Paid Leave Oregon Setup in Desktop

LM62 · ‎January 04, 2023

I see that OR - PFML is set up now in the Desktop version, however it is not calculating correctly and not deducting anything. How do I create an employee deduction for the correct amount as a workaround? The payroll items for both the employee and company portions are in the payroll item list, but with incorrect rates. I can't change the rates and neither is being calculated. Thanks!

CharleneMaeF · ‎January 04, 2023

I know a way to ensure your rate is accurate, LM62.

Let's add the rates to the employees' profiles. Beforehand, I've listed these details that'll help you learn how Paid Leave Oregon program works:

The total contribution rate is 1% and is paid on the first $132,900 in wages.
Your employees pay 60%. Your business may choose to pay the employee portion as a benefit to your employees.
If you have more than 25 employees, your business pays 40%. If you have less than 25 employees, you don’t pay an employer portion. The agency has a guide and chart to help you determine your employee count.
If you use QuickBooks Online Payroll Core, Premium, or Elite with automatic tax payments and filings turned on, or you use QuickBooks Desktop Payroll Assisted, we pay and report the premiums for you.
If you use QuickBooks Online Payroll Core, Premium, or Elite with automatic tax payments and filings turned off, or you use QuickBooks Desktop Payroll Basic, Standard, or Enhanced, you’ll need to pay and report the premiums yourself.

Here's how to add the rate:

Go to Employees, and select Employee Center.
Double-click your employee.
Select Payroll Info.
Choose Taxes, then select the Other tab.
Select the OR - Paid Fam Med Leave Co.
In Co. Portion Rate, enter your business rate (no decimals). Example: 40.
Choose OR - Paid Fam Med Leave Emp.
In Emp. Portion Rate, enter your employee rate (no decimals). Example: 60.
Click OK twice.
Repeat steps 2 - 7 for each covered employee.

For more details about the process, please see this article: Set up Paid Leave Oregon.

Additionally, I've added these resources that'll help you learn more about how Paid Leave Oregon works:

Please keep us posted if you need additional assistance managing your payroll transactions. We're always here to help you out.

View solution in original post

CharleneMaeF · ‎January 04, 2023

I know a way to ensure your rate is accurate, LM62.

Let's add the rates to the employees' profiles. Beforehand, I've listed these details that'll help you learn how Paid Leave Oregon program works:

The total contribution rate is 1% and is paid on the first $132,900 in wages.
Your employees pay 60%. Your business may choose to pay the employee portion as a benefit to your employees.
If you have more than 25 employees, your business pays 40%. If you have less than 25 employees, you don’t pay an employer portion. The agency has a guide and chart to help you determine your employee count.
If you use QuickBooks Online Payroll Core, Premium, or Elite with automatic tax payments and filings turned on, or you use QuickBooks Desktop Payroll Assisted, we pay and report the premiums for you.
If you use QuickBooks Online Payroll Core, Premium, or Elite with automatic tax payments and filings turned off, or you use QuickBooks Desktop Payroll Basic, Standard, or Enhanced, you’ll need to pay and report the premiums yourself.

Here's how to add the rate:

Go to Employees, and select Employee Center.
Double-click your employee.
Select Payroll Info.
Choose Taxes, then select the Other tab.
Select the OR - Paid Fam Med Leave Co.
In Co. Portion Rate, enter your business rate (no decimals). Example: 40.
Choose OR - Paid Fam Med Leave Emp.
In Emp. Portion Rate, enter your employee rate (no decimals). Example: 60.
Click OK twice.
Repeat steps 2 - 7 for each covered employee.

For more details about the process, please see this article: Set up Paid Leave Oregon.

Additionally, I've added these resources that'll help you learn more about how Paid Leave Oregon works:

Please keep us posted if you need additional assistance managing your payroll transactions. We're always here to help you out.

LM62 · ‎January 05, 2023

Perfect! Thank you so much for your detailed response!

ChristieAnn · ‎January 05, 2023

I'm glad that my colleague, CharleneMae_F was able to provide you with the information you needed on how to create an employee deduction for the correct amount or rate.

Please know that we aim to deliver customer satisfaction at all times and fix an issue as soon as possible. With this, don't hesitate to click the Reply button below if you still have any concerns related to QuickBooks. I'm always here to help you, LM62. Have a great day!

cw15 · ‎January 24, 2023

My problem is I am an employer of fewer than 25 people but the tax rate in QB automatically sets up at 1.0%.

Since I have fewer than 25 employees the rate should reflect the employee share at .6%. How do I change the default 1.0% within the desktop version?

SirielJeaB · ‎January 24, 2023

I'm glad to welcome you here in the Community, @cw15. Thanks for reaching out to us.

I understand how important it is in Oregon to monitor paid family and medical leave with an appropriate tax rate. However, the option to change the tax rate is limited in QuickBooks Desktop. You may update the tax table to see the available tax rates in QuickBooks Desktop.

After updating the tax table, here's how to change the tax rate in QuickBooks Desktop:

Go to the List menu, then select Payroll Item List.
Double-click the Paid Leave Oregon, then proceed with the on-screen steps to change the tax rate.

If you can't find the tax rate you're looking for, I recommend contacting our live support team. They have the appropriate tools and may set up a screen-sharing session to assist you further in changing the tax rate.

You may check this article to know updates of information on new taxes and state rate issues: Compliance Blog.

To understand more about the Paid Leave Oregon, please visit this article: Set up Paid Leave Oregon.

Don't hesitate to click the Reply button if you have further questions about tax rates or ant payroll-related concerns. I'm always willing to help you. Take care!

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Paid Leave Oregon Setup in Desktop