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pplatt
Level 1

How do i set up an employee for a health insurance reimbursement

 
1 Comment 1
ReymondO
QuickBooks Team

How do i set up an employee for a health insurance reimbursement

Hi there, @pplatt.

 

You can create an addition item to reimburse your employee's health insurance in QuickBooks Desktop (QBDT). Here's how:

 

  1. Go to List and select Payroll Item List.
  2. Click the Payroll Item drop-down list and choose New.insurance1.PNG
  3. Select Custom Setup and then choose Addition (Employee loan, Mileage Reimbursement).insurance.PNG1.PNG
  4. Enter the name of the addition item and click Next.
  5. In the drop-down list, choose the expense account to track this item and click Next.
  6. Follow the onscreen setup instructions, which prompt you to answer a series of questions.
  7. Once done, click Finish.

 

The Health Insurance Reimbursement item will now appear in the Other Payroll Items section once you create a paycheck for the employee. Simply select it under the ITEM NAME column and fill out the rest of the information. Then, click Save & Close.

insurance.PNG

You can also  ask your accountant for additional guidance in setting up this tax item. This will make sure that your payroll reports are accurate. 

Additionally, you can run the Payroll Summary report QBDT. This will show you the paychecks that you’ve created, including total wages, taxes, and deductions. Just go to 
Reports and select Employees & Payroll. Then, click Payroll Summary.

 

I'm always here to help if you have any other concerns or questions. Just tag my name in the comment section and I'll get back to you as soon as I can. Have a great weekend.

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