941 Schedule D

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Although Form 941 Schedule D is normally filed just once per year, you can file it at the end of any quarter during the year if it is being filed for a business that is closing due to a merger or acquisition. Note that Schedule D is a user-completed form and it is not automatically available within Accounting CS.

Follow these steps to make Form 941 Schedule D available for a client.

  1. Choose Setup > Clients and click the Payroll Taxes tab.
  2. Click the Edit button.
  3. In the Federal 94x area of the Forms section, clear the Do Not File checkbox in the 941 Schedule D row.
  4. Click Enter to save your change. Show me.
  5. Choose Actions > Edit Payroll Tax Forms.
  6. Select Reconciliation from the Form type field, mark the Quarterly checkbox and select the quarter and year.
  7. Click the Refresh button.
  8. Select the Federal Jurisdiction
  9. Select Form 941 and click the 941-Sch D tab. Show me.
  10. Complete the relevant information.
  11. Print this form in the File > Process Client Forms screen or the Actions > Process Payroll Tax Forms screen.

A diagnostic, Tax year of discrepancies, will display when the form is incomplete or if you do not need to file a 941 Schedule D. Either complete the form or navigate to the Payroll Tax tab of Setup > Clients. Select the Do Not File checkbox in the 941 Schedule D row within the Federal 94x area of the Forms section. Show me.


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