CA Form DE 9C - e-Services Import a CSV File

Greg Hatfield Updated by Greg Hatfield

Using the EDD e-Services Website - CFS currently provides two methods to create files that can be uploaded to the EDD e-Services website to electronically file Form DE 9C. The method described here is the creation of a comma delimited file (CSV) with the wage report data for one employer that can be imported into the EDD website. The method allows the user to save the Username and Password for easy automatic login to the website.

Consult EDD Publication 8300, Electronic Filing Guide for Quarterly Wage and Withholding Program, for further information.

To use the e-Services Import a CSV File method follow these steps:

Note: This method files each employer's DE 9C return separately. The user must still file the tax report, Form DE 9, and make any payment due with Form DE 88, online manually.

1. Complete and save Form DE 9C in the CFS Payroll System program.

2. From the Online Filing Support menu in the form, select "Store e-Services Login Info" for either the preparer or the employer. If you enter the preparer login information, then it will be used for all employers. If you enter the employer login information, then it will be used for only this employer. Enter the Username and Password you use to log in to the EDD e-Services website. The second delay value will default to 5 seconds. If the website loads slowly then you may need to increase the delay value. This information only needs to be entered once.

3. From the Online Filing Support menu in the form, select "Create a CSV Import File for e-Services". The file contains the SSN, name, and wage information for all of the employees listed on the form. The file name will be displayed and copied to the windows clipboard so it can be easily pasted into the file browse dialog when importing the file later.

4. From the Online Filing Support menu in the form, select "Log-in to e-Services" for either the preparer or employer, as appropriate. The program will launch your default internet browser, load the EDD e-Services website, and, after a delay, send the Username and Password to the website to automatically log you in. Do not click the mouse or touch the keyboard before the login is complete. If the website loads slowly then you can increase the seconds delay set in Step 2. If the automatic login still fails, then manually enter the login information instead.

5. Once logged in, click the employer account for whom you will be filing the return. Click the link next to the desired filing period. Click the "File or Adjust a Return" link. Click "File Now" next to "Wage Report".

6. In Step 1, click "I have payroll to report". In Step 2, click the "Import file" link. The Select a file to import dialog will appear. Click "Browse" to open the "File Upload" dialog. Press CTRL+V to paste the name of the CSV file that was saved to the windows clipboard into the file name field and click the "Open" button. If the file name does not paste into the dialog. Repeat Step 3, then click the "Import file" link and try to paste the file name again.

7. Complete the form by filling in the number of employees that worked each month and checking the No Payroll or Out of Business check boxes, if applicable.

8. View the imported wage information by clicking the "Edit Wages" link. Review and correct any information. Note that the Wage Plan column may require manual completion if employees are not on the state DI plan (code S). Click "OK" when finished.

9. Verify the wage total information. Click "Submit" when finished, or click "Finish Later".

10. This process files the wage report, Form DE 9C. The user must still file the tax report, Form DE 9, and make any payment due with Form DE 88, online manually.

The Online UI Filing Support module may also be used to create the CSV file. This module supports many state UI file upload formats including California.

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