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Prepare the federal Form 941 and Schedule B

You must have a Go onlinepayroll service subscription to prepare your federal Form 941 (and Schedule B, if applicable) in QuickBooks. What if I'm an Assisted Payroll customer?

Note for Assisted Payroll customers.

Before you begin

Before you begin, 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 941.

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.

Display the federal Form 941

Follow these steps to create and display your Form 941 (and Schedule B, 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 941 from the list and enter your filing period.

    QuickBooks opens Form 941 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 941 interview

Go onlineLearn more about Form 941 and COBRA premium-assistance payments

Review your form

When you have completed 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 941


Troubleshooting payroll tax forms

Go onlineAsk other users about preparing and filing Form 941 in QuickBooks

See also

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