Form 941 Employer's Quarterly Federal Tax Return

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I.R.S. SPECIFICATIONS

5
TO BE REMOVED BEFORE PRINTING

INSTRUCTIONS TO PRINTERS
FORM 941, PAGE 1 of 4
MARGINS: TOP 13 mm (1⁄ 2 ") CENTER SIDES.
PAPER: WHITE, WRITING, SUB. 20
FLAT SIZE: 216 mm (81⁄ 2 ") x 279 mm (11")
PERFORATE: NONE

PRINTS: HEAD TO HEAD
INK: BLACK

DO NOT PRINT — DO NOT PRINT — DO NOT PRINT — DO NOT PRINT

941 for 2007:

Action

Signature

O.K. to print
Revised proofs
requested

950107

Employer’s QUARTERLY Federal Tax Return

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Form
(Rev. October 2007)

Date

Department of the Treasury — Internal Revenue Service

(EIN)
Employer identification number

OMB No. 1545-0029

—

Report for this Quarter of 2007
(Check one.)

Name (not your trade name)

1: January, February, March
2: April, May, June

Trade name (if any)

3: July, August, September

Address

Number

Street

Suite or room number

City

State

4: October, November, December

ZIP code

Read the separate instructions before you fill out this form. Please type or print within the boxes.

Part 1: Answer these questions for this quarter.

1 Number of employees who received wages, tips, or other compensation for the pay period
including: Mar. 12 (Quarter 1), June 12 (Quarter 2), Sept. 12 (Quarter 3), Dec. 12 (Quarter 4)

1

2 Wages, tips, and other compensation

2

3 Total income tax withheld from wages, tips, and other compensation

3

4 If no wages, tips, and other compensation are subject to social security or Medicare tax
5 Taxable social security and Medicare wages and tips:
Column 1
Column 2
5a Taxable social security wages
5b Taxable social security tips
5c Taxable Medicare wages & tips

.
.
.

3 .124 =
3 .124 =
3 .029 =

Check and go to line 6.

.
.
.

5d Total social security and Medicare taxes (Column 2, lines 5a + 5b + 5c = line 5d)

7b Current quarter’s sick pay
7c Current quarter’s adjustments for tips and group-term life insurance
7d Current year’s income tax withholding (attach Form 941c)
7e Prior quarters’ social security and Medicare taxes (attach Form 941c)
7f Special additions to federal income tax (attach Form 941c)
7g Special additions to social security and Medicare (attach Form 941c)

6

.
.
.
.
.
.
.

7h TOTAL ADJUSTMENTS (combine all amounts: lines 7a through 7g)

.
.
.
.
.
.

7h

8 Total taxes after adjustments (combine lines 6 and 7h)

8

9 Advance earned income credit (EIC) payments made to employees

9

10 Total taxes after adjustment for advance EIC (line 8 – line 9 = line 10)

10

11 Total deposits for this quarter, including overpayment applied from a prior quarter

11

12 Balance due (If line 10 is more than line 11, write the difference here.)
Follow the Instructions for Form 941-V, Payment Voucher.

12

13 Overpayment (If line 11 is more than line 10, write the difference here.)

.
.

5d

6 Total taxes before adjustments (lines 3 + 5d = line 6)
7 TAX ADJUSTMENTS (read the instructions for line 7 before completing lines 7a through 7g):
7a Current quarter’s fractions of cents

.
.

.

Check one

© You MUST fill out both pages of this form and SIGN it.
For Privacy Act and Paperwork Reduction Act Notice, see the back of the Payment Voucher.

Cat. No. 17001Z

Apply to next return.
Send a refund.
Next ©
Form

941

(Rev. 10-2007)

MAILOUT
TLS, have you
transmitted all R
text files for this
cycle update?

Date

I.R.S. SPECIFICATIONS

5
TO BE REMOVED BEFORE PRINTING

INSTRUCTIONS TO PRINTERS
FORM 941, PAGE 1 of 4
MARGINS: TOP 13 mm (1⁄ 2 ") CENTER SIDES.
PAPER: WHITE, WRITING, SUB. 20
FLAT SIZE: 216 mm (81⁄ 2 ") x 279 mm (11")
PERFORATE: NONE

PRINTS: HEAD TO HEAD
INK: BLACK

DO NOT PRINT — DO NOT PRINT — DO NOT PRINT — DO NOT PRINT

941 for 2007:

Form
(Rev. October 2007)

Action

Date

Signature

O.K. to print
Revised proofs
requested

960107

Employer’s QUARTERLY Federal Tax Return
Department of the Treasury — Internal Revenue Service

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OMB No. 1545-0029

Report for this Quarter of 2007
(Check one.)

1: January, February, March
2: April, May, June
3: July, August, September
4: October, November, December

Read the separate instructions before you fill out this form. Please type or print within the boxes.

Part 1: Answer these questions for this quarter.

1 Number of employees who received wages, tips, or other compensation for the pay period
including: Mar. 12 (Quarter 1), June 12 (Quarter 2), Sept. 12 (Quarter 3), Dec. 12 (Quarter 4)

1

2 Wages, tips, and other compensation

2

3 Total income tax withheld from wages, tips, and other compensation

3

4 If no wages, tips, and other compensation are subject to social security or Medicare tax
5 Taxable social security and Medicare wages and tips:
Column 1
Column 2
5a Taxable social security wages
5b Taxable social security tips
5c Taxable Medicare wages & tips

.
.
.

3 .124 =
3 .124 =
3 .029 =

Check and go to line 6.

.
.
.

5d Total social security and Medicare taxes (Column 2, lines 5a + 5b + 5c = line 5d)

7b Current quarter’s sick pay
7c Current quarter’s adjustments for tips and group-term life insurance
7d Current year’s income tax withholding (attach Form 941c)
7e Prior quarters’ social security and Medicare taxes (attach Form 941c)
7f Special additions to federal income tax (attach Form 941c)
7g Special additions to social security and Medicare (attach Form 941c)

6

.
.
.
.
.
.
.

7h TOTAL ADJUSTMENTS (combine all amounts: lines 7a through 7g)

.
.
.
.
.
.

7h

8 Total taxes after adjustments (combine lines 6 and 7h)

8

9 Advance earned income credit (EIC) payments made to employees

9

10 Total taxes after adjustment for advance EIC (line 8 – line 9 = line 10)

10

11 Total deposits for this quarter, including overpayment applied from a prior quarter

11

12 Balance due (If line 10 is more than line 11, write the difference here.)
Follow the Instructions for Form 941-V, Payment Voucher.

12

13 Overpayment (If line 11 is more than line 10, write the difference here.)

.
.

5d

6 Total taxes before adjustments (lines 3 + 5d = line 6)
7 TAX ADJUSTMENTS (read the instructions for line 7 before completing lines 7a through 7g):
7a Current quarter’s fractions of cents

.
.

.

Check one

© You MUST fill out both pages of this form and SIGN it.
For Privacy Act and Paperwork Reduction Act Notice, see the back of the Payment Voucher.

Cat. No. 17001Z

Apply to next return.
Send a refund.
Next ©
Form

941

(Rev. 10-2007)

OTC

5

I.R.S. SPECIFICATIONS

TO BE REMOVED BEFORE PRINTING

INSTRUCTIONS TO PRINTERS
FORM 941, PAGE 2 of 4
MARGINS: TOP 13 mm (1⁄ 2 ") CENTER SIDES.
PAPER: WHITE, WRITING, SUB. 20
FLAT SIZE: 216 mm (81⁄ 2 ") x 279 mm (11")
PERFORATE: NONE

PRINTS: HEAD TO HEAD
INK: BLACK

DO NOT PRINT — DO NOT PRINT — DO NOT PRINT — DO NOT PRINT

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Name (not your trade name)

950207
Employer identification number (EIN)

Part 2: Tell us about your deposit schedule and tax liability for this quarter.

If you are unsure about whether you are a monthly schedule depositor or a semiweekly schedule depositor, see Pub. 15
(Circular E), section 11.
Write the state abbreviation for the state where you made your deposits OR write “MU” if you made your
deposits in multiple states.

14

15 Check one:

Line 10 is less than $2,500. Go to Part 3.

You were a monthly schedule depositor for the entire quarter. Fill out your tax
liability for each month. Then go to Part 3.
Tax liability:

Month 1
Month 2
Month 3

Total liability for quarter

Total must equal line 10.

You were a semiweekly schedule depositor for any part of this quarter. Fill out Schedule B (Form 941):
Report of Tax Liability for Semiweekly Schedule Depositors, and attach it to this form.

Part 3: Tell us about your business. If a question does NOT apply to your business, leave it blank.
16 If your business has closed or you stopped paying wages
enter the final date you paid wages

/

/

Check here, and

.

17 If you are a seasonal employer and you do not have to file a return for every quarter of the year

Check here.

Part 4: May we speak with your third-party designee?
Do you want to allow an employee, a paid tax preparer, or another person to discuss this return with the IRS? See the instructions
for details.
Yes. Designee’s name
Select a 5-digit Personal Identification Number (PIN) to use when talking to IRS.
No.

Part 5: Sign here. You MUST fill out both pages of this form and SIGN it.
Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge
and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.

Print your
name here

Sign your
name here

Print your
title here
/

Date

Best daytime phone (

/

)

–

Paid preparer’s use only
Paid Preparer’s
Signature
Firm’s name (or yours
if self-employed)
Address

EIN
ZIP code

Date

/

/

Phone (

)

–

SSN/PTIN

Check if you are self-employed.
Page

2

Form

941

(Rev. 10-2007)

MailOut
I.R.S. SPECIFICATIONS

5

TO BE REMOVED BEFORE PRINTING

INSTRUCTIONS TO PRINTERS
FORM 941, PAGE 2 of 4
MARGINS: TOP 13 mm (1⁄ 2 ") CENTER SIDES.
PAPER: WHITE, WRITING, SUB. 20
FLAT SIZE: 216 mm (81⁄ 2 ") x 279 mm (11")
PERFORATE: NONE

PRINTS: HEAD TO HEAD
INK: BLACK

DO NOT PRINT — DO NOT PRINT — DO NOT PRINT — DO NOT PRINT

f
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.
.
0
1
.
.

Name (not your trade name)

960207
Employer identification number (EIN)

Part 2: Tell us about your deposit schedule and tax liability for this quarter.

If you are unsure about whether you are a monthly schedule depositor or a semiweekly schedule depositor, see Pub. 15
(Circular E), section 11.
Write the state abbreviation for the state where you made your deposits OR write “MU” if you made your
deposits in multiple states.

14

15 Check one:

Line 10 is less than $2,500. Go to Part 3.

You were a monthly schedule depositor for the entire quarter. Fill out your tax
liability for each month. Then go to Part 3.
Tax liability:

Month 1
Month 2
Month 3

Total liability for quarter

Total must equal line 10.

You were a semiweekly schedule depositor for any part of this quarter. Fill out Schedule B (Form 941):
Report of Tax Liability for Semiweekly Schedule Depositors, and attach it to this form.

Part 3: Tell us about your business. If a question does NOT apply to your business, leave it blank.
16 If your business has closed or you stopped paying wages
enter the final date you paid wages

/

/

Check here, and

.

17 If you are a seasonal employer and you do not have to file a return for every quarter of the year

Check here.

Part 4: May we speak with your third-party designee?
Do you want to allow an employee, a paid tax preparer, or another person to discuss this return with the IRS? See the instructions
for details.
Yes. Designee’s name
Select a 5-digit Personal Identification Number (PIN) to use when talking to IRS.
No.

Part 5: Sign here. You MUST fill out both pages of this form and SIGN it.
Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge
and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.

Print your
name here

Sign your
name here

Print your
title here
/

Date

Best daytime phone (

/

)

–

Paid preparer’s use only
Paid Preparer’s
Signature
Firm’s name (or yours
if self-employed)
Address

EIN
ZIP code

Date

/

/

Phone (

)

–

SSN/PTIN

Check if you are self-employed.
Page

2

Form

941

(Rev. 10-2007)

5

OTC

I.R.S. SPECIFICATIONS
TO BE REMOVED BEFORE PRINTING
INSTRUCTIONS TO PRINTERS
FORM 941, PAGE 3 of 4
MARGINS: TOP 13 mm (1⁄ 2 ") CENTER SIDES.
PRINTS: HEAD TO HEAD
PAPER: WHITE, WRITING, SUB. 20
INK: BLACK
FLAT SIZE: 216 mm (81⁄ 2 ") x 279 mm (11")
PERFORATE: 31⁄ 4 " FROM BOTTOM
DO NOT PRINT — DO NOT PRINT — DO NOT PRINT — DO NOT PRINT

Form 941-V,
Payment Voucher

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Purpose of Form

Specific Instructions

Complete Form 941-V, Payment Voucher, if you are
making a payment with Form 941, Employer’s
QUARTERLY Federal Tax Return. We will use the
completed voucher to credit your payment more
promptly and accurately, and to improve our service to
you.
If you have your return prepared by a third party and
make a payment with that return, please provide this
payment voucher to the return preparer.

Making Payments With Form 941

To avoid a penalty, make your payment with Form 941
only if:

● Your net taxes for the quarter (line 10 on Form 941)
are less than $2,500 and you are paying in full with a
timely filed return or
● You are a monthly schedule depositor making a
payment in accordance with the Accuracy of Deposits
Rule. See section 11 of Pub. 15 (Circular E),
Employer’s Tax Guide, for details. In this case, the
amount of your payment may be $2,500 or more.
Otherwise, you must deposit your taxes at an
authorized financial institution or by electronic funds
transfer. See section 11 of Pub. 15 (Circular E) for
deposit instructions. Do not use Form 941-V to make
federal tax deposits.
Caution. Use Form 941-V when making any payment
with Form 941. However, if you pay amounts with Form
941 that should have been deposited, you may be
subject to a penalty. See Deposit Penalties in section
11 of Pub. 15 (Circular E).

Form

Ä

Box 1—Employer identification number (EIN). If you
do not have an EIN, apply for one on Form SS-4,
Application for Employer Identification Number, and
write “Applied For” and the date you applied in this
entry space.
Box 2—Amount paid. Enter the amount paid with
Form 941.
Box 3—Tax period. Darken the capsule identifying the
quarter for which the payment is made. Darken only
one capsule.
Box 4—Name and address. Enter your name and
address as shown on Form 941.
● Enclose your check or money order made payable to
the “United States Treasury.” Be sure also to enter
your EIN, “Form 941,” and the tax period on your
check or money order. Do not send cash. Please do
not staple Form 941-V or your payment to the return
(or to each other).
● Detach Form 941-V and send it with your payment
and Form 941 to the address provided in the
Instructions for Form 941.
Note. You must also complete the entity information
above Part 1 on Form 941.

Detach Here and Mail With Your Payment and Form 941.

941-V

Department of the Treasury
Internal Revenue Service

OMB No. 1545-0029

Payment Voucher
©

Ä

2007

Do not staple or attach this voucher to your payment.

1 Enter your employer identification
number (EIN).

2

Dollars

3 Tax period

4 Enter your business name (individual name if sole proprietor).

Enter the amount of your payment.

1st
Quarter

3rd
Quarter

Enter your address.

2nd
Quarter

4th
Quarter

Enter your city, state, and ZIP code.

©

Cents

5

MAILOUT

I.R.S. SPECIFICATIONS
TO BE REMOVED BEFORE PRINTING
INSTRUCTIONS TO PRINTERS
FORM 941, PAGE 3 of 4
MARGINS: TOP 13 mm (1⁄ 2 ") CENTER SIDES.
PRINTS: HEAD TO HEAD
PAPER: WHITE, WRITING, SUB. 20
INK: BLACK AND RED
FLAT SIZE: 216 mm (81⁄ 2 ") x 279 mm (11")
PERFORATE: 73⁄ 4 " FROM TOP (31⁄ 4 " FROM BOTTOM)
DO NOT PRINT — DO NOT PRINT — DO NOT PRINT — DO NOT PRINT

Separation 1: Black

Purpose of Form

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Complete Form 941-V, Payment Voucher, if you are
making a payment with Form 941, Employer’s
QUARTERLY Federal Tax Return. We will use the
completed voucher to credit your payment more
promptly and accurately, and to improve our service to
you.

If you have your return prepared by a third party and
make a payment with that return, please provide this
payment voucher to the return preparer.

Making Payments With Form 941

To avoid a penalty, make your payment with Form 941
only if:
● Your net taxes for the quarter (line 10 on Form 941)
are less than $2,500 and you are paying in full with a
timely filed return or
● You are a monthly schedule depositor making a
payment in accordance with the Accuracy of Deposits
Rule. See section 11 of Pub. 15 (Circular E),
Employer’s Tax Guide, for details. In this case, the
amount of your payment may be $2,500 or more.
Otherwise, you must deposit your taxes at an
authorized financial institution or by electronic funds
transfer. See section 11 of Pub. 15 (Circular E) for
deposit instructions. Do not use Form 941-V to make
federal tax deposits.

✁

Ä

Caution. Use Form 941-V when making any payment
with Form 941. However, if you pay amounts with Form
941 that should have been deposited, you may be
subject to a penalty. See Deposit Penalties in section
11 of Pub. 15 (Circular E).

Specific Instructions

● Enter on the voucher the amount paid with
Form 941.
● Enclose your check or money order made payable to
the “United States Treasury.” Be sure also to enter
your EIN, “Form 941,” and the tax period on your
check or money order. Do not send cash. Please do
not staple Form 941-V or your payment to the return
(or to each other).
● Detach Form 941-V and send it with your payment
and Form 941 to the address in the Instructions for
Form 941. Do not send a photocopy of Form 941-V
because your payment may be misapplied or delayed.
If any of the preprinted information is incorrect, make
changes on the top of Form 941, not on the payment
voucher. If you change any of the preprinted
information on the voucher, your payment may be
misapplied or delayed.

Detach Here and Mail With Your Payment and Form 941.

Department of the Treasury
Internal Revenue Service

Ä

OMB No. 1545-0029

2007

©

Use this voucher when making a payment with your tax return.

©

Do not staple this voucher or your payment to your return.

©

Do not send cash.

✃

Form 941-V,
Payment Voucher

Separation 2: Red

Form 941-V, Payment Voucher
Enter the amount of
your payment

Dollars
©

Cents

5

OTC and MAILOUT

I.R.S. SPECIFICATIONS
TO BE REMOVED BEFORE PRINTING
INSTRUCTIONS TO PRINTERS
FORM 941, PAGE 4 of 4
MARGINS: TOP 13 mm (1⁄ 2 ") CENTER SIDES.
PRINTS: HEAD TO HEAD
PAPER: WHITE, WRITING, SUB. 20
INK: BLACK
FLAT SIZE: 216 mm (81⁄ 2 ") x 279 mm (11")
PERFORATE: NONE
DO NOT PRINT — DO NOT PRINT — DO NOT PRINT — DO NOT PRINT

Form 941 (Rev. 10-2007)

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Privacy Act and Paperwork Reduction Act Notice.
We ask for the information on this form to carry out the
Internal Revenue laws of the United States. We need it
to figure and collect the right amount of tax. Subtitle C,
Employment Taxes, of the Internal Revenue Code
imposes employment taxes on wages, including
income tax withholding. This form is used to determine
the amount of the taxes that you owe. Section 6011
requires you to provide the requested information if the
tax is applicable to you. Section 6109 requires you to
provide your employer identification number (EIN). If
you fail to provide this information in a timely manner,
you may be subject to penalties and interest.
You are not required to provide the information
requested on a form that is subject to the Paperwork
Reduction Act unless the form displays a valid OMB
control number. Books and records relating to a form
or instructions must be retained as long as their
contents may become material in the administration of
any Internal Revenue law.

Generally, tax returns and return information are
confidential, as required by section 6103. However,
section 6103 allows or requires the IRS to disclose or
give the information shown on your tax return to others
as described in the Code. For example, we may
disclose your tax information to the Department of

Justice for civil and criminal litigation, and to cities,
states, and the District of Columbia for use in
administering their tax laws. We may also disclose this
information to other countries under a tax treaty, to
federal and state agencies to enforce federal nontax
criminal laws, or to federal law enforcement and
intelligence agencies to combat terrorism.
The time needed to complete and file Form 941 will
vary depending on individual circumstances. The
estimated average time is:
Recordkeeping
Learning about the law or the form
Preparing the form
Copying, assembling, and sending
the form to the IRS

12 hr., 39 min.
40 min.
1 hr., 49 min.
16 min.

If you have comments concerning the accuracy of
these time estimates or suggestions for making Form
941 simpler, we would be happy to hear from you. You
can write to: Internal Revenue Service, Tax Products
Coordinating Committee, SE:W:CAR:MP:T:T:SP, 1111
Constitution Ave. NW, IR-6526, Washington, DC
20224. Do not send Form 941 to this address. Instead,
see Where Should You File? on page 4 of the
Instructions for Form 941.

Printed on recycled paper