Forms included in an e-file (if included in the return)

• Form 941, Sch D (941), Sch B (941), and Sch R (941)
• Form 940, Sch R (940), and Sch A (940)
• Form 944, Sch A (945), and Sch D (941), 8974
• Form 943, Sch A (943), Sch R (943), 8974
• Form 945, Sch A (945)

Forms not included in an e-file that will not prevent an e-file from being created

• Form 941-V
• Form 940-V
• Form 944-V
• Form 945-V
• Form 940/941 EF Info

Forms that will prevent an e-file from being created if included in the return

• None

State exclusions from e-file

• IRS does not allow filing of prior-year Form 940, 943, 944, or 945 returns. Also, prior-quarter 941 returns are allowed, but only for the four quarters preceding the current quarter and tax year. For example, in January 2017, tax year 2016 Form 940 and 944 returns, and 2016 Q4, 2015 Q3*, 2015 Q2*, 2016 Q1*, and 2015 Q4* returns are allowed. In April 2016, 2016 Q1 returns become available, and 2015 Q4 returns must be filed on paper.
• All Form 941 period ending dates must be in the calendar quarter end (i.e. March, June, September or December), and returns for a quarter cannot be electronically filed before the end date of the return.
• All Form 940, 943, 944, or 945 returns must have a period end date of 12/31 of the tax year being filed.

Note: You must use the prior-year program to file these periods.

Other limitations

CCH SFS products do not support electronic filing of the following forms:

• Form 941 PR
• Sch B (941-PR)
• Form 941 CPR
• Form 941-SS
• Form 940-PR
• Schedule A (940-PR)
• Form 944-SS

  Note: 941 Amended must be paper filed.