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bbenford12
April 1, 2021
Question

QBO Payroll: How do I edit my 941 return for Q1 2021 to include the Employee Retention Credit (ERC)? I did not change the payroll set up in advance.

  • April 1, 2021
  • 4 replies
  • 0 views
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4 replies

JoesemM
JoesemM
April 1, 2021

Let me route you to the right support, @bbenford12.

 

You can contact our Customer Support Team since you already enter payroll for Quarter 1. They have tools that can help you enter the information, so you can include the Employee Retention Credit to the 941 forms. Let me show you how.

 

  1. Log in to your QBO account.
  2. Click the Help icon in the upper-right corner.
  3. Click the Contact Us button.
  4. Give a brief description of your issue about setting QuickBooks Payroll.
  5. Click Let's Talk.
  6. In the Choose a way to connect with us page, select Get a call - you'll be receiving a callback from a support agent.

 

To make sure we address your concern on time, you can check their work schedule in this article: Support hours and types.

 

Just in case you need to enter payment info for your employees, refer to this article:  Set up a prior payroll.

 

Also, make sure to run your payroll reports from time to time to have a quick view of the transactions that you've created so far. Use this article as a guide and to get more details on how you can use each report: Run payroll reports.

 

To learn more about payroll benefits, money movement processing, tax forms, and other related topics, please visit this article: Get started.

 

Feel free to post here again if you have other QuickBooks-related concerns. I'll be here to help you in any way I can. Have a good one. 

 

F
FawnB
April 5, 2021

Please advise on this question for Desktop. Calling customer service should NOT be the answer. 

    J
    jsffg
    April 8, 2021

    Is there an answer to this yet? I just did the chat option through my payroll svc and the reply was that i have to file my 941 manually to be able to enter the credit amounts

    R
    rvrfrf
    April 8, 2021

    Thanks for joining the Community, jsffg.
     

    If you've already electronically filed your form, you may be able to delete and resubmit it if it's not transmitted yet.
     

    Here's how:

    1. In the left navigation bar, go to Taxes, then Payroll Tax.
    2. Find your Quarterly Forms section and click View Archived Forms.
    3. Choose the appropriate form link.
    4. Select Delete, then confirm its deletion.


    In the event there's no Delete option, you'll need to prepare a corrected or amended form if our Customer Care team can't delete it for you. You'll be able to download a blank correction Form 941-X and detailed instructions from the IRS website.
     

    Your original and updated versions of the document can be accessed to assist with preparation. Your original version is available on the Archived Quarterly Forms screen.
     

    To update your updated copy:

    1. Go to Taxes, then Payroll Tax.
    2. Click Quarterly Forms.
    3. Pick the form.
    4. Specify a period in your drop-down list.
    5. Select View.


    I've included an extensive resource about working with quarterly tax forms that may come in handy moving forward: File quarterly tax forms
     

    Please feel more than welcome to send a reply if there's any additional questions. Have a wonderful day!

    T
    thewhitway
    April 26, 2021

    Quickbooks online support by phone and chat is not helpful on this matter. I also need to revise my first quarter 941 to reflect Employee Retention Credit information. Can Quickbooks Online help revise this form? At this point I assume I need to delete the form in Quickbooks and manually mail the correct form. Adding the pay type "reg emp retn credit" was not an option for me because most of my employees receive an hourly wage and tips on their paychecks (both apply toward ERC)

    Rose-A
    Rose-A
    April 26, 2021

    Hi, thewhitway.

     

    I appreciate the feedback you've shared about how QuickBooks handles Employee Retention Credit information.

     

    Since adding the pay type isn't an option for you, I'll agree with mailing the form as a way around. This is to ensure you're submitting and filing the accurate details.

     

    To know more about how ERC works in QuickBooks Online, you can go through this write-up: How to calculate the Employee Retention Credit. This will give you in-depth details about how to claim an Employee Retention Credit as well as its deadline.

     

    Additionally, here's a complete guide on how to set and track the credit in QuickBooks Online: How to set up and track the Employee Retention Credit under the CARES Act.

     

    I'm only a post away if I can be of additional assistance. Wishing you a wonderful rest of the week.

    L
    LorraineMo
    June 22, 2021

    These answers from QBO seem like a very long way to say: "no, QBO will not allow you to complete form 941-X."  

     

    Personally, I would love it if QBO support actually answered the question directly by saying: "close QBO, calculate the adjustments manually, and use a software such as Tax1099.com to actually complete and file the amended return".  

     

    After I've done that, can I send QBO payroll support a copy of the 941-X forms to update my records? 

    J
    jamespaul
    June 22, 2021

    Hello, Lorraine. 

     

    I would also like a straightforward and clear response when I ask support for help. That said, I'd like to clarify a few things and point you to the right direction in managing your amended 941-X form. 

     

    To reiterate, QuickBooks Online doesn't support 941-X or the amended forms yet. So, any adjustments to any tax forms would have to be done manually. The IRS has copies of the forms from their website. 

     

    Regarding your records, you'll want to contact our payroll support so they can adjust your ERC data on your forms and update your taxes. You can provide them the copy of your 941-X forms if needed. 

     

    To reach them: 

     

    1. Click the Help menu.
    2. On the box, select the Talk to a human option.
    3. When asked, type something like "adjust taxes from filed amended forms." 
    4. Proceed with I still need a human.
    5. Click the Get help from a human, then choose how you want to reach us. 

     

    If you need help recording your transactions (accounting side), feel free to visit our articles:

     

     

    I'm willing to hear you out if you have more concerns regarding your payroll taxes. If you have questions about recording your transactions and managing your financials (such as reports), you're welcome to reply here. I'm here to help. 

    L
    LorraineMo
    June 22, 2021

    Thank you, Jamespaul!

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