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Employees and payroll
I appreciate you for joining the thread, LisaNTC. Allow me to share some insights to answer your query about whether the employee's Date of Birth field is required to process W2s for 2023.
If you use QuickBooks Desktop Payroll Enhanced, you have two options to add your new employee with QuickBooks Online Payroll:
- Set up some info, then invite your employee to add the rest.
- Set up and add all employee info.
The fields and tabs can vary depending on your payroll service. See below for a list of required fields in each tab:
If you see the Required Info tab:
- Required Info - First and last name, Social Security number, Date of Birth, Home Address, Main phone, and Main email.
- Personal Info - no required fields
- Additional info - no required fields
- Payroll info - To pay your employee, add a pay schedule or pay frequency, pay type and pay rate, W-4 info, Federal, and state taxes. Add deductions, sick or vacation policies, and direct deposit if necessary.
- Employment info - Hire date
- Workers’ compensation (for QuickBooks Desktop Payroll Assisted and Enhanced Payroll only) - assign a workers' compensation code if you want to track this through QuickBooks.
For detailed information, refer to this article: Add your new employee to QuickBooks Payroll.
You can also visit this article you can use in the future:
- Invite your employees to QuickBooks Workforce to see pay stubs and W-2s if you use QuickBooks Deskto....
- View your pay stubs, time off, and year-to-date pay in QuickBooks Workforce.
- Troubleshoot missing pay stubs or incorrect pay or taxes.
- Understand the taxes and forms that QuickBooks payroll submits for you.
Feel free to post here again if you have further QuickBooks-related concerns. We are available 24/7 to lend a hand with each of your queries. Stay safe!