Payroll Quarterly Tax Filing in Intuit QuickBooks
Created by Intuit
Streamline the completion of the necessary payroll quarterly tax filings in Intuit QuickBooks.
88 downloads
Payroll Quarterly Tax Filing Template
Download your free Payroll Quarterly Tax Filing template to personalize and use in your bookkeeping or accounting firm.
Added and downloaded 176 times
About this template
Complete the necessary quarterly payroll tax filings and payments including the Federal 941 filing with this process.
Set the start date to the 21st of the month and the due date to the 28th of the month. This gives clients time to pay and ensures timely payments for all calendar months. The Payroll Specialist is the work assignee.
Remember, the Form 941 is due by the last day of the month that follows the end of the quarter (e.g. April 30 for Q1).
How to use this template
Add this template to Karbon
Get more out of this template by adding it to your Karbon Practice Management cloud-based software, including:
- Time and Budget Estimates
- Task Automation
- Client Task Automation
- Client Work Scheduling
Alternatively, you can
.How to customize a template
You can edit any saved template to fit your firm's specific needs. Before making changes, duplicate a pre-populated template by selecting it, clicking the "..." menu, and choosing Duplicate.
Common customizations:
- Reorder or nest tasks
- Add or remove tasks
- Edit the client task email
- Use or modify Tasklist automators
Read the support article to learn more.
About Karbon
Karbon is an AI-powered practice management platform for accounting firms, designed to streamline operations and support scalable growth.
Trusted by nearly 3,000 firms, Karbon boosts productivity by an average of 18% by uniting teams, clients, work, billing, and reporting in one place. With 30+ integrations and an open API, it’s fully customizable.
Learn more at karbonhq.com or book a demo to see how Karbon can help your firm grow.
Related templates
Other workflow templates you might find useful.
