We moved!

Help articles have been migrated to the new Help and Support. You can find help for your products and accounts, discover FAQs, explore training, and contact us!

Accounting CS offers the ability to electronically file the Ohio state Form IT-941 and the IT-501 payment voucher. Use the following steps to set up clients for OH e-filing and processing. .

Client setup

1. Choose Setup > Clients and then highlight the appropriate client.
2. Click the Edit button, and then click the Payroll Taxes tab.
3. Verify that the following information is entered:
   1. Unemployment ID (must be 10 digits formatted as XXXXXXX-XX-X)
   2. Withholding ID (must be 8 digits starting with 51, 52, 53, or 54)
   3. Unemployment rate
4. In the Taxes grid, verify that each of the Ohio withholding items are assigned to an Agent.
5. In the Forms grid, verify the Filing Method for the IT-941 is Electronic or Electronic with payment, and the Do Not File checkbox is cleared.
6. Click the Additional Information button next to Ohio and complete all of the fields.

See also: Setting up client payroll tax information

Vendor setup

Electronic with payment filing method

Electronic filing method

Other setup items

1. Choose Actions > Process Electronic Forms and then click the Transmission Information button.
2. Enter the applicable information in the General, Federal, and Ohio sections.
3. Choose Setup > Firm Information > Staff and then select the payroll form preparer.
4. Verify that the following information is entered:
   • Title
   • Business address
   • Business phone number
   • Email address
   • PTIN and Third party designee PIN (if applicable)

Processing Form IT-941

1. Choose Actions > Edit Payroll Tax Forms.
2. Filter for Form type: Reconciliation, mark the Annual checkbox, and select the appropriate year.
3. Click the Refresh button and then select OH in the Jurisdiction field and IT-941 from the Form field.
4. Review the automatically filled in fields for accuracy.
5. Address any diagnostics displayed on the bottom of the screen.
6. Choose Actions > Process Payroll Tax Forms.
7. Filter for Form type: Reconciliation, mark the Annually checkbox, and select the appropriate year.
8. Click the Refresh button.
9. Click the plus sign next to the client to see the available forms.
10. Mark the checkbox next to IT-941 and verify that the filing method is Electronic or Electronic with payment.
11. Click the Process Selected button.
12. In the Print dialog, make your output selections, with the Filing copy checkbox marked. Note that nothing will physically print unless the Client copy checkbox is marked.
13. Choose Actions > Process Electronic Forms and mark the checkbox next to the forms you are ready to transmit.
14. Click the Transmit Forms button to send the IT-941 and IT-501 information to the state. If your filing method was set to Electronic with payment, the liability will also be marked as closed.

See also: Open liabilities do not equal balance due

Processing Form IT-501

The application automatically generates Form IT-501 when the following criteria are met:

• there is a balance due on Form IT-941.
• there are open liabilities on the Print Checks screen (or Manage Impound Payments).
• the Ohio Treasurer of State vendor has a payment preference of Electronic.
• the filing method for the IT-941 is Electronic with payment.

You can make payments without processing form IT-941. Simply print the liability payment on the Print Checks screen, and then you'll see the IT-501 form available for transmission on the Process Electronic Forms screen.

Re-processing a rejected Form IT-501

If you file IT-501 and it is rejected, use the following steps to re-file after you make any necessary corrections.

1. Choose Actions > Enter Transactions.
2. Locate the IT-501 payment in the list of transactions, and then click on it to highlight it.
3. Click the Delete button.
4. Choose Actions > Process Electronic Forms.
5. Click the Manage Electronic Forms button.
6. Use the filters to locate the rejected IT-501 form.
7. Mark the checkbox for the form, and then click Remove Selected.
8. Choose File > Print Checks or Actions > Manage Impound Payments and re-process the payment.
9. Choose Actions > Process Payroll Tax Forms and re-process the IT-501 form (or IT-941, whichever applies).
10. Choose Actions > Process Electronic Forms and re-transmit the form.

Was this article helpful?

Yes No

Submit