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AbbyHCU
Level 2

941 Summary Report

Last quarter I printed a "941 Summary" and this quarter I cannot find where I got it from.  I know it was exported to Excel.  It has Wages, Tips and Other Compensation and breaks it down by payroll category, federal tax withholding, SS and Medicare.  Has Daily Wage Summary, has Taxed Wages by Employee.  Any ideas where I can find this again?

Solved
Best answer June 29, 2021

Best Answers
BigRedConsulting
Community Champion

941 Summary Report

@AbbyHCU 

The reports you're after can be found on the QB menu at Employees | Payroll Tax Forms & W-2s | Tax Form Worksheets in Excel - and also at Reports | Employees & Payroll | More Payroll Reports in Excel | Tax Form Worksheets.

View solution in original post

4 Comments
LeizylM
QuickBooks Team

941 Summary Report

Hi there, AbbyHCU. 

 

Glad to have you here in the Community space. I am here to help you sorted out the payroll reports in QuickBooks Desktop. 

 

Before you prepare your form:

 

Once done, here's how you can prepare your forms:

 

  1. Select Employees, then Payroll Forms & W-2s, then Process Payroll Forms.
  2. Select Quarterly Form 941/Schedule B or Annual Form 940/Sch. A.
    Note: Only semi-weekly depositors are required to file form Schedule B, when any other deposit frequency is selected a Schedule B will not be e-filed and you will likely receive a tax notice.
  3. Select Create Form
  4. Choose the Year or Quarter from the small arrow ▼ then choose your Quarter Ending date.
  5. Select OK.
  6. Complete the interview for your form. Select Next.
    Review the information on your form to confirm it is correct.
    Note: If you need to add or change, data select the field and enter the amount. New data displays in blue and changed data displays in green.
  7. Select Check for Errors to identify and fix any form errors.
  8. Select Save and Close to save your changes and come back later or select Print for Your Records to print your form.

I've also added an article to help learn how QuickBooks populates the lines on form 941: How QuickBooks populates the 941.

 

Please let me know how it goes. I'll be around to help if you have any other questions about your reports. Have a good day ahead. 

BigRedConsulting
Community Champion

941 Summary Report

@AbbyHCU 

The reports you're after can be found on the QB menu at Employees | Payroll Tax Forms & W-2s | Tax Form Worksheets in Excel - and also at Reports | Employees & Payroll | More Payroll Reports in Excel | Tax Form Worksheets.

View solution in original post

BigRedConsulting
Community Champion

941 Summary Report

@LeizylM 

It would be better if you answered questions in areas where you know QuickBooks, and after reading the question and understanding it. Your answer clearly does not answer the question.

AbbyHCU
Level 2

941 Summary Report

Thank you!  That is exactly what I was looking for.

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