Philadelphia city wage payroll taxes, and frequency

Yes, there's an option to automate Philadelphia city wage tax filings if you've set QuickBooks as your preference in paying your taxes and filing your forms, @mtic. Let me provide further information and guide you through the process of changing your preference.

Once Auto-Pay/File is activated, it'll automatically handle tax payments starting from the first day of the following month. However, any tax liabilities incurred before activation must be manually processed, as the Tax Filing System will only manage future payments.

To change your taxes and form preference, follow the steps below:

1. Go to Settings, then select Payroll Settings.
2. From the Taxes and Forms section, select Edit.
3. Choose the option Automate taxes and forms for QuickBooks to automatically pay your taxes and file your forms.
4. Select Save, then Done. 

For more detailed information and Step 2, check this article: Set up QuickBooks Payroll to pay and file your payroll taxes and forms.

For your second inquiry, QBO can adjust your Philadelphia city wages into a quarterly lump sum payment. To do this, you need to update your tax payment frequency to Quarterly. Here's the process:

1. Click on the Gear Icon or Settings and navigate to Payroll Settings.
2. Select your Philadelphia tax and adjust the frequency to Quarterly for tax payments.
3. After making the changes, click Save.

Additionally, please note that tax liabilities are calculated based on each paycheck date. If it's not paid, these liabilities will accumulate accurately, allowing you to remit the total amount quarterly as required.

You can also check this article to learn how to access your state agency websites.

Moreover, I recommend exploring this article for an in-depth insight into your business finances, employee information, and other payroll data: Run Payroll Reports. 

Furthermore, consider exploring QuickBooks Payroll if you're looking to enhance your payroll processing capabilities. Features like time-tracking and expedited direct deposits can significantly benefit your business.

I want you to know that I'm here to further assist you with any questions you have about your wage tax filing in QuickBooks. Just utilize the comment section for a quick reply.

Hi @Clark_B 

Thank you for the detailed response. I followed the steps and confirmed that I already have Automate taxes and forms box checked. It is filing federal and state taxes perfectly, it is just Philadelphia city taxes that it is saying needs to be done manually.

To ensure I have it correctly set up:

In the same menu (Settings > Payroll Settings > "Pennsylvania tax info") there is State tax with my Employer Account ID and then below that a section called Local tax, with "Pennsylvania Local Tax Agency" where my "Local EIN" I put in the Philadelphia wage account # in it. Hopefully that sounds correct.

Thank you.

Thank you for the detailed update, mtic. It’s great to hear that you followed the steps provided by my colleague and confirmed that the Automate taxes and forms option is enabled. I'm here to help you verify your setup and ensure everything is configured correctly.

Yes, your setup in QuickBooks Online(QBO) for Pennsylvania tax information is correct. Having your Employer Account ID in the State tax section and using your Philadelphia wage account number as the Local EIN in the Local tax section is right on track for reporting both state and local taxes. 

You can also refer to this article for more detailed information: Set up QuickBooks Online Payroll to pay and file your payroll taxes and forms.

Additionally, you can check out this article on how to run payroll reports, which provides information on accessing and customizing various payroll reports, including details about employee info, wages, taxes, and deductions in QBO: Run Payroll Reports.

If you have any more questions about managing your payroll in QuickBooks Online (QBO), feel free to drop a reply below. The QuickBooks team is ready to provide support and address any concerns you might have. We're here to help you succeed!

Thanks Jayson,

I just have the original problem still, since my settings already have automated filing: how do I get Philadelphia city wage taxes automatically paid and filed by QBO?

I'll ensure you get this problem with Philadelphia City wage taxes by routing you in the right direction for support, @mtic.

Since the issue persists that QuickBooks Online (QBO) is still unable to automate those federal states except Philadelphia, I suggest contacting our Payroll Support Team for the most accurate information regarding the automation of Philadelphia City wage taxes in QBO.

Here are the steps to connect with us:

1. Sign in to your QBO account.
2. Go to the (?) Help tab.
3. Select the Assistant tab to get help from the QB Assistant, or Click the Search tab to enter your question and find Help articles.

Ensure to reach out to them during their available hours when contacting our support so they can address your concerns promptly.

For future reference, we also have a variety of reports you can pull up in QuickBooks Online Payroll in case you need help checking up on your employee's data and other payroll-related concerns: Run payroll reports.

If you have other concerns besides 1099, keep us posted. The Community team will be here to help you once more.

Hi Carniel,

I used help to get on a chat with a support person who looked over the account with screen share for an hour and we went through the settings and stuff. They went back and escalated because they saw the same issue, federal and state filing correctly but Philadelphia requiring manual payment.

After the hour, they said that it's because I have Payroll Core and not Payroll Premium and that I would need to upgrade to file and pay automatically with local Philadelphia City Tax... is that correct?

I went and check the plan comparisons (see image attached) which I checked carefully before buying payroll. It shows auto file and pay included on all plans, and for all 50 states. Also, if this was the case why did it take an hour to find out? Can someone help verify that Premium is needed before Philadelphia city taxes can be automated? I don't want to shell out extra $ just to find out it's still a system bug.

Hello there, @mtic.

I appreciate your efforts for sharing your observations with us. We genuinely value your input as it plays a crucial role in our ongoing efforts to enhance our services and user experience. Please be assured that your observations are taken seriously and are being thoughtfully considered by our team as we explore opportunities for future improvements. We're here to make sure your concerns are addressed and that your experience with us continues to improve.

Along with this, let me give you some insights as I have the necessary details to help you clarify your inquiries whether you really need to upgrade your payroll subscription in order for you to update your Philadelphia local tax city automatically in your account. 

Yes, you're correct in your understanding that an upgrade from QuickBooks Online Payroll Core to Payroll Premium is necessary in order to automate local tax filings. For payroll taxes, QuickBooks Online Payroll Core plan provides automatic support for federal and state tax filings, but to enjoy similar convenience for local taxes, upgrading to either the Premium or Elite subscriptions is required.

On the other hand, if you still prefer to maintain your current Payroll Core subscription, you can still manage your Philadelphia local taxes, though this process will be done manually. 

For further information, you can read this article to know more about the payroll forms and taxes that QuickBooks Online Payroll offers: Understand the taxes and forms that QuickBooks payroll submits for you.

Furthermore, feel free to utilize this article to view an elaborated information on how to modify, run, and print payroll reports about your business and employees: Run payroll reports.

We strive to make sure you feel confident and supported with our product. If you have any questions or need help with filing local taxes in QBO, you can always go back and Reply on this thread. We’re here to assist you at every step.