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Prepare forms 940, 941, 943, 944, and 945

Make Form 941 Schedule D available for a client

Although Form 941 Schedule D is typically filed annually, you can file it at the end of any quarter during the year if it's being filed for a business that's closing due to a merger or acquisition. Note that Schedule D is a user-completed form and it's not automatically available within the application.
Follow these steps to make Form 941 Schedule D available for a client.
  1. Select
    Setup
    , then
    Clients
    , then the
    Payroll Taxes
     tab.
  2. Select
    Edit
    .
  3. In the Federal 94x area in the Forms section, clear the
    Do Not File
     checkbox in the 941 Schedule D row.
  4. Select
    Enter
    .
  5. Select
    Actions
    , then
    Edit Payroll Tax Forms
    .
  6. In the
    Form type
     field, select Reconciliation. Mark the
    Quarterly
     checkbox and select the quarter and year.
  7. Select
    Refresh
    .
  8. In the
    Jurisdiction
     field, select Federal.
  9. In the
    Form
     field, select 941 and then go to the
    941-Sch D
     tab.
  10. Enter the data in the form. Everything is saved automatically as you go.
    note
    A "Tax year of discrepancies" diagnostic will display when the form is incomplete or if you don't need to file a 941 Schedule D. Either complete the form or go to the Payroll Taxes tab on the Clients screen and mark the
    Do Not File
     checkbox for 941 Schedule D in the Forms section.
  11. Select
    Actions
    , then
    Process Payroll Tax Forms
     to print and file the form.

This article applies to:

  • Product: Accounting CS
  • Subject: Payroll tax forms

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