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BELS
January 25, 2023
Question

How do I setup Payroll deduction so that it appears on the payroll payment file?

  • January 25, 2023
  • 1 reply
  • 0 views
How do I setup Payroll deduction so that it appears on the payroll payment file for the bank?
I have added a deduction category (Pre-Tax) for Payroll Giving.
How/where do I setup the payment details for a deduction so that it is included on the payment file together with the wages?

1 reply

MaryLandT
MaryLandT
January 25, 2023

Hi there, BELS.

 

Let's add a payroll deduction category to show it on the payment file. If you're using QuickBooks Online Advanced Payroll, set up deduction categories to automatically deduct money from your employees' salaries.

 

Here's how to add a category.

 

  1. Go to Payroll.
  2. Under Payroll Settings, select Deduction Categories.
  3. Hit Add to create a new deduction category. 
  4. Enter the new deduction category name.
  5. Choose the pre-tax deduction.
  6. Add an external ID.
  7. Select the impact on National Minimum Wage/National Living Wage, then Save.
  8. Once done, assign it to your employees.

 

For your next step, check out this article: Add deductions categories in QuickBooks Online Advanced Payroll. It includes creating recurring deductions and checking their status.

 

If you're using QuickBooks Standard Online Payroll, the system currently supports after-tax deductions. I suggest consulting your accountant for assistance with how to set the item in QuickBooks.

 

Or switch your payroll subscription to use the pre-tax option. To do this, contact our Payroll Team so they can upgrade your plan. Here's how to contact them.

 

  1. Open your QuickBooks Account.
  2. At the top right, click the Help icon.
  3. Click Contact Us.
  4. Under What can we help you with?, enter your concern about the upgrading process.
  5. Click Let's Talk.
  6. Choose Start a chat or Get a callback from the next available expert.
  7. Select how you want to contact them and fill in the information.

 

Please check this article to see different information on how to get started with Advanced payroll and its features: QuickBooks Online Advanced Payroll Hub.

 

Know that you're always welcome to post if you have any other concerns. Wishing you and your business continued success. 

B
BELSAuthor
January 25, 2023

Hi and many thanks for you reply,

 

What you describe, I had already done, I've set up the deduction and applied it to the relevant employees. as in the QB guidance.

My question is for the next step, this deduction amount needs to be paid to somewhere, in my case to a charity.

When completing the pay-run I can download a Payment file to upload to my bank with all the payments. This deduction payment, however, isn't in the file!

As a matter of fact, it can't be, because I haven't entered into QB the bank details for it, as I can't find where to do this!

Please advise.

Nicole_N
Nicole_N
January 25, 2023

Thanks for getting back here, @BELS. I want to ensure that we fully address your concern. 

 

First off, make sure to check the Audit Report for a pay run. This report will display a summary of payments made in the chosen pay period.

 

Moreover, I suggest contacting our support team so you will know how to record your payments accurately. 

 

Here's how to reach them:

 

  1. Click the Help menu in the upper-right-hand corner.
  2. Type in Talk to a human, then press Enter.
  3. Look for I still need a human and click on it.
  4. Click Get help from a human or Contact Support Team.
  5. Select between Send a message, Schedule an appointment, or Get a callback.

 

Please ensure to review their support hours to know when agents are available. This way, you can contact them at a time that is convenient for you.

 

You can visit this article to learn how to set up and schedule your payroll to run automatically: Setting up automated pay schedules in QuickBooks Online.

 

Let me know in the comment below if you have other questions. I'd be around to help. Take care and have a good one!

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