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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 file my 941, 944, or 940 form with my EFTPS PIN?

SYMPTOM I have an EFTPS PIN. Can I file my 941, 944, or 940 form using this PIN? SOLUTION The EFTPS PIN cannot be used to file the 941, 944, or 940 forms. To electronically file the forms, the IRS requires a special efile PIN. When filing the 941, 944, or…

3 Can I file my 941, 944, or 940 form with my tax filing PIN?

SYMPTOM I have a tax filing PIN that I use to file 1040, 1120, or 1065 returns with. Can I file my 941, 944, or 940 form using this PIN? SOLUTION The tax filing PIN cannot be used to file the 941, 944, or 940 forms. To electronically file these forms you…

4 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,…

5 How can I apply for a 941, 944, or 940 electronic filing PIN?

SYMPTOM I need to obtain a PIN in order to electronically file my 941, 944, or 940 form. How do I register for the PIN? SOLUTION The IRS currently offers two types of PINs that can be used to electronically file 941, 944, or 940 forms; Taxpayer PIN and Reporting…

6 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…

7 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…

8 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…

9 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.…

10 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…

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