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kb111
Level 3

Can a generate a second 941 if I mistakenly created one and had to do one more paycheck

Our church is going to be changing names and will be getting a new EIN number.  We ran what we thought was our last pay under the old EIN number and then went ahead and had QB create a 941 and also ran W-2's just so we would at least have figures to use at the end of the year since the desktop software we are using currently will not be supported after May 31.  I just found out that there was one more paycheck that was to be written by May 31st.  If I write this check and it is dated May 31st, will I be able to generate a new updated 941 and W2 info for the period that I already created one for with the updated pay included?  Or once I generate them can they not be regenerated?  

We have quickbooks desktop premier non-profit with basic payroll.  

Thank you in advance for any info about this.  

Solved
Best answer May 30, 2023

Best Answers
Rasa-LilaM
QuickBooks Team

Can a generate a second 941 if I mistakenly created one and had to do one more paycheck

I'm here to guide you in the right direction on how to handle your payroll concern, kb111.

 

Yes, you can generate an updated 941 form after running your payroll for May 31. Before we begin, download the latest maintenance release for your QuickBooks to apply critical fixes and resolve common errors or issues. Next, update the tax table version to get accurate rates and calculations for federal and supported state taxes.

 

For the updated 941 forms, you'll have to create or print a new one. Here's an article that outlines the complete details: Pay and file payroll taxes and forms manually in QuickBooks Desktop Payroll. Then, proceed directly to Step 2: Prepare and print or save your payroll tax form.

 

Also, let's pull up your Tax Form Worksheets to get the data for your W-2 tax return. Here's how:

 

  1. In your QuickBooks, navigate to the Reports menu at the top to select Employees & Payroll.
  2. Choose More Payroll Reports in Excel and Tax Form Worksheets.
  3. If necessary, follow the prompts to enable macros in Excel. 
  4. This action will open the QuickBooks Tax Worksheets window.
  5. Tick the radio button for Annual W-2/W-3.w2.png
  6. Click the Create Report button.
  7. The workbook retrieves payroll tax form data from QuickBooks and displays it in the appropriate places in the worksheet.
  8. When you move your cursor over various amounts on the worksheet, your cursor changes to a pointer, and the words 'QuickZoom to see details' appear.
  9. To see the results of an amount in question, click the amount.
  10. The QuickBooks detailed transactions that were used to calculate the amount appear in an Excel Pivot Table in the workbook.

 

To view the complete list of Excel-based payroll reports, see this reference: Export reports as Excel workbooks in QuickBooks Desktop. It includes instructions on how to get updated statements as well as create a Summarize Payroll Data.

 

If you're using the Assisted Payroll version, I recommend contacting our Payroll Support Team for further assistance. One of our specialists will guide you on how to properly handle your payroll taxes and forms.

 

I've added some links below that tackle how to set up your new payroll service and handle your accounting activities seamlessly:

 

 

If you have any other payroll concerns or additional questions about processing tax forms, leave a comment below and tag my name. I'll jump right back in to answer them for you. 

View solution in original post

1 Comment 1
Rasa-LilaM
QuickBooks Team

Can a generate a second 941 if I mistakenly created one and had to do one more paycheck

I'm here to guide you in the right direction on how to handle your payroll concern, kb111.

 

Yes, you can generate an updated 941 form after running your payroll for May 31. Before we begin, download the latest maintenance release for your QuickBooks to apply critical fixes and resolve common errors or issues. Next, update the tax table version to get accurate rates and calculations for federal and supported state taxes.

 

For the updated 941 forms, you'll have to create or print a new one. Here's an article that outlines the complete details: Pay and file payroll taxes and forms manually in QuickBooks Desktop Payroll. Then, proceed directly to Step 2: Prepare and print or save your payroll tax form.

 

Also, let's pull up your Tax Form Worksheets to get the data for your W-2 tax return. Here's how:

 

  1. In your QuickBooks, navigate to the Reports menu at the top to select Employees & Payroll.
  2. Choose More Payroll Reports in Excel and Tax Form Worksheets.
  3. If necessary, follow the prompts to enable macros in Excel. 
  4. This action will open the QuickBooks Tax Worksheets window.
  5. Tick the radio button for Annual W-2/W-3.w2.png
  6. Click the Create Report button.
  7. The workbook retrieves payroll tax form data from QuickBooks and displays it in the appropriate places in the worksheet.
  8. When you move your cursor over various amounts on the worksheet, your cursor changes to a pointer, and the words 'QuickZoom to see details' appear.
  9. To see the results of an amount in question, click the amount.
  10. The QuickBooks detailed transactions that were used to calculate the amount appear in an Excel Pivot Table in the workbook.

 

To view the complete list of Excel-based payroll reports, see this reference: Export reports as Excel workbooks in QuickBooks Desktop. It includes instructions on how to get updated statements as well as create a Summarize Payroll Data.

 

If you're using the Assisted Payroll version, I recommend contacting our Payroll Support Team for further assistance. One of our specialists will guide you on how to properly handle your payroll taxes and forms.

 

I've added some links below that tackle how to set up your new payroll service and handle your accounting activities seamlessly:

 

 

If you have any other payroll concerns or additional questions about processing tax forms, leave a comment below and tag my name. I'll jump right back in to answer them for you. 

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