How do I enter a 941 in Yearli Desktop?

Entering Form 941

  1. Click on the Payer List button.
  2. Choose the Payer.
  3. Click on Add Form.
  4. Choose Form 941/Sch B/Sch D from the Form Name drop down.
  5. Choose the Quarter.
  6. Click OK.
  7. Answer the questions as required. 
  8. Click OK.
  9. Verify the data on the 941 and/or enter data as necessary.
  10. Complete Part 5 if filing the 941 electronically.
  11. 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.
  12. Click on the Schd B button if the Schedule B is needed.
  13. Click Save.
  14. Click on the Print button on the Payer List screen to print the 941 form for mailing.
  15. Click on the E-file Center menu and choose Send Returns to electronically file the form. 
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