Users with the correct permissions can access quarterly 941 filings, annual 940 reports, W-2s, and other payroll tax documents directly within R365 Payroll under the Documents menu.
Symptoms
A user cannot locate their 941 quarterly tax forms
A user is searching for a prior-year 941 and does not know where to find it
A user needs federal or state payroll tax filings and does not know where to look
The Documents tab appears but nothing loads when clicked
Steps to Resolve
Navigate to Tax Documents
Open the Payroll app.
Click Documents.
Choose the correct company from the company selector in the upper right corner.
Click Tax Documents.
Each quarter has a Company Packet (CP) featured on this page containing the bulk of the filed forms. The number at the end of the file name represents the period end date (for example, CP_260630 is the company packet for the quarter ending 06/30/2026, or Q2, 2026).
Click Federal to find additional federal forms like 941, 940, and W-2.
Click the year folder (for example, 2024 or 2025).
Click the desired file (for example, a 941 or 940) to view it or click the triple dot (...) button and Download to save the file to your device.
941 reports are filed quarterly (Q1 through Q4) and appear in the folder for the year they were filed. If a quarterly form is missing, it may not yet be filed for that period.