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Level 1

Setting up payroll tax liabilities

How do Setup QuickBooks desktop payroll tax payments to the correct employer paid payroll tax payments if it is not calculating the correct total?

Solved
Best answer September 10, 2019

Best Answers
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QuickBooks Team

Setting up payroll tax liabilities

Yes, FMWjen, is right, MonseyMaiven. 

 

I'd like to add other possibilities why it didn't show: 

  • It can be the payroll item's posting account isn't a Liability account.
  • Taxes are generated from the payroll you run. It can be you haven't recorded any for the period. 
  • An over payment to these liabilities can also cause it not to show.

You can further check your payroll item's set up if the account type is a liability account. For any over payment, you can run the Payroll Liability Balances report

 

Check out this article as your reference if Payroll Liability and/or Balance Sheet Report shows incorrect amounts for payroll liabilities

 

Keep me posted if you have further questions. 

View solution in original post

14 Comments
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Level 3

Setting up payroll tax liabilities

Hey there,

 

You should have an active payroll subscription .

Follow the steps in link

 

https://community.intuit.com/articles/1436801-set-up-and-pay-scheduled-or-custom-unscheduled-liabili...

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Anonymous
Not applicable

Setting up payroll tax liabilities

Hello, jcal.

 

I'd be glad to help you with correcting your payroll tax liabilities in QuickBooks Desktop.

 

First, let's track the incorrect calculation by pulling up a payroll item detail report.

 

Here's how:

 

1.    Go to Reports menu and select Employees & Payroll.
2.    Choose Payroll Liability Balances.
3.    Click the Customize Report tab at the top of the report.
4.    Click the Filters tab.
5.    Select Payroll Item from the list of filters.
6.    Click the Payroll Item drop-down list and choose This Calendar Year.
7.    On the report, double-click an amount to display a list of all transactions that affect the amount.
8.    If you find that your liabilities are not correct, you can adjust them.

 

Here's how to adjust your liability balance:

 

1.    Go to the Employees menu, choose Payroll Taxes and Liabilities, and then click Adjust Payroll Liabilities.
2.    In the Date field, enter the date for which you are making the adjustment.
3.    In the Effective Date field, enter the date that you want this adjustment to affect your liability balance.


QuickBooks uses this date to calculate amounts on your Forms 940 and 941 and on the payroll liability balances report.


4.    Choose whether to associate this liability adjustment with the company or a specific employee.
For example, if you overaccrued federal unemployment tax (FUTA) for an employee, click the Employee option and choose that employee's name from the drop-down list.
5.    In the Item Name field, choose the payroll item.
6.    In the Amount field, enter the amount of the adjustment.
7.    Click Accounts Affected to check or modify the setting, and click OK.
8.    If you need to adjust an employee's wage base, click the Show Wage Bases button.
QuickBooks adds a Wage Base column to the window. You rarely need to change an employee's wage base. Even if you overrode a tax amount on a paycheck, the employee's wage base is probably correct.
9.    When you've finished adjusting the liability, click OK.

 

As always, you can contact our Payroll Care support if you need assistance with the adjustment. It is much easier to check which amounts should be adjusted by using their screen sharing tool.

 

I'm just a comment away if you have other questions with your tax liabilities.

 

 

 

 

 

 

 

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Level 1

Setting up payroll tax liabilities

Hello. my QB desktop payroll state unemployment tax liability indicated $17.17 less than what state calculated. I paid the state the 17.17 additional (total liability $603).  I made a PAYROLL liability adjustment:  Company $17.17. Affect liability and expense accounts. Payroll liability report showing -$17.17. QB THINKS I overpaid but I didn’t. That’s why I made adjustment. What an I doing wrong? Thank you. 

Highlighted
Moderator

Setting up payroll tax liabilities

Hi @FMW,

 

Your payroll tax calculations depend on your payroll data and all the payroll transactions you've entered. I'm here to share a few insights and help you from there.

 

First off, your payroll tax calculation is always dependent on the following items:

  • Your state taxes set up for your employee
  • Your State Unemployment Insurance (SUI) rate
  • Your employee who reached the SUI wage base limit
  • Your setup for your payroll items

Thus said, you'll have to review all these items so you'll be able to locate and find the error of your payroll tax calculation.

 

In addition, here's an article you can read to learn more about your SUI tax calculation and how you can fix it: Fix Incorrect State Unemployment Insurance Tax.

 

As always, you can visit our Help Articles page for QuickBooks Desktop if in case you need to learn a few easy steps for any of your future tasks.

 

If there's anything else that I can help you with, please let me know in the comment section down below. I'll be always around ready to help.

Highlighted
Level 2

Setting up payroll tax liabilities

We use a payroll company to create our payroll checks for our non-profit.  But, I copy and enter their information into our Quickbooks file on the 2018 desktop Quickbooks for non-profits.

 

Up until yesterday, I was able to also create an unscheduled custom liability payment to the payroll company.  Something happened.  When I try to that now, there are no items to choose from under the list "payroll items"  on the "Pay Liabilities" page.  I don't know why they disappeared.  I must be able to select the 2 payroll items included for the tax deposit liability in order to create the liability check.  (One is the Federal 941 and the second is our state income tax).    How can I get both of those items to appear again?  Picture attached as png.

 

I'd appreciate your help!

Highlighted
Level 2

Setting up payroll tax liabilities

Did you notice before today, if there was a balance n each of those liability items?  Once you pay the amount in full (whatever the amount is indicated for that particular liability), then the item won't show, since there is a zero liability now that you've paid it. 

Once you enter your payroll, the liabilities will repopulate with whatever amounts are due to date.

 

 

Hope this helps. 

Highlighted
QuickBooks Team

Setting up payroll tax liabilities

Yes, FMWjen, is right, MonseyMaiven. 

 

I'd like to add other possibilities why it didn't show: 

  • It can be the payroll item's posting account isn't a Liability account.
  • Taxes are generated from the payroll you run. It can be you haven't recorded any for the period. 
  • An over payment to these liabilities can also cause it not to show.

You can further check your payroll item's set up if the account type is a liability account. For any over payment, you can run the Payroll Liability Balances report

 

Check out this article as your reference if Payroll Liability and/or Balance Sheet Report shows incorrect amounts for payroll liabilities

 

Keep me posted if you have further questions. 

View solution in original post

Highlighted
Level 2

Setting up payroll tax liabilities

You are absolutely my hero!  Once you made that suggestion, I double-checked and noticed that I had accidentally not changed the payroll date when I entered the most recent payroll.  So, Quickbooks thought that the liability payment had already been made.  When I corrected the date, the items reappeared.

 

I spent over 2 hours on the phone with Quickbooks and on chat with them and with their tech support teams, and none of them could figure out what had happened!  Thanks again!!

Highlighted
QuickBooks Team

Setting up payroll tax liabilities

I'm glad I was able to help, MonseyMaiven. If you have further questions you can leave a reply below or post again.

 

Always know the Community Team is around and ready to help. Have a great day ahead!

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Level 1

Setting up payroll tax liabilities

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Level 1

Setting up payroll tax liabilities

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Highlighted
QuickBooks Team

Setting up payroll tax liabilities

Thank you for posting, @kawasakicountry.

 

Can you tell us more about the concern that you're having right now?

 

There’s a new process of contacting our Customer support. This will ensure that you’ll be routed directly to the correct product specialist while working on your account.

 

You can arrange a callback to talk to them. Follow the steps below:

  1. From your QuickBooks Desktop account, click the Help menu at the top. 
  2. Select QuickBooks Desktop Help. On the Have a Question? window that appears, click the Contact Us button at the bottom part of the page. 
  3. Provide some insight with this concern in the Tell us more about your question box. Then, hit the Search button. 
  4. You'll now be provided a few support options. 
  5. Select Talk to a Specialist to arrange a callback from a support agent. Or Message an Agent to chat with them directly.

Here's the contact the QuickBooks Desktop Customer Support Team article for more information about this. 

 

I'm always here if you need help with your account. Have a wonderful day!

Highlighted
Level 1

Setting up payroll tax liabilities

I need help setting payroll for few business.

Highlighted
QuickBooks Team

Setting up payroll tax liabilities

Hi there, @WILMA JIMENEZ.

 

I'm glad to share with you the steps on how to set up payroll for your business in QuickBooks Desktop (QBDT). Before doing so, make sure to have the following information to set up payroll

 

  • Your company bank account, this will be used for direct deposit or electronic tax payments.
  • Compensation and benefits.
  • Employees
  • Employees' bank account and routing numbers for direct deposits to their bank accounts.
  • Tax information
  • Prior payrolls
  • Liability information

 

Once you have all the data you need, let's proceed to set up your Payroll service:

 

For QuickBooks Desktop Payroll Basic or Enhanced:

 

  1. Activate QuickBooks Desktop Payroll. Click the link if payroll is purchased from the web or the phone or purchased from a retail store
  2. To set up your Payroll, open QuickBooks Desktop.
  3. Select the Employees tab in the top toolbar.
  4. Scroll and choose Payroll Setup in the dropdown menu to open the wizard.
  5. Follow the Payroll Setup Wizard.

 

For QuickBooks Desktop Payroll Assisted:

 

  1. To activate your Payroll software, contact the Onboarding team at 800-365-9626.
  2. Open QuickBooks Desktop.
  3. Click the Employees tab.
  4. Select Payroll Setup in the drop-down menu to open the wizard.
  5. Follow the Payroll Setup Wizard.

 

For the visual guide, please check out this link: Set up payroll

 

Also, if you want to assign schedules to pay your employees in QBDT, you may visit this article for the detailed steps: Set up and manage payroll schedules. From here, you'll also learn about the pay schedule types that you can use and how to create pay schedules base on your payroll product. 

 

Keep me posted if you have any other QuickBooks concerns. I'll be here to help. Have a great day ahead.

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