Form 941 Worksheet General Tab

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

Field	Description
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

Specify the sort order for the employees included in the report:

Field	Description
Number	Sort by employee number.
Last Name	Sort by employee last name.

Report Basis

Specify the basis for the report:

Field	Description
W2 Quarter	Base the report contents on the W-2 quarter.
Current Period	Base the report contents on the current period.

Other options

Field	Description
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.

Additional Exempt Payments

Field	Description
Withholdings	Select other withholding amounts that you want to exclude from the taxable wages. For example, you might exclude 401(k) 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.