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Using Intuit Quick Employer Forms Accountant to create 1099s and W-2s

SOLVEDby IntuitLacerte Tax32Updated October 05, 2021

What is Intuit Quick Employer Forms Accountant?

Quick Employer Forms is a web-based application that helps users quickly and easily create Forms W-2, 1099-MISC, 1099-INT, and 1099-DIV.  It asks you a few simple questions, and then completes the forms for you automatically.

 

Quick Employer Forms (QEF) is designed to be used with our tax programs (Lacerte & ProSeries). It isn't a standalone product.

What features does Quick Employer Forms offer?

  • Pros enter information and can then print the recipient forms from PDF.
  • The filing copies are e-filed to the IRS and Social Security Administration (SSA).
  • Intuit is the batch provider so there is no need for the Professional to sign up with the IRS or SSA for e-file credentials.
  • One fee provides you unlimited access.

To access Quick Employer Forms from My Account online:

  1. Sign in to My Account.
  2. When the Dashboard opens you'll see Helpful Resources on the right.
  3. Select Quick Employer Forms.
    • If you receive an error saying the web page is unavailable, access it from within the tax program.

To access Quick Employer Forms from Lacerte or ProSeries:

  1. Open the tax program.
  2. From the Tools menu, select Print and E-File W-2s and 1099s.
  3. Click Login to Quick Employer Forms.
  4. Enter your sign in information if prompted.

NOTES: Make sure customers are FIRST attempting to license from within the Tax Program before attempting to log in to the web site.

Ensure customers are using the appropriate tax year when attempting to access the program. Ex.  QEF for TY19 cannot be accessed until January 1, 2020

If a customer has purchased QEF and is having trouble accessing the data, please follow these troubleshooting steps:

Browser 

  • Clear Cache and Cookies

User Login Name

  • If there are more than 1 auth ID then check all in QBN
  • Have customer login with all auth IDs you find on account
  • Use the email address to see if there are more than 1 auth ID associated
  • Have customer login via Website
  • For more troubleshooting steps, see Troubleshooting Tips for My Account Login.

To resolve

  1. Ask the customer what login name they used to pull up QEF in the past.
  2. Search the login name in QBN
  3. If that auth associated with the login name is no longer tied to a contact on the account, then access to QEF will not display the QEF data for that user.
  • Add Account/Product to tie the login back to the account -or-
  • Add the contact on the account in SFDC and search/create identity to associate the auth.

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