How can I copy my previous quarter's 941 form info into the current quarter?

The 'Copy Return' feature allows you to copy specific details from your previous Form 941, making the filing process quicker and more efficient.

Here’s how to copy information from a prior quarter's Form 941:

Step 1: Sign in to your TaxBandits account. 

Step 2: Click ‘Start New Forms’ on the dashboard, and choose ‘Form 941.’
 

 

Step 3: Enter the employer details manually or click ‘Select Employee From Address Book’ if you have already added the employer details. 
 

 

Step 4: Select the tax year and quarter for which you’re filing, then click the ‘Copy Previous Quarter’ option.
 

 

Step 5: The return details from the previous quarter will be displayed. Click ‘Copy my Return’ to proceed.
 

 

Step 6: Review the details on the summary page and continue with the filing process.

Note: Form 8453-EMP/8879-EMP, which is required for electronically signing your 941 return, will not be copied from the previous quarter (Q1). You will need to sign a new form for the current quarter (Q2).

Additionally, you can only copy information from a previous quarter’s return if it has been successfully transmitted and accepted by the IRS.