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How to pay a deceased worker?

I am trying to set up a payroll item so that I can pay an estate in the same year as the worker's death.  I need to know that steps to set up the item so that no wages go  in Box 1 of the W2 and that the wages go in Box 3 & 5.

 

Best answer 04-10-2019 10:19 AM

Accepted Solutions
QuickBooks Team

Re: How to pay a deceased worker?

Hello there, @randolph1.

 

I can furnish you with steps on how to process final paycheck for your deceased employees in QuickBooks. Let's get started!

 

  1. Click the Employees menu.
  2. Choose Employee Center.
  3. Locate the name of the employee and double-click on it to open.
  4. Go to the Personal tab.
    1. Enter  Estate of [employee name] in the Print on checks as field.
    2. Click Ok.
  5. Create a final paycheck.

Once completed, let's mark your employee as deceased. Here's how:

  1. Go to the Employees menu.
  2. Select Employee Center.
  3. Locate the name of the employee and double-click on it to open.
  4. Choose the Employment Info tab.
  5. Type in the appropriate date in the Release Date field.
  6. Press Tab on your keyboard.
  7. The Deceased box will appear.
  8. Click the Deceased checkbox.
  9. Select OK

Also, I'd recommend consulting with your accountant so you 'll be guided properly in reporting the deductions for your deceased employees.

 

Please feel free to visit us here in the Community if you have other questions about managing your employee information. I'll be around to answer your inquiries.

1 Comment
QuickBooks Team

Re: How to pay a deceased worker?

Hello there, @randolph1.

 

I can furnish you with steps on how to process final paycheck for your deceased employees in QuickBooks. Let's get started!

 

  1. Click the Employees menu.
  2. Choose Employee Center.
  3. Locate the name of the employee and double-click on it to open.
  4. Go to the Personal tab.
    1. Enter  Estate of [employee name] in the Print on checks as field.
    2. Click Ok.
  5. Create a final paycheck.

Once completed, let's mark your employee as deceased. Here's how:

  1. Go to the Employees menu.
  2. Select Employee Center.
  3. Locate the name of the employee and double-click on it to open.
  4. Choose the Employment Info tab.
  5. Type in the appropriate date in the Release Date field.
  6. Press Tab on your keyboard.
  7. The Deceased box will appear.
  8. Click the Deceased checkbox.
  9. Select OK

Also, I'd recommend consulting with your accountant so you 'll be guided properly in reporting the deductions for your deceased employees.

 

Please feel free to visit us here in the Community if you have other questions about managing your employee information. I'll be around to answer your inquiries.