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The guide describes amending prior Form 941 returns for eligible quarters in 2020 and 2021, including how credits started and why first-quarter adjustments were handled with second-quarter filings. It also outlines when amended 941-X returns are needed and references key IRS forms, instructions, and the 941-X form pages. It emphasizes consulting tax experts and using the separate instructions when completing the filing.",{"@graph":63,"@context":118},[64,80,101],{"@type":65,"itemListElement":66},"BreadcrumbList",[67,71,74,77],{"item":68,"name":69,"@type":70,"position":9},"https://docshare.wps.com","Home","ListItem",{"item":72,"name":10,"@type":70,"position":73},"https://docshare.wps.com/template/",2,{"item":75,"name":36,"@type":70,"position":76},"https://docshare.wps.com/template/forms/",3,{"item":78,"name":59,"@type":70,"position":79},"https://docshare.wps.com/template/step-by-step-how-to-guide-to-filing-your-941-x-ertc/301457/",4,{"url":78,"name":59,"@type":81,"image":82,"author":87,"headline":59,"publisher":90,"fileFormat":93,"inLanguage":57,"description":61,"dateModified":94,"datePublished":95,"encodingFormat":93,"isAccessibleForFree":96,"interactionStatistic":97},"DigitalDocument",{"url":83,"@type":84,"width":85,"height":86},"https://docshare.wps.com/thumbnails/step-by-step-how-to-guide-to-filing-your-941-x-ertc/301457.png","ImageObject",442,249,{"name":88,"@type":89},"Adam","Person",{"url":68,"name":91,"@type":92},"DocShare","Organization","application/pdf","2026-09-24","2026-09-19",true,{"@type":98,"interactionType":99,"userInteractionCount":76},"InteractionCounter",{"@type":100},"ViewAction",{"@type":102,"mainEntity":103},"FAQPage",[104,110,114],{"name":105,"@type":106,"acceptedAnswer":107},"What is the purpose of filing Form 941-X for the ERTC?","Question",{"text":108,"@type":109},"Form 941-X is used to amend previously filed payroll tax returns so an employer can correct errors and claim the Employee Retention Tax Credit (ERTC) payroll tax refund when eligible wages apply.","Answer",{"name":111,"@type":106,"acceptedAnswer":112},"Which quarters require amended Form 941-X filings?",{"text":113,"@type":109},"For each quarter that includes qualified ERTC wages, you need to file an amended Form 941-X for that quarter to obtain refund checks from the IRS.",{"name":115,"@type":106,"acceptedAnswer":116},"Do you need to complete a separate Form 941-X for each quarter?",{"text":117,"@type":109},"Yes. The guidance states to use a separate Form 941-X for each quarter that needs correction, and to complete all required pages before filing.","https://schema.org",{"og:url":78,"og:type":120,"og:title":59,"og:site_name":91,"og:description":61},"article",{"robots":122,"canonical":78},"index,follow",{"doc_id":124,"site_id":56},301457,1790212430,{"code":4,"msg":5,"data":127},{"doc_id":124,"user_id":128,"nickname":88,"user_avatar":129,"doc_module":9,"category_id":35,"category_name":36,"doc_title":59,"doc_description":61,"doc_content":130,"file_id":131,"file_url":132,"file_type":133,"file_size":134,"view_count":76,"is_deleted":4,"is_public":9,"is_downloadable":9,"audit_status":9,"page_count":9,"language":135,"language_code":57,"site_id":56,"html_lang":57,"table_of_contents":136,"faqs":137,"seo_title":138,"seo_description":61,"update_tm":139,"read_time":4},1374404737137,"https://ap-avatar.wpscdn.com/davatar_155a257f0dc6eb9ab79c44ca47cae57d","\u003CBACK TO BLOG  \nStep-by-Step How to Guide to Filing  \nYour 941-X ERTC  \nBy Dan Wagner  \nSHARE ON SOCIAL >   Fn  \nRelated Articles  \nThis step-by-stephow to guide is designed to help youunderstand and fle your Employee Retention Tax Credit 941-Xpayroll taxrefund.Please remember,this article was written as ageneral guide,and is not meant to replace consultingwith tax experts.  \nThe941-Xtax refund form was created to helpyou amend the941 Forms you fled in 2020 and 2021.Now thatyou're allowed to have both your PPPloans ANDERTCs,you will need to revise your 941s that you fled with the IRSin previous quarters.  \nDownload Now:Get your free copy of our Step-by-Step How to Guide to Filing Your 941-XERTC as a PDF document  \nMost small business owners will start calculating their ERC amounts in the first quarter of 2020,when the pandemicbegan.However,since the ERC credits started so late in the first quarter(began March 13,2020),the IRS required allbusiness to include the first quarter adjustments on with the second quarter adjustments,and fle both on the secondquarter 2020941X.  \nGet your941-X questions answered by the experts at Baron Payroll  \nFor each quarter that you have qualifed wages for the ERC,you will need to fle amended 941xpayroll tax returns toget your refund checks from the IRS.  \nIfyou haven't applied for an ERC yet,allyou need to do is fle an amended Form 941Xfor the quarters you were aneligible employer.  \nIRS Forms 941,941-X,and 5884-D Worksheet  \nIRSAbout Form941,Employer's Quarterly Federal Tax Return  \nIRS Instructions for Form 941-X  \nIRS 5884-DWorksheet  \nForm 941-X-Page 1  \nFom941-X:  \nAdjusted Employer's QUARTERLY Federal Tax Return or Claim for Refund  \nOVB No.1545-0029  \n(Rev.July 2021)  \nDepartnert of the Tteasury-Intemal Revenue Service  \n\n| Employer identification number  \u003Cbr>99-9999999  \u003Cbr>(EIN)  \u003Cbr>Name inol youtrade name)Your Company Name  \u003Cbr>Trade namefřany)  \u003Cbr>Address  \u003Cbr>100 Main street  \u003Cbr>Suto o roon Aumbar  \u003Cbr>Siree  \u003Cbr>Nrtbar  \u003Cbr>NY  \u003Cbr>Anytown  \u003Cbr>11111  \u003Cbr>ZIP coda  \u003Cbr>State  \u003Cbr>t  \u003Cbr>Fotegn poinoolccmy  \u003Cbr>Feroian pontal code  \u003Cbr>Foog dounby nare   |  | Return You're Correcting…  \u003Cbr>check the type of return youv're correcting.  \u003Cbr>区941  \u003Cbr>□941-55   |\n| --- | --- | --- |\n|  |  | Check the ONE quarter you're corecting.  \u003Cbr>区1:January,February,March  \u003Cbr>□2:April,May,June  \u003Cbr>□3:Juy,August,September  \u003Cbr>4:October,November,December   |\n|  |  | Enter the calender year of the  \u003Cbr>quarter you're correcting:   |\n| Read the separate instructions before completing this form.Use this form to correct errors you  \u003Cbr>made on Form 941 or 941-SS.Use a separate Fom 941-X for each quarter_that needs  \u003Cbr>corection.Type or print within the boxes.You MUST complele all five pages.Don't attach this  \u003Cbr>form to Form 941 or 941-SS unless youre reclassifying workers;see the instructions for line 42.   |  |  |\n|  |  | (YYYY)  \u003Cbr>2021   |\n| Part 1:Select ONLY one process.See page 6for additional guidance,including informa  \u003Cbr>on how to treat employment tax credits and social security tax delerrals.   | tion   | Enter the date you discoverederrors.   |\n| 1.Adjusted employment tax return.Check this box f you underreported amounts.  \u003Cbr>Also check this box if you overreported tax amounts and you wouid like to use the  \u003Cbr>adjustment process to correct the errors.You must check this box f youre correcting   |  | 02/04/2022  \u003Cbr>(MM/DD/YYYY)   |\n\nboth underreported and overreported tax amounts on this form.The amount shown on  \nline 27.itf less than zero,may oniy be applied as a credit to your Fom 941,Fom 941-SS,  \nor Form 944 for the tax pencd in which youre fling this fcrm  \nX  \n2.Claim.Check this box if you overeported tax amounls only and you would like to use  \nthe daim prccess to ask for aretund or abatement of the amount shown on line 27.  \nDon't check this box if you're correcting ANY underreported tax amounts on this form.  \nPart2:Complete the certifications.  \nX  \n3.I certify that rve f","cbCaibi6Z26FuTIv","https://ap.wps.com/l/cbCaibi6Z26FuTIv","pdf",930256,"English","# Overview of Filing Form 941-X for ERTC\n## Eligibility and Amending Prior Quarters\n## When to File Amended 941-X Returns and Next Steps\n## Key IRS Forms and Instructions\n## Form 941-X Structure and Required Fields","[{\"question\":\"What is the purpose of filing Form 941-X for the ERTC?\",\"answer\":\"Form 941-X is used to amend previously filed payroll tax returns so an employer can correct errors and claim the Employee Retention Tax Credit (ERTC) payroll tax refund when eligible wages apply.\"},{\"question\":\"Which quarters require amended Form 941-X filings?\",\"answer\":\"For each quarter that includes qualified ERTC wages, you need to file an amended Form 941-X for that quarter to obtain refund checks from the IRS.\"},{\"question\":\"Do you need to complete a separate Form 941-X for each quarter?\",\"answer\":\"Yes. The guidance states to use a separate Form 941-X for each quarter that needs correction, and to complete all required pages before filing.\"}]","Step-by-Step How to Guide to Filing Your 941-X ERTC | PDF",1789782609]