How to pay Payroll Taxes through QuickBooks

Learn my best practices to pay payroll tax through QuickBooks.
Grab a piece of paper because I’m even going to show you how to pay them on EFTPS and EDD’s websites. 😊
Want to learn E-Pay instead: canduskampfer.com/epay-to-pay...
Looking for how to Pay Payroll Taxes for QuickBooks Online here's the video you'll need: • How to Pay Payroll Tax...
➡️ Print Payroll Summary
Go up to “Reports”
“Employees & Payroll”
“Payroll Summary”
Choose “Dates”
Go up to “Print”
“Report”
“Print Reports” screen will show
Under “Settings” tab, adjust the settings you want
Click “OK”
➡️ Print Payroll Liability Balances
Go up to “Reports”
“Employees & Payroll”
“Payroll Liability Balances”
Choose “Dates”
Go up to “Print”
“Report”
“Print Reports” screen will show
Under “Settings” tab, adjust the settings you want
Click “OK”
➡️ What to Highlight in Payroll Summary?
First color highlighter
Federal Withholding
Medicare Employee
Social Security
Medicare Company
Social Security Company
2nd color highlighter
CA - Withholding
CA - Disability Employee
CA - Unemployment Company
CA - Unemployment Training Tax
➡️ Processing Payments in QuickBooks
In the home screen, “Pay Liabilities”
“Create Custom Payments”
“Select Date Range For Liabilities” screen pop up will show
“Dates”
Click “OK”
Choose “Check Date”
Checkmark which taxes you want to pay
Checkmark “To be Printed” - if you want to print it
Click “Create”
Then it takes you to the checking account
Check if they are under “Payroll Liabilities” Tab, unless it’s a penalty. Penalty will be under “Expenses Tab”
Click “Save & Close”
➡️ Processing Payments in EFTPS Website
Login
Enter Tax Form Number
Select a Tax Form
Most Common Forms
All forms in Numeric order
Click “Next”
Choose your “Tax Type Selection”
Click “Next”
“Business Tax Payment”
“Payment Amount”
“Tax Period” (Qtr/Year your paying)
“Settlement Date”
Click “Next”
“Subcategory amounts”
“Social Security”
“Medicare”
“Tax Withholding”
Click “Next”
Verify all information
Click “Make Payment”
Print or Save as a PDF
➡️ EDD Website (State of California)
Login
Go down and click “Employment Tax”
Select the timeframe that you want
Click “Make a payment”
Choose “Payment Method”
Add “Amount”
“Confirm Amount”
Go down to “Schedule and Pay Date”
“Deposit Schedule”
“Pay Date”
“Deposit Amounts”
“Unemployment Insurance”
“Employment Training Tax”
“State Disability Insurance”
‘“Personal Income Tax”
“Plus”
“Penalty”
“Interest”
Click “Submit”
Click “OK” to confirm
Click “Print”
After printing, click “OK”
“Logout”
Need to learn more areas of QuickBooks? Join us on our next workshop to learn how to design QuickBooks for your specific business...
➡️ CandusKampfer.com/workshop
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Subscribe here for more QuickBooks tips
➡️ kzread.info...
Timestamps:
0:00 - Intro
0:13 - Verify reports
6:14 - Process payments in QuickBooks
9:50 - Pay in EFTPS Website
18:04 - Final Thoughts
I’d love to connect with you 👇
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Пікірлер: 86

  • @ETOEstate
    @ETOEstate6 жыл бұрын

    Thank you. Your videos are very quick and to the point. You're answering the questions with clear video and highlighting just the parts I need to focus on. Great refreshers!

  • @fedaderweesh1236
    @fedaderweesh12367 жыл бұрын

    Sooo Glad I found your videos, very informative! please keep posting.thank you Candus

  • @MsDocWats
    @MsDocWats7 жыл бұрын

    Very helpful! also to confirm that I'm doing things correctly. I want to start filing quarterly reports myself and I'm looking forward to knowing that information also.

  • @erinaultman463
    @erinaultman4635 жыл бұрын

    Great video, so easy to follow and understand! Thank you!!!

  • @CandusKampfer

    @CandusKampfer

    5 жыл бұрын

    Yay! Glad it helped you Erin! Elaine Team Candus

  • @gabrielsabbs2480
    @gabrielsabbs24805 жыл бұрын

    Thanks a lot, your video was very helpful to me.

  • @CandusKampfer

    @CandusKampfer

    5 жыл бұрын

    Yay! Glad it helped you Gabriel! Elaine Team Candus

  • @desireezhu8240
    @desireezhu82406 жыл бұрын

    Hi Candus, I wonder how you record the tax liability refund to the payroll account? Thanks!

  • @maryhilker7526
    @maryhilker75265 жыл бұрын

    Wow, this was so helpful! Thank you!

  • @CandusKampfer

    @CandusKampfer

    5 жыл бұрын

    Yay! Glad it helped you Mary! Elaine - Team Candus

  • @muhammadishtiaq6789
    @muhammadishtiaq67896 жыл бұрын

    Gr8 Video and very informative.

  • @jennifervalles2978
    @jennifervalles29786 жыл бұрын

    very very helpful, youre awesome!

  • @mistyreimer7817
    @mistyreimer78176 жыл бұрын

    do you have a video on after the fact - payroll... should that be used if you paid payroll by bank draft rather than just entering it in your check run?

  • @Chas5971
    @Chas59717 жыл бұрын

    Candus do you offer a video how to process employees paychecks through Quickbooks 2015?

  • @lilianachavez9284
    @lilianachavez92846 жыл бұрын

    Super helpful!

  • @drtoup
    @drtoup5 жыл бұрын

    Really useful. For some reason, my payroll liabilities stopped showing up. I wasn't aware of the ability to create a custom payment...THANK YOU!!!

  • @CandusKampfer

    @CandusKampfer

    5 жыл бұрын

    Yay! Glad it helped you Leo! Elaine Team Candus

  • @officialsameerkhan
    @officialsameerkhan Жыл бұрын

    Thank you. Its really helpful for me.

  • @CandusKampfer

    @CandusKampfer

    Жыл бұрын

    Hi Sameer, Glad it helped you. Have an amazing day! Kindra ~ Team Candus P.S. We’d love to connect with you! Find us on ↓ Instagram: instagram.com/candus.kampfer Facebook: facebook.com/CandusKampfer TikTok: www.tiktok.com/@canduskampfer

  • @nazers92CSP
    @nazers92CSP4 жыл бұрын

    Thank you for this tutorial!

  • @CandusKampfer

    @CandusKampfer

    4 жыл бұрын

    Glad it was helpful 🙂 P.S. If you would like to follow her on Facebook click here: facebook.com/CandusKampfer/ Elaine - Team Candus

  • @tonygolewski5367
    @tonygolewski53676 жыл бұрын

    Is there a Written copy available to fellow step by step, I"m Verry new at this

  • @mariafernandasanchez6459
    @mariafernandasanchez64594 жыл бұрын

    Great Video. You are awesome, clear explanation.

  • @CandusKampfer

    @CandusKampfer

    4 жыл бұрын

    Yay! Glad it was helpful Maria 🙂 If you would like to follow her, click the links below. Facebook: facebook.com/CandusKampfer/ Instagram: instagram.com/candus.kampfer Have an amazing day! Elaine - Team Candus

  • @tejasamin2470
    @tejasamin24703 жыл бұрын

    I like this videos and I understand how to do step by step EFTPS and state

  • @CandusKampfer

    @CandusKampfer

    3 жыл бұрын

    Hi Tejas, I'm glad it helped you. :) Have an amazing day! McKenzie ~ Team Candus P.S. We’d love to connect with you find us on ↓ Instagram: instagram.com/candus.kampfer Facebook: facebook.com/CandusKampfer

  • @carolsles
    @carolsles2 жыл бұрын

    merry xmas - i came across your vedio - great and well explain….thanks for sharing this

  • @CandusKampfer

    @CandusKampfer

    2 жыл бұрын

    Merry Christmas and thank you very much!

  • @aloknayakin
    @aloknayakin6 жыл бұрын

    Really it's awesome like keep posted

  • @mwoods22
    @mwoods224 жыл бұрын

    The perfect tutorial. Thank you! I love KZread University.

  • @CandusKampfer

    @CandusKampfer

    4 жыл бұрын

    Glad you enjoy it! 🤗 If you would like to follow her on Facebook click here: facebook.com/CandusKampfer/ Elaine - Team Candus

  • @brianrudolph3594
    @brianrudolph35942 жыл бұрын

    Great instructional video! Thank you and I just subscribed! Question: Do you have your General Bank Account or Payroll Bank Account linked with EFTPS and the State? I’m setting up my online services now along with the bank accounts for paying taxes.

  • @CandusKampfer

    @CandusKampfer

    2 жыл бұрын

    Hi Brian, Yes, EFTPS requires a bank account linked to your log in details. FYI, the pin number for EFTPS is linked with your bank account. If you would like to learn more about QuickBooks, we will be hosting special workshops in January. You can add your contact information here: canduskampfer.com/training Have a great day! Ireland Team Candus P.S. We’d love to connect with you! Find us on ↓ Instagram: instagram.com/candus.kampfer Facebook: facebook.com/CandusKampfer

  • @csjimenez3536
    @csjimenez35365 жыл бұрын

    Hi Candus, what if there is a warning on the EDD website after I have put my totals in the Payment amounts? The warning states that PIT is typically greater than the SDI amount. If your amounts are correct, please proceed. What is your advise?

  • @CandusKampfer

    @CandusKampfer

    5 жыл бұрын

    Sound like its warning you the state income is less than your disability. As long as you verify the amounts against the reports then you are fine.

  • @natalieroberson
    @natalieroberson5 ай бұрын

    Hello! Thank you for the video. How do we process the 940 form?

  • @CandusKampfer

    @CandusKampfer

    4 ай бұрын

    Hi Natalie, Sorry we missed your question! We do have a training on how to file for your 940 form. If you're still needing support with that, please email us at support@canduskampfer.com Have a great day, Samantha, Team Candus

  • @vettesgrls2
    @vettesgrls25 жыл бұрын

    hi Candice is there a reason we can not pay the state taxes through eft the same way we pay the 941? Is going to the EDD website better to pay these taxes?

  • @CandusKampfer

    @CandusKampfer

    5 жыл бұрын

    Yes Yevette, I do teach how to pay from inside QB for both IRS and EDD inside my Quarterly and Year End Forms course. It save lots of time I highly recommend it. I wasn’t doing that when I originally created this video.

  • @tonyguzman674
    @tonyguzman6742 жыл бұрын

    Hello Candus, I really need help with my California state taxes. I use quick books, but I didn't input my California ID account number for like the first 4 payroll taxes. I was suppose to manually do them instead of quick books electronically do them. Quick books did them for me but did not pay them, can you please help with this or some advice?? Thank you

  • @CandusKampfer

    @CandusKampfer

    2 жыл бұрын

    Hi Tony, If you didn't pay through E-Pay you would need to log into the EDD website and pay them through their system. I do have a program that teaches Payroll and taxes. You can reach out to my team to find out more: support@canduskampfer.com Candus

  • @MusicList-rl9yu
    @MusicList-rl9yu10 ай бұрын

    Hi Candus, Quickbooks Timesheets has both billable & hidden columns. If the hidden column has a check mark, where do these hours go? Is there a report that shows the history of timesheet hours when hidden? Can the billable hours and it's history be viewed after being hidden?

  • @CandusKampfer

    @CandusKampfer

    10 ай бұрын

    Thank you for watching our videos 😊 I will add your question to the list Candus uses to create new QuickBooks tips each month. If you haven't already joined our weekly QB Tips & Tricks, click here to join and we'll send you our tips straight to your inbox: canduskampfer.com/weeklytips Have a great day! Sam ~ Team Candus P.S. We’d love to connect with you! Find us on ↓ Instagram: instagram.com/candus.kampfer Facebook: facebook.com/CandusKampfer TikTok: www.tiktok.com/@canduskampfer Pinterest: pinterest.com/canduskampfer/

  • @kevinking1446
    @kevinking14462 жыл бұрын

    Hi, I've got a question about entering employee tax info (specifically) the newest W-4 into Quickbooks. I've got a situation where an employee is filling "married filing jointly" and then for the claim dependents he put done $2500.00 So now when I'm running payroll for this employee it doesn't show that it is taking out any Federal taxes. Mind you, he is only been with the company for 4 payrolls so far (we pay weekly). So is this happening because he has not met the wage threshold? Do you have a video showing how to enter this information for an employee? I don't think I'm doing it wrong and I don't want them to end up having to owe a ton in taxes when they file next year. This isn't happening with everyone. I appreciate your help in advance.

  • @CandusKampfer

    @CandusKampfer

    2 жыл бұрын

    Hi Kevin, Here is a resource that can help you, we don’t have a video on it. quickbooks.intuit.com/learn-support/en-us/employees-and-payroll/how-do-you-input-the-new-w4-for-2020-information-for-the/00/447510 If you would like to learn more about QuickBooks, we will be hosting special workshops in March. You can add your contact information here: canduskampfer.com/training Have a great day! Ireland Team Candus P.S. We’d love to connect with you! Find us on ↓ Instagram: instagram.com/candus.kampfer Facebook: facebook.com/CandusKampfer

  • @richardschelsteder5645
    @richardschelsteder56452 жыл бұрын

    Hello Candus, I printed our payroll checks and I forgot to add a new employee. Is there away to go and just print the new employee's chec?

  • @CandusKampfer

    @CandusKampfer

    2 жыл бұрын

    Hi Richard, Thank you for reaching out to us! Here are all of the free videos we have on checks: kzread.infosearch?query=check I hope this helps! McKenzie ~ Team Candus P.S. We’d love to connect with you find us on ↓ Instagram: instagram.com/candus.kampfer Facebook: facebook.com/CandusKampfer

  • @tejasamin2470
    @tejasamin24702 жыл бұрын

    If I have any business and put a deposit in my bank every week, so what line should I put a deposit in from 941

  • @CandusKampfer

    @CandusKampfer

    2 жыл бұрын

    Hi Tejas, Thank you for watching our videos! I will add your question to the list Candus uses to create new QuickBooks tips each month. If you haven't already joined our weekly QB Tips & Tricks, click here to join and we'll send you our tips straight to your inbox: canduskampfer.com/weeklytips/ Have a great day! McKenzie Team Candus P.S. We’d love to connect with you! Find us on ↓ Instagram: instagram.com/candus.kampfer Facebook: facebook.com/CandusKampfer

  • @rosemassengale8307
    @rosemassengale83072 жыл бұрын

    My Payroll Summary report shows all the deductions for employees and employer, but the Payroll Liability Balance is missing some of the deductions. Why is that?

  • @CandusKampfer

    @CandusKampfer

    2 жыл бұрын

    Hi Rose, Candus doesn't offer private sessions but does help with Q&A for her community. I will add your question to the list Candus uses to create new QuickBooks tips each month. Have a great day! Kindra ~ Team Candus P.S. We’d love to connect with you! Find us on ↓ Instagram: instagram.com/candus.kampfer Facebook: facebook.com/CandusKampfer TikTok: www.tiktok.com/@canduskampfer

  • @user-wl4fb5qh9w
    @user-wl4fb5qh9w2 жыл бұрын

    Quick question -- if the CA employment training taxes is under $7,000.00 we should not pay for the end of the year? Thanks

  • @CandusKampfer

    @CandusKampfer

    2 жыл бұрын

    It's $500 or paid at the end of the year. Candus

  • @user-wl4fb5qh9w

    @user-wl4fb5qh9w

    2 жыл бұрын

    @@CandusKampfer Under $100.00 for the end of the year. Thanks

  • @mme9754
    @mme97545 жыл бұрын

    I noticed in federal report you did not add both federal amounts obviously one was at zero but for example in my report both of my federals have an amount. Does this mean I add both to help sum up my total?

  • @CandusKampfer

    @CandusKampfer

    5 жыл бұрын

    Marilyn, Thank you for reaching out to us! Due to the large volume of comments and emails, we receive daily, Candus isn’t able to respond to all of them any longer. We will add your question to our future tip requests. Please join the weekly tips and tricks to be notified when your question is answered. canduskampfer.com/tips Have an amazing day! Elaine Team Candus

  • @CandusKampfer

    @CandusKampfer

    5 жыл бұрын

    When you say "federal accounts", which tax are you talking about? Federal withholding and Federal Unemployment? Remember 941 and 940 are different forms.

  • @sunnykumarize
    @sunnykumarize2 жыл бұрын

    very nice video

  • @CandusKampfer

    @CandusKampfer

    2 жыл бұрын

    Thank you so much!

  • @kathystallings5737
    @kathystallings5737 Жыл бұрын

    When a direct deposit doesn’t go thru, how do I correct in my bookkeeping?

  • @CandusKampfer

    @CandusKampfer

    Жыл бұрын

    Hi Kathy, Thank you for watching our videos. 😊 I will add your question to the list Candus uses to create new QuickBooks tips each month. The best possible way for you to receive support from Candus is to register for and attend her workshop. Here is the link to register to attend: canduskampfer.com/workshop Have a great day! Kindra ~ Team Candus P.S. We’d love to connect with you! Find us on ↓ Instagram: instagram.com/candus.kampfer Facebook: facebook.com/CandusKampfer TikTok: www.tiktok.com/@canduskampfer

  • @davidchow5531
    @davidchow55314 жыл бұрын

    Thanks. Can you send the update info to me

  • @alegriaservices1597
    @alegriaservices15977 жыл бұрын

    Do you offer Payroll Seminar?

  • @alegriaservices1597

    @alegriaservices1597

    7 жыл бұрын

    I am interesting on complete seminar for learn how to process payroll

  • @alegriaservices1597

    @alegriaservices1597

    7 жыл бұрын

    I am going to start doing payroll I am a bookkeeper in California but my clients ask me for payroll and I want to include payroll on my services

  • @tejasamin2470
    @tejasamin24702 жыл бұрын

    Can I do an online workshop because I am living in Michigan

  • @CandusKampfer

    @CandusKampfer

    2 жыл бұрын

    Tejas, Yes, it's an online class. Have a great day! Candus

  • @tejasamin2470
    @tejasamin24702 жыл бұрын

    How do I practice QuickBooks? Does anybody know?

  • @CandusKampfer

    @CandusKampfer

    2 жыл бұрын

    Hi Tejas, Thank you for watching our videos :) The best way to "Practice QuickBooks" is to either create a sample file. If you're online you can go to qbo.intuit.com/redir/testdrive and use intuits test drive. Here is a video on how to use a sample file: kzread.info/dash/bejne/ioqqpNCvea_Jd9Y.html Have an amazing day! McKenzie ~ Team Candus P.S. We’d love to connect with you find us on ↓ Instagram: instagram.com/candus.kampfer Facebook: facebook.com/CandusKampfer

  • @tejasamin2470
    @tejasamin24702 жыл бұрын

    Are you doing Webniars?

  • @CandusKampfer

    @CandusKampfer

    2 жыл бұрын

    Hello Tejas Amin, I do have my customize QB workshop available. Here’s the link to register: CandusKampfer.com/workshop Have a great day! Candus

  • @raulruiz1818
    @raulruiz18184 жыл бұрын

    what if your totaled numbers dont add up to quickbooks totals?

  • @CandusKampfer

    @CandusKampfer

    4 жыл бұрын

    Hi Raul, Thank you for reaching out to us! Due to the large volume of comments and emails, we receive daily, Candus isn’t able to respond to all of them any longer. We will add your question to our future tip requests. Please join the weekly tips and tricks to be notified when your question is answered. canduskampfer.com/tips If you would like to follow her on Facebook click here: facebook.com/CandusKampfer/ Have an amazing day :) Elaine - Team Candus

  • @CandusKampfer

    @CandusKampfer

    4 жыл бұрын

    Raul, which report doesn't match? Liability is what you owe based on payments. The payroll summary is what you processed on the paychecks.

  • @raulruiz1818

    @raulruiz1818

    4 жыл бұрын

    @@CandusKampfer My Summary does not match the total QB says is due. I will pay what is on our summary thank you.

  • @themechanicjojo
    @themechanicjojo3 жыл бұрын

    Can you update this?

  • @CandusKampfer

    @CandusKampfer

    3 жыл бұрын

    Hi, Can you please send us a complete detail of your question so that we can further help you? Have an amazing day, Ednalyn ~ Team Candus P.S. We’d love to connect with you find us at ↓ Instagram: instagram.com/candus.kampfer Facebook: facebook.com/CandusKampfer

  • @breakyoselffool
    @breakyoselffool3 жыл бұрын

    Why do u pay on quickbooks and then on the actual website ?

  • @CandusKampfer

    @CandusKampfer

    3 жыл бұрын

    In this video we are sharing how to pay through the site and then adding into QB for tracking. You can also pay straight through epay. Here’s a video if you want epay: canduskampfer.com/epay-to-pay-payroll-taxes-in-quickbooks/

  • @mariabuenrostro9439
    @mariabuenrostro94395 жыл бұрын

    you lost me at :30

  • @CandusKampfer

    @CandusKampfer

    5 жыл бұрын

    Hi Alberto, Thanks for your question, I've added it to our list. Once a month, Candus picks the top 10 questions and answers them Live on her FB page. If you haven't subscribed to Candus's Tips & Tricks yet, here is the link to join: canduskampfer.com/tips we'll send a reminder for her next Live top 10 answers. If you would like to follow her on Facebook click here: facebook.com/CandusKampfer/ Thank you for being part of Candus' community! Elaine - Team Candus P.S. If you need help with QuickBooks, join her Getting Started with QuickBooks workshop, here is the link to save your seat: canduskampfer.com/getting-started/