Resolve payroll tax overpayments or underpayments

Resolve tax overpayments or underpayments
QuickBooks Help
From the article:

Why do I have an overpayment?
The most common causes of tax overpayments and underpayments are:

Incorrectly entered tax rate; in particular, the state unemployment insurance (SUI) rate.
Paychecks added or deleted after the tax payment was approved for the payroll period.
Incorrect reconciliation of historical taxes
If an overpayment appears because of historical taxes
When you entered your prior tax payments, we noticed that you have overpaid your taxes so far this year.
If you still have at least one payroll to run in the same quarter, you don’t need to do anything.
If the quarter with the overpayment is over, you need to resolve the overpayment.
You have entered your prior tax payments, but you have not yet entered tax information from your prior paychecks. (That is, you have told us about the taxes you have paid, but you have not yet told us about the tax liabilities you have incurred. Our system thinks you have overpaid your taxes.)

Once you have entered your pay history, your tax liability will no longer be negative (unless you have in fact overpaid your taxes). …


 







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How to access box 16 on form 1099 in QuickBooks Online QBO

Box 16-18 is state information. QuickBooks does not do state information at all.
The way around this box 16 issue in QuickBooks as I heard is one of two things:
1) Print the 1099 and hand write in the state information.
OR
2) Use the internet based 1099 prep software that will allow for state entries.

Related article from IRS website:

 


 





 


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Does QuickBooks automatically adjust employer payroll tax rates at the beginning of a new year

QuickBooks Online automatically updates the federal tax rates. However, for state taxes, you’ll need to manually edit your State Unemployment Insurance (SUI) and State Disability Insurance (SDI) tax rates for this year (if necessary) through the Payroll Settings.

Here’s how to do it:

  1. Click on the Gear icon.
  2. Choose Payroll Settings.
  3. Click on the Tax Setup tab.
  4. Click on the name of the state.
  5. Scroll down to the section labeled State Unemployment
  6. Insurance (SUI) Setup. Click Change or add new rate.
  7. Enter your new rate as a percentage from the notice you received from your state.
  8. Enter the Effective Date.
  9. Click OK.

 


 

 


 





 



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How to enter or change state unemployment insurance (SUI) tax rates

How to enter or change state unemployment insurance (SUI) tax rates
QuickBooks Help
From the article: This article provides steps to enter or change your State Unemployment Insurance (SUI) rate as well as setting the effective date …

 









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How do I change an employee’s last name due to marriage

How do I change an employee’s last name due to marriage in QuickBooks Online Payroll?

The employee name will need to be changed on the employee edit page.

To edit the employee name:

  1. Click Employees on the left panel.
  2. Click the name of the employee to open the employee record.
  3. Click Edit employee at the top left under the employee name.
  4. Change the last name on that page and then click Done on the bottom to save the change.

OTHER HELPFUL TIPS:

1) Make sure your employee has changed their name first with the Social Security Administration before you change it in QuickBooks Payroll. Otherwise, there is a good chance to get a mismatch from the SSA. In addition, your employee may not get their wages credited towards their SS balance.

2) Yes, you can easily change an employee’s name this way in QuickBooks but QBO will make the change all the way back to the beginning of their employment which is not good. In QBO Payroll, there is no option to make the change with an effective date only. Send them your feedback here.
http://feedback.qbo.intuit.com/

3) Helpful article:
Social Security: How To Change Your Name After Marriage


 





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How do I add this one-time bonus properly to Quickbooks payroll

This is how to handle employee bonus in QuickBooks Payroll. You will first need to add a Bonus type under the employee profile and then you run either just a Bonus check alone or the regular check with the Bonus amount. You will need to take the following steps to process the bonus check:

To set up Bonus as “Additional pay” type to the name of the employee:

  • Go to Employees Center.
  • Select the name of the employee from the Employee list.
  • Under Employee details, click “Pay” the pencil icon.
  • Under question number three, click “Pay” the pencil icon again.
  • Check the “Bonus” box.
  • Click Done.
  • Click Done.

bonus1

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To run the Bonus check alone:

  • Go to Employees Center.
  • Next to the Run payroll button, click the drop-down arrow.
  • Click Bonus only (at the upper right corner).
  • Select As net pay or As gross pay.
  • Click Continue.
  • Enter the Pay date.
  • Enter the Bonus amount.
  • To pay by paper check but not direct deposit, click the lightning icon, then switch “pay by” to paper check from direct deposit.
  • Choose Bank account.
  • Click Preview payroll.
  • It should also calculate employee taxes for that bonus amount.
  • Click Submit payroll.
  • Enter check number to print.
  • Select Print paychecks button to print.
  • Click Finish payroll.

 
To run the regular check with the Bonus amount:

  • Under Employee, click the Run payroll button.
  • Select the Pay Date and the Pay period.
  • Enter the Bonus amount.
  • Click the Preview payroll button.
  • Click the Submit payroll button.
  • Click the Finish payroll button.





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There was a new employee missed paycheck. How to make a new payroll check after payroll has already been run and printed

It is very easy to run a new paycheck. To run a payroll for one of your Employees, you can follow these steps:

  • From the home page screen, go to Employees on the left navigation bar.
  • Click Run Payroll on the upper right-hand corner.
  • Change the Pay Period (see attached screenshot below) and Pay
  • Date indicated to the previous payroll date.
  • Check the box next to the Employee that you’ll be paying, and enter its payment for that period.
  • Click Preview Payroll on the lower left-hand corner to check the amounts calculated.
  • Click Print Paychecks at the top of the Employee List table to print it, and then click Finish Payroll.

Note: You can also add “New Employee” from “Run Payroll” screen. See attached screenshot below.

run missed paycheck

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How to create bonus on my employee’s paycheck in QBO Payroll

There are two ways to create bonus paycheck to your employee in QBO Payroll.

1) Regular Payroll Check
2) Separate Payroll Check

Here are the steps to create a bonus with a regular paycheck:

  • On the left panel, click the Employees tab.
  • Select an employee you wish to add this pay type.
  • Click on the Pencil icon next to pay.
  • In Section 3, click on Add additional pay types.
  • Select Bonus and click Done.
  • Once you run payroll, you’ll see a box where you can enter the bonus amount.

bonus1

Here are the steps to create the bonus separate from the paycheck:

  • On the left pane, click the Employees tab.
  • Click the Run Payroll drop-down arrow and select Bonus only.
  • Select As gross pay (this will deduct taxes accordingly).
  • Enter the pay date.
  • Select the name of the employee that will be receiving the bonus check with the checkbox to the left of their name.
  • Enter the amount in the Bonus field.
  • Click Preview Payroll
  • Click Submit Payroll

bonus2


Tutorial Bonus Paycheck Video:

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How do I delete old payroll taxes due that were paid outside of QuickBooks Online?

There is no way of deleting a tax due sitting on the account unless you delete all the paychecks created. You will need to record this tax payment in your QuickBooks Online Payroll.

Here are the simple steps:

From the home page screen > left navigation bar

  • Taxes> Payroll Taxes.
  • Under Taxes, click Enter prior tax history.
  • Click Add Payment.
  • Select the Tax Type.
  • Select the Liability Period.
  • Enter the Payment Date.
  • Enter the Check Number (or payment reference).
  • Enter the Notes (give appropriate information for record).
  • Under TAX AMOUNT ITEM, enter the breakdown amount.
  • Click OK.

This record will not show up in the registers and in bank account.

Click on the screenshots below to enlarge them
enter prior tax history

add prior tax payment

create prior tax payment


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California Payroll Tax Compliance

California Payroll Tax Compliance

  • California Tax Forms
  • California Withholdings
  • California Unemployment Tax
  • California Other Payroll Taxes
  • California E-file & Pay
  • California Employer Registration

California Tax Forms

California Tax Agency Form Detail

Form IDTax CodeForm NameView Link
DE34WH/UICA Report of New HiresView
DE88WH/UI/SDIPayroll Tax Deposit CouponView
DE 9WH/UI/SDIQuarterly Contribution Return and Report of WagesView
DE 9CWH/UIQuarterly Contribution Return and Report of Wages (Continuation)View

California Withholdings

Agency Contact Information

Agency NameCalifornia Employment Development Department
Vendor Payable NameEDD
Mailing AddressEmployment Development Department
Taxpayer Assistance Center
P.O. Box 826880
Sacramento, CA 94280-0001
Phone NumbersPayroll Tax Assistance (General Questions)
888-745-3886 (0 for representative)
Employers Outside US and Canada
916-464-3502
FSET Help Line (Efile or Epay Questions)
866-592-1651
CA EDD EFT Helpline (Notices or Specific Payment Status)
916-654-9130
Support Website URLhttps://askedd.edd.ca.gov/
Agency Website URLhttp://www.edd.ca.gov/
Agency Info Effective DateOct 1, 2013

Agency Holidays

Federal Reserve Bank Holidays:
New Years Day – January 1
Martin Luther King Jr Birthday – January 19
Washington’s Birthday – February 16
Memorial Day – May 25
Independence Day – July 3
Labor Day – September 7
Columbus Day – October 12
Veteran’s Day – November 11
Thanksgiving Day – November 26
Christmas Day – December 25

State Observed Holidays:
Cesar Chavez Day – March 31
Day after Thanksgiving – November 27

Holiday Effective Date: Jan 1, 2015


Agency Account Number Formats

Account Number Name: CA Employment Development Dept Employer Acct No.
QuickBooks Employer Account: Number Format(s)999-9999-9 or 999 9999 9
Account Number Effective Date: Jan 1, 2008


California Tax Agency Withholding Details

WH Supported?Yes
Allowance Amount DetailLow Income Exemption Table:
*Single, Dual Income Married, Married Multiple Employer, or Married w/ 0 - 1 allowances = $13,267
*Married w/2 or more allowances and HOH = $26,533

Standard Deduction Table:
*Single, Dual Income Married, Married Multiple Employer, or Married w/ 0 - 1 allowances = $3,992
*Married w/2 or more allowances and HOH = $7,984

Exemption Allowance Table:
$118.80 per allowance claimed

Estimated Deduction Table:
$1,000 per additional allowance claimed
Supplemental Rate DetailBonuses and Stock Options 10.23%. All other; e.g., overtime pay, commissions, sales awards, vac pay 6.6%.
Effective DateJan 1, 2015
W4 Requirements
Can Use Federal W4?Yes
Effective DateJan 1, 2014

California Agency Tax Payment Details

Tax Payment NameCA Withholding and Disability Insurance
Last Verified DateDec 29, 2014

California-Tax Payment Frequency Detail

Payment FrequencyPayment NameClick View
Next DayCA Withholding and Disability InsuranceNext Day
SemiweeklyCA Withholding and Disability InsuranceSemweekly
MonthlyCA Withholding and Disability InsuranceMonthly
QuarterlyCA Withholding and Disability InsuranceQuarterly
Electronic Mandate Requirements
Employer Filing RequirementsEmployers with 250 or more employees must file tax and wage reports (Form DE 9C) electronically.
Employer Payment RequirementsEmployers with PIT and SDI liabilities averaging $20,000 or more in the prior fiscal year (July 1 - June 30) must pay electronically in the following calendar year regardless of the deposit amount.
Effective DateJan 1, 2011

California Unemployment Tax

Agency Contact Information 
Agency NameCalifornia Employment Development Department
Vendor Payable NameEDD
Mailing AddressEmployment Development Department
Taxpayer Assistance Center
P.O. Box 826880
Sacramento, CA 94280-0001
Phone NumbersPayroll Tax Assistance (General Questions)
888-745-3886 (0 for representative)
Employers Outside US and Canada
916-464-3502
FSET Help Line (Efile or Epay Questions)
866-592-1651
CA EDD EFT Helpline (Notices or Specific Payment Status)
916-654-9130
Support Website URLhttps://askedd.edd.ca.gov/
Agency Website URLhttp://www.edd.ca.gov/
Agency Info Effective DateOct 1, 2013
Agency Holidays
Federal Reserve Bank Holidays:
New Years Day - January 1
Martin Luther King Jr Birthday - January 19
Washington's Birthday - February 16
Memorial Day - May 25
Independence Day - July 3
Labor Day - September 7
Columbus Day - October 12
Veteran's Day - November 11
Thanksgiving Day - November 26
Christmas Day - December 25

State Observed Holidays:
Cesar Chavez Day - March 31
Day after Thanksgiving - November 27
Holiday Effective DateJan 1, 2015
Agency Account Number Formats
Account Number NameCA Employment Development Dept Employer Acct No.
QuickBooks Employer Account Number Format(s)999-9999-9 or 999 9999 9
Account Number Effective DateJan 1, 2008
Agency Tax Rate Detail
Minimum Rate1.5%
Maximum Rate6.2%
New Rate3.4%
Rate Effective DateJan 1, 2011
Employer Wage Base
Wage Base Amount$7,000.00
Wage Base Effective DateJan 1, 2008
Agency Surcharge Detail
Surcharge NameETT
Surcharge AbbreviationETT
Creditable to FUTANo
Fixed Rate0.1%
Maximum Rate0.1%
Wage Base Amount$7,000.00
Surcharge Effective Date Jan 1, 2008
Last Verified DateDec 1, 2014
Tax Payment NameCA UI and Employment Training Tax
Last Verified DateDec 22, 2014
Tax Payment Frequency Detail
Payment Frequency: QuarterlyPayment Name: CA UI and Employment Training Tax View
Electronic Mandate Requirements
Employer Filing RequirementsEmployers with 250 or more employees must file tax and wage reports (Form DE 9C) electronically.
Employer Payment RequirementsEmployers with PIT and SDI liabilities averaging $20,000 or more in the prior fiscal year (July 1 - June 30) must pay electronically in the following calendar year regardless of the deposit amount.
Effective DateJan 1, 2011

Other California Payroll Taxes

State Disability
Agency Contact Information
Agency NameCalifornia Employment Development Department
Vendor Payable NameEDD
Mailing AddressTax Assistance: Employers - General Correspondence
Employment Development Department
Taxpayer Assistance Center
P.O. Box 826880
Sacramento, CA 94280-0001
Phone NumbersPayroll Tax Assistance (General Questions)
888-745-3886 (0 for representative)
Employers Outside US and Canada
916-464-3502
FSET Help Line (Efile or Epay Questions)
866-592-1651
CA EDD EFT Helpline (Notices or Specific Payment Status)
916-654-9130
e-Services for Business Assistance
855-866-2657
Support Emailtaxcomm@edd.ca.gov
Support Website URLhttps://askedd.edd.ca.gov/asp/frmEDDCOMM.aspx
Agency Website URLhttp://www.edd.ca.gov/
Agency Info Effective DateOct 1, 2014
Agency Account Number Formats
Account Number NameCA Employment Development Dept Employer Acct No.
QuickBooks Employer Account Number Format(s)999-9999-9 or 999 9999 9
Account Number Effective DateJan 1, 2008
Agency Tax Rate Detail
Employee Rates
Fixed Rate0.9%
Rate Effective DateJan 1, 2015
Employee Wage Base
Wage Base Amount$104,378.00
Wage Base Effective DateJan 1, 2015
Agency Tax Payment Details
Tax Payment NameCA Withholding and Disability Insurance
Last Verified DateDec 29, 2014

California E-file & Pay

Electronic Form Requirement Detail
Form IDView Link
DE 91 of 2
2 of 2


DE 9C 1 of 2
2 of 2
DE341 of 2
2 of 2
DE881 of 2
2 of 2


Employer Registration

California Withholding Tax 
How does the agency prefer the employer to register?Online
Where can I find out more about the agency process for registration?http://www.edd.ca.gov/Payroll_Taxes/Am_I_Required_to_Register_as_an_Employer.htm#registration
Is there a registration fee?No
What is the name of the form to use for registration?DE-1 Registration Form for Commercial Employers
What is the link to the form for registration?https://eddservices.edd.ca.gov/tap/secure/ezreg
Additional information about the registration for this state.Client can register online and upon successful registration, receive a California employer account number and tax rate information immediately through EDD's Online Services. You may call (888) 745-3886 or your nearest Employment Tax Office to get a registration form. Client may also download a form at the link listed below. State prefers online registration.

Unemployment Insurance Tax
How does the agency prefer the employer to register?Online
Where can I find out more about the agency process for registration?https://eddservices.edd.ca.gov/
Is there a registration fee?No
What is the link to the form for registration?http://www.edd.ca.gov/Payroll_Taxes/Save_Time_and_Register_Online.htm
Additional information about the registration for this state.Client can register online and upon successful registration, receive a California employer account number and tax rate information immediately through EDD's Online Services. You may call (888) 745-3886 or your nearest Employment Tax Office to get a registration form. Client may also download a form at the link listed below. State prefers online registration.

Registration by mail may take 10-14 days to process.


It is intended purely for educational/instructional purposes only. Source for California and other states.

 

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