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.
   

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.

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.

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.