1. 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

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

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

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

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

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

7. 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

8. 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

9. 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

10. Marketing and Outreach

11. 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

12. Questions?

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

15. SIDES Overview Video

16. 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.

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

18. 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.

19. SIDES E-Response

20. SIDES E-Response

21. SIDES E-Response

22. SIDES E-Response

23. 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.

24. Marketing and Outreach

25. Marketing and Outreach
Webinars and Trade Shows
Educational Tools
Live Customer Support
Dedicated SIDES web pages and FAQs at

26. Resources EDD: www.edd.ca.gov/SIDES National UI SIDES website (NASWA):
info.uisides.org
SIDES Technical Support Center:

27. Questions?

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

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

30. 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

31. 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!

32. 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

33. Enrollment

34. Enrollment

35. Create Username and Password

36. Enrollment Security Questions

37. Enrollment Summary

38. Enrollment Verification

39. Log In

40. Main Screen

41. Getting Started

42. Enrollment Type

43. Account Information
xxx-xxxx-x

44. Security Questions

45. Enrollment Summary

46. Confirmation
x-xxx-xxx-xxx
x-xxx-xxx-xxx

47. 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

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

49. Filing a Tax Return

50. Filing a Tax Return
xxx-xxxx-x

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

52. Filing a Wage Report

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

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

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

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

57. Making a Payment

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

59. Attaching a Return File

60. Resources Tutorials Frequently Asked Questions
User Guide (coming soon)
Tip card
Poster
Taxpayer Assistance Center

61. Questions?
Questions?

62. Please remember to complete your evaluation of this session
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