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Change payroll information for an employee (QuickBooks Assisted Payroll)

If you use Assisted Payroll, it's important to understand what employee information you can change and when those changes become effective.

  • Employee information you can change at any time:

    Legal Name, Date of Birth, Address, Earnings (items, rate, pay period), Class, Additions, Deductions, Company Contributions, Direct Deposit, Sick/Vacation, Allowances, Extra Withholding, Federal Filing Status, State Allowances, State Extra Withholding, State Filing Status, and State Estimated Deductions.

  • Changes that become effective the next pay period:

    State Worked, State Subject to Withholding, SUI, SDI, and Other Taxes.

  • Employee information you cannot change:

    Some employee information cannot be changed in QuickBooks. Please Go online contact the Assisted Payroll service if you need to change the exemption status of the following:

    • Social Security, Medicare, Advanced Earned Income Credit, and Federal Unemployment Tax (company paid).

      Note: Effective January 1, 2011, the option for AEIC payments has been eliminated. Individuals eligible for the EIC may still claim it on their personal income tax returns, but employers may no longer advance a portion of the credit with each paycheck.

    • Retroactive changes for earlier payrolls during the current year to State Worked, State Subject to Withholding, SUI, SDI, and Other Taxes.

    • Tax-exempt status

To do this task

  1. Click Employee Center.

  2. Click the Employee tab, if necessary.

  3. If the employee is already on the list, double-click the employee's name.

    or

    If the employee is not yet on the list, click New Employee at the top of the list.

  4. Click the Change tabs drop-down list and click Payroll and Compensation Info.

    • To add another payroll item for earnings, additions, deductions, and company contributions, use the Payroll Item list or the payroll setup interview.

    • To change tax withholding information, click Taxes, click the tab for that tax, enter the change, and click OK.

    • To change the amount, percentage, or annual limit for a payroll item, edit the Hourly/Annual Rate, Amount, or Limit field.

    • To insert a payroll item above another item, click the item name and then go to the Edit menu and click Insert Line.

    • To remove a payroll item, click the item name and then go to the Edit menu and click Delete Line.

  5. Click OK to record your changes.

See also

KB ID# H_PAY_CHG_EMP_PAYROLL_INFO_ASSTD
10/24/2014 9:15:09 PM
PPRDQSSWS406 9102 Pro 2013 dd621b