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sbo
Level 2

Monthly 941 reports for QB Desktop 2019

Looking for a way to run a monthly 941 reports instead of quarterly?  For businesses that need to pay their federal taxes monthly.    Right now I am having to run the regular quarterly report and manually break it down by month.   

 

Would this be somewhere in the employee payroll?

To elaborate this would be a report for the total taxes as well as the breakdowns for social security,  medicare etc. that are taken out of paychecks each month. 

For the QB desktop 2019 version.  Thank you.  

Solved
Best answer September 21, 2021

Best Answers
AlcaeusF
Moderator

Monthly 941 reports for QB Desktop 2019

Hello @sbo,

 

Thank you for posting here in the Community. I can help you pull up the 941 data by month in QuickBooks Desktop.

 

Yes, there's a report you can use under the Employees & Payroll section. I suggest using Payroll Summary to view total taxes and breakdowns of the taxes taken out on each paycheck.

 

Here's how to run the report:

 

  1. Click the Reports tab at the top menu bar.
  2. Hover your cursor to Employees & Payroll and select Payroll Summary.
  3. Press Customize Report.
  4. Change the report date range to monthly.
  5. Below Columns, choose Total only.
  6. Uncheck the box beside Hours and Rate.
  7. Hit OK
  8. View the monthly total taxes. 
  9. Double-click the amount to view the breakdown. 

 

Additionally, I recommend visiting the following article to learn how to check the taxes reflecting on each line of your 941 return in QuickBooks: Comparing and Verifying the Taxes on a 941 Return with a Payroll Summary Report.

 

Feel free to hit that Reply button if you have additional questions about using payroll reports in the Desktop version. Have a great day ahead.

View solution in original post

3 Comments 3
AlcaeusF
Moderator

Monthly 941 reports for QB Desktop 2019

Hello @sbo,

 

Thank you for posting here in the Community. I can help you pull up the 941 data by month in QuickBooks Desktop.

 

Yes, there's a report you can use under the Employees & Payroll section. I suggest using Payroll Summary to view total taxes and breakdowns of the taxes taken out on each paycheck.

 

Here's how to run the report:

 

  1. Click the Reports tab at the top menu bar.
  2. Hover your cursor to Employees & Payroll and select Payroll Summary.
  3. Press Customize Report.
  4. Change the report date range to monthly.
  5. Below Columns, choose Total only.
  6. Uncheck the box beside Hours and Rate.
  7. Hit OK
  8. View the monthly total taxes. 
  9. Double-click the amount to view the breakdown. 

 

Additionally, I recommend visiting the following article to learn how to check the taxes reflecting on each line of your 941 return in QuickBooks: Comparing and Verifying the Taxes on a 941 Return with a Payroll Summary Report.

 

Feel free to hit that Reply button if you have additional questions about using payroll reports in the Desktop version. Have a great day ahead.

sbo
Level 2

Monthly 941 reports for QB Desktop 2019

Thank you so much.    I was wondering, would this be the only way, for each employee?  So can a report be run for all of the medicare, social security etc that was paid out each month for all the employees??

sbo
Level 2

Monthly 941 reports for QB Desktop 2019

Okay thank you so much.  Please disregard my other reply as I saw what I was looking for!  Have a great day!

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