> ## 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 941 Review

> Review IRS Form 941 (Employer's Quarterly Federal Tax Return) line items for a tax form run, with finalization, PDF download, and mark-as-filed actions.

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.

## 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.

## Who it's for

Access follows your organization's role and module configuration. Access is implicitly limited to payroll admin users via navigation.

## 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.

## 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.

## 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/Form941ReviewPage.tsx
  * src/cores/hr/hooks/tax-forms/useTaxFormRuns.ts
  * src/cores/hr/services/quarterly/types.ts
</Accordion>