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

Enter information in the Paid Preparer section of form 94x

If you prepare Form 940, 941, 943, 944, or 945 and you're self-employed, follow these steps to mark the
Check if you are self-employed
 checkbox and to populate the preparer information fields in the
Paid Preparer
 section of the form.

Mark the Check if you are self-employed checkbox

The application automatically marks the checkbox only when you enter a Social Security Number (SSN) in the
Main
 tab of the
Firm
 screen.
  1. Select
    Setup
    ,
    Firm Information
    , then
    Firm
    .
  2. Select the
    Main
     tab.
  3. Enter the Firm’s SSN in the
    EIN/SSN
     field.
    note
    The application will clear the checkbox if you enter an EIN in this field.
  4. Select
    Enter
     to save the firm record.

Select the preparer

  1. Select
    Setup
    , then
    Clients
    .
  2. Go to the
    Payroll Taxes
     tab, and select
    Edit
    .
  3. In the
    Federal 94x
     grid in the
    Forms
     section, select
    Additional Information
    .
  4. In the
    94X Additional Information
     window, select a staff member from the
    Preparer
     dropdown. The application uses the name, phone number, and other relevant information for the selected staff member to complete the forms.
    note
    • Only the staff members you mark the
      Payroll form preparer
       checkbox for in the Main tab of the
      Staff
       screen show in the
      Preparer
       dropdown.
    • To omit the preparer signature date from the form, mark the
      Suppress date
       checkbox.
    • To include only the firm information in the Preparer section of the forms, select
      Firm
       from the
      Preparer
       dropdown.
  5. Select
    OK
     to save the preparer information.
  6. Select
    Enter
     to save the client record.
tip
To update the paid preparer for multiple (or all) payroll clients, you can use the Edit multiple Clients wizard.

Verify preparer information

The
Check if you are self-employed
 checkbox is marked and the
Paid Preparer Use Only
 section is populated with preparer information when you print the form. Before you process and print these forms, we recommend that you make sure the form includes the correct preparer information.
  1. Select
    Actions
    , then
    Edit Payroll Tax Forms
    .
  2. Select
    Reconciliation
     in the
    Form type
     field.
  3. Select
    Federal
     in the
    Jurisdiction
     field, then choose a
    Form
    .
  4. Select
    Refresh
     to display the form.
  5. Verify the information in the
    Paid Preparer Use Only
     section.

This article applies to:

  • Product: Accounting CS
  • Subject: e-file

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