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How to File Your Form 8974: Justworks

How to File Your Form 8974 with Justworks


  • The IRS requires that you file Form 8974 the quarter after you file your income tax return with Form 6765 attached.
  • Some of the information below is sourced from Justworks and may not reflect their latest changes.


  • First, file your income tax return with Form 6765 attached
  • Then, locate the Form 8974 generated by Neo.Tax, and complete Part 1 columns C and E using information provided in Form 6765
  • Reach out to your Justworks representative to review Form 6765 and Form 8974
  • Justworks will complete the rest of the credit filing process and apply the credit to your federal payroll taxes

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