In this video, I’ll guide you through the process of paying your payroll taxes using QuickBooks Online.

What You’ll Learn:

Tips for IRS Guidelines: Understand the basic IRS requirements for payroll taxes to ensure you don’t have to pay penalties.

Reports to Pull: Learn which reports you need to generate within QuickBooks to gather all necessary data.

Verification: Steps to verify your amounts and make sure you’re paying the correct amount.

Processing Taxes: A detailed walkthrough on how to process and pay your payroll taxes directly from QuickBooks.


Are you ready to learn my best practices to pay payroll tax through QuickBooks… 🤓

Grab a pen and paper and let’s get started 📝

Looking for the desktop version of this training:

Follow these steps:

Understand the Taxes: Identify the federal and state taxes you need to pay, such as 941, Social Security, Medicare, state withholding, and federal unemployment tax.

Access QuickBooks Payroll: Log in to QuickBooks and navigate to the payroll section if you are processing payroll directly through QuickBooks.

Generate Reports: Pull two essential reports – “Payroll Summary by Employee” and “Payroll Tax Liability” from the payroll section in QuickBooks.

Customize Reports: Customize the “Payroll Summary by Employee” report to a monthly view for easier analysis and verification.

Verify and Print Reports: Check the reports for accuracy, especially comparing the tax amounts and payments. Print two copies of each report – one for federal taxes and one for state taxes.

Cross-Check Tax Amounts: Use highlighters to mark and compare tax amounts on both reports to ensure consistency and accuracy.

Process Federal Taxes: Enter the payroll tax section in QuickBooks, review the federal tax details, confirm the amount owed, select the payment date, and process the payment electronically through QuickBooks.

Process State Taxes: Similarly, enter the state tax section, verify the tax details, confirm the amount owed, select the payment date, and process the state tax payment electronically through QuickBooks.

Review Quarterly Taxes: If applicable, review and note any quarterly tax amounts that need to be paid separately or at a different frequency.

Record and File Documents: After processing tax payments, save all reports, payment confirmations, and any other relevant documents in an organized manner for future reference and auditing purposes.

Following these steps will help ensure accurate and timely processing of payroll taxes using QuickBooks.

IRS Payroll Tax Due Date Guidelines:


Have you been using QuickBooks for a while, but when you pull a report you just don’t understand what it’s saying?

Does the idea of going to see your tax professional sound a little stressful and maybe cause you to feel like you want to pull your hair out? I would love for you to join me on my customizing QuickBooks workshop. I’ll be sharing:

  • The most efficient way to track your Income and Expenses.
  • How to create accurate reports in order to view how your business is actually doing and stop second-guessing yourself.
  • Where to get the data you need to make the best decisions to grow your business.

And the #1 SECRET to feeling confident at your next tax appointment. I’m excited to see you on the workshop!

Click here to save your seat  → Join My Free Workshop!  


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