The California Employment Development Department (EDD) developed this tutorial
to assist you with navigating through 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 adjusting other tax returns and wage reports.
This is the e-Services for Business home page. Select Manage Periods and
Returns. Select the period for the tax return or
wage report you want to adjust. For this example, we select 31-Mar-2022.
Here we have a summary and activities for the period selected.
Select File or Adjust a Return or Wage Report.
This screen displays the tax return and wage report for the period and the
status for each. Select View or Adjust Return next to the Tax Return.
Here, we have information about the tax return, such as when it was filed and the
status of the request. Select Adjust Return to adjust your tax
return. Answer the question, “Do you have payroll
to report?” by selecting Yes or No. For this example, we will select Yes, then
select Next. Here we have the information you
previously entered when filing the tax return. Enter the updated total subject
wages paid and the total employee wages subject to Unemployment Insurance (UI)
contributions. The UI contributions are automatically calculated based on the
updated UI wages entered. The amounts in the Employment Training Tax
(ETT) section are automatically calculated for you.
Enter the updated total employee wages for State Disability Insurance (SDI)
withholdings and the SDI tax you withheld. Enter the updated Personal
Income Tax you withheld. The totals will calculate based on the updated
information you entered and payments previously made for the quarter.
Verify the information, then select Next. Enter the reason for adjusting the tax
return, then select Next. If you made adjustments reducing the SDI
and/or PIT withholdings, you will be asked questions about an SDI and PIT
overpayment. Review the information on the screen and answer the overpayment
questions, then select Next.
Complete the declaration, then select Submit.
Select Ok to confirm you want to submit your request.
This is your confirmation that your adjusted tax return was submitted. Make
note of your confirmation number or print a copy for your records, then
select OK. You will see that the adjustment to your
tax return is now pending. To adjust your wage report, select View or Adjust Return
next to Wage Report. This screen displays information about
the wage report, such as when it was filed and the status of the request.
Select Adjust Return to adjust your wage report.
Answer the question, “Do you have payroll to report?” by selecting Yes or No.
If you selected No but you previously reported wages for this period, you will
need to remove the previous wages by selecting Clear All Fields.
For this example, we will select Yes to adjust the wage information already
reported, then select Next. Answer the question, “Do you want to
import a file?” by selecting Yes or No. Selecting Yes, will allow you to upload a
Comma Separated Value (CSV) file that imports a file you created with your
updated wage information. Instructions are provided to help you create a CSV
file. For this example, we will select No to
enter the updated wage information manually, then select Next.
This screen displays previously reported wage information for the period. Select
Clear All Wages, if you would like the system to delete the wages only.
Select Clear All Fields, if you would like the system to delete all previously
reported information. Enter only the wage information for each
employee that needs to be updated, then select Next.
Enter the updated number of employees that worked each month of the quarter.
Enter the Amended Wage Totals for all employees, then select Next.
Enter the reason for adjusting the wage report, then select Next.
Complete the declaration, then select Submit.
Select Ok to confirm you want to submit your request.
This is your confirmation that your adjusted wage report was submitted. Make
note of your confirmation number or print a copy for your records, then
select OK. Now you can see that both your adjusted
tax return and wage report are pending. You can view your submissions or select
e-Services for Business to return to the home page.
Thank you for taking the time to watch this tutorial on how to adjust a tax
return or wage report in 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
edd.ca.gov or by calling the Taxpayer Assistance Center at 1-888-745-3886.