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State specific payroll information

Add a signature and signer information to Part 5 of the 941

Accounting CS lets you automatically populate part 5 of the 941 with your client's taxpayer name, title, phone number and signature. Use the following steps to enter this information for your client.
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Add taxpayer information to your client

  1. Select
    Setup
     then
    Clients
    .
  2. Select your client then select
    Edit
    .
  3. From the Main tab, select the
    Ellipsis
     button near the Additional Contacts.
  4. In the Contact section, enter the name of the contact person and, optionally, a title, company, and a salutation.
  5. Mark the
    Payroll form signer
     checkbox. That contact will then be available for selection in the Taxpayer Signature field in the
    Payroll tax forms additional information
     window.
  6. Select
    Enter
     to save the contact information.

Add a signature and signer to your client's 941 form

  1. Go to the
    Payroll Taxes
     tab in the Forms section.
  2. Select
    Additional Information
     associated with the Federal 94x.
  3. Select the information to populate the 94x signature area.
    Taxpayer
    Select a taxpayer from the dropdown, if appropriate. The name, phone number, and other pertinent information entered for the selected contact will be used to complete the forms. To omit the taxpayer signature date from the form, select the Suppress date checkbox.
    The names available in the Taxpayer dropdown list are:
    • Contacts of the client that are set up in the
      Additional Contacts
       window and have the
      Payroll signer
       checkbox marked.
    • A contact of the firm that is set up in the
      Additional Contacts
       window and has the
      Reporting agent
       checkbox marked.
    Taxpayer signature image
    This area displays the taxpayer signature image that will appear in the Taxpayer signature area on the form. Select the
    Ellipsis
     button to open the
    Insert Image - Signature
     window, where you can go to and insert a signature image into the database, or remove a signature image that you have already inserted.
    Preparer
    Select a preparer from the dropdown. The name, phone number, and other pertinent information entered for the selected staff member will be used to complete the forms. To omit the preparer signature date from the form, mark the
    Suppress date
     checkbox.
  4. Select
    OK
     to save 94x Additional Information.
  5. Select
    Enter
     to save changes to the client information.

This article applies to:

  • Product: Accounting CS
  • State: All states
  • Subject: Payroll tax forms

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