COVID-19 California Tax Deferrals Report

This article details a new California Tax Deferrals report which will help you track the new due dates of any deferred CA taxes, so you will know when the rolling 60-day extension period for these deferrals is set to end.

Overview

Congress recently passed the Coronavirus Aid, Relief, and Economic Security (CARES) Act in an effort to provide immediate financial relief to businesses and individuals. In response, the State of California has allowed the deferrals of California State Income Tax (CA-SIT) and State Disability Insurance (CA-SDI) taxes for 60 days from the original due date.

Namely has created a new report which tracks these deferrals if you have employees in California. This report will allow you to see the new due date for your respective taxes, eliminating the need to manually track the due dates.

 

Instructions for Running the Report

In Namely Payroll, go to Reports > Date Range, and select the appropriate date range. Then, download the COVID-19 - California Tax Deferrals report, which is available under Microsoft Excel Reports and CSV Reports.

Refer to the Remittance Tracking and Process section for instructions and details regarding the following reports to help you proactively prepare for deferred tax deadlines:

• PDF Payroll Register Report

• COVID-19 - Tax Deferrals Report

• COVID-19 - California Tax Deferrals Report