New employee maxed Social Security taxes at previous employer, how to handle in QBO?

SB Gravity · ‎September 17, 2020

Entering a new employee who had reached max contribution for Social Security prior to joining (previous employer). How do I enter this employee on payroll in QBO so SS tax is no longer withheld for remaining of this year?

RCV · ‎September 17, 2020

Thanks for coming back. Let me clear some things for you, SB Gravity.

I appreciate you for performing the troubleshooting steps provided by my colleague and provided us a screenshot. To clarify, did you already run payroll for other employees?. If so, the option to enter prior payroll will be unavailable in QuickBooks Online (QBO).

In this case, it would be best to contact our Payroll Support Team. They'll pull up your account in a secure environment and they have the tools to help you enter prior payroll for your employees in your account. Here's how to contact them:

Go to the Help icon on the top right.
Enter your concern in the search field.
Choose Talk to a human.
Click the OK. To get you to the right human, in a few words, tell me what you need help with option and tap I still need a human.
Press Contact us.
Tick Continue.
Choose Message an agent or Get a callback.

You can check out this article for your reference on the different types of support we offer at Intuit and its availability: Support hours and types.

Visit our QBO Payroll Help Articles page for more insights about managing your payroll.

This will take you in the right direction today. You can always count on me if you need a hand with running payroll reports or any QBO related. Assistance is just one post away. Take care always.

View solution in original post

Jovychris_A · ‎September 17, 2020

Thanks for posting to the Community, @SB Gravity.

You'll need to add the YTD total deduction to the employee by setting up a prior payroll. It will show in QuickBooks that the employee has already reached the Social Security tax cap.

For the detailed steps, you can refer to this video article: Set up a prior payroll for QuickBooks Online Payroll.

Here's how to add your employee to payroll:

Go to the Payroll menu and then select Employees.
Choose Add an employee.
Enter the employee's info, and select Done.

In case you need to edit your current payroll bank account, you can check this article: Change your payroll bank account.

Feel free to place a comment below if you have more questions. I'll keep my notifications. Take care!

SB Gravity · ‎September 17, 2020

Thank you for the fast reply! I get the concept ok, and I watched the video, but my payroll menu options look nothing like what the video shows. For instance, in the attached pic, I don't see 'PRIOR PAYROLL', and 'Tell us about...' looks nothing like this. So I'm still befuddled on what to do. I have Core btw.

thanks!

RCV · ‎September 17, 2020

Thanks for coming back. Let me clear some things for you, SB Gravity.

I appreciate you for performing the troubleshooting steps provided by my colleague and provided us a screenshot. To clarify, did you already run payroll for other employees?. If so, the option to enter prior payroll will be unavailable in QuickBooks Online (QBO).

In this case, it would be best to contact our Payroll Support Team. They'll pull up your account in a secure environment and they have the tools to help you enter prior payroll for your employees in your account. Here's how to contact them:

Go to the Help icon on the top right.
Enter your concern in the search field.
Choose Talk to a human.
Click the OK. To get you to the right human, in a few words, tell me what you need help with option and tap I still need a human.
Press Contact us.
Tick Continue.
Choose Message an agent or Get a callback.

You can check out this article for your reference on the different types of support we offer at Intuit and its availability: Support hours and types.

Visit our QBO Payroll Help Articles page for more insights about managing your payroll.

This will take you in the right direction today. You can always count on me if you need a hand with running payroll reports or any QBO related. Assistance is just one post away. Take care always.

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New employee maxed Social Security taxes at previous employer, how to handle in QBO?