How do I setup a California DE 9C in Yearli Desktop?

Setting up W-2 form

  1. Click on the Payer List button.
  2. Highlight a payer from the list.
  3. Click the Payer State Info button on the far right of the screen.
  4. Add California to the states entered for the payer and complete the additional state information.
  5. Click Save.
  6. Click OK to close the payer state information screen.
  7. Double click the payer name.
  8. Highlight a recipient in the list.
  9. Double click on a W-2 in the Form List.
  10. Click on the Return Information tab on the W-2 Returns screen.
  11. Add California to the State and Local Information section.
  12. Click on the Transaction Summary tab.
  13. Verify that the necessary amount types are selected:
    1. Click on the Amnts button in the upper right corner.
    2. Click on the State tab above the window on the left.
    3. Select any California specific amount types needed and click Include to carry them over to the Currently Selected Amount Types listing.
    4. Click on the Non-Defaults tab.
    5. Select any other amount types needed.
    6. Click Include to add any the amount types to the W-2.
    7. Click OK to close the Amount Types screen.
  14. Click on the State-Specific tab.
  15. Locate the California Wage Plan Type section and click on the Change button.
  16. Select the correct plan from the Select Wage Plan Type dialog. 
  17. Click OK.

Note: The plan must be selected once again when the DE 9C is created, since only one plan can be reported per DE 9C.

Adding a California DE 9C

  1. Click on the Payer List button.
  2. Highlight the payer the CA DE 9C is to be added to.
  3. Click on the Add Form button above the Form List.
  4. From Federal/State/Local drop down box select California.
  5. Select the CA DE 9C from the Form Name drop down.
  6. Select the appropriate Quarter.
  7. Click OK.
  8. Select the appropriate Wage Plan Type.
  9. Click OK.
  10. Enter the applicable information.
  11. Click Save.
  12. Click OK to close the form.
Note:  If planning to e-file the DE 9C check the Check if you intend to file Form DE 9C via the E-file center. 
Was this article helpful?
0 out of 0 found this helpful