If you tell QuickBooks you will
Save & Close, and you make
a backup of your QuickBooks company file, QuickBooks does not save the form as
part of the backup.
Preferred method: QuickBooks recommends that you print a
copy of your form and fax it to your accountant. If you are subscribed to
QuickBooks Enhanced Payroll, you can archive
a copy as a PDF and e-mail it to your accountant.
Advanced method: If you need your accountant or bookkeeper
to review and edit payroll tax forms you started and told QuickBooks you would
Close & Save, you must send the folder that contains your saved form(s) along
with your backed-up company file.
Follow the instructions
carefully to avoid losing your work and having to create your forms
Go to the directory where you saved your company file. Look for the folder
called " Tax Forms," where
"" is the name of your company file.
For example, in the image below, if your company file is called "Sample
Company", the name of the folder is "Sample Company Tax
Tell your accountant or bookkeeper to place the Tax Forms folder in the
same place on their computer that they put your company file. (QuickBooks will
not be able to locate and open your form(s) if the folder is not in the same
place as your company file.)
When your accountant or bookkeeper returns your company file to you, remind
them to return the Tax Forms folder as well; otherwise, you will not receive
any edits they made to your forms.
Backing up your data