Hi there, assaf. Happy to chime in and show you how to produce a DE-9c report in QuickBooks Online.
We can run Payroll Tax and Wage Summary report to give us an overview of your employee's taxable wages. It also shows you the taxes withheld from those wages.
Here's how:
1. Go to Reports on the left panel then, click the Standard tab.
2. In the Find report by name field, search for Payroll Tax and Wage Summary.
3. Select a Date Range from the drop-down
4. You can run a report per location by selecting a specific location from the Work Location drop-down.
5. Once done, click Run Report.
In case you'll need to print the report, click the Share drop-down on the top right corner and select Export to Excel.
I've got some resources that you might need for additional information on how to manage quarterly tax forms in QuickBooks.
Accessing the CA DE-9C report is essential for providing employment details to your insurance company, Tom. Please be assured we'll share the steps to access the functionalities you need and address these concerns swiftly.
If you have already filed the DE-9 form, you can retrieve it from your Filing History. Before accessing this information, please ensure your tax table is up-to-date for accuracy and compliance.
Go to Employees and select Payroll Center.
Choose the File Forms tab.
In the File Forms section, double-click the CA DE 9 form.
It will route you to a page asking you to select a filing period.
Fill in the necessary details and click OK.
The Payroll Tax Form page will appear. Enter the required details and click Save as PDF at the bottom of the page.
In the Filing History section, click the link under the SAVED PDF column.
Additionally, customizing reports in QuickBooks Desktop will allow you to tailor the specific data you want for your records. This feature enables you to filter and arrange data according to your unique needs, ensuring the reports you generate reflect the precise metrics and insights most relevant to your business.
If there's anything else you need as you navigate these changes after or other issues in QuickBooks Desktop, please don't hesitate to reach out as we can make this process smoother. Your concerns are important, and we're committed to helping resolve them.
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