Intuit Home | Intuit Products | QuickBooks Payroll


bookmark icon   print icon Print

Refresher Course

Changing an Employee's Name or Filing Status in QuickBooks

Getting married, moving, or having a child is a life-changing event, and as a result of your employees' life changes, you might need to make some changes in QuickBooks Payroll. Learn more in this refresher course about changing employee names, address and contact information, or tax filing status.

Employee Name, Address, and Contact Information

If employees change their name or their address and contact information, you'll need to edit their employee records to reflect the changes.

To edit an employee's personal information:

  1. In QuickBooks 2006: Click Employee Center and then the Employees tab.
    In QuickBooks 2005 and 2004: From the Employees menu, select Employee List.
  2. Double-click the employee record you want to edit.
  3. In the Change tabs: drop-down list, make sure Personal Info is selected (it's the default).
  4. If you need to change the employee's name, change it on the Personal tab, and then click OK.
    To change the employee's address or contact information, click the Address and Contact tab, edit the appropriate fields, and then click OK.

Filing Status

When an employee's marital status changes, so does his or her tax filing status, and you'll need to edit the employee record to reflect the change.

To edit an employee's filing status:

  1. In QuickBooks 2006: Click Employee Center and then the Employees tab.
    In QuickBooks 2005 and 2004: From the Employees menu, select Employee List.
  2. Double-click the employee record you want to edit.
  3. From the Change tabs: drop-down list, choose Payroll and Compensation Info.
  4. Click the Taxes button.
  5. Within each tab for Federal and State, select the correct filing status as reported to you on the federal and state Form W-4 and then click OK.
  6. Click OK twice to save your changes.

For more information, look in QuickBooks Help. Click the Index or Help Index tab and type employees.




























The information contained in the QuickBooks Payroll Bulletin is meant to provide general information about the payroll process and is not intended to provide tax or legal advice. Always consult your tax professional when preparing tax documents.

Terms and conditions, features, support, pricing and service options subject to change without notice.

© 2006 Intuit Inc. All rights reserved.
Intuit Inc., Customer Communications, 2800 E. Commerce Center Place, Tucson, AZ 85706