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Federal Quarterly Forms

1 940/941/944 PIN Application

SYMPTOM Creating and sending a 940/941/944 PIN Application through Yearli. There are two types of 940, 941, and 944 electronic filers: Taxpayer (or employer) and Reporting Agent. The IRS requires any organization that decides to e-file a 940, 941, or 944…

2 Can I make a 941 or NYS-45 payment if the form has already been filed?

SYMPTOM Making payments to the IRS or to the state of New York if the form was already filed through the E-file Center. RESOLUTION Procedure 1 (941 and NYS-45 payments) If a 941 or NYS-45 was already filed through the E-file Center, the balance due payment,…

3 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…

4 How do I add or edit payer (941, State Quarterly) forms?

SYMPTOM How to add or edit a payer form in the Yearli software. RESOLUTION Procedure 1 (Adding a payer form) Click the Payer List button. Choose the payer the form will be added to. Click the Add Form button. Choose federal or a state from the Federal/State/Local…

5 How do I create a 940 form?

SYMPTOM How do I create a 940 form? RESOLUTION Procedure 1 (Creating a 940 form) Click on the Payer List button. Choose the Payer. Click on the Add Form button. Choose the 940/Schedule A option from the Form Name drop down menu. Choose the appropriate boxes…

6 How do I create a 941-V form?

SYMPTOM How do I create a 941-V form? RESOLUTION Procedure 1 (Creating a 941-V form) Click on the Payer List button. Choose the Payer. Click on the Add Form button. Choose the 941-V option from the Form Name drop down menu. Choose the appropriate quarter.…

7 How do I create a 941-X form?

SYMPTOM How do I create a 941-X form? RESOLUTION Procedure 1 (Creating a 941-V form) Click on the Payer List button. Choose the Payer. Click on the Add Form button. Choose the 941-X option from the Form Name drop down menu. Choose the type of return you are…

8 How do I create a 945 form?

SYMPTOM How do I create a 945 form? RESOLUTION Procedure 1 (Creating a 945 Form) Click on the Payer List button. Choose the payer. Select the 945 Depositor type. Note: The Payer must be setup as a Monthly or Semi-Weekly depositor to access the 945 Prep Screen.…

9 How do I create a 945-A form?

SYMPTOM How do I create a 945-A form? RESOLUTION Procedure 1 (Creating a 945-A form) Click on the Payer List button. Choose the payer. Select the 945 Depositor type. Note: The Payer must be setup as a Monthly or Semi-Weekly depositor to access the 945-A Prep…

10 How do I create a 945-X form?

SYMPTOM How do I create a 945-X form? RESOLUTION Procedure 1 (Creating a 945-X Form) Click on the Payer List button. Choose the payer. Click on Add Form. Choose 945-X from the Form Name drop down menu. Fill in the necessary fields on the form. Click Save.…

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