Employee Information Is Not Flowing to the 941

Check W-2 Entries

1. Click on the Payers List button.
2. Double click on the payer name.
3. Highlight a recipient name.
4. Double click on the W-2 form in the Forms List.
5. Click on the Return Information tab.
6. Choose the Regular (941) option in the Employment Type drop down.
7. Click OK.
8. Check the transaction dates entered to ensure that the date entered is for the appropriate quarter.
   • If not, edit the form(s) and change accordingly.
9. Click OK to save any changes.
10. Repeat steps 3 through 9 for each Recipient.
11. Go to the Payer list and recreate the 941 form.

941 Not Updating After Making Changes to Transaction Data

Click the Fill Button

1. Click on the Payer List button.
2. Highlight the Payer that Form 941 is assigned to.
3. Double click on the 941 form in the Form List.
4. Click on the Fill button on the right of Form 941 input screen.
5. The following prompt will display:
   • Filling or Undoing this form will permanently overwrite any manual entries you have made on the form itself. Is it OK to lose your manual entries?
6. Click Yes.
7. The form will update with the new transaction data.

Delete and Recreate the 941 Form

1. Click on the Payer List button.
2. Highlight the Payer that Form 941 is assigned to.
3. Highlight Form 941 in the Form List to be deleted.
4. Click on the Delete button to the right.
5. The following prompt will display, "Are you sure you want to delete this form?" Click Yes to confirm.
6. The following prompt will display, "Are you sure you want to delete Form 941/Sch B/Sch D QX from the main files?" (where X is the quarter being reported).
   • Click OK to confirm deletion of the form.
7. With the Payer still highlighted, select Add Form and choose Federal from the Federal/State/Local drop down menu.
8. Select Form 941/Sch B/Sch D from the Form Name drop down menu.
9. Select the quarter and recreate Form 941.