Thanks for joining the thread, @cpetrusiak.
At the moment, the option to generate Worksheet 2 based on your own calculations is unavailable in QuickBooks Desktop. As mentioned above, you have to set up a payroll item to track the Employee Retention Credit before you can generate it. Then, the program will calculate it for you based on the ERC guidelines.
I can see how this option would be helpful for you and your business. Therefore, let me take note of this as a suggestion to improve your QuickBooks experience.
Additionally, you can send your own feedback to our product developers. This way, they can review your request and most likely include it in our future updates.
Simply follow these steps:
- Click the Help menu and select Send Feedback Online.
- Choose Product Suggestion, then enter the details of your concern.
- Select Send Feedback and click Close Window.
In case you need related resources while working with QuickBooks, please feel free to skim through the topics from our help articles.
Please let me know how else I can help you with QuickBooks. I've got your back and am always happy to help. Keep safe!
