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    How to edit year-to-date adjustments

    Article ID: 1000761

    Overview

    This article explains how to edit year-to-date (YTD) adjustments you previously entered.

    Expected Outcome

    You can provide YTD information for your employees.

    Assumptions

    You have an active payroll subcription in QuickBooks.

    Details

    To edit YTD adjustments:

    1. Choose Employees > Employee Center. Click the Transactions tab on the upper left.
    2. In the Transactions tab, click Year-to-Date Adjustments.
    3. Select the correct date range at the top of the Transaction List.
    4. Find the YTD entry you want to edit and double-click it.
    5. Adjust the amounts previously entered.
      Note: If you created prior liability payments, you must edit them to reflect the changes to the YTD adjustments.

    To adjust prior liability payments:

    1. Choose Employees > Employee Center.
    2. Click the Transactions tab on the upper left.
    3. Under the Transactions tab, click Liability adjustments.
    4. Select the correct date range at the top of the Transaction List.
    5. Find the liability adjustment (prior payment) you want to edit and double-click it.
    6. Adjust the amounts previously entered.

    To delete a YTD adjustment:

    1. Choose Employees > Employee Center.
    2. Click the Transactions tab on the upper left.
    3. Under the Transactions tab, click Year-to-Date Adjustments.
    4. Select the correct date range at the top of the Transaction List.
    5. Double-click the YTD entry you want delete.
    6. At the top left, click the Edit menu > Delete YTD adjustment.
    7. Click OK to confirm the deletion.
    If you have filed any forms or paid liabilities based on the previous incorrect adjustments, you might have to file corrected forms and pay the balance due for the liabilities.

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