How to Create & Download Form 941-X?

Step 2

Completing Page 1 of Form 941-X

With ExpressEfile, you are allowed to enter Form information in each section of Form 941-X.

Part 1:

Select “Adjusted Employment Tax Return”

• If you have underreported amounts
• If you have overreported amounts and would like to correct the errors
• If you are correcting both the overreported and underreported amount on this form

Select “Claim”

• If you have overreported amounts only and would like to use the claim process for a refund or abatement of the amount.

Part 2:

• If you are correcting underreported amount, just check “Line 3” and skip “Part 2” and complete “Part 3”
• If you are correcting overreported amount, check “Line 3” and check all that apply on “Line 4” and
• If you are claiming a refund or abatement for the overreported amount, check “Line 3” and check all that apply on “Line 5”

Click “Save and Continue” to proceed to page 2 of Form 941-X.

Step 4

Completing Page 3 of Form 941-X

Part 4:

• If your correction includes both underreported and overreported amounts, please check “Line 22” and explain the amounts on Line 24.
• If your correction has any reclassified workers check “Line 23” and provide an explanation on "Line 24".
• Provide a detailed explanation on why are you making these corrections on "Line 24".

Part 5:

• You are required to sign your Form 941-X to ensure the return has been reviewed and includes all of the required statements and Schedules. You can use ExpressEfile’s convenient e-sign feature to complete this step.

Click “Save and Continue” to attach Schedule B, if required.

• ExpressEfile allows you to attach Amended Schedule B (Form 941). Click “I will add Schedule B (Form 941),” add Schedule B information and click “Save and Continue” to proceed further or select “I do not need Schedule B.”