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June 7, 2023
Question

I need to find our Q1'23 Form 941. Where is it?

  • June 7, 2023
  • 1 reply
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1 reply

June 10, 2023

The steps to view your Quarter 1 Form 941 for 2023 in QuickBooks Online depend if it's already filed or not, @Tawny9513. Let me explain it further and walk you through the steps.

 

If the form is filed, you can access it from the Archive section. I'll show you how:

 

For e-filed tax form:

 

  1. Select Taxes, then Payroll Tax.
  2. Select the Filings tab.
  3. View your current tax forms in the ACTION NEEDED or COMING UP section. Or select Resources, then Archived forms and filings for past forms.
  • If available, select Preview to view forms not yet filed.

 

For manually filed tax form:

 

Step 1: Archive the form

  1. Go to Taxes, then Payroll Tax.
  2. Select the Filings tab.
  3. Next to the tax form you want to save or archive, select File.
  4. Select the period, then Archive.

Step 2: View the form

  1. Go to Taxes, then Payroll Tax.
  2. Select the Filings tab.
  3. Select Resources, then Archived forms and filings.
  4. Select the  dropdown menu to filter the form type you want to view.
  5. Select the form name, then View.

 

On the other hand, if the form is not yet filed, you can see it in the Filings section. Here's how:

 

1. Open the Taxes menu and then select Payroll tax.

2. Go to Filings.

3. The 941 Employer's Quarterly Tax Return will show below. Click the File icon beside it.

 

 

4. Ensure to Select the period correctly for this quarter.

 

5. Click on View to open.

 

 

 

For future reference, see this guide about keeping track, and personalizing payroll reports in QBO: Run, customize, and print payroll reports in QuickBooks Online.


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