Lynne Hamp and Alicia Stansbury October 6, 2016 New from EDD AB 1245 Electronic Mandate & State Information Data Exchange System (SIDES) Lynne Hamp and Alicia Stansbury October 6, 2016

What is the E-file and E-pay Mandate? Electronically submit: Tax Returns Wage Reports Payroll Tax Deposits

Background Authored by Assembly Member Ken Cooley Sponsored by Small Business California

Current Requirements 250 or more employees Average State Disability Insurance and Personal Income Tax (SDI/PIT) deposit of $20,000 or more

New Requirements January 1, 2017 10 or more employees January 1, 2018 All remaining employers

Advantages Increases data accuracy Protects data through encryption Reduces paper and mailing cost Eliminates lost mail

Required Forms Tax Returns: Wage Reports: Payments: DE 9 – Quarterly Contribution Return and Report of Wages DE 3HW – Employer of Household Worker(s) Annual Payroll Tax Return DE 3D – Quarterly Contribution Return Wage Reports: DE 9C – Quarterly Contribution Return and Report of Wages (Continuation) DE 3BHW – Employer of Household Worker(s) Quarterly Report of Wages and Withholdings Payments: DE 88 – Payroll Tax Deposit

Penalties Paper Submittal Penalty Tax Return: Wage Report: · DE 9 - Quarterly Contribution Return and Report of Wages · DE 3HW - Employer of Household Worker(s) Annual Payroll Tax Return · DE 3D - Quarterly Contribution Return $50 per return Wage Report: · DE 9C - Quarterly Contribution Return and Report of Wages (Continuation) · DE 3BHW - Employer of Household Worker(s) Quarterly Report of Wages and Withholdings $20 per wage item Payroll Tax Deposit: · DE 88 - Payroll Tax Deposit 15% of amount due

Electronic Methods e-Services for Business File, pay, and manage online Federal/State Employment Taxes File and pay – Web-Service based ACH Credit Pay DE 88 or DE 3D payments State Data Collector Pay DE 88 payments only

Marketing and Outreach

Marketing and Outreach Designated web page and FAQs Alerts, news, and banner on website Mailings: Letters to all employers, inserts, postcards Updated Employer’s Guide and Household Employer’s Guide Social media posts (Facebook & Twitter) Webinars and in-person presentations Outreach to Associations/Chambers

Questions?

Ways to Participate in SIDES SIDES Overview Benefits of SIDES Ways to Participate in SIDES Marketing and Outreach Answering SIDES Questions

SIDES Overview Video

Benefits of SIDES Saves time and administrative costs. Streamlines communication to improve timeliness. Gives you more time to gather information. Reduces errors common with paper forms. Provides the EDD with complete information. Ensures proper UI payments.

How does SIDES work in California? Single sign-on for ease and convenience Electronically provide separation information Reduces Paper

Two Ways to Participate SIDES E-Reponse: Designed for a lower volume of UI claims. Does not require any special programming or software. SIDES Web Service: Designed for a higher volume of UI claims and for employers/TPAs who operate in multiple states. Requires coordination with NASWA to implement special programming for a computer-to-computer interface.

SIDES E-Response

SIDES E-Response

SIDES E-Response

SIDES E-Response

SIDES Web Service File a Power of Attorney with the EDD. Sign a Participation Agreement with NASWA. Confirm participation in SIDES Web Service. Perform system testing. Start using SIDES Web Service.

Marketing and Outreach

Marketing and Outreach Webinars and Trade Shows Educational Tools Live Customer Support Dedicated SIDES web pages and FAQs at www.edd.ca.gov/SIDES

Resources EDD: www.edd.ca.gov/SIDES National UI SIDES website (NASWA): info.uisides.org SIDES Technical Support Center: 1-855-327-7057

Questions?

E-Services for Business Fast, Easy, Secure E-Services for Business

Topics Covered Features and benefits Enrollment Adding access Filing a tax return Filing a wage report Making a payment Resources

What is e-Services for Business? Fast, easy, and secure Requires no software No cost to enroll and use 24 hours a day, 7 days a week

Features Register for an employer payroll tax account number File and adjust returns and reports Make payments View and update account information View payroll tax rates Close or re-open an employer payroll tax account And more!

Benefits Increases data accuracy Protects data security through encryption Provides confirmation upon submission Saves information for future transactions Reduces paper and mailing costs Fulfills the new e-file and e-pay mandate

Enrollment

Enrollment

Create Username and Password

Enrollment Security Questions

Enrollment Summary

Enrollment Verification

Log In

Main Screen

Getting Started

Enrollment Type

Account Information xxx-xxxx-x

Security Questions

Enrollment Summary

Confirmation x-xxx-xxx-xxx x-xxx-xxx-xxx

e-Services Home Page xxx-xxxx-x ABC EMPLOYER 123 EASY STREET SACRAMENTO, CA 95841 xxx-xxxx-x ABC EMPLOYER 123 EASY STREET SACRAMENTO, CA 95841

Filing a Tax Return xxx-xxxx-x ABC EMPLOYER 123 EASY STREET SACRAMENTO, CA 95841

Filing a Tax Return

Filing a Tax Return xxx-xxxx-x

Filing a Wage Report xxx-xxxx-x xxx-xxxx-x ABC EMPLOYER 123 EASY STREET SACRAMENTO, CA 95841

Filing a Wage Report

Filing a Wage Report xxx-xxxx-x xxx-xxxx-x

Filing a Wage Report xxx-xx-xxxx xxx-xx-xxxx

Filing a Wage Report xxx-xxxx-x xxx-xxxx-x

Making a Payment xxx-xxxx-x ABC EMPLOYER 123 EASY STREET SACRAMENTO, CA 95841

Making a Payment

Making a Payment xxx-xxxx-x ABC EMPLOYER 123 EASY STREET SACRAMENTO, CA 95841 123-4567-8 In e-Services for Business today, you will see an image of a check when providing your payment details. Please note that in the upcoming enhancements, the check image has been removed and instead you will see just the required fields. You will complete all of the required fields. The bank debit date is the date you want your payment to settle. Payments made prior to 3 pm will settle the following business day. The Payment amount on the check image must match the payment total calculated below. Enter your banking information (routing number, bank account number – confirm bank account number). You can save this information as your default payment source for future transactions. Below the check image is the specific payment details regarding how to apply your payment. You will enter your deposit schedule, deposit amount and the date you paid your employees (Pay Date).

Attaching a Return File

Resources Tutorials Frequently Asked Questions User Guide (coming soon) Tip card Poster Taxpayer Assistance Center 1-888-745-3886 https://eddservices.edd.ca.gov/index.html

Questions? Questions?

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