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How do I access the 941 Schedule B form?
Views: 3015 Created: 2016-07-25 10:48 Last Updated: 2018-07-09 08:03 |
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SYMPTOM
How to access the 941 Schedule B.
The Schedule B is used to report tax liability on a daily basis. Semi-weekly schedule depositors are required to complete and attach the Schedule B to Form 941.
RESOLUTION
Procedure 1 (Setting up the 941 depositor information)
To prepare a Schedule B in the program, the payer must be set up as a Semi-Weekly 941 Depositor on the Manage Payer screen. If the payer is not setup as a monthly or weekly depositor, the Schedule B button will not appear on the 941 prep screens.
- Click on the Payer List button.
- Highlight the payer the 941/Schedule B is to be added to.
- Choose Semi-Weekly from the 941 Depositor section.
- Click Save.
Procedure 2 (Preparing a 941 Schedule B)
- Click on the Payer List button.
- Highlight the desired payer the 941 Schedule B is to be added to.
- Click on the Add Form button above the Form List.
- Select Federal in the Federal/State/Local drop down menu.
- Select the Form Name drop down arrow and choose Form 941/Sch B/ Sch D.
- Click on the Schd B button on the right.
Note: Yearli automatically enters each day's deposit for each month of the quarter. Yearli calculates the monthly totals (on line A of the form) and the quarterly totals (on line D of the form).
APPLIES TO
HB32
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