For QuickBooks users with Full-service Payroll (Core, Premium or Elite), a recent change not gives you added options and more flexibility to make changes to employee tax information within QuickBooks without having to get help from customer service.
You can change an employee’s tax exemptions, and also update an employee’s local tax settings.
To change an Employee’s Tax Exemptions:
- Select Payroll from the left hand menu bar, then Employees
- Select the Employee’s Name from your team member list to edit.
- Your employee’s local tax settings are in What are [Employee’s] withholdings?
- Select Tax Exemptions
- The section will expand and show you the options you can choose from.
- Make the appropriate changes.
- Be certain to Save any changes you make.
To make a change to an Employee’s Local Tax Settings:
- Select Payroll from the left hand menu bar, then Employees
- Select the Employee’s Name from your team member list to edit.
- Your employee’s local tax settings are in What are [Employee’s] withholdings?
- Select Local Taxes
- Select the Edit location link if you don’t see the applicable local taxes you are looking for.
- Make the appropriate changes.
- Be certain to Save any changes you make.
Having the ability of making these changes also gives you the responsibility of making them correctly. Be certain that the changes you make are appropriate to the employee’s tax situation(s).
Acknowledgement:
Graphics courtesy of Intuit.