LDO, we use QuickBooks Desktop, so I don't know the report you would run to get this information. For me, it's under Reports and then under Employees and Payroll.
To get the information needed to file your 2023 W-2's with the State of Alabama, you'll need the total number of employees that were paid overtime and the total amount of the allowable overtime paid. I got this information from running a 2023 Payroll Summary, customizing it to only pull overtime pay items. Per the new law, only overtime paid over 40 hours worked in a week is eligible. Luckily for us, that is exactly how we pay our overtime. If you pay daily overtime or include Holidays or Paid Time Off in your overtime calculations, this probably won't work for you, since you will likely have ineligible overtime lumped in with eligible overtime.
Going forward with the monthly withholding submissions to Alabama, you will need those same 2 calculations - the number of employees paid overtime and the total amount of exempted overtime pay. For Desktop users, this information is on the Payroll Item Detail. Surely QuickBooks has something in the Online version that would give you this same information, but I wouldn't have any idea what that would be. I'm sorry.
The actual calculations, at least for us, are working correctly. I ran several test checks using different amounts of overtime hours and they each calculated correctly. Per Michael, the amount of exempted overtime pay is not going to show on the employee paystub. Unfortunately, the code will be listed on their paystub with a zero amount, which will probably lead to questions from your employees that actually look at their paystubs (another of those unexplainable situations QuickBooks has caused - if they are not going to show the amount on the paystub, why list the code???).
I hope this helps you. This has absolutely been the most frustrating 6 weeks I've spent in my 30 years of processing payroll and we are looking into alternatives to QuickBooks for our Accounting needs. This complete lack of knowledge by the customer service agents and lack of information dissemination to the Alabama users is inexcusable.
Good luck!
