California Wage and Withholding Report

The California Wage and Withholding Report allows you to print the special taxes report from within Payroll.

Filters

1. Complete the following filters as needed.

• • Quarter
  • Exclude Ministers?

Options

1. Complete the following options as needed. 

• • CA Identification number
  • Account Number

Your Employer Account Number should be formatted as 999-9999-9.

• • Sort By
    • Last Name, First Name
    • Social Security Number
  • Number of Employees Subject to Unemployment Insurance as of the 12th day of the
    • 1st Month
    • 2nd Month
    • 3rd Month - Of the selected quarter.
• Create CSV File? - If you need to file electronically. 
• Wage Plan Code - Select 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:
  • Sole Stockholders who claim an exemption under Section 637.1 of the California Unemployment Insurance Code (CUIC).
  • Third Party Sick Pay recipients who claim an exemption under Section 931.5 of the CUIC.
  • Employees 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
  • 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.

Report

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.

Updated February 27, 2025 20:40