Form 940 Worksheet General Tab

Use the General tab to select report options for the Form 940 Worksheet and to save sets of options for reuse.

Contents

Field	Description
Report Name	You can change the default report name.
Reporting Period	W-2 Year — Select the Form W-2 year for which you want to generate the report. W-2 Quarter — Select the Form W-2 quarter for which you want to generate the report.
Employee Sort	Select the sort order for the employees included in the report: Number — Sort by employee number. Last Name — Sort by employee last name.
Report Format	Select one of the following formats for displaying employee gross pay, 125/Cafeteria contributions, and total wages subject to tax: QTD/YTD — Quarter-to-date and year-to-date amounts. Current/QTD — Current accounting period and quarter-to-date amounts. Current/YTD — Current accounting period and year-to-date amounts.
Wage Base	Enter the annual wages for each employee that are subject to Federal Unemployment Insurance tax.
Percentage	Enter the Federal Unemployment Tax percentage to apply to the taxable wages.
Exclude Bonus	Select this check box if you do not want the report to include bonus pay.
Exclude Adjustment	Select this check box if you do not want the report to include payroll adjustments.
Withholdings	Select other withholding amounts that you want to exclude from the taxable wages. For example, you might exclude 401(k) contributions. To select one or more types of withholding, do one of the following: To select a single type of withholding, click that row. To select multiple types of withholding in consecutive rows, hold down the SHIFT key and click the first and last row in the group. To select multiple types of withholding that are not in consecutive rows, hold down the CTRL key and click each row. The Add'l Exempt Payments column on the worksheet displays the amount for the excluded types of withholding and the excluded contributions.
Contributions	Select employer contributions that you want to exclude from the taxable wages. For example, you might exclude employer matching contributions to 401(k) accounts. To select one or more types of contributions, do one of the following: To select a single type of contribution, click that row. To select multiple types of contributions in consecutive rows, hold down the SHIFT key and click the first and last row in the group. To select multiple types of contributions that are not in consecutive rows, hold down the CTRL key and click each row.. The Add'l Exempt Payments column on the worksheet displays the amount for the excluded types of withholding and the excluded contributions.