How do i file prior years 940 forms?

I'll give you a few steps to file your prior year 940 forms, @nachufusi.

You can still print your last year's tax form through the Payroll Tax Center window. Then, manually submit it to IRS. Here's how:

1. Go to the Taxes menu and select Payroll tax.
2. Click Annual Forms, then select the 940 tax form.
3. Select the last year's period and click View.
4. Click the Print icon to print the form. 

After printing, you can now manually submit it to the IRS. 

Additionally, you can run some payroll reports in QuickBooks. This way, you can get a closer look at your business's finances and view useful information about your business and employees.

Stay in touch if you need further assistance while working in QBO. Please know I’m always here ready to help and make sure you’re taken care of. Enjoy the rest of the day.

Hi @nachufusi,

Hope you’re doing great. I wanted to see how everything is going about the form 940 tax filing concern you had the other day. Was it resolved?

Do you need any additional help or clarification? If you do, just let me know. I’d be happy to help you at anytime.

Looking forward to your reply. Have a pleasant day ahead!

My copy says "DO NOT FILE - ERROR ON FORM" in bold print across form.  How do I get that removed to print?

I had to find the form on the IRS website. https://www.irs.gov/pub/irs-prior/f940--2020.pdf

I had to find the blank form on the IRS website.  https://www.irs.gov/pub/irs-prior/f940--2020.pdf

Thanks for dropping by, @BNISSEN. Let me answer your concern about printing 940 form in QuickBooks Desktop.

The message appeared because the IRS has the draft form. Let’s make sure that you have the updated version of IRS.

You can follow the steps below to help resolve this concern.

1. Update payroll tax table.
2. Reset QuickBooks update.
3. Close and re-open the program.

Once done, let’s try to prepare the 940 form.

If you need further assistance with printing IRS forms, you can always hit the Reply button. Have a great day!

Apparently i did not file the 940 tax form for 2020. I just got a notice yesterday.  Help. 

My quickbooks says the tax rates have been updated so it won't print correct amounts>  ?   How could i have missed it when QB's gives me the reports due on my reminder?  It doesn't leave the screen until it is paid. 

I did the report, i just found it. So how i prove it to the IRS?  I don't know.  

Hello BodyshopBiz,

Thank you for reaching out to the QuickBooks Community! That's awesome that you were able to find the reports. Just to clarify, are you trying to prove the payments or the tax filing to the IRS? I will be looking forward to your response. Take care in the meantime.

yes now that i have found the report which i mailed in March to prove it the first time.  Obviously they did not note i had sent it in and that it had been recieved. So if i mail it again, who's to say it will be documented?  How can i assure it is documented that it has been done?

Thanks for responding, @BodyshopBiz.

I'll share some information about the submission of tax forms. To ensure the validity and proof of received, I recommend contacting the IRS directly. They can assist you with the verification process. Just visit the IRS website for details.

I'm also attaching this link to help you manage your taxes: Year-end checklist for QuickBooks Online Payroll.

Please know that you're always welcome to reply if you have follow-up questions with tax reports. Don't hesitate to reply. Take care and have a nice day ahead.

Hello. 

I have the same problem. Need to submit 2020 940. I have enhanced payrolll subscription. Where is the "Taxes" menu? IRS website?

Thanks for joining the thread, @carelink5. Let me share additional information about filing the 940 forms in QuickBooks Online (QBO).

For your concern about the Taxes menu, you can see it in the left navigational bar once you sign in to QBO. 

As for your query about filing the 940 forms, you can visit the IRS website.

Furthermore, follow these steps to look for Form 940 in QBO:

1. Go to the Taxes menu and select Payroll Tax.
2. Click Annual Forms under the Forms section. You can also click View and Print Archived Forms if you're able to archive it before.
3. Look for Employer's Annual Federal Unemployment Tax Return, then click 940.
4. Make sure the period is set to 2020.
5. Click View.

Additionally, feel free to check out this article for additional guidance and reference: 

• Run Payroll Reports
• Payroll Tax Compliance Links

• Set up e-file and e-pay in Online Payroll

Our doors are always open to help you again if you need further assistance with 940 forms in QBO. I'll be glad to help. Take care!

Thank you for the response. Appreciate the help.

Just to make it clear, for others like me looking for answers, we cannot file previous years of 940 from our QuickBooks Desktop. We can only do it manually and send it by mail or do it electronically (e-file) through a company or website which is IRS approved. I did it using Tax1099.com.

Hello

I'm needing to reproduce a 940 from from a previous year. I read your instructions but are unable to locate the TAXES selection. What menu is it in?  I don't see it in my home page. 

Thanks

Welcome to this thread, mike400.

Thank you for following the solution shared by my colleagues and letting us know the result. Let me help and guide you on how to get to the Taxes menu in QuickBooks Online (QBO).

1. In your company, go to the Taxes menu on the left panel (between Reports and Mileage) and select Payroll tax.
2. On the Payroll Tax Center, navigate to the Forms section and click the Annual Forms link to see more details.
3. Tap the 940 link located in the Employer’s Annual Federal Unemployment Tax Return section.
4. Then click the Select the period drop-down and pick the year you’re working on.
5. Press the View button to open the tax form.
6. From there, click the Print menu to get a copy of your 940 forms.

If you wish to file the form to the IRS, you’ll have to manually submit it to the agency. However, if the year is no longer available from the Select period drop-down, I recommend contacting our Payroll Support Team. They have extra tools to get the tax form for you. Click here to view the contact details and choose QuickBooks Online Payroll.

For additional resources, I’m adding some links below to learn which taxes and tax forms Intuit handles for your business. Aside from that, you’ll see the steps on how to archive payroll tax forms.

• Tax payments and forms Intuit payroll submits for you
• Archive old forms

Drop a comment if you still need assistance with processing your 940 forms. I’ll get back to make sure this is taken care of for you. Have a great day ahead.

I'm missing 2020 940 completely.  I have no clue where to get the information to fill out the form.  QB does all the tax work for me.  QB online has file 940 every year since, except 2020?  Why? How do I go back and have QB fill out the form?  

Thank you!

Thanks for following this thread, @velvet-thedoc. I understand the need to get the 940 info. I'm here to help ensure you'll get all the details you need for your tax forms. 

I can see you're using the Full-Service Payroll. I'd recommend contacting our Payroll Support team to further assist you with this. 

Here's how: 

1. Sign in to your QuickBooks Online company.
2. Click the Help (?) menu.
3. Select Contact Us.
4. Enter your concern like "Missing 940 info", then select Let's talk.
5. Choose a way to connect with us. Either Start a chat with support or Get a callback from the next available expert.

Let me know if you have additional or other concerns. I'm always around here to help you some more. 

I can't find this in Quickbooks Desktop. Can you help with that?

I appreciate you joining the thread today, jch84. Let me share some ways to file your older 940 forms.

At this time, you can file your prior forms manually either by mailing or submitting the completed documents directly to the IRS. The good thing is that you can utilize QuickBooks Desktop (QBDT) to prepare or print the information required. 

To start:

1. Open your QBDT file.
2. Select Payroll Tax Forms & W2s from the Employees menu.
3. Click on Process Payroll Forms.
4. Choose the annual form in the file form section.
5. Tap on the dropdown menu and set the year for preparing your Form 940.
6. Follow the onscreen pop-ups to gather the details.
7. Hit on the Print button to print your records.

Alternatively, you may run your payroll reports to obtain the payroll data for the years you want to file. Ensure to accurately track all income, withholdings, and other payroll information needed. 

You can gain further insights to effectively manage your forms and taxes in QBDT from these links:

• E-file and e-pay federal forms and taxes in QuickBooks Desktop Payroll Enhanced
• Set up state e-file and e-pay in QuickBooks Desktop Payroll Enhanced

Additionally, here's how you can check payroll tax payments and forms you made within the system: View your previously filed tax forms and payments.

Please let me know in the comment section below if you have follow-up questions while filing your forms. I'm just a few clicks away to help you again. Keep safe!