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A Arthur
Level 1

940 form from previous year

I need to locate a copy of my 940 form from 2017.  However in 2018 I switched from desktop to Online version of Quickbooks.  Is there any way to retrieve this form?

1 Comment 1
SophiaAnnL
Moderator

940 form from previous year

I'll give you a few steps to retrieve the form you need, A Arthur.

 

Since you filed the 2017 940 form in the Desktop version, we can find this form on that software. Just open QuickBooks Desktop, if you still have it installed, so we can do this task.

 

The Desktop version keeps your filing history in the program. The filing history will display the forms you've electronically filed and printed. You can view the PDF copy of these forms anytime even if you don't have an active payroll subscription.

 

To do this:

  1. Click Employees at the top, and then select Payroll Center.
  2. Go to the File Forms tab.
  3. Under Filing History, find the 2017 940 form.
  4. In the SAVED PDF column, click the link for the form to open it.

If you can't find the form there, we can open the Tax Form Worksheet for 2017 in QuickBooks Desktop.

 

Here's how:

  1. Click Reports at the top, and then select Employees & Payroll.
  2. Click More Payroll Reports in Excel, and then select Tax Form Worksheets.
  3. When an Excel spreadsheet opens, click Enable Content at the top to enable the Macros.
  4. In the QuickBooks Tax Worksheets window, click the tickbox for Annual 940.
  5. Enter the dates, and then select Create Report.
  6. The spreadsheet will display the 940 data for the year 2017.

Please let me know if you're able to see the data after following these steps. I'll be around if you need anything else.

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