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Established Member

WA Paid Family and Medical Leave setup questions

Installed payroll update 21901. Attempted to set up the new payroll items for WA paid family medical leave (Emp and Co). 

 

First off, "step by step instructions" at https://community.intuit.com/articles/1774895 are not clear. It says to add the items through "Add payroll Item tool" - there is nothing called that in my version of QB. Turns out they are actually added through Payroll Setup. 

 

I clicked Payroll Setup and it asked me if I wanted to add these items, I followed the instructions and added them. However, there was no place in the dialog/interview to enter the total amount of the tax, which is 0.4%. So in my payroll item list the "Amount" column is blank. I attempted to "Edit" each of the payroll items but there is no screen to enter an amount/percentage. 

 

I went to each employee setup, payroll settings, taxes, and the "Other" tab and found the two new items there. I entered the percentages that company and employee would pay of the total, as specified in the instructions. That all worked fine. 

 

However there is still no Amount in the payroll item list for these two items. Presumably, I cannot tell if the setup will work properly until I run the first payroll of 2019.

 

Can anyone confirm whether I am missing something here? Will these items be deducted properly even though there is no Amount showing for them and no way to add an amount? 

 

 

24 Comments
BRC
Established Community Backer ***

Re: WA Paid Family and Medical Leave setup questions

Yes it assumes you know what that tool is.  It seems it will appear when it wants to:

 

From:

https://community.intuit.com/questions/1745140-how-do-i-set-up-for-washington-state-s-new-family-med...

 

"This new deduction must be set up in QuickBooks for each employee before you issue the first check for the 2019 calendar year. The next QuickBooks Payroll update in mid-December will invoke an "Add Payroll Item" tool that will add two new Payroll Items. This is a summary of what you will experience using this tool:"

 

 

 

 

Experienced Member

Re: WA Paid Family and Medical Leave setup questions

Yes, I have the same question, there seems to be no place to enter the .4%.  The ESD set-up for other items in QB has a place to put the Employer Percentage.

QuickBooks Team

Re: WA Paid Family and Medical Leave setup questions

Hi there, OLTrust and BookLady1.

 

Thank you for joining in this thread and providing extra details. I can share some insights about your WA Paid Family and Medical Leave setup questions.

 

We're aware of the Washington Paid Family and Medical Leave that will be implemented by 2019. Our Compliance Team is now working with Washington state in preparing for its integration with QuickBooks.

 

For the meantime, you can refer to these articles about QuickBooks updates:

I'll keep you posted as soon as an update is received.

 

Stay tune for now. Let me know if you have other questions about payroll. I'd be happy to assist further. Have a good one!

Experienced Member

Re: WA Paid Family and Medical Leave setup questions

I too can't get an amount show for the .4% in the Payroll item list.  I got the item and percentage in the employee payroll setup, however the deduction is 0.00 on a test paycheck.  I can't get the .4% to calculate from the payroll Item list.  Can someone please help with the Payroll Items list.

 

Thanks for any help

Tim

QuickBooks Team

Re: WA Paid Family and Medical Leave setup questions

Thanks for looping in, stewartroofing.

 

I want to make sure your concern about the .4% deduction item to show on the paycheck gets taken care of.

 

If you haven't tried running payroll update for your QuickBooks Desktop, I suggest performing this for the latest payroll update to automatically flow. The steps are provided above by my colleague @HonelynG as your reference. 

 

Keep me posted on how this works for you so we can take another look. I'll be around in the Community for any payroll questions you may have.

 

Experienced Member

Re: WA Paid Family and Medical Leave setup questions

Hi Charies,

 

Thank you for your timely reply to my question on the payroll Item for the WA-Fam Med leave  Emp.  payroll item.

 

The problem is, I have already run the latest update for payroll, and had to stop the item set up tool that auto started after the payroll update.  No I can't get it to work and downloading the new payroll update again does not restart the update tool.

 

Can I call for support to make sure I get this done correctly?  If so, what number can I call.  I tried calling Friday, and was told to update payroll which I had already done.  The tech on the phone couldn't or wouldn't help.

 

Thanks for any help

Tim 

QuickBooks Team

Re: WA Paid Family and Medical Leave setup questions

Hello there, @stewartroofing.

 

Thanks for clarifying your concern. I have information to add on this thread about WA Paid Family and Medical Leave set up questions.

 

I know you've already called our phone support, but it would still be the best resort I can suggest to successfully Add the payroll item to your QuickBooks Desktop.

 

They have tools such as screen sharing that will guide you step-by-step through out the process. They'll be able to perform the payroll update for you, so you can start with the WA Paid Family and Medical Leave setup.

 

We are open 6am to 6pm PST from Monday to Friday and 6am to 3pm PST on the Saturday. The following steps will lead you to the correct link to reach out our QuickBooks Desktop Care Team:

  1. Go to: https://help.quickbooks.intuit.com/en_US/contact.
  2. If asked, choose your QuickBooks product.
  3. Select your QuickBooks version.
  4. On the Contact Us page, click a topic.
  5. Click on the Get Phone Number button to see the support number.

Please know that we value your patience while dealing with this concern. Let me know how things go after speaking with our phone support. I'll be on the lookout for your reply and to further assisting you if you have other questions. Wishing you and your business continued success. 

Experienced Member

Re: WA Paid Family and Medical Leave setup questions

So, I went to setup new rates for my L and I using the Payroll List, New Item. Thought I might try that Washington Family Medical the same way.

 

So Opened - Lists, Payroll Item Lists, Payroll Item, New, Custom Setup, and made my WA Fam Med an Payroll Type Other, and then jumped through the hoops with a place for the .4%.

 

Since I had already used the "ez setup download" I had to edit each person taxes area and delete that 2 created - Employee and Company portion from the Other tax section on each employee.  I will added back my new made Employee portion and put the 63 in for each person.  I did not create a Company portion since it will be 0.

 

Hope that makes sense.

 

 

Established Member

Re: WA Paid Family and Medical Leave setup questions

I already called the phone support yesterday, and shared my screen, and the agent looked at things and said it was set up correctly and that it would magically work when January rolls around. I am dubious, since again, there was no place to enter the .4% amount that is the total tax, only the percentage of the total that employer and employee will pay. 

Established Member

Re: WA Paid Family and Medical Leave setup questions

Sorry but this does not resolve the issue. I already called the support line yesterday (12/17) and they took control of my screen and looked at the payroll items. They claim everything appears to be set up correctly and that it will magically start working when January rolls around. However I am dubious since, as several of us have stated, there is NO PLACE TO ENTER THE .4%. There is a way to enter the amount of this total that the Employer and Employee will pay, but what good is that if you can't enter the total that each party will be paying a percentage of? 

QuickBooks Team

Re: WA Paid Family and Medical Leave setup questions

Hello OLTrust,

 

Thanks for getting back to us in the Community. I'm here to provide information about collecting Paid Family and Medical Leave premiums.

 

Our Product Development Team is already aware of the total insurance premium for 2019. We currently support this tax for QuickBooks Desktop and QuickBooks Online Payroll.

 

The December QuickBooks Payroll update for this tax is still on the process and not yet released. However, I assure you that before the new year starts you'll be able to add a payroll item to your system.

 

For more information about this tax, you can visit the article below:

 

Washington Paid Family and Medical Leave (New Tax 2019)

 

I'll be on a lookout for this thread for any updates that will be released. Please remember the Community is always whenever you need any assistance. Wishing you all the best.

Community Contributor *

Re: WA Paid Family and Medical Leave setup questions

Will there be an update to "refresh" all employees to have the correct withholding rate so you do not have to go into each individual employee to set the rate?

Moderator

Re: WA Paid Family and Medical Leave setup questions

Thanks for joining the thread, Debbie67.

 

Let me share some details about the Washington Paid Family and Medical Leave.

 

At the moment, there isn't an update that'll automatically enter the rate for Washington Paid Family and Medical Leave taxes. You'll have to manually change it in the Employee Center or in the Payroll Setup.

 

Let me show you how to record the rate in the:

 

Employee Center:

 

  1. Go to Employees then select Employee Center.
  2. Double click the employee's name to open the Edit employee window.
  3. Go to the Payroll Info tab and select Taxes.
  4. In the Taxes screen that pops up, select Other tab.
  5. In the Co. Portion Rate field, enter the company share of the premium portion rate as a whole number (no decimals). Example: 37
  6. In the Emp. Portion Rate field, enter the employee share of the premium portion rate (no decimals). Example: 63

image.png

 

Payroll Setup:

 

  1. Go to Employees at the top, then choose Payroll Setup.
  2. In the Employee setup screen, put a check mark on the Subject to WA – Paid Fam Med Leave box and complete the Emp. Portion Rate and Co. Portion Rate fields.
  3. Click Finish.

image.png

 

The screenshots show these steps as well.

 

Please check out this article for more details: Washington Paid Family and Medical Leave (New Tax 2019).

 

That's it. Keep in touch with me if you still need more help with this. I'll be here. Have a good day.

Community Contributor *

Re: WA Paid Family and Medical Leave setup questions

Is there going to be an updated so you don't have to manually input?  If so, is there an anticipated date?  

QuickBooks Team

Re: WA Paid Family and Medical Leave setup questions

Hey there, Debbie67. 

 

Thanks for getting back to us and going through the answer given by my colleague, PreciousB. Allow me to join in and help you further. 

 

We haven't yet received an update about being able to automatically change the tax rates of the WA Paid Family and Medical Leave for all employees. For now, you'd need to manually open each employee's profile and add it. 

 

You can see the steps from PreciousB's response above. While I can't provide a specific date as to when it'll be added, rest assured you'll get an email if new updates will be released. 

 

I'll personally prepare a feedback statement to send to our product engineers about the ability to change the rate by batch. It'd be best if you can also submit a suggestion directly to them by going to the Help menu, then selecting Send Feedback Online

 

It's feedback like this that empowers us to make QuickBooks the best software it can be. Reach out to me if you have other questions in mind. I want to ensure your success in everything you do. 

 

Have a great day!

Active Member

Re: WA Paid Family and Medical Leave setup questions

I followed all the steps after setting up payroll item  for my state, WA Paid Family and Medical Leave. Then went to each employee and added it to their deductions.

So when I did a payroll check, I chose it  from drop down of deductions, and it showed the percentage amount I had put in 0.004. But did not automatically deduct the amount. Then I realized I had to put in the Gross wages amount on the same line as the payroll item. Then it calculated like it should. 

Don't know if I was doing it right, but for now it is working. I still don't understand why quickbooks wouldn't automatically do the deduction like it does all othe payroll items. 

Moderator

Re: WA Paid Family and Medical Leave setup questions

Thanks for chiming in on the conversation, Kindarandom2.

 

I would be happy to assist you in setting up the Washington Paid Family and Medical Leave tax.

 

You're on the right track. Though, when adding the WA - Paid Fam Med Leave tax in the employee's profile, the rates depend on the employer's number of employees. Please refer to the details below:

 

Employers with MORE than 50 employees (Employer not paying Employee portion)

  • Employee Portion Rate - 63% (of 0.4% premium)
  • Company Portion Rate - 37% (of 0.4% premium)

Employers with LESS than 50 employees (Employer NOT required to pay their portion; Employees required to pay their portion)

  • Employee Portion Rate - 63% (of 0.4% premium)
  • Company Portion Rate - 0% (of 0.4% premium)

Employers with MORE than 50 employees (Employer paying Employee portion)

  • Employee Portion Rate - 0% (of 0.4% premium)
  • Company Portion Rate - 100% (of 0.4% premium)

Here's an example. If you have more than 50 employees (Employer not paying Employee portion), the the employee rate is 63% and the company rate is 37%.

 

Please follow the steps above on how to update the rate in the Employee Center. The screenshots below will provide you a visual point of reference.

 

image.png

 

As for your other question, there are factors to consider in determining the rates such as the number of employees, and the ability of the employer to elect in paying their share of the premium. Therefore, we are unable to include the withholding rate from the tax table updates. You'll have to manually enter the rate according to the size of your business.

 

That's it. I'm always here if you have follow-up questions about the new Washington tax or if you need anything else. Have a good day.

Community Contributor *

Re: WA Paid Family and Medical Leave setup questions

I would think setting the tax table rates to be what the employer is likely to pay (see below) would be beneficiary to everyone.  If the employer wants something different then a change can be made on employer's end.   We prepare payroll for companies with 100's of employees and going into each & every employee file to "set" these rates is very, very time consuming.

Or make it so the payroll item can be set with the employee/company rates and then ask if these rates need updated for each employee file.  

Employers with MORE than 50 employees (Employer not paying Employee portion)

  • Employee Portion Rate - 63% (of 0.4% premium)
  • Company Portion Rate - 37% (of 0.4% premium)
Active Member

Re: WA Paid Family and Medical Leave setup questions

Same problem, how do I prompt the item set up tool to start again?

QuickBooks Team

Re: WA Paid Family and Medical Leave setup questions

Hi there, @Elisa Gross.

 

Thank you for joining this thread. I can share some insights about the item setup tool in QuickBooks Desktop.

 

The recently released payroll update allows you to set up WA Paid Family and Medical Leave. If you canceled the setup tool, you would have to manually go through your employee profile, then add the items and rate.

  1. Click Employees.
  2. Choose Employee Center.
  3. Double-click the employee name.
  4. Select the Payroll Info tab.
  5. Click Taxes.
  6. Choose the Other tab.
  7. Add the payroll items.
  8. Enter the rate.
  9. Click OK to save the changes.

 

That should help you set up your employees, @Elisa Gross.

 

Please know that I'm still here for you if you have other questions about payroll. Just click the "Reply" button. Have a wonderful day!

Active Member

Re: WA Paid Family and Medical Leave setup questions

In the screen shot above, a limit box is showing.  What goes in this box?  Is there a limit on the WA Paid Family Medical Leave calculation?

Moderator

Re: WA Paid Family and Medical Leave setup questions

Thanks for visiting us here in the Community, AlishaH.

 

Allow me to explain how the Washington Paid Family and Medical Leave tax works in QuickBooks Desktop.

 

According to the Washington Paid Family and Medical Leave tax, the total insurance premium for 2019 is 0.4% of an employee's gross wages, and the employee and employer. At this time, there isn't a limit for this tax.

 

The screenshot provided by my colleague above shows a limit since the item was manually added in QuickBooks Desktop. To correctly set this up, you'll have to update the tax table to the latest release. Once done, set up the tax by following the steps below:

  1. Go to Employees then select Employee Center.
  2. Double click the employee's name to open the Edit employee window.
  3. Go to the Payroll Info tab and select Taxes.
  4. In the Taxes screen that pops up, select Other tab.
  5. In the Co. Portion Rate field, enter the company share of the premium portion rate as a whole number (no decimals).
  6. In the Emp. Portion Rate field, enter the employee share of the premium portion rate (no decimals).
  7. Click OK.

image.png

Here's an article for further insights: Washington Paid Family and Medical Leave (New Tax 2019).

 

That should do it. Let me know how that works. I'm glad to answer other questions should you have any. I'm cheering you to continued prosperity.

Established Member

Re: WA Paid Family and Medical Leave setup questions

I am still struggling to have this correctly calculate.  I filed the Q1 and Q2, but had to manually make a liability adjustment to correct the amounts paid.  WA Employment Security had the correct amount due, but QuickBooks had the amount as higher.  We are a small business with only 3 Employees, so the Company is not required to pay.  BUT the Employer is paying the portion due of the Employee.  Can someone help me as to how this should be entered properly so I don't need to make adjustments each Quarter?  Thanks

Moderator

Re: WA Paid Family and Medical Leave setup questions

Hi there, @Lia2,

 

I can help you review your payroll tax set up to correct your Washington liabilities in QuickBooks Desktop.

 

Since your business has less than 50 employees where employers is not required to pay their portion. However, if you opt to cover the employee's premium, you can enter 63 in the company portion and 0 for the employee's portion. Follow the steps below:

 

In the QuickBooks Employee Center

  1. On the Employees menu, choose Employee Center.
  2. Double click the employee name.
  3. Click on the Payroll Info tab and select Taxes.
  4. Tap the Other tab.
  5. Select the WA – Paid Fam Med Leave Co line. In the Co. Portion Rate field, enter the company share of the premium portion rate as a whole number (no decimals). Example: 63
  6. On the WA – Paid Fam Med Leave Emp line, enter the employee share of the premium portion rate (no decimals). Example: 0

User-added image

Through the Payroll setup

  1. Go to the Employees menu the choose Payroll Setup.
  2. In the Employee setup screen, put a check mark on the Subject to WA – Paid Fam Med Leave box and complete the Emp. Portion Rate and Co. Portion Rate fields.

User-added image

 

That should get your work completed. Please update me if you have other questions with the set up. I'll be around to help you anytime.