How to e-file Form 940 and Form 941 in EasyACCT

Follow these steps to submit Forms 940 and 941 electronically:

1. In the Print Reports screen, select Form 940/941 to print.
2. After reviewing the information on-screen for accuracy, select Create EF.

If any errors are displayed, follow these steps to fix them before proceeding:

1. Print the list of errors. Select Close.
2. Fix each error from the list.
3. Repeat steps 1 and 2 from above.
4. Enter your EFIN, PIN (both assigned by the IRS) and Contact Information, Agency EIN and address. All fields must be completed for Mechanized e-file (MeF).
5. If you don't have an EFIN or PIN, select the link for more information on obtaining one and follow those instructions.
   • Complete forms 8633 and 8655 with the IRS before submitting an e-file 940 or 941.
   • The 8655 must be filed for each company, otherwise the return will be rejected by the IRS.
6. Select Submit to send the file to the taxing authority.
7. Next, you'll see a confirmation page where you can optionally print the confirmation for your records.
8. To select the E-file Status, select System > View E-File History.
9. Select Audit Trail for more detailed information.
10. Choose Reprint E-filing to see a form view of what was submitted to the taxing authority.

NOTE: This feature is not available in EasyACCT Business Series (EBS).