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How to delete an item under "pay scheduled liabilities"

Forum|Forum|7 years ago
December 6, 2018
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There was a tax liability payment in my "pay scheduled liabilities" list. The amount was incorrect (too high) because a wc rate had not been changed. When I paid the liability, I changed the amount of the check to the correct amount so the remaining amount is still listed in "pay scheduled liabilities". I went to "related payment activities" and made an adjustment to that tax liability but the line item in "pay scheduled liabilities" did not go away. How can I delete it?

QuickBooks Desktop

Best answer by arkvalleyinfo

Found this in another article that removed my overdue status.

So you paid the liability using the "Pay Scheduled Liabilities" window, but there is a residual amount showing as due that you do not owe? If that is the case, here is one way to correct this: Go to your "Pay Scheduled Liabilities" window. Select the liability for payment and view the liability check. Click on the "Expenses" tab (to the left of the "Payroll Liabilities" tab). In the "amount" field, enter the (-) amount that you need to adjust the liability check to 0.00. For the "Account" use the "Payroll Expenses" account. Click on the "recalculate" button so the check amount is now adjusted to 0.00. Un-check the "to be printed" box and enter something meaningful to you as the Check # (like "Q4-ADJ"). Save and Close. This will clear your liability and adjust the expense account for any over or under accrual of the expense. I hope this helps. Let us know by clicking on the "This Solved my Question" button or posting back with more information. Thanks

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arkvalleyinfoAuthorAnswer

Found this in another article that removed my overdue status.

So you paid the liability using the "Pay Scheduled Liabilities" window, but there is a residual amount showing as due that you do not owe? If that is the case, here is one way to correct this: Go to your "Pay Scheduled Liabilities" window. Select the liability for payment and view the liability check. Click on the "Expenses" tab (to the left of the "Payroll Liabilities" tab). In the "amount" field, enter the (-) amount that you need to adjust the liability check to 0.00. For the "Account" use the "Payroll Expenses" account. Click on the "recalculate" button so the check amount is now adjusted to 0.00. Un-check the "to be printed" box and enter something meaningful to you as the Check # (like "Q4-ADJ"). Save and Close. This will clear your liability and adjust the expense account for any over or under accrual of the expense. I hope this helps. Let us know by clicking on the "This Solved my Question" button or posting back with more information. Thanks

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arkvalleyinfoAuthor

Brian thank you, thank you, thank you!!! Fantastic fix when all else failed!

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arkvalleyinfoAuthor

Brian's response solved my problem -- thank you Brian -- but I should have noticed it generated a check number, even though I choose not to print the check. I fixed it by opening and editing it in the check register.

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arkvalleyinfoAuthor

Thank you! I have had these amounts in my Pay Liabilities section for too long. I pay online but not through e-pay & the amounts were wrong. I had an accountant helping me with the correct amounts.

It is such a relief to finally know how to get rid of these!

Thank you!

qbteachmt

"Our prior accountant recorded the payment using a journal entry instead of the Payroll Liabilities feature so it's still showing past due. I would like to find a way to delete it from the Scheduled Liabilites list. There are several line items with the same issue."

JE and regular checks and Bills are always an error for paying liabilities.

You need to look at the account used in the JE, such as Expense or Liability.

Then, you will "reverse" that entry, like this:

Pay Liabilities, for how it should have been done, for each date and those payroll items that should have been that entry. Then, click on the Expenses tab, and using the negative trick here, post to the same account as the JE used. End with a 0 total check. Now the Payroll Liability should be cleared properly and the accounting data looks like this:

Expense or Liability from JE (the error) $x

Your Pay Liabilities correct method = $x

The Expenses tab for reversing the JE entry = -$x

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arkvalleyinfoAuthor

THANK YOU!!!

J

Jacuff

I need to remove a wage garnishment from our liablities as the employee is no longer employed here. How do I remove it?

MaryLandT

Thank for joining this thread, Jacuff.

Once a tax liability is set up from the payroll schedule, you're unable to remove it. Just make sure the garnishment liability has a zero amount in the system.

If you have other types of liabilities, such 401(k) contributions, health insurance, and dental insurance, you can remove them. Let me show you how to delete a scheduled payroll liability in QuickBooks Desktop:

Go to Employees, then select Payroll Center.
Click the Pay Liabilities tab.
Select Change Payment Method from the Other Activities drop-down list.
In the QuickBooks Payroll Setup window, select Benefit and Other Payments.
Select Schedule Payments, and double-click the payroll item to edit.
Under Payment Frequency, select the I don't need a regular payment schedule for this item option.
Select Finish, and click Finish again.

I've added this article: Run payroll liability balances report to get answers to questions about payroll liabilities.

Stay in touch with me if you need additional information. Just tag my name and I'll get back to you.

H

Holly31

Thanks so much! Haven't tried it yet because like everything else, I have to be in single user mode meaning kicking 5 people off during the workday. How annoying.The answer seems simple and will result in much less confusion.

S

S4121

I also have old tax liabilities that were paid online and somehow still showing up under "pay liabilities". I have tried putting a minus/negative amount in the expenses column to match the payroll liabilities that is flagged as overdue, as well as putting a zero in for the check amount, and unchecking the "to be printed", then making the check # say "EFT". It still won't take it because QB desktop wants an "account" associated with the negative expenses amount I am putting in.
What account should I use? One of my problem examples is using "local withholding" as the account the $$$ is supposed to come out of...

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AileneA

Hi there, S4121.

I'd be more than happy to help you settle the payment that is still showing as overdue in the Pay Liabilities tab.

Since you already made the adjustment to correct the amount that you should be paying for this specific tax, you'll just need to enter a prior payment. That way we can zero out the balance of the tax payment in the Pay Taxes and Liabilities tab. To know more about liability adjustment, please refer to this article: Adjust payroll liabilities.

Also, you need to ensure you use the same account after changes are made.

If you need additional references about payroll in the future, please feel free to access our site: Help articles for QuickBooks Desktop Payroll.

Keep me posted if you have other questions about liability adjustment. I'll be here to help however I can. Stay safe!

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