IRS e-file is the electronic filing program through which Enhanced Payroll customers can submit Form 940 and Form 941 payroll tax forms directly from QuickBooks. IRS e-file requires enrollment.

Step 1: Gather information and keep it handy

During enrollment, you'll be prompted to provide or verify the following information:

• Your 9-digit Employer Identification Number (EIN).

• Your company legal name and address, which needs to exactly match the company legal name and address on file with the IRS. You'll typically find this information on IRS correspondence sent to your company or on a preprinted IRS payment coupon, like the preprinted Form 8109 shown here.

  

• The name, job title, email address, and phone number of the person the IRS can contact about your enrollment and your payroll tax forms. This person must be the same person that's on file with the IRS.

• An electronic signature. You'll need to provide the name and email address of the person who signs your payroll tax forms. This person must be the same person that's on file with the IRS.

Step 2: Submit an enrollment request through the QuickBooks Payroll Setup interview

You need to submit your enrollment request through the QuickBooks Payroll Setup interview. To do so:

1. In your QuickBooks company file, go to the Employees menu and click Payroll Center.

2. In the File Tax Forms section of the Payroll Center, click Related Form Activities and then Edit Filing Methods.

3. Follow the instructions in the payroll setup interview.

Step 3: Complete the enrollment process

After you submit your enrollment information, the following occurs:

1. The enrollment information is sent to Intuit.

2. Intuit sends the enrollment information to the agency.

3. The agency receives the enrollment.

4. Intuit sends you an e-mail that indicates whether your enrollment was received or rejected by the agency.

   IMPORTANT! The IRS can STILL reject your enrollment if they find an issue during the processing. If they do you will receive a letter directly from the IRS.

5. Within 7 to 10 business days, the agency sends a unique 10-digit PIN through the mail to your company legal address.

Store the PIN in a secure place. You'll use the PIN each time you submit a payroll tax form (Form 940 or 941). Make sure that you enter the PIN exactly as provided to ensure that the form is accepted by the agency and processed in a timely manner.

NOTE: Be sure that you complete the entire enrollment process before you submit a form electronically through Intuit.