually, the information that pertains to the accountant filing forms on behalf of the business). If a Paid Preparer exists that you want to change (for example, you've started working with a different accountant so you need to change the name), edit the information.

    Why can't I edit the Paid Preparer section?

    This is an external expando
  5. Select or click to clear the checkbox to indicate whether or not the Paid Preparer contact information should be used in tax forms instead of the Primary Signature contact information.

  6. If needed, in the Third Party Designee section, select or click to clear the checkbox to indicate whether or not the Third Party Designee is the same as the Paid Preparer. If you select the checkbox, the information from the Paid Preparer section auto-fills the fields in the Third Party Designee section.

  7. If you skipped Step 6, enter the appropriate Third Party Designee contact information (usually, the information that pertains to an employee of the business designated as a representative of the owner).

  8. Click OK to save the contact information.

Note: If necessary, when you fill out payroll tax forms, you can edit the auto-fill contact information you created here that appears in the forms.

See also

KB ID# H_PAY_ICE_CREATECONTACT
12/4/2016 8:27:44 PM
PPRDQSSWS400 9138 Pro 2017 718b48