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California state law requires employers of California workers to participate in CalSavers if they do not sponsor a retirement plan and have one or more eligible employee. Each activity must be completed by specific deadlines. Click here for more information regarding CalSavers. Employers are required to create an account for each employee. A Social Security Number, First Name, Last Name, Birth Date, Address, City, State, Zip, and Phone Number are required for each employee. Accounts may be set up manually, or this information may be uploaded to the Secure Choice website. We have provided you with the ability to create an export file to simplify this process. Note: If any of the required information is missing, an error message will open notifying you that data is missing from one or more employees. You can enter the missing information in the grid and click Create File, or go back to Company Contacts to enter the missing information so it will be saved on the employee record.
Other State Files>Cal Savers Payroll Census Template
To Create an Employee File to Upload to Cal Savers
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