Printing 941 filing instructions along with the form

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Important reminder!

Licenses for Payroll CS, Trial Balance CS, and Write-Up CS (but not Engagement CS) permanently expired on March 1, 2017.

For details, see CSA license expiration 2017 – frequently asked questions.

Some processes documented in the Help & How-To Center are no longer applicable, due to the discontinuation of these CSA modules.

To print the 941 filing instruction letter with your payroll tax form, follow these steps:

  1. Utilities > Payroll Tax Processing.
  2. When the Payroll Tax Processing window opens, click the appropriate icon in the shortcut bar at the left. The default tax form is the 941 form.
  3. After retrieving and verifying the information for the tax form, choose File > Print to open the Print Tax Forms dialog.
  4. Mark the checkboxes for the forms you want to print, and then choose 941 Filing Instructions.ltr from the drop-down list in the Filing Instructions column.

    Note: You can modify the variables and conditional statements in this letter by following the Inserting variables and conditional statements in a payroll tax form filing instruction letter procedure.

  5. Click the OK button to print the tax form and the filing instruction letter.

See also

Inserting variables and conditional statements in a payroll tax form filing instruction letter

Print Tax Forms [File menu]

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