Reports-Employee & Payroll-Client-Ready: Tax Balances New-215

Hello NichiW1,

The data on your report depends on how you set up the employee information and when you process payroll. There's a possibility that one of your employees was set up under the Michigan. I'd recommend reviewing your employee information.

1. Click Employees at the top menu and select Employee Center.
2. Double-click an employee profile and go to the Address & Contact tab.
3. Make sure the address is correct and go to the Payroll Info tab.
4. Click the Taxes button and go to the State tab.
5. Review the details and make sure everything is correct.
6. Click OK to save the changes. 
   You can review other employee profile if necessary.

After that, you can delete and recreate the paycheck of the affected employee.

From there, you can already refresh the reports.

If you need anything else, feel free to let us know. Have a great day.

I ran a report for all employees.  No one is in MI.  

Also, there is no state called New-215 or New-216...What is that?? It just showed up with this last update?

Anyone else getting this on their Client-Ready reports?

BTW, there is a much faster way to inspect all  employees by running a report instead of clicking through each employee.  You should know this.   Please remove your comment and try again.  That and the fact that there is no New-215 state, which you totally ignored.  This is not something we set up.  It came in with this last update under Other Tax Item that does NOT show up in Payroll Item Listing.

I appreciate your time here in the Community, @NichiW1.

I've checked here in the system, and I haven't found any similar reports from other users. Since you already reviewed your employees' information and the payroll item list, I suggest you proceed with contacting our Payroll Support Team.

Checking of accounts is prohibited in this public forum for the safety of your personal data. That said, one of our support will need to take over to take a look at your Client-Ready report and get it fixed as quickly as possible.

Here's how you can reach them:

1. Open your QuickBooks Desktop.
2. Click the Help tab at the top menu bar.
3. Select QuickBooks Desktop Help.
4. Hit Contact Us. 

For additional information, I've attached some articles you can use to learn more about the payroll reports, as well as the set up:

• Customize payroll and employee reports

• Create a payroll summary report

• Get started with Payroll.

Please know that you're always welcome to post any questions you have in this space. Have a great day ahead.

I tracked down the odd state showing up.  It is our state unemployment insurance but not sure why it is tracking to Michigan instead of Mississippi.  Maybe it got tired of spelling the name out.  lol

Good Morning, @NichiW1. 

Thanks for reaching back out and letting us know. I'm glad that you were able to find the root of the problem and were able to resolve it. The Community is always here to have your back. 

I'm only a post away if you have any other questions or concerns. Take care!

I am an accountant and have the accountant's version of QuickBooks. I always use the "Client Ready Payroll Reports" for my quarterly payroll reports and am so frustrated because some client files "Client Ready Payroll Reports" are completely missing. As in, not an option, isn't in the list at all. Anyone else experiencing this issue? 

Thank for joining this thread, @QingtheBooks.

The Client ready reports are only available if you're using the Enhanced Payroll for Accountant. You can go to your Company Information window to verify your payroll account. 

Here's how:

1. Go to Company and select Homepage
2. Press Ctrl + K on your keyboard.
3. Verify if you're using Enhanced Payroll for Accountants.
   
   

   Here's another way to check your active services:

   1. Go to Company.
   2. Select My Company from the list.
   3. Under the Manage your Apps, Services & Subscriptions section, see if you're using Enhanced Payroll for Accountants.
      

If you have an Enhanced Payroll for Accountants account, you'll have to add your EIN from your QuickBooks Desktop. Then, add the service key. For more information, check out this article: Add an EIN to the existing Payroll Subscription.

Just in case you'll need to subscribe to Intuit Enhanced Payroll for Accountant, check these links: 

• Accountants: Intuit Enhanced Payroll for Accountants
• QuickBooks Payroll Services and Features for QuickBooks Desktop
• View and update QuickBooks Desktop Payroll service account information

Otherwise, we can perform the Verify and Rebuild Data tool to check if this is caused by a minor data issue within your company file, This process will help us identify the most commonly known data issues and fix them. You can find the instructions in this article: Verify and Rebuild Data in QuickBooks Desktop.

Please let me know if you have other questions or concerns. I'd be glad to help. Stay safe.

I have the same problem - excel launches but then immediately closes.