cancel
Showing results for 
Search instead for 
Did you mean: 
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

6 Comments
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

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
New Member

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
New Member

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!

Need to get in touch?

Contact us
Sign in for the best experience
Ask questions, get answers, and join our large community of QuickBooks users.
Sign In / Sign Up