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Version: 1.7.0

Overview

CPEOs and agents of home care service recipients approved by the IRS under section 3504 are required to attach Schedule R (Form 940 SCH-R) to Form 940 SCH-R, Employer’s Annual Federal Unemployment (FUTA) Tax Return. Schedule R simplifies the aggregate reporting process by allocating aggregate wages, taxes, credits, deposits, and payment amounts to be reported on Form 940 SCH-R.

CPEOs can file the returns listed on Form 8973, and are generally required by the IRS to file their Schedule R electronically. Section 3504 Agents can file the returns listed on their Form 2678 appointment. Aggregate filers can use their own EIN to file a single Form 940 SCH-R for all of their clients via Schedule R, along with those clients’ respective FUTA wage and tax liability information.

Form 940 SCH-R endpoints:​​

You can use the following endpoints to complete the 940 SCH-R filing.

note

In order to use the following endpoints, you must call the Auth method to get the access token. This access token must be supplied in the request header as the ‘Bearer‘ token. Refer to OAuth 2.0 Authentication for more information on JWT authentication.

  • Create - To create Form 940 SCH-R for the respective quarter.
  • Update - To make changes to an existing Form 940 SCH-R.
  • Transmit - To transmit the 940 SCH-R to the IRS.
  • Status - To check the status of the 940 SCH-R after transmission. (As an alternative, you can configure Webhooks for E-file Status Change)

Signature Endpoints:​

Based on the type of filer you are, you can use any of the following endpoints to sign 940 SCH-R returns.

  • DownloadForm8453EMP (Applicable to CPA and Software Providers) - Used to download the 8453-EMP form generated by TaxBandits API for the RecordId.
  • UploadForm8453EMP - To upload the signed 8453-EMP form to our system.
note

Reporting Agents who use RA-PIN while creating Form 940 SCH-R. Also, the filers who use Online Signature PIN can provide it while creating Form 940 SCH-R.

Other 940 SCH-R Endpoints:​

You can use any of the following endpoints based on your needs.

  • GetPDF - Used to obtain the Form 940 SCH-R PDFs as a Zip file via Webhook. You will have to configure the Webhook in Settings to receive the PDF.
  • ValidateForm - To validate the field-level specifications of Form 940 SCH-R before creating the form.
  • Validate - To audit the created Form 940 SCH-R data before transmission to the IRS.
  • List - To list all Form 940 SCH-R for a submission or employer.
  • Get - To retrieve the information from the 940 SCH-R form created.
  • Delete - To delete the 940 SCH-R returns created.