3c._Print_the_annual_941_report_for_the_calendar_year

3c. Print the annual 941 report for the calendar year

The Annual 941 Report is one more way to verify that your annual payroll data is accurate. You're going to use the Annual 941 Report in step 3e to 

  • compare the Annual 941 Report total with the total of all the Quarterly 941 reports for the year, and 

  • compare the year-to-date totals from the 941 Report with the totals found on the Payroll History Report.

 

Watch a video

 

 

How do I print the Annual 941 Report?

Print the 941 Report for the entire calendar year (01/01/YYYY to 12/31/ YYYY). Use this report to reconcile Payroll History and match the W-3s. Do not mail this report.


Why do I need the Annual 941 Report? Use the Annual 941 Report to report wages/tips for this quarter, including those paid to qualified new employees on line 5a-5c of Form W-2.


Do this...

1. Open Connect Payroll > Reports > 941 Report.

2. Change the report date range to select the check issue dates for the entire calendar year being closed.

How do I change the date range for annual reports? Use the options in Report Dates to select the calendar year (01/01/YYYY to 12/31/YYYY). To learn more, see the help topic titled How do I change the date range for annual reports?

 

3. Select the Print Detail Report checkbox.

The detail report can be helpful if you need to troubleshoot employees who do not balance. We recommend selecting this checkbox. 


4. Click to select the Print Form checkbox.

5. Click Preview (Ctrl+Q) to preview the report or click Print (Ctrl+P) to print the report.

6. Use the Print Setup window to set up the printer options, and then click OK.

The 941 report prints. 

 

7. Set the report aside. 

941 Form, Page 1 of 3


Later, you’ll use the first page of the report to compare

  • Line 2: Wages, Tips, and Other Compensation

  • Line 3: Federal Income Tax Withheld from Wages, Tips, and Other Compensation

  • Line 5a, Column 1: Taxable Social Security Wages

  • Line 5c, Column 1: Taxable Medicare Wages & Tips

 

 

 

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