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The DE 9 reconciles reported wages and paid taxes for each quarter. If a DE 9 shows an overpayment, the EDD will send a refund automatically. If a tax payment is due, charters should submit it separately with a Payroll Tax Deposit (DE 88/DE 88ALL). Payroll Tax Deposit (DE 88/DE 88ALL) is used to report and pay Unemployment Insurance (UI), Employment Training Tax (ETT), State Disability Insurance (SDI) withholding, and California Personal Income Tax (PIT) withholding to the EDD.
Topic: Accounting
Resources & Links:
Applies to: All employers
Actions to be taken: Submit report for 2nd Quarter of 2024 (April, May, June) Delinquent if not filed by July 31,2024
The DE 9 reconciles reported wages and paid taxes for each quarter. If a DE 9 shows an overpayment, the EDD will send a refund automatically. If a tax payment is due, charters should submit it separately with a Payroll Tax Deposit (DE 88/DE 88ALL). Payroll Tax Deposit (DE 88/DE 88ALL) is used to report and pay Unemployment Insurance (UI), Employment Training Tax (ETT), State Disability Insurance (SDI) withholding, and California Personal Income Tax (PIT) withholding to the EDD.
Topic: Accounting
Resources & Links:
Applies to: All employers
Charter School Board Action Required? No
Actions to be taken: Submit report for 3rd Quarter of 2024 (July, August, September) Delinquent if not filed by October 31, 2024
Payroll Tax Deposit (DE 88/DE 88ALL) is used to report and pay Unemployment Insurance (UI), Employment Training Tax (ETT), State Disability Insurance (SDI) withholding, and California Personal Income Tax (PIT) withholding to the EDD.
Topic: Accounting
Resources & Links:
Applies to: All employers
Charter School Board Action Required? No
Actions to be taken: Submit report for September.
Form 941 is used to report income taxes, social security tax, and Medicare tax withheld from employees' paychecks (for the fourth quarter of the previous calendar year).
Topic: Accounting
Resources & Links:
Applies to: All employers
Actions to be taken: File Form 941, employer's quarterly Federal Tax Return, either electronically or with IRS. Reporting period includes: July, August, September.
Payroll Tax Deposit (DE 88/DE 88ALL) is used to report and pay Unemployment Insurance (UI), Employment Training Tax (ETT), State Disability Insurance (SDI) withholding, and California Personal Income Tax (PIT) withholding to the EDD.
Topic: Accounting
Resources & Links:
Applies to: All employers
Actions to be taken: Submit report for October.
Payroll Tax Deposit (DE 88/DE 88ALL) is used to report and pay Unemployment Insurance (UI), Employment Training Tax (ETT), State Disability Insurance (SDI) withholding, and California Personal Income Tax (PIT) withholding to the EDD.
Topic: Accounting
Resources & Links:
Applies to: All employers
Actions to be taken: Submit report for November.
The DE 9 reconciles reported wages and paid taxes for each quarter. If a DE 9 shows an overpayment, the EDD will send a refund automatically. If a tax payment is due, charters should submit it separately with a Payroll Tax Deposit (DE 88/DE 88ALL). Payroll Tax Deposit (DE 88/DE 88ALL) is used to report and pay Unemployment Insurance (UI), Employment Training Tax (ETT), State Disability Insurance (SDI) withholding, and California Personal Income Tax (PIT) withholding to the EDD.
Topic: Accounting
Resources & Links:
Applies to: All employers
Actions to be taken: Submit report for 4th Quarter of 2024 (October, November, December) Delinquent if not filed by January 31, 2025
Form 941 is used to report income taxes, social security tax, and Medicare tax withheld from employees' paychecks (for the fourth quarter of the previous calendar year).
Topic: Accounting
Resources & Links:
Applies to: All employers
Actions to be taken: File Form 941, employer's quarterly Federal Tax Return, either electronically or with IRS. Reporting period includes: October, November, December
At the end of the year, employers must file a Form W-2, a Wage and Tax Statement, to report wages, tips, and other compensation paid to an employee with the Social Security Administration (SSA) and furnish a copy timely to the employee so that they can properly file their income tax returns. Everyone who is engaged in a trade or business that makes certain types of reportable payments must report the payment to the IRS. Form 1099-NEC is used for reporting payments for non-employee compensation of $600 or more to a payee. Form 1099-MISC or another type of information return is used for reporting payments other than non-employee compensation.
Topic: Accounting
Resources & Links:
Applies to: All employers
Actions to be taken: File the required forms by the required due date. If the due date for filing a return falls on a Saturday, Sunday, or legal holiday, then file the return on the next business day.
Claim form BOE-268-A, Exemption for Property Used Exclusively by a Public School, is available from the county assessor (or schools can use claim BOE-263, Lessor's Exemption Claim, if the property is leased).
Topic: Accounting
Resources & Links:
Applies to: All employers
Actions to be taken: Submit claim for by deadline.
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