I created policy in the Maine PFML and then wanted to change it. I created the new and added all the employees to the alternate. How do I delete the original?

I appreciate your proactive approach to managing your policies within QuickBooks Online (QBO) Payroll, Lisa. It appears you're creating a new Maine Paid Family and Medical Leave (PFML) following the state of Maine's latest implementation which will begin on January 1, 2025. Having a different PMFL can indeed clutter and provide potential confusion, and I understand the need to delete the previously created policy. I want to ensure that I provide the details of why the delete option is greyed out.

Please know that as of now, once the policy has been added, it can no longer be deleted even though it hasn't been used yet. You're already in the correct step of simply unassigning Maine employees from the previous policy and assigning them to the correct one. Rest assured that as long as the employees are assigned to the correct PMFL, it'll be the only policy that will be applied.

However, if you need to distinguish the new policy, consider creating a new one with a different name as a workaround. You can follow these steps:

1. Go to the Gear icon, and select Payroll settings.
2. Locate the Maine Tax section, and click the Pencil icon.
3. Under Maine Paid Family and Medical Leave Tax (PFML) Leave select Start.
4. Choose your coverage type and enter your Maine PFML account number. Then, Define Rates.
5. Type in the Policy Name and ensure adding keywords to differentiate it from the previous one.
6. Select the effective start date of the policy. 
7. Enter the percentages for you and your employees.
8. Select Save. Then, Save, and Done.
   

    

For more information, refer to this article: Set up and manage Maine Paid Family Leave.

For future reference, I'm adding this helpful guide if you need a reference before closing your books and preparing for a new one in QBO: Year-end guide for QuickBooks Online.

I hope the information I've provided above helps you in managing the PMFL policy you've set up in QBO Payroll. If you have any more questions or need further assistance, feel free to click on the Reply button. We're committed to offering ongoing support. Take care!