Skip to main content
S
Sproxton
January 20, 2022
Question

PD7A and T4 Summary

  • January 20, 2022
  • 1 reply
  • 0 views
My PD7A and my T4 Summary are not matching. My PD7A seems to be inluding non-taxable benefits in the totals. As an example - I have set up a Employee Relations Addition as a payroll item to re-imburse employees for an expense they have paid out of pocket. I have set this up that it does not track to any tax lines and clicked None in the taxable area. But it is still showing up in my totals when looking at my PD7A summary. How can I fix this? or change this?

1 reply

T
Trish_T
January 20, 2022

Hi Sproxton,

 

Welcome to Community!  It's essential that you're confident with the non-taxable reimbursements for employees.  QuickBooks is a powerful program to get your work done seamlessly.  I'd be happy to provide more information so you're on the right track.

 

I recommend reviewing the steps taken to set up the non-taxable payroll item as indicated here.  Should you require additional assistance, I suggest reaching out to your accountant.  If you don't have an accountant we can help you locate a ProAdvisor in your area.

 

If you have any other questions, feel free to reach back out.  We'd be glad to assist!

 

Terms & ConditionsAccessibility statement