How To Register To File 941 Online Through Quickbooks

Acquire how to due east-file federal payroll tax returns as an auditor on behalf of your clients.

Equally an accountant, if you lot programme to east-file federal payroll revenue enhancement returns for clients, you must register with the IRS as a Reporting Amanuensis. The following sections explicate how to become a Reporting Agent. And how to eastward-file payroll tax forms for your clients.

Notation: To exercise this you lot need the supported QuickBooks Desktop Accountants edition and a have a subscription to QuickBooks Desktop Payroll Enhanced for Accountants.

Go a Reporting Amanuensis

Y'all must fully complete each of the post-obit steps for the IRS to authorize you to e-file payroll tax returns on behalf of clients.

Footstep 1: Complete and submit IRS Form 8655 for each client for whom you volition e-file.

Step 2: Apply to participate in the IRS e-file plan past creating an IRS e-Services account and submitting your east-File Provider application.

Step three: Pass a suitability check.

For more than information about this process, see Become an Authorized e-file Provider

Warning The information provided in this article is subject area to change by the IRS. Always confirm the right process with the IRS.

Step i: Consummate and submit IRS Form 8655

The first step in the process is to complete and submit to the IRS a Form 8655 for each client for whom you lot volition e-file. This form authorizes you lot to act on behalf of your clients.

You lot can download a copy from IRS Form 8655. Instructions for completing the class are included on page 2.

To complete and submit Class 8655:

Enter the required data in the Taxpayer and Reporting Agent sections of the class.
In the Authorization of Reporting Amanuensis to Sign and File Returns department (line 15), enter:
- The get-go tax year (in YYYY format) for which you lot'll due east-file Form 940 and Form 941
- The catastrophe month of the offset quarter (in YYYY/MM format) in which you lot'll due east-file Form 941
Consummate the remaining fields on the form.
Have the taxpayer (your customer) Sign the form, enter the taxpayer's Championship, and enter the Date the form was signed.
Guidance on who can sign Form 8655 is included in the instructions on page ii of the grade.
Print the completed form, and generate a list of all of your clients for whom you lot are submitting Forms 8655, listing the business concern name and EIN of each client.
Submit the forms past fax (to 855-214-7523) or postal service them to:
Internal Revenue Service
Accounts Management Service Center
MS 6748 RAF Team
1973 Due north Rulon White Blvd.
Ogden, UT 84404

Warning:Fully complete the Authorization of Reporting Agent to Sign and File Returns section (line fifteen). If y'all don't enter information for a class, y'all tin can't e-file that form for your client.

Pace 2A: Create an IRS e-Services account

Once you have submitted Class 8655, you lot must apply to participate in the IRS e-file programme. There are ii parts to practise this: Offset, gear up an IRS e-Services account for all the principals in the company, and and then submit the application.

Ready an IRS e-Services account

Make sure that every chief and responsible official in your business firm signs up for e-Services. You can find definitions of a principal and a responsible official in IRS Publication 3112 , IRS eastward-file Application and Participation.

All due east-Services users must register using a two-gene hallmark process chosen Secure Access. When you ready up your e-Services account, you must create a username, password, and Pivot with which to sign in to your eServices account.

To apply for an e-Services account, visit the IRS eastward-Services website to access the application and review the requirements. You'll demand to provide:

A readily bachelor electronic mail address
Your Social Security number
Your filing status and address from your final-filed tax return
Your personal account number from a credit card, home mortgage loan, home equity (2nd mortgage) loan, home equity line of credit (HELOC), or
machine loan (the IRS does not retain this data)
A readily available U.S-based mobile phone capable of receiving text messages. If the mobile number cannot be linked to your proper name, you can asking that your activation code exist mailed to y'all during registration.

Follow the instructions on the IRS website to prepare up the account for each principal. Be certain to confirm your registration when you receive your confirmation code. The verification and approving procedure for east-Services accounts can take several days, and so program accordingly.

Stride 2B: Submit an Application

Once the principals in your firm are approved for east-Services, you lot can begin the application to become an Authorized IRS due east-file Provider. The application is comprehensive to protect the integrity and security of the electronic filing system.

Steps in the application procedure include:

Log in to e-Services and admission the online application to become an IRS e-file provider.
Enter identification information for your firm, equally well as services provided to taxpayers.
Enter the requested data for each principal and responsible official in your organization.
Specify an eastward-File Provider option. As a render preparer who wants to e-file for clients, select Electronic Return Originator (ERO).
Enter the electric current professional condition and requested data for any principal or responsible official who is an attorney, certified public accountant, enrolled amanuensis, officer of a publicly owned corporation, or bonded bank official.

If a main or responsible official is non an chaser, certified public accountant, enrolled amanuensis, officer of a publicly-owned corporation, or bonded bank official, they must provide fingerprints to the IRS.

Y'all tin can phone call the IRS toll-complimentary at 866-255-0654 to request a fingerprint menu.

You lot tin then be fingerprinted by a trained professional at your local police station or at a visitor that provides this service. Mail service the signed and completed fingerprinting menu to:
Internal Revenue Service
310 Lowell St. Stop 983
EFU Acceptance Testing
Andover, MA 01810-5430

The IRS tin take upwardly to 45 days to approve an Authorized IRS e-file Provider application, so plan accordingly.

Step 3: Pass a Suitability Check

After your application is submitted, the IRS conducts a suitability check for each person listed on your application. This may include the post-obit:

Credit bank check
Tax compliance check
Criminal background cheque
Check for prior non-compliance with IRS e-file requirements

Once approved, you'll go an credence alphabetic character from the IRS with the Electronic Filing Identification Number (EFIN) yous need to east-file returns.

e-File payroll tax forms

Once you have established yourself as a Reporting Agent and are authorized to eastward-file returns, you can prepare and submit Forms 941, 944, or 940 payroll tax forms on behalf of your client from QuickBooks Desktop.

Select Employees, and select Payroll Center.
On the File Forms tab, select the version of the appropriate form with For Reporting Agents in the championship.
Select Create Class.
Enter and review the required data.
Select Submit Grade.
If you go an error bulletin, fix all errors and resubmit the form. You cannot proceed with errors on the form.
In the Print/E-File window, selectE-File Federal Form.
The login screen appears.
Enter the requested data, including your EFIN and your e-Services Pin.
Select Recollect my information for next time to save your data and auto-populate these fields the side by side time you access this dialog.
Select Submit.