California Wage and Withholding
The California Wage and Withholding Report allows you to print this special taxes report from within Payroll.
This Section Includes:
On the Filters tab select the Quarter you are running the report for and select if you want to Exclude Ministers.
On the Options tab enter your CA Identification number and Account Number.
Your Employer Account Number should be formatted as 999-9999-9.
Select to Sort By either Last Name, First Name or Social Security Number.
In the fields provided enter the Number of Employees Subject to Unemployment Insurance as of the 12th day of the 1st Month, 2nd Month, and 3rd Month of the selected quarter.
You can select to Create CSV File if you need to file electronically. Beginning with tax year 1995 employers were required to make their report of contributions and wages (Section 1088(a)(1) of the California Unemployment Insurance Code [CUIC]) by magnetic media if the employer were required to report W-2 data to the federal government by magnetic media. Currently the federal government requires employers with 250 or more W-2s for the year to file by magnetic media. The magnetic media filing threshold of 250 or more employees applies only to California employees.
Select the Wage Plan Code for your employees who are not exempt. The following codes are available:
•S: Employee is covered under the State Disability Insurance (SDI) plan and a State Tax-Rated or Reimbursable Unemployment Insurance (UI) plan.
Note: S can also be used for employees who are only subject to Personal Income Tax (PIT) and are being reported under an account that is subject to UI and SDI.
•U: Employee is covered under an EDD-approved Voluntary Plan for Disability Insurance (VPDI) and a State Tax-Rated or Reimbursable UI plan.
•J: Employee is covered under the SDI plan only (Employer's account is not covered by a State Tax-Rated or Reimbursable UI plan).
•L: Employee is covered under a Department approved VPDI plan only (Employer's account is not covered by a State Tax-Rated or Reimbursable UI plan).
•R: Employee is covered under a State Tax-Rated or Reimbursable UI plan, but is exempt from Disability Insurance. This applies to:
oSole Stockholders who claim an exemption under Section 637.1 of the California Unemployment Insurance Code (CUIC).
oThird Party Sick Pay recipients who claim an exemption under Section 931.5 of the CUIC.
oEmployees claiming a religious exemption under section 2902 of the CUIC. Note: The employee must file an exemption certificate for the Sole Stockholder and religious exemptions.
•A: Employee is only covered under a State Tax-Rated or Reimbursable UI plan (Employer's account is not covered by SDI or VPDI). This applies only to public entity employees.
•P: Employee's wages are subject to PIT withholding purposes only.
In the Employee Exemptions grid select the exemption type for the employees: None, Religious Exempt, Sole Stockholder, or Third Party Sick Pay.
NOTE: Choosing anything other than “None” in Employee Exemptions will change the Wage Plan Code to “R” for that employee. Also, choosing anything other than “None” in Employee Exemptions will cause the “Subject Wages” on California’s Employer Services Online web site (https://eddservices.edd.ca.gov/tap/secure/eservices) to show as 0.00.
Click the Run Report button to prompt you to download the PDF of your California Wage and Withholding report or the CSV file depending on your selection. When finished click the Close Report button to return to the main Payroll page.