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Payroll Quarterly Tax Filing in Intuit QuickBooks Template

Download your free Payroll Quarterly Tax Filing in Intuit QuickBooks template to personalize and use in your bookkeeping or accounting firm.

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Download Payroll Quarterly Tax Filing in Intuit QuickBooks Template

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A preview of the templatePayroll quarterly tax filing (for QuickBooks Online Payroll) (United States)Prep & File2 AutomatorsPay quarterly federal payroll tax payments (Form 941/944)CompletedFFile quarterly federal tax Form 941/944CompletedEPay and file quarterly state payroll tax payment(s)CompletedEReview, pay and file state unemployment insurance (SUI) tax payment & formsCompletedYScan / attach state SUI form to the client request below, update the Sending Settings for payment due information, anCompletedZCLIENT TASKSQuarterly state unemployment insurance (SUI) payment / filing 2 AutomatorsPrint the attached form, sign and mail to the address on the form. If payment is required, be sure to include a checkReady To StartDue TodayK

About this template

Complete the necessary quarterly payroll tax filings and payments including the Federal 941 filings in Intuit QuickBooks.

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).

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A preview of the templatePayroll quarterly tax filing (for QuickBooks Online Payroll) (United States)Prep & File2 AutomatorsPay quarterly federal payroll tax payments (Form 941/944)CompletedIFile quarterly federal tax Form 941/944CompletedAPay and file quarterly state payroll tax payment(s)CompletedJReview, pay and file state unemployment insurance (SUI) tax payment & formsCompletedSScan / attach state SUI form to the client request below, update the Sending Settings for payment due information, anCompletedLCLIENT TASKSQuarterly state unemployment insurance (SUI) payment / filing 2 AutomatorsPrint the attached form, sign and mail to the address on the form. If payment is required, be sure to include a checkReady To StartDue TodayU

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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 Intuit

Everything we do at Intuit is in service to our mission of powering prosperity around the world. We are dedicated to providing the tools, skills and insights that empower people to take control of their finances and live the lives they want. We work toward that mission in a variety of ways, but the way we make progress at scale is through our products and cornerstone brands — TurboTax, QuickBooks, and Mint.

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