New Primary State In QuickBooks (Change, Assign, And Update State)

Last Updated on February 9, 2021 by Editorial Team

Suppose a company is shifting from one state to another state. Then at that time, the employees have to shift or change their primary state to another state. So you need to update your QuickBooks for business and Payroll information in QuickBooks. One thing you should know that basic subscription plans only support a single state.

So, we are discussing the changes and upgrade the primary state in Intuit Online Payroll, QuickBooks Online Payroll.

Procedure to Change the Primary Location in QuickBooks

If you have to change your primary work location or state then you have to follow the steps which are going to be discussed below but before that, you have to keep two things in mind because of which you can skip the steps to change the primary location. They are:

  • If you are having a secondary work location that you are going to turn into your primary location then you don’t need to change location.
  • Suppose you are changing the primary work location to another address in the same state then at that time you don’t need to change or set up a work location. You just have to update the existing address.

Steps for Changing Primary Location in Intuit Online Payroll

Here are steps for changing the primary location in Intuit Online Payroll are:

  • First, you have to go to the setup and then you have to click on work location.
  • In this step, you have to click on the add a work location option.
  • At last, you have to add the new work location of yours and then click on save.

Steps for Changing Primary Location in QuickBooks Online Payroll

Here are steps for changing the primary location in QuickBooks Online Payroll are:

  • First, you have to click on the gear icon which is present at the top and then you have to choose Payroll settings.
  • In this step, you have to click on work location and then you have to choose to add a work location.
  • At last, you have to add the new work location and then you have to click on save.

Procedure to Assign the New Primary Location to Employees in QuickBooks

For assigning the new primary location to any employee whose location is changed and moving there. But yes, you can skip the step if these employees are already given to a secondary work location that will be becoming a new primary location.

Steps for Assigning Primary Location to Employees in Intuit Online Payroll

For assigning the primary location to the employee in Intuit Online Payroll steps is discussed below:

  • First, you have to go to the employees.
  • In this step, you have to click on the employee name.
  • After this, you have to click on the edit option in the employment section.
  • At last, you have to click on the new work location and then you have to choose ok for saving the information you have entered.

Steps for Assigning Primary Location to Employees in QuickBooks Online Payroll

Here are steps for assigning the primary location to the employee in QuickBooks Online Payroll is:

  • First, you have to click on employees which are on the left menu.
  • In this step, you have to click on the employee name.
  • After this, you have to click on the edit option which is there in the employment section.
  • At last, you have to click on the new work location and then you have to choose ok for saving the information you have entered.

Procedure To Update Employees Tax Information in QuickBooks

Before updating the employee’s tax information in Intuit Online Payroll and QuickBooks Online Payroll you have to update the below information first as:

  • Here, if the employee is shifting to the new primary state then you have to enter their tax information of that state.
  • Suppose if the employee will be continuing in the same state or the original state but will be working at a new work location, then you have to enter or you can update their tax information of both the states.

Yeah but keep in mind that if the employee is already assigned to a secondary work location as his or her new work location then you can skip these steps which are discussed above.

Steps for Updating Employees Tax Information in Intuit Online Payroll

For updating, employees tax information in Intuit Online Payroll steps are discussed below:

  • First, you have to go to the employees.
  • In this step, you have to click on the employee name.
  • After this, you have to click on edit in the taxes and exemptions section.
  • At last, you have to do all the necessary changes and then click on ok.

Steps for Updating Employees Tax Information in QuickBooks Online Payroll

For updating, employees tax information in QuickBooks Online Payroll steps are discussed below:

  • First, you have to click on employees which are on the left menu.
  • In this step, you have to click on the employee name.
  • After this, you have to click on the pencil icon on the Pay section.
  • Then under the section what is this employee’s withholding, you have to choose the edit pencil icon.
  • At last, you have to do all the necessary changes and then click on done.

How to Maintain Multi-State Plus Services

In this, you can say to remove multi-state plus services for old primary state if you will be following all the below points:

  • You should not be having any active location in that state.
  • You have completed all the required tax payments and form filings of that state.
  • In that state, there should not be any active employees living. If there will be computer employees then they would not be liable for income taxes on their resident state.

If you are not following or satisfy with this statement then you will be considered as the multi-state plus service support for your old primary location state even if you have changed your account to a new primary location or state.

Winding Up

This article will help you to change, assign and update the primary state in QuickBooks Online Payroll, and Intuit Online Payroll. If in case you face any issue then you can contact QuickBooks ProAdvisor and can get the best solution to your problem.

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