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Jana10
Level 1

Year End

I am looking for some guidance on year end.  I have looked at the help on the desktop but I am not finding what I need.

 

I am getting ready to prepare the W-2’s for the employees and I need to clean them up.  I was wondering if you had tips on the easiest way to do that.

 

I have printed a report from the payroll reports (Local Tax Summary)that give a listing of all the local taxes with each employee listed that has had a withholding for that tax .  If I make changes to this report will it make the changes to the W2 or do I need to go to the employee file and make the change?

Local Tax Summary

            

Blue Ash Income Tax

 

 

 

 

 

 

 

 

 

 

 

 

Employee

SSN

Street

Street 2

City

State

ZIP

Print on W2 As

Misc 1

Misc 2

Misc 3

Wagebase

Tax

Schibi  R

 

1 Andrews

 

North Bend

OH

45252

    

4,416.00

0.00

Subtotal

 

 

 

 

 

 

 

 

 

 

4,416.00

0.00

Blue As

            

Employee

SSN

Street

Street 2

City

State

ZIP

Print on W2 As

Misc 1

Misc 2

Misc 3

Wagebase

Tax

ArmbruMorC.

 

Reily Rd

 

Oxford

OH

45056

Blue As

-1.25%

  

60,996.20

0.00

Prater,  A

 

Riggs Road

 

Oxford

OH

45056

Blue As

1.25%

  

44,670.54

0.00

Blue As Subtotal

 

 

 

 

 

 

 

 

 

 

169,610.94

0.00

Blue Ash

            

Employee

SSN

Street

Street 2

City

State

ZIP

Print on W2 As

Misc 1

Misc 2

Misc 3

Wagebase

Tax

Harvey, 

 

laxy Lane

 

Cincinnati

OH

45244

Blue Ash

1.25%

  

43,401.82

0.00

Rauc A

 

1hard Lane

 

Alexandria

KY

41001

Blue Ash

1.25%

  

62,506.68

0.00

Blue Ash Subtotal

 

 

 

 

 

 

 

 

 

 

105,908.50

0.00

Total Blue Ash Income Tax

 

 

 

 

 

 

 

 

 

 

279,935.44

0.00

 

As you see there are a lot of employees listed that had no withholding…I need them deleted from the Blue Ash W3 and not have a w2 created for Blue Ash fir that employee.

What is the easiest way to fix this?

1 Comment 1
Angelyn_T
QuickBooks Team

Year End

Thank you for the details and the attachment added, @Jana10.

 

You can make some customization on your reports, but you need to visit your employees' profiles to make some changes to your reports/forms. With Blue Ash tax, you can exclude the employees with zero (0) withholdings when preparing the form.

 

However, I still recommend checking with your state or the IRS for the best options and ways on how you can file or submit the details.

 

Here's how you can remove some employee names when preparing W2s:

 

  1. Create the form from the File Forms section.
  2. Set the year, then select All Employees.
  3. Hit OK, then Continue.
  4. Untick the box beside the employee's name if you wish to exclude them from the Form.
  5. Continue the onscreen pop-ups to complete the process.

To learn more about the W-2 and W-3 forms in QuickBooks Desktop, I recommend opening these articles:

 

Moreover, you can check out the information from our Payroll Tax Compliance Links to stay complaisant with the state payroll tax regulations.

 

Please let me know if you have any other questions by adding a comment below. It's my pleasure to help. Thanks for coming and have a great day!

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