--- title: "Quarterly Filing" slug: "zentax-quarterly-filing" updated: 2026-09-25T06:23:03Z published: 2026-09-25T06:23:03Z canonical: "zenoplesupport.aqore.com/zentax-quarterly-filing" stale: true --- > ## Documentation Index > Fetch the complete documentation index at: https://zenoplesupport.aqore.com/llms.txt > Use this file to discover all available pages before exploring further. # Quarterly Filing ## Quarterly Filing Quarterly filing is a separate workflow from year-end filing. Use it for the quarterly forms and reporting periods displayed for your organization. ### Select the filing period The quarterly filing screen uses cascading selections. Complete them in this order: 1. Select **Company**. -> The available form types for that company are loaded. 2. Select **Form Type**. -> The available years for that form are loaded. 3. Select **Year**. -> The available reporting frequencies are loaded. 4. Select **Reporting Frequency**. -> The available reporting periods are loaded. 5. Select the reporting period. -> The filing workflow opens for the selected date range. The period buttons are not available until a reporting frequency is selected. If a selection is disabled, complete the earlier selection first. ### Quarterly filing steps #### Step 1: Return List The **Return List** shows the returns available for the selected date range. 1. Confirm the displayed company, form type, year, and date range. -> The return list represents the period you selected. 2. Review each return row. -> The row shows the available action and any summary or parameter options. 3. Choose the action shown for the return. -> ZenTax opens the appropriate filing step. #### Return List actions | **Action** | **Use it when** | **Result** | | --- | --- | --- | | **Start** | You are beginning a return that has not been started. | ZenTax opens the filing workflow. | | **Continue** | The return was started earlier and is not finished. | ZenTax reopens the existing work. | | **Fix Issue** | Required information or a filing exception must be corrected before continuing. | ZenTax opens the issue parameters and highlights the information that must be corrected. | | **Correct Return** | A correction or amended return is required for an existing filing. | ZenTax opens the correction workflow. | | Other processing actions | The return is in another processing state. | Follow the on-screen status and wait for the next available action. | Use **Start as New** from the return history or summary area only when you intentionally want a new filing based on the available return information. Starting a new return does not replace the original return. #### Parameter and details view The parameter icon opens the information used for the return. For a return marked **Fix Issue**, the same area becomes the correction form. 1. Open the parameter or issue icon. -> ZenTax displays the fields required for that return. 2. Enter or select the requested values. -> ZenTax checks required fields and any format rules. 3. Correct all highlighted fields. -> The Save or Update action becomes available when the form is valid. 4. Select **Save** or **Update**. -> ZenTax saves the values and returns to the return list when the update succeeds. Depending on the return, the fields may be text, a checkbox, a dropdown, or a date. A field may also require a specific format shown by its hint or validation message. #### Step 2: Overview & Exceptions The **Overview & Exceptions** step displays a summary of the selected return and any issues that must be reviewed. 1. Review the form type, jurisdiction, and summary values. -> The summary confirms which return is being prepared. 2. Review the exceptions list when it is displayed. -> Each exception identifies information that may prevent filing or require correction. 3. Select **Fix Exceptions Here** or the exception link. -> ZenTax opens the related correction area. 4. Correct the information and save. -> The exception list refreshes. 5. Continue only when the page shows that no blocking exceptions remain. -> The return becomes available for the next filing step. For state forms such as SUTA or SIT, a state exception may prevent the return from proceeding. For federal forms such as Form 940 or Form 941, use **Add/Edit Information** to review or update the federal form when the option is available. #### Federal form editing 1. Select **Add/Edit Information**. -> ZenTax opens the federal form editor. 2. Enter or correct the required information. -> The form checks required values and field formats. 3. Review highlighted fields. -> Each highlighted field must be corrected before saving. 4. Select **Save**. -> The form information is saved and the return summary is refreshed. The Add/Edit Information option may be unavailable while an e-file submission is in progress or after the filing has been accepted. If it is disabled unexpectedly, contact Aqore Support before creating another return. #### Form 941 e-file workflow When the Form 941 e-file option is available, ZenTax presents a submission consent step. 1. Review the return and any high-priority exceptions. -> You can correct required issues before submitting. 2. Select whether you authorize ZenTax to submit the federal file on your behalf. -> **Yes** starts the authorization workflow; **No** keeps the filing responsibility with you and provides a file for manual submission. 3. If ZenTax requests Form 8879-EMP, open the form. -> The authorization form displays the information required for approval. 4. Complete every required field in Form 8879-EMP. -> ZenTax highlights missing or incorrectly formatted values. 5. Select **Save**. -> ZenTax saves the authorization information. 6. Select the available submission or completion action. -> ZenTax begins the submission or records the manual-filing choice. 7. Review the submission status and any submission ID or electronic postmark shown. -> The return shows whether it is waiting, processing, accepted, or rejected. If the form is rejected, review the displayed rejection errors, correct the return information, and follow the available correction action. Do not submit the same rejected file repeatedly without correcting the reported issue. #### Step 3: Summary & Download The summary becomes available after the return reaches the appropriate filing stage. 1. Open the summary icon for the return. -> ZenTax displays the return totals and filing outcome when available. 2. Review totals, jurisdictions, and the e-file status indicator when shown. -> You can compare the result with the payroll records for the selected period. 3. Select **Download Summary** or the available file action. -> ZenTax downloads the summary or filing file in the format offered for that return. ### Quarterly review checklist Before you finish a quarterly return: - Confirm the company, form type, year, frequency, and period. - Review every return row in the selected date range. - Resolve high-priority and blocking exceptions. - Confirm federal form changes before saving. - Confirm the e-file choice before authorizing submission. - Review the acceptance or rejection status. - Download the summary or filing file needed for your records.