cancel
Showing results for 
Search instead for 
Did you mean: 
cjenkinsn411bc
Level 1

YTD Totals for Massachusetts Paid Family and Medical

Trying to prepare Massachusetts Paid Family Leave Quarter End Reporting.  Under the File Forms Menu I can generate a PDF worksheet but Massachusetts requires an excel upload.  Under the Menu Tax Forms in Excel I can generate the Paid Family Leave Worksheets but the Column for YTD Payroll is missing.  Suggestions?

3 Comments 3
Rasa-LilaM
QuickBooks Team

YTD Totals for Massachusetts Paid Family and Medical

Thanks for coming to the Community, cjenkinsn411bc.


I appreciate your efforts in trying to generate the Massachusetts Paid Family and Medical Leave worksheet. Let me share some information about running the tax form worksheet.


The YTD Payroll column is currently unavailable on the worksheet. As a workaround, open the Payroll Summary Report and export it to Excel. This way, you can easily transfer the year to date payroll to the other spreadsheet.


Allow me to show the steps on how to perform this task in QuickBooks. To open the report, check out these steps.

 

  1. Navigate to the Reports menu at the top and choose Employees & Payroll to select Payroll Summary.
  2. Tap the Dates drop-down to set the correct period.
  3. Hit the Refresh button to view the changes.
  4. Click the Excel drop-down and pick Create New Worksheet.
  5. Follow the on-screen instructions to transfer the data.
  6. Then, select the Export button.
    excel.pngexcel1.png

Open the spreadsheet and filter or sort the information. Once done, manually copy the data to the tax form worksheet.


With these steps, the quarter ending report will show the YTD column.


You can bookmark the Excel-based payroll reports article for future reference. It lists all Excel reports available in QBDT as well as instructions on how to build each one.


Keep in touch if you need some help with any of these steps. Please know I’m always ready to assist further. Enjoy the rest of the day.

cjenkinsn411bc
Level 1

YTD Totals for Massachusetts Paid Family and Medical

Has this been addressed yet? The problem with the solution offered is the year to date totals may include employees who are no longer paid in the fourth quarter and don't show up therefore cutting and pasting does not work.

ReyJohn_D
Moderator

YTD Totals for Massachusetts Paid Family and Medical

I've got you covered, @cjenkinsn411bc.

 

Currently, the YTD totals column is unavailable on the Massachusetts Paid Family and Medical Leave (PFML) worksheet. For now, you can consider following the suggestion given by my peer above.

 

I recognize your need for this feature. Thus, I suggest checking our Firm of the Future site to get you in the loop about the recent news and product improvements.

 

To ensure compliance with the state payroll tax regulations, you can review this article for additional inputs: Massachusetts Payroll Tax Compliance.

 

When you're all set, you can start paying and filing your payroll taxes

 

Fill me in if you have more payroll-related or any QuickBooks concerns. I'll be here to assist you always.

Sign in for expert help
Ask questions, post replies & join our community of QuickBooks users.

Need to get in touch?

Contact us