Payroll quarterly forms, 941, 940, and NCIS

PamelaB1 · ‎January 04, 2019

I printed the 941 quarterly payroll report today, along with the 940 annual report and the NCUI. These were just printed but not e-filed. Then I printed off the checks for amounts due. I was planning to mail these in along with the reports. They are saved in my history as a PDF.

The accountant informed me that I need to include some items (health insurance for owner and also automobile use) on the 941 and 940.

My questions is: "Can I delete these and start over with my returns? Or can they be edited since they have not been filed yet? And how do I go about doing this without losing the information that goes on these forms. I need to make corrections and basicly start over with printing these."

Thank you!

qbteachmt · ‎January 04, 2019

When you generated the Form, they are saved. You can restart it at any point, as New. Don't open Existing.

And you need the Checks to be the right amount, or the Forms are not going to match. You would Update the Checks, once you know the new value, and reprint on New check #s. Or, just void those since you printed them, and that lets the Number remain, but the Pay Liabilities needs to be done fresh once you have your new year end values.

Anita-58 · ‎March 13, 2019

It generated on the wrong year, it saved, I caught it after it saved. I have tried to update to new year form 2019, and it is not... help!

FritzF · ‎March 13, 2019

Thanks for joining this conversation, @Anita-58.

Allow me to chime in for a moment and share some information about the payroll tax forms in QuickBooks Desktop (QBDT).

Just to confirm, may I know what specific form you're trying to generate? Are you getting any error messages? If so, payroll tax forms for 2019 are currently unavailable in QBDT. This means the forms are still in progress to ensure its accuracy and will be available after the preparation is complete.

For your reference, you can also check out this article for more information: Forms unavailable (blocked) for Q1 2019 Federal and State Forms - current as of 03/13/2019.

Thanks for your understanding and patience. Please post again in the Community or leave a comment on this thread should you have any follow-up questions. I'm always here to help. Have a great rest of the day!

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Payroll quarterly forms, 941, 940, and NCIS