You must have a payroll 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
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, do the following:
Make sure you have the right version of the form.
QuickBooks only stores one version of payroll tax forms at a time. To make
sure you have the latest version, you should get a payroll update before you begin
preparing your Form 940.
The federal government usually publishes updated forms for the upcoming tax
season at the end of the year. The payroll service normally makes these
available for download in mid-December. To ensure you have the correct version
of the forms, download
and install payroll updates before preparing your form.
Pay your state unemployment tax and record the payments in QuickBooks.
Follow these steps to create and display your Form 940 (and Schedule A, if applicable).
Open the Payroll Center.
In the File Tax Forms section, click Process Payroll Forms.
Click Federal form.
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.
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.
Review common questions about the Form 940 interview
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
How QuickBooks calculates numbers on Form 940
What if the amounts look wrong?
Troubleshooting payroll tax forms
Ask other users about preparing and filing Form 940 in QuickBooks
Assisted Payroll tax filing
Edit your payroll tax form
Check your payroll tax form
Print your payroll tax form
E-file payroll tax form
Where's the Form 940-EZ?