How do I access the 941 Schedule B form?

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.

1. Click on the Payer List button.
2. Highlight the payer the 941/Schedule B is to be added to.
3. Choose Semi-Weekly from the 941 Depositor section.
4. Click Save.

Procedure 2 (Preparing a 941 Schedule B)

1. Click on the Payer List button.
2. Highlight the desired payer the 941 Schedule B is to be added to.
3. Click on the Add Form button above the Form List.
4. Select Federal in the Federal/State/Local drop down menu.
5. Select the Form Name drop down arrow and choose Form 941/Sch B/ Sch D.
6. Click on the Schd B button on the right.

APPLIES TO

• Yearli 2014 - Current

HB32