E-filing 940 or 941/944 using individual client PINs

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Important reminder!

Product support for Engagement CS is ending on September 30, 2020. See Engagement CS license expiration 2020 - frequently asked questions for more information.

Licenses for Payroll CS, Trial Balance CS, and Write-Up CS permanently expired on March 1, 2017.

Some processes documented in the Help & How-To Center are no longer applicable, due to the discontinuation of Creative Solutions Accounting.

Prior to filing 940 or 941/944 using individual client PINs, you must register with the IRS as an Electronic Return Originator (ERO). Upon successful registration, you will receive an EFIN from the IRS. Please refer to the Overview of 940 and 941/944 electronic filing for more information. If you are currently an ERO, complete the following steps.

  1. If the client has not yet been assigned a PIN by the IRS, enroll the client by completing the fields in the ELF E-file Enrollment dialog and then click the Create Enrollment button. Once you transmit the enrollment via CS Connect, the client should receive a PIN from the IRS within 2 weeks.
  2. With the Payroll Tax Processing window active, choose Setup > ELF Transmission > Client. Complete the Business section of the ELF Client dialog. If you want any amount due to be automatically debited from the client's bank account, complete the fields in the Payment group box also. Click the OK button to save your changes.
  3. Choose Setup > ELF Transmission > Firm. Enter your firm's EFIN number in the Firm Numbers group box. Click OK to save your changes.
  4. Choose File > Print and then mark the Queue for transmission checkbox at the bottom of the Print Tax Forms dialog. The necessary forms will be queued whether or not you mark the checkboxes in the payroll tax forms grid. Click OK.
  5. In the PIN information dialog, enter and verify the client PIN. You have the option to store the PIN for future returns. Click OK to queue the forms for transmission.

    Note: The ELF Data Errors dialog displays any errors the application finds in your 940 or 941/944 electronic filing data when you attempt to queue a file for transmission. Examples of errors are missing information, incomplete fields, or unmatching liability and net tax amounts.

    Once the 940 or 941/944 electronic filing information has been transmitted to CSA, it cannot be stopped. To delete the electronic filing information prior to transmission (if you discover an error, for example), choose File > ELF Utilities > Queue Maintenance and use the Queue Maintenance dialog to select data for deletion.

  6. Click the Done button to close the Payroll Tax Processing window.
  7. From the main CSA window, click the CS Connect button to open the CS Connect (CSA) dialog.
  8. In the CS Connect (CSA) dialog, mark the Transmit returns and the Retrieve acknowledgements checkboxes.

    Note: Click the Electronic Filing tab to specify which returns you want to send.

  9. Click the Call Now button. The Connect Status dialog displays the progress of the ELF file transmission.
  10. To view the acknowledgement files, choose File > ELF Utilities > ELF Maintenance when the Payroll Tax Processing window is active. The acknowledgement files are marked with an (A) for Accepted or an (R) for Rejected.

Thomson Reuters requires firms that are submitting electronic files to have a valid credit card on file (unless they have purchased an unlimited license). To add or update your credit card information, visit CS.ThomsonReuters.com/MyAccount/ManagePayments. If you are a Software as a Service (SaaS) firm, contact CS Customer Service at 800.968.0600 for further assistance.

See also

Overview of 940 and 941/944 electronic filing

E-filing 940 or 941/944 as a reporting agent

Queue Maintenance dialog

Working with CS Connect

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