Payroll Quarterly Tax Filing in Intuit QuickBooks
Created by Intuit
Streamline the completion of the necessary payroll quarterly tax filings in Intuit QuickBooks.
Payroll Quarterly Tax Filing Template
Download your free Payroll Quarterly Tax Filing template to personalize and use in your bookkeeping or accounting firm.
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About this template
This template outlines the process for preparing and filing quarterly payroll tax returns in the United States.
It includes tasks for confirming key information, preparing and reviewing Form 941, and submitting the filing to the IRS. The workflow supports automation, with steps to verify the client’s payroll data, prepare filings, confirm submission, and send reminders for quarterly deadlines.
The initial work assignee is the Payroll Specialist. The process is structured to repeat quarterly and can be customized to fit your firm’s workflows and tax filing schedules.
This template is part of the US Simple Start Collection. Simple Start templates are basic versions of existing Karbon templates. They are scaled back, streamlined, and include fewer tasks, sections, and offer no Client Requests. They are designed to help you quickly get started with Karbon templates.
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.
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