Print tax forms for a previous closed Payroll quarter
Description
Cause
Resolution

Both of the following conditions must apply:

  • Must have applicable Years to Retain eFile Check History set in Payroll Options (default=4 years) see steps below
  • The form tax year hasn’t been updated to the new tax year
    • Example: Wanting to print the 941 Form for the 2021 tax year, when the actual 941 Form has been updated to the 2022 tax year. Even though the form itself will show 2022, the data that populates into the form will be from the tax year 2021.

How to set Years to Retain eFile Check History in Payroll Options:

  1. Open Payroll, Setup, Payroll Options
  2. On the Main tab, select applicable year to Retain eFiling check history
    • Enter the number of years, from 4 through 99, to retain the eFiling check history. Enter a minimum of four years to retain current and prior years history. Check history that’s past the number of years to retain is purged during year-end processing.
  3. Click Accept

 

How to Print Prior Quarter 941 after you close the Quarter:

  1. Open, Payroll, Period End, Federal and State Tax Reporting
  2. Select Form Type 'Federal' and Form Name 'xxxx 941/Schedule B/941-V Report' (xxxx=tax year)
  3. In the Reporting area, enter applicable Tax Year and select applicable Quarter from the dropdown
    • NOTE: 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
  4. 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

 

[BCB:155:Chat 100 US:ECB]

 

Steps to duplicate
Related Solutions

How to install, activate, update, and uninstall Federal and State Tax Reporting
How to Perform Quarter End & Year End Processing in Payroll 2.x and Higher
How to reprint saved payroll and accounts payable tax forms