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Corrected payroll tax forms

Process corrected 94X-X forms

Follow these steps to process corrected 94X-X forms.
note
  • There's no corrected Form 940. You can submit an amended 940 form: Open the reconciliation form, mark the
    Amended
     checkbox in the Type of Return section, then enter corrections on the form. Review the instructions for Form 940 on the IRS website to determine how to file the amended paper return.
  • A corrected form will be available in the
    Edit Payroll Tax Forms
     screen only if the form that it corrects is available to file.
  • The application processes only corrected federal forms, not state forms.
  1. Select
    Actions
    , then
    Edit Payroll Tax Forms
    .
  2. Select the client from the
    Client
     dropdown.
  3. Select
    Corrected
     in the
    Form type
     dropdown, and the specific form in the
    Form
     dropdown.
    Depending on the form type selected, you may also need to select the year, or the quarter and year.
  4. Select
    Refresh
     to display the form.
  5. Enter the necessary information on the form.
    • It's important to enter a date in the
      Enter the date you discovered errors
       field. If the form is set up to apply overpayments to the next return, the discovery date affects when overpayments are applied. For example, if you use Form 941-X to correct the 1st quarter Form 941, the discovery date should be before the end of the 2nd quarter so that the overpayment applies to the 2nd quarter.
    • Accounting CS will retrieve both the original and corrected columns of the form. You'll need to modify whichever column needs adjustment.
  6. Select
    File
     then
    Process Client Forms
    .
  7. Select
    Paper File
     for the Filing Method, or e-file the return.
    note
    • You have the ability to electronically file the Form 941-X starting with 1st quarter of 2024 and Forms 943-X, 945-X, and an amended 940 starting with tax year 2023.  Any tax periods prior to these periods will still need to be filed using the Paper filing method.  Form 944-X can't be filed electronically and must also be filed using the Paper filing method.
  8. Select the form to print, then select
    Process Selected
    .

This article applies to:

  • PRODUCT: Accounting CS
  • Subject: Payroll tax forms

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