For California SDI reporting, there are 2 options to print SDI on W2 Forms:
Annual W2 Wage reports can be submitted together with the 4th Quarter UI Wage reports in one file.
Record Codes required are: Code RE, RS and RT
Examples:
SEAN Series | Wage Plan Code | Wages to be Reported | Zero Out Following Fields |
---|---|---|---|
944 | A | SUI | PIT Wage and Withholding |
776 | J | SDI | PIT Wage and Withholding |
800 | P | PIT | SUI Wage |
Users should to set up IDGV for 'State Registration', 'SUI Registration', and/or 'SDI Registration', if applicable:
Form Code | HL$US-W2-20YY |
Federal Regist Number | Select the Federal Registration Number |
Period Type | Enter 'Year' for W2 reporting |
Period End Date | Enter the Year Ending Date |
As of Date | This date is used to retrieve employee information such as Name and address etc |
When running RPYEU for Annual W2 reporting, RPYEU should be run for all States so the W2 forms can be printed for employees for all States.
Annual Form Code | HL$US-W2-20YY |
Quarterly Form Code | Leave Blank |
Govt Interface Format | HL$US-DE9C-20YY |
Federal Regist Number | Select the Federal Registration Number |
Period Type | Enter 'Quarter' for UI reporting, and 'Year' for W2 reporting |
Period End Date | Enter the Quarter Ending Date or the Year Ending Date |
As of Date | Defines the start date of the reporting period. |
Combine Employment Type | Must be Checked because the Employer record is not reported by 'Employment Type' |
Media Format | Must be 'State File Format' for California Quarterly XML File |
Select State | Must be 'California, USA' |
RPYEU will generate the California State Quarterly XML File Format according to the State Specifications.
The following logic is used to retrieve each Month's Employment information:
The following record types are mandatory when reporting quarterly DE 9C wage and withholding information to California:
Code A, B and F Records are not required for California reporting. Their presence on the California file is optional.
Column | Description | Source |
---|---|---|
1 | Record Identifier | Constant "E" |
2-23 | Not applicable for California Reporting | Fill with blanks. |
24-73 | Employer Name | Enter the employer's exactly as the employer is registered with EDD. Left justify and fill with blanks. Derived from the 'W2-ER-NAME' IDFDV Field Identifier (seq 2010) |
74-113 | Employer Street Addres | Enter the employer's street address, including, Suite, PO Box number, etc.) Left justify and fill with blanks. Derived from the 'W2-ER-LOCN-ADDR' IDFDV Field Identifier (seq 2020). |
114-138 | Employer City | Enter the employer's city. Left justify and fill with blanks. Derived from the 'W2-ER-CITY' IDFDV Field Identifier (seq 2040). |
139-140 | Employer State | Enter the FIPS postal abbreviation. For a foreign address, enter the two character country code. Derived from the 'W2-ER-STATE' IDFDV Field Identifier (seq 2050). |
141-148 | Not applicable for California Reporting | Fill with blanks. |
149-153 | ZIP Code Extension | Enter the employer's four-digit extension of the ZIP code. Hyphen must be in position 149. If not applicable, fill with blanks. Derived from the 'W2-ER-ZIP-EXT' IDFDV Field Identifier (seq 2070). |
154-158 | Zip Code | Enter the employer's ZIP Code. For a foreign address, fill with blanks. Derived from the 'W2-ER-ZIP' IDFDV Field Identifier (seq 2060). |
159-275 | Not applicable for California Reporting | Fill with blanks. |
Column | Description | Source |
---|---|---|
1 | Record Identifier | Constant "S" |
2-10 | Social Security Number | Enter the employee's SSN. Omit hyphens. If no SSN is available, enter zeros. Derived from the ‘W2-EE-SSN’ IDFDV Field Identifier. |
11-30 | Employee Last Name | Enter the employee's last name. Left justify and fill with blanks. Derived from the ‘W2-EE-LAST-NAME’ IDFDV Field Identifier. |
31-42 | Employee First Name | Enter the employee's first name. Left justify and fill with blanks. Derived from the ‘W2-EE-FIRST-NAME’ IDFDV Field Identifier. |
43 | Employee Middle Initial | If applicable, enter the employee's middle initial. Left justify and fill with blanks. If no middle initial, fill with blanks. Derived from the ‘W2-EE-MIDDLE’ IDFDV Field Identifier. |
44-45 | State Code | Constant "06" for California. |
46-63 | Not applicable for California Reporting | Fill with blanks. |
64-77 | State Quarterly Unemployment Insurance (UI)/Disability Insurance (SDI) Total Wages | Numeric characters only. Enter the amount of employee's quarterly wages paid during the period that are subject to UI/SDI taxes. Taxable limitations do not apply. Include dollars and cents. Omit commas and decimals. Right justify and zero fill. Negative amounts are not acceptable. |
78-146 | Not applicable for California Reporting | Fill with blanks. |
147-154 | State Employer Account Number | Enter the State's Employer Account Number assigned by EDD. Numeric characters only Omit hyphens |
155-157 | Branch Code | If registered with the Department as a branch coded employer, enter the applicable branch code for each employee. If not a branch coded employer, zero fill. Do not leave blank. |
158-176 | Not applicable for California Reporting | Fill with blanks. |
177-190 | Quarterly Personal Income Tax (PIT) Wages (State Taxable Wages) | Numeric characters only. Enter the amount of employee's quarterly PIT wages paid during the period that are subject to California PIT even if they are not subject to PIT withholding. Include dollars and cents. Omit commas and decimals. Right justify and zero fill. Negative amounts are not acceptable. Derived from the ‘W2-ST-WAGE-HOME’ and ‘W2-ST-WAGE-WORK’ IDFDV Field Identifiers. |
191-204 | Quarterly Personal Income Tax Withheld (State Income Tax Withheld) | Numeric characters only. Enter the amount of employee's quarterly PIT withheld. Include dollars and cents. Omit commas and decimals. Right justify and zero fill. Negative amounts are not acceptable. Derived from the ‘W2-ST-TAX-HOME’ and ‘W2-ST-TAX-WORK’ IDFDV Field Identifiers. |
205-210 | Not applicable for California Reporting | Fill with blanks. |
211 | Wage Plan Code | Alpha characters only. Enter appropriate Wage Plan Code. Do not leave blank |
212-214 | Not applicable for California Reporting | Fill with blanks. |
215-220 | Reporting Period | Numeric characters only. Enter the last month and the four digit year of the calendar quarter. |
221-275 | Not applicable for California Reporting | Fill with blanks. |
Column | Description | Source |
---|---|---|
1 | Record Identifier | Constant "T" |
2-8 | Number of Employees | Numeric characters only. Enter the total number of Code S records from proceeding Code E record. Right justify and zero fill. |
9-26 | Not applicable for California Reporting | Fill with blanks. |
27-40 | State Quarterly Unemployment Insurance/Disability Insurance Total Wages by Employer | Numeric characters only. Enter the total of the amounts in positions 64-77 of Code S records from the preceding Code E record. Include dollars and cents. Omit commas and decimals. Right justify and zero fill. Negative amounts are not acceptable. |
41-198 | Not applicable for California Reporting | Fill with blanks. |
199-212 | Quarterly Personal Income Tax Wages by Employer (State Taxable Wages) | Numeric characters only. Enter the total of the amounts in positions 177-190 of Code S records from the preceding Code E record. Include dollars and cents. Omit commas and decimals. Right justify and zero fill. Negative amounts are not acceptable. |
213-226 | Quarterly Personal Income Tax Withheld by Employer (State Income Tax Withheld) | Numeric characters only. Enter the total of the amounts in positions 191-204 of Code S records from the preceding Code E record. Include dollars and cents. Omit commas and decimals. Right justify and zero fill. Negative amounts are not acceptable. |
227-233 | Month 1 Employment for Employer | Enter the total amount of employees, full time and part time, who worked during or receiving pay subject to the UI wages for the payroll period that includes the 12th day of the first month of the reporting period. Right justify and zero fill. |
234-240 | Month 2 Employment for Employer | Enter the total amount of employees, full time and part time, who worked during or receiving pay subject to the UI wages for the payroll period that includes the 12th day of the second month of the reporting period. Right justify and zero fill. |
241-247 | Month 3 Employment for Employer | Enter the total amount of employees, full time and part time, who worked during or receiving pay subject to the UI wages for the payroll period that includes the 12th day of the third month of the reporting period. Right justify and zero fill. |
248-275 | Not applicable for California Reporting | Fill with blanks. |
XML tag | Description | Source |
---|---|---|
Return Data | Parent Tag | |
Content_Location | Location | Constant Value |
Return Header State | Parent Tag | |
Electronic Postmark | Post Mark | Not Used by EDD |
Tax Period Begin Date | First Date of tax period | Not Used for DE6 filing |
Tax Period End Date | Last Date of tax period | Not Used for DE6 filing |
Preparer Firm | Parent Tag | |
Address | Employer Address | Derived from IDFDV Field Identifier sequence #8050, optional |
City | Employer City | Derived from IDFDV Field Identifier sequence #8070, optional. |
State Or Province | Employer state | Derived from IDFDV Field Identifier sequence #8080, optional. |
Zip Code | Employer ZIP Code | Derived from IDFDV Field Identifier sequence #8090, optional. |
Phone Number | Employer Phone | Constant Value, optional. |
TIN | Parent Tag | |
Type TIN | Preparer firm FEIN or SSN | Derived from IDFDV Field Identifier sequence #8110, optional. |
TIN Type Value | Preparer firm FEIN or SSN | Derived from IDIF variable 'Calendar Period', mandatory. |
TIN | End Tag | |
Preparer Firm | End Tag | |
Return Quarter | Filing Quarter | Derived from IDIF variable 'Calendar Period', mandatory. |
Tax Year | Filing Year | Derived from IDIF variable 'Calendar Period', mandatory. |
Software ID | Optional | Constant Value. |
Return Type | Type of Return being submitted | Constant Value, mandatory. |
Form | Tax Form ID | Constant Value, optional. |
Filing Action | Parent Tag | |
Action | Original or Spplemental return designator | Constant Value, mandatory. |
Reason | Optional | Constant Value. |
/Filing Action | End Tag | |
TIN | Parent Tag | |
Type TIN | Enumeration values can be FEIN or SSN | Constant Value, optional. |
TIN Type Value | Business FEIN or SSN number | Derived from IDFDV Field Identifier sequence #2000, optional. |
TIN | End Tag | |
Other TIN | Parent Tag | |
Other Type TIN | Enumeration values can be Other, Parent TIN, or Previous TIN | Constant Value, optional. |
Other TIN Type Value | Other preparer firm FEIN or SSN | Constant Value, optional. |
Other TIN | End Tag | |
State EIN | Parent Tag | |
Type State EIN | Enumeration for State EIN Type | Constant Value, mandatory. |
State EIN Value | Employer Account Number | Derived from IDIF variable 'SUI Regist Number, mandatory. |
State EIN Extension | Branch Code | Constant Value, optional. |
State EIN | End Tag | |
State Code | Enumeration for state receiving return | Constant Value, must be 'CA', mandatory. |
Business Address | Parent Tag | |
Business Name | Business Name | Derived from IDFDV Field Identifier sequence #2010, mandatory. |
Address Line | Business Address | Derived from IDFDV Field Identifier sequence #2030 |
City | Business City | Derived from IDFDV Field Identifier sequence #2040. |
State Or Province | Business State | Derived from IDFDV Field Identifier sequence #2050. |
Zip Code | Business ZIP Code | Derived from IDFDV Field Identifier sequence #2060. |
Phone Number | Business Phone | Constant Value, optional. |
TIN | Parent Tag | |
Type TIN | Enumeration values can be FEIN or SSN | Constant Value, optional. |
TIN Type Value | Business FEIN or SSN | Constant Value, optional. |
TIN | End Tag | |
Business Address | End Tag | |
Address Change Elect | Change of Address Indicator | Constant Value, optional. |
Contact | Parent Tag | |
Contact Name | Parent Tag | |
First Name | First Name | Derived from IDFDV Field Identifier sequence #1250, optional. |
Middle Name | Middle Name | Constant Value, optional. |
Last Name | Last Name | Derived from IDFDV Field Identifier sequence #1250, optional. |
Street Address | Address | Constant Value, optional. |
City | Business City | Constant Value, optional. |
State Or Province | Constant Value, optional. | |
Zip Code | Business ZIP Code | Constant Value, optional. |
Phone Number | Business Phone | Derived from IDFDV Field Identifier sequence #1260, optional. |
Contact Name | End Tag | |
Phone | Business Phone | Constant Value, optional. |
Fax | Business Phone | Constant Value, optional. |
Email Address | Business Phone | Derived from IDFDV Field Identifier sequence #1280, optional. |
Contact | End Tag | |
Tax Type | Enumeration value is Employment | Constant Value, optional. |
Tax Type Code | 5 digit FTA code | Constant Value, optional. |
Payment Included Elect | Optional | Constant Value, not used for DE6 reporting. |
Ack Address | Optional | Constant Value, not used for DE6 reporting. |
Return Header State | End Tag | |
State Return | Parent Tag | |
State Combined | Parent Tag | |
Final Return Elect | Out of Business Indicator | Constant value, optional. |
Date Final Wages Paid | Out of Business Date | Constant value, optional. |
Number Of Employees | Wage Items being reported | Derived from IDIF variable 'SUI Total EE Count', mandatory. |
No Payroll Elect | No Payroll Indicator | Constant value, optional. |
WH Total Wages | Grand Total subject wages | Derived from IDIF variable 'SUI Tot Grs Wages', mandatory. |
Total Income Tax Withheld | Grand Total PIT Withheld> | Derived from IDIF variable 'SUI Tot State Tx', mandatory. |
WH Taxabe Wages | Grand Total PIT Wages | Derived from IDIF variable 'SUI Tot Txble Wg', mandatory. |
Payroll | Parent Tag | |
Employee | Parent Tag | |
SSN | Employee Social Security Number | Derived from IDFDV Field Identifier sequence #2500 |
First Name | Employee First Name | Derived from IDFDV Field Identifier sequence #2510 |
Middle Name | Employee Middle Name | Derived from IDFDV Field Identifier sequence #2520 |
Last Name | Employee Last Name | Derived from IDFDV Field Identifier sequence #2530 |
Employee | Parent Tag | |
Street Address | Address | Optional |
City | City | Optional |
State Or Province | State | Optional |
Zip Code | Zip Code | Optional |
Phone Nuamber | Phone Number | Optional |
Employee | End Tag | |
Total Wages | Subject Wages | Derived from IDIF variable 'SUI Gross Wages', mandatory. |
Taxable Wages | PIT Wages | Derived from IDIF variable 'SUI Taxable Wages', mandatory. |
Tax Withheld | PIT Withheld | Derived from IDIF variable 'State Taxes', mandatory. |
Wage Plan | Wage Plan Code | Derived from IDIF variable 'CA Wage Plan Code', mandatory. |
Employee | End Tag | |
Payroll | End Tag | |
Month1 Employees | Month 1 Employees | Derived from IDIF variable 'SUI Tot Mth1', mandatory. |
Month2 Employees | Month 2 Employees | Derived from IDIF variable 'SUI Tot Mth2', mandatory. |
Month3 Employees | Month 3 Employees | Derived from IDIF variable 'SUI Tot Mth3', mandatory. |
State Combined | End Tag | |
State Return | End Tag | |
Return Data | End Tag |
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