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    Set up or change Oregon Worker Benefit Fund (OR WBF)

    Article ID: 1000255

    Overview

    The Oregon Worker Benefit Fund (OR WBF) is an hourly tracked other tax that is different from Oregon Workers Compensation. It is automatically added by payroll, but requires a manual entry of the "worker's assessment rate" for each employee and company rate. This article explains how to set up or change the OR WBF in QuickBooks.

    • There are new rates effective April 1st 2013.
    • For Agency information click here.

    Assumptions

    Your company is subject to this surcharge assessment.

    Expected Outcome

    You will set up or change your company and employee rates correctly.

    Details

    In QuickBooks if you need to "set up" or change the OR WBF you set it up as an Other Tax, so you must set up or change the assessment rates for both company and employee.

    Effective April 1, 2013, the rates for Oregon Worker Benefit Fund (OR WBF) are changing.

    The rate structure for April 1st, 2013 going forward is:
    • Total rate 3.3 cents per hour
      • Employer rate if the employer pays half 1.7 cents per hour
      • Employee rate if employee pays half 1.6 cents per hour
      • For example, if the total liability is 3.3 cents per hour, shared evenly between the employee and company, then OR - WBF Assessment Emp would be .016 and OR - WBF Assessment Comp would be .017.

    Although you cannot edit this payroll item from the Payroll Item List, you can add and/or change the rate by editing the employee's payroll and compensation information:

    In the Employee Center, double-click on the employee's name. The Edit Employee window opens.

    Click the Change Tabs drop-down arrow and select Payroll and Compensation Info. In QuickBooks 2013: click Payroll Info tab.

    Click the Taxes button to display the Federal, State and Other tabs.

    Click the Other tab and click the OR WBF tax.

    Enter the applicable OR WBF tax rates for the employee and company in the OR - WBF Assessment Emp and OR - WBF Assessment Comp fields. To do this, see steps below:

    To enter the rate for each item:
    1. Click on the OR - WBF Assessment Emp so that it is highlighted.
    2. The field for Worker's Assessment rate for the employee rate will appear.
    3. Enter the employee rate.
    4. Click the WBF Assessment Comp item so that it is highlighted.
    5. The field for Worker's Assessment rate for the company rate will appear.
    6. Enter the company rate.
    7. Click OK to save the rates.
    8. Click OK on next screen to close out of the Employee Profile and to save your changes.

    24 comments

    Karen3/21/2013

    20

    So you need to change each and every employee individually? No way to make a global change?

    Reply

    Susan3/22/2013

    30

    Hi Karen,

    Thanks for your comment. You are correct, you must edit each employee individually. I hope this helps.

    Dave3/25/2013

    Do you need to complete the State's OQ form for Q1 before you make this change?

    Reply

    roxann3/26/2013

    wont the state of oregon send us this notice in the mail?

    Reply

    Sue3/26/2013

    I have now changed the new employee default and each of our 135 employees. Is there a report I can create to check to make sure I got each and every one?

    Reply

    Val3/26/2013

    Also, for people who've pre-populated the New Employee defaults in the "Preferences", you'll need to go in and edit this in there, too. So yes, you'll need to edit all current employees, but going forward, if you make the change in the Preferences, all new employees will be created with the correct current WBF info.

    Reply

    Val3/26/2013

    Addendum to my earlier comment - folks should be reminded not to make these changes until after you've cut your final paycheck with a March 2013 date.

    Reply

    Barb3/27/2013

    Since the rate change is effective 4/1/2013 can I make the change after I process payroll today 3/27/13?

    Reply

    Kriz4/1/2013

    Hi Barb,

    You are correct, changes on the rate can be done before the effective date. I hope this answers your question. Thank you for posting a comment.

    Gia3/27/2013

    Would this be effective for the payperiod 4/1/13-4/15/13 that would be paid on 4/20? Or effective the first paydate, which would be 4/5/13 but for the 3/16/13-3/31/13 period?

    Reply

    Steve4/1/2013

    Do I have to update the rate for new employees or will new employees automatically reflect the new rates?

    Reply

    Tim4/3/2013

    Can I enter values of .0165 for both the employee share and the company share? Or do I need to enter values of .016 and .017?

    Reply

    Susan5/22/2013

    Hi Tim,

    Per the article above, if the total liability is 3.3 cents per hour, shared evenly between the employee and company, then OR - WBF Assessment Emp would be .016 and OR - WBF Assessment Comp would be .017. Thanks for your comment.

    Kerri4/5/2013

    How do you set this tax up in the quickbooks online version?

    Reply

    Peter5/22/2013

    Hi Kerri,

    By default, QuickBooks Online Payroll automatically assigns the Oregon WBF tax to your employees. Our system also automatically updates the WBF rate when it changes. You don't need to take any special action.

    The one exception is if you have an employee who is exempt from WBF (a rare situation). In that case, you'd go to that employee's Overview page, and then to their Taxes & Exemptions page. Click Edit in the Exemptions section. In the popup window, select the OR Workers' Benefit Fund checkbox to exempt the employee.

    LS4/8/2013

    How do I make the new rates (0.0165) the default when a new employee is hired since the current default is 0.014?

    Reply

    Jo4/9/2013

    When I click on the "other" tab, I have two items, OR-WBF Assessment Emp. and OR-WBF Assessment Co. However, there is only one place to enter a rate . . . it says "Worker's Assessment Rate". I changed all of my employees rates, but it seems to have only affected the employee's rate . . . the Company rate is still the old rate (.014%). How can I get both rates changed?

    Reply

    Susan5/22/2013

    Hi Jo,

    When you are in Other tab be sure to click each item individually. The rate box for both OR-WBF Assessment Emp. and OR-WBF Assessment Co. is called Worker's Assessmt. Rate, but each tax item must be clicked to enter the 2 different rates. I hope this helps. Thanks.

    Holly4/15/2013

    I split it .0165 instead -- is this going to get rounded and throw off my reports (so that I should just follow your instructions above?) -- thanks for input...

    Reply

    Carol4/23/2013

    So, I have to go into each employee and update their individual record instead of doing this on the Payroll Item list. My question is - if we have a new hire - or rehire - an employee, do I have to remember to do this each time? Or, will new entries pick up the new rates/

    Thanks

    Reply

    Violet6/3/2013

    Carol and Reina

    Thank you for asking these questions.

    If you are hiring new employees you will need to set up the employee for State Worked and State Taxes in the employee. If all your employees are working and living in state of OR, you can set up the default taxes for your employees so that QuickBooks marks them, according to the preferences you set up. To do this, you will need to click Edit from top toolbar and select Preferences> Payroll & Employees then click the Employee Defaults button.

    I updated step 5 of this article to show the steps on how to enter the rates for employee and company portion.

    I hope this helps.

    Reina4/23/2013

    How do I change the rate for the company (split between company and employee, I have already done it for employee).

    Reply

    Dave5/6/2013

    Since we're past the effective date, will there be an update to the software to default to the new rates ($.016 employee and $.017 employer) instead of the old $.014 rate? If for some reason it's going to remain a manual entry, is there any way to remove the old $.014 rate as the default when you setup a new employee to make it obvious when you've missed entering the rate for new employees?

    Reply

    Susan5/22/2013

    Hi LS & Dave,

    You can make those rates the default rates for all new employees by setting up your Employee Defaults in QuickBooks. Check out this article for detailed steps: Set up a new employee. Thanks for your comment.

    Comments can not be added at this time.

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