Learn how to set up and manage payroll items for your insurance benefit plan in QuickBooks Online Payroll and QuickBooks Desktop Payroll to track and tax it appropriately.
If your company has an insurance benefit plan, you may need to set up items in QuickBooks to track.
If you don’t have an insurance benefit plan, QuickBooks has partnered with Allstate Health Solutions to provide employee health benefit options for QuickBooks Online Payroll customers. To learn more, see Sign up for health insurance through QuickBooks and Allstate Health Solutions.
Here’s how you add, edit, and track your insurance benefit plan in QuickBooks.
Step 1: Determine which health benefits to set up
- Section 125 plans (taxable or pre-tax Cafeteria benefit plans)
- Taxable, pre-tax, or company HSA Plans
- Dependent or Medical Expense Flexible Spending Accounts (FSA)
Talk to your insurance plan provider to learn more about your policy.
Step 2: Set up a medical, vision, or dental insurance payroll item
Once you know the details of the insurance benefits from your provider, follow the steps below to add a payroll item for medical, vision, or dental insurance.
|Note: Not sure which payroll service you have? Here's how to find your payroll service.|
Each time you pay your employees, these benefits should appear in their paychecks.
Edit or remove an insurance item
If you need to make changes or remove an insurance item, here’s how: