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Transfer Vendor Payment Data to CA Form 592-B

Nina Tchistiakova Updated by Nina Tchistiakova

The Create CA Form 592-B screen allows the user to transfer payment data to CA Form 592-B and is only available to licensed users of both the 941/940 After-the-Fact or Live Payroll and the W-2/1099 Information Returns. This option is accessed from the Utilities menu on the Client List screen. Select the payees from the list by clicking on the payee name. Only vendor payees marked as a 1099 payee are listed. To select a group of payees that are next to each other, select the first; then, while holding down the SHIFT key, select the last payee. To select multiple payees that are not next to each other, hold the CTRL key down while selecting. When finished selecting the payees click the CREATE 592-B button. If an ID number of a payee matches an ID number of an existing Form 592-B recipient then that 592-B recipient will be replaced only if the control number also matches.

Form 592-B is completed using the California income and withholding data entered for the selected payee. The payment grid saves the data for the state marked on the Payee Info screen. If the payee has income in states other than California, only the California income is transferred to Form 592-B. The forms will not be complete after the transfer. Parts III and IV must be reviewed and completed. The user is responsible for checking the correct boxes in Part III and assigning any backup withholding in Part IV.

See Form 592-B.

See Print CA Form 592-B.

See Form 592.

How did we do?

Transfer Payroll Data to W-2

Transfer W-2 data to W-2c from current or prior years

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