Form 941 Quarterly Information Report

The Form 941 Quarterly Information Report provides the information necessary to accurately calculate and file IRS Form 941 - Employer’s Quarterly Federal Tax Return.

The report can be reached by selecting Reports > Payroll > Form 941 Quarterly Information Report.

It can be created as an Excel file with 4 worksheets or a PDF file.

The worksheets contain the following information:

• Detail: Provides payroll information for all employees who received compensation during the selected quarter

• Summary: Provides quarterly totals and summary payroll information, sorted by the line number indicated on Form 941, for the selected reporting quarter

• Detail by Register: Provides payroll information by register for all employees who received compensation during the selected quarter

• Schedule B: Provides the values required to complete Schedule B of the 941 Federal Tax Form

Report filters & parameters are:

• Year

• Quarter

• Combined FICA rate (Employee + Employer)

• Combined Medicare rate (Employee + Employer)

• Additional Medicare tax withholding rate

• Employee identifier: Select from employee SSN or employee number.

Sample Detail

Sample Summary

Sample Detail by Register

Sample Schedule B

Return to Payroll Reports Overview