Summary

The 941 Report is used to report on the data required on the IRS Employer's Quarterly Federal Tax Return Form 941. This form requires reporting of income taxes, Social Security tax, or Medicare tax withheld from employee's paychecks.

Step by Step

1     Open the 941 Report window (PR> Reports> 941 Report).

2     Configure the report.

• Use the Quarter drop-down menu to select which quarter to include on the report.
  • The date filter used to determine which paychecks belong in each quarter is selected in the Date to Use drop-down menu.
• Enter a calendar year in the Year field.
• The Date to Use drop-down menu is used to select what date is used to determine which paychecks belong in each quarter.
  • Select Batch if you would like to use the batch month entered in the New Batch window when a Computer Checks or Manual Checks batch is generated.
  • Select Check if you would like to use the check date.
    • The check date is entered on the Checks step of the Computer Checks process (PR> Computer Checks> Checks> Check Date field).
    • The check date is entered during the Timecards step on the Manual Checks process (PR> Manual Checks> Timecards> Select a check> Open the Checks tab> Check Date field).
• The Sick Leave Wages and Family Leave Wages fields are used to select the qualified sick and family leave pay codes that will be included in the report.
  • If a pay code is selected in one field, it cannot be selected in the other.
• The report will display:
  • Specified quarter and year
  • Number of employees paid during the quarter
  • Wages, tips, and other compensation
  • Taxable social security wages:
    • Qualified sick leave wages
    • Qualified family leave wages
  • Taxable Medicare wages and tips
  • Taxable wages and tips subject to Additional Medicare Tax withholding

3     Print the report.

• Once the required report settings have been specified, click the Print button to print your report.
• Click the options arrow on the right side of the Print button to see other print options.
  • Select Send PDF to Job Viewer to print the report in the default Springbrook format.
  • Select Send Excel to Job Viewer to export the report data to an Excel spreadsheet as unformatted data.
  • Select Send Excel (Formatted) to Job Viewer to export the report data to an Excel spreadsheet that includes much of the Springbrook formatting found on the printed version of the report.
• Click the Schedule icon next to the Print button in order to schedule the report to generate at a later date and time.
  • Enter a Date and Time to generate the report and click SUBMIT.
• Users can also regenerate a report with the same configuration as a prior report via the report history section. This can help improve efficiency when an identical report is frequently generated.
  • Once a report has been generated, the date and time it was generated will display in the report history accessed via the Expand Arrow button   on the right side of the window.
  • Expand the report history and click on a previous report record to automatically populate the report criteria with the criteria specified on the previously generated report. This section will display the last three times the report was generated.