Schedule R (Form 940) - Allocation Schedule For Aggregate Form 940 Filers
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3Schedule R (Form 940):
Allocation Schedule for Aggregate Form 940 Filers
OMB No. 1545-0028
(Rev. December 2017)
Department of the Treasury — Internal Revenue Service
Report for calendar year:
(Same as Form 940):
Employer identification number (EIN)
—
Name as shown on Form 940
Type of filer (check one):
Section 3504 Agent
Certified Professional Employer Organization (CPEO)
Read the instructions before you complete Schedule R (Form 940). Type or print within the boxes. Complete a separate line for the amounts
allocated to each of your clients. The term “client” as used on this form includes the term “customer.” See the instructions.
(a)
(b)
(c)
(d)
(e)
(f)
(g)
(h)
State
Client’s Employer
Type of wages, tips, and
Total taxable FUTA
Total adjustments
Credit reduction amount
Total FUTA tax
Total FUTA tax deposits
abbreviation
Identification Number
other compensation
wages allocated to
to FUTA tax
allocated to the
after adjustments
from Form 940, line 13,
from Form
(EIN)
(CPEO use only)
the listed client EIN
allocated to the
listed client EIN from
allocated to the
plus any payment made
940, line 1a,
from Form 940, line 7
listed client EIN from
Form 940, line 11
listed client EIN from
with the return allocated
or Schedule A
Form 940, line 9 or line 10
Form 940, line 12
to the listed client EIN
(Form 940)
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Subtotals for clients. Add all
amounts on lines 1 through 15.
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17
Enter the combined subtotal
from line 23 of all Continuation
Sheets for Schedule R (Form
940).
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18
Enter Form 940 amounts for
your employees.
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19
Totals. Add lines 16, 17, and
18. The column totals must
match the related lines on the
aggregate Form 940.
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For Paperwork Reduction Act Notice, see the instructions.
Cat. No. 53082A
Schedule R (Form 940) (Rev. 12-2017)
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