My monthly QB online payroll does match my annual report or my W-3

There are factors we need to check and consider when reviewing discrepancies in your monthly payroll report and W3s, Shubert. Let me provide a detailed insight into this.

In QuickBooks, the information shown in the Payroll Summary report and W-3 are based on the total earnings, Social Security wages, and taxes withheld for all employees. To ensure this is correct, let's check some factors that may cause the amounts to differ between the report and W-3.

To start, let's verify the payroll period dates on your report and W3s. Also, you can check the filters applied to the report to see all data for the said month.

Additionally, any modifications or corrections made after the payroll has been processed may not be included in the W-3 form.

On the other hand, if you're seeking professional guidance to carry out the procedure in preparing and filing W-3 forms, you may contact our QuickBooks Live Expert Assisted team to help you manage these taxes.

Moreover, you can check out these references to send copies to your workers or accountant and help you submit these forms to your state agencies:

• File your W-2 and W-3 forms
• Print your W-2 and W-3 forms

Reviewing your tax forms ensures accuracy when filing them, Shubert. With the insight above, you can manage your payroll reports and taxes. If you need additional help, let me know on this thread.

@shubert  Off the top of my head, a common cause of this would be payroll items that lower the amount in box 1 of W2s and W3s; retirement plans, for instance, would reduce gross pay for the purpose of wages subject to federal income tax. This can cause what appear to be discrepancies between payroll reports and W3s, whether they are actual discrepancies or not.

Unfortunately, the kind of images that would make this easier to diagnose are not generally the kind you should be sharing online.

I would advise reaching out to your accountant regarding this directly. More likely than not, they have some manner of QB account and can either access your information directly or otherwise give you the proper guidance.

@shubert  Editing a bit: On second thought, I can't actually think of anything that would cause a W-3 to be higher than a payroll summary. Either way, you're paying your accountant, so they should help you out.