Print tax forms for a previous closed Payroll quarter
Description
Cause
Resolution
Both of the following conditions must apply before you print a prior-quarter Form 941:
Sage 100 has enough years configured in Payroll Options to retain payroll history.
The tax year still appears in the available form list. For example, when printing 2021 data after the 2022 form replaces it, the form displays the 2022 layout, but Sage 100 fills it with 2021 data.
Set years to retain eFile check history
Open Payroll, Setup, Payroll Options.
Select the History tab.
Enter the number of years of payroll history to retain.
Select Accept.
NOTE:
Payroll entry history that’s past the number of years to retain is purged during year-end processing.
Print Form 941 for a prior quarter
Open Payroll, Period End, Federal and State Tax Reporting.
In the Reporting area, enter the applicable Tax Year.
Select the applicable Quarter from the list.
Select a form before changing the Quarter field.
Review the quarter selection. Annual forms disable the Quarter field.
Select Accept.
How to Print Prior Quarter 941 after you close the Quarter:
Open, Payroll, Period End, Federal and State Tax Reporting
Select Form Type 'Federal' and Form Name 'xxxx 941/Schedule B/941-V Report' (xxxx=tax year)
In the Reporting area, enter applicable Tax Year and select applicable Quarter from the dropdown. Select a form before you’re able to change the quarter field, note if the form is an annual form then the Quarter field will be disabled.
Click Accept
If you need to reprint a tax form that has already been printed &/or eFiled, see related article, How to reprint saved Payroll and Accounts Payable tax forms