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L
Lain
January 14, 2023
Question

Desktop: Tax Form Worksheet Error

  • January 14, 2023
  • 3 replies
  • 22 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.

3 replies

Daniela_A
Daniela_A
January 14, 2023

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:

 

  1. Go to Help and select Update QuickBooks Desktop.
  2. Click Update Now, then select Get Updates.
  3. When the update finishes, close and reopen QuickBooks.
  4. When asked to install the update, select Yes.
  5. 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:

 

  1. Go to the File menu.
  2. Select Utilities.
  3. Click Verify Data then select OK to close all windows.
  4. Then, go back to the File menu.
  5. Select Rebuild Data under Utilities.
  6. QuickBooks will ask to make a backup before rebuilding your company file, select OK.
  7. 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
January 14, 2023

Done all of that already. Still not working.

    Rose-A
    Rose-A
    Level 10
    January 14, 2023

    I appreciate you getting back to us, Lain.

     

    I'm here to help ensure you'll be able to get the payroll report you need in QuickBooks Desktop.

     

    Updating your payroll tax table is a good start before pulling up any reports in QuickBooks Desktop. This is to ensure that your data is accurate and ready to use.

     

    Once updated, you can pull and run the Tax Forms Worksheets report to get all the W2 information. Here's how:

     

    1. Click Reports at the top menu bar and choose Employees & Payroll.
    2. Tap More Payroll Reports in Excel.
    3. Select Tax Form Worksheets.
    4. Choose Annual W-2/W-3, filter the Dates, and hit Create Report.
    5. This will show all the W-2 information you need.

     

    You can also pull up the Payroll Detail Review or Payroll Summary report and export them into Excel.

     

    The article Excel-based payroll reports describe various Excel reports and how to generate them in QuickBooks Desktop.

     

    Let me know the result of this troubleshooting in the comment below. I need to make sure this is resolved and you're back to running your normal business processing. Have a good one, Lain.

    J
    jsclements
    January 28, 2023

    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
    July 20, 2023

    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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