How to change SUI rates retroactive to 1/1/21

It's nice to see your post today, tharpsauto.

Changes made on the SUI rates in QuickBooks Online (QBO) applies on your future transactions only. 

Here's how to update SUI rate:

1. Go to the Gear icon.
2. Under Your Company, click Payroll Settings.
3. Choose State Tax.
4. Scroll down to the State Unemployment Insurance (SUI) Setup section.
5. Select Change or Add new rate.
6. Refer to your notice from your state and enter your new rate. If the rate is provided as a decimal, you must enter it as a percentage. (For example, enter 3.4% not .034).
7. Enter the Effective Date provided in the notice from your state.
8. Click OK.
   
   

If changing the rate has caused a tax over-payment, I recommend contacting your state's unemployment division to confirm the amount overpaid, and how you would like you to apply the credit. For more details, check out this article: Update your State Unemployment Insurance (SUI) rate in QuickBooks or Intuit Payroll

Once you have spoken with your state, please contact our QuickBooks Care Team. They can assist you in for assistance. Here's how you can reach us:

1. Go to the Help menu at the upper right.
2. Select Contact Us.
3. Enter your concern.
4. Click Let’s talk.
5. Choose Get a callback. 
6. Type in your contact info.
7. Select Confirm my call.

You can check out this article for our contact information. Click on the QuickBooks Online (QBO) drop-down to see the most updated support schedule: Support hours and types.

If you have further questions while managing your SUI rates, please feel free to drop a line. Have a wonderful weekend.

Hi, tharpsauto.

Hope you’re doing great. I wanted to see how everything is going about changing SUI rates retroactive

you had the other day. Was it resolved? Do you need any additional help or clarification? If you do, just let me know. I’d be happy to help you at any time.

Looking forward to your reply. Have a pleasant day ahead!

I've got the same problem. Have tried calling support, chatting with support, but can't seem to get anyone on the line.

Hello there, PaulDavidBell.

Have you tried the steps provided by my colleague Charies_M but got the same results? If yes, you'll want to use this link to chat with one of our agents: Direct chat link. They are available Mondays to Fridays from 6 AM to 6 PM Pacific Time and Saturdays from 6 AM to 3 PM Pacific Time. If no, I recommend performing the recommended steps above.

If you need tips and related articles in the future, visit our QuickBooks Community help website. 

If you have any other QuickBooks concerns, feel free to reach back out. I'll be more than happy to lend a hand. Have a great day.

I need to change rates retroactively for Texas Unemployment.. quickbooks desktop 2020...I have successfully changed rate but continue to show taxes overdue because the rate was wrong..can I delete the reports and redo with correct rate? If so..how? 

Anita Mancini

Hi there, Anita Mancini.

I'm glad to help remove the overdue taxes on your QuickBooks Desktop company file. After changing the State Unemployment Insurance (SUI) rate, you can create a liability adjustment to fix your unemployment taxes. 

No need to redo it since you've already entered the correct rate. You can proceed by creating a liability adjustment. Here's how:

1. Go to Employees, Payroll Taxes, and Liabilities, and then select Adjust Payroll Liabilities.
2. Choose the correct Effective Date and click Employee Adjustment.
3. Select the employee from the drop-down list.
4. In the Taxes and Liabilities section, choose the Item Name column and click the payroll or tax item you want to adjust from the drop-down list.
5. Fill in the amount of the adjustment in the corresponding column (negative to decrease, positive to increase).
6. You can use the Memo column to note the reason for the adjustment and then choose Accounts Affected.
7. Select Do not affect accounts or Affect liability and expense accounts.
8. Click OK to save your changes.
9. Refresh the Payroll Detail Review report to verify the accuracy of the adjustments you entered.

Once done, the data on your report should show the liability adjustments you entered and should have corrected the employee's quarter or year to date payroll data. For further details, please see this article: Entering wage base and tax adjustment to correct employee's quarter or year to date.

In case you enter an inaccurate State Unemployment (SUI) or withholding (SIT), here's an article you can use to fix it: Troubleshoot incorrect state unemployment (SUI) or withholding (SIT) on paychecks.

Keep me posted if you have additional concerns with your SUI situation. I'll be here to assist you @Bugs1989.