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MichelleMM1
Level 3

Payroll Summary Report by Class in QuickBooks Desktop Pro

Hello everyone,

I am running my payroll summary by class so that when I make a federal deposit I can properly allocate the payment to the correct class.  When I run the summary there is no Federal Withholding on the report including no other employee taxes withheld.  I have the filters set to include all accounts, all payroll items, all classes and all employees.  I am running QuickBooks Desktop Pro 2020.  I am including a snip of the report with the accounts that show.  I am not sure if this is important but I run the report weekly for federal deposits.  Thanks!  Michelle

 

Solved
Best answer February 23, 2021

Best Answers
john-pero
Community Champion

Payroll Summary Report by Class in QuickBooks Desktop Pro

Two things.

 

When you run payroll, and have assigned time by class, the employer taxes are already allocated to the appropriate class when the liability is created at the time of payroll. This is what you see when you run the report. When you pay the gummint you are merely paying down a short term liability and if you were to break down the payment itself additionally by class you will double post by class.

 

The other thing, when you run payroll and assign any hours by class you are assigning GROSS WAGE, which includes ALL employee withholdings and no further action is required.

 

The end result is whatever you are doing in running those reports AND adjusting the recording of the payments is unnecessary and may even be detrimental to your books - take that recovered timeslot each week and have an extra cup of coffee

View solution in original post

19 Comments 19
john-pero
Community Champion

Payroll Summary Report by Class in QuickBooks Desktop Pro

Two things.

 

When you run payroll, and have assigned time by class, the employer taxes are already allocated to the appropriate class when the liability is created at the time of payroll. This is what you see when you run the report. When you pay the gummint you are merely paying down a short term liability and if you were to break down the payment itself additionally by class you will double post by class.

 

The other thing, when you run payroll and assign any hours by class you are assigning GROSS WAGE, which includes ALL employee withholdings and no further action is required.

 

The end result is whatever you are doing in running those reports AND adjusting the recording of the payments is unnecessary and may even be detrimental to your books - take that recovered timeslot each week and have an extra cup of coffee

Candice C
QuickBooks Team

Payroll Summary Report by Class in QuickBooks Desktop Pro

Good morning, @MichelleMM1

 

It's great to see you back in the Community. Let's work together to get this problem handled with your Payroll Summary report. 

 

Federal Withholding is included in the report and should show properly. With that being said, let's try a few basic troubleshooting steps to help eliminate any glitches that may be occurring in the system. Using our Verify and Rebuild Data tool will allow this information to appear in the report again. Don't worry. It only takes a few easy steps. Here's how: 

 

Verify Data

 

  1. Choose the Window menu and hit the Close all option. 
  2. Go to the File menu. 
  3. Hover over Utilities
  4. Pick Verify Data

 

Rebuild Data

 

  1. Go through steps 2-4. However, select Rebuild Data instead. 
  2. Press OK when prompted to backup your company file. 
  3. After the backup is finished, the Rebuild Data Utility will start. 
  4. Hit OK when you see this message: "Rebuild has completed."

 

That's all there is to it. 

 

Using this tool should do the trick to show you the Federal Withholding on your Payroll Summary report. If you have any trouble along the way, just let me know. I want to make sure that you're back on track. Have a great day!

MichelleMM1
Level 3

Payroll Summary Report by Class in QuickBooks Desktop Pro

Fantastic, I had a feeling I was overthinking the process!  Your explanation brings it into perspective.  Enjoying my extra cup of coffee right now!  Thank you for the help John.

michellecco
Level 2

Payroll Summary Report by Class in QuickBooks Desktop Pro

Thanks for posting this. I had the exact same problem. My payroll summary by class works for any date except this pay period. When I use 5/7/21 as the payroll date, the employee withholding taxes do not show up so it looks like everyone's net pay = gross pay. While I do not necessarily NEED the info reported, I would prefer the reports be accurate. Any other suggestions?

michellecco
Level 2

Payroll Summary Report by Class in QuickBooks Desktop Pro

Thanks for posting this. I had the exact same problem with QB desktop 2020. Payroll summaries by class show all employee withholding taxes for any date except the current payroll 5/7/21. While I do not NEED the info to class out expenses, I would like the reports to be correct, rather than showing the gross pay and net pay the same. I ran the verfiy & rebuild and same problem exists. Any other suggestions?

 

RenjolynC
QuickBooks Team

Payroll Summary Report by Class in QuickBooks Desktop Pro

Thanks for sharing your concern on this thread, michellecco.

 

I'd like to share another solution.

 

The date in the Payroll Summary report are by paycheck dates only and not by pay period dates. Before getting all the data, please make sure to update your QuickBooks Desktop to the latest release as well as the Payroll Tax Table.

 

Then, let's run the report for the entire calendar year and make sure that All employees are applied on the filter. 

 

Here's how:

 

  1. Go to Reports > Employees & Payroll > Payroll Summary.
  2. From the Dates drop-down menu, select This Calendar Year.
  3. Click the Customize Report button and select the Filters tab.
  4. Type Name in the search field, and choose All Employees from the Name drop-down list.
  5. Hit OK.

Here's a sample screenshot for a visual reference:

 

 

To learn more about the payroll reports and how to customize it, you can read these articles: 

 

Please fill me in if you have any additional questions or other concerns with your QuickBooks account. I'll be around to answer them. Have a great day!

michellecco
Level 2

Payroll Summary Report by Class in QuickBooks Desktop Pro

Hi and thank you. Unfortunately, it still does not work. I received error code 179 on my rebuild. Ran file doctor and still my report looks like the attached.

michellecco
Level 2

Payroll Summary Report by Class in QuickBooks Desktop Pro

Hi,

 

I have this same problem. I tried rebuilding my file and running file doctor. I need to get reimbursed by each company and these reports aren't showing accurate data. See attached screenshot.

MadelynC
Moderator

Payroll Summary Report by Class in QuickBooks Desktop Pro

I’m here to make sure you’ll get reimbursed by each company and able to run reports with correct data, Michellecco.

 

Since the resolution provided above didn't work, I recommend contacting our payroll support. One of our experts can pull up your account to review your data and suggest more solutions. Also, they can ensure your payroll reports generate accurate information. 

 

You can follow the outlined steps below to contact us:

 

  1. Open QuickBooks.
  2. Go to the Help menu, then select QuickBooks Desktop Help.
  3. Select Contact Us.
  4. Enter your concern, then select Continue.
  5. Choose a way to connect with us:
    • Start messaging
    • Get a callback


Once resolved, you can visit this reference if you want the same report settings for future use: Create, access and modify memorized reports in QuickBooks. It helps you access the information quickly without going through the customization process again.


Please don't hesitate to add a comment here if you have any additional questions or concerns about reports. We’ll be here to help. Keep safe!

michellecco
Level 2

Payroll Summary Report by Class in QuickBooks Desktop Pro

Thank you but I do not have luck with anyone who works for Intuit returning my call. I am not new to QB. The report is memorized and works fine through as saved (with a date of June 15, 2020). Beginning a few months ago, when I runt he memorized report and update to the current payroll date, the rest of the data disappears.

 

If anyone has seen this before, please advise. Note the attachment - no employee deductions itemized, the gross pay is labelled Net Pay. Thanks!

lakestaxes
Level 2

Payroll Summary Report by Class in QuickBooks Desktop Pro

Did you ever find anything out about this? The "solved" answer doesnt even sound like an answer, just gibberish. And as usual, any answer that comes from QB seems like they are on another planet. Most of the time a customer's response could be, "do you even understand the question"?

MichelleMM1
Level 3

Payroll Summary Report by Class in QuickBooks Desktop Pro

Hello lakestaxes,

John-pero answered my question completely.  It was quite simple, in that I did not need to class my federal tax deposits.  Rather, they are classed accordingly when I run payroll.  Are you referring to the other posts in the string, maybe michellecco? 

Thanks, Michelle

lakestaxes
Level 2

Payroll Summary Report by Class in QuickBooks Desktop Pro

Probably referring to a different post. I'm wondering about the report. Report dated 1/17/22 payroll by class shows the taxes being taken out and then net pay like normal. If I'm in the same report and just change the date to 1/31/22 is shows no taxes being taken out and the net pay is the same as the gross pay. Only change was an update.

michellecco
Level 2

Payroll Summary Report by Class in QuickBooks Desktop Pro

Hi lakestaxes, you are correct. My post is about the report. I understand that QB payroll classes out the taxes appropriately, but when I am sending each entity their report showing what is due. the report is incorrect. It shows the gross pay line items, gross summary listed as net, no deductions, then the employer taxes. I run an LLC that is in existence only as  common paymaster for other entities, so really would like this report to be correct for reimbursement purposes from each entity I am doing payroll for.

 

Are you having the same problem or have you found any solution?

TirzahC
Level 7

Payroll Summary Report by Class in QuickBooks Desktop Pro

I'll help you take out the taxes, lakestaxes and michellecco.

 

First, let's start with making sure your QuickBooks is in the latest version and your Payroll Tax Table is up-to-date. Then, you'll need to review the employee's tax setup since this is how QuickBooks determines the calculation.

 

After you've run payroll updates, it's time to revert your employee's paycheck. By reverting the paycheck, this will refresh your payroll information to calculate the taxes on the transaction. I've included some steps to revert paychecks below. 

  1. Open your employee's Payroll Information.
  2. Right-click the name of your employee (highlighted in yellow). 
  3. Click on Revert Paycheck.

For additional reference about this process, please check out this article: How to save or revert pending paychecks.

 

To learn more about how QuickBooks calculates taxes and understand the tax amounts reported on your paycheck or the year-to-date (YTD) payroll report, you can refer to this help article: How QuickBooks calculates payroll taxes

 

Feel free to take a look at the articles I've included for further details and additional troubleshooting steps.:

I'm just around in the Community if you need more help with managing your payroll taxes or other QuickBooks-related concerns. I'd be glad to help you some more. Take care and stay safe.

michellecco
Level 2

Payroll Summary Report by Class in QuickBooks Desktop Pro

While this is all very nice information, it is NOT AT ALL what is wrong. The paychecks are withholding taxes. The PAYROLL SUMMARY REPORTS are not SHOWING those taxes if sorted by employee or class. Only if total payroll summary. Again, there is a bug causing my REPORT to print incorrectly.

Gerard6689
Level 1

Payroll Summary Report by Class in QuickBooks Desktop Pro

Agree with michellecco -- payroll summary report does not show each withholding tax when report filtered by CLASS.   Only gross pay and employer contribution is shown

Archie_B
QuickBooks Team

Payroll Summary Report by Class in QuickBooks Desktop Pro

I appreciate the details you provided to us, michellecco.

 

I just tried this report in my QuickBooks and payroll data seems to flow correctly. The payroll taxes deducted in each employee's paycheck should show regardless if you change the option to Show Columns by Total, Employee, or even Class.

 

We can isolate this issue by performing troubleshooting steps to see and fix any possible data damage. To do this, we'll use the Verify and Rebuild tools.

 

To run the Verify Utility:

 

  1. Go to File menu, then Utilities.
  2. Choose Verify Data.
  3. Select OK when you see the message QuickBooks detected no problem with your data. You may continue using your company file.
  4. If Verify finds an issue with your data, you will be prompted to Rebuild Now or View Errors.

 

You may also run the Rebuild Utility like this:

 

  1. From the File menu.
  2. Go to Utilities menu, choose Rebuild Data.
  3. You'll be prompted to back up your company file. Select OK.
  4. Select OK when you get the message Rebuild has completed.

 

Once done, run the verify utility tool again to check if there are still errors. If it does, you may run the rebuild again. It's common for a rebuild to be ran two or three times, as long as your error messages are changing without looping, it's working. 

 

I've added this link as your reference in fixing possible data issues in QuickBooks Desktop.

 

After this, you can check the payroll summary report if the taxes are now showing. You may also try personalizing your own reports and use this article as your guide: Customize reports in QuickBooks Desktop.

 

Let me know how this goes by leaving a comment below. I'll be around if you need me. Have a good one.

Cindy Brock
Level 1

Payroll Summary Report by Class in QuickBooks Desktop Pro

I found the best report for payroll by class is under the report tab click on employees and in the pop up box click More payroll reports in Excel then click on Payroll by Department/Class.  This report has a payroll by transaction class that will give you the info you need.

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