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.
ap@concretefloor
Level 1

How do you record a federal tax payment if done outside of QB? Also how do you adjust payroll figures for an employee impacted by the payment (i.e. Fed Withholding)?

Lets say you make a payroll payment directly through IRS EFTPS, how do you record this in QB and also adjust your figure related to that payment for an employee (i.e. federal withholding)?

This EFTPS payment is specifically made to increase federal withholding for an employee.
1 Comment 1
ArielI
QuickBooks Team

How do you record a federal tax payment if done outside of QB? Also how do you adjust payroll figures for an employee impacted by the payment (i.e. Fed Withholding)?

Hello, Ap.

 

Let me provide you with some insights on how to record payments made outside of QuickBooks Online Payroll, and how to make necessary adjustments to your employees' payments.

 

QuickBooks allows you to easily record a federal tax payment, regardless of whether it was made within or outside the software, making the process of managing your finances more convenient and efficient.

 

To record tax payments that were not processed using QuickBooks Online Payroll. Here's how: 

 

  1. Go to Taxes, then Payroll Tax.
  2. Select the Payments tab.
  3. Review the payments listed and locate the tax you want to record a payment for.
  4. If the payment is listed, from the dropdown choose the option Mark as paid then select Yes, mark paid

 

If the payment is not listed, continue with the steps below:

 

  1. Go to Taxes, then Payroll Tax.
  2. Select the Payments tab.
  3. Select Record tax payments (prior tax history).
  4. Select Add Payment.
  5. Select a Tax Type, then enter the following:
  • Period Start Date and Period End Date - the period that the taxes were accrued
  • Payment Date
  • Check Number (optional)
  • Memo (optional)
  • Payment Amount

       6. Select Submit payment.

 

Additionally, I would like to suggest that you have the option to make changes to a previous payment if you need to edit prior payment, which can be really helpful in case you need to make any adjustments.

 

To ensure accurate payment adjustments for an employee, you can reach out to our reliable Payroll Support team. They will provide you with the necessary assistance to make the necessary corrections and ensure that the impacted employee's payment is processed correctly.

 

If you need assistance with running, printing, or customizing payroll reports in QuickBooks Online Payroll, you can refer to this article: Run payroll reports.

 

If you encounter any issues with recording your payments, please reach out to us immediately. We are always available to provide assistance and ensure your concerns are addressed promptly. Take care!

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