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Prepare the federal Form 940 and Schedule A

You must have a Go onlinepayroll service subscription to prepare your federal Form 940 (and Schedule A, if applicable) in QuickBooks. What if I'm an Assisted Payroll customer?

If you subscribe to Assisted Payroll, the Assisted Payroll service prepares and files your federal and state payroll tax forms for you. For a list of the exact forms prepared and filed for you and answers to many common questions about this service, visit the Go onlineQuickBooks Assisted Payroll support Web site. In addition, you can view and print the forms that Assisted Payroll has prepared for you by clicking View/Print Forms & W-2s in the View Tax Forms section of the Payroll Center.

Before you begin

Before you begin, do the following:

Display the federal Form 940

Follow these steps to create and display your Form 940 (and Schedule A, if applicable).

  1. Open the Payroll Center.

  2. In the File Tax Forms section, click Process Payroll Forms.

  3. Click Federal form.

  4. Select Form 940 from the list and enter your filing period.

    QuickBooks opens Form 940 in the Payroll Tax Form window and prefills it with your company data.

Complete the interview sheet

When you open your form, QuickBooks first displays an interview sheet. QuickBooks uses the interview sheet to gather the remaining information it needs to complete your form.

Go onlineReview common questions about the Form 940 interview

Review your form

After finishing the interview sheet, click the Next arrow at the bottom of the payroll form window to proceed to your form.

Review all the information on your form to make sure it is complete and accurate.

How QuickBooks calculates numbers on Form 940


See also

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