2Q21 941

The 2Q21 941 on QuickBooks Desktop Payroll does not match the 2Q21 941 from the IRS - QuickBooks please provide an update to fix this!

I wish I could make it better, @jclcpa.

As much as I'd love to offer help and share how you're able to generate the correct payroll form you need, we've got separate support who can address this in no time.

That said, I'd recommend contacting our Customer Care Support. With their tools, one of our specialists can pull up your account on file. And understand why the worksheet you're referring to is didn't generate correctly as expected. To do so:

1. Go to Help.
2. Select QuickBooks Desktop Help.
3. Click Contact Us.
4. Under What can we help you with, select Search something else.
5. On the Tell us more about your question field, enter Generate 941 Payroll From.
6. Click Search.
7. Choose a channel where you wish to connect with our specialists.

In the same manner, here's an article you can read to learn more about when are you able to connect with our support: Contact QuickBooks Products and Services Support.

On top of that, I've also included this reference helpful in understanding the recent updates mandated by your tax agency for all your payroll tasks: Browse all articles for your QuickBooks product.

Don't hesitate to post again here if you have other questions or concerns with QuickBooks tasks and navigations. I'm always around happy to help. Take care and stay safe!

I was on with QuickBooks Payroll support yesterday and today; no solution as of yet - they suggested that I post a message to see if anyone else was having this problem also.

Yes it’s frustrating the forms that we need are not easily available for us to choose from.

In Intuit’s defense aside from the fact that they have a very interesting relationship with the IRS

Filing your own 941X for the ERTC credit although is not difficult to do there are many constantly changing caveats

given that we all use QuickBooks from their perspective they are providing a complete solution so that your books are in line with, in this case,  your ERTC filing I and none the least of which is likely ensuring that you are compliant in all respects for the particular quarter that you’re filing in. Do you want to set up cares act payroll items according to QuickBooks direction on the topic, Once you go to run your 941 reports if you have properly setup Setup your CARES ERTC Payroll accounts And have properly allocated the payments for each employee that qualifies then the appropriate work sheets should display. We depend on QuickBooks to produce proper and compliant returns and filings it is never the less unfortunate that It is not clearly explained as to the steps needed to pop up certain forms.

I have run and Created my ERTC filing package manually 1st by running and creating the 941 then the 941-X as far as QB Allows the download IRS 941 Instruction & Direction all of the information to complete lines 11C 13d etc are on a single page and Worksheets 1,2,3,4 & 5 are at the bottom of the PDF. It’s easy to first manually do the appropriate worksheet and then go back into the 941 in a PDF editor plug the numbers Into the fields that QuickBooks will not allow access to until the proper worksheet pops up (which contrary to the Intuit name, as we know is not intuitive). Bottom line when you go through these three documents, the instructions which are line by line not very intimidating and you go through it and cross check your numbers it’s empowering because you can be sure you’ve done it right. I would still feel better if there were clear directions on how to get the forms to pop up, and then there is the submission, printing it and mailing for a claim versus being able to directly file it through QuickBooks especially if you simply want to ask that the credits be applied to your future payrolls,

Yes it’s frustrating the forms that we need are not easily available for us to choose from.

In Intuit’s defense aside from the fact that they have a very interesting relationship with the IRS

Filing your own 941X for the ERTC credit although is not difficult to do there are many constantly changing caveats

given that we all use QuickBooks from their perspective they are providing a complete solution so that your books are in line with, in this case,  your ERTC filing and none the least of which is likely ensuring that you are compliant in all respects for the particular quarter that you’re filing in. Do you want to set up cares act payroll items according to QuickBooks direction on the topic, Once you go to run your 941 reports if you have properly setup Setup your CARES ERTC Payroll accounts And have properly allocated the payments for each employee that qualifies then the appropriate work sheets should display. We depend on QuickBooks to produce proper and compliant returns and filings it is never the less unfortunate that It is not clearly explained as to the steps needed to pop up certain forms.

I have run and Created my ERTC filing package manually 1st by running and creating the 941 then the 941-X as far as QB Allows the download IRS 941 Instruction & Direction all of the information to complete lines 11C 13d etc are on a single page and Worksheets 1,2,3,4 & 5 are at the bottom of the PDF. It’s easy to first manually do the appropriate worksheet and then go back into the 941 in a PDF editor plug the numbers Into the fields that QuickBooks will not allow access to until the proper worksheet pops up (which contrary to the Intuit name, as we know is not intuitive). Bottom line when you go through these three documents, the instructions which are line by line not very intimidating and you go through it and cross check your numbers it’s empowering because you can be sure you’ve done it right. I would still feel better if there were clear directions on how to get the forms to pop up, and then there is the submission, printing it and mailing for a claim versus being able to directly file it through QuickBooks especially if you simply want to ask that the credits be applied to your future payrolls,