How to Set Up E-file 940, 941, and/or 944 Federal Forms in QuickBooks Desktop

E file 940 941 andor 944 Federal Forms in QuickBooks Desktop 1 768x293 1

Why to enroll to the IRS e-file program?

In order to E-file 940 & 941 and 944 Federal Forms in QuickBooks Desktop, you need to enroll to the IRS e-file system. Here are some salient features of why you should use this smart hassle free feature:

  • The enrollment needs to be done only once.
  • On approval of your enrolment you will be provided with a 10 digit PIN.
  • Use this PIN every time you e-file the Federal Forms in the QuickBooks Desktop.

Requirements for enrolment of E-file the Federal Forms 940, 941, and 944 the:

Here is quick check list of the things you require before you enroll yourself for IRS e-file program:

  • Employer Identification aka ‘EIN.’ (It’s the 9 digit number.)
  • Company’s legal name with complete address. Ensure the correctness of these details. You can do so by tallying it with any previous IRS correspondence delivered to your company.
  • You need to provide details of the contact person with whom the IRS can communicate about enrolment and payroll tax filings. Arrange for the following details:
  • Legal Name.
  • An active email address.
  • Phone number.

Please Note: This person must be a part of your company and not any third party! This person should be authorized to sign the returns of your company.

  • An electronic signature of the contact person.

How to change Federal Forms filing method to e-Filing:

Here are the quick steps to change your Federal Form filing to e-filing:

  • Open the QuickBooks Desktop.
  • Go to ‘Employees’ section.
  • Then go to ‘Payroll Center.’
  • Once the Payroll setup opens, click on ‘Continue.’
  • Now you will see the various Federal Forms such as Form 940, 941, and 944. Please click on ‘Edit’ under the form you wish to use.
  • Now open the ‘Filing Method’ option.
  • Click on ‘e-File.’
  • Now click on ‘Finish.’
  • Ensure the filing method of your Federal Form 940, 941, and 944 is ‘e-File.’
  • Click on ‘Continue.’
  • You will now see an ‘e-File Enrolment Window.’
  • Follow the onscreen step by step instructions to complete the enrolment process.

How to enroll in the IRS e-file program:

  • After carefully checking the instructions on the e-file enrolment panel click on ‘Next.’
  • Now you need to verify the EIN and submit your company’s legal name and address.
  • Click on ‘Next.’
  • Enter correct details of the legally authorized contact person and then click on ‘Next.’
  • Carefully review the information in the summary Window before you decide to submit it. At this stage you can make any correction.
  • Upon reviewing, click on ‘Send’ and then on ‘Next.’

Please Note: It takes 45 days to get the PIN from IRS.

Scope of services:

We hope this article proved to be a comprehensive guide for e-filing the Federal Form 940, 941, and 944. If you still need further support, our team of experts are happy to help you. For any issues:

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Source: 99accounting



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