Drake Tax - CA - Attaching Withholding Forms

The CA W2-CG is only a summary for W-2's. No other withholding flows to the W2-CG through Drake Software.

If a client e-files the CA return, withholding forms do not need to be mailed.

Some points to consider:

• If paper-filing and W-2's exist, either let the software produce a CA W2-CG or paperclip them to the back of page two of the CA main form and mail the return.

• If no W-2's exist but other withholding forms are included with the return (1099's, 593's, etc.) the withholding will not flow to the CA W2-CG thus eliminating an issue with e-filing. If paper-filing a return with these withholdings, print a blank CA W2-CG and attach the withholding forms to it or paperclip them to the back of page two of the CA Main form before mailing the return.

• The CA W2-CG is not a required form.

• Nothing should be attached to page one of the main form. Attachments to page two of the form should be paperclipped and not stapled.