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aimee21-hotmail-
Level 1

I am trying to opt an employee out of the pension on quickbooks, it says the date format is in the incorrect format. I have tried all the different formats?

Does anyone know the correct format? Or what I can do.
1 REPLY 1
RhoiceW
QuickBooks Team

I am trying to opt an employee out of the pension on quickbooks, it says the date format is in the incorrect format. I have tried all the different formats?

Hi there, Aimee. Allow me to help you opt an employee out of the pension in QuickBooks Online (QBO).

 

When opting out an employee from the pension plan in QuickBooks, the correct date format is MM/DD/YYYY. For example, if you're entering a date like March 15, 2023, it should be input as 03/15/2023.

 

You can follow these steps on how to opt-out an employee:

 

  1. Go to Payroll, and then select Employees.
  2. Select your employee.
  3. Select Workplace pension, loan & other deductions.
  4. Select the pencil icon.
  5. Turn off Enrolled in pension.
  6. Note: If no refund is due, select Cease membership.
  7. Select Opt out.
  8. Enter the opt-out date.
  9. Select Save.

 

Feel free to check out these important reminders before opting out an employee in QuickBooks: Opt out of a pension scheme in QuickBooks Online Core Payroll.

 

You can also consider reaching out to our QuickBooks Online support team. This way, they can guide you in opting out your employee and help you with the correct format.

 

Additionally, you can submit a pension report so that your users will have an efficient way to handle their retirement benefits.

 

Let me know if you'd like further assistance managing your employees, Aimee. I'm here whenever you need more help.

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