I set up my payroll liabilities to show up in the Payroll Liabilities window and I do not like it. How do I change it back?
You've come to the right place, dckemp-92.
We have just the steps that'll help revert the setup of your payroll liabilities. Let me walk you through the process:
To manage payroll liabilities in QuickBooks Desktop
All of this information and more is available in our guide on how to set your tax deposit due dates.
That should do it. With these resources, I'm confident that you'll be all set with your Payroll Liabilities.
Keep in touch with me here if there's anything else you need. I always got your back. Thanks for reaching out, wishing you and your business the best.
For steps 5.5 and 8.5: To not see them listed, you want to Edit them and use the selection "I don't Need a schedule for this." That's the specific "Unschedule this" selection.
And that means you intend to use Create Custom Liability Payments, and you understand how to select the right entries for each liability Period. Because this is a Helper function that keeps you on track.
The steps below will guide you on how to find the “I don’t need a schedule for this” option.
Please visit us again anytime you need further assistance.
Is this option available for the actual payroll taxes (federal and state) too?
I do not want them to show in the window anymore. I pay it a different way.
You don't get to "pay it a different way." Not wanting to show it, means you intend to use Create Custom Liability Payments.
Never pay "another way" if you are using QB Payroll, from the perspective of the Bookkeeping. Example:
I can pay by logging into EFTPS. In QB, I need to do my bookkeeping by using Pay Liabilities, by showing it is a paperless Liability check, and I select the Payroll items I paid for the amount I owed for the date I paid, and I put "EFTPS" for the check #, as the bookkeeping entry that reflects how and what I did in real life.
Removing these from that view doesn't make them Go Away. And paying them any other way, such as Write Check or Enter Bill or Credit Card Charge, means you just made a real mess in your payroll data.
We thought you simply did not want to see them, because you understand how and when to make the payment entries using the tool Create Custom Liability Payment.
If you literally mean, "I never use this at all" then that is a real problem you need to address.
I understand how to us the "Create Custom Payments" options. It's just a personal preference to not have it show in the window. I've always used the "Create Custom Payments". The setting was changed and they now appear in the Liabilities window. I do not like that and want the setting changed back to before.
Thanks for the clarification.
When you create a custom payment, it shouldn't be seen in the Liability window. You might want to check the pay period of this payment to see if you've selected the correct one. That's the reason why you're still seeing the tax amount in that window. Then, go ahead and review the Liability window again.
Let us know if you have any questions. We'll be right here to help.
Seeing them or not seeing them, has nothing to do with the Create Custom Liability Payment function. These are Not Linked. This means the Liability item is Still Scheduled: "You might want to check the pay period of this payment to see if you've selected the correct one."
Once they are no longer scheduled, there is nothing that will reveal if something got overlooked or paid using the wrong Custom Dates in the Period field.
Seeing them at all is from having them Scheduled. For instance, most people will Schedule FUTA for Monthly or Quarterly, but under the Paperwork Reduction Act, you don't actually need to send it in until it reaches $500 or at least at year end. You only accrue a max of $42 per employee, annually, so a small employer might set their FUTA liability on a Schedule of Annually, or they leave it Quarterly for visibility. It's a Helper tool, as part of the Payroll Center. It's not a requirement to use it.
Payroll Center didn't used to have that section at all; the part for showing and tracking e-pay and e-filings is what helped develop the entire function that includes the Helper function of keeping you on track with Payroll Schedules and Schedule Liabilities.
Instead of Payroll Schedules, you use Paycheck Frequency.
Instead of Scheduled Liabilities, you use Create Custom Liability Payments.