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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.

The Form 941 Review page (/hr/payroll/tax-forms/runs/:runId/941) displays Form 941 quarterly data for a specific tax form run, with a line-item breakdown, summary, PDF download, finalization, and mark-as-filed actions.

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Overview

The page loads the tax form run and items for :runId. The employer-level form item (no employee_id) is extracted and its form_data is cast to Form941Data. The Form941LineItem component renders individual line items, and Form941Summary renders an overall summary. The run’s current status is shown via TaxFormRunStatusBadge alongside the quarter label (from QUARTER_LABELS). Actions include:
  • Download PDF — calls useGenerateForm941Pdf.downloadPdf.
  • Finalize — calls useUpdateTaxFormRunStatus with status finalized and shows a success toast.
  • Mark as Filed — opens MarkAsFiledDialog.
  • Back — link to the parent tax form run.

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Who it’s for

No explicit permission gate on this route. Access is implicitly limited to payroll admin users via navigation.

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Before you start

  • A tax form run with a Form 941 result must exist for the specified :runId.
  • The run must be in a reviewable state.

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Steps

  1. Navigate to HR → Payroll → Tax Forms → Runs, select a run, and open the 941 tab, or go directly to /hr/payroll/tax-forms/runs/:runId/941.
  2. Review all line items and the summary.
  3. Click Download PDF to save a copy.
  4. Click Finalize to lock the form for filing.
  5. After filing with the IRS, click Mark as Filed and confirm.

Human Resources

Human Resources core overview.

Governance & parity

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.
  • src/routes/hr.tsx
  • src/cores/hr/pages/Form941ReviewPage.tsx
  • src/cores/hr/hooks/tax-forms/useTaxFormRuns.ts
  • src/cores/hr/services/quarterly/types.ts