I am attempting to reconcile Box 1 of our 2021 W2s to the Payroll Summary by Employee Report. The owners amounts are off by figures that I simply cannot find. I spent 2.5 hours with QBs chat on Wednesday and am currently going on over an hour hold on the phone with a QBs representative.
Is there any way to have someone in the payroll tax department simply tell me where they got the figures? The phone number I was given on Wednesday is no longer in service for reaching a person.
I appreciate you for sharing the details of your concern with us, @Tikipad2003.
The data that's shown in the Payroll Summary report and W-2 is based on the paychecks you created for each employee during the year.
To isolate this issue, please ensure the date of the report is correct and accurate. Also, you can run your Payroll Tax and Wage Summary or Payroll Details report to ensure the data is correct. I'll show you how.
You can also check this for reference about how QuickBooks populates W-2 forms: Understand why the wage amounts are different on your employee's W-2.
I'd also recommend working with your accountant for additional guidance. This way, we can ensure your payroll and accounts are well accounted for.
If you still wish to contact our support team, you can follow the steps outlined in this article in reaching out to them. Please ensure to check their support hours to know when agents are available: QuickBooks Online.
I've also collected this resource that can guide you in submitting your payroll forms: E-file Federal W-2 Forms
You can always tag me in your reply if you have other queries about your W-2 and reports. I'll be here ready to back you up anytime. Keep safe and have a great weekend ahead!
Maybe this can help narrow it down. Health insurance, HSA & Roth IRA contributions are big ones. Here is a comprehensive list of everything that could be included in Box 1 of a W-2:
Box 1—Wages, tips, other compensation. Show the
total taxable wages, tips, and other compensation that you
paid to your employee during the year. However, do not
include elective deferrals (such as employee contributions
to a section 401(k) or 403(b) plan) except section 501(c)
(18) contributions. Include the following.
1.Total wages, bonuses (including signing bonuses),
8. Employer contributions to an Archer MSA if
includible in the income of the employee. See Archer
9. Employer contributions for qualified long-term care
services to the extent that such coverage is provided
through a flexible spending or similar arrangement.
10. Taxable cost of group-term life insurance in excess
of $50,000. See Group-term life insurance.
11. Unless excludable under Educational assistance
programs, payments for non-job-related education
expenses or for payments under a nonaccountable plan.
See Pub. 970
12. The amount includible as wages because you paid
your employee's share of social security and Medicare
taxes (or railroad retirement taxes, if applicable). See
Employee's social security and Medicare taxes (or
railroad retirement taxes, if applicable) paid by employer.
If you also paid your employee's income tax withholding,
treat the grossed-up amount of that withholding as
supplemental wages and report those wages in boxes 1,
3, 5, and 7. (Use box 14 if railroad retirement taxes apply.)
No exceptions to this treatment apply to household or
13. Designated Roth contributions made under a
section 401(k) plan, a section 403(b) salary reduction
agreement, or a governmental section 457(b) plan. See
Designated Roth contributions
14. Distributions to an employee or former employee
from an NQDC plan (including a rabbi trust) or a
nongovernmental section 457(b) plan.
15. Amounts includible in income under section 457(f)
because the amounts are no longer subject to a
substantial risk of forfeiture
16. Payments to statutory employees who are subject
to social security and Medicare taxes but not subject to
federal income tax withholding must be shown in box 1 as
other compensation. See Statutory employee.
17. Cost of current insurance protection under a
compensatory split-dollar life insurance arrangement.
18. Employee contributions to a health savings account
19. Employer contributions to an HSA if includible in the
income of the employee. See Health savings account(HSA).
20. Amounts includible in income under section 409A
from an NQDC because the amounts are no longer
subject to a substantial risk of forfeiture and were not
previously included in income. See Nonqualified deferred
compensation plans under Special Reporting Situations
for Form W-2.
21. Nonqualified moving expenses and expense
reimbursements. See Moving expenses.
22. Payments made to former employees while they are
on active duty in the U.S. Armed Forces or other
23. All other compensation, including certain
scholarship and fellowship grants. See Scholarship and
fellowship grants. Other compensation includes taxable
amounts that you paid to your employee from which
federal income tax was not withheld. You may show other
compensation on a separate Form W-2. See Multiple
I suspect the difference between Employee Summary Reports (and General Ledger for Officer Salaries) and teh W2s has to do with the SCorp entry and the taxes paid by the company, item #12. "The amount includible as wages because you paid your employee's share of social security and Medicare taxes. See Employee's social security and Medicare taxes paid by employer. If you also paid your employee's income tax withholding, treat the grossed-up amount of that withholding as supplemental wages and report those wages in boxes 1, 3, 5, and 7."
I accounted for the SCorp Insurance amount, so it's gotta be the taxes on the entry.
The entry created a EETax amount, which is almost the amount of the difference but is not the difference.
Maybe the EETax amount didn't include the 'gross up for ITW' but the W2s did? Any chance you can point me in the direction of how to calculate the 'gross up for ITW'?
The dates of my reports were correct. It took over 5 hours on the phone and chat, most of it on hold, to 'escalate' to the person that can 'maybe' help me. While I wait for her to be available (tomorrow), I am still researching on my own.
I had a phone call on 2/11/2022 at 7pm with a Supervisor. She reviewed the issue, said we needed to have a conference call with back end team. She never called at our appointment time (2/18/2022 @ 1pm) and has ignore all my emails requesting a callback.
I'm currently on hour number 2 with the Help Chat, trying to escalate this back to...someone that can assist. I've called while waiting with Chat to respond. It seems QuickBooks no longer is supporting their customer or their employees. Everyone says 'waiting for a response'. It should not take over 8 hours to figure out something that should be very straightforward. Anyone else having an issue with a lack of support?