A Comprehensive Tax Filing Solution for Form 941
Schedule R
Facilitating the e-filing of Aggregate Form 941 for CPEOs, and
3504 agents
IRS Revised Form 941 for Second Quarter of 2021. Learn more
Who is responsible for filing Schedule R (Form 941)?
The IRS designed the Form 941 Schedule R to simplify the work flow of aggregate tax filing for employers, aggregate filers and the IRS.
Section 3504 agent and certified professional employer organization (CPEO) will report the tax information on behalf of their clients. To report the information, IRS requires them to file Schedule R (Form 941) along with the aggregate Form 941 which contains the information of their clients.
How Employer provides tax reporting authorization to the Tax Professionals
Employers will use Form 8973 to request the IRS that CPEOs will report their employees wages, taxes withheld through 941 Form on behalf of employer. Also CPEOs will file all those returns listed on Form 8973.
Home Care Employers will use Form 2678 to request approval for appointing a 3504 agent for tax reporting, or depositing and Paying.
Eventually 941 Schedule R is mandated by IRS to file electronically. Taxlogics has specifically designed a product for Tax Professionals to avoid the difficulties in filing out an aggregate Form. Tax Professionals can now either upload all the Form details through a bulk upload template or through the restful API design to meet the mandate e-filing requirements.
Contact us to know more about the process.
Information Reported on Schedule R (Form 941)
Aggregate Filer Information
3504 Agents/CPEOs EIN, Name, and Address
Employment Details of the Aggregate Filer and their Clients
Client EIN
Employees Wages, Taxes Withheld
Social Security wages, Medicare Wages & Tips
Total Tax Liability (Monthly/Semiweekly)
Signing Authority Information, Online Signature PIN or Form 8453-EMP
It takes only few steps to file your Form 941 for 2024 with our Software
Due Date to File 941 Schedule R
File your aggregate Form 941 (Schedule R) every quarter before the deadline mentioned below.
First Quarter
January - March
Due on April 30th,
2024
Second Quarter
April - June
Due on July 31st,
2024
Third Quarter
July - September
Due on October 31st,
2024
Fourth Quarter
October - December
Due on January 31st,
2025
About aggregate941filing.com
Aggregate941filing.com is an ideal software from an IRS authorized e-file provider who is providing a payroll tax filing solution for PEOs, CPEOs, and Section 3504 Agents.
With our cloud based software, you will be also able to manage and e-file all the other required tax forms such as Form 941 Schedule R, Form 940 Schedule R, 940 Form, Form W-2, Form 1099, and ACA Forms from anywhere and at anytime. We will offer postal mailing feature to reduce your manual works of printing & mailing the copies of your employees/recipients.
Our software offers you the Flexible pricing package & will determine the pricing based on the volume of the tax returns. You can Contact our support to know more about our pricing package that benefits you. Click here to know more about tax filing software.
Are other forms needed to complete and file Form 941?
2022 Form 941 Worksheet 1
To help business owners calculate the tax credits they are eligible for, the IRS has created a Worksheet. It is used to calculate the sick leave and family leave credits, and employee retention credit.
Visit https://www.taxbandits.com/form-941/941-worksheet to learn more.
Schedule B
Schedule B accompanies Form 941, to report the tax liability for semiweekly pay schedules. Semi-weekly depositors are determined by the following conditions:
Reported more than $50,000 of employment taxes in the lookback period
Accumulated a tax liability of $100,000 or more on any given day in the current or prior calendar year
Click here https://www.taxbandits.com/form-941/form-941-schedule-b/ https://www.taxbandits.com/form-941/form-941-schedule-b/ to learn more about Form 941 Schedule B
Features that make CPEO/3504 Agents more Comfort with our Software
Easy to Use Dashboard
Access
Provide Access to Multiple Users
Enhanced Client
Management
In built Audit check based on IRS Business Rule Validation
Click here to know more about the features.
Multiple Option to bring in your data
| Bulk Upload Templates | API Integration | Custom Programming | Manual Entry |
|---|---|---|---|
| Upload client data easily through Excel or CSV files. | Integrate your existing software with our API Solution, import the aggregate form data & e-file instantly. Learn more |
Even if you have files in any format, you can upload the data in our software. We will convert it into the required Format to process, and e-file your returns. | Manual Entry - Having only few clients data to add? Easily enter the data one by one and make the whole filing process simple. |
- Bulk Upload Templates:
Upload client data easily through Excel or CSV files.
- API Integration:
Integrate your existing software with our API Solution, import the aggregate form data & e-file instantly.
- Custom Programming:
Even if you have files in any format, you can upload the data in our software. We will convert it into the required Format to process, and e-file your returns.
- Manual Entry:
Manual Entry - Having only few clients data to add? Easily enter the data one by one and make the whole filing process simple.
Other Supported Forms
Make Use of same Efiling Features when filing Form 940/941/944, W-2 Forms, 1099 Forms, ACA Forms, Tax Extension Forms with our Software.
Helpful Resources
Changes in Form 941 for 2024
What is Form 941
Form 941 Instructions
Form W-9: Request for Taxpayer Identification Number and Certification
Invite your vendors to complete
and e-sign W-9
Form W-9 is an IRS tax form used by an individual or entity to request a person's name, address, Taxpayer Identification Number (TIN) and certification from a hired contractor or vendor to e-file the 1099 information returns. IRS Form W9 is known as Request For Taxpayers Identification Number and Certification Form.
With TaxBandits online portal, employers can request form W9 online and manage all W-9 forms at one place securely. Sign up now and request the first FIVE
Form W-9 for FREE.
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Contact Us
Contact our 100% US-based support team at (704) 684-4751 or contact us through our 24/7 email support with support@TaxBandits.com.
