941 Report

Print the 941 Report.

Form 941, also known as the Employer's Quarterly Federal Tax Form, is the form an employer uses to report employment taxes, withholding amounts, deposit amounts, and amounts due to the IRS.

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941 Report

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Printing 941 Report

Pay codes for sick pay (8)

Pay codes for adjustments for tips and group-term life insurance (9)

Pay codes used for third-party FWT, Social Security, and Medicare

Tax due on unreported tips (5f)

Qualified small business tax credits (11)

Total deposits for this quarter (13)

Print detail report

Print form

 

Resources

IRS Instructions for Form 941, revised January 2019

IRS Form 941, revised January 2019

Printing 941 Report

1. Open Connect Payroll > Reports > 940 Report.

2. Select a report title.

3. Select the report range.

How do I change the report date range?

How do I change the date type?

How do I change the date type?

How do I prompt a user to enter a date?

 

4. Set up the report options on the Report Options tab.

Print detail report

Print form

5. Set up the report information on the Fields tab.

Pay codes for sick pay (8)

Pay codes for adjustments for tips and group-term life insurance (9)

Pay codes used for third-party FWT, Social Security, and Medicare

Tax due on unreported tips (5f)

Qualified small business tax credits (11)

Total deposits for this quarter (13)

6. Set up the Selection Criteria, Report Order, and Columns.

How do I set up the Selection Criteria?

How do I set up the Report Order?

How do I set up the Report Sections?

How do I set up the Columns?

 

7. Click Print (CTRL+P).

Can I save a report as an Excel, PDF, RTF, or TXT file?

How do I print my report preview?

The report prints.

2019Apr02

Pay codes for sick pay (8)

Sick pay generally means any amount paid under a plan because of an employee's temporary absence from work due to injury, sickness, or disability. It may be paid by either the employer or a third party, such as an insurance company. Sick pay includes both short- and long-term benefits. It is often expressed as a percentage of the employee's regular wages (source: www.irs.gov).

Use Pay Codes for Sick Pay (8) to select the pay codes that record amounts for sick pay. Click Select. Use the Selection form to move the pay codes for sick pay to the Selected Pay Codes list.

This value prints on line 8 of the 941 Report.

Pay codes for adjustments for tips and group-term life insurance (9)

First, use Pay Codes for Adjustments for Tips and Group-term Life Insurance to select the pay codes that record adjustments for employee tips and group-term life insurance. Click Select. Use the Selection form to move the pay codes that record adjustments for tips and group-term life insurance to the Selected Pay Codes list.

Second, use the Additional Amount for 7c field to enter an amount. The report will total the pay codes listed in the Pay Codes for Adjustments... and add the additional amount.

This value prints on line 9 of the 941 Report.

Pay codes used for third-party FWT, Social Security, and Medicare

Select the pay codes that your organization will use to report third party FWT, Social Security, and Medicare.

Tax due on unreported tips (5f)

Enter the tax due from your Section 3121(q) Notice and Demand on line 5f. The IRS issues a Section 3121(q) Notice and Demand to advise an employer of the amount of tips received by employees who failed to report or underreported tips to the employer. An employer isn't liable for the employer share of the social security and Medicare taxes on unreported tips until notice and demand for the taxes is made to the employer by the IRS in a Section 3121(q) Notice and Demand. The tax due may have been determined from tips reported to the IRS on employees' Forms 4137, Social Security and Medicare Tax on Unreported Tip Income, or other tips that weren't reported to their employer as determined by the IRS during an examination. For additional information, see Rev. Rul. 2012-18, 2012-26 I.R.B. 1032, available at IRS.gov/irb/2012-26_IRB#RR-2012-18. Deposit the tax within the time period required under your deposit schedule to avoid any possible deposit penalty. The tax is treated as accumulated by the employer on the “Date of Notice and Demand” as printed on the Section 3121(q) Notice and Demand. The employer must include this amount on the appropriate line of the record of federal tax liability (Part 2 of Form 941 for a monthly schedule depositor or Schedule B (Form 941) for a semiweekly schedule depositor) (source: www.irs.gov).

This value prints on line 5f of the 941 Report.

Qualified small business tax credits (11)

Enter the amount of the credit from Form 8974, line 12 (source: www.irs.gov).

Note: If you enter an amount on line 11, you must attach Form 8974.

This value prints on line 11 of the 941 Report.

Total deposits for this quarter (13)

Enter your deposits for this quarter, including any overpayment from a prior quarter that you applied to this return. Also include in the amount shown any overpayment that you applied from filing Form 941-X, 941-X (PR), 944-X, or 944-X (SP) in the current quarter (source: www.irs.gov).

This value prints on line 13 of the 941 Report.

Print detail report

The detail report prints this information for each employee: Social Security Number, Total Wages and Allowances, Not Subject Amount, Amount Over Limit, and Taxable Amount. Use the detail report to check the employee information that will print on the report.

Do you want to print the detail report?

Print form

A form is a document that has been set up to print information, such as text, titles, or variables.

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