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March 18, 2025
Question

How do I connect a Corporate Officer Exemption Form to QB online plus?

  • March 18, 2025
  • 1 reply
  • 20 views
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1 reply

Nicole_N
QuickBooks Team
March 18, 2025

Hi, @accounting642.

 

The Corporate Officer Exemption form is not directly linked to QuickBooks Online. However, you can manage payroll exemptions and related forms through QuickBooks. I'll provide further details about it.

 

You can exempt your employees by adding them to QuickBooks first. Then, follow the steps below for the process on how to exempt them:

 

  1. Go to Payroll, then Employees.
  2. Select your employee.
  3. From Tax withholding, select Edit.
  4. Choose the applicable form if prompted.
  5. In the Federal Withholding Filing Status ▼ dropdown, select Exempt (if applicable).


     
  6. In the State Withholding Filing Status ▼ dropdown, select Exempt (if applicable).
  7. When finished, select Save.

 

For more information, please refer to this article: Exempt your employee from Federal or State Withholding.

 

I've also included these articles that you might find helpful in handling tax exemptions in QuickBooks: 

 


I'll be around if you have more questions or concerns about managing your taxes in QuickBooks. Just hit the reply below and I'll provide further help.