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NichiW1
Level 3

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

What is this that is showing up in my Client-Ready Reports, Tax Balances tab "New-215" and "New-216"

and for that matter why is Michigan showing up.  Nothing has ever happened in Michigan.  We are in Mississippi, always have been. 

Wages & Accrued Taxes  
 Payroll DateState
 05/29/2020New-216
 05/29/2020MI
 05/29/2020MS
 05/29/2020New-215
Solved
Best answer June 18, 2020

Best Answers
BigRedConsulting
Community Champion

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

The "New-xxx" nomenclature is what happens in the Client Ready and other Excel based payroll reports when there is a new tax in QuickBooks that they doesn't know about. 

 

It's probably related to the new other taxes mentioned in the thread.

 

Not sure why an unexpected state is showing up.  Perhaps you can match the total accrued taxes for that state to a number on the payroll summary report for the same period.

View solution in original post

9 Comments
JamesDuanT
Moderator

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.

NichiW1
Level 3

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

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?

NichiW1
Level 3

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

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.

AlcaeusF
Moderator

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

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:

 

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

BigRedConsulting
Community Champion

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

The "New-xxx" nomenclature is what happens in the Client Ready and other Excel based payroll reports when there is a new tax in QuickBooks that they doesn't know about. 

 

It's probably related to the new other taxes mentioned in the thread.

 

Not sure why an unexpected state is showing up.  Perhaps you can match the total accrued taxes for that state to a number on the payroll summary report for the same period.

View solution in original post

NichiW1
Level 3

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

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

Candice C
QuickBooks Team

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

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!

QingtheBooks
Level 1

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

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? 

LieraMarie_A
QuickBooks Team

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

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 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.
      Capture.PNG

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: 

 

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.

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