Getting started: Following and managing the To Do list

The To Do list helps you stay on top of payroll. The list changes over time as you go through your payroll, so you always know what to do next.

When you sign in to Intuit Online Payroll, the To Do List is the first thing you'll see.

Reminder links

The reminder links on the To Do list help you keep up with payroll tasks. If you click one of the links, it will take you to the place you need to go to complete the task. For important things like tax payments and form filings, we'll also send an email reminder.

Removing reminders

If there are reminders on the To Do list that you want to remove, click the trash can icon () to the right of the item.

If you don't see a trash can next to a reminder, we promise we're not trying to drive you bananas! You might need to do something specific to make the reminder go away. These are some tips for removing the more stubborn items:

If you don't want to give anyone else access to your account right now

The question remains on your To Do list until you click the link and indicate your decision. But here's the good news. Even if you answer No to the option, you can always change your mind and give other users access later.

If you decide later to allow other users to access your payroll account:

  1. Go here.
    (Or click the Setup tab.)
  2. Under Company and Account, Security and Access, click Payroll Account Access.
  3. Click Yes and then choose the employees you want to give access to.
  4. If the person you want to add is not listed, click the link to add them as a new user.
  5. Follow the instructions to give the person the security code for use when they first log in.
If you have already received your I-9 form or your W-4 form back from an employee

You might need to check the box on the employee's page.

  1. Go here.
    (Or click the Employees tab.)
  2. Click the employee's name.
  3. In the Employment section, click Edit.
  4. Check the boxes for the I-9 and the W-4 Forms.
If you have already printed and filed a tax form

After you've filed a form, you can usually remove it from the To Do list by saving or archiving.

  1. Click the link for this form on the To Do list.
  2. Click View.
  3. Make sure the correct form is displayed in the Adobe Reader window.
  4. Print the form if you need to, then close the window.
  5. Click Archive.
If you made a tax payment before you started using Intuit Online Payroll

If you used a different payroll method before you started using Intuit Online Payroll, we may be reminding you to pay a tax that you've actually already paid.

If this is your situation, you can record a tax payment you made manually.

Add your own reminders

You can add anything you want to the list, like "Remember to ask Stephanie for her email address so she can see her pay stubs online." Maybe you need to call your accountant to ask a question, or you might need to remember to mail a form. Use the list the way that works for you.

ToDo, To Do

 

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