The California Employment Development Department (EDD) developed this tutorial
to assist you with navigating through e-Services for Business. Tax returns and
wage reports can be adjusted by using e-Services for Business. This tutorial
will show you how to adjust a Quarterly Contribution Return and Report of Wages
(DE 9) and a Quarterly Contribution Return and Report of Wages (Continuation) (DE 9C) for
an employment tax account and can be used as a guide when filing other tax
returns and wage reports if corrections need to be made. We will begin at the
e-Services for Business home page. This is the e-Services for Business home page.
Select the "Employment Tax" link for the account for which you would like to
adjust a tax return. Select the "Period" link for the period you wish to adjust.
For this example, we select "31-Dec-2017." This page displays all alerts and
activity for the period we just selected. Select the "File or Adjust a Return or
Wage Report" link from the "I Want To" menu. Select the "View or Adjust Return" link
next to the tax return. This page displays information about the tax
return, such as when it was filed and the status of the request. Select "Adjust
Return" to adjust the tax return. Answer "Yes" or "No" to the questions, "Do you have
payroll to report?" For this demonstration, we are going to select "Yes." Select
"Next" to continue. Here we can see the previously filed tax
return with the figures already prepopulated. The fields "Total Subject
Wages Paid this Quarter, UI Wages, SDI Wages, SDI Contribution, Personal Income
Tax (PIT) Withheld, and Less Contributions and Withholdings Paid for the Quarter"
are now editable. Complete the form with your new wage and contribution
information. Select "Next" to continue. The "Reason for Adjustment" field is required.
Enter your reason for adjusting the tax return then select "Next" to continue. You
must complete the declaration page. On this page, you declare that the
information herein is true and correct. When the information is completed, select
"Submit." Are you sure you want to submit this request? Select "Ok" to continue.
Here is your confirmation number for the form you completed. You can print a copy
for your records, and then select "Ok" to continue.
Next we are going to adjust a Quarterly Contribution Return and Report of Wage
(Continuation) (DE 9C). We are on the "Return" page for 31-Dec-2017. Select the
"View or Adjust Return" next to the processed wage report.
This page displays information about the wage report, such as when it was filed and
the status of the request. Select "Adjust Return" to adjust the report. Answer "Yes"
or "No" to the question, "Do you have payroll to report?" For this demonstration,
we are going to select "Yes." Select "Next" to continue. Select "Yes" or "No" to the
question "Do you want to import a file?" For this demonstration, we select "No."
Select "Next" to continue. Complete the form with your new wage
information. Select "Next" to continue. Now complete the "Amended Wage Totals" section.
Report the grand totals for all employees, not just the amended employees.
When this is completed, select "Next." Enter the reason for adjusting this wage
report. Select "Next" to continue. You must complete the declaration page.
On this page, you declare that the information herein is true and correct.
When the information is completed, select "Submit." Are you sure you want to submit
this request? Select "Ok" to continue. Here is your confirmation number for the
form you completed. You can print a copy for your records, and then select "Ok."
Thank you for taking the time to watch this tutorial on how to adjust a tax
return and wage report on e-Services for Business. Be sure to view our other
tutorials demonstrating how to make a payment, get your UI Rate, and the many
other actions available in e-Services for Business. Other resources are available
at www.edd.ca.gov or by calling the Taxpayer Assistance Center at 1-888-745-3886.