When I tried to have QuickBooks Enterprise 2007 complete my 941 for this
quarter (i.e. quarter ending 9/30/2006 after selecting Process Payroll
Forms), it's filling out a 2005 941 form.
Previous quarters were done using Enterprise 2006, and it properly used the
2006 941 form.
Is there some way to reset this? I've looked at all the Preferences, but
nothing jumped out at me. Help!
I'm pretty sure the only time the 941 form gets updated
is when you download a payroll update. The 941 that
ships with QB is the current one at time of release. So
for QB 2005 that would be 941 2004 tax year, and for QB 2006
that would be 941 2005 tax year (since Intuit releases
QB in the 4th quarter of the year prior to the named year).
I suspect you did a one-time update in QB 2005 after the
2006 tax year tables were released by Intuit, which would
give you the 2006 941; and that you haven't done an update
with QB 2006, or somehow did one last year before the
2006 tax table update was made available (about 12/15/2005).
Regardless, I think it has been posted here often that the
IRS isn't all that picky about the form year as long as the
format hasn't changed substantially, and that you can just
cross-out "2005" and write-in "2006". Maybe one of the CPAs
here can confirm my recollection...
As a QuickBooks Payroll subscriber, you'll automatically receive the
updated forms from Intuit when they're published in December. The
update will be part of a regular payroll update.
You must be subscribed to QuickBooks Standard or Enhanced Payroll to
receive updates to forms.
Thanks for your question!