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QuickBooks Team

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Hi there, 4wheeldriveparts.


Let me be the first to congratulate you on having your first employee. Allow me to step in for a moment and share some insight on that part of BRC's answer.


As was mentioned, well need to create an addition payroll item first and set it up as compensation. The steps below will guide you through that process:


To create an addition payroll item

  1. From the Lists menu, select Payroll Item List.
  2. Click the Payroll Item drop-down button, then choose New. You could also press CTRL + N.
  3. Select Custom Setup, then click Next.
  4. Follow the on-screen instructions on the corresponding pages:
    Payroll item type: Select Addition.
    Name used in paychecks and payroll reports: Enter a name for this payroll item, for example, OR - WBF Assessment.
    Expense account: QuickBooks will automatically enter Payroll Expenses. However, if you have a specified account for this, then you may go ahead and select that.
    Tax tracking type: Make sure to select Compensation.
    Taxes: Just click Next.
    Calculate based on quantity: If this isn't based on quantity and hours, then choose Neither.
    Gross vs. net: Select net pay to ensure that this won't affect the gross wages that'll appear on your forms.
    Default rate and limit: You can leave the Rate and Limit fields blank.
  5. Click Finish.

Next, we can add this item to your employee's payroll information, so you don't have to manually enter it every time you create a paycheck. Let me walk you through the steps on how to do this:

  1. From the Employees menu, select Employee Center.
  2. Double-click the employee's name.
  3. Go to the Payroll Info tab.
  4. In the Additions, Deductions, and Company Contributions section, add the WBF Assessment payroll item.
    - Click the blank space under the Item Name column to bring out the drop-down menu. From there, click the drop-down arrow and select the payroll item.
  5. Click OK to save the changes.

All of this information and more is available from our guide on how to Set up payroll item.


That should do it!  With these resources, I'm confident you'll be able to enter the Oregon WBF Assessment correctly in the employee's payroll check and on form W-2.


Keep in touch with me here if there's anything else you need. I always got your back. Thanks for reaching out, wishing you and your business the best.

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