Select IRS - Form 941 - Quarterly Return from the Plugins menu of Qxtender.

Version 4 of this Plugin added e-file capability. See the end of this document for instructions.

'If Qxtender is already connected to QuickBooks, you will see the Data Mode type, year version of QB, and the name of the company in the title bar of Qxtender.

If the plugin supports the current Data Mode it will open when the menu item is selected (so skip to next step).

If the current Data Mode is not supported, a message will be displayed informing you which Data Modes the plugin does support. See this page for instructions on changing the Data Mode.

QB Integrated App Mode is the preferred mode for this Plugin, and the instructions and screenshots in this guide reflect that data mode.

(Export Mode only)

At the first fileopen dialog, select the Payroll Items list report exported from QuickBooks.
At the second fileopen dialog, select the Employee list report exported from QuickBooks.

How to export the list(s) from QB

Or see the Readme file included with the Plugin for details on exporting this file from QB.

The Plugin opens, initialized with Payroll Item and Employee information.

STEP #1: Set the quarter and year of the reporting period if the default is not correct.

Click on the Notices tab.

Please read the notices on this page.

The Version Information section includes a Check Plugin Version link that will open your browser to the information web page for this product, on which you can compare your current version to the latest. If a new version is available, run Qxtender's Online Update utility to update to the latest version.

The Related Information section includes links to helpful information, if available.

Now, follow the steps indicated on the Plugin in green.

STEP #2: Click on the Setup Payroll Items tab.

The Plugin will attempt to automatically select the correct payroll item(s). If this does not occur, you can rename the payroll item(s) in QB to match the name(s) shown in the Payroll Items to select box so that they will auto-select in the future.

Ensure that the order of the payroll items in the Payroll Items to report list matches the numbered order shown in the Payroll Items to select list.

To manually select the items, using the mouse, drag the indicated Payroll Item(s) from the QB Payroll Items list on the left to the Payroll Items to report list on the right.

You can also select the item and click the button between the lists, or double-click the item, to move it to the Payroll Items to report list.

To delete an item in the Payroll Items to report list, select it and press the Delete key, or click the Trashcan button.

(note: Curly Brackets are used to combine payroll items into a single amount for reporting purposes. The Curly Brackets and the text contained are ignored during calculation. For example, if you select a Payroll Item to report named Federal Withholding and you also have a QB Payroll Item named Federal Withholding {extra}, any amounts for either item will be calculated as one total.)

STEP #3: Click on the Get Data tab.

All dates for the quarter will be shown. After processing, only dates with payroll activity will remain.

Click the Get QB Data button.

(Export Mode only)

A file open dialog will be displayed. Select the "Payroll Transaction Detail Report" exported from QuickBooks.

How to export this report from QB.

Or see the "Readme" file included with the Plugin for details on exporting this report from QB.

The QB data will be retrieved and processed, filling the appropriate columns with data.

When Qxtender is operating in QB Integrated App Data Mode, a progress dialog will display (as shown).

When the data retrieval and processing completes, final calculations are made and the data is displayed.

STEP #4: Click on the Report Pt.1 tab.

Verify that the values for the Report Period are correct.

Make any necessary changes.

STEP #5: Click on the Report Pt.2 tab.

Verify the the daily tax liability amounts.

STEP #6: Click on the Report Pt.3-5 tab.

Verify any pre-filled values and edit where needed. Most company information is retrieved from the QB company file.

The first time you use this Plugin, you will need to enter additional information and Paid Preparer information (if necessary). These will be stored and pre-filled on subsequent uses.

STEP #7: Click on the Review / Print/ E-file tab.

Verify the Deposit Schedule. Change as necessary.

If you are e-filing, use the following steps to preview the 941 forms and verify the data, and optionally print the forms for reference as a file copy.

Click the Preview button on Qxtender's toolbar (or choose Print Prevew from the File menu).

The first page (not shown here) is an information sheet with instructions for proofing the report and a target mark in the upper left corner to check printer alignment. Be sure to read the instructions on the page if you are printing the return.

Click the Next button (>>) on the Preview window to view the following page, which is the front of the 941 form (shown here).

Verify the information on the return.

Click the Next button (>>) on the Preview window to view the following page, which is the back of the 941 form (shown here).

Verify the information on the return.

If you are a semi-weekly depositor required to file a Schedule B, click the Next button (>>) on the Preview window to view the following page, which is the Schedule B form (shown here).

Verify the information on the Report of Tax Liability.

Close the preview, then click the Print button on Qxtender's toolbar (or select Print from the File menu) to print the return.

To E-file:

Choose an Export File Format on Tab #7.

STEP #8: Click on the E-file Export tab.

Choose an export option.

Click on the Export to File button.

A file dialog will open. Browse to the location where you wish the file saved. Click Save.

A Confirmation dialog will open, displaying the name and location of the file to be saved.

The file is saved in the specified file format.

For a demonstration of the additional export options, view the video on this Plugin's main page.