cancel
Showing results for 
Search instead for 
Did you mean: 
Announcements
Get unlimited expert tax help and powerful accounting in one place. Check out QuickBooks Online + Live Expert Tax.
calconst
Level 2

Does anyone use QB desktop enterprise payroll Reportable Health Coverage? Wondering if you can get $ for W-2 reporting?

Would like to track total paid for health coverage by company for W2 reporting but wondering how to enter and match billing.    I do not want to generate an invoice in accounts payable.

 

1 Comment 1
ChristineJoieR
QuickBooks Team

Does anyone use QB desktop enterprise payroll Reportable Health Coverage? Wondering if you can get $ for W-2 reporting?

We can create a payroll item instead of generating an invoice associated with AP, Calconst. Let me help you how to do it in QuickBooks Desktop Payroll.

 

First, we can create a health insurance deduction item. This way, the system will track its balance movement.

 

Here's how:

 

  1. Go to Lists, then Payroll Item List.
  2. Choose the Payroll Item  dropdown, then New.
  3. Pick Custom Setup, then Next.
  4. Set Deduction or Company contribution, then Next.
  5. Enter the item name. 
  6. Please specify the agency to which liability is paid. Then choose Next.
  7. Set the Tax Tracking Type.
  8. Choose the Finish button.

 

Next, if your company contributed, here's how to do it:

 

  1. Navigate to the Lists, then Payroll Item List.
  2. Choose the Payroll Item  dropdown, then New.
  3. Pick Custom Setup, then Next.
  4. Input the Company Contribution, then Next.
  5. Enter the item name, then Next.
  6. Choose the name of the agency. Then, select Next
  7. Set the tax tracking type. Select Next three times.
  8. Press the Finish button.

 

If your employee is responsible for paying the entire health benefit amount, please follow step #2 instructions under the Set up a medical, vision, or dental insurance payroll item page.

 

In addition, if both pay a part of it, you can add them by selecting Both The Employee and Company Pay the Portions option.

 

Furthermore, we can pull up a Payroll Item Detail or Payroll Item Review to track the health coverage balance. Here's an overview of these reports and how to access them:

 

 

Please let me know if there are additional details you'd like to clarify regarding payroll insurance items in QuickBooks Desktop Payroll. Have a fantastic day ahead.

Get answers fast!
Log in and ask our experts your toughest QuickBooks questions today.

Need to get in touch?

Contact us
Sign in for the best experience
Ask questions, get answers, and join our large community of QuickBooks users.
Sign In / Sign Up