To initiate the Internet version of Form BA-9, select the Forms tab and then click on BA-9 on the drop down menu (see Figure 1).
Next, select one of the following options (see Figure 2):
- Manually Enter an Individual BA-9 Report
- Upload a completed BA-9 Report File
To manually enter a report, first provide the applicable tax year and the employee’s identifying information (social security number, last name, first name, and middle initial); see Figure 3.
Information is then prefilled onto the BA-9 screen (see Figure 4). Detailed instructions for completing the rest of the BA-9 are accessed by clicking on the Instructions link provided at the top of the BA-9 screen (see Figure 4).
To upload a report, the file must be formatted according to the BA-9 electronic file format. See Appendix I of the Rail Employer Reporting Instructions for the format.
A successful upload will result in a “Form BA-9 Grand Totals” screen comparable to Figure 5.
After clicking the “Update BA-9” button, you will be redirected to the Pending Items Screen (see Figure 6). .
After clicking the “Approve All” button and answering YES to the “Approve Record(s)” pop-up box, an on-screen confirmation message will be displayed from ERSNet (see Figure 7). The ERSNet system will redirect the user to the “Completed Items” screen (see Figure 8).
To verify the information was correctly submitted for a report, click the “Please Select a Batch” arrow and select the appropriate batch from the drop down menu. Then select either “Print Summary” or “Print Detail” Report of the BA-9.