E-File 940 tax forms in QuickBooks is used to report Federal unemployment tax returns. However, there are some users who are unable to use E-file 940 tax forms in QuickBooks Desktop. If you are the one getting same difficulties, proceed with steps given below.
Steps to E-file 940 tax forms in QuickBooks Desktop
Mentioned below are the steps to E-file 940 tax forms in QuickBooks Desktop.
- First of all, you must subscribe to Enhanced payroll service or QuickBooks Standard.
- Go to the top menu bar, hit on Employees.
- After that, you have to choose Payroll Forms and W-2s, then Process Payroll Forms.
- In the File Forms section, you have to choose Annual Form 940.
- Tap on the drop-down arrows and choose the Year.
- Hit on OK button and you will now complete the interview, and then tap on Next button to proceed to your form 940.
- Review all the information in your form to ensure that they are accurate.
- If you need to enter the information in a field that is currently blank, go ahead and type it directly in the field.
- The new data displays before you.
- Also, if you want to edit information that is incorrect, you have to do right-click in the field, and choose the option of Override.
- Next, you have to enter the new data in the Override box and press on the Tab.
- If you need to undo an override, hover right-click in the field and choose Cancel Override.
- To edit an EIN or a SSN, you have to close the payroll tax form, and edit the information in the appropriate place in QuickBooks Desktop.
- Start a new form and do not save your form and open it again after editing the information in QuickBooks Desktop, because QuickBooks Desktop does not export new data into existing forms.
- To specify a different filing period, you have to close your existing form and create a new one.
- Restricting the filing period on the form does not routinely change the other fields on the form.
- You should never change any field that is a sum of other fields on the form. QuickBooks Desktop calculates these automatically.
- To change a total, you have to change one of the fields used to calculate it.
- Now, Hit on the option– Check for Errors to identify and fix any form errors.
- You can click in the error description box to take you directly to the error on the form to make the correction.
- Tap on the Save and Close to save your changes and come back later, or Print for Your Records to print your form.
- You may also click on the Submit Form to electronically file your form.
By following all these steps, you can E-file 940 tax forms in QuickBooks Desktop, and get all your issues resolved instantly.