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liz-heimerl-mine
May 25, 2021
Question

How do I change the quarter for prior payroll federal tax liability?

  • May 25, 2021
  • 1 reply
  • 0 views
I'm setting up QB Online with Core Payroll for a business which previously did its books manually. The business had one employee in 1st quarter and no payroll after that. After entering prior payroll amounts for the employee (gross wages, fed w/h, state w/h, SS, Medicare, net pay) in the interview portion of employee set-up, the federal tax liability was assigned to 2nd qtr. The state tax was put correctly into 1st qtr. How can I correct this?

1 reply

AlexV
AlexV
May 25, 2021

Hi liz-heimerl-mine!

 

Welcome to QuickBooks Community. Allow me to help you in setting up the payroll.

 

How it affects your data, like payroll liabilities, is based on how you enter your prior payroll info. In the interview part, make sure to select No for the Did you pay [employee] on or after April 1 section. That way, the pay stub details you entered will only be calculated for the first quarter. 

 

You can follow these steps on how to edit it.

  1. Go back to Payroll and select Employees.
  2. Click the employee's name.
  3. Scroll down and edit the How much did you pay [employee] so far this year? section.

 

Please note that you can only edit it if you haven't created any paychecks yet. If you run payroll already in QuickBooks Online, please reach out to our Payroll Experts so they can adjust it.

  1. Click the (?) Help icon and enter Talk to a human (then type it again when prompted).
  2. When asked by the bot, enter "Prior Payroll".
  3. Select I still need a human, then proceed with Contact us or Get help from a human.
  4. Choose either Chat or Callback.

 

For more details and your reference about tax filings, please check these links:

 

Do you have more questions? Leave a comment below and we'll respond as soon as we can.

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