Hello there, @GraceMary,
There isn't an option to override the amounts on the 941 form. QuickBooks Desktop complies with the IRS tax laws to generate the numbers based on the date you pay your employees.
If you need to adjust the amount reported on the form, you can use the liability adjustment feature in QuickBooks Desktop Payroll.
Please read through this article for the detailed steps: Adjust payroll liabilities.
Should you need anything else with filing your returns, just leave a comment below. I'd be glad to help.
You can override most numbers on the 941 and other forms by right-clicking the numbers and picking the option to override the amount. I think it is called "override" or similar (from memory.) This has always been the case since the inception of QB in the last century.
However, you don't need to and should not(!) override numbers to split a payroll that spans quarters. Payroll reporting does not work that way. Payroll amounts are always reported to the IRS, SSA, and all state agencies based on the paycheck (payroll) dates and not based on the pay period dates for the checks.
My Qtr 2 form 941 is pulling numbers that don't match my QB Payroll Summary report for the same period. Any advice of what I can do? Maybe I will have to manually file this quarter?
My Q2 form 941 is pulling different numbers than my QB Payroll Summary for the same period. I need to fix it! Any suggestions? The Payroll Summary is correct, but the 941 is not.
Maybe I will have to file manually this quarter.
Thanks for posting your concern here in the Community, @KathyKT.
Let me share some information on how to match form 941 and Payroll Summary report in QuickBooks Desktop (QBDT).
You'll need to compare and verify the taxes on a form 941 return with the payroll summary report. Once you identify the discrepancy, you can check this article on how to correct it: Comparing and Verifying the Taxes on a 941 Return with a Payroll Summary Report.
You may also visit this article for the troubleshooting steps if the form 941 line 2 does not match adjusted gross wages in the Payroll Summary report: Troubleshooting amounts in Form 941/Sch. B - Employer's Quarterly Federal Tax Return.
If you need further assistance with the steps, I recommend contacting our QuickBooks Desktop Support Team. They have additional tools to pull up your account and do a screens-sharing.
Here's how to contact our customer support:
Please let me know how it goes. I'll be around to help if you have any other questions about QuickBooks payroll. Have a good day ahead.
There shouldn't be any expectation that the payroll summary report and the 941 will match. They're not designed to match and do very different things / approach the data in very different ways.
If you want to see more details regarding what is included on different lines of the 941, run the Payroll Tax forms in Excel, where you can see the details of the numbers in the main boxes by tax tracking type and also zoom in on them to see more details.
To see this report start at Reports | Employees & Payroll | More Payroll Reports in Excel | Tax Form Worksheets. When the feature launches, pick 941 as the form type and then continue.