cancel
Showing results for 
Search instead for 
Did you mean: 
Judsonmillar
Level 1

I am a seasonal employer in PA, I ran payroll in July + August and one of our employees did not have PA taxes withheld.

I run a summer camp for teens in PA.  We had a seasonal employee from Alabama who received 2 paychecks in July + August and no PA taxes were withheld.  I think in QB when I entered her payroll /  taxes info I forgot to enter state withholding.  I just caught my mistake today when issuing W2's.  I think I need to amend her paychecks to include the PA withholding and also amend Q3 PA UC-2 and her W2.  How do I do this?  Thanks in advance for the help!

Solved
Best answer January 27, 2021

Best Answers
Rasa-LilaM
QuickBooks Team

I am a seasonal employer in PA, I ran payroll in July + August and one of our employees did not have PA taxes withheld.


Thanks for visiting the Community today, Judsonmillar.


We’ll have to create a liability adjustment to correct the W-2 information for your employee. To get the amount to be adjusted, let’s run the Payroll Summary Report. I’m here to guide you on how to perform these tasks.


To build the report:

 

  1. Go to Reports and choose Employees and Payroll.
  2. Select Payroll Summary.
  3. Next, set the correct period in the Date drop-down.
  4. Click on the amount for the PA withholding and unemployment to view more details.
  5. Then, calculate the amount to be adjusted for the PA-Withholding and PA- Unemployment Employee.

To adjust the liabilities.

 

  1. Press the Employees menu at the top to choose Payroll taxes and Liabilities.and Adjust Payroll Liabilities.liab.png
  2. This will open a page where you can enter all the details about the adjustment.
  3. Enter the correct date in the field box.
    **Use the same date as the last paycheck of the affected quarter. Use today's date if you’re working on the current quarter.
    **The Effective Date is used to calculate amounts on your 940 and 941 forms as well as the Payroll Liability Balances Report.
  4. Next, tick the box for Employee and click the drop-down to select the worker’s name.
  5. In the Taxes and Liabilities section, go to the Item name column and pick PA-Withholding and enter the correct figure in the Amount field.
  6. Go to the next line and type PA-Unemployment  Employee and key in the adjusted amount in the Amount field.
  7. Press the Accounts Affected button and pick the appropriate option.
    **Do not affect accounts to leave balances unchanged for the liability and expense accounts. The adjustment will only change the year-to-date amounts on your payroll reports.liability.png
    **Affect liability and expense accounts to enter an adjusting transaction in the liability and expense accounts.
  8. Click OK twice to keep the changes.

 

Check out this guide for more insights about the process: Adjust payroll liabilities in QuickBooks Desktop.

 

After performing these steps, open the W-2 form to check the information. I also suggest contacting the state agency since you’ll be amending the PA UC-2. They’ll guide you on how to handle this type of situation.

 

Also, the following article outlines the complete instructions on how to create the W-2 forms. Choose QuickBooks Desktop Payroll Enhanced, QuickBooks Desktop Payroll Standard to view more information: Print your W-2 forms.

 

Reach out to me again if you have any clarifications or questions. I’ll be right here to answer them for you. Have a great day ahead.

View solution in original post

1 Comment 1
Rasa-LilaM
QuickBooks Team

I am a seasonal employer in PA, I ran payroll in July + August and one of our employees did not have PA taxes withheld.


Thanks for visiting the Community today, Judsonmillar.


We’ll have to create a liability adjustment to correct the W-2 information for your employee. To get the amount to be adjusted, let’s run the Payroll Summary Report. I’m here to guide you on how to perform these tasks.


To build the report:

 

  1. Go to Reports and choose Employees and Payroll.
  2. Select Payroll Summary.
  3. Next, set the correct period in the Date drop-down.
  4. Click on the amount for the PA withholding and unemployment to view more details.
  5. Then, calculate the amount to be adjusted for the PA-Withholding and PA- Unemployment Employee.

To adjust the liabilities.

 

  1. Press the Employees menu at the top to choose Payroll taxes and Liabilities.and Adjust Payroll Liabilities.liab.png
  2. This will open a page where you can enter all the details about the adjustment.
  3. Enter the correct date in the field box.
    **Use the same date as the last paycheck of the affected quarter. Use today's date if you’re working on the current quarter.
    **The Effective Date is used to calculate amounts on your 940 and 941 forms as well as the Payroll Liability Balances Report.
  4. Next, tick the box for Employee and click the drop-down to select the worker’s name.
  5. In the Taxes and Liabilities section, go to the Item name column and pick PA-Withholding and enter the correct figure in the Amount field.
  6. Go to the next line and type PA-Unemployment  Employee and key in the adjusted amount in the Amount field.
  7. Press the Accounts Affected button and pick the appropriate option.
    **Do not affect accounts to leave balances unchanged for the liability and expense accounts. The adjustment will only change the year-to-date amounts on your payroll reports.liability.png
    **Affect liability and expense accounts to enter an adjusting transaction in the liability and expense accounts.
  8. Click OK twice to keep the changes.

 

Check out this guide for more insights about the process: Adjust payroll liabilities in QuickBooks Desktop.

 

After performing these steps, open the W-2 form to check the information. I also suggest contacting the state agency since you’ll be amending the PA UC-2. They’ll guide you on how to handle this type of situation.

 

Also, the following article outlines the complete instructions on how to create the W-2 forms. Choose QuickBooks Desktop Payroll Enhanced, QuickBooks Desktop Payroll Standard to view more information: Print your W-2 forms.

 

Reach out to me again if you have any clarifications or questions. I’ll be right here to answer them for you. Have a great day ahead.

View solution in original post

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