Filing 941 forms electronically
Before you begin
- Register and obtain a 10-digit PIN (Personal Identification Number). Login with your Nelco account or create a Nelco account using this link: https://axium.nelcoportal.com/FormFiling/ModifyForm/efilepinregistrationform
A PIN is a number assigned by the IRS that replaces your signature on the paper form. Once the registration has been received, the IRS will mail you a PIN. Be sure to register using the employer name under which the employer filed for an Employer Identification Number (EIN).
- Print the 941 Preparation Report.
To file 941 forms electronically
- From the Company menu > Government Reporting > Form 941.
- Multi-company only. Select a company.
- In the Year field, type the year for the forms you want to file electronically.
- For print option, select e-Filing.
- Enter information as follows:
| For | Do this |
| Quarter | Select the quarter reported on the Form 941 you are printing. |
| Trade name | Type the trade name, if any, to print on the form. |
| Adjustments: | |
| Fractions of cents | Type the current quarter adjustment amount for fractions of cents. |
| Sick pay | Type the current quarter adjustment amount for sick pay. |
| Life insurance | Type the current quarter adjustment amount for group-term life insurance. |
| Total deposits | Type the total amount deposited for the quarter you are reporting. |
| Refund overpayment | Select this check box to select the Refund Overpayment check box on the form. |
| Direct deposit routing number | Type the routing number for your bank account. |
| Account number | Type the account number for your bank account. |
| Account type | Select the bank account type: Checking or Savings. |
| State | Type the state code for the state where you made your deposits. If you made deposits in multiple states, type MU. |
| Depositor option |
Select the Monthly or Semiweekly check box to check the appropriate box on the form. To print Schedule B, select Semiweekly. |
| Liability adjustment |
Enter the amount of the liability adjustment to print on Schedule B of Form 941 for a prior quarter's reporting error. Select the check box for the month in the quarter in which you are making the liability adjustment. For example, if you are reporting Quarter 1, select Month 2 if the error was found in February. Type the day of the month to use for this liability adjustment. For example, enter 13 if the error was found on the 13th of the month. The month and day ensure that the liability adjustment appears on the correct date line on Schedule B. If payroll was paid on the same day and month entered for the liability adjustment, the liability adjustment amount and the payroll amount are added together. |
| No future returns | Select this check box if your company is going out of business and will file no future returns. |
| Final date | Enter the final date on which you paid wages that you are reporting on this form. |
| Seasonal employer | Select this check box to select the Seasonal Employer check box on the form. |
| Allow third-party designee contact | To allow an individual, corporation, firm, organization, or partnership to discuss your Form 941 with the IRS, select this check box, which selects the Yes check box in the Third-Party Designee section of the form. |
| Designee's name | Type the name of the third-party designee. |
| Personal identification number | Type five numbers that the third-party designee chooses as a personal identification number. |
| Phone | Type the third-party designee's phone number. |
| Signer's name and title | Type the name and job title of the person who signs this form. |
| Date signed | Type the date of the signature. |
| Phone | Type the phone number for the person who signs the form. |
| Signer PIN | Type the personal identification number requested from the IRS. Refer to Before you begin section. |
- Click Send.
The Ajera e-Filing Log In webpage on the Nelco website will open.
- Follow the on-screen instructions to create a new account or log into an existing account.
- Submit your 941 information to Nelco. They create the 941 for you and submit your 941 to the federal government. For a fee, Nelco can also print the form.
- To check on the status of your submission or to complete an incomplete submission, do one of the following:
- From the
> Reports menu, click Government Reporting > Form 941 > e-Filing option and click the button. - Go to the Ajera e-Filing Log In web page on the Nelco website and log into your account.
