Intuit QuickBooks Assisted Payroll Support

Frequently Asked Questions About Step 4

• Do I have to set up default information for employees?
• What information do I need to know to set up employees?
• How do I set up several employees at one time?
• When I set up employees, where does the prefilled information come from?

Do I have to set up default information for employees?

No, setting up default information is optional. However, if you have several employees to set up, the default information will save you time because the usual information will be prefilled when you start to set up an employee.

For example, if your employees all work in the same state, the state taxes will be prefilled and you'll only have to select the employee's filing status and other unique setup information. If the defaults don't apply to all employees, you can change the prefilled information when setting up an employee.

If you choose not to enter default information now, click Continue.

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What information do I need to know to set up employees?

For each employee you set up, here's what you should know. Refer to the employee's personnel and payroll records.

• General employee info: Know the legal name and address (for tax forms), social security number, date of hire, date of release (if no longer employed).
• Compensation: If the employee is paid according to the hours worked, know the hourly rate or rates. If the employee is paid a fixed amount, know the current annual salary (if necessary, calculate it from a monthly salary). Know any other types of regular compensation, such as tips or commission. Know how often the employee is paid (affects tax calculations on paychecks).
• Benefits: Know which company benefits affect the employee's paycheck (for example, employee-paid insurance, taxable company-paid benefits, any benefit calculated as a percentage of gross).
• Other payments and deductions: Know whether the employee has any other payments or deductions, such as union dues or child support garnishments.
• Payroll taxes: Know which payroll taxes the employee is subject to, whether the tax is deducted or is an expense to the company. For income tax withholding, have the employee's federal and state withholding certificates so you can set up according to the certificates.
• Sick and vacation time: If your company offers paid sick and vacation time, know how many hours of each the employee has remaining, and how it accrues (at beginning of year or with each paycheck).

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How do I set up several employees at one time?

After you click Add Employee, the New Employee appears. When you have entered all the information for one employee, click Next (not OK) at the New Employee window. QuickBooks saves the information you entered and keeps the window open so you can set up another employee.

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When I set up employees, where does the prefilled information come from?

Prefilled information (for example, types of compensation, benefits, state taxes, sick and vacation accrual) comes from the employee defaults.

You may have set up employee defaults at the end of the payroll setup interview step for setting up company information.

If there is no prefilled information, employee defaults have not been set up. To set them up, click Cancel until you return to the list of payroll setup steps. Then click the step about setting up company information.

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