Oregon Form 132 Export

jennrobe · ‎January 09, 2020

Is there a way to export the info needed for Oregon Form 132 from QuickBooks. Although QuickBooks prepares the form the State requires the info to be entered into their online system OPRS and if we could export the Form 132 that would be a huge time savings.

Anonymous · ‎January 09, 2020

Yes,there's a way we can export the Form 132, Jenn.

Let's make sure you've downloaded the latest payroll update before pulling up the tax form. Then, here's the steps to get it:

Click on the Employees menu.
Select Employee Center.
Go to the Payroll tab.
Go to the File forms tab.
Double-click on OQ- Quarterly Tax Report and select the filing period.
Click on Next to go to the Form 132.
Click on Save as PDF.
Save the file on your computer.

Let us know if you have any payroll questions. We are here to help.

jennrobe · ‎January 09, 2020

I think I was not clear. I meant exported in Excel or CVS format.

RaymondJayO · ‎January 09, 2020

Let me clear out the confusion for you, @jennrobe.

Right now, the option to directly export Form 132 to the Oregon Payroll Reporting System (OPRS) is unavailable. The supported filing method of this form in the program is via print and mail. For more details, select Tax Forms and click View from the Form 132 (Filing) panel through this article: Oregon Payroll Tax Compliance. Then, go to the Send Methods Available in QuickBooks Desktop Payroll section. This link also covers more details about your tax forms, withholdings, unemployment, e-file and pay information, and employer registration.

Since your state requires the info to be entered into their online system, I'd first suggest saving the form as PDF by performing the steps provided by my peer GarlynGay above. Then, print the form so you can use it for your reference in manually entering the information in the OPRS.

January is one of the most essential months for every business, just like yours. I'd suggest checking out this link: Year-end Checklist. This article provides you important dates and tasks to help you complete the year-end payroll process.

Visit the Community again if you need anything else. I'm always here and ready to help. Have a good day, @jennrobe.

Debrah2 · ‎January 16, 2020

There just HAS to be a better option! How would we run a report in QB that would capture all of the requirements to import the excel file into the Oregon Payroll Reporting System? Basically, these would be the steps needed to complete.......just don't know how exactly to format a report that would give the needed information.

Run a payroll report from Quickbooks that would include all of the data needed for the 132. I understand that QB will create a 132 that can be saved as a PDF; but I need to be able to gather that same exact data into a "payroll report" that I can then export to excel. With a little massaging; I "should" be able to import that excel file directly into the Oregon Payroll Reporting System. This having to enter everything manually is crap. Especially with 65 employees who's hours and wages change each payroll.

This is their requirements for an import file "In OPRS, you can import the same file formats that you previously used in OTTER. The file types are EFW2, Fixed Width, Delimited, and Excel. "

Delimited Text (ASCII)

Click on "Browse" and select your file. The file must be in Plain Text (*.txt) format. The file name is case sensitive. If you save it in CAPS, you will receive an error message.

Column Order

This section is used to rearrange the order of your columns if they differ from the default selection. Click on a box and "drag and drop" to the desired arrangement.

Field Separator

This is the character that divides the fields in the text file. The default field separator is the comma.

Field Delimiter

This is the character that encloses the fields in the text file. The default field delimiter is the double quote. The field delimiter can be left blank which means there is no delimiter in the file.

Delimiters on Numbers

This checkbox indicates that the numeric fields (hours and wages) are also enclosed by the Field Delimiter. The default is unchecked, which means the numbers do not have delimiters.

Implicit Decimal in Wages

This checkbox indicates that no decimal point is present in the wages and the program is to assume two decimal places. This allows the wages to be stored without a decimal point. The default is unchecked, which indicates that the decimal point is present in the file.

Middle Initial

Checkbox indicates that you do not want to import the middle initial from the file. The default is unchecked, which indicates that you want to import the middle initial.

Hours Worked

This checkbox indicates that you do not want to import the hours worked from the file. The default is unchecked, which indicates that you want to import the hours worked.

Wages Paid

This checkbox indicates that you do not want to import the wages paid from the file. The default is unchecked, which indicates that you want to import the wages paid.

Delimited Text (ASCII) - Single Business Import:Form 132

Your columns must be in the following order:

SSN,Last Name,First Name,Middle Initial,Hours,Wages Paid,State Withholding

Example:

"[removed]","DOLL","BARBIE","L",12,409.28,1

"[removed]","DOLL","Ken",,26,1159.56,12

"[removed]","Toes","Twinkle",,309,3894.00,600

"[removed]","Jones","Smith",,325,4500.00,500

Emily M · ‎January 16, 2020

Thanks for getting back in touch, @Debrah2.

You can run a Payroll Detail Review report to check your employee’s tax deductions.

Here’s how:

Go to the Reports tab and select Employees & Payroll.
Choose Payroll Detail Review.
Enter the correct report date in the From and To fields.
Click the Refresh button.
Once done, pick the Customize Report button.
On the Filters tab, scroll down and find Payroll Item. Then, go to All Local from the Payroll Item drop-down.

Once done, you can verify the rate used for the deduction and review the total Statewide Transit Tax for that employee.

If you have any questions, feel free to comment below.

wlr · ‎October 10, 2020

I too need an Oregon Form 132 spreadsheet. Can QB please make a specific excel export for this purpose? I followed the prompts to fashion the report suggested, but it is NOT in the format accepted by OPRS! It would require LOTS of modification to make work and I did not try so I don't know for sure I could make it work. Why has not this been a priority already? It seem simple enough for QB to do. OPRS makes it as simple as it thinks it should by accepting an excel spreadsheet upload. Please respond to your Oregon payroll users with no more delay! Does anyone reading this do something with current QB reports that you can post?

wlr · ‎October 10, 2020

FYI, print versions of Form 132 are not accepted by Oregon. We are required to manually enter or upload an excel spreadsheet.

AlexV · ‎October 10, 2020

Good day, wlr.

I understand that you want an Excel format of Form 132.

You'll want to use the worksheet in QuickBooks Desktop for your reference in filing into the Oregon Payroll Reporting System. Also, you can visit our QuickBooks Desktop Apps to see if there are applications that can generate an Excel file of this form.

Go to the Oregon Payroll Tax Compliance page to ensure compliance with state payroll tax regulations.

I'll be here if you have more questions. Wishing you all the best!

starr81 · ‎March 17, 2021

These above steps did not work for me. Is this only for the desktop version or will it work with the online version only?

BettyJaneB · ‎March 17, 2021

Hi there, @starr81.

I'd like to ensure that we're on the same page so I can give you the right amount of information.

May I know which specific steps are you referring to? Any further details are much appreciated.

Please get back to me with more details and we'll take it from there.

I'll be keeping an eye out to your response on this. Have a lovely day!

SL303 · ‎January 06, 2023

Is there an update on this? We pay a premium for payroll service and we should be able to get the info in the format required by the state without jumping thru all these hoops. I see this convo is from 2020. Is there any update?

AileneA · ‎January 06, 2023

Hello, SL303.

The Print Quarterly Payroll Reports option has been updated to generate electronic files suitable for uploading Form 132 and Schedule B information to the Oregon Payroll Reporting System (ORPS) website. It will also now generate printed reports according to the blank paper specifications provided by Oregon.

Also, let's make sure you downloaded the latest payroll update to have most current tax table and product enhancement. You can check that by following these steps to make sure you have the correct tax table version.

Go to the Employees tab.
Select Get Payroll Updates.
You'll see the tax table version beside the Payroll Update Info button.

Here’s an article for your reference: Oregon Payroll Tax Compliance.

You can add a comment below if I can provide any assistance while working in QuickBooks. Please know that I'll be here to help.

SL303 · ‎January 07, 2023

These instructions look like they are for QB Desktop. How do I access these with QB Online?

QueenC · ‎January 07, 2023

Hello there, @SL303.

It would be my pleasure to help you export the data required for Oregon Form 132 from QuickBooks today.

To export Oregon Form 132 from QuickBooks Online, you'll need to follow these steps:

Go to Taxes and click on the Payroll tax tab.
Click on Forms, and select the State Forms tab from the dropdown menu.
Select Oregon from the list of states, then choose Form 132.
Click the Export button to download the form as a PDF file.

Remember that in order to use the payroll tax feature in QuickBooks Online, you must have a payroll subscription. For the form to be correctly generated, you"ll also need to make sure that all of the required information is entered in QuickBooks Online.

Another option is to run the Payroll Liability Balances report, and you can fill out the form outside QuickBooks then. Click on this link to know how to run this report and other payroll reports in QBO: Run payroll reports in QuickBooks Online Payroll.

Additionally, instructions on how to save a report with its current personalization settings by memorizing it can be found on this page: Memorize reports in QuickBooks Online.

Feel free to get back to me anytime if you have further questions about exporting Oregon Form 132 from QuickBooks Online. I'm always here to assist you all the way. Have a great day!

staab2062 · ‎January 13, 2023

This does not work as Oregon does not accept a PDF version for our reports.

Form 132 Specifications & Template Downloads
Excel Spreadsheet Specifications	Comma Delimited Specifications	EFW2 Specifications
Note that Excel Spreadsheet uploads: Must be composed of one file containing a sheet named EmployeeDetailReport that contains the employee data. The first row in the spreadsheet will not be read and should only contain column names.

Debrah2 · ‎January 13, 2023

I was not using a pdf. I was using the excel spreadsheet conversion to the correct type of file required. The last two columns STT wages for Oregon and STT withheld have all zeros.

staab2062 · ‎January 13, 2023

Sorry Debrah. I meant to reply to the qb solution reply... I still haven't figured out how to get a copy that will import straight to FRANCES.

JessT · ‎January 13, 2023

Hi staab2062,

I recommend contacting our QB Payroll Team, so they can do a screen-sharing session and guide you through creating a text file. They are available up to 6 PM PT today.

Go to Help, then select QuickBooks Desktop Help/Contact Us.
Select Contact Us.
Give a brief description of your issue, then select Continue.
Sign in to your Intuit account and select Continue and then Continue with my account.
We'll email you a single-use code. Enter your code and select Continue.
- If you have more than one account, select the account you want to use and then Continue.
Select to chat with us or Have us call you.

Feel free to go back to this thread if you have other questions in mind.

Laraleedavis42 · ‎April 06, 2023

i know how to get the updates - how do i get the report you reference here? Desktop

DivinaMercy_N · ‎April 06, 2023

Hello there, @Laraleedavis42. I'm here to help you run the payroll report in QuickBooks Desktop (QBDT).

To clarify, are you referring to accessing the Payroll Liability Balances report? If so, below are the steps you can follow:

Select the Reports menu and choose Employees & Payroll.
From there, click the Payroll Liability Balances report.
Once opened, set the desired filter you want by clicking the Customize Report button.

I include this helpful resource that you can use as a guide in running other payroll reports in QBDT: Excel based payroll reports.

If you have any other concerns running payroll reports in QuickBooks, please don't hesitate to leave a reply below. Have a good one and stay safe.

Laraleedavis42 · ‎April 06, 2023

Thank you, but no. The 132 form excel report formatted for upload to Oregon’s Frances online.

FritzF · ‎April 06, 2023

Thanks for getting back to us, Lara. Allow me to elaborate or clarify things so you can get back to working order.

Currently, the option to export the Employee Detail Report or Oregon Form 132 directly to Excel is unavailable. You can only save it as a Portable Document Format (PDF).

I can see the impact of having this option to your business. I highly suggest sending feedback to notify our engineers about this feature. This way, they can consider adding it in the future updates.

Here's how to submit feedback:

In QuickBooks Desktop (QBDT), go to the Help menu at the top.
Select Send Feedback Online.
Click Product Suggestion.
Choose a feedback type and product area on the QuickBooks Feedback window.
Enter your feedback, name, and email address (optional).
Once done, click on the Send Feedback button.

You can also visit this page or the What's New section on your QBDT to get updates on our latest news about product improvements.

To see the several Excel reports available in QBDT, consider checking out this article: Excel based payroll reports.

I also recommend visiting our website for more tips and other resources you can use in the future: Self-help articles.

Please post again or leave a comment in this thread if you have more questions about this or anything else. I'll be here to assist. Stay safe.

jennrobe · ‎September 21, 2023

Still wondering if this is ever going to get fixed? Oregon Employers need Form 132 to download to a CSV or Excel format to import it to Frances Online the tax reporting system for Oregon.

Mich_S · ‎September 21, 2023

Hello there, jenn. I'll share some updates about your desired feature in QuickBooks Desktop Payroll.

As of now, the option to export the Employee Detail Report or Oregon Form 132 directly to Excel is still unavailable in QBDT. You can only save it as a Portable Document Format (PDF) as a workaround.

I recognize how important this functionality is when running your business. Hence, if you haven't done so yet, I suggest submitting feedback to help our developers enhance your QuickBooks experience. Here's how:

Go to the Help menu, then hit Send Feedback Online.
Select Product Suggestion.
Enter your suggestion "Organize group inventories to show which item sells best".
Fill in all the needed information.
Once done, click on Send Feedback.

These ideas are valuable to Intuit. You can stay up-to-date with the latest news about your product by exploring Intuit's Product Updates webpage.

For future reference, here's how you can manage and track time off, vacation, and sick pay for your employees:

If you have any further questions or need additional assistance with data management or payroll, please don't hesitate to reach out. Keep safe always!

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