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This article describes some additional steps to take when you are preparing a final 940 or 941 return for your client.

Enter additional information about the final return

1. Choose Setup > Clients and click the Payroll Taxes tab.
2. In the Forms section, click the Additional Information button for the Federal 94X form.
3. Click the Final Statement button.
4. Complete the fields in the Final Statement dialog.
5. Click Enter to save your changes.
6. Mark the Include inactive checkbox (in the upper-right hand corner of the screen) to display the inactive client.

The information you enter in this dialog does not display on the form, but it is required for electronic filing.

Mark the Final Return checkbox on Form 940 or 941

To mark the Final Return checkbox on form 94X, the inactive date entered for your client must be in the same period as the form being processed.

1. Choose Setup > Clients and click the Main tab.
2. In the Client Information section, enter an Inactive date and choose the Inactive reason: Business closed.
3. Click Enter to save your changes.

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