9 - PeopleSoft Payroll Tax Update 10-Baupsp2.anderson.edu/uploads/docs/old/TAX10B900-notes.doc · Web viewOracle Corporation, 500 Oracle Parkway, Redwood City, CA 94065. The Programs

PEOPLESOFT PAYROLL FOR NORTH AMERICA

TAX UPDATE 10-BTAX UPDATE NOTES - RELEASE 9

PeopleSoft Payroll’s Tax Update 10-B includes updates to U.S. tax and garnishment tables, COBOL program and store statement changes, and re-delivered SQRs for U.S. payroll reporting. These tax update notes include:

Instructions for updating your system’s tables and a summary of the table changes

A list of COBOL program and store statement changes

A summary of the SQRs delivered with this tax update

An appendix of object changes delivered with this tax update

For Release 9, the tax update package also includes the following documentation files:

UPD804987_INSTALL.htm “PeopleSoft Application Update Installation Instructions” Resolution_804987.xls List of object changes delivered with Tax Update 10-BUPD804987_CODECHANGES.rtf PS Print Project Report for Release 9

You must follow the instructions in the UPDxxxxxx_INSTALL.htm document to apply the object changes listed in the Resolution_xxxxxx.xls spreadsheet before applying the COBOL and store statement changes, running the DataMover scripts, or using the SQRs delivered in this tax update. Before applying Tax Update 10-B, you must apply all previous tax updates.

Unless otherwise indicated by a specific posting date, Report IDs referenced in these tax update notes have not been posted to MyOracle Support.

P E O P L E SO F T PR O P R I E T A R Y A N D C O N F I D E N T I A L TAX10B900 - N O T E S .D O C - 1

P E O P L E SO F T PA Y R O L L T A X UP D A T E 10-B - R E L E A S E 9 M A R C H 29 , 2010

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M A R C H 29 , 2010 P E O P L E SO F T PA Y R O L L T A X UP D A T E 10-B – R E L E A S E 9

Updating Your Tables

Tax Update 10-B includes the following files for updating the tables in your PeopleSoft Payroll system.

File Contentsupd804987_01.datupd804987_01.dms

U.S. tax table updates

upd804987_02.dms Database stamp

(There is no .dat file associated with this .dms file.)

upd804987_03.datupd804987_03.dms

Garnishment table updates

Both U.S. and Canadian customers should apply the garnishment and database stamp updates.

The DataMover script (.dms) files identify the input data file (.dat) as well as the output log message file. The directory where DataMover looks for the input data file and the log file is specified in your Configuration Manager.

Any new-insert DataMover entries in these tax update scripts which have key values matching rows already in your database will not be applied. This condition could occur if you have already added any of the new table entries included in this tax update script on your own, such as a tax change, which was posted to MyOracle Support.

P E O P L E SO F T PR O P R I E T A R Y A N D C O N F I D E N T I A L TAX 10B900- N O T E S .D O C - 3


Special Notes – U.S.

Hiring Incentive to Restore Employment (HIRE) Act

The Hiring Incentives to Restore Employment (HIRE) Act which became law on March 18, 2010, includes a provision exempting employers from paying their 6.2 % share of Social Security taxes on wages paid after March 18, 2010, to qualified employees hired after February 3, 2010 and before January 1, 2011. Employers must still withhold the employee 6.2 % share of Social Security taxes from wages, and both the employer and employee shares of Medicare taxes continue to apply to the wages paid to these employees. As soon as the development and testing processes can be completed, product modifications to support this provision of the HIRE Act will be posted to MyOracle Support as Report ID 1968137000.

http://www.irs.gov/newsroom/article/0,,id=220326,00.html

Form W-2 and Form W-2c PDF Template Performance Improvements

The W-2 templates for 2009 for Employee Self-Service, Employee Print, Employer Copy, Employee Self-Mailer, and Government Copy are redelivered with this tax update. The templates were modified specifically to improve performance by reducing the template file sizes. (Report ID 1953508000 posted to My Oracle Support on January 25)

The W-2c templates for 2009 for Employee Self-Service and Employee Print are redelivered with this tax update. The templates were modified specifically to improve performance by reducing the template file sizes. (Report ID 1954438000)

Note: When the new W-2 and W-2c templates described above are applied with this tax update, employees will automatically experience the performance improvement when viewing forms online. There is no need to re-run either the Create W-2 PDF Forms or Create W-2c PDF Forms process in order to achieve the performance improvement.


http://www.irs.gov/newsroom/article/0,,id=220326,00.html


Florida and Hawaii 2010 State Unemployment Insurance Taxable Wage Limit Reductions

This tax update delivers reductions to the 2010 state unemployment insurance taxable wage limit amounts previously announced by Florida and Hawaii.

Legislation signed into law on March 2, 2010, rescinded the previously announced 2010 increase (to $8,500) in the Florida unemployment insurance taxable wage base, returning the limit to $7,000 for 2010.

http://flhouse.gov/Sections/Bills/billsdetail.aspx?BillId=43607&SessionId=64

Legislation signed into law on March 11, 2010, modified the previously announced 2010 increase in the Hawaii unemployment insurance taxable wage base, reducing the 2010 limit from $38,800 to $34,900.

http://hawaii.gov/labor/ui/ui-quick-facts/tax-rates-and-weekly-benefit-amt

In order for the payroll system's self-adjusting feature to work correctly, it is extremely important that the table entry changes for these state unemployment insurance taxable wage limit reductions be in place before the calculation of the final checks for employees in these states which will have check dates on or before 03/31/2010. For this reason, news of these tax rate changes was published earlier on MyOracle Support in Document ID 1071861.1, which also provided instructions on how to change the previously delivered State Tax Table entries dated 01/01/2010 for Florida and Hawaii with the new 2010 state unemployment taxable wage base amounts immediately, in advance of receiving the changes in this tax update.

If the changes to the 2010 state unemployment insurance taxable wage base amounts for Florida and Hawaii are not made before calculating the final checks which will have check dates on or before 03/31/2010, then manual adjustments to employee state unemployment taxable wage balance amounts for both the quarter ending 03/31/2010 and the quarter ending 06/30/2010 will be required in order to ensure correct state quarterly wage and tax reporting for Florida and Hawaii.

Note that the system's self-adjusting feature will adjust the state unemployment insurance taxable wage amounts only for those employees who are paid at least once after the table entry changes are applied. You will need to manually adjust the balances for any employees who are already terminated or who for some other reason are not paid at least once after the table entry change is made.



http://flhouse.gov/Sections/Bills/billsdetail.aspx?BillId=43607&SessionId=64


U.S. Changes

Federal / State Tax Table

State Effective Date of Table Entry

Table Update Description

CT 01/01/2010 The table entry effective-dated 01/01/2010 which was delivered with Tax Update 09-F is updated to include the following additional row in the Rates page:

Tax Status = Status N/ALow Gross = $500,000.00Low Tax = $32,500.00Tax Rate = 0.065000Credit Amount = 0.00

This additional row is required to comply with the new provision on page 13 of the January 1, 2010, edition of Circular CT published by the Connecticut Department of Revenue, which instructs employers to withhold Connecticut tax at flat rate of 6.5 % from an employee who fails to submit Form CT-W4 if the employee’s annual earnings exceed the high income threshold. The default withholding rate for employees whose annual earnings fall below the high income threshold continues to be 5.0 %.

http://www.ct.gov/drs/lib/drs/publications/pubsip/2010/ip2010-1.pdf

(Report ID 1956805000; also included Report ID 1954035000 posted by 2 February 2010)

DC 01/01/2010 A table entry dated 01/01/2010 is added to deliver District of Columbia withholding tax changes effective January 1, 2010.

http://newsroom.dc.gov/show.aspx/agency/otr/section/2/release/18940 (Report ID 1951528000; also included Report ID 1954035000 posted by 2 February 2010)

FL 01/01/2010 The table entry dated 01/01/2010 previously delivered in Tax Update 09-F is updated to reduce the 2010 taxable wage base for Florida state unemployment insurance tax from the originally announced amount of $8,500 to $7,000, per enactment of Florida H.B. 7033 on March 2, 2010. The Florida Department of Revenue also advises that employers will receive new 2010 tax rate information (Form UCT-20) from the Florida Department of Revenue in late March or early April. See the special note on page 5 of this document for important information regarding this change.

http://dor.myflorida.com/dor/taxes/ut_rates.html

(Report ID 1966387000)


http://dor.myflorida.com/dor/taxes/ut_rates.html

http://newsroom.dc.gov/show.aspx/agency/otr/section/2/release/18940

http://www.ct.gov/drs/lib/drs/publications/pubsip/2010/ip2010-1.pdf


State Effective Date of Table Entry

Table Update Description

HI 01/01/2010 The table entry dated 01/01/2010 previously delivered in Tax Update 09-F is updated to reduce the 2010 taxable wage base for Hawaii state unemployment insurance tax from the originally announced amount of $38,800 to $34,900, per enactment of Hawaii Act 2 on March 11, 2010. See the special note on page 5 of this document for important information regarding this change.


(Report ID 1968965000)

OR 03/01/2010 A new table entry dated 03/01/2010 is delivered to update the following values as announced by the Oregon Department of Revenue:

Single Standard Deduction: increased from $1,945 to $1,950

Married Standard Deduction: increased from $3,895 to $3,900

Personal Exemption Credit: increased from $ 176 to $ 177

(Report ID 1970399000)

Note: No 2010 Oregon withholding tax changes for Oregon Measure 66

The Oregon Department of Revenue announced on March 12, 2010, that, contrary to their earlier published announcement, they will not issue any new withholding tables or formulas for tax year 2010 following the enactment of Oregon Measure 66. Instead, employers are advised to continue using the existing 2007 withholding tables and formulas, and employees with annual wages of $125,000 or more should use the Oregon payroll withholding calculators on the Oregon Department of Revenue website to determine how much additional withholding tax they should ask their employer to withhold each pay period for the remainder of 2010, in order to ensure that their 2010 Oregon tax withheld will satisfy their 2010 tax liability under Oregon Measure 66.

http://www.oregon.gov/DOR/BUS/payroll_updates.shtml

http://www.oregon.gov/DOR/BUS/docs/206-643.pdf


http://www.oregon.gov/DOR/BUS/docs/206-643.pdf

http://www.oregon.gov/DOR/BUS/payroll_updates.shtml



State Tax Reciprocity Table

State of Residence

State of Employment

Action

MN WI The table entry effective-dated 01/01/2010 delivered in Tax Update 09-F which changed the reciprocity rule for Minnesota residents working in Wisconsin to:

“Withhold 100% of calculated work state withholding on work state wages. Reduce total residence state wages by work state wages, and calculate residence state tax on the reduced residence state wages.”

is deleted.

With the deletion of the table entry effective-dated 01/01/2010 and the inactivation of the two existing earlier table entries for Minnesota residents working in Wisconsin (see below), tax processing for Minnesota residents working in Wisconsin will follow this default rule for Minnesota residents working in other states, which is the correct procedure following the termination of the reciprocity agreement between Minnesota and Wisconsin, per confirmation from the Minnesota Department of Revenue:

“Calculate residence state and work state withholding separately on work state wages. Withhold 100% of calculated work state withholding. Withhold calculated residence state tax on work state wages to the extent that calculated residence state withholding exceeds calculated work state withholding.”

http://www.taxes.state.mn.us/taxes/withholding/instructions/wh_inst_10.pdf

The table entry effective-dated 01/01/2000 is set to Status = Inactive (see above).

The table entry effective-dated 01/01/1998 is set to Status = Inactive (see above).

(Report ID 1953427000; also included Report ID 1954035000 posted by 2 February 2010)


http://www.taxes.state.mn.us/taxes/withholding/instructions/wh_inst_10.pdf


SWT Marital Status Table

State SWT Marital Tax Status

Action: Effective Date

AR V Status corrected from “Active” to “Inactive”

(Report ID 1968036000)

01/01/2003(correcting entry)

NY S Previous Description:

Single

Updated Description:

Single or Head of Household

(Report ID 1966907000)

01/01/1900(correcting entry)



Local Tax Table

State Locality Locality Name OLD Rate/Amt NEW Rate/Amt Eff Date

AL 073 Jefferson County(Report ID 1954065000 *)

0.005000 / Resident0.005000 / Nonresident


01/01/2010

KY 52302 Millersburg(Report ID 1969227000)

New entry 0.010000 / Resident0.010000 / Nonresident

10/01/2005

60258 Perryville(Report ID 1953054000 *)

New entry 0.010000 / Resident0.010000 / Nonresident

01/01/2010

OH 36610 Huber Heights(Report ID 1962395000)

Taxing Entity Code = blankW2 Reporting Agency = blank

Taxing Entity Code = 384W2 Reporting Agency = RITA

correcting entry

70534 Sardinia(Report ID 1962826000)



01/01/2008

OR 051 Multnomah County(Report ID 1964020000)

Status = Active Status = Inactive 01/01/2006

* Also included Report ID 1954035000 posted by 2 February 2010.

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Local Tax Table – Pennsylvania Earned Income Tax

Tax Update 10-B includes updates to Pennsylvania Local Earned Income Tax entries in the Local Tax Table based on data downloaded from the “Real-time Register” on the website maintained by the Commonwealth of Pennsylvania. Table updates are delivered for Local Tax Table entries for local Earned Income Taxes for which withholding tax rates do not match the current information downloaded from the “Real-time Register” on the website. All updates to Pennsylvania entries in the Local Tax Table delivered in this tax update are effective-dated 01/01/2010.

These Pennsylvania Local Earned Income Tax rate changes downloaded from the Real-time Register on Pennsylvania website are documented separately in these files delivered with this tax update:

PA10BEIT.doc Word document PA10BEIT.xls Excel spreadsheet

(Report ID 1964149000)

Local Tax Reciprocity Table – Ohio

Locality of Residence

Locality of Employment

Effective Date

Credit Reduction Percent

Credit Limit Rate

Action

48188 $DFLT 01/01/2010

100.00 (blank) Credit Limit Rate (previously 0.005000) is eliminated per terms of Tax Ordinance enacted by the City of Mason, Ohio.

http://www.imaginemason.org/home.php?ID=555

(Report ID 1961616000)

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Garnishment Rules Table (U.S.)

State Rule ID Effective Date

Action

MI SUP/DEP12SUP12SUP

12/28/2009 New table entries are added to comply with the terms of Michigan Senate Bill 0100, enacted as Act. No. 193, which specifies that the amount subject to withholding for any child support order for current support, past due support, fees, and health care coverage premiums is 50 percent of disposable income, regardless of delinquency or other dependents.

http://www.legislature.mi.gov/(S(ljfqba55dbhmj0553iphcy45))/mileg.aspx?page=GetObject&objectname=2009-SB-0100

http://www.legislature.mi.gov/documents/2009-2010/publicact/pdf/2009-PA-0193.pdf

Note: No new table entry is required for Rule ID SUP/DEP because it already reflects a limit of 50 percent of disposable income.

(Report ID 1968094000)







Tax Update 10-B - COBOL and Store Statement Changes for Release 9

All payroll users must apply all COBOL and store statement changes included in Tax Update 10-B.

Changed COBOL ModulesThis tax update includes the modified COBOL programs and copy members listed below. Customers should incorporate the source programs into their source libraries and recompile and relink. For delivered copy members, any modules affected by the changed copy members must also be recompiled. For your installation, if you do not have a tool to determine which COBOL modules are affected by the changed copy member(s), we recommend that you recompile all modules.

Changed Store StatementsThis tax update includes the modified store statements listed below. They are located in the COBOL directory. Replace your current version and rerun your store statements using DataMover.

For Release 9 Changes are made to COBOL programs:

PSPBDUPD.CBL PSPCKUNC.CBLPSPCKUPD.CBLPSPCNTAX.CBLPSPGCALC.CBLPSPMFLSA.CBLPSPPYGRP.CBLPSPPYNET.CBLPSPSHUPD.CBLPSPTCALC.CBLPSPTCLRC.CBLPSPUSTAX.CBL

Changes are made to copy members:

PSCPSLCT.CBL

Changes are made to store statements:

PSPBDUPD.DMSPSPCKUNC.DMSPSPCKUPD.DMSPSPTCALC.DMSPSPPYNET.DMS



Report IDs

COBOL and Store Statement changes for the following Report IDs are included in this tax update.

Unless otherwise indicated by a specific posting date, Report IDs referenced in these tax update notes have not been posted to MyOracle Support.

E&G = PeopleSoft Payroll for Education & GovernmentUSF = PeopleSoft Payroll for U.S. Federal Government

Report ID Description

1899080000 Report ID 1899080000 modifies PSPBDUPD.CBL, PSPBDUPD.DMS, PSPCKUNC.CBL, PSPCKUNC.DMS, PSPCKUPD.CBL, PSPCKUPD.DMS, and copymember PSCPSLCT.CBL to generate and display a new Activity Sequence # on an employee’s U.S. Savings Bond Activities page when the employee receives a savings bond refund. Prior to the modifications, when an employee received a savings bond refund, the U.S. Savings Bond Activities page reflected the correct amount disbursed and the correct Bond Activity Status of “Refunded Balance,” but because the Activity Sequence # was not correctly incremented, the Activity Sequence #, the Check #, and the Paycheck Issue Date incorrectly reflected previous historical activity.

1921646000E&GUSF

Report ID 1921646000 modifies PSPPYGRP.CBL to initialize S_FICACRD with the correct select data statement. Prior to the modifications, the S_LASTPPE select was initialized instead of the S_FICACRD select. This process selects the FICA Credit Information from the Deduction Class Table when calculating state withholding tax for Massachusetts, which allows a FICA/Retirement Plan deduction credit when calculating state withholding tax. Even though the program initialized the flag work area with incorrect values, no invalid data was collected.

1925685000 Report ID 1925685000 modifies PSPPYGRP.CBL to correctly calculate supplemental aggregate taxes (federal or state) on separate checks when the supplemental earnings are taxed using the aggregate method and the Fiscal Year Balance ID is associated with different dates than the Calendar Year Balance ID. The program will now use the BALANCE_YEAR for the BALANCE_ID that matches the BAL_ID_FOR_CAL_YR value stored on the Install Table (PS_INSTALLATION) when populating the selection fields for the S_LASTPPE SQL. This will ensure that the correct BALANCE_YEAR is used to determine the correct earnings to aggregate for supplemental tax calculations.

Prior to the modifications, when the fiscal year began after the first quarter of the calendar year, results occurred as follows:

The Fiscal Year Balance ID begins 07/01/09 and supplemental aggregate tax calculations for on-cycle separate check changes were processed for payrolls after 06/30/09.

If the paycheck date was earlier than or equal to 06/30/09, the supplemental aggregate taxes were calculated correctly for the separate check, the off-cycle supplemental earnings were aggregated with the on-cycle annualized wages, and the calculated taxes were correct.

However, if the paycheck date was equal to or later than 07/01/09 the supplemental aggregate taxes for the separate check were calculated as if it was a stand-alone check, and the off-cycle supplemental earnings were taxed separately without being aggregated with the on-cycle earnings payment, and as a result, the federal and/or state taxes were underwithheld.




1926722000 Report ID 1926722000 modifies PSPMFLSA.CBL to correctly process FLSA prior pay period overtime premium reversal adjustments initiated through Time and Labor. Prior to the modifications, the program backed-out more than the overtime premium amount when a complete reversal was made to the overtime premium associated with an earnings code that was set-up with the "Regular Earnings Included" checkbox unselected.

1939667000 Report ID 1939667000 modifies PSPGCALC.CBL in procedure MA000-GET-DEDUCT-AMOUNT to round the deduction amounts correctly when multiple Student Loan garnishments are processed. Prior to the modifications, in certain scenarios, the program calculated multiple Student Loan garnishments correctly up to the maximum of 25% of the Disposable Earnings, but the individual deduction amounts were not rounded correctly. For example, the following result occurred for an employee with three Student Loan Garnishments: Garnishment #1 set up for 10%, Garnishment #2 set up for 15%, and Garnishment #3 set up for 10%, with a total maximum garnishment limit of 25%. No amount should be withheld for Garnishment #3 since the 25% maximum is reached after calculating Garnishment #1 (10%) and Garnishment #2 (15%). Because rounding was not being done correctly for the first two garnishment calculations, a small residual amount (e.g., $ .02) was incorrectly calculated for Garnishment # 3.

1940367000 Report ID 1940367000 modifies PSPTCALC.DMS to ensure that earnings from stand-alone off-cycle payments are correctly aggregated with prior confirmed on-cycle payments paid as deposit advices, and to exclude future payments from tax calculations using the aggregate method. Prior to the modifications, aggregate method tax calculations incorrectly included earnings and taxes from future payments (paid as deposit advices rather than checks), as well as the most recent prior on-cycle confirmed pay check data, as in this example:

1. An employee has confirmed payments (paid as deposit advices) for on-cycle payrolls with pay period end dates 11/30 and 12/31.

2. The employee is issued an off-cycle payment against a stand-alone off-cycle calendar with pay period end date 11/25 and check date 12/3 (check date 12/3/09).

In the above scenario, in calculating the federal and state taxes to be withheld from the off-cycle payment, the program failed to aggregate the off-cycle payment earnings with the prior confirmed on-cycle payment for the pay period end date 11/30, and taxes were underwithheld as a result.

1940806000 Report ID 1940806000 modifies PSPPYNET.CBL, PSPTCALC.CBL, and PSPTCLRC.CBL to correctly calculate local taxes when reciprocity is invoked and the employee has both supplemental wages and a negative earnings adjustment. Prior to the modifications, an employee’s local resident tax was overwithheld in the following scenario:

1. The employee is a resident of Columbus, Ohio (tax rate 2.5 %) working in West Jefferson, Ohio (tax rate 1.0%), with the applicable local tax reciprocity rule requiring the calculated residence locality tax to be reduced by the calculated work locality tax because the residence locality tax rate exceeds the work locality tax rate; and

2. On the same paycheck, both a supplemental wage payment and a negative earnings adjustment are processed for the employee.




1944991000 Report ID 1944991000 modifies PSPSHUPD.CBL to execute the correct SQL statement when processing a Pay Group’s Paysheets after Retroactive Benefit/Deductions have been processed for a previous Pay Group in the same Pay Run. Prior to the modifications, in certain scenarios, some of the Time and Labor data that was initially loaded successfully to the Paysheets later disappeared, even though the Payable Status on TL_PAYABLE_TIME was “TP” (Taken by Payroll). This problem may have occurred when the following sequence of events took place:

1. Enter Timesheet Data2. Process Time Administration3. Process Load Time and Labor for Pay Group #1 and Pay Group #2 (Paysheets successfully loaded)4. Process Retroactive Benefit/Deductions for Pay Group #15. Process Pay Calculation for Pay Group #1 and Pay Group #2

Following the above sequence of events, Paysheets may have randomly disappeared for Pay Group #2.

1948069000 Report ID 1948069000 modifies PSPUSTAX.CBL to correctly evaluate the New Jersey Family Leave Insurance (FLI) Maximum Taxable Gross ($29,700 for 2010) for an employee who has met the maximum and whose State Disability Insurance (SDI) status is subsequently changed. Prior to the modifications, FLI deductions were incorrectly calculated when the following sequence of events occurred:

1. Employee initially is subject to FLI but not subject to SDI.2. The maximum annual FLI amount is deducted.3. The employee’s SDI status is changed from “Not Applicable” to “Subject”.

Even though the maximum FLI annual deduction amount had already been paid by the employee, following the change in SDI status, FLI deductions were incorrectly resumed, resulting in FLI being overdeducted from the employee.

1953717000 Report ID 1953717000 modifies PSPCNTAX.CBL to prevent an "Attempt to divide by zero" error during pay calculation when commission tax is calculated for the last bi-weekly pay period of the year and the pay period has a paycheck issue date of December 31, 2009. In this scenario, there are 27 bi-weekly pay periods in the payroll year but 26 pay periods are defined on the pay calendar for the last pay period. We have also modified PSPCNTAX.CBL to reset CPP credits to zero if the CPP credit calculated during the commission tax calculation is less than zero. Prior to the modifications, if commission tax applied to earnings on a paycheque for the last bi-weekly pay period of the year and the pay period had a paycheck issue date of December 31, 2009 the pay calculation process abended with an "Attempt to divide by zero" error.

1962403000E&GUSF

Report ID 1962403000 modifies PSPPYNET.DMS to include PLAN_TYPE in the SQL statement when evaluating the deductions from prior pay periods in the calendar year that have been set up on the DEDUCTION_CLASS table with ADD_TO_FICA_CREDIT = “Y”. This designation is used to identify retirement plans eligible for a credit (up to a $2,000 annual limit) when calculating Massachusetts withholding tax. Prior to the modifications, if a Company was assigned the same deduction code for multiple plan types (PLAN_TYPES) with this Add to FICA Credit (ADD_TO_FICA_CREDIT) designation, an employee’s retirement plan credit may have been incorrectly inflated in the Massachusetts withholding tax calculation, resulting in the $2,000 annual limit being reached prematurely and causing an incorrect Massachusetts withholding tax result.



U.S. SQRs delivered with Tax Update 10-B for Release 9

Descriptions of SQR modifications are followed by the Report ID. Unless otherwise indicated by a specific posting date, Report IDs referenced in these tax update notes have not been posted to MyOracle Support.

Annual Reporting SQRs

SQR Description

TAX960US.SQR TAX960US.SQR produces the W-2 Print File for reporting annual wage and tax data on Form W-2 for U.S. employees. The Create W2 print file program for the PDF version of Form W-2 is modified to correctly print the Locality Name text in box 20 in the following scenario:

1. Annual Tax Reporting Parms 1 Page shows Year End Form Parameters W2 Form ID=XMLP; and

2. Multiple employees are processed for different states reporting data in W-2 box 20. For example, employee #1 has a W-2 box 20 reportable amount for New Jersey state unemployment and disability insurance (text = “UI/WF/S”), and the following employee #2 has a W-2 box 20 reportable amount for local tax withheld for Yonkers, New York (text = “Yonkers”).

Prior to the modifications, instead of the correct text of “Yonkers,” the text “UI/WF/S” from employee #1 was incorrectly reported in box 20 for employee #2.

(Report ID 1963937000)



Quarterly Reporting SQRs

SQR Description

TAX810FL.SQR TAX810FL.SQR reports quarterly wage and tax data to Florida in the XML format. The program is modified to comply with Florida’s revised reporting specifications effective beginning with the quarter ending March 31, 2010, for reporting UCT-6 unemployment compensation tax data. Florida now requires that the following data be reported:

Out of State Taxable Wages Paid YTDTax State

(Note: The field “Out of State Gross Wages this Quarter” is not required by Florida and is zero-filled.)

Example: In Q-1 an employee works in Oregon and is paid a total of $4,500 in wages reported as unemployment wages to Oregon. On April 1, the employee is transferred from Oregon to Florida for the remainder of the year, and is paid total wages of $5,000 in Q-2, $5,000 in Q-3, and $5,000 in Q-4. Florida now requires that quarterly unemployment wage data be reported for this employee as follows:

Q-2: Florida taxable wages = $2,500 (Florida $7,000 maximum - $4,500 in Oregon)Florida total wages = $5,000Out of State Taxable Wages Paid YTD = $4,500Tax State = OR

Q-3 Florida taxable wages = $0.00 (Florida $7,000 maximum already reached)Florida total wages = $5,000Out of State Taxable Wages Paid YTD = $4,500Tax State = OR

Q-4 Florida taxable wages = $0.00 (Florida $7,000 maximum already reached)Florida total wages = $5,000Out of State Taxable Wages Paid YTD = $4,500Tax State = OR

In addition, Florida also now requires that both a first name and last name be reported for the Employer’s Contact Name. PeopleCode is added to RC_QTR_UI.CONTACT_PHONE.SaveEdit to verify that both the first name and last name are entered for the Employer’s Contact Name on the run control page for Florida.

(Report ID 1950393000)



SQR Description

TAX810IA.SQR TAX810IA.SQR reports quarterly wage data to Iowa. The program is modified to create the output file for Iowa in a new CSV format that employers must submit using the “myIowaUI” online system beginning with reporting for the quarter ending March 31, 2010. Prior to the modifications, the program created the output file in the ICESA format for reporting on CDs. Files using the ICESA format will no longer be accepted after the quarter ending December 31, 2009.

The new CSV format will accept no more than a maximum of 1500 employees in a single file. If more than 1500 employees will be reported for a single employer, multiple files will be generated using the file naming convention TIAxxxXX.CSV, with “xxx” representing the 3-character Company ID and “XX” representing the file number. For example, Company DEF reporting 2,000 employees will have two files generated: The file TIADEF01.CSV will contain records for the first 1500 employees, and the file TIADEF02.CSV will contain records for the remaining 500 employees.

Additional information regarding Iowa quarterly wage reporting changes:

1. The employer account number was previously reported as 001234-5. Now the same number is reported as 00001234 (removing the dash and the number after the dash). If the employer account number is entered on the Company State Tax Table as 001234-5, the program will strip the “-5” for reporting in order to pass new Iowa edits.

2. Blanks must now be reported for employees with missing Social Security Numbers.3. Since Reporting Unit information is not mandatory for Iowa, the Reporting Unit for all

employees is reported as “0001”.4. The Iowa CSV format does not require “Out of State” reporting at the employee level.

When Quarter Tax Reporting information (tax liability, etc.) is filed, the submitter can provide the “Out of State” wage amount for each Company, if applicable.

http://uits.iowaworkforce.org

http://www.iowaworkforce.org/ui/uiemployers.htm

(Report ID 1916339000)


http://www.iowaworkforce.org/ui/uiemployers.htm

http://uits.iowaworkforce.org/


Other U.S. SQRs

SQR Description

DDP001.SQR DDP001.SQR creates the Direct Deposit Transmittal File. The program is re-delivered to correctly batch domestic (PPD) deposit and prenote transactions and international (IAT) deposit and prenote transactions when more than one Pay Group is processed for the same Source Bank ID. Prior to the modifications, in this scenario, the batches were not always closed properly with the appropriate Company/Batch Control Records if the file included employees with both PPD and IAT transactions.

The program is also modified to ensure the correct Company name is printed on the Company/Batch Header Record. Prior to the modifications, the program inconsistently displayed either the last Company processed or the next Company to be processed in some cases instead of the correct Company.

(Report ID 1945173000)

The program is also modified to use “TRIM“ (instead of “RTRIM”) for Informix platforms in procedure Process-Entry-Detail. Prior to the modifications, this procedure used “RTRIM” for all platforms, and the program abended on the Informix platform with the following error:

“INFORMIX SQL PREPARE/DECLARE error-674. Routine (rtrim) can not be resolved.”

(Report ID 1948740000)

DDP002.SQR DDP002.SQR produces the Direct Deposit Register. The program is modified to select data correctly for the report when the account number field contains trailing spaces and IAT transactions are processed. Prior to the modifications, in this scenario, some records were excluded from the report.

(Report ID 1945173000)

PAY034.SQR PAY034.SQR produces the Database Audit Prior to Paysheet Report. The program is modified to correctly use different criteria for reporting the following error messages:

Report Earnings Programs that are not valid - either not found on Earnings Program (ERN_PROGRAM_TBL) or inactive. (Error Message 10)

Report Earnings codes that are specified but not found in the Earnings Program. (Error Message 91)

Prior to the modifications, the program incorrectly used the criteria for Error Message 10 when evaluating whether Error Message 91 should be displayed.

(Report ID 1932116000)



Previous Updates

Tax Update 10-A U.S. – New U.S. nonresident alien withholding tax calculation; state withholding tax changes for Kentucky, Missouri, Oklahoma, Vermont; state minimum wage rate decrease for Colorado; state unemployment insurance taxable wage base changes for Idaho and the U.S. Virgin Islands; reversal of a previously delivered state tax reciprocity change for residents of Illinois working in other states; Local Tax Table changes for Delaware, Kentucky, Ohio, Pennsylvania; Local Tax Reciprocity Table changes for Ohio and Pennsylvania; Garnishment Rules Table changes for U.S. Federal and Arizona tax levies; processing changes for SSN validation; redelivered SQR programs.

Canada - Provincial tax changes for Ontario, Nova Scotia and Yukon; Garnishment Rules Table changes for Nova Scotia.

Tax Update 09-F U.S. – 2010 U.S. federal withholding and Advance EIC changes; 2010 state withholding tax changes for Arizona, California, Delaware, Maine, Minnesota, New Jersey, North Dakota, New York (including Yonkers), Rhode Island; state minimum wage changes for Alaska, Connecticut, Kansas; 2010 state disability insurance changes for California, Hawaii, New Jersey (including Family Leave Insurance), Rhode Island; employee unemployment insurance deduction rate change for Pennsylvania; Wisconsin Advance Earned Income Credit processing; 2010 state unemployment insurance taxable wage base changes for Alaska, Arkansas, Florida, Hawaii, Illinois, Indiana, Iowa, Louisiana, Minnesota, Missouri, Montana, Nevada, New Hampshire, New Jersey, New Mexico, North Carolina, North Dakota, Oklahoma, Oregon, Rhode Island, South Dakota, Utah, Vermont, Washington, Wyoming; Local Tax Table changes for Indiana, Kentucky, Michigan, New York, Ohio, Oregon; changes to New York MTA Payroll Tax processing; changes to Massachusetts quarterly UI wage reporting; redelivered SQR programs.

Canada – 2010 CPP, QPP, EI, QPIP and federal tax rate changes; provincial tax changes for Alberta, BC, Manitoba, New Brunswick, Newfoundland, Nova Scotia, Northwest Territories, Nunavut, Ontario, Quebec, Saskatchewan and Yukon Territory; redelivery of year-end SQR programs.

Tax Update 09-E U.S. – State withholding tax changes for California and Connecticut; Local Tax Table changes for Alabama, Indiana, Ohio, Oregon, and Pennsylvania; redelivery of SQR programs.

Canada – Redelivery of a SQR program.



Appendix: Object Changes delivered in Tax Update 10-B

Application Engine Programs:

ProgramDescription 801 831 881 890 900 910

PY_200_VC Report ID 1948486000Modified Step30 PeopleCode in section VALIDATE.

Message Catalog:Message Set Number

Message Number

Description 801 831 881 890 900 910

10002000

1051721

Report ID 1950393000Added new messages.

Pages:

NameDescription 801 831 881 890 900 910

DIRECT_DEPOSIT Report ID 1937913000Increased size of Account Type drop down list.

Records:

Name Field Description Create/Alter

801 831 881 890 900 910

BOND_SPEC_DATA EMPLID Report ID 1899080000Modified SavePostChange PeopleCode.

DIR_DEP_DISTRIB COUNTRY_CD Report ID 1937913000Modified FieldChange PeopleCode.

GENL_DEDUCTION DEDUCTION_END_DT Report ID 1915792000Modified SaveEdit PeopleCode.

RC_QTR_UI CONTACT_PHONE Report ID 1950393000Modified SaveEdit PeopleCode.



XMLP Report Definitions:

Report Name Description 900 910

PYW209N_CO Report ID 1953508000Reduced file size for W-2 Company Print Form 2009 template.

PYW209N_EE Report ID 1953508000 Reduced file size for W-2 Employee Print Form 2009 template.

PYW209N_GVT Report ID 1953508000Reduced file size for W-2 Government Print Form 2009 template.

PYW209N_SM Report ID 1953508000Reduced file size for W-2 Employee Self-Mailer Form 2009 template.

PYW209S_EE Report ID 1953508000Reduced file size for W-2 Employee Self-Service Form 2009 template.

PYW2C09N_EE Report ID 1954438000Reduced file size for W-2C Employee Print Form 2009 template.

PYW2C09S_EE Report ID 1954438000Reduced file size for W-2C Employee Self-Service Form 2009 template.

XMLP Template Definitions:

Template ID Description 900 910 PYW209N_CO_1 Report ID 1953508000

Reduced file size for W-2 Company Print Form 2009 template.PYW209N_EE_1 Report ID 1953508000

Reduced file size for W-2 Employee Print Form 2009 template.PYW209N_GVT_1 Report ID 1953508000

Reduced file size for W-2 Government Print Form 2009 template.PYW209N_SM_1 Report ID 1953508000

Reduced file size for W-2 Employee Self-Mailer Form 2009 template.PYW209S_EE_1 Report ID 1953508000

Reduced file size for W-2 Employee Self-Service Form 2009 template.PYW2C09N_EE_1 Report ID 1954438000

Reduced file size for W-2C Employee Print Form 2009 template.PYW2C09S_EE_1 Report ID 1954438000

Reduced file size for W-2C Employee Self-Service Form 2009 template.


Documents

9 - PeopleSoft Payroll Tax Update 10-Baupsp2.anderson.edu/uploads/docs/old/TAX10B900-notes.doc · Web viewOracle Corporation, 500 Oracle Parkway, Redwood City, CA 94065. The Programs