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apm-carrie
Level 1

Can someone help me add a pretax payroll deduction (Aflac)?

 
4 Comments 4
Sarah Bl
QuickBooks Team

Can someone help me add a pretax payroll deduction (Aflac)?

I hope you've had a safe and productive week so far, @apm-carrie.

 

You've come to the right place on getting your pretax deduction added to your employee. When adding this deduction, we're just going to go edit the employee and then submit the information. How about we get started so you can get back to business and get ready for the weekend.

 

How to add Pretax Deduction:

  • Go to Workers, then select Employees.

  • Choose the employee that is going to be adding the deduction.
  • Now we will make our way to Step 4 and click on Add Deductions.

  • Here we will have drop-downs and we will select from it 1. Deductions/Contributions 2.Health Insurance 3. Medical Insurance.

  • Scroll to the bottom and click Pre-Tax Insurance Premium.

  • Then OK.

 

This will then automatically create a liability account for this medical insurance. For any future adding to the deduction of the employee, you can always go back and view this information by going through Step 1-3 of what I've provided. You can always edit it at any time.

 

It's been great being able to assist you with getting the deduction added to your employee. Now that you've got all the information in, your good to go. Have a great weekend!

Syvan
Level 1

Can someone help me add a pretax payroll deduction (Aflac)?

I have Qbooks Pro 2019 - I do not see these icons for setting up a pre-tax deduction?

Syvan
Level 1

Can someone help me add a pretax payroll deduction (Aflac)?

I have Qbooks Pro 2019 and am trying to set up pre-tax and after-tax deductions for Aflac.  I do not see the icons mentioned in previous answer?

JasroV
QuickBooks Team

Can someone help me add a pretax payroll deduction (Aflac)?

The steps above are for QuickBooks Online (QBO), @Syvan.

 

You'll want to create a Payroll Item for AFLAC in your QuickBooks Desktop (QBDT). Here's how.

  1. Go to the Lists menu and go to Payroll Item List.
  2. Click Payroll Item, then select New.
  3. Select Custom Setup, then click Next.
  4. Click Deduction, then Next.
  5. Enter the desired name, then click Next.
  6. Enter the agency name, select the liability account, then click Next.
  7. Select the tax tracking type, then click Next.
  8. Click Next on the Taxes page.
  9. Choose Neither on the Calculate based on quantity page, then click Next.
  10. Select gross pay, then click Next.
  11. Enter the rate and limit, then click Finish.

Once done, let's add the payroll item to the employee's profile. This way, the item will show when creating a paycheck. Let me show you how:

  1. Go to the Employees menu, then click the Employee Center.
  2. Double-click the employee name to open their profile.
  3. Go to the Payroll Info tab.
  4. Under Additions, Deductions and Company Contributions, add the AFLAC item and enter the amount.
  5. Once done, click OK2.PNG

You might also want to check this article in case you want to set up a payroll item for an insurance in the future.

 

You can always contact us anytime you have other concerns or questions, our door is always open for you. Take care!

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