CA disability missing from W2 Box 20

To report California Disability Insurance with Aatrix, use the CASDI tax code. If you used a different code, switch to CASDI after installing the update. No action is needed if you're already using CASDI.

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 (CASDI) in Setup > Payroll > Local/Other Tax Codes using the same setup as your original tax (for example, SDICA).
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 SDICA and CASDI taxes. Enter a negative amount to remove wages and a positive amount to add them. For example, YTD earnings: $32,850.00; withholding: $233.51.
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.