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How do I print a 940 form?

Views: 286 Created: 2017-05-08 15:06 Last Updated: 2017-05-10 11:40

SYMPTOM

How do I print a 940 form?

RESOLUTION

Procedure 1 (Creating and printing the 940)

  1. Click on the Payer List button.
  2. Choose the payer.
  3. Click the Add Form button.
  4. Choose Form 940/Schedule A from the Form Name drop down menu.
  5. Answer preliminary questions 1 through 4.*
  6. Enter the applicable information.
  7. Click Save.
  8. Click Yes.
  9. Click the Print button on the right.
  10. Select the copy to print.
  11. Click Print to print the form or Preview to view the form before printing.

*When preparing the 940/Schedule A:

  • If you check preliminary question 1, Line 1b is also checked and Schedule A appears.
  • If you check preliminary question 2, Line 2 is also checked and Schedule A appears. Line 11 fills from the Total of Schedule A.
  • If you check preliminary question 3, Line 9 becomes available.
  • If you check preliminary question 4, Line 10 becomes available and the Worksheet is available for you to complete.
  • You can unlock certain fields and override the automatic calculation by clicking on the unlock button and entering data into the field.
  • A Payment Voucher window appears at the bottom of Form 940 if Line 14 is completed.

APPLIES TO

  • Current version of Yearli