Question

Desktop: Tax Form Worksheet Error

Forum|Forum|3 years ago
January 14, 2023
3 replies
49 views

I just upgraded to Premier Plus 2023. I am running manual payroll for a client with 3 employees.

I am having a problem with being able to get the tax form worksheets in Excel. I have seen a few others post about this issue. The image below is the error I am getting. I also noticed any other excel report listed under the the More Payroll Reports in Excel also gives me an error.

I have reinstall updated and run the repair tools on QB 2023.

I have done a clean install of Microsoft 365.

I have performed and SFC Scan and repaired windows image.

The report function was working fine when I was still running QB Pro 2022. I am dead in the water trying to get the tax from worksheets and I am about to go insane. Has anyone successfully resolved this issue? I have no problems opening any other report (like a P&L of Balance Sheet) in excel.

This error appeared when I tried generating the Summarize Payroll Data in Excel report.

QuickBooks Desktop

Daniela_A

Let me ensure we'll be able to fix these errors, @Lain.

It's possible that there's a minor data damage in the report that's causing these errors to occur. Let's make sure your company file is up to date you would have the latest product improvements and fixes. Here's how:

Go to Help and select Update QuickBooks Desktop.
Click Update Now, then select Get Updates.
When the update finishes, close and reopen QuickBooks.
When asked to install the update, select Yes.
When the install finishes, restart your computer.

If you're still getting the same result, let's run the Verify and Rebuild Utility tools. These tools will help us repair reports and list damage in your company file. Here's how:

Go to the File menu.
Select Utilities.
Click Verify Data then select OK to close all windows.
Then, go back to the File menu.
Select Rebuild Data under Utilities.
QuickBooks will ask to make a backup before rebuilding your company file, select OK.
Once the rebuild is done, click OK.

Lastly, I recommend reading this article to know what to do if you can't restore your backup company file in QuickBooks Desktop: Fix backup company file issues.

Please let me know if you need further assistance in handling your reports. Simply add a reply and I'll help you out.

L

LainAuthor

Done all of that already. Still not working.

N

nextgenpub

I appreciate you for coming back to the thread and for some clarification about getting an updated tax table, Lain. With this, let me share extra details on how updating the tax table work in QuickBooks and ensure that your QBDT working smoothly.

The payroll tax tables provide up-to-date, accurate rates and calculations for federal and supported state taxes, payroll tax forms, and e-file and e-pay options. With this, yes, you're right that QBDT doesn’t allow you to update that table if you haven't a subscription.

On the other hand and as mentioned above, updating your payroll tax table is a good start before pulling up any reports or utilizing different features in QBDT. With this, I suggest performing those regularly to make sure that your program will run smoothly and prevent spending another amount of money.

Lastly, you can open this article to view steps on you can run a specific report that gives you the total payroll wages, taxes, deductions, and contributions if you have an active payroll: Create a payroll summary report in QuickBooks.

Please don't hesitate to click the Reply button below if you have other concerns related to your payroll. I'm always around to help, Lain.

Here's what worked for me, since our taxform starts out with 78000+ lines of data and the limit when excel is in compatibility mode is 65536.

First I had to downgrade my office from office 365 to a $54 license of office 2016 (thanks keysoff!).

Second in the the program files/quickbooks/components/templates/ directory I found the .xlt file qb_taxforms.

I opened that and saved it as qb_taxforms.xltm

Then I renamed the original adding .backup to the end of the name.

Then I renamed my new .xltm file as qb_taxforms.xlt (replacing the original with the wrong extension).

Then rerun quickbooks. You will get a warning that the extension doesn't match the 'real' file type and have to click 'yes' to continue.

---------------------------------------------

On a side note. .xlt is office 2007 and one wonders why intuit fails to update this.

I suspect that intuit has lost the original source code to the desktop version and is milking things for as long as they can get away with. My suggestion to every intuit desktop customer is to migrate to something web based (html5) NOT java (oracle) while you get to pick the time and pace.

J

jsclements

Check out this issue - with a solution from Big Red Consulting. I had a similar issue with QB Desktop 2022 and this solved it. Disappointed (but not surprised) this hasn't been fixed with (the overpriced) QB 2023 - I'm putting off my own upgrade until absolutely necessary. Good luck!

https://quickbooks.intuit.com/learn-support/en-us/reports-and-accounting/re-payroll-reports-in-excel-tax-form-worksheets/01/1121040#M163304

B

bohnne

Disgustingly, I am having the same problem. This is the second QuickBooks update I have done (2022 did the same thing to me) where I experienced this problem. This time I called Microsoft as well. It is not a MS issue. Last year after 8 hours on the phone with low level support and 3 times being transferred to the payroll support group (I don't subscribe to payroll service) who couldn't help me, silently an update was released a few weeks later and the reports worked. It never occurred to me that I shouldn't have updated to 2023.

Anyway I spent 5 hours on the phone yesterday with low level support and all I got was disconnected. I have relied on the worksheets, they are excellent for me with 5 or less employees and a small business. I made do with the standard reports but I have no love for Intuit after 17 years of keeping my software updated and raving about how much I love quickbooks.

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