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?  

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!

Thank you!

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

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!

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

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.

I need advise for setting up Illinois Secure Choice in payroll items.  Has anyone used the "Custom Setup" and, if so, could you provide detailed instructions?  Thank you.

Are you sure it is a before tax deduction?  The following is from the QBO website for "set up state-mandated retirement plan".  

Name of plan: Illinois Secure Choice

What is it?

• Basic Roth IRA
• Contributions to a Roth IRA are made with after-tax money and grow tax-free
• Qualified withdrawals are also tax-free