Last modified by Peytience S on 2023/10/31 15:23
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1 Processing the **Print & Mail Reports **requires a subscription. Contact sales at **800-426-0854 **or by email at [[sales@aatrix.com>>mailto:sales@aatrix.com]] for pricing and enrollment.
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3 The **Print & Mail Reports** are all processed in the same manner.
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5 **~ **
6
7 **Steps in Processing and Printing of the 941 Form:**
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9 * In **Reports Plus**, select the **"FE 20XX 941/Schedule B/941-V Report"** from the list.
10 * Select the desired **Report Period** for the report to cover.
11 * Click on **"Preview Report"**.
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13 [[image:https://www.aatrix.com/files/2014/2361/4355/Basic_Steps_for_Processing-Printing_Forms_01.png||alt="Read our step-by-step guide on processing and printing forms by using 941 as an example." height="420" width="680"]]
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16 * You will be asked to check for updates, click on **"Internet Update".**
17 * You may be prompted that an update to the **Form Viewer,** the program that processes your forms, needs to be updated, click **"Install".**
18 * Back in your payroll program, click **"Preview Report" **and again you will be asked to check for updates, click **"Internet Update".**
19 * Next you may see a list of **"Updated Forms Packages". **From the list, select the **Federal**// (if listed)//, and any **State Packages** you need and click **"Update".**
20 * If you do not need any of the packages listed, just click **"Update".**
21 * Once all updates have been installed, the selected form appears on the screen. Click the **"OK"** button in the **"Processing Report"** box.
22 * Before verifying the information on the report, **review all pages** and **enter all fields** in red as red fields are required. As you review each page and enter info on red fields, the calculation on the form changes accordingly.
23 * On the 941 Form,** Line 5D - Taxable Wages & Tips subject to Additional Medicare Tax Withholding** may be a red field. 
24 ** Wages paid to an employee over $200,000 for the year are subject to the Additional Medicare Tax Withholding rate of .9%**. **
25 ** Wages paid to employees over $200,000 for the year are listed here and shows the additional tax amount.
26 ** The wages paid to employees over $200,000 for the year will automatically fill in from your payroll data.
27 ** If the box is red then chances are no employees have made over $200,000 for the year. If that is the case then, **enter $0**.
28 * On **Page 2,** **Line 14**, choose the **frequency** you are required to deposit the Federal Taxes.
29 ** If you are required to deposit the taxes each payday, select the **Semi Weekly Depositor **and the **Schedule B** will be automatically added to the report and will show the liability amount by date.
30 * On **Page 2, Part 4**: 
31 ** If there is someone other than the person signing the form the IRS should talk to if and when the IRS have questions, like an employee or an accountant, click **"Yes".**
32 ** If the IRS should talk to the person signing the form if and when the IRS have questions, then click **"NO".**
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34 [[image:https://www.aatrix.com/files/4414/2361/4356/Basic_Steps_for_Processing-Printing_Forms_02.png||alt="Read our step-by-step guide on processing and printing forms by using 941 as an example." height="661" width="836"]]
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36 **~ **
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38 * After reviewing all pages and entering all fields in red, **return to Page 1** and **verify the information** on the report.
39 * For the 941 form, **verify the amount** on **Line 7 - Current quarter's adjustment for fractions of cents **should not be more than a few cents positive or negative. You are rounding the Medicare and Social Security Taxes for each employee for each payday.
40 ** On the form, the IRS is taking the total subject wages for both and rounding only once so there may be a few cents difference which is reported on **Line 7**.
41 * **Line 11 - Total Deposits for the Quarter:**
42 ** If you process your 941 payments from your payroll program, then **Line 11 - Total Deposits for the Quarter** should fill in automatically from payments processed and applied to the quarter in the payroll program and should match **Line 10 - Total Taxes after adjustments**.
43 ** If you do not process your 941 payments from the payroll program, then **enter the total amount of your payments** on **Line 11.**
44 * **Line 12 - Balance Due **will show any amount still due.
45 * **Line 13 - Overpayment **will show any amount overpaid and you would need to click on the **"Send a Refund" **box to the right to have the overpayment refunded back to you.
46 * When you have **double-checked** and all looks good, click on **"Next Step" **on the top tool bar to continue processing the report.
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48 [[image:https://www.aatrix.com/files/6314/2361/4357/Basic_Steps_for_Processing-Printing_Forms_03.png||alt="Read our step-by-step guide on processing and printing forms by using 941 as an example." height="634" width="680"]]
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50 **~ **
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52 * **Read the Important Notice box.** 
53 ** If you are satisfied that the information is correct, click the **"Agree"** button.
54 ** If you wish to recheck the information, click the **"Double Check"** button. Review and make any necessary changes.
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56 [[image:https://www.aatrix.com/files/2114/2361/4358/Basic_Steps_for_Processing-Printing_Forms_04.png||alt="Read our step-by-step guide on processing and printing forms by using 941 as an example." height="439" width="685"]]
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58
59 * Click the **"Next Step" **button again to finish processing the report out.
60 * Click the **"Print" **button to print the copy to be filed. 
61 ** If you would like a copy for your records **print two (2) copies**.
62 * Click the **"eFile" **button to send the report to our eFile Center for upload to the accepting agency. 
63 ** This **requires** that you set up an eFile user at [[efile.aatrix.com>>url:https://efile.aatrix.com/]] **prior** to filing. Additional fees for eFiling apply.
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65 [[image:https://www.aatrix.com/files/9314/2361/4359/Basic_Steps_for_Processing-Printing_Forms_05.png||alt="Read our step-by-step guide on processing and printing forms by using 941 as an example." height="378" width="679"]]
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67 **~ **
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69 * **Once the form has been processed, it will be saved into archive.** It will have the form name with the date and time the form was processed.
70 ** You can delete the date and time and enter the period the form covers then click **"OK"**.
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72 [[image:https://www.aatrix.com/files/1414/2361/4359/Basic_Steps_for_Processing-Printing_Forms_06.png||alt="Read our step-by-step guide on processing and printing forms by using 941 as an example." height="220" width="502"]]
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74
75 * Go to the** "Aatrix Form Viewer"** menu in the upper left corner next to your Apple icon and select **"Quit Aatrix Form Viewer"**.
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77 ----
78
79
80 == Related Pages: ==
81
82 === [[Pulling up a Report Preview>>doc:Mac.Processing Reports ».Print & Mail Reports.Pulling up a Report Preview.WebHome]] ===
83
84 FAQ: When I click on Preview Report it just flashes. How do I pull up the report?
85
86
87 === [[Accessing Previous Reports>>doc:Mac.Processing Reports ».Print & Mail Reports.Accessing Previous Reports.WebHome]] ===
88
89 FAQ: How can I access previous reports I have processed and submitted?
90
91
92 === [[Showing Federal EIN and State ID's on Print & Mail Reports>>doc:Mac.Processing Reports ».Print & Mail Reports.Showing Federal EIN and State ID's on Print & Mail Reports.WebHome]] ===
93
94 FAQ: How do I get my Federal EIN and State ID's to pull in on Print & Mail Reports?
95
96
97 === [[Entering your Print & Mail Reports Registration Code>>doc:Mac.Processing Reports ».Print & Mail Reports.Entering your Print & Mail Reports Registration Code.WebHome]] ===
98
99 Learn where to put your registration code.
100
101
102 === [[Printing Filing Copy>>doc:Mac.Processing Reports ».Print & Mail Reports.Printing Filing Copy.WebHome]] ===
103
104 FAQ: My forms are printing with Records Copy across them. How do I print the copy to be filed?