Local Taxes

I can help you with that, Jackcade1461.

To obtain the information you need to complete your state quarterly tax forms, you can pull up the Payroll Tax and Wage Summary report. I'll show you how:

1. Go to the Reports menu.
2. Under the Payroll section, choose Payroll Tax and Wage Summary.
3. Set the appropriate reporting date.
4. Click the Customize icon.
5. Select the appropriate work location and worker's comp class.
6. Click Run report.

I'm also adding these articles to help track your payroll transactions in QuickBooks Online: Run payroll reports.

Do you have any other questions in mind? Feel free to leave them below and I'll get back to you as soon as I can.

Thanks!

Will this report show both a total local tax withheld and an individual breakdown by employee?

Thank you!

Thanks!

Will this report breakdown by both total tax withheld and by each individual employee?

We're glad to have you back, Jackcade1461.

Yes, the Payroll Tax and Wage Summary report can generate the total tax withheld and the total amount by individual employee. Let me guide you how:

1. Open the report by following the steps shared by my colleague.
2. Click Customize button.
3. In the Filter section, locate the Name option. Then, include all the employees' names you want.
4. Add all the details you want to populate on the report.
5. Click Save to reflect the changes.
6. Make sure you set the reporting period correctly.

You can view the total tax withheld at the bottom part of the report.

I've gathered some articles about handling payroll reports in QuickBooks Desktop:

• Customize payroll and employee reports.
• Create, access, and modify memorized reports.

Stay in touch if you have more concerns about QuickBooks Desktop. We're always around to assist you. Stay safe and be well, Jackcade1461.

Thanks!

I also need to do this with a local taxes, is there a process for this as well?

If so, can you guide me through it?

Thanks!

Thanks for getting back to us, @Jackcade1461.

You, as the employer, are responsible to determine which taxes an employee must pay according to local and state requirements. 

Yes, you need to open these payroll reports in QuickBooks Desktop. You can use them as your reference when filling up your local tax forms for PA state. 

If you're not sure about this process, reach out to your accountant or local tax agency. This way, they can provide you with the right guidance when filing the forms.

QuickBooks Desktop provides different reports that cater to your business needs. To get more details in generating your data, check out this article: Understand Reports.

Moreover, use these resources listed below to help you determine the proper employee setup for the most common local taxes.

• Payroll tax compliance links
• Latest payroll news and updates

Don't hesitate to tag my name in the comment section below if you have other concerns or questions. I'm always ready to help.