cancel
Showing results for 
Search instead for 
Did you mean: 
568SKH
Level 2

adding another location that is out of State- how to manage state income taxes?

Company that uses quickbooks online is setting up a second office out of State.  How do I add the second State to payroll taxes so that the proper income taxes and state unemployment taxes are paid for the employees working and living there?

Solved
Best answer November 08, 2020

Best Answers
ShiellaGraceA
QuickBooks Team

adding another location that is out of State- how to manage state income taxes?

Hi @568SKH,

 

QuickBooks uses a work location to calculate multi-state payroll taxes. If you're using the same QuickBooks Online and payroll account for your second office, you can add a new work location for your state taxes.

 

To do so, here are the following steps:

  1. Go to Gear, then Payroll settings.
  2. Choose Work Locations under Business Information.
  3. Select the Add a Work Location link. Then, enter new work location details.
  4. Hit Save.

Once done, enter the new work location to your employee's settings. Here's how:

  1. Go to Workers, then Employees.
  2. Choose the employee's name, then Edit employee. For new employee, tick Add an employee.
  3. Click the Employment tab.
  4. Select the added Work Location from the drop-down.
  5. Hit Done.

However, if you're required a separate account for your state tax form, you'll have to subscribe to a new account. Then, use the second office's address as your primary business address.

 

You can visit our page learn about our different subscriptions at this link here: QuickBooks products. I've also added this awesome article about multi-state employment payroll situations that I'm sure you'll find helpful. In this article, you'll learn about the different multi-state situations with its reciprocity agreements.

 

With these steps, you'll be able to record your payroll taxes correctly. Know that you're always welcome to come by anytime if you have other questions or concerns. Thanks for posting and I wish you have a wonderful day ahead.

 

View solution in original post

ReyJohn_D
Moderator

adding another location that is out of State- how to manage state income taxes?

You've come to the right place, @9130 3485 6991 2406.

 

I'll share info and steps to make sure you can add a new work location in QuickBooks Online (QBO).

 

First, Master or Company Admin, and all access users are the ones who can get into the Payroll settings. Please log in to your account with either of these permissions to ensure you can see the Business Information section. This way, you can change the business location successfully.

 

If you don't have access, please let the admin change your user type. Let me guide you how: 

 

  1. Click the Gear icon at the top, and then choose Manage Users.
  2. Select your name, and then click Edit.
  3. Choose Standard user under User type.
  4. Under How much access do you want this user to have?, select All, and then tick the Payroll access box.
  5. Click Save.

For more info about it, kindly check out this article: User types and user permissions in QBO.

 

Once done, please follow the steps given by my peer @ShiellaGraceA to update your work location info.

 

If you have all the needed access and still unable to see the said section, this unexpected behavior can be caused by too much cache. I've got a different set of steps to resolve this.

 

Let's start by logging in to your account using a private or incognito window. This can help us determine if it's a browser-related issue due to piled up cache. You can use the shortcut keys below to access one:

 

  • Ctrl+ Shift + N for Google Chrome.
  • Ctrl + Shift + P for Mozilla Firefox and Microsoft Edge.
  • Command + Shift + N for Safari.

After that, follow the same steps given by my colleague above. If it works this time, please clear your browser's cache to delete the piled up files that cause unusual QBO responses. 

 

If the issue persists, you can use another supported browser instead. For more insights about multistate work locations, please see this article: About multistate employment payroll situations.

 

In case you've changed your business's primary location, you can begin changing your employees' address to the new location and their tax information. This is to keep your records up-to-date and accurate. For more details, please review this article: Changing a primary state.

 

I've got your back if you have more questions about managing your payroll in QBO. Just add your reply in the comment section so I can assist you further. Have a good one.

View solution in original post

5 Comments 5
ShiellaGraceA
QuickBooks Team

adding another location that is out of State- how to manage state income taxes?

Hi @568SKH,

 

QuickBooks uses a work location to calculate multi-state payroll taxes. If you're using the same QuickBooks Online and payroll account for your second office, you can add a new work location for your state taxes.

 

To do so, here are the following steps:

  1. Go to Gear, then Payroll settings.
  2. Choose Work Locations under Business Information.
  3. Select the Add a Work Location link. Then, enter new work location details.
  4. Hit Save.

Once done, enter the new work location to your employee's settings. Here's how:

  1. Go to Workers, then Employees.
  2. Choose the employee's name, then Edit employee. For new employee, tick Add an employee.
  3. Click the Employment tab.
  4. Select the added Work Location from the drop-down.
  5. Hit Done.

However, if you're required a separate account for your state tax form, you'll have to subscribe to a new account. Then, use the second office's address as your primary business address.

 

You can visit our page learn about our different subscriptions at this link here: QuickBooks products. I've also added this awesome article about multi-state employment payroll situations that I'm sure you'll find helpful. In this article, you'll learn about the different multi-state situations with its reciprocity agreements.

 

With these steps, you'll be able to record your payroll taxes correctly. Know that you're always welcome to come by anytime if you have other questions or concerns. Thanks for posting and I wish you have a wonderful day ahead.

 

aro1
Level 1

adding another location that is out of State- how to manage state income taxes?

Hello There,

 

please see attached as i could not find any link to the answer provided on this mail trail.

my company is operating in two state and will like to add the second state so as to be able to file tax should the need arises.

thanks

 

KlentB
Moderator

adding another location that is out of State- how to manage state income taxes?

 

Hi aro1,

 

Thanks for adding a screenshot of your Payroll Settings.

 

The steps given by my colleague, ShiellaGraceA is for QuickBooks Online Payroll Enhanced only. For QuickBooks QuickBooks Online Full Service, Core, Premium, and Elite, you'll have get in touch with our Customer Care Team if you need to add a new work location in a new state. This way, we can pull up your account in a secure session and then set up the new work location for you. Here's how:

 

  1. Go to Help (?).
  2. Select Contact Us.
  3. Enter "Adding a new work location in a new state" in the text box, then click Let's talk.
  4. Choose Start a chat or Get a callback from our next available expert.

I also encourage checking our support hours first to ensure that we address your concerns on time.

 

In case you'll need to add a new work location in the same state, you can create it through the Payroll menu. Let me guide you how:

 

  1. Select Payroll from the sidebar menu. go to the Employees tab.
  2. Choose the appropriate employee, click the Edit button next to Employment.
  3. Select the Work location drop-down menu and choose New Work Location.
  4. Enter the work location address.
  5. Click OK and then Done.

Additionally, here's an article that you can read to help determine if there's a reciprocity agreement between your employee's work state and residence state: Multistate withholding matrix.

 

The Community always has your back, so please let me know if you have any other concerns or questions. Assistance is just a post away.

9130 3485 6991 2406
Level 1

adding another location that is out of State- how to manage state income taxes?

There is no longer a business info section available 

ReyJohn_D
Moderator

adding another location that is out of State- how to manage state income taxes?

You've come to the right place, @9130 3485 6991 2406.

 

I'll share info and steps to make sure you can add a new work location in QuickBooks Online (QBO).

 

First, Master or Company Admin, and all access users are the ones who can get into the Payroll settings. Please log in to your account with either of these permissions to ensure you can see the Business Information section. This way, you can change the business location successfully.

 

If you don't have access, please let the admin change your user type. Let me guide you how: 

 

  1. Click the Gear icon at the top, and then choose Manage Users.
  2. Select your name, and then click Edit.
  3. Choose Standard user under User type.
  4. Under How much access do you want this user to have?, select All, and then tick the Payroll access box.
  5. Click Save.

For more info about it, kindly check out this article: User types and user permissions in QBO.

 

Once done, please follow the steps given by my peer @ShiellaGraceA to update your work location info.

 

If you have all the needed access and still unable to see the said section, this unexpected behavior can be caused by too much cache. I've got a different set of steps to resolve this.

 

Let's start by logging in to your account using a private or incognito window. This can help us determine if it's a browser-related issue due to piled up cache. You can use the shortcut keys below to access one:

 

  • Ctrl+ Shift + N for Google Chrome.
  • Ctrl + Shift + P for Mozilla Firefox and Microsoft Edge.
  • Command + Shift + N for Safari.

After that, follow the same steps given by my colleague above. If it works this time, please clear your browser's cache to delete the piled up files that cause unusual QBO responses. 

 

If the issue persists, you can use another supported browser instead. For more insights about multistate work locations, please see this article: About multistate employment payroll situations.

 

In case you've changed your business's primary location, you can begin changing your employees' address to the new location and their tax information. This is to keep your records up-to-date and accurate. For more details, please review this article: Changing a primary state.

 

I've got your back if you have more questions about managing your payroll in QBO. Just add your reply in the comment section so I can assist you further. Have a good one.

Sign in for expert help
Ask questions, post replies & join our community of QuickBooks users.

Need to get in touch?

Contact us