Federal Tax Report (941) Instructions

Use the Federal Tax Report (941) to print the quarterly earnings and FICA amounts for the employees.

Tips:

This report is also known as the Employer's Quarterly Federal Tax Return.
For more information about running reports, see Print View.
To see an example of the report, click Federal Tax Report (941) Sample.

Directions:

To open, click Reporting from the Menu. Then, click Government Reports and Federal Tax Report (941).

Or, use the keyboard shortcut: [ALT] [e] [g] [f].

Report Writer Window Example:

Federal Tax Report (941) Prompt Options
Report Writer Range & Sort	You can make changes to the Report Writer range and sort as needed. For more information on changing the range or sort options, see Report Writer Overview.
Additional Options	To include a cover page, check the Cover Page box. To include a detail separator, click to check the Detail Separator box. To omit the detail separator, leave the box unchecked. To only export the report, check the Export Only box. See Export Only Step below for instructions. If you select Export Only, select Export Column Headings if you want to include column headings in the Excel file.
	To generate the report, click Print, or press [ENTER]. Keyboard shortcut: [ALT + p] To print to the Print View window, click Print View . To escape from the print routine, click Close .
After selecting Print or Print View, the Federal Tax Report options are displayed.
Quarter	To specify the quarter of the year to include in the report, click one of the options in the list. (1 through 4)
Quarter End Date	Enter the end date of the quarter included in the report. (MM/DD/CCYY)
Include Employees With Zero Calendar Earnings YTD	Specify if you want to print employees with no earnings: To include employees with no earnings for the calendar year-to-date, select the box. To exclude employees with no earnings for the calendar year-to-date, de-select the box.
Print Page Totals	To include totals for each page, check the box. To omit totals for each page, leave the box unchecked.
SSN Display	To specify how each employee's social security number should be displayed, select a choice in the list.
	After entering the report prompts, click Continue to display the Report Writer prompts. Keyboard shortcut: [ALT + o] To escape from the print routine, click Cancel . Keyboard shortcut: [ALT + c]
Export Only Step	If Export Only was selected, the report will display in an Export to Excel window. Click Export and the Save as Window is opened. Browse for the location to save the file and enter a name for the file. Click Save As to complete the file save.