How do I prepare a 941 for e-filing?

SYMPTOM

How do I prepare a Form 941 for e-filing?

RESOLUTION

Procedure 1 (Prepare the Form 941 for e-filing)

Note: The IRS requires any organization that decides to e-file 941 forms to first obtain a personal identification number (PIN).  PIN’s are valid for a specific employee in a specific company.  The PIN, distributed by the IRS, can be obtained by submitting the 941 PIN Application within the program.  Also required for e-filing the 941 form is the company's Name Control.

1. Click on the Payer List button.
2. Highlight the payer name.
3. Click the Add Form button above the Form List.
4. From the Federal/State drop down menu, choose Federal.
5. Choose 941/Schedule B from the Form Name drop down box.
6. Select the appropriate quarter.
7. Click OK.
8. A form preparation screen will appear. On this screen verify the information or make any required manual entries.
9. Near the bottom of the form, in the Part 5 section, check the File electronically as Taxpayer or File electronically as Reporting Agent box. This will unlock the information boxes that need to be filled out for E-Filing.
10. Enter the information and use the Balance Due Payment area if needed.
11. Click Save.
12. Click OK to close the form.
13. The 941 can now be transmitted using the Send Returns option in the E-file Center menu.

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