How to Print a 94X or 94X-X Form

Creating and Printing the 940

1. Click on the Payer List button.
2. Choose the payer.
3. Click the Add Form button.
4. Choose Form 940/Schedule A from the Form Name drop down menu.
5. Answer preliminary questions 1 through 4.
6. Enter the applicable information.
7. Click Save.
8. Click Yes.
9. Click the Print button on the right.
10. Select the copy to print.
11. Click Print to print the form or Preview to view the form before printing.

When preparing the 940/Schedule A:

• If you check preliminary question 1, Line 1b is also checked and Schedule A appears.
• If you check preliminary question 2, Line 2 is also checked and Schedule A appears.
  • Line 11 fills from the Total of Schedule A.
• If you check preliminary question 3, Line 9 becomes available.
• If you check preliminary question 4, Line 10 becomes available and the Worksheet is available for you to complete.
• You can unlock certain fields and override the automatic calculation by clicking on the unlock button and entering data into the field.
• A Payment Voucher window appears at the bottom of Form 940 if Line 14 is completed.

Creating and Printing a 941 Form

1. Click on the Payer List button.
2. Choose the payer.
3. Click the Add Form button.
4. Choose Form 941 from the Form Name drop down menu.
5. Choose the appropriate quarter.
6. Enter the applicable information.
7. Click Save.
8. Click Yes.
9. Click the Print button on the right.
10. Select the copy to print.
11. Click Print to print the form or Preview to view the form before printing.

You can unlock certain fields and override the automatic calculations by clicking the Unlock button and entering data into the field.

Printing 941 Schedule D Form

1. Click the Payer List button.
2. Choose the payer.
3. Open the 941/Sch B/Sch D form from the Form List.
4. Click the Print button on the right side of the window.
5. Choose 941 Sch D.
6. Click Print.

Printing 941 Schedule B Form

1. Click the Payer List button.
2. Choose the payer.
3. Open the 941/Sch B/Sch D form from the Form List.
4. Click the Print button on the right side of the window.
5. Choose 941 Sch B.
6. Click Print.

Creating and Printing the 941-V

1. Click on the Payer List button.
2. Choose the payer.
3. Click the Add Form button.
4. Choose Form 941-V from the Form Name drop down menu.
5. Choose the appropriate quarter.
6. Enter the applicable information.
7. Click Save.
8. Click Yes.
9. Click the Print button on the right.
10. Select the copy to print.
11. Click Print to print the form or Preview to view the form before printing.

Creating and Printing the 941-X

94X-X forms may not be available for printing until Q4, when the IRS finalizes and approves the form images for third-party filers such as Yearli.

1. Click on the Payer List button.
2. Choose the payer.
3. Click the Add Form button.
4. Choose Form 941-X from the Form Name drop down menu.
5. Choose the appropriate quarter.
6. Enter the applicable information.
   • You can unlock certain fields and override the automatic calculations by clicking the Unlock button and entering data into the field.
7. Click Save.
8. Click Yes.
9. Click the Print button on the right.
10. Select the copy to print.
11. Click Print to print the form or Preview to view the form before printing.

Creating and Printing the 943

1. Click on the Payer List button.
2. Choose the payer.
3. Choose an option from the 943 Depositor drop down menu in the Manage Payer section.
4. Click Save.
5. Click the Add Form button.
6. Choose Form 943 from the Form Name drop down menu.
7. Enter the applicable information.
8. Click Save.
9. Click Yes.
10. Click the Print button on the right.
11. Select the copy to print.
12. Click Print to print the form or Preview to view the form before printing.

Creating and Printing the 943-A

1. Click on the Payer List button.
2. Choose the payer.
3. Choose an option from the 943 Depositor drop down in the Manage Payer section.
4. Click Save.
5. Click the Add Form button.
6. Choose Form 943-A from the Form Name drop down menu.
7. Enter the applicable information.
8. Click Save.
9. Click Yes.
10. Click the Print button on the right.
11. Select the copy to print.
12. Click Print to print the form or Preview to view the form before printing.

Creating and Printing the 943-X

94X-X forms may not be available for printing until Q4, when the IRS finalizes and approves the form images for third-party filers such as Yearli.

1. Click on the Payer List button.
2. Choose the payer.
3. Choose an option from the 941 Depositor drop down menu in the Manage Payer section.
4. Click Save.
5. Click the Add Form button.
6. Choose Form 943-X from the Form Name drop down menu.
7. Enter the applicable information.
   • You can unlock certain fields and override the automatic calculations by clicking the Unlock button and entering data into the field.
8. Click Save.
9. Click Yes.
10. Click the Print button on the right.
11. Select the copy to print.
12. Click Print to print the form or Preview to view the form before printing.

Creating and Printing the 944

1. Click on the Payer List button.
2. Choose the payer.
3. Click the Add Form button.
4. Choose Form 944 from the Form Name drop down menu.
5. Choose the appropriate quarter.
6. Enter the applicable information.
   • You can unlock certain fields and override the automatic calculations by clicking the Unlock button and entering data into the field.
7. Click Save.
8. Click Yes.
9. Click the Print button on the right.
10. Select the copy to print.
11. Click Print to print the form or Preview to view the form before printing.

Creating and Printing the 944-X

94X-X forms may not be available for printing until Q4, when the IRS finalizes and approves the form images for third-party filers such as Yearli.

1. Click on the Payer List button.
2. Choose the payer.
3. Click the Add Form button.
4. Choose Form 944-X from the Form Name drop down menu.
5. Choose the appropriate quarter.
6. Enter the applicable information.
   • You can unlock certain fields and override the automatic calculations by clicking the Unlock button and entering data into the field.
7. Click Save.
8. Click Yes.
9. Click the Print button on the right.
10. Select the copy to print.
11. Click Print to print the form or Preview to view the form before printing.

Creating and Printing the 945

1. Click on the Payer List button.
2. Choose the payer.
3. Choose a depositor type from the 945 Depositor drop down menu in the Manage Payer screen.
4. Click Save.
5. Click the Add Form button.
6. Choose Form 945 from the Form Name drop down menu.
7. Choose the appropriate quarter.
8. Enter the applicable information.
9. Click Save.
10. Click Yes.
11. Click the Print button on the right.
12. Select the copy to print.
13. Click Print to print the form or Preview to view the form before printing.

Creating and Printing the 945-A

1. Click on the Payer List button.
2. Choose the payer.
3. Choose an option from the 945 Depositor drop down menu in the Manage Payer section.
4. Click Save.
5. Click the Add Form button.
6. Choose Form 945-A from the Form Name drop down menu.
7. Enter the applicable information.
8. Click Save.
9. Click Yes.
10. Click the Print button on the right.
11. Select the copy to print.
12. Click Print to print the form or Preview to view the form before printing.

Creating and Printing the 945-X

94X-X forms may not be available for printing until Q4, when the IRS finalizes and approves the form images for third-party filers such as Yearli.

1. Click on the Payer List button.
2. Choose the payer.
3. Choose an option from the 945 Depositor drop down menu in the Manage Payer section.
4. Click Save.
5. Click the Add Form button.
6. Choose Form 945-X from the Form Name drop down menu.
7. Enter the applicable information.
   • You can unlock certain fields and override the automatic calculations by clicking the Unlock button and entering data into the field.
8. Click Save.
9. Click Yes.
10. Click the Print button on the right.
11. Select the copy to print.
12. Click Print to print the form or Preview to view the form before printing.