1. Select "IRS 941 Schedule B - Quarterly Report" from the Plugins menu of Qxtender.

If you have a QB Company file loaded, the next step will be skipped.

2. (Export Mode only)

QuickBooks 6,99,2000:
Select the Employee/Payroll Items list exported from QuickBooks.

QuickBooks 2001 up & QuickPayroll:
At the first fileopen dialog, select the Payroll Items list report exported from QuickBooks or QuickPayroll.
At the second fileopen dialog, select the Employee list report exported from QuickBooks or QuickPayroll.

How to export the list(s) from QB

Or see the Readme file included with the Plugin for details on exporting this file from QB.

3. The Plugin opens, initialized with Payroll Item information.

The dates will be set to the most recent ended quarter.

4. Now, follow the steps indicated on the Plugin.

STEP #1: Set the Report Period to the quarter you wish to report.

STEP #2:

The Plugin will attempt to automatically select the correct payroll item(s). If the this does not occur, you will need to rename the payroll item(s) in QB to match the name(s) shown in the Payroll Items to select box.

To manually select the items, using the mouse, drag the indicated Payroll Item(s) from the "Payroll Items" list on the left to the "Payroll Items to report" list on the right.

You can also select the item and click the button between the lists, or double-click the item, to move it to the "Payroll Items to report" list.

Be sure the selected the items are in the order noted.

Use the buttons to the right to remove or re-order items in the "Payroll Items to report" list.

STEP #3: Click on the "Get Data" tab.

All dates for the quarter will be shown. After processing, only dates with payroll activity will remain.

Click the "Get QB Data" button.

If you have a QB Company file loaded, the next dialog will be skipped.

(Export Mode only)

Select the "Payroll Transaction Detail Report" exported from QuickBooks.

How to export this report from QB.

Or see the "Readme" file included with the Plugin for details on exporting this report from QB.

The QB data will be processed, filling the columns with data.

STEP #4: Click on the "Report" tab.

Verify the Account number, Company Name and values.

You may make changes to the daily liability amounts, if necessary. The month and quarter totals will recalculate.

(Export Mode Only) The first time you use the Plugin, you will have to enter your Company Name. It will be saved and automatically filled-in thereafter.

Click the Preview button on Qxtender's toolbar (or choose "Print Prevew" from the File menu).

Verify the information on all pages of the report.