Level 3

City Withholding Adjustment QB Desktop 2020

Please advise what would be the best course of action in Desktop QuickBooks 2020.

 

Employee completed a locality withholding certificate in error. This was detected after payroll was run and payment issued. Employee revoked withholding certificate for said locality.

 

Locality report of withholdings is not due yet, and payroll information as not yet been communicated to the locality.

 

What would be best way to (1) refund employee the tax withheld?

 

What would be the best way to (2) amend the records so the locality account payable is reversed and said employee will not appear on future reports for locality in QuickBooks withholdings due to not being locality resident and not working in locality.

 

Thanks!

Solved