Customizing Payroll Reports by Ohio school district

Thanks for checking in with us, Yogi.

In QuickBooks Desktop, we can customize the report that create a detailed custom report that lists each individual payroll item, the rate for each payroll item, and the total amount that has been paid to that payroll item (Ohio School District). Let me show you how: 

1. Go to the Reports menu, then select Custom Reports.
2. Choose Transaction Detail.
3. Go to the Display tab and in the Columns section, deselect everything except Payroll Item, Qty, Sales Price, and Amount.
4. Go to the Filters tab, then choose the filter for Account then from the drop-down, select the appropriate Payroll Expense Account/s. Choose Transaction Type then from the drop-down, choose Paycheck.
5. Press OK.
6. Enter the date range in the From and To fields.
7. Tap Refresh.

We can also export the report to Excel to add columns to show the district breakdown amounts withheld by each Ohio School District. Here's an article you can refer to for more details about customizing payroll and employee reports. Check out these articles for future reference:

• Local tax setup and support: Ohio
• Year-end checklist for QuickBooks Desktop Payroll
• QuickBooks Desktop Year-end Checklist

We'd be happy to hear any updates after performing the steps as we want to ensure this is resolved for you. Also if you have questions about running vendor reports, please add a reply below. I'd be happy to assist you further.

This report did not return results because instruction said to filter Accounts by Payroll Expenses. Ohio School District Withholding is not an expense. I substituted Payroll Liabilities instead, and the report returned amounts but no Quantity or Sales Price. And still no distinction between the individual districts, which is the desired output. When setting up an employee for this withholding, there is a Y/N for OH School District; if Yes, then you enter the "as printed on W2" which specifies which district, and the tax rate is entered also. I see this is referred to as a secondary local tax. Again, I am posting paychecks manually (after-the-fact) and I am filing taxes manually. Not using a payroll subscription.

Hello, Yogi. 

I'll make sure you're able to generate a transactions details report showing the Payroll Item, Qty, and Sales Price, in QuickBooks Desktop. 

I was able to replicate the report from my test account and view the Payroll Item, Qty, and Sales Price on the said report.(see the image below). 

We just have to ensure we modify the Display tab and in the Columns section to view the specific column we want to show on the report. 

Feel free to browse this reference for more information about customizing report: Customize reports  

Let me know if there’s anything else you need. I’ll be around to help. Wishing you the best!

This still does not accomplish identifying amount from each paycheck by the Ohio School District "as printed on W2".

Thanks for getting back to us, @Yogi.

I appreciate you following the steps shared by my colleagues above. Allow me to hop in and help make sure you get the report you need in QuickBooks Desktop (QBDT) for Accountants.

May I know how did you set up the Ohio School District in your QBDT? Is it a payroll item? Any additional information will help me determine the specific report and filters to use to get the data you need.

In case you need it, I'll add this article that tackles managing and customizing reports in QBDT: Customize payroll and employee reports.

I'm looking forward to hearing from you soon.

Ohio School District withholding is a payroll item. When setting up an Ohio employee, QuickBooks asks if he is liable for this tax. If I mark yes, I then must record the district (as it shows on W2) and also the tax rate for that particular district. The input screen identifies this tax as a secondary local tax. The details that I input calculate withholdings correctly, but I can't see how to show them in a report. All the reports I have tried will only show the payroll item "Ohio School District Withholding" and not include the underlying breakdown by the district.

Thank you for pointing me in the right direction. This was the quickest, simplest, most complete approach.

That's great to hear, @Yogi.

Feel free to swing by anytime if you need help with anything else. We're here to lend a hand.

We are new to online version. I can see the School District tax totals but when we go to Pay Liabilities the School District tax isn't there to pay. Any suggestions on why this is happening?

Hello there, Perfermance.

To assist you efficiently, kindly provide us with more specific details regarding your concern. May I know how you set up the School District tax? Did you configure it as a payroll item or did you add it in the employee details? Any formation will enable me to provide you with the appropriate guidance and instructions that you need. You can also send us screenshots for better visual understanding.

I am looking forward to your response.