Skip to main content
April 3, 2021
Question

How do I update a payroll tax withdrawal date after it has already been created

  • April 3, 2021
  • 1 reply
  • 0 views
Original commenter did not share additional details

1 reply

JenoP
April 3, 2021

Payroll transactions can no longer be edited once saved or sent, me_souza87.

 

You'll need to delete the tax payment and recreate it with the correct withdrawal date.

 

Just make sure that the electronic payment has not been processed yet. Otherwise, we can no longer stop the transaction. Please take note that you can delete Federal tax payment two business days prior to the payment date, before 5pm PST. You can also check out this article on how the status of the transaction: Check E-filing or E-payment Status.

 

Then, follow these steps on how to delete the transaction:

 

  1. Go to the Taxes menu, then proceed to Payroll tax.
  2. Click View tax payments you have made under the Taxes section.
  3. Look for the tax payment. You can also change the date range if necessary.
  4. Click the drop-down list for View and Print Form drop-down, then select Delete. If you don't see delete, it means you cannot delete the payment. Contact us for assistance.
  5. Select Yes to confirm that you want to delete it.

 

Here's an article about this process for more details: Delete a Tax Payment.

 

Once done, process the payment again and make sure that it has the correct date of withdrawal. You can check out this additional article for additional reference: Get Answers to Your Payroll Tax Payment and Filing Questions.

 

I'd be glad to get back here if you have follow-up questions. We're always here to help. 

 

JenoP
April 6, 2021

Hi me_souza87,

 

Hope you’re doing great. I wanted to see how everything is going about changing the withdraw on date for your tax payment. Was it resolved? Do you need any additional help or clarification? If you do, just let me know. I’d be happy to help you at anytime.

 

Looking forward to your reply. Have a pleasant day ahead!

March 22, 2022

No, this payment was dated for 3/1 but it cleared the bank on 2/28 - this is throwing my bank rec out of balance.  I just need to know how to handle so I can finish my bank rec