Learn how to record a payroll tax refund check in QuickBooks.
If you received a refund check from a tax agency, you may have overpaid payroll taxes. We'll show you how to find the amount and then record the overpayment so your taxes are accurate.
To do this in QuickBooks Online Payroll, check out Resolve a payroll tax overpayment.
If you use QuickBooks Desktop Payroll Assisted and your refund is from a period before you used our payroll service, you’ll need to enter the refund check as a deposit to your bank account. Don’t use the instructions below.
Step 1: Find the matching refund amount in QuickBooks
- Create a payroll liabilities balance report. Look for the amount that matches the refund check amount.
- If you find an amount that matches, proceed to step 2.
- If you don’t find an amount that matches: review the refund notice. The check may include interest, or some of your refunds may have been applied to past-due taxes.
Step 2: Enter your payroll liability refund check
Select the scenario that applies to you to create the appropriate refund check: