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CA 592-B Reporting & Filing with the CA FTB

The CA 592-B Yearly Recipient Statement and the 592 Quarterly Filings are easy, just follow the below steps!

To Create a 592-B Year End Recipient Statements (Provide to Recipient):

  1. Sign-up for a FREE account or log into your existing account.
  2. Import your 592-B data from Excel or key-in the data manually.
    1. Importing from Excel:
      1. Go to our Sample Import Files and select the "2018_592-B_YE.xls" file.
      2. If your import file’s column headers don’t match ours, please see our Excel Video Walkthrough of how to copy our column headers to your file.
  3. Add the CA 592-B forms to your cart and generate summary and/or totals reports.
    1. See How to Create Reports for more information on generationg summary and/or totals reports.
  4. Select between the “Print & Mail” or “Print/PDF” levels of service and place your order.
    1. Print & Mail - eFileMyForms prints & mails the recipient copies on your behalf. PDF copies are also available for download.
    2. Print/PDF – PDF copies are made available for download and mailing on your own.
  5. After placing your order you can utilize any of the below services for no additional cost.
    1. Download PDF Copies - How to Print a Form (PDF).
    2. Email PDF Copies - How to Email a Form (PDF).
    3. Generate Reports - How to Create Reports.


To Create CA 592 Quarterly Files (eFile to FTB):

  1. Sign-up for a FREE account or log into your existing account.
  2. Import your 592 quarterly data from Excel or key-in the data manually.
    1. Importing from Excel:
      1. Go to our Sample Import Files and select the "2018_592-B.xls" file.
      2. If your import file’s column headers don’t match ours, please see our Excel Video Walkthrough of how to copy our column headers to your file.
  3. Add the CA 592 forms to your cart and generate summary and/or totals reports.
    1. See How to Create Reports for more information on generationg summary and/or totals reports.
  4. Place your order and download your CA 592 .csv files for submission to the CA FTB.
    1. Click on Order History and download the zip file(s) containing the .csv file(s).
    2. The .csv files are what you can upload to the CA FTB under your account.
    3. The number of files are determined by the number of Filers you file for in a given order (one file per Filer).
    4. Note if you withheld be sure to mail your payment(s) in with form 592-
  5. After placing your order you can utilize any of the below services for no additional cost.
    1. Download PDF Copies - How to Print a Form (PDF).
    2. Email PDF Copies - How to Email a Form (PDF).
    3. Generate Reports - How to Create Reports.
NOTE - CA Quarters are: 1/31 - 3/31, 4/1 - 5/31, 6/1 - 8/31, 9/1 - 12/31.


About California (CA) 592 Reporting:

California requires 7% withholding and quarterly reporting by any individual or entity making payments of more than $1,500 of California Source Income to the person, corporation, partnership, fiduciary, partner, beneficiary, shareholder, member or vendor who is a non-resident of California that do not have a permanent place of business in California.

Our online CA 592-B reporting service allows users to import, or manually enter, CA 592-B data, run business rules/validations to help ensure that the data meets CA reporting standards, browse & edit the CA 592-B forms directly, and run summary totals reports to balance against accounting totals. Once an order is placed, our service generates an XML file that is properly formatted to upload to California's Franchise Tax Board (FTB) site for electronic filing. PDF copies of CA 592-B forms can also be downloaded for your records.

Simply import, or key in, your CA 592-B data under the correct Filer (reporting entity) when ready!


What Information Needs to Be Reported?

  • Report & withhold on certain payments made to Non-Residents of California.
  • Payments made for personal services performed in California.
  • Payments made to nonresident entertainers and athletes for California performances.
  • Payments received for a covenant not to compete in California.
  • Payments releasing a contractual obligation to perform services in California.
  • Income from options received because of performing personal services in California.
  • Bonuses paid for services performed in California.
  • Rents and royalties from assets located in California.
  • Distributions of California source income.


California Form 592 Reporting, CA 592 Reporting, California Form 592-B Reporting, CA 592-B Reporting, CA 592 FTB






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