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wtcans
Level 1

How will the W-4 Employee's Withholding Certificate for 2020 be entered into Quickbooks?

 
44 Comments 44
Jen_D
Moderator

How will the W-4 Employee's Withholding Certificate for 2020 be entered into Quickbooks?

It's my pleasure to assist you, @wtcans,

 

QuickBooks is compliant with the IRS rules and regulations. Our Team works directly with the agency to ensure forms are updated based on the new mandates released.

 

Our developers will roll out a new payroll update when the revised W-4 form is available in QuickBooks Desktop. Make sure the software is updated to download important patches in the program.

 

To download the latest  tax table version, check that by following these steps:

 

  1. Go to the Employees tab, and select Get Payroll Updates.
  2. You'll see the tax table version beside the Payroll Update Info button. (Please see sample screenshot.)

 

If this topic additional help, notify me by clicking the Reply button below. I'll be right here to provide further assistance and insight. Have a wonderful day! All the best.

BigRedConsulting
Community Champion

How will the W-4 Employee's Withholding Certificate for 2020 be entered into Quickbooks?

@Jen_D 

The OP asked about desktop, and your answer is for online.

Also, they are asking about next year, with the new W-4.  Not the existing W-4 settings for 2019 which are different.

JDH52
Level 1

How will the W-4 Employee's Withholding Certificate for 2020 be entered into Quickbooks?

How is California payroll withholding entered in 2020

ShiellaGraceA
QuickBooks Team

How will the W-4 Employee's Withholding Certificate for 2020 be entered into Quickbooks?

Thanks for joining us here in the forum, JDH52.

 

You'll have to set up a payroll item to add the withholding. Let me walk you through the steps.

  1. Go to Employees menu at the top, then Employee Center.
  2. Go over to the employee's name, then tick the Payroll Info tab.
  3. Select the Taxes button and then State tab. Then, enter the appropriate state worked and state subject to withholding.
  4. QuickBooks will then prompt you to set up State Tax items, press Set Up.
  5. Follow the instructions for each screen until Finish.

You can read more about the state withholding set up in this article: Set up payroll items for new state taxes.

 

I've also added our page about QuickBooks Desktop 2020 What's new and improved for additional information.

 

Please know that we're always here for you whenever you have payroll questions. Have a great day!

jackieborella
Level 2

How will the W-4 Employee's Withholding Certificate for 2020 be entered into Quickbooks?

I have Desktop 2017 and have all the most current payroll updates.  There is no tab for 2020 w-4.  When will that be available.

SarahannC
Moderator

How will the W-4 Employee's Withholding Certificate for 2020 be entered into Quickbooks?

I can see that you've already updated the payroll tax table. Good job for doing that, jackieborella.

 

For now, setting up the 2020 W-4  is unavailable. I'm unable to set a specific date when it will be available.

 

The system will automatically prompt you once it would be available. We'll have to update the tax table again once the 2020 W-4 is available.

 

Still, I'll provide you the steps on how to do it. Here's how:

  1. Let's open QuickBooks.
  2. Click Update QuickBooks Desktop from the Help menu.
  3. Go to the Option section and select Yes for Automatic Update.
  4. Then, Hit Save and then, click Close.
    uodate.PNG

 

You may want to visit here for more information about getting the latest payroll tax table update.

 

Just mention me if you have other questions, I'd be glad to help you figure them out!

kstag511
Level 1

How will the W-4 Employee's Withholding Certificate for 2020 be entered into Quickbooks?

Has QuickBooks payroll been updated yet for 2020 W-4?  

Kayla H
QuickBooks Team

How will the W-4 Employee's Withholding Certificate for 2020 be entered into Quickbooks?

Hi there, @kstag511.

 

Awesome to have you in the Community. I can assist you with information on the update for the W-4, 2020 update.

 

The update was released in December. You will need to run the QuickBooks Desktop and Payroll update. Then this will be available for you. 

 

 Follow the steps below to access the W-4 2020 form:

 

  1. Go to Employees, then Employee List. Select the name of the employee. 
  2. Click Payroll InfoTaxes.
  3. On the W-4 Form drop-down, select 2020 and Later.
  4. Make sure your employee complies with the points on the Federal W-4 form popup, pick OK. 
  5. Enter the employee's W-4 information into the form.
  6. Hit OK to save.

 

Please know I'm always available here to lend a helping hand.

 

 

amanda71
Level 3

How will the W-4 Employee's Withholding Certificate for 2020 be entered into Quickbooks?

I purchased qbo and all my employees are existing. However, the only option to enter their w-4 is for the new form for 2020. My existing employees as long as they don’t make any changes ARE NOT required to fill out the new form. When will this issue be fixed?

MaryGraceS
Moderator

How will the W-4 Employee's Withholding Certificate for 2020 be entered into Quickbooks?

Hello there, @amanda71.

 

Currently, we have an on-going issue where users are unable to enter 2019 W-4 or earlier in QuickBooks Online. Rest assured that our product engineers are diligently working on a fix, and we're going to roll it out as soon as possible.

 

To ensure you'll get an update about the resolution status, I recommend contacting our Support Team. This way, they can collect your personal data to add your company and product to the list of affected users 

 

Here's how to contact them: 

  1. Click the Help icon in the upper right of the screen.
  2. Select Contact Us.
  3. Enter Support in the What can we help you with? field and choose Let's talk.
  4. From here, you can select to receive a callback at a time that's convenient for you.

Also, feel free to visit our QBO Community help website for tips and related articles in the future.

 

We appreciate your patience while we look into this. Please don't hesitate to click that Reply button if you have any other questions. Wishing you and your business continued success.

BigRedConsulting
Community Champion

How will the W-4 Employee's Withholding Certificate for 2020 be entered into Quickbooks?

@MaryGraceS 

RE: Currently, we have an on-going issue where users are unable to enter 2019 W-4 or earlier in QuickBooks Online. 

 

Wow! This means it's not possible to set up a new payroll properly.  And at just the best time of year to do it!

 

RE: Rest assured that our product engineers are diligently working on a fix, and we're going to roll it out as soon as possible.

 

This is one of your favorite things to write.  I hope it is actually the case this time.

binks
Level 2

How will the W-4 Employee's Withholding Certificate for 2020 be entered into Quickbooks?

Can anyone tell me if the 2020 W-4 can be entered in the desktop version of QB payroll.  I can only enter the 2019.  I have been on the phone with support and they keep thinking I am asking about a W-2.  I double checked my updates and they said that I was correct on the version.  

BigRedConsulting
Community Champion

How will the W-4 Employee's Withholding Certificate for 2020 be entered into Quickbooks?

Yes, it can be. You'll need to patch QB to the latest release and get your payroll updates as well.

 

 

binks
Level 2

How will the W-4 Employee's Withholding Certificate for 2020 be entered into Quickbooks?

Thanks for your reply.  I confirmed with support that I had the latest update and version and they said I was good.  I am using QuickBooks Accountants version 2018.  Which they said was fine.  We confirmed the tax table version of 22002 and payroll version of 12292129.  Any thoughts?  I just recently purchased the payroll end but have had QB forever. 

AileneA
QuickBooks Team

How will the W-4 Employee's Withholding Certificate for 2020 be entered into Quickbooks?

Hi there, @binks

 

Thank you for posting to the Community. 

 

I can help you with information on setting up the W-4, 2020. 

 

  1. Go to Employees, and then Employee List.Select the name of the employee. 
  2. Select Payroll Info, and then select Taxes
  3. On the W-4 Form drop-down, select 2020 and Later
  4. Make sure your employee complies with the points on the Federal W-4 form popup, and then select OK. 
  5. Enter the employee's W-4 information into the form
  6. Select OK to save.  

 This will give you the opportunity to set up W-4 2020 for employee. Once you update an employee's W-4 to the 2020, you'll not be able to go back to the 2019 version. 

 

Let me know how it goes. I'm here to lend a hand. Have a great day!

binks
Level 2

How will the W-4 Employee's Withholding Certificate for 2020 be entered into Quickbooks?

Thanks for the reply!  I did find those steps and but when I go to that section there is nothing to select.  I can only enter the 2019 w-4 information,  there is no drop down menu …….  

amanda71
Level 3

How will the W-4 Employee's Withholding Certificate for 2020 be entered into Quickbooks?

Has this issue been resolved???

JDH52
Level 1

How will the W-4 Employee's Withholding Certificate for 2020 be entered into Quickbooks?

yes

BettyJaneB
QuickBooks Team

How will the W-4 Employee's Withholding Certificate for 2020 be entered into Quickbooks?

Hello there, @binks and @amanda71.

 

To better isolate why the option to select the 2020 and Later when entering the W-4 details of your employee isn't available on your end, I recommend contacting our Customer Care Team. They have necessary tools like the remote-viewing session that can help determine the root cause of this issue. They can also open an investigation ticket if necessary.

 

Here's how to contact us:

  1. Go to the Help menu.
  2. Choose QuickBooks Desktop Help.
  3. Tap the Contact us button.

I got your back if you have any other questions or concerns. Just leave a reply below, and I'll get back to you. Take care!

binks
Level 2

How will the W-4 Employee's Withholding Certificate for 2020 be entered into Quickbooks?

Unfortunately no. 

ruth101
Level 1

How will the W-4 Employee's Withholding Certificate for 2020 be entered into Quickbooks?

we have this same issue - no 2020 W-4 details available on employee setup screen. when i go to the HELP memu and choose QUICKBOOKS DESKTOP HELP i do not get the screen shown above - just a list "people like you viewed these answers" but no CONTACT US button either.

why is there no information about this? i have not received a message that the W-4 details have been updated as we were promised.

 

Anna S
QuickBooks Team

How will the W-4 Employee's Withholding Certificate for 2020 be entered into Quickbooks?

Thanks for joining us here in the thread, @ruth101.

 

Like my colleagues @Jen_D, and @SarahannC mentioned above, I suggest running Desktop and Payroll updates. These updates will refresh the program and fix the Contact Us button not showing up under the Help icon. I've listed the steps below on how to check for both updates.

 

Desktop Updates:

  1. Open QuickBooks.
  2. Select the Help icon.
  3. Choose Update QuickBooks Desktop.
  4. Click the Options section and hit Yes for Automatic Updates.
  5. Press Save and then Close.

Payroll Update:

  1. Pick the Employees tab, then Get Payroll Updates.
  2. The tax table version will be listed beside the Payroll Update info button (Newest Version: 22002).
  3. Choose Update.

 

If you keep hitting a snag, I've included an article about contacting our Desktop Support team for future help.

 

Please let me know if this gets you back to business. I'll keep an eye out for your response.

Crisg1
Level 2

How will the W-4 Employee's Withholding Certificate for 2020 be entered into Quickbooks?

That did not work. Does anyone have a solution to how we enter the number of dependants now that the new W-4  does not allow you to enter a certain number? However, Quickbooks hasn't changed its software to match the new w-4 and it still has a box where you enter the number of dependants. This needs to be fixed and we need a solution in order to do payroll correctly for each person.

Crisg1
Level 2

How will the W-4 Employee's Withholding Certificate for 2020 be entered into Quickbooks?

There isnt a path from the drop-down " Employees" to employee list...

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