941 Preparation inquiry

unavailable in ajeraCore unless you have the Payroll add-on

Use this inquiry to review information to report on Form 941 Employer's Quarterly Federal Tax Return. Employers use Form 941 to report the following: payroll taxes for the quarter; current quarter's adjustments to Social Security and Medicare taxes for fractions of cents, sick pay, tips, and group-term life insurance; and previous quarters' adjustments to payroll taxes., Employer's Quarterly Federal Tax Return. This inquiry includes information from only paid paychecks. It initially shows checks for the 2008 payroll year.

Using the inquiry

From the > Reports menu, click Standard Inquiries > Payroll > 941 Preparation.

Do this

See data for a previous year

Add a new condition as follows:

Click .
Click the Condition tab.
In the Payroll Year condition, select the year you want to report on in the field on the right.

Audience

Accounting staff

Inquiry conditions

The inquiry automatically contains conditions to show data from paid checks only in the current payroll year. You can always add, change, or delete conditions on an inquiry.

Groups

This inquiry is grouped by Payroll Date and Employee. You can always group or ungroup columns, as needed.

Standard columns

Column	Links to this inquiry	Description
Payroll Year		The year the payroll occurs
Check Number	Check Detail	The number on the check
Employee	Employee	The full name of the employee
FWH Taxable		The amount of wages earned that are subject to federal withholding
FWH Withheld		The amount withheld for federal tax
Social Security Subject To		The amount of wages subject to Social Security withholding
Medicare Subject To		The amount of wages subject to Medicare withholding
Social Security Withheld		The amount withheld for Social Security
Medicare Withheld		The amount withheld for Medicare
Earned Income Credit		The amount of Earned Income Credit tax
Total Tax Withheld		The total amount of tax withheld
Employer Tax Withheld		The amount of employer tax withheld
Employer Social Security		The amount of employer taxes withheld for employer Social Security tax
Employer Medicare		The amount of employer taxes withheld for employer Medicare taxes
Total Tax Liability		The total taxes payable

Predefined columns

You can add predefined columns to this inquiry. Many columns are available, organized in these categories:

Payroll
Paycheck
Defined links

Column	Links to this inquiry	Description
Payroll:
Payroll Key		The database identifier of the payroll associated with the check
Status		The status of the payroll
Description		The detailed description of the payroll
Period Beginning Date		The first date of the payroll period
Period Ending Date		The last date of the payroll period
Pay Date		The date of the payroll
Payroll Quarter		The quarter the payroll occurs
Current Year		The current year
Payroll Company Key		Multi-company only. The database identifier of the company associated with the payroll
Payroll Company Name		Multi-company only. The name of the company associated with the payroll
Pay Check Key		The database identifier of the paycheck associated with the check
Paycheck:
Check Status		The status of the paycheck
Check Pay Period		The pay period for the paycheck
Supervisor Key	Employee	The database identifier of the supervisor of the employee associated with the check
Supervisor	Employee	The supervisor of the employee associated with the check
Department Key	Department	unavailable in ajeraCore unless you have the Departments add-on The database identifier of the department of the employee associated with the check
Department	Department	unavailable in ajeraCore unless you have the Departments add-on The department of the employee associated with the check
Employee Key	Employee	The database identifier of the employee
First Name	Employee	The employee's first name
Middle Name	Employee	The employee's middle name
Last Name	Employee	The employee's last name
Covered by HIRE Act	Employee	Applies only if your are running payroll for 2010. Indicates if the employee is covered by the HIRE Act.
Employee Company Key		Multi-company only. The database identifier of the company linked to the employee associated with the check
Employee Company Name		Multi-company only. The name of the company linked to the employee associated with the check
Bank Entry Key	Bank Entry	The database identifier of the bank entry associated with the check
Direct Deposit Bank Entry Key	Bank Entry	The database identifier of the direct deposit bank entry associated with the check
Session Key	Session	The database identifier of the session associated with the check
Total Hours		The total number of hours worked by the employee
Regular Hours		The number of hours worked at the employee's regular pay rate
Overtime Hours		The number of hours worked at the employee's overtime pay rate
Other Type Hours		The number of hours worked by the employee for a pay with a type of Other (as defined when setting up the pay)
Gross Pay Amount		The amount of the employee's pay before any taxes or deductions
Employee Tax Amount		The total amount deducted for taxes from the employee's pay
Deduction Amount		The total amount of all deductions (including taxes, 401[k] contributions, and so on) from an employee's pay
Net Pay Amount		The amount of the employee's pay after all taxes and deductions
Employer Tax Amount		The amount the employer pays in taxes
Regular Amount		The amount of pay earned at the employee's regular pay rate
Overtime Amount		The amount of pay earned at the employee's overtime pay rate
Other Type Amount		The amount of pay earned by the employee for a pay with a type of Other (as defined when setting up the pay)
Fringe Amount		The amount an employer contributes to an employee's paycheck for fringe benefits
Total Tax Withheld		The total amount deducted from an employee's pay for taxes
Employer Social Security		The amount of Social Security paid by the employer
Employer Medicare		The amount of Medicare paid by the employer
Defined links:
Link - Check Detail	Check Detail	unavailable in ajeraCore unless you have the Payroll add-on A link to the Check Detail inquiry
Link - Bank Entry	Bank Entry	A link to the Bank Entry inquiry
Link - Transaction Labor	Transaction Labor	A link to the Transaction Labor inquiry
Link - Direct Deposit Bank	Direct Deposit Bank	unavailable in ajeraCore unless you have the Payroll add-on A link to the Direct Deposit Bank inquiry
Link - GL Entry	GL Entry	A link to the GL Entry inquiry
Link - Session	Session	A link to the Session inquiry