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hc04
Level 2

how do I know if OR PFML is set up correctly in quickbooks online, is there a way to check?

 
Solved
Best answer January 18, 2023

Best Answers
Bryan_M
QuickBooks Team

how do I know if OR PFML is set up correctly in quickbooks online, is there a way to check?

Thank you for coming back to the Community thread, @hc04.

 

I know how important for you to show up your OR PFML whenever you run the report. Let me provide you with the complete steps on how to set up it correctly.

 

To track paid family medical leave we must set up Paid Leave Oregon for your employees.

 

First, we'll need to set up your policy:

 

  1. Route to Settings ⚙, and choose Payroll settings.
  2. Select Edit, from Oregon Tax. Then, select Create Policy.
  3. Enter the number of employees used to determine your rate. Afterward, type in your OR FAMLI ID.
  4. Choose Define Rates, and type in your Policy Name.
  5. Choose the effective start date.
  6. Type in the contribution percentages for you and your employees. For instance, if you want to pay 50% of your employee's portion (you pay 30% and your employee pays 30% for a total of 60%), enter 30 in the employee box. 30 will automatically add to the employee box.
  7. Once done, tap Save.

 

Next, we'll need to add the policy to your employees:

 

  1. On the left side of your computer click Payroll, then choose Employees.
  2. Select your employee. From Tax withholding, click Edit.
  3. In the State Withholding, choose + Assign Policy.
  4. Select the policy name you set up in Step 1.
  5. Click Save, then Done.
  6. For all other Oregon employees, repeat steps 2 - 6.

 

Don't worry if you've run payroll before setting up this rate. When you run your next payroll, we'll automatically catch you up.

 

Feel free to read this article for more details: Set up Paid Leave Oregon.

 

If you have more paid family medical leave-related concerns, don't hesitate to reply to this post. Keep safe and have a good one!

View solution in original post

26 Comments 26
Nicole_N
QuickBooks Team

how do I know if OR PFML is set up correctly in quickbooks online, is there a way to check?

Hi there, @hc04

 

I'm here to help you walk through the process of how to check if the PFML is set up correctly. I'll guide you on how:
 

  1. Go to the Gear icon.
  2. Select Payroll Settings.
  3. Click OR Tax.
  4. Scroll down to the Paid Family Medical and Leave.

 

You can read this article on how to view useful information about your business and employees: Run payroll reports in QuickBooks Online Payroll.

 

Let me know if you have any other QuickBooks-related concerns. Take care and have a good one!

hc04
Level 2

how do I know if OR PFML is set up correctly in quickbooks online, is there a way to check?

I have done this set up, but when I go to run payroll OR PFML does not seem to show up on each of the employees summaries when I am reviewing payroll. I don't know where else it would or should be visible. Any ideas?

hc04
Level 2

how do I know if OR PFML is set up correctly in quickbooks online, is there a way to check?

I have done this set up and would think that OR PFML would show up in the Tax summary of each employee as a deduction in payroll. This is what I don't understand. When I run payroll it doesn't show up. I can't see it anywhere so it doesn't look like it is being deducted. Thanks.

Bryan_M
QuickBooks Team

how do I know if OR PFML is set up correctly in quickbooks online, is there a way to check?

Thank you for coming back to the Community thread, @hc04.

 

I know how important for you to show up your OR PFML whenever you run the report. Let me provide you with the complete steps on how to set up it correctly.

 

To track paid family medical leave we must set up Paid Leave Oregon for your employees.

 

First, we'll need to set up your policy:

 

  1. Route to Settings ⚙, and choose Payroll settings.
  2. Select Edit, from Oregon Tax. Then, select Create Policy.
  3. Enter the number of employees used to determine your rate. Afterward, type in your OR FAMLI ID.
  4. Choose Define Rates, and type in your Policy Name.
  5. Choose the effective start date.
  6. Type in the contribution percentages for you and your employees. For instance, if you want to pay 50% of your employee's portion (you pay 30% and your employee pays 30% for a total of 60%), enter 30 in the employee box. 30 will automatically add to the employee box.
  7. Once done, tap Save.

 

Next, we'll need to add the policy to your employees:

 

  1. On the left side of your computer click Payroll, then choose Employees.
  2. Select your employee. From Tax withholding, click Edit.
  3. In the State Withholding, choose + Assign Policy.
  4. Select the policy name you set up in Step 1.
  5. Click Save, then Done.
  6. For all other Oregon employees, repeat steps 2 - 6.

 

Don't worry if you've run payroll before setting up this rate. When you run your next payroll, we'll automatically catch you up.

 

Feel free to read this article for more details: Set up Paid Leave Oregon.

 

If you have more paid family medical leave-related concerns, don't hesitate to reply to this post. Keep safe and have a good one!

hc04
Level 2

how do I know if OR PFML is set up correctly in quickbooks online, is there a way to check?

How do I find my OR FAMLI ID?

hc04
Level 2

how do I know if OR PFML is set up correctly in quickbooks online, is there a way to check?

How do I know our OR FAMLI ID.?

KlentB
Moderator

how do I know if OR PFML is set up correctly in quickbooks online, is there a way to check?

Thanks for getting back to us, findhc04. I'll share some tips on how you can find that info.

 

The Paid Leave Oregon program ensures all workers have the support and time they need to take care of themselves or their families during life circumstances that pull them away from their jobs. When setting it up in QuickBooks Online, you'll be required to supply your Oregon Family and Medical Leave Insurance Agency ID. 

 

To get your identification number, you may need to reach out to your state agency. They'll be the ones to guide you on how to obtain that details. After that, follow the steps provided by my colleague, Bryan_M, to enter it in the payroll settings.

 

To learn more about this topic, feel welcome to browse these articles:

 

 

I want to make sure everything is taken care of for you, so let me know if you have any follow-up concerns by leaving a comment. I'm always here to help. Have a wonderful rest of your week!

AnnaK1
Level 2

how do I know if OR PFML is set up correctly in quickbooks online, is there a way to check?

Just an FYI for the person who was asking about how to find the number... I have had a heck of a time trying to figure out WHAT my OR PFML Account Number is. Quick answer: Oregon does NOT have this number. You will use your BIN, but since QBO doesn't have the correct amount of spaces (there are only 8 and the BIN is 9 digits), you leave the first 0 (zero) off.

 

I spoke with the state (and am still on hold for another department), but they are the ones who gave me this info. She said that they get these calls at least every other day, and that they are asking all employers to give feedback to QB letting them know that Oregon does NOT have this number.

 

Hope that saves you from having to listen to hold music for ages.

amandaET2023
Level 2

how do I know if OR PFML is set up correctly in quickbooks online, is there a way to check?

I am running into the same issue. I am trying to reset my account (the percentages were wrong and there's no "edit" button" once you make your selection.) I need to correct the withholdings for each employee (60% of 1%) and then leave us as the employer exempt from the other (40% of 1%.) I am currently on hold with a QB "expert" who is repeatedly arguing with me that I need an ID number for this. I told her it is the BIN and she refuses to believe it and keeps telling me to contact the state department. This is insane.  Does anyone know a way to get into contact with QB/Intuit corporate instead of these random remote workers that answer the phones all day? This is a coding issue with QBO, it's not a user issue. 

JamesAndrewM
Moderator

how do I know if OR PFML is set up correctly in quickbooks online, is there a way to check?

This isn't the experience we want you to have, @amandaET2023. I'm here to route you to the best support to sort out this query.

 

I'd recommend contacting our QuickBooks Online Payroll Support Team for assistance. They have tools to check further into your account in a safe environment and to fix this issue.

 

Here's how:

 

  1. Go to Help (?), then click Contact Us.
  2. Please enter your question and select Let's talk.
  3. Review and Select from the following: Ask the communityHave us call you, or Chat with us.

 

Please keep in mind the best time to contact our support is during their available hours.

 

Feel free to visit our QB Help page. You can then browse articles or get ideas from other QuickBooks users and experts.

 

I’m just a post away if you need anything else. Have a great day.

amandaET2023
Level 2

how do I know if OR PFML is set up correctly in quickbooks online, is there a way to check?

Thanks for that insight James - but I'm on the phone with them right now. A member of QuickBooks Online Payroll Support Team - Christine Joy - hung up on me after almost two hours of back and forth and her arguing with me about the tax ID. She said she wasn't in Oregon, had no idea what the tax was, yet kept telling to contact the state department for an agency # that doesn't exist. I need to bypass the normal "experts" and discuss this with a team that is actually coding the backend of the site and working with payroll to implement the new tax roll out. This isn't a payroll processing issue, it's a QBO website/back-end coding problem. 

MaryLandT
Moderator

how do I know if OR PFML is set up correctly in quickbooks online, is there a way to check?

I appreciate you letting us know about what happened during the call, amandaET2023.

 

Let's get you back to our Support Team and have them enter the tax ID if you have it already from the state of Oregon. Before contacting them again, I'd like to share some details about the tax ID.

 

The Employer ID Number (EIN) and Taxpayer ID Number (TIN) are identification numbers the Internal Revenue Service uses to track tax info.  The IRS assigns EIN, also known as Federal Tax Identification Numbers, to business entities. In general, the IRS uses EINs to track payroll tax liabilities and payments.

 

To apply for an EIN and learn more about the requirements, visit the IRS website. Applying online is the fastest way to get an EIN. Once you have it, enter or change it in QuickBooks Online.

 

If you're unable to do so, contact again our QuickBooks Online Payroll Live Team. They'll help update this for you.

 

Let me know how the contact goes by commenting below. I'll be right here to take action if your call is disconnected again. Have a good one!

AnnaK1
Level 2

how do I know if OR PFML is set up correctly in quickbooks online, is there a way to check?

Did you ever figure this out? I am no expert, but since I recently did this, I might understand what you're trying to do...and I don't feel like the other answers you got were relevant. If I'm understanding you correctly, you are trying to set up QBO Payroll to automatically deduct and pay the state of OREGON the OR FMLA tax that is new as of January 1st, 2023, and you may have already started the process, but realized you needed to correct the percentages you entered originally.

 

This may already be what you are doing, and maybe you have different options than me, but here is how I can edit my OR FMLA tax percentage rates:

1. go into "Payroll Settings" via the gear in the upper right hand corner

2. click on the pencil to edit "Oregon tax" 

3. scroll down to the "Oregon Paid Family and Medical Leave Tax (PFML)" section

4. since I've already set up a "policy" (I only have one), it is there under "policy groups" and on the right there is an option to edit this. Mine is currently set to 0% Employer and 60% Employee, which is what I think you are trying to do.

 

I have no idea if this is helpful, but I know how frustrating it is when you can't find someone to ask, and I'm in Oregon so have the same taxes!

cpageek
Level 1

how do I know if OR PFML is set up correctly in quickbooks online, is there a way to check?

You mention that the withholding will automatically catch up if the setup completed after payrolls have already been run. I am not seeing this is the case. The payroll after setup was completed was wanting to just withhold the current amount. The payroll was completed and we are now hoping to catch up on the next run. Please advise on the best way to go about this. Thanks.

Tori B
QuickBooks Team

how do I know if OR PFML is set up correctly in quickbooks online, is there a way to check?

Hey there, @cpageek.

 

That is correct. When you have everything set up, you should be caught up by the next payroll. However, since this isn't the case for you, I recommend contacting our Payroll Support Team for further review. Our payroll agents can take a look into your account and ensure everything is correct. If not, they can make corrections accordingly. You can use the link I've included below to connect with our team. 

 

 

Please let me know if you have any questions or concerns. Take care! 

useroau
Level 1

how do I know if OR PFML is set up correctly in quickbooks online, is there a way to check?

two questions:

 

On 1/1/2023 I have created and assigned a PLO (paid leave Oregon) policy in QuickBooks Online and have been collecting PLO from employee checks starting Q1-2023. This will create a payment due to Oregon with the Q1 OQ form. Right now the Q1 OQ form in QuickBooks Online, when I preview it, does not show the calculated accrued PLO payment that will be due. If you google 2023 OQ form there is a new OQ form for 2023 that has the place to add the PLO into the payment. Will QuickBooks online fix this before the Q1 filing next month and include the PLO payment with the rest of the OQ payments due, or will I need to pay it outside of QuickBooks online?

 

 

Secondly-  Starting Q2-2023 I am approved for a Employer equivalent PLO plan, so I will still be collecting the PLO from employee checks, but those will stay in a Employer PLO Trust acct. and not be paid to ODR. I don't see where I can let QBO know that the payments should not be included in with the Quarterly OQ tax payment to ODR.

 

Thx so much for any info or insight...

Kurt_M
QuickBooks Team

how do I know if OR PFML is set up correctly in quickbooks online, is there a way to check?

It's great to see you here in the thread, @useroau. Let's get you out of this situation to accomplish your tasks inside QuickBooks Online (QBO).

 

Before anything else, know that I understand the urgency of this matter, and I want to ensure you can get through this. Please be aware that the PLO payment will reflect before the end of the quarter if you're able to set it up correctly. To learn more about this matter, I'd recommend checking this article: Set up Paid Leave Oregon.

 

Also, if the issue persists after ensuring your company settings, you can contact our Customer Care Team. This way, they can assign a representative to investigate and determine why it occurs on your end. I'll write down the steps to get you going:

 

  1. Sign in to your QuickBooks Online company.
  2. Go to Help (?).
  3. Select Contact Us.
  4. Enter your concern, then select Let's talk.
  5. Choose a way to connect with us:
  • Start a chat with a support expert.
  • Get a callback from the next available expert.

 

See this page to learn more: Contact Payroll Support.

 

Additionally, I've got you this handy article to help you manage you employees' deductions: Set up, change, or delete employee-paid payroll deductions.

 

I'll be here in the Community space if you need help performing specific tasks inside QuickBooks, @useroau. Feel free to leave a message in the comment section below. Stay safe!

dlbloom
Level 2

how do I know if OR PFML is set up correctly in quickbooks online, is there a way to check?

I am having the same issue as the person above. All you did was repeat the same answer from before, which is not what we are asking.

Adrian_A
Moderator

how do I know if OR PFML is set up correctly in quickbooks online, is there a way to check?

Hi there, dlbloom.

 

I appreciate you for joining this thread.

 

I'd suggest contacting our phone support so one of the agents can check your account in a more secure environment. They have the means to verify the root cause of the issue and can start an investigation into this matter if necessary.

 

Here's how to contact us:

 

  1. Click the ? Help icon.
  2. On the Assistant tab, enter Talk to a human.
  3. Enter a brief description of your concerns.
  4. Select No.
  5. Choose either Chat with us or Have us call you.

 

Additionally, I've got you this handy article to help you manage your employees' deductions: Set up, change, or delete employee-paid payroll deductions.

 

Keep me posted whenever you have payroll concerns.

dlbloom
Level 2

how do I know if OR PFML is set up correctly in quickbooks online, is there a way to check?

Yah that is all good and everything, except the contributions are still not happening and now I'm getting nasty grams from the State. 

boardmanjumpstartjava
Level 1

how do I know if OR PFML is set up correctly in quickbooks online, is there a way to check?

I am having the same issue.  Quickbooks has it set for 1% for EACH company and employee for a total of 2%.  There is no way to edit this so that when I run my quarterly reports, it says I owe more than what I really do on paper.

 

Also, it is not calculating properly on the employee pay stub even though I have the correct percentage showing under each employee in the other taxes tab.  I am having to manually calculate the .6% (60% of 1%) on each paystub and make adjustments.

Rubielyn_J
QuickBooks Team

how do I know if OR PFML is set up correctly in quickbooks online, is there a way to check?

I understand the frustration you're facing with the 2% set up for each company and employee, leading to incorrect figures on your quarterly reports, Boardman.

 

Rest assured, I'll route you to the right support to help resolve this issue and ensure accurate tax calculations moving forward.

 

Since account reviews and tax adjustments cannot be performed in the Community, I suggest contacting our support team directly. They are well-equipped to conduct a secure evaluation of your account and determine the cause of the problem, providing the necessary fix.

 

Here's how: 

 

  1. Sign in to your QuickBooks Online company.
  2. Navigate to Help (?).
  3. Click Contact Us.
  4. Enter your concern, then choose Let's Talk.
  5. Select Start a chat or Get a callback from the next available expert.

 

Moreover, you can make use of the following references to help manage employee-paid payroll deductions and track paid family and medical leave in Oregon:

 

 

If you have other payroll concerns in QuickBooks, feel free to comment below. We're committed to providing you with exceptional support and ensuring your QuickBooks experience is efficient and reliable.

boardmanjumpstartjava
Level 1

how do I know if OR PFML is set up correctly in quickbooks online, is there a way to check?

I do not use QuickBooks online.  It is not sufficient to run my business properly and accurately.  I use the newest desktop version. 

GlinetteC
Moderator

how do I know if OR PFML is set up correctly in quickbooks online, is there a way to check?

Hi, boardmanjumpstartjava. I understand how challenging it can be when things don't go smoothly. I'm here to help you find a solution and address your concerns to get you back on track.

 

To comply with paycheck calculations, ensure you have the most up-to-date tax table in QuickBooks Desktop Payroll. The payroll tax tables provide precise and current rates and calculations for federal and supported state taxes, as well as payroll tax forms and options for e-filing and e-payment.  Here's how:

Go to Employees, then select Get Payroll Updates.

 

  • To know your tax table version:
    1. Check the number next to You are using tax table version:.
    2. To identify if it’s the correct version, see the latest payroll news and updates.
    3. To find more details on your tax table version, select Payroll Update Info.
  • To get the latest tax table:
    1. Select Download Entire Update.
    2. Select Update. An informational window appears when the download is complete.
       

If the issue persists, I recommend contacting our QuickBooks Desktop Payroll Support. They have the tools necessary to investigate and fix the problem for you.

 

  1. Go to Help, then select QuickBooks Desktop Help/Contact Us.
  2. Select Contact Us.
  3. Give a brief description of your issue, then choose Continue.
  4. Choose to chat with us or Have us call you.

 

In addition, I'm sharing an article that offers businesses the benefits of accuracy, compliance, financial analysis, and record-keeping about your business and employee: Run payroll reports.

 

I'll gladly assist you again whenever you need more help with payroll and other concerns in QuickBooks.

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