Overview
California employers face a range of reporting and payment deadlines throughout the year. Missing one can mean costly penalties. Use this checklist to track the major state and federal requirements so you can focus on running your business.
Monthly & Quarterly Deadlines
- January – Distribute W‑2 and 1099 forms to employees and contractors by January 31. Verify employee data for accurate reporting.
- February – File Form DE 9 & DE 9C for Q4 of the prior year with the Employment Development Department (EDD).
- April – Q1 payroll tax filings and payments are due. Reconcile all wage and withholding information.
- July – Q2 payroll tax filings and payments are due. Review any mid‑year changes in tax rates or exemptions.
- October – Q3 payroll tax filings and payments are due. Begin preparing for year‑end reporting.
- December – Verify employee addresses and Social Security numbers before issuing year‑end forms.
Key Tips
- Mark your calendar with all EDD and IRS due dates at the start of each year.
- Reconcile payroll accounts monthly so any discrepancies are caught early.
- Use the EDD e‑Services portal to file and pay electronically.
- Keep copies of all filings and payment confirmations for at least four years.
Payroll compliance can be complex, but staying organized with a clear schedule helps you avoid penalties and keep your employees happy. If you ever need assistance, the team at Blooming Financial is here to help.
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