Entering Form 941
- Click on the Payer List button.
- Choose the Payer.
- Click on Add Form.
- Choose Form 941/Sch B/Sch D from the Form Name drop down.
- Choose the Quarter.
- Click OK.
- Answer the questions as required.
- Click OK.
- Verify the data on the 941 and/or enter data as necessary.
- Complete Part 5 if filing the 941 electronically.
- Check the box to Submit payment using the E-file Center and enter the Routing Transit Number, Bank Account Number, Type of Account, and Telephone Number if there is a balance due less than $2,500 and you wish to submit payment information electronically.
- Click on the Schd B button if the Schedule B is needed.
- Click Save.
- Click on the Print button on the Payer List screen to print the 941 form for mailing.
- Click on the E-file Center menu and choose Send Returns to electronically file the form.