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Enter miscellaneous state or local payroll tax information
(employee defaults)

If most of your employees are subject to the same miscellaneous state or local taxes, you can add those taxes to the employee defaults. QuickBooks then prefills the taxes when you set up the payroll records for individual employees.

You need an "other" tax payroll item for each miscellaneous state or local tax you add to your employee default setup. If the payroll item for the tax you want is not listed, click from the drop-down list. When you have set up the "other" tax payroll item, QuickBooks returns you to the Taxes window.

Have you set up payroll items?

QuickBooks uses payroll items to track individual amounts on a paycheck and accumulate year-to-date wage and tax amounts for each employee. There are payroll items for compensation, taxes, other additions and deductions, and employer-paid expenses. You can assign these payroll items to different accounts as needed.

When the payroll feature is turned on, QuickBooks creates payroll items for federal taxes and advance EIC for you. To fully track your payroll, you may need to add more payroll items to the list. For example, you can add payroll items for state withholding, state disability, state unemployment, other state taxes, local taxes; employee deductions of any kind; additions (such as employee loans); commissions; and company-paid expenses (such as company-paid health insurance).

See also

To do this task

  1. Click Employee Center.

  2. Click Manage Employee Information at the top of the list and click Change New Employee Default Settings.

  3. Click the Taxes button and click the Other tab.

  4. Click the Item Name drop-down list and choose the tax you want to apply.

  5. Fill in the fields for this tax only if the information applies to most (or all) of your employees:

    • If you are not asked for the tax rate, QuickBooks already has the rate in its tax tables. You can receive regular payroll updates, which include current tax tables, when you subscribe to QuickBooks Payroll. To learn more about QuickBooks Payroll, display the QuickBooks Payroll web site.

      To do this task
      1. Click the Employees menu and then click Payroll. What if the menu item isn't there?

        You either already have an active QuickBooks Payroll subscription or have configured your company file to process your payroll manually, without a QuickBooks Payroll subscription. To learn about your payroll options in QuickBooks:

        • Go to the Employees menu, click My Payroll Service and click Change Payroll Service Options. (Skip step 2.)


        • Go to the Employees menu and click Payroll Service Options.

      2. Click Learn About Payroll Options.

    • If your employees are subject to taxes for different counties, cities, or school districts, you can customize the information when you set up the payroll tax information for each employee.

      For additional information that will help you fill in the fields, go to the Go onlinePayroll Tax Compliance page.

  6. If most employees are subject to a second miscellaneous state or local tax, choose a second tax on the next line. Fill in the fields only if the information applies to most or all of your employees. Click the name of the tax to display the fields for the tax.

  7. Do one of the following:

    • To continue entering tax information, click either the Federal or the State tab.

    • If you have no more tax information to enter, click OK to return to the Employee Defaults window.

See also

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