I use QB Enhanced Payroll on Desktop

This is the method I used for revising my 941 for Q1 of 2021.  Note that for Q's that have already had 941's submitted you will need to complete a 941x and submit by mail.

I had not done any payroll using the ERC payroll item because we didn't qualify due to having a PPP loan.  Since the law has changed we are now eligible.  When I went to file our 941 for Q1 of 2021 there is no way to edit any of the numbers and worksheet 1 is not even available.

After spending a LONG time on the phone with support, they were telling me there is no way to edit the paychecks because the direct deposits had already been completed, and there is no way to edit the 941 or worksheet 1 because no ERC items had been used.

So....  I created a single paycheck (for later deletion) for someone in Q1 with $1000 of ERC (using the setup QB has outlined).  I did not submit or otherwise process this payroll.  I made sure the paycheck was for a period in Q1 and dated within Q1.  THEN when I run the 941 all of the items I need to revise became so I could override them, and worksheet 1 was available and I could edit the numbers I needed to.  I can then just delete the paycheck after submitting the 941.

Be sure you run and print (do not submit) a 941 prior to creating the fake paycheck so you know what the numbers are.

I have gotten to the point where I can submit the 941 but I haven't done so as I'm awaiting final review from my CPA, but I'm assuming that this method will work.

Worksheet 1 will not become available unless there is a paycheck that uses the ERC payroll item.

It seems they have no idea about coordination with PPP. Automation with new payroll items is just impossible That's the reason why the IRS created Worksheet 1. We may have to submit 941 by mail.

I think I finally have solution; dump QBooks payroll!

Thanks for your 1-check work-around! We had to use a NEGATIVE amount of $(.01) in our Regular Pay in the top section of Paycheck Detail (Rate of $.01 with Hours of minus 1). Then we put a POSITIVE amount of $.01 in Other Additions and Deductions section (I think?) (Rate of $.01 with Quantity of 1) using the Payroll Item we had created of "CARES Retention CR -EE". Then in looking at a Payroll Summary report we could see that the Regular Pay was a penny down and the CARES Retention CR -EE was at a penny. 

Then the Form 941 gave us a Worksheet 1 showing the penny which we were able to override to the correct amount of our Qualified Wages. 

Unfortunately our Form 941 Schedule B was then negatively affected by the Employee Retention Tax Credit (ERTC), since that page is meant to show our Liability amounts throughout the quarter, not our payments. QuickBooks just deducted our Employer Social Security amount for the whole quarter from the first few of our 941 FICA liabilities' amounts. So we overrode all of the Schedule B amounts to accurately show the 941 FICA liabilities without the Employer Social Security portion. 

There ABSOLUTELY needs to be an override feature for the ERTC lines.  I have done everything I can and followed these instructions both from the QB and this forum but can't get any overrides or a worksheet to happen.  How difficult can this be and why is it not offered?  QB please do something about this as I'm super frustrated that being able to use your software is the hardest part of filing my tax returns.

I understand where you're coming from, treenichols.

It would be best to reach out to our Support outside the Community. That way, they can start a screen-sharing session and guide while you're looking on the same page. They are available from 6 AM to 6 PM PT. 

1. Go to the Help menu, then select QuickBooks Desktop Help.
2. Click Contact Us.
3. Enter a short description of your concern, then select Continue.
4. Select between these two options:
   • Start messaging.
   • Get a callback.

You can also reach out to the Chat Support Team using this link: Do It Yourself.

If you need anything else, you can always go back to this thread.

can u manually enter 11c on the form 941

Yes, you can manually enter the amount on Line 11Cc gmartin48.

Simply right-click the numbers and select the option to override the amount. Before proceeding, make sure all payroll items are created when tracking the retention credit. This will ensure you have accurate records on the form.

You can browse this link: How to set up and track the Employee Retention Credit under the CARES Act, then follow QuickBooks Desktop Payroll for instructions and detailed steps.

To see the value of the amount that appears on the Line 11c field, pull a Quick Report. Here's how:

1. Go to your Chart of Accounts, then select the COVID-19 Expenses account.
2. Select the Reports ▼ dropdown, then select QuickReport.
3. Update the dates to reflect the period you are looking for.
4. The amount should show all the payroll items you’ve set up and run payroll. The amount in the Total column reflects the amount of the Credit.

Also, please know that we comply with the IRS tax laws. The details on the 941 form are based on the paychecks you've created.

I'm adding this article to learn how your returns are reported on the quarterly form: How QuickBooks populates the 941.

If you need to adjust the amount reported on the form, you can use the liability adjustment feature in QuickBooks Desktop Payroll. Please read through this article for the detailed steps: Adjust payroll liabilities.

You can also follow the workaround shared by ChristopherHSM in this thread. If you need anything else with QuickBooks Desktop payroll, just leave a comment below. I'd be glad to help you.

I want to calculate my company employee retention. Please is there a worksheet for making the calculation and are they sent along with the 941?

Yes, there is, Kanddid.

I'll help you in pulling the worksheet.

Form 941 Worksheet 1 is used to calculate refundable/non-refundable portions of qualified sick and family leave employee retention credits for the quarter. To generate this form, you'll have to update your payroll tax table to the latest release to get our latest tax form enhancements.

After that, make sure that you qualify and claim a credit under the Family First Coronavirus Response Act (FFCRA). You'll also want to verify that your payroll items are set up correctly including their tax tracking type in QuickBooks Desktop. This process will help ensure that the Worksheet 1 will populate when opening Form 941.

In addition, I've included some resources that you can browse to know more about available tax credits and learn how to use our Tax Credit Estimator to calculate your potential savings:
 

• How to calculate the Employee Retention Credit 
• Employee Retention Tax Credit

When you're ready to file your tax forms, you can refer to this article to be guided in doing the process: E-file 940, 941, and 944 tax forms.

If I can be of any additional assistance, please don't hesitate to visit this thread again. I'm always here to back you up.

"simply right click" is total BS!

Does not work...do you even know your product?

And that is the QB problem!

They have not been able to listen to how to correct this. It is a little too complex for them to understand.

They think they are the smartest kid in the room...simply will not listen to the simple fix.  Make worksheet A accessible and enterable and make lines 11-13 overridable!

False info: Is not presently overridable!

No one at Intuit was able to help me in their service line. I was told to contact IRS. As if the IRS is going to walk me thru filing a tax form. 

No worries. I’m here to help file your tax form, @michelleloretta.

Before you can file your tax form in QuickBooks Desktop, you’ll want to make sure you’ve met these requirements below:

• You're using the supported version
• You have the most recent payroll update
• The filing method of the federal forms is changed to E-file
• Enrolled in the IRS E-File Program
• You have 10-digit PIN

If you haven’t set up your forms for e-file yet, you can use this information to sign up for the IRS E-file.

Once done, follow the steps outlined below to file your form:

1. Go to the Employees menu, then Payroll Tax Forms & W-2s > Process Payroll Forms.
2. In the Payroll Center, select the File Forms tab.
3. Select the form you need to file from the list.
4. Click File Form.
5. Select the form filing period and click OK.
6. Review the forms and select Check For Errors. If needed, correct any errors.
7. Press the Submit Form button.
8. Hit the E-File button and follow the on-screen instructions to submit the form.

Within 24-48 hours, you can check the status of the form you submitted.

On the other hand, you’ll need to contact IRS for complete instructions if you’re referring to file an amendment form. You can also reach out to a tax advisor for assistance.

Don’t hesitate to leave a message if you have other payroll questions or concerns. Our doors are always open to serve you. Take care!