cancel
Showing results for 
Search instead for 
Did you mean: 
Highlighted
Frequent Contributor *

Washington State Paid Family Leave tax reporting

Washington State paid family leave quarterly tax reporting REQUIRES a csv file to upload. I talked to your customer service and there is not currently a report in QBooks that is formatted to meet the requirements. You can see the csv file requirements at https://www.paidleave.wa.gov/reporting I have also attached the notice from Washington state.. Will Intuit be adding a report with the required formatting for Washington state Paid family leave as soon as possible as reports are due August 31.

24 Comments
Moderator

Re: Washington State Paid Family Leave tax reporting

Thanks for providing me the complete details of your concern, DeniseD.

 

In QuickBooks Desktop, we have an option to run a Tax Form Worksheet. The good thing is it includes SSN, last, first name of the employee. The hours worked and wages are listed as well. I'm here to take of you and show you how to create this report.

  1. First, go to Employees at the top menu bar.
  2. Under Payroll Tax Forms & W-2s, choose Tax Form Worksheets in Excel.image.png
  3. Tick the radio button for State Wage Listing.
  4. Select the appropriate date range.
  5. Hit Create Report.image.png
  6. Click Enable Macros at the top.
  7. Delete the unnecessary columns if needed.

image.png

This worksheet doesn't includes the middle initial of the employee. You can export the Employee List report to get the data and add it to the Excel file.

image.png

 

Here's an article for additional details: Excel based payroll reports.

 

Please let me know if you have any issues after following those steps  or if you need anything else. I’m always here to help. Best regards.

Active Member

Re: Washington State Paid Family Leave tax reporting

Okay, so I submitted the report with the State of Washington. Does QB pay the tax? If so, how does it get matched up? After I prepared the report, it gave me the balance due. If I am supposed to pay it, why isn't it in payroll liabilities?

Moderator

Re: Washington State Paid Family Leave tax reporting

Good day, DonnaNSW.

I'm here to help share some information regarding paying and filing the Washington Paid Family and Medical Leave in QuickBooks Desktop.

 

Employers are required to pay and file the Washington Paid Family and Medical Leave on the Washington State website or you can directly visit this link: https://secureaccess.wa.gov/myAccess/saw/select.do.

 

z.PNG

 

I'm leaving you some recommended articles that you might interesting:

 

For additional help, you can also reach out to our QuickBooks Desktop Support.

 

  1. Within your QuickBooks Desktop, click Help at the top menu bar.
  2. Click Contact us.
  3. To route you to the correct support expert, we need to know what type of question you have. Give a brief description of your issue and click Continue.
  4. We’ll provide you a few options. You choose which one is best for you.

For more payroll concerns, don't hesitate to drop a reply below. I'm more than willing to lend a hand.

Community Contributor *

Re: Washington State Paid Family Leave tax reporting

 
Community Contributor *

Re: Washington State Paid Family Leave tax reporting

Unfortunately Our QB 2018 Desk Top will not export that particular report. Its just blank. But I did find a work around, and it appears faster. Thankfully, since we have DOZENS of reports to file. Reports Tab Employee / Payroll Summarize Payroll Data in Excel Once populated in excel, select the "Rates & Hours by job" If its a Pivot table Unselect all fields other than SSN, Transaction name, Hours & Paid Highlight the needed Rows and Columns & copy Open a new worksheet & past into the new doc, Round up the hours column, Remove the borders Resize columns as needed & save as .csv so far that is the fastest I have Found, If there is another way that will work faster, I am EAGERLY awaiting to hear.
QuickBooks Team

Re: Washington State Paid Family Leave tax reporting

Thanks for joining this thread, @Tekka.

 

I appreciate you performing some steps to come up with a workaround for your Washington State Paid Family Leave tax form issue. We recognize your initiative, and I hope some other QuickBooks Desktop users will find this helpful. This is the available workaround for now.

 

We'll keep you posted for any payroll and product updates through our Blog site. Kindly visit the link for any business and QuickBooks guidance.

 

If you have have other concerns or questions, just leave a comment below. I'm just a post away. Have a good one.

Active Member

Re: Washington State Paid Family Leave tax reporting

We are only required to remit .25% because we have less than 50 employees. The company pays 100% of the employees' portion. How can I change the rate from .4% on the payroll item list?

QuickBooks Team

Re: Washington State Paid Family Leave tax reporting

I appreciate the complete details about your concern, @Hojo1.

 

I can walk you through updating the rate for your Washington State Paid Family Leave. 

 

Here's how:

  1. Go to the Lists menu.
  2. Choose Payroll Item List.
  3. Look for the Washington State Paid Family Leave.
  4. Right click on the payroll item.
  5. Select Edit.
  6. In the Employee setup screen, put a check mark Emp. Portion Rate and Co. Portion Rate.
  7. Enter the new Emp. Portion Rate and Co. Portion Rate.
  8. Click Finish.

For more detailed instructions, you may refer to this article: Washington Paid Family and Medical Leave ( Scroll down to the Desktop Payroll section).

 

Also, ensure to download your latest Payroll Tax Table so your new tax rates will be applied accurately.

 

Lastly, I have these articles about managing your tax liabilities that you might be interesting:

Keep me posted if you have other questions. I'm always here to help.

Active Member

Re: Washington State Paid Family Leave tax reporting

Thank you!

Experienced Member

Re: Washington State Paid Family Leave tax reporting

So, if I understand this thread correctly, currently QB desktop does not produce a filled worksheet if the employer is paying 100% of the tax? And the work around is to export to an excel file. Will this problem be fixed by next quarter reporting? One of my clients that is paying the tax for the employer is a remote access client and they do not have Excel on that server - so the work around doesn't work for me. Thankfully, it's only 4 employee's, but I don't like producing a hand written report to my clients, it looks tacky. If I'm wrong in understanding this - please correct me! Thank you.
QuickBooks Team

Re: Washington State Paid Family Leave tax reporting

Thanks for joining this conversation, @TracyAFY.

 

Yes, you're right. That option is currently unavailable in QuickBooks Desktop (QBDT). As of now, we don't have a specific timeline as to when this will be available.

 

That said, rest assured that I'm making it my top priority that your feedback reaches our Product Development Team. They're constantly looking for great ideas from users, like yourself, when deciding how to enhance QuickBooks.

 

In the meantime, you may follow the workaround provided by my colleague above to export Tax Form Worksheet to Excel. Here's how:

 

1. On the top menu bar, click Employees to get to the Payroll Tax Forms & W-2s and Tax Form Worksheets in Excel.
2. Tick the radio button for State Wage Listing.
3. Select the appropriate date range, then Create Report.
4. Click Enable Macros at the top.

 

Just in case, I'm also adding this article for future reference:

 

 

Please let me know if you have any other questions or concerns. I want to make sure everything is taken care of for you.

Community Contributor *

Re: Washington State Paid Family Leave tax reporting

Unfortunately, That report will not export into our Office 365.

Other reports export with no problem. We have tried on multiple workstations.

There must be a communications error.

 

But we can export

Reports: Employee/Payroll: Summarize Payroll Data in Excel.

On the Excel Export: Hours & Rates tab: Delete the Payroll Item & Rate Coloumns

Cut or copy the employee info

And paste into a NEW Excel spreadsheet, Format the Hours column to 0 decimal places, Hand enter commas on the name.

And save as .csv

 

It takes 3 minutes. But that is much better than having to hand enter hundreds of employees on dozens of employers.

 

Since we cannot, as yet, file as an agent. All we have to date is saved files, no confirmations.

 

But as soon as DOR & ESD get their data & website in order, we are ready to go.

 

 

QuickBooks Team

Re: Washington State Paid Family Leave tax reporting

Hello there, @Tekka

 

I appreciate you for sharing the steps about generating the Summarize Payroll Data in Excel report and formatting it.

 

Since you're unable to export the Tax Form Worksheets in Excel, your suggestion above is the available workaround at this time. Please know that I'll take note of this, so our product engineers can consider it for future updates. 

 

We continuously strive to improve QuickBooks Desktop. If you're using the 2019 version, I suggest visiting this article to learn more about our product enhancements: What's New in QuickBooks Desktop for Windows 2019

 

For your future tasks, you can run and customize payroll reports in the program. These reports will help you manage your payroll and keep track of your employee expenses. 

 

I'll be here to lend you a helping hand if you have other concerns. Take care always. 

Frequent Explorer **

Re: Washington State Paid Family Leave tax reporting

The reports generated by QB into excel are not accurate, or not including all hours.  I have the excel "State Wage List" in front of me.  There are no hours reported in the "WA-Paid Fam Med Leave Employe" section.  The hours are reported under the SUTA sections, so SUTA is correct.  Now, when I generate the Reporting Worksheet in the quickbooks payroll "File Forms" tab, the Worksheet does not include all reportable hours, it only includes worked hours, it doesn't include Sick/Vacation hours, which are also reportable and supposed to be included.  Neither of these reports provides the information needed to file the reports.  I can't find where anyone else has reported this. HELP. Thanks. File attached showing my reports

QuickBooks Team

Re: Washington State Paid Family Leave tax reporting

Hello @JM_hollings,

 

I see that you've posted the same question on a separate thread.

 

My colleague, @RoseMarjorieA, already shared her answer about your concern.

 

If you haven't yet, you check it by clicking on this link: https://quickbooks.intuit.com/learn-support/en-us/employees-and-payroll/wa-family-leave-report/01/35...

 

In case you need some tips and related articles, you can visit our QuickBooks Desktop Payroll Help Articles page for future reference.

 

If there's anything else that I can help you with, please let me know in the comment section. I'll be always around ready to help.

Frequent Explorer **

Re: Washington State Paid Family Leave tax reporting

Hi, these are actually 2 different questions/problems.  One is regarding the quickbooks report generated in EXCEL which does not include all the information.  Right after that I realized that the report generated in the "File Forms" in the PAYROLL section of quickbooks was not accurate either.  I am unable to generate any report in quickbooks that provides all the accurate information in order to file the new WA state Paid Family Leave Form.  For my company, quickbooks is  NOT generating any accurate or complete reports for this new payroll reporting.  Thanks.

QuickBooks Team

Re: Washington State Paid Family Leave tax reporting

Hi there,  JM_hollings.

 

Since the generated reports in Excel do not show accurate information,  I suggest contacting our QuickBooks Desktop Support Team for further assistance.

 

Here's how to contact our QuickBooks Desktop Support Team:

 

1. Open your QuickBooks Desktop account.
2. Click the Help button, then select QuickBooks Desktop Help.
3. Select Contact Us.
4. Give a short description of your issue, then select the Search button.
5. We’ll provide you a few support options. Select which one is best for you.


Please let me know how it goes or if you have any other concerns with QuickBooks. I'll be around to help you out. Have a good one.

Community Contributor *

Re: Washington State Paid Family Leave tax reporting

Tips. How do I turn off the calculation for the WA PFML, for tips, in the employee paychecks. Tips are not to be included in the wages for premium calculation.
Community Contributor *

Re: Washington State Paid Family Leave tax reporting

Re: Tips Nevermind, I found it.
Established Member

Re: Washington State Paid Family Leave tax reporting

Tip income is excluded from Washington Paid Family & Medical Leave. QuickBooks is including it both for withholding and reporting. Any fixes?

 

Experienced Member

Re: Washington State Paid Family Leave tax reporting

Uncheck the box for reported tips in the edit payroll item.

QuickBooks Team

Re: Washington State Paid Family Leave tax reporting

Greetings, @besscamp,

 

Let's edit the WA – Paid Fam Med Leave Emp and WA – Paid Fam Med Leave Co payroll items by setting them to default. This way, the tip income won't be included on the reported wages.

 

Before proceeding, make sure to download the latest tax table to have accurate payroll information. Then, follow the steps listed below on how to edit the item.

  1. Go to the Lists menu.
  2. Select Payroll Item List.
  3. Double-click each item.
  4. Select Next until you see the Taxes window.
  5. In the Taxes window, select Default.
    settodefault.PNG
  6. Select Next until you see Finish, then select Finish.

Once done, you can then adjust payroll liabilities to correct an employee's year-to-date (YTD) information. Check this out for the detailed steps and additional related articles: Correct Payroll by doing a Liability Adjustment.

 

Should you need assistance, please let me know. I'd be glad to help.

Community Contributor *

Re: Washington State Paid Family Leave tax reporting

Yes. There is a step by step listed in this thread

 

Established Member

Re: Washington State Paid Family Leave tax reporting

Thank you!