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Yogi
August 3, 2022
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Customizing Payroll Reports by Ohio school district

  • August 3, 2022
  • 1 reply
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I am doing after the fact payroll in Desktop for Accountants 2021. I need to run a report that shows amounts withheld by each Ohio School District in a given period. The standard reports show all districts together as one tax labelled Ohio School District. When reporting and paying this tax, Ohio expects a district by district breakdown. Surely there is a way to extract this information in a report.

Best answer by JenoP

Ohio School District withholding is a payroll item. When setting up an Ohio employee, QuickBooks asks if he is liable for this tax. If I mark yes, I then must record the district (as it shows on W2) and also the tax rate for that particular district. The input screen identifies this tax as a secondary local tax. The details that I input calculate withholdings correctly, but I can't see how to show them in a report. All the reports I have tried will only show the payroll item "Ohio School District Withholding" and not include the underlying breakdown by the district.


Thanks for always getting back here and for sharing more details. Allow me to join the conversion and help you get the information you need, Yogi.

 

QuickBooks uses the same payroll item for Ohio School District, regardless of the name used in the Print on W-2 as field. This is the reason why it's adding all districts into one single line when running payroll reports.  

 

You can use the Local Tax Summary report. This will give you a list of all local taxes per employee. It also has a column for Print on W2 as so you can get a breakdown of how much was calculated per district. Here's how: 

 

  1. Go to the Payroll Center and proceed to the File Forms tab.
  2. Click the Local Tax Summary under the Reports section. 
  3. Look for the Enable Content button when prompted to enable macros. 
  4. Select a report period date and choose Create Report. 

 

 

 

 

Please go to these articles to learn more details about this alternative option when running payroll reports: 

 

 

Let me know if you're able to get a breakdown of the amounts per school district tax. I'd be glad to offer my help if you need it again. 

1 reply

R
RCV
August 3, 2022

Thanks for checking in with us, Yogi.

 

In QuickBooks Desktop, we can customize the report that create a detailed custom report that lists each individual payroll item, the rate for each payroll item, and the total amount that has been paid to that payroll item (Ohio School District). Let me show you how: 

  1. Go to the Reports menu, then select Custom Reports.
  2. Choose Transaction Detail.
  3. Go to the Display tab and in the Columns section, deselect everything except Payroll Item, Qty, Sales Price, and Amount.
  4. Go to the Filters tab, then choose the filter for Account then from the drop-down, select the appropriate Payroll Expense Account/s. Choose Transaction Type then from the drop-down, choose Paycheck.
  5. Press OK.
  6. Enter the date range in the From and To fields.
  7. Tap Refresh.

 

We can also export the report to Excel to add columns to show the district breakdown amounts withheld by each Ohio School District. Here's an article you can refer to for more details about customizing payroll and employee reports. Check out these articles for future reference:

 

 

We'd be happy to hear any updates after performing the steps as we want to ensure this is resolved for you. Also if you have questions about running vendor reports, please add a reply below. I'd be happy to assist you further.

Y
YogiAuthor
August 4, 2022

This report did not return results because instruction said to filter Accounts by Payroll Expenses. Ohio School District Withholding is not an expense. I substituted Payroll Liabilities instead, and the report returned amounts but no Quantity or Sales Price. And still no distinction between the individual districts, which is the desired output. When setting up an employee for this withholding, there is a Y/N for OH School District; if Yes, then you enter the "as printed on W2" which specifies which district, and the tax rate is entered also. I see this is referred to as a secondary local tax. Again, I am posting paychecks manually (after-the-fact) and I am filing taxes manually. Not using a payroll subscription.

A
AileneA
August 4, 2022

Hello, Yogi. 

 

I'll make sure you're able to generate a transactions details report showing the Payroll Item, Qty, and Sales Price, in QuickBooks Desktop. 

 

I was able to replicate the report from my test account and view the Payroll Item, Qty, and Sales Price on the said report.(see the image below). 

 

 

 

We just have to ensure we modify the Display tab and in the Columns section to view the specific column we want to show on the report. 

 

Feel free to browse this reference for more information about customizing report: Customize reports  

 

Let me know if there’s anything else you need. I’ll be around to help. Wishing you the best!

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