Turn on suggestions
Auto-suggest helps you quickly narrow down your search results by suggesting possible matches as you type.
Showing results for
posted
Best answer a month ago
Solved
Best Answers
We will help you settle this overpayment to ensure your payroll tax liabilities in QuickBooks Desktop Payroll are up-to-date and accurate, SoozeB.
Since you have made tax payments outside of QuickBooks, we can record a prior payment in the Payroll setup window.
Here's how:
1. From the Help menu, choose About QuickBooks.
2. Press Ctrl + Shift + Y to open the Setup YTD Amounts window Then, click the Next button.
3. Select the Create Payment in the Enter Prior Payments window to enter payroll liability payments you have made.
4. Enter the Payment Date and For Period Ending date accordingly.
5. Choose the payroll tax item in the Taxes and Liabilities field that you want to record in QuickBooks Desktop and the amount.
6. Select the Affect Liability and Bank Accounts bullet and Done. This option will cause the prior payment to show up in the bank register.
7. To complete them choose the Next Payment and press the Finish button.
Please take note that this process will cause overpayment on your state tax and forms. What we can do, is apply to the next payroll liabilities period to offset the overpayment.
I'll be adding this page for the complete steps to record a prior payment in QuickBooks Desktop: Enter historical tax payments in Desktop payroll.
On the other hand, if you need to get a refund, you'll need to contact your state agency to request a refund. Once you've received them, create a check to record the payment made outside QuickBooks. Here are the steps to follow: Create a check in QuickBooks Desktop.
After that, we can record the refund through a bank deposit. See this page for your guide: Record and make bank deposits in QuickBooks Desktop.
Furthermore, I suggest contacting your accountant for assistance with the affected accounts to ensure your financial records are accurate and up-to-date.
Aside from that, QuickBooks Desktop (QBDT) offers a convenient way to manage your payroll liabilities. You can easily choose the liabilities you wish to pay to help the software automatically generate the necessary checks. For more in-depth guidance, we encourage you to check out this article: Pay or adjust payroll liabilities in QuickBooks Desktop.
We're here to support you every step of the way in resolving your payroll tax overpayment issue using QuickBooks Desktop Payroll. Should you have any further questions or need additional help, don't hesitate to reach out.
We will help you settle this overpayment to ensure your payroll tax liabilities in QuickBooks Desktop Payroll are up-to-date and accurate, SoozeB.
Since you have made tax payments outside of QuickBooks, we can record a prior payment in the Payroll setup window.
Here's how:
1. From the Help menu, choose About QuickBooks.
2. Press Ctrl + Shift + Y to open the Setup YTD Amounts window Then, click the Next button.
3. Select the Create Payment in the Enter Prior Payments window to enter payroll liability payments you have made.
4. Enter the Payment Date and For Period Ending date accordingly.
5. Choose the payroll tax item in the Taxes and Liabilities field that you want to record in QuickBooks Desktop and the amount.
6. Select the Affect Liability and Bank Accounts bullet and Done. This option will cause the prior payment to show up in the bank register.
7. To complete them choose the Next Payment and press the Finish button.
Please take note that this process will cause overpayment on your state tax and forms. What we can do, is apply to the next payroll liabilities period to offset the overpayment.
I'll be adding this page for the complete steps to record a prior payment in QuickBooks Desktop: Enter historical tax payments in Desktop payroll.
On the other hand, if you need to get a refund, you'll need to contact your state agency to request a refund. Once you've received them, create a check to record the payment made outside QuickBooks. Here are the steps to follow: Create a check in QuickBooks Desktop.
After that, we can record the refund through a bank deposit. See this page for your guide: Record and make bank deposits in QuickBooks Desktop.
Furthermore, I suggest contacting your accountant for assistance with the affected accounts to ensure your financial records are accurate and up-to-date.
Aside from that, QuickBooks Desktop (QBDT) offers a convenient way to manage your payroll liabilities. You can easily choose the liabilities you wish to pay to help the software automatically generate the necessary checks. For more in-depth guidance, we encourage you to check out this article: Pay or adjust payroll liabilities in QuickBooks Desktop.
We're here to support you every step of the way in resolving your payroll tax overpayment issue using QuickBooks Desktop Payroll. Should you have any further questions or need additional help, don't hesitate to reach out.
