Setting up W-2 form
- Click on the Payer List button.
- Highlight a payer from the list.
- Click the Payer State Info button on the far right of the screen.
- Add California to the states entered for the payer and complete the additional state information.
- Click Save.
- Click OK to close the payer state information screen.
- Double click the payer name.
- Highlight a recipient in the list.
- Double click on a W-2 in the Form List.
- Click on the Return Information tab on the W-2 Returns screen.
- Add California to the State and Local Information section.
- Click on the Transaction Summary tab.
- Verify that the necessary amount types are selected:
- Click on the Amnts button in the upper right corner.
- Click on the State tab above the window on the left.
- Select any California specific amount types needed and click Include to carry them over to the Currently Selected Amount Types listing.
- Click on the Non-Defaults tab.
- Select any other amount types needed.
- Click Include to add any the amount types to the W-2.
- Click OK to close the Amount Types screen.
- Click on the State-Specific tab.
- Locate the California Wage Plan Type section and click on the Change button.
- Select the correct plan from the Select Wage Plan Type dialog.
- 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
- Click on the Payer List button.
- Highlight the payer the CA DE 9C is to be added to.
- Click on the Add Form button above the Form List.
- From Federal/State/Local drop down box select California.
- Select the CA DE 9C from the Form Name drop down.
- Select the appropriate Quarter.
- Click OK.
- Select the appropriate Wage Plan Type.
- Click OK.
- Enter the applicable information.
- Click Save.
- 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.