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Scheduled payroll paychecks do not calculate any taxes and display: Special Calculation Situation

Problem Description

When running a Scheduled Payroll, payroll taxes are not calculating and the message "Special Calculation Situation" is displayed.

How to fix it
Intuit recommends more than one solution for this problem. The first solution may solve your problem, or you may need to try all of them to resolve the issue. For best results, perform the solutions in the order shown.             
 
Solution 1:  Rebuild data file
  1. This error can sometimes be resolved by running the Rebuild Data Utility within the company file.
  2. Try to create a paycheck.

Solution 2:  Revert/complete pending payroll

  1. Sometimes a payroll that has been started and not finished will not calculate correctly for an employee until it has been reverted or completed.  
  2. Try to create a paycheck.

Solution 3: Test Alternate Payroll Items

  1. Go to Employees > Employee Center.
  2. Double click on name of an affected employee.
  3. Click on Payroll Info.
  4. In Earnings window, change Item Name to a different payroll item (i.e. salary, sick time, etc.).
    1. If a different compensation item calculates, then the payroll compensation item might be corrupted.  See Solution 4 to test for this scenario.
    2. If an alternate compensation item does not calculate, attempt Solution 4, however duplicate the tax item itself NOT the compensation item.

Solution 4: Duplicate the Payroll Item

  1. Create a duplicate payroll item.  Ensure new name is slightly different than original name.
  2. Assign it to an affected employee (see Solution 3).
  3. Try to create a paycheck.
    1. If the new item calculates, merge the old and new items together.
    2. Try to create a paycheck to make sure it still calculates after the merge.

Note - certain payroll items such as State Unemployment, FICA or other items where the setup is defined through payroll updates cannot be duplicated.  For these items, running Payroll Checkup should resolve the issue.

Solution 5: Run a Payroll Checkup

The Payroll Checkup will examine each facet of the payroll configuration starting at the employee level all the way through the actual paycheck calculations.  This tool is extremely useful  as it will identify missing information as well as check the year to date calculations to identify any adjustments that should bring the payroll to an accurate state.

  1. Make sure the file is in Single User Mode (File > Switch to Single User Mode).
  2. Go to Employees > My Payroll Service > Run Payroll Checkup.

Note: The Payroll Checkup will not let you proceed to subsequent sections if it encounters required missing information. Look for exclamation marks and caution signs to identify other possible issues.

  1. If the item is still not calculating after Payroll Checkup, attempt Solution 6 (especially if the issue is narrowed to one or more employees specifically).

Solution 6:  Create new employee

  1. Create a new employee with the same setup.  Ensure name is slightly different from original, this can be edited later if necessary.
  2. Try creating a paycheck.
  3. If the new employee calculates correctly, update the new employee with their year to date information
  4. Make the old employee inactive as the employee record itself is most likely corrupted.

 

If these solutions don't resolve the issue, you can read discussions and post messages and questions relating to your issue on the Intuit QuickBooks Community site for free. You can contact an agent for additional guidance. Fees may apply.

 

KB ID# GEN80125
10/23/2014 8:06:54 AM
PPRDQSSWS406 9102 Pro 2013 8460ba