How do I create a 940 form?

Creating a 940 form

  1. Click on the Payer List button.
  2. Choose the Payer.
  3. Click on the Add Form button.
  4. Choose the 940/Schedule A option from the Form Name drop down menu.
  5. Choose the appropriate boxes in the Preliminary Questions. Certain parts of the form will be enabled/disabled depending on which boxes are checked here.*
  6. Click OK.
  7. Enter the applicable information.

*The following parts of the 940 form are dependent on the Preliminary Questions:

  • Schedule A (checkboxes enabled by Preliminary Question 1)
  • Schedule A (credit reduction fields enabled by Preliminary Question 2)
  • Line 9 (enabled by Preliminary Question 3)
  • Line 10 and the worksheet for Line 10 (enabled by Preliminary Question 4) 
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