CA disability missing from W2 Box 20

For California Disability Insurance Tax amounts to report with Sage Payroll Tax Forms and eFiling by Aatrix, you must use the tax code CASDI in the tax setup. If you have been using any other tax code to capture the California Disability Insurance, you’ll have to make adjustments and begin using the new code after installing this update. If you have been using CASDI for your tax code to capture the California Disability Insurance tax, no further action is necessary.

IMPORTANT: You’ll have to make this adjustment for each quarter in which you used a tax code other than CASDI. By processing adjustments, you’re ensuring that Sage Payroll Tax Forms and eFiling by Aatrix properly populates the ceiling wages on the CA DE-9/DE-9C Report and annual W-2s.

Use Transaction History to adjust the tax code (only if you have been using a tax code other than CASDI for this tax) as follows:

1. Print the Tax Calculation Analysis report (from Reports > Payroll > Transaction Reports) for the custom tax code previously used to calculate California Disability Insurance (for example, you may have used tax code SDICA). Print the report by Date Range and by individual quarter for which the adjustment is required.
2. Create a new custom tax in Setup > Payroll > Local/Other Tax Codes, use the code CASDI, and use the same setup as your original custom tax (SDICA in this example).
3. Add the new CASDI tax to all applicable employees. You can use the Payroll > Assign Taxes to Employees task to speed up the process.
4. Create a transaction history entry (Payroll > Tasks > Transaction History) for each employee with both the SDICA and CASDI taxes. In the example shown below, the cumulative Year to Date earnings from the Tax Calculation Analysis report is $32,850.00 and the withholding amount is $233.51. When processing an adjustment using Transaction History, you must enter a negative amount in the tax for which wages and amounts should be removed and a positive amount in the tax for which wages and amounts should be added.
5. Print the Tax Calculation Analysis report again for both the old tax code (SDICA) and the new CASDI tax code. If the transaction history entry was correctly completed, the amounts from the old tax code should be transferred to CASDI.
6. Print the Sage Payroll Tax Forms and eFiling by Aatrix CA DE-9/DE-9C Report from Reports > Payroll > Government Reports > State Tax Filing and confirm the changes are applied.
7. Delete the old tax code (SDICA) from each employee or from the Earning or Deduction setup.