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Need advise from an Illinois employer using Quickbooks. How do I set up for Illinois Secure Choice in payroll items?

 
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Best answer December 04, 2019

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QuickBooks Team

Need advise from an Illinois employer using Quickbooks. How do I set up for Illinois Secure Choice in payroll items?

Hello there, @deb36.

 

You can set up Miscellaneous deduction as a payroll item for Illinois Secure Choice. Let me guide you how.
 
  1. Go to Lists, then select the Payroll Item List.
  2. Click the Payroll Item button, then select New.
  3. Select EZ Setup and Next.
  4. Select Other Deductions and Next.
  5. Select Miscellaneous deduction under Deductions.
  6. Click Next till finished.

For more reference, you can read this article: State retirement savings plan.

 

Also, I'd like to share this an article that provides complete information about Illinois state payroll tax regulations: Illinois Payroll Tax Compliance.

 

Please drop your comment below if you have any other concerns. Have a nice day!

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Highlighted
QuickBooks Team

Need advise from an Illinois employer using Quickbooks. How do I set up for Illinois Secure Choice in payroll items?

Hello there, @deb36.

 

You can set up Miscellaneous deduction as a payroll item for Illinois Secure Choice. Let me guide you how.
 
  1. Go to Lists, then select the Payroll Item List.
  2. Click the Payroll Item button, then select New.
  3. Select EZ Setup and Next.
  4. Select Other Deductions and Next.
  5. Select Miscellaneous deduction under Deductions.
  6. Click Next till finished.

For more reference, you can read this article: State retirement savings plan.

 

Also, I'd like to share this an article that provides complete information about Illinois state payroll tax regulations: Illinois Payroll Tax Compliance.

 

Please drop your comment below if you have any other concerns. Have a nice day!

View solution in original post

Highlighted
Level 1

Need advise from an Illinois employer using Quickbooks. How do I set up for Illinois Secure Choice in payroll items?

This deduction needs to happen before federal and state taxes, correct?  

Highlighted
QuickBooks Team

Need advise from an Illinois employer using Quickbooks. How do I set up for Illinois Secure Choice in payroll items?

Good Evening, @AHS2

 

Thank you for joining this thread. I'm happy to help with determining if the deduction needs to happen before the Federal and State taxes. 

 

Yes, you are correct the deduction happens before the Federal and State taxes.

 

The Federal and State calculations are determined by deduction items included on each paycheck.

 

I'm going to also attach a link below with some further information about the calculations work as well. 

 

QuickBooks Payroll Tax Calculations

 

If you have any more questions, I'm always a comment away. Have a great rest of your day!

 

 

 

 

 

Highlighted
Level 1

Need advise from an Illinois employer using Quickbooks. How do I set up for Illinois Secure Choice in payroll items?

Thank you!

Highlighted
Level 1

Need advise from an Illinois employer using Quickbooks. How do I set up for Illinois Secure Choice in payroll items?

Wouldn't you set this up as a retirement benefit...not just "other?"

Highlighted
QuickBooks Team

Need advise from an Illinois employer using Quickbooks. How do I set up for Illinois Secure Choice in payroll items?

Hi there, @AHS2

 

Thank you for reaching back to the Community. 

 

The set up is depend on how you select the type of payroll item you want to create. There are different options to choose to set up. 

 

For additional reference, you can read this article: State retirement savings plan

 

Also, You can visit this article for more information about Illinois state payroll tax regulations: Illinois Payroll Tax Compliance

 

Get back to me if you have follow up questions. I'm always here to help. Have a great day!

Highlighted
Level 1

Need advise from an Illinois employer using Quickbooks. How do I set up for Illinois Secure Choice in payroll items?

I followed the instructions sent to me by illinois secure choice located at this link:

https://quickbooks.intuit.com/learn-support/en-us/other-payroll-additions-or-deductions/state-retirement-savings-plan-savers-program/00/370520#details_without_placeholder_tagscollapse0

 

When finished, the only report added was for Oregon.  Did i do something wrong?  I used the correct name for Illinois: ILLSAV

Highlighted
QuickBooks Team

Need advise from an Illinois employer using Quickbooks. How do I set up for Illinois Secure Choice in payroll items?

Hi there, @WhobeItalian.

 

I suggest going through the steps provided by Illinois Secure Choice again to make sure you added the correct code to the deduction description field. If you followed the steps correctly, the report for Illinois would generate. However, if the report for Oregon keeps generating, I suggest checking to see if you've 25 employees or more with this deduction added to their checks. This will ensure you're qualified for the Secure Choice Retirement savings. You can also check out the FAQ page for more information.

 

Feel free to comment below if you have any other questions or concerns. I'm always here to help.

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