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:

• Update QuickBooks Desktop to the latest release.
• Get the newest payroll tax table in QuickBooks Desktop.
• Ensure that all Federal Income Tax, Social Security, Medicare, and Federal Unemployment Insurance tax payments are properly recorded in QuickBooks Desktop.

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.