How do I file a 941 electronically as a Reporting Agent in Premier?

Becoming a Reporting Agent

What is a Reporting Agent?

A Reporting Agent is an accounting service, franchiser, bank or other person who is authorized to prepare electronically a Form 941 for a taxpayer/employer. Reporting Agents sign all of the electronic returns they file with a single PIN signature*. Reporting Agents may transmit their own returns, or may use the services of a third-party transmitter. To transmit forms, Reporting Agents must have an EFIN and a PIN (both acquired as results of the following forms).

• File for others
• File for multiple EINs
• Must file Form 8655
• Complete an online IRS registration: Become an authorized E-file Provider
• Have a 5-digit PIN and 6-digit EFIN

*Note: The five digit Reporting Agent PIN is different than the five digit practitioner PIN used for filing income tax returns (1040, 1120, 1065).

Creating and e-filing Form 941

Once the PIN and EFIN have been obtained from the IRS, you can begin submitting 941 forms electronically.  To do this:

1. Login to Yearli.
2. Click on Form Data Entry.
3. Select 2020 from the Tax Year drop down list.
4. Select 941.
5. Click on Start Form to the right of the payer name or click on Add Payer if a new payer.
6. Select the Filing Period.  Click Next.
7. Enter the necessary information.  Save the form.
8. Click Finish.