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Entering an effective date for payroll liability payments and adjustments

If you are updating data from QuickBooks 5.0 or earlier, you may have payroll liability payments or adjustments that do not have an effective date. As a result, QuickBooks doesn’t know which payroll tax forms to apply the liability payments and adjustments. You need to enter the date that these payments and adjustments affected your payroll taxes.

  1. Generate a payroll transaction detail report for this calendar year.

  2. Filter the report to show only payroll liability adjustments and payroll liability checks:

    1. Click Customize Report at the top of the report.

    2. Click the Filters tab.

    3. Select Transaction Type from the Filter scroll box.

    4. Click the Transaction Type drop-down list and choose Multiple Transaction Types.

    5. In the window that appears, select Payroll liability check and Liability adjustment.

    6. Click OK twice.

  3. On each liability adjustment, double-click to QuickZoom on the transaction.

    Either the Liability Adjustment window or the Prior Payments of Taxes and Liabilities window opens.

  4. In the Effective Date (or For Period Ending) field, enter the date that this adjustment took effect, and click OK.

  5. QuickZoom on each liability check. Enter the effective date in the Payments for payroll liabilities through field in the Liability Check window, and click OK.

  6. After you’ve entered effective dates for all liability payments and adjustments, continue processing your payroll tax forms.

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