Print or e-file Year-End 940 / 941 Federal Forms

This section covers the 940 and 941 federal forms you should submit to the federal taxing authorities at year-end.

These forms are used for filing quarterly and annual payroll information with the federal government, and are printed on plain paper. You can e-file these forms if you have subscribed to Sage Business Care Gold or Sage Business Care Platinum with e-file.

A Sage Business Care plan with tax subscription is required to print a form that can be submitted to the taxing authorities. To e-file you will also need to enroll in e-filing.

Before printing 941 or 941B forms, install the latest Payroll Solutions update to ensure that you have Sage 50 tax forms that are in compliance with current government regulations. If you do not subscribe to Sage Business Care plan with tax service, you will not be able to print a current form.

To print the 941/941B Federal Tax forms:

1. From the Reports and Forms menu, select Forms, then Tax Forms. The Select a Report or Form window opens.
2. Double-click Payroll Tax Forms.
3. Highlight the current 941/Schedule B/941-V Report in the Available Forms box.
4. Select the year in the Select filing period section.
   Important: If you select a new form, you must re-select the year you want to run it for.
5. Click OK and follow the on-screen steps.

Click here to find out which reports can be used to verify the information on the 941/941B form

How to print or e-file the 940 Federal tax form

The 940 Federal tax form is the annual Employer's Federal Unemployment (FUTA) Tax Return for the current calendar year and can be printed on plain paper.  You can e-file this form if you have subscribed to Sage Business Care Gold or Sage Business Care Platinum with e-filing.

To print or e-file the 940 Federal tax form:

1. From the Reports & Forms menu, select Forms, then Tax Forms. The Select a Report or Form window opens.
2. Double-click Payroll Tax Forms.
3. Highlight the current 940 form.
4. Select the year in the Select filing period section.
   Important: If you select a new form, you must re-select the year you want to run it for.
5. Click OK and follow the on-screen steps. You will have the opportunity to check all information that will go on the 940 form.

Note: Sage 50 provides a majority of the information required for this form to be completed. You will have to enter the remaining information manually before submitting the form to the government.