To view a Form 941 for a prior quarter in CAS, do the following:

In Client Write-up (CWU):

1. Select Lists > Fiscal Periods.
2. Change the fiscal period to include the period of the 941 you want to view.
3. Click OK.
4. Select Reports > Federal Tax Reporting > 941.
5. Select the quarter to want to view.
6. Click the Paper Return button to display Form 941.

In Payroll:

1. Select Lists > Payroll Client Options.
2. Select the Additional Information tab.
3. Click the General Ledger Periods button.
4. Change the fiscal period to include the period of the 941 you want to view.
5. Click OK.
6. Select Reports > Federal Tax Reporting > 941.
7. Select the quarter to want to view.
8. Click the Paper Return button to display Form 941.

You can now view the prior quarter Form 941.

Notes: In Client Accounting Suite, you can print and e-file Form 941 for 5 quarters. The 4 quarters for the current year and the 4th quarter of the prior year.

• Example. For fiscal year 2016 (January-December), Form 941 is available for 4th quarter 2015 - 4th quarter 2016.  

• To print a prior year Form 941, see How do I print a prior year Form 941 in Client Accounting Suite (CAS)?