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How to create a union dues payroll item
Article ID: 1000495
PrintOverview
You can set up and track a Union Dues payroll item with your QuickBooks Financial Software.
Assumptions
You know the amount of dues you need to collect and pay, and you will make the payment yourself.
Expected Outcome
Once the payroll item is created, you can add the item to the employee profile or paycheck to deduct the amount owed from the employee pay. Once deducted, you can create a liability check to the agency.
Details
How to create a union dues payroll item. You may want to create muliple payroll items for multi-rate and reporting purposes.
QuickBooks Pro and Premier
- From the Lists menu, click Payroll Item List.
- Click the Payroll Item button and click New.
- Select Custom Setup, and click Next.
- From the Payroll Item Type window, select Deduction (Union Dues, 401(K) deferral, Simple IRA) and click Next.
- Enter a name for the deduction, e.g., "Union Dues," and click Next.
- Enter the correct information in the Agency for employee-paid liability window, and click Next.
- Click the Tax tracking drop-down arrow and select Other.
- Click Next until you get to Calculate based on Quantity.
- Select the option to calculate based on hours or quantity if you need this to calculate on paycheck.
- Follow the on-screen instructions until you click Finish.
Simple Start
- Select Payroll on the top toolbar.
- Click Setup and Maintain and choose View/Edit Payroll Items.
- In the Related Activities section, choose Add Payroll Item.
- Select Custom Setup, and click Next.
- From the Payroll Item Type window, select Deduction (Union Dues, 401(K) deferral, Simple IRA) and click Next.
- Enter a name for the deduction, e.g., "Union Dues," and click Next.
- Enter the correct information in the Agency for employee-paid liability window and click Next.
- Click the Tax tracking drop-down arrow and select Other.
- Click Next.
- Follow the on-screen instructions until you click Finish.
