How to setup CA State Disability Insurance (SDI) in Munis

I need to report SDI on the DE9C Report.  How should that be setup in Munis?

• Payroll
• California
• CA DE9C Report

SDI needs to be setup in Munis as a Deduction code in the Deduction Master.  The Limit Type on the SDI deduction needs to be Z - Calendar Year Gross and the SDI Taxable Wage Limit amount should be entered in the Empe Limit field.  This value will need to be updated when the limit amount changes. 

When the DE9C Report is processed, a Shared Report Definition should be created for SDI specifically, with Generate Option set to Use Deductions and the Munis Deduction code defined in the Subject Wage Deduction Range fields. 

Reference Deduction and Benefit Master for additional assistance creating the deduction code. 

Reference DE9C Reporting for additional assistance with the DE9C program. 

NOTE: 

There are two Deduction Limit Types for Calendar Year.

Limit Type Y will stop withholding at a defined withholding limit, but will continue recording the gross.

Limit Type Z will stop withholding at a defined wage (earnings) limit, but will NOT continue recording the gross.  CA EDD on wants SDI wages that are taxable so it's imperative for the Limit Type to be Z.