> ## Documentation Index
> Fetch the complete documentation index at: https://docs.encoreos.io/llms.txt
> Use this file to discover all available pages before exploring further.

# Form 940 Review

> Review IRS Form 940 (Annual Federal Unemployment Tax Return) line items for a tax form run, with PDF download and mark-as-filed actions.

The Form 940 Review page (`/hr/payroll/tax-forms/runs/:runId/940`) displays line-by-line Form 940 data for a specific tax form run, with options to download a PDF and mark the form as filed.

## Overview

The page loads the tax form run record (`useTaxFormRunById`) and the form items for the run (`useTaxFormItems`). The employer-level form item (no `employee_id`) is extracted and its `form_data` is cast to `Form940Data`. A status badge (`TaxFormRunStatusBadge`) is shown alongside the run details. The `Form940LineItem` component renders the individual line items. A **Download PDF** button triggers `useGenerateForm940Pdf`. A **Mark as Filed** button opens `MarkAsFiledDialog`. A **Back** link returns to the tax form runs list.

Organization name is displayed from `currentOrganization.name`.

## Who it's for

Access follows your organization's role and module configuration. Access is implicitly limited by the payroll section navigation.

## Before you start

* A tax form run with a Form 940 result must exist for the specified `:runId`.
* The run must be in a reviewable state.

## Steps

1. Navigate to **HR → Payroll → Tax Forms → Runs** and click a run, then select the 940 tab, or go directly to `/hr/payroll/tax-forms/runs/:runId/940`.
2. Review the line-item breakdown.
3. Click **Download PDF** to generate the PDF version.
4. When ready to file, click **Mark as Filed** and confirm in the dialog.

## Related

<Columns cols={2}>
  <Card title="Human Resources" icon="users" href="/hr/overview">
    Human Resources core overview.
  </Card>

  <Card title="Governance & parity" icon="scale-balanced" href="/governance/index" />
</Columns>

<Note>
  This page documents shipped product behavior. It is not medical, legal, or
  billing advice. Verify against your organization's policies and applicable
  regulations before using it for clinical, compliance, or billing decisions.
  Protected health information (PHI) shown in the product is governed by your
  tenant's access controls and is never exposed in this documentation.
</Note>

<Accordion title="Documentation sources">
  * src/routes/hr.tsx
  * src/cores/hr/pages/Form940ReviewPage.tsx
  * src/cores/hr/hooks/tax-forms/useTaxFormRuns.ts
  * src/cores/hr/services/employer-taxes/types.ts
</Accordion>