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binks
Level 2

941 Line 5B

Line 5B on the 941 does not populate my tips.  Line 5a and Line 5c are the same number.  Not understanding why nothing is going on line 5B.  My payroll item is setup with Reported Tips under Tax Tracking.  I called quickbooks and we did a reset of the updates etc.   They have no idea.  I can easily put the number in but my GREATEST concern is if at year end my W-2's will come out correctly.  The biggest mystery is I am running the accountants version so I have multiple clients and I have maybe a couple that the 941 populates correctly but the majority of the clients, the form does not populate correctly.  Sending out an SOS for help at this point.  

 

Thanks!!!

1 Comment 1
ReymondO
QuickBooks Team

941 Line 5B

Thanks for sharing this concern with us, @binks.

 

It's possible that some of the payroll data for affected clients are incorrect or weren't properly setup. This can be the reason why the Line 5B in the 941 tax form isn't reporting the tips.

 

Let's make sure that all of your payroll data are correct and were properly setup. You can run the Payroll Checkup tool to help find any missing information and discrepancies in your company file.

 

Here's how:

 

  1. Choose Employees and select My Payroll Service.
  2. Click Run Payroll Checkup.
  3. Follow the onscreen instructions and select Continue to go through the various steps.

payroll checkup.PNG

If you find discrepancies in your payroll data, Payroll Data Review Report can help you identify the source of the discrepancy.

 

Please take note that before you run this tool, it would be best to create and save a backup of your data file. This will help you safeguard your company records in case of system failure.

 

If everything is fine and you're still getting the same result, I recommend reaching out again to our customer support. This way, they can review again your payroll setup and verify the cause of the issue.

 

If you have further questions or concerns, feel free to reach back out anytime. Just click Reply and I'll get back to you.

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