Use the General tab to select report options for the Form 941 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 employee names—by number or by last name.
|
| Report Basis
|
Select the report basis—W2 quarter or current period.
|
| 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.
|
