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Payroll4InsightSS
December 9, 2024
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CA WH/UI DE9 & DE9C

  • December 9, 2024
  • 1 reply
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Hello Community.  I need to file & pay for Q3 2023 CA WH/UI DE9 & DE9C.  I have enrolled into EDD e-services and see what is owed due to not filing.  I understand I can file for adjusting a Return or Wage report and I need to do both for months of Sept & October in 2023.  I see what was processed in Nov for payments and have no idea where those numbers come from.  May I get some specific information on where to find the numbers?  I am new to Quickbooks and to this organization which needs to file.  Kind of your payroll for dummies instructions if you please.  I appreciate any help comes my way.  Thank you in advance. 

Best answer by Rea_M

Thank you for your prompt response, Payroll4InsightSS. I truly understand how crucial it is to file and pay all your returns in accordance with the state's compliance regulations. Together, let’s take a closer look at the content of the Payroll Tax and Wage Summary report. This will ensure you have all the necessary information for submitting the correct CA WH/UI DE9 and DE9C taxes.

 

With QuickBooks Online Payroll (QBOP), you have the flexibility to choose how your payroll taxes and filings are handled. If you enable the Automate Taxes and Forms option in the Payroll Settings, we'll automatically pay your taxes and file your forms for you. However, if you prefer to be more hands-on, selecting the I’ll Initiate Payments and Filings Using QuickBooks option requires you to electronically file your taxes manually within the platform. 

 

Since you need to file and pay last year's CA WH/UI DE9 and DE9C, this will need to be done directly with your state agency. To make the process easier, consider reaching out to a tax expert who can assist you in inputting the data you've gathered in QuickBooks. Their expertise can help ensure that everything is filed accurately and on time!

 

On the other hand, the Payroll Tax and Wage Summary report offers essential details, including the tax amount, total, excess, and taxable wages categorized by tax type. To ensure your filed numbers for the specific quarter align with the information provided in the report, please double-check that you’ve filtered the correct date range at the top. This will help you maintain accuracy in your filings. Please see the screenshot below for your reference.

 

 

Moreover, you can also pull up the Payroll Tax Liability report to know how much payroll tax you need to pay and how much you’ve already paid on a specific period. To do this, follow these steps:

 

  1. Go to the Reports menu and select the Standard tab.
  2. Type Payroll Tax Liability in the Find report by name field and click it to open its content.
  3. Set the Date range from the dropdown menu.
  4. Customize if necessary.
  5. Finally, click Run Report.

 

Additionally, are you interested in accessing your previously filed tax forms and payments in QuickBooks? Being able to review this information can be really beneficial for your financial planning. If you'd like to proceed, you can find a step-by-step guide in this article: View tax forms and payments.

 

Having gone through our discussion, you should now be well-equipped to gather the necessary data to file and pay your Q3 2023 CA WH/UI DE9 & DE9C. If you have any further questions or concerns regarding the steps we covered, please don’t hesitate to reach out. I'm always here to support you and ensure your success!

1 reply

S
Shania_C
December 9, 2024

Welcome to the community space, @Payroll4InsightSS.

 

I'm here to assist you with your concerns about calculating amounts owed due to non-filing in QuickBooks Online (QBO). Rest assured I'll provide the guidance you need.


To gain clarity on what was processed in November, you can review your QuickBooks Online Payroll reports for transactions linked to your EDD payments. You can generate a Payroll Tax and Wage Summary report in QBO Payroll to get an overview of the calculations for Q3 2023 CA WH/UI DE9 & DE9C, including the taxes withheld from wages.

 

Here's how to do it:

 

  1. Navigate to Reports on the left sidebar, then click on the Standard tab.
  2. Type Payroll Tax and Wage Summary in the Find report by name field.
  3. Choose a Date Range from the dropdown menu.
  4. If you need to run a report for a specific location, select the desired location from the Work Location dropdown.
  5. Finally, click Run Report.

 

 

 

If you need to print the report, click on the Export dropdown at the top right corner and choose Export to Excel. Alternatively, you can select options to print or save the report as a PDF.

 

Furthermore, I've got some resources that you might need for additional information on how to manage quarterly tax forms in QuickBooks:

 

 

Feel free to click the reply button if you have any further questions or need clarification regarding managing your Q3 2023 CA WH/UI DE9 & DE9C calculations in QuickBooks Online. I'm here to assist. Take care, @Payroll4InsightSS.

P
Payroll4InsightSSAuthor
December 10, 2024

I appreciate your assistance.  Thank you so much.  I have run the report but I am still a little confused about which numbers apply to the form information on e-Serivices for EDD.  Is this something Quickbooks can file on our behalf? It seems November 2023 to date has been done.  And the Q3 was missed due to some reason.  I just don't want to make a mistake.  I am seeing the numbers filed for November 2023 and those don't match to the report I run.  I am sure I am missing a step in calculations.

R
Rea_MAnswer
December 10, 2024

Thank you for your prompt response, Payroll4InsightSS. I truly understand how crucial it is to file and pay all your returns in accordance with the state's compliance regulations. Together, let’s take a closer look at the content of the Payroll Tax and Wage Summary report. This will ensure you have all the necessary information for submitting the correct CA WH/UI DE9 and DE9C taxes.

 

With QuickBooks Online Payroll (QBOP), you have the flexibility to choose how your payroll taxes and filings are handled. If you enable the Automate Taxes and Forms option in the Payroll Settings, we'll automatically pay your taxes and file your forms for you. However, if you prefer to be more hands-on, selecting the I’ll Initiate Payments and Filings Using QuickBooks option requires you to electronically file your taxes manually within the platform. 

 

Since you need to file and pay last year's CA WH/UI DE9 and DE9C, this will need to be done directly with your state agency. To make the process easier, consider reaching out to a tax expert who can assist you in inputting the data you've gathered in QuickBooks. Their expertise can help ensure that everything is filed accurately and on time!

 

On the other hand, the Payroll Tax and Wage Summary report offers essential details, including the tax amount, total, excess, and taxable wages categorized by tax type. To ensure your filed numbers for the specific quarter align with the information provided in the report, please double-check that you’ve filtered the correct date range at the top. This will help you maintain accuracy in your filings. Please see the screenshot below for your reference.

 

 

Moreover, you can also pull up the Payroll Tax Liability report to know how much payroll tax you need to pay and how much you’ve already paid on a specific period. To do this, follow these steps:

 

  1. Go to the Reports menu and select the Standard tab.
  2. Type Payroll Tax Liability in the Find report by name field and click it to open its content.
  3. Set the Date range from the dropdown menu.
  4. Customize if necessary.
  5. Finally, click Run Report.

 

Additionally, are you interested in accessing your previously filed tax forms and payments in QuickBooks? Being able to review this information can be really beneficial for your financial planning. If you'd like to proceed, you can find a step-by-step guide in this article: View tax forms and payments.

 

Having gone through our discussion, you should now be well-equipped to gather the necessary data to file and pay your Q3 2023 CA WH/UI DE9 & DE9C. If you have any further questions or concerns regarding the steps we covered, please don’t hesitate to reach out. I'm always here to support you and ensure your success!

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