QuickBooks Tax Forms

Business man and investors consider year-end tax planning for their capital gains and losses. Paying taxes for the business owner can be a complex process. QuickBooks Tax Forms business management software offers a series of tax filing forms for businesses of different nature and sizes. Below are the different types of QuickBooks forms that define their purposes. Go through them to know that which form meets your business purpose. If you are facing any issue or problem while filing these form via QuickBooks , check QuickBooks Errors List to know how to fix QuickBooks forms errors . Also know what you can do in case Unable To View Tax Form In QuickBooks .


Types of QuickBooks forms

1. 1099 form QuickBooks

The 1099 QuickBooks Tax Forms is needed during for year-end tax filing. If you are liable to pay an amount of $600/year and also need to send to contractors via IRS deadline you require 1099 forms. It helps you to track of the persons whom you have paid and the amount you have paid exactly. It is very simple and easy to create and file 1099 from QuickBooks software.

If you want to know Can QuickBooks Efile Tax Without Payroll Service then you need to find out the answer by MyOnePro team .

2. Form 8027 QuickBooks

QuickBooks Form 8027 is filed through the IRS on or before the last day of February for employers who process the filing on paper, or 31st March for employers who file the form electronically.
The following are needed for filing QB Form 8027:

3. QuickBooks 1096 form alignment

QuickBooks 1096 Alignment form is simple and easy to file. Follow the steps: Go to File -> Set up Printer Set up -> Choose the first one 1099/1096, then align. If you are QuickBooks Desktop user the 1096 forms are compatible with all versions of QuickBooks 2011 and earlier. This form is highly compatible with QuickBooks Desktop 2011, 2012, 2013 and 2014 versions.

4. QuickBooks ACH form

QuickBooks Payments feature in QuickBooks allows credit card payments. If you are a QuickBooks user you are aware that you can easily process ACH transactions or eChecks that are commonly known as bank transfers at a very minimal fee. You only need to provide the credentials and customer’s bank information in QuickBooks; the software takes care of further accounting and saves plenty of time.

4. QuickBooks and form 1095-C

The latest QuickBooks IRS form 1095-C is an exemption for the businesses that employ less than 50 employees. For the rest the IRS released this new form on February 8 under the name Form 1095-C

5. QuickBooks Authorization Form

It is a direct deposit form and to create in QuickBooks Choose Employees -> Employee Center to open you QB authorization form. The QuickBooks Authorization Form helps you to follow these rules by providing you with an authorization form that ensures you get the required information from your customers. The form not only secures the customer’s permission, but also nominates the terms of the recurring payment and can help safeguard you from possible charge backs.

6. QuickBooks Bill of Lading Form

QuickBooks Bill of lading forms follow using the same information from QuickBooks sales order or invoice that has been provided by the user. There are many productive features like the quick freight quotes feature saves on freight costs, the shipment consolidation feature creates master bill of lading for multi-order or multi-stop shipments.

7. QuickBooks Direct Deposit Form for Employee

If you require the direct deposit form you need to fill up all the fields that are mentioned in the QB Direct Deposit Authorization Form offered and further you will accord you with a voided check from their bank account. The authorization form and voided check are for your records only and you do not need to submit them to QuickBooks Desktop.

8. QuickBooks Direct Deposit Form for Vendors

The QuickBooks Direct Deposit Form for Vendors helps the QB Desktop payroll customers with the ability to send direct deposits to 1099 Independent Contractors.

9. QuickBooks Federal Form 941

QuickBooks Federal Form 941 has certain requirements to e-file in QuickBooks Desktop is as follows:
QuickBooks Desktop Enhanced Payroll subscription
Latest supported version of QuickBooks Desktop
Stable internet connectivity
Latest payroll update

10. QuickBooks Form 1040

QuickBooks Form 1040 has three different sections. Choosing the right form will help you file successfully.
Form 1040 Schedule C to record the total income and allows sole proprietors and self-employed persons to report their profits, a Schedule C form enables them to list losses suffered during the business year.
Form 1040-ES is the form that sole proprietors and freelancers use to submit estimated tax payments to the IRS.
Form 1040 Schedule SE is for computing your self-employment tax.

11. QuickBooks form 1041

With the QuickBooks Form 1041 you can generate income tax returns for estates and trusts. Entire income distributions made to beneficiaries must be reported on a Schedule K-1 at the end of the year.

12. QuickBooks form 1065

The particular QB form1065 is followed by the partnership businesses. The partnerships businesses need to file partnership returns on Form 1065. For filing the form the entity needs an Employer ID number, even if you’re not going to have employees. It is a very simple and esy process.

13. QuickBooks form 1095 C

The QuickBooks Form 1095 C is the IRS form for businesses with 50 to 99 full-time employees. This form does not consider the part time employees.

14. QuickBooks form 1096

For filing the QuickBooks Form 1096 you are supposed to set up a vendor and print 1096 forms in QuickBooks Desktop Pro, Premier, and Enterprise Solutions.

15. QuickBooks form 1098

The QB Form 1098 is used to report mortgage interest of amount $600 or more received by you during the end of the year of your trade/business from an individual, including a sole proprietor.

16. QuickBooks form 1099

QuickBooks IRS Form 1099 is basically filled up by partnership firms and sole proprietors who use independent contractors for their business requirements. These forms in general describe different types of income of the business.

17. QuickBooks form 1099 MISC

The QuickBooks form 1099 MISC is filed by the employer for each and every person paid by him during the current calendar year. It helps to track the exact amount paid to the person on which particular date.

18. QuickBooks form 1120

This QB Form 1120 is used by Domestic organizations for the purpose of accounting the income, losses, credits, deductions and gains of the organization. It helps to find out the liability owed for Income Tax.

19. QuickBooks form 2290

QuickBooks Form 2290 is for those who use heavy highway vehicle. The tax return can be used for paying tax due on highway motor vehicles used during the period with a taxable gross weight of 55,000 pounds or even more. The form can also be used to figure and pay tax due on vehicle for which you complete the suspension statement on another Form 2290, with the condition that the vehicle later exceeded the mileage use limit during the period.

20. QuickBooks form 5500

The QB form 5500 via the IRS, Department of Labor, and Pension Benefit Guaranty Corporation jointly is designed and developed returns for employee benefit plans to satisfy annual reporting requirements under ERISA and the Internal Revenue Code.

21. QuickBooks form 720

QuickBooks Form 720 is implemented if your nature of business revolves around in goods and services that deal with excise tax. This QB form 720 is prepared quarterly to report the tax to the IRS. The federal government charges an excise tax on specific types of products and services, and in some ways resembles a state sales tax.

22. QuickBooks form 8655

The reporting agents refer to companies that perform payroll services for other businesses. The payroll service has prescribed Form 8655, Reporting Agent Authorization as the appropriate authorization for use by a taxpayer to designate a reporting agent to perform acts on behalf of a taxpayer. The person who signs the Form 8655 should be someone who has authority to legally bind the corporation, partnership or sole proprietor entity.

23. QuickBooks form 8846

QuickBooks Form 8846 are used by many food and beverage establishments that use to claim a credit for social security and Medicare taxes paid or incurred by the employer on certain employees’ tips. This QB form 8846 has payroll data that is summarized in Excel report that help you to fill out the form.

24. QuickBooks form 8846 Worksheet

QuickBooks has the Form 8846 Worksheet that is used to prepare the top portion of Form 8846 (i.e. Credit for Employer Social Security and Medicare Taxes Paid on Certain Employee Tips). The QB form 8846 Worksheet shows total tips, tips deemed to be wages, excess tips, and the current year credit.

25. QuickBooks form 940

QuickBooks Form 940 comprise of an Excel workbook with many worksheets designed to show which transactions QuickBooks has used to calculate the numbers that appear on your most common payroll tax forms.

26. QuickBooks form 940 Credit Reduction

QuickBooks Form 940 for credit reduction shows up in your payroll taxes and the years of being behind on its filing.

27. QuickBooks form 940 Error

For filing the QuickBooks Form 940 error you need to enter a liability adjustment to record the credit reduction amount in QuickBooks. You need to join your Schedule A to your Form 940 and file your forms and pay the amount due.

28. QuickBooks form 940 Schedule A

The QuickBooks form 940 Schedule refers to the Federal Unemployment Tax (FUTA) which s proportional to a credit when employers also pay State Unemployment Taxes. Employers in 8 states are subject to the FUTA Credit reduction due to federal mandate. The total percentage of the reduction varies by state and QuickBooks is designed to identify, compute and report that credit reduction. The eight states included in the Credit Reduction are CA, CT, IN, KY, NC, NY, OH, and the Virgin islands.

29. QuickBooks form 941

This is Employer’s Quarterly Federal Tax Return. Form 941 is used to report those taxes that the employers withhold from employee’s paychecks including withheld income taxes, Medicare taxes or social security taxes and also have to pay for employer’s part of Medicare tax or social security tax.

30. QuickBooks form 941 Error

The QB Federal Form 941 signifies total taxes adjusted by EIC that does not equal the total quarter liability. You need to make adjustments to reconcile the amounts. If you have hire act qualified employees, verify and adjust your data for any kind of errors.

31. QuickBooks form 941 numbers of employees

The QuickBooks Tax Forms 941 for number of employees. For that follow the recommended steps: Choose Employees -> Payroll Tax Forms & W-2s. The File Forms tab in the Payroll Center will open. In the File Forms section, choose Quarterly Form 941 and Schedule B.

32. QuickBooks form 941 Schedule

This form is enrolled only when the individual is considered as semi weekly schedule depositor. Individuals are considered semi weekly depositor only in following cases:
During the look back period, the individual has accorded for employment taxes more than $50,000.
Tax liability of the individual corresponds to touching $100,000 or more on for any day in the previous calendar year or current.
Follow the steps to create the form in accounting software: Go to the File Forms section -> Select Quarterly Form 941/Sch. B – Employer’s Quarterly Federal Tax Return. And then you are done.

33. QuickBooks form 943

This is Employer’s Annual Federal Tax Return for Agricultural Employees. Filing of this form, Form 943, is only applicable if the tax payer has given wages to one or more farm workers which were also subjected for withholding of Federal Income Taxes or Medicare and Social security taxes.

34. QuickBooks form 945

  • This form is the Annual Return of Withheld Federal Income Tax
  • This form is used to provide information regarding the Federal Income Tax which is withheld, from the payments of Nonpayroll category. These payments include following:
  • Annuities and pensions inclusive of distributions received from retirement plans having tax approval such as Section 401 K, Section 403 B and 457 B (government section)
  • Retirement from Military
  • Winnings acquired from Gambling
  • Profits accrued from Indiana games.
  • Voluntary withholding on certain government
  • payments; and
  • Backup withholding.

35. QuickBooks form 990

The QuickBooks form 990 Return of Organization Exempt from Income Tax is submitted by tax-exempt organizations and nonprofit organizations to provide annual financial information to the IRS. There is another variant of Form 990-PF is available for private foundation organizations.

36. QuickBooks form 990-EZ

QuickBooks form 990-EZ is the Return of Organization Exempt from Income Tax is submitted by tax-exempt organizations and nonprofit organizations to provide annual financial information to the IRS. A small version of this form can be used by organizations with gross receipts of less than $100,000 and total assets of less than amount $250,000. There is another type of Form 990-PF, is available for private foundation organizations.

37. QuickBooks form W3

It is the Transmittal of Corrected Wage and Tax Statements. The QW-3 form is for the Social Security Administration (SSA). W-3 forms of your company will be available online in the filed tax forms section of the Payroll Tax Center when your W-2s are available. This form is used to communicate W-2c Form’s Copy A which is labeled as Corrected Wage and Tax Statement. These forms provide quarterly and annual payroll tax returns filed by our service.

38. QuickBooks Form W-2

This is Wage and Tax Statement
This W-2 form is basically filed by each and every employer, who is absorbed in business or trade, for all of his employees including those related to the employer, paying wages along with commission, inclusive of payments through checks for amount equivalent of $600 or more per annum, in return of the services rendered by them to the firm. This is basically filed in following scenarios:
Medical care tax, Income tax or social security tax are withhold from the employee.
In scenario wherein the employee do not claim for more than one allowance withholding or do not come forward to claim exemption from Form W-4 withholding, labeled as Employee’s Withholding Allowance Certificate, Income tax of the employee will be withheld.

39. QuickBooks form W-2 C

This is a corrected Wage and Tax Statements
Form W-2c is filed for following:
To make corrections in W -2 form, W -2AS form, W -2CM form, W- 2GU form, W 2VI form and W -2c form filed with Social Security Administration (SSA).
Also to accord employees with corrected and accurate W -2 form, W -2AS form, W -2CM form, W- 2GU form, W 2VI form and W -2c form.

40. QuickBooks online form W-3

The QB online W-3 is the Transmittal of Wage and Tax Statement forms for the Social Security Administration (SSA). Your company W-3 will be available online in the Filed Tax Forms section of the Payroll Tax Center when your W-2s are available. You can also find quarterly and annual payroll tax returns filed by our service.

41. QuickBooks Online Registration Form

Easily download the QuickBooks Online Registration form and the individual and federal forms as per the requirements of the business. Prefer QuickBooks Online over QuickBooks Desktop as it is the most efficient way to work in your client’s books.

42. QuickBooks Payment Voucher Form

This QuickBooks voucher form is the IRS Tax form 941-V-Payment Voucher that is joined at the end of the tax form 941. Complete Form 941-V, Payment Voucher, if you are making a payment with Form 941, Employer’s Quarterly Federal Tax Return. The IRS ensures to credit your payment more promptly and to improve their service to you.

43. QuickBooks Refund Request Form

The QuickBooks Refund request form needs to be filled up completely so that the requested refund can be processed. After the process is completed a notification will be sent to confirm that the refund request has been received successfully.

44. QuickBooks Requisition Form

There are certain fields included in the QB requisition form while designing it. The requisition form includes various fields such as: log number, fund name, requisition date, name of the vendor, and shipment destination. All the other fields should be filled up completely for the verification.

45. QuickBooks Return Form

When the user purchases QuickBooks products from the retail stores, they can be returned for a refund within 60 days of purchase. After sending the return receipt form with the complete details of the physical product along with the CD filing the QuickBooks Return Form, a refund mailed check can be expected within 4 weeks after the receipt of your return.

46. QuickBooks RMA form

QuickBooks RMA form is a template designed out of the box. RMA (Return Merchandise Authorization) Form is mainly used for every warranty claim. You are supposed to complete the RMA form for recording purposes but it does not necessarily mean you will return the item. Once the form is confirmed your claim is valid after reviewing only your submitted photos and videos, we will send you a replacement, process refund with warranty claim.

QuickBooks T5 form: QuickBooks T4 and T5 forms are prepared on a calendar basis. You need to follow the below steps mentioned:
Register an account with CRA for the reporting of T5.
Make a gist of the dividend, Interest, Royalties and other T5-relevant income paid in the CALENDAR year.
Report T5 using software such as Profile, or you can login to your CRA “My-Account”, then click on “file a return”, using Web-Forms.

QuickBooks tax form LLC: The income and expenses of LLC (Limited Liability Company) are reported on Form 1040, Schedule C, E, or F. If you prefer to file as a corporation, Form 8832 must be submitted. 8832 must be submitted. No Form 8832 is needed if filing as a partnership. The QuickBooks tax form LLC can be filed by following the below steps.
If the only member of the LLC is an individual, the LLC income and expenses are reported on Form 1040, Schedule C, E, or F.
If the only member of the LLC is a corporation, the LLC income and expenses are reported on the corporation’s return, usually Form 1120 or Form 1120S.

QuickBooks Tax form Worksheets: QB business accounting software includes Excel workbook with worksheets designed to help you with transactions QB has used to calculate the numbers that appear on your most common payroll tax forms: quarterly Form 941 and annual Form 940, Form 943, Form 944, Form W-2, and Form W-3. These worksheets provide valuable assistance for troubleshooting payroll tax form amounts if a QuickBooks calculation differs.

You can download QuickBooks W2 Form when the current year’s W-2 forms are available and you finished running payroll for the year you may print and file your W-2 forms. Prior to printing the forms it is important to know about the W-2 forms: