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Level 1

How to file a 941 from a previous year

Just was notified IRS did not receive a 941 from 2015.  CPA didn't file....  How do I put this form together in 2018 Quickbooks Pro?

5 Comments
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QuickBooks Team

How to file a 941 from a previous year

Hey there, Cmccalla.

 

The available 941 form in QuickBooks is for 2018. You'll want to download the prior form on the IRS website. Then, manually enter the information.

 

You'll get the information by pulling up a tax form worksheet in QuickBooks. Here's how:

  1. Click the Reports menu.
  2. Go to Employees & Payroll, click More Payroll Reports in Excel, then choose Tax Form Worksheets.
  3. Turn on the Macros.
  4. Under Which worksheet do you want to create?, choose Quarterly 941.
  5. Enter the dates, then click Create Report.

Once done, you'll manually submit the form to the IRS.

 

If you have other payroll concerns, you can always post anytime in the Community. Have a great day! 

 

Highlighted
Level 1

How to file a 941 from a previous year

I get to #3 make a Macro and I can not get any further, can you please give me some help?

Cathy

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QuickBooks Team

How to file a 941 from a previous year

Hello, @P71,

 

I appreciate you following the steps provided by my colleague so you can get a copy of your form 941 in 2015.

 

Let me provide you the step to keep you going. When you open the worksheet, the yellow message bar appears with a shield icon. Just click the Enable Content button to open the QuickBooks Tax Worksheets window.

 

Please see the attached screenshot below so you know what I'm referring to.

 

Another method to enable macros is to change the macro settings in the Trust Center page. Here's how:

  1. Click the File tab from the Microsoft Office.
  2. Click Options.
  3. Select Trust Center from the left menu, then click Trust Center Settings.
  4. Select Macro Settings, then select the option you want.
    macrosettings.PNG
  5. Click OK to save the settings.

Once you have the file and copied the information to the actual 941 form, you can then submit it to the IRS.

 

I've added this article for additional guidance on how to manage payroll forms in QuickBooks Desktop: Process, print, and save QuickBooks Desktop Payroll tax forms.

 

Should you need anything else with submitting payroll forms, please let me know, and I'd be glad to help.

Highlighted
Level 1

How to file a 941 from a previous year

Can you still e-file the form? Or do you have to paper file? None of you experts has made that clear.

 

If you have to paper file, what's the point? Quickbooks needs to fix that and allow e-filing of prior year forms.

Highlighted
QuickBooks Team

How to file a 941 from a previous year

We'll have to manually paper file previous tax forms, jorgebincpa. 

 

We're unable to e-file late tax forms, and we'd suggest you to download the form on the IRS website and we can use the information in QuickBooks to fill it out. You can follow the steps provided by my colleagues. Let's just make sure that we pulled up the correct year or quarter, and the form. 

 

You can also use these articles for more details in filing tax forms in QuickBooks Desktop:

Just leave a reply of your questions below, and we're here to help you through it. You take care always!

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