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MichelleMM1
February 23, 2021
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Payroll Summary Report by Class in QuickBooks Desktop Pro

  • February 23, 2021
  • 2 replies
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Hello everyone,

I am running my payroll summary by class so that when I make a federal deposit I can properly allocate the payment to the correct class.  When I run the summary there is no Federal Withholding on the report including no other employee taxes withheld.  I have the filters set to include all accounts, all payroll items, all classes and all employees.  I am running QuickBooks Desktop Pro 2020.  I am including a snip of the report with the accounts that show.  I am not sure if this is important but I run the report weekly for federal deposits.  Thanks!  Michelle

 

    Best answer by john-pero

    Two things.

     

    When you run payroll, and have assigned time by class, the employer taxes are already allocated to the appropriate class when the liability is created at the time of payroll. This is what you see when you run the report. When you pay the gummint you are merely paying down a short term liability and if you were to break down the payment itself additionally by class you will double post by class.

     

    The other thing, when you run payroll and assign any hours by class you are assigning GROSS WAGE, which includes ALL employee withholdings and no further action is required.

     

    The end result is whatever you are doing in running those reports AND adjusting the recording of the payments is unnecessary and may even be detrimental to your books - take that recovered timeslot each week and have an extra cup of coffee

    2 replies

    john-pero
    john-peroAnswer
    February 23, 2021

    Two things.

     

    When you run payroll, and have assigned time by class, the employer taxes are already allocated to the appropriate class when the liability is created at the time of payroll. This is what you see when you run the report. When you pay the gummint you are merely paying down a short term liability and if you were to break down the payment itself additionally by class you will double post by class.

     

    The other thing, when you run payroll and assign any hours by class you are assigning GROSS WAGE, which includes ALL employee withholdings and no further action is required.

     

    The end result is whatever you are doing in running those reports AND adjusting the recording of the payments is unnecessary and may even be detrimental to your books - take that recovered timeslot each week and have an extra cup of coffee

    M
    MichelleMM1Author
    February 23, 2021

    Fantastic, I had a feeling I was overthinking the process!  Your explanation brings it into perspective.  Enjoying my extra cup of coffee right now!  Thank you for the help John.

      Candice C
      Candice C
      February 23, 2021

      Good morning, @MichelleMM1. 

       

      It's great to see you back in the Community. Let's work together to get this problem handled with your Payroll Summary report. 

       

      Federal Withholding is included in the report and should show properly. With that being said, let's try a few basic troubleshooting steps to help eliminate any glitches that may be occurring in the system. Using our Verify and Rebuild Data tool will allow this information to appear in the report again. Don't worry. It only takes a few easy steps. Here's how: 

       

      Verify Data

       

      1. Choose the Window menu and hit the Close all option. 
      2. Go to the File menu. 
      3. Hover over Utilities. 
      4. Pick Verify Data. 

       

      Rebuild Data

       

      1. Go through steps 2-4. However, select Rebuild Data instead. 
      2. Press OK when prompted to backup your company file. 
      3. After the backup is finished, the Rebuild Data Utility will start. 
      4. Hit OK when you see this message: "Rebuild has completed."

       

      That's all there is to it. 

       

      Using this tool should do the trick to show you the Federal Withholding on your Payroll Summary report. If you have any trouble along the way, just let me know. I want to make sure that you're back on track. Have a great day!

      M
      michellecco
      May 5, 2021

      Thanks for posting this. I had the exact same problem. My payroll summary by class works for any date except this pay period. When I use 5/7/21 as the payroll date, the employee withholding taxes do not show up so it looks like everyone's net pay = gross pay. While I do not necessarily NEED the info reported, I would prefer the reports be accurate. Any other suggestions?

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