CA disability missing from W-2 Box 20

Verify CASDI usage

Sage Payroll uses the CASDI tax code for California Disability Insurance reporting.

• If you already use CASDI, the system requires no changes.
• If you used a different tax code such as SDICA, complete the steps below.

Print current tax values

1. Run the Tax Calculation Analysis report.
2. Select the SDICA tax code.
3. Run the report by date range and quarter.

Create CASDI tax code

1. Select Setup, Payroll, Local/Other Tax Codes.
2. Create a new tax code named CASDI.
3. Match all setup values to the existing SDICA tax code.

Assign CASDI to employees

1. Select Payroll, Assign Taxes to Employees.
2. Add the CASDI tax to all affected employees.

Transfer balances using Transaction History

1. Select Payroll, Tasks, Transaction History.
2. For each employee:
   • Enter a negative amount under SDICA.
   • Enter a corresponding positive amount under CASDI.

Verify transferred amounts

1. Run the Tax Calculation Analysis report again.
2. Include both SDICA and CASDI.
3. Confirm the amounts moved from SDICA to CASDI.

Validate government reports

1. Run the Aatrix CA DE‑9/DE‑9C report.
2. Confirm ceiling wages and tax amounts display correctly.

Remove old tax code

After confirming accuracy:

• Remove the SDICA tax code from all employees.
• Remove it from the Earnings or Deduction setup if no longer needed.