8.90 - peoplesoft payroll tax update 07-adocshare01.docshare.tips/files/7509/75090743.pdf · march...

PEOPLESOFT PAYROLL

TAX UPDATE 07-ATAX UPDATE NOTES

RELEASE 9

PeopleSoft Payroll’s Tax Update 07-A includes updates to U.S. and Canadian tax tables, U.S. garnishment tables, COBOL program and store statement changes, and re-delivered SQRs for U.S. and Canadian 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:

UPD694792_INSTALL.htm “PeopleSoft Application Update Installation Instructions” Resolution_694792.xls List of object changes delivered with Tax Update 07-AUPD705051_CODECHANGES.rtf PS Print Project Report for Release 9UPD694792_INSTALL_ML.htm “PeopleSoft Application Update Installation Instructions” –

Canadian FrenchResolution_705051.xls List of object changes delivered with Tax Update 07-A – Canadian

French

You must follow the instructions in the UPD694792_INSTALL_ML.htm document to apply the object changes listed in the Resolution_705051.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 07-A, 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 Updates & Fixes on Customer Connection.

P E O P L E S O F T P R O P R I E T A R Y A N D CO N F I D E N T I A L

P E O P L E S O F T P A Y R O L L T A X U P D A T E 07 -A - R E L E A S E 9 M A R C H 2 , 2007

Updating Your Tables

Tax Update 07-A includes the following files for updating the tables in your PeopleSoft Payroll system.

File Contentsupd694792_01.datupd694792_01.dms

U.S. tax table updates

upd694792_02.datupd694792_02.dms

Canadian tax table updates

upd694792_03.datupd694792_03.dms

Garnishment table updates

upd694792_04.dms Tax Form Definition Table update for Form 940(there is no .dat file associated with this .dms file)

(Report ID 1528779000)

upd694792_05.datupd694792_05.dms

Tax Form Print Parameters Table update for Puerto Rico Form W-2c PR

(Report ID 1593314000)

upd694792_06.datupd694792_06.dms

Strings Table

upd694792_07.dms Database stamp(there is no .dat file associated with this .dms file)

upd694792_msg_eng.dat

upd694792_msg_eng_i.dms

Message catalog

upd694792_cfr.dat

upd694792_cfr_i.dms

Translated data

2 – TAX07A900- N O T E S . D O C P E O P L E S O F T P R O P R I E T A R Y A N D C O N F I D E N T I A L

M A R C H 2 , 2007 P E O P L E S O F T P A Y R O L L T A X U P D A T E 07 -A – R E L E A S E 9

Both U.S. and Canadian customers should apply the garnishment, strings table, database stamp, and message catalog table 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 Updates & Fixes on PeopleSoft Customer Connection.

P E O P L E S O F T P R O P R I E T A R Y A N D CO N F I D E N T I A L TAX07A900- N O T E S . D O C - 3


Special Note – Preparing for U.S. Year End Reporting 2006

IMPORTANT: Be sure that you have completed applying Tax Update 06-F before following these steps to apply updates for year end 2006 reporting delivered in this Tax Update 07-A.

Updating the Tax Form Definition Table for 2006 Form 940 Reporting

Follow these steps to update your Tax Form Definition Table for 2006 Form 940.

1. Access the Tax Form Definition Table. Enter the Tax Form Identification 940 and the Effective Date of 01/01/2005 on the Tax Form Definition search page and select Search. Add a new row in the table by selecting the Add (+) button in the “Effective Date” Group Box and change the Effective Date for this newly inserted row to 01/01/2006. Any earnings or deductions that you had defined as FUTA-exempt for 2005 will be brought forward in your new table entry for 2006. If necessary, add or delete any earnings or deductions to reflect any changes for 2006 Form 940 FUTA reporting. Save your changes.

2. Run the DataMover script upd694792_04.dms delivered with this tax update. This script will modify the Tax Form Definition Table entry for Form 940 for 2006 that you saved in step 1 to match the IRS re-design of Form 940 for tax year 2006.

As part of the IRS redesign of Form 940 for 2006, “Payments exempt from FUTA tax” are now reported on Line 4 of Form 940, rather than on Line 2 of Form 940 as in previous years. Running the DataMover script upd694792_04.dms will update the Tax Form Definition Table entry for Form 940 to reflect this change.

Form 940 for 2006 is available on the IRS website at

http://www.irs.gov/pub/irs-pdf/f940.pdf

3. Run TAX710 to print a listing of 2006 Tax Form Definition table entries and review the entry for Form 940 for accuracy.

(Report ID 1528779000)

Updating the Tax Form Print Parameters Table for 2006 Puerto Rico Reporting

Run the DataMover script upd694792_05.dms delivered with this tax update to update the Tax Form Print Parameters Table entry for Puerto Rico Form W-2cPR. This script will update the table entries for these forms to correctly print the contents of the “Cease Operations Date” on Form W-2cPR for 2006. In previous years, this date was printed as “MM/DD/YY”. The new Form W-2PR (rev 06.06) requires that the Cease Operations Data be printed in three separate parts as “'DD MM YY”.

This script also updates the table entry for Form W-2cPR to ensure that data prints correctly in the fields “Incorrect SSN” and “Incorrect EE name” on Form W-2cPR.

(Report ID 1593314000)


http://www.irs.gov/pub/irs-pdf/f940.pdf


Special Notes for Canada

Revenu Québec Certification Numbers for RL-1 and RL-2 Magnetic Media Files

Revenu Québec has issued PeopleSoft the following certification numbers for magnetic media filings for the 2006 reporting year:

Type of Slip Revenu Québec Authorization Number

RL-1 RQ-06-01-023

RL-2 RQ-06-02-012

Please enter the certification number in the “Software” box on Form ED-400-V, Description of the RL-Slip Data File. Form ED-400-V is the form that accompanies the magnetic medium to Revenu Québec.



Special Notes for U.S.

Annual W-2 Reporting – Maryland

The run control to create a file to report annual W-2 data to Maryland electronically or on magnetic media in the MMREF-1 format is modified to comply with new Maryland requirements for tax year 2006 reporting. Fields are added to the run control to enter required data from Maryland Form MW508 for each reporting Company.

For information on completing the new fields added to the run control, see the discussion of changes to TAX960ST.SQR for Maryland reporting in the later section of this document on U.S. SQRs delivered with Tax Update 07-A, as well as the publication Maryland 2006 Employer Reporting of W-2s and 1099s Instructions and Specifications on the website of the Comptroller of Maryland at

http://business.marylandtaxes.com/filinginfo/withholding/2006_mag_media_book.pdf

The run control modifications include online validation performed on the following fields. The error and warning messages illustrated on the following pages will be issued if values are not entered correctly from Maryland Form MW508.

• Company (the program requires that at least one Company be entered)

• Line 4 (Amount of Withholding Tax Due)

• Line 5 (Balance Due)

• Line 6 (Overpayment)

• Line 2 (Maryland Withholding Tax Reported this Year)

• Line 3 (Total State/Local Tax as shown on W-2 Forms)

• Line 9 (Enter Total Gross Maryland Payroll for Calendar Year)

• Phone number should have all 10 digits and only acceptable special characters

• Date

• Signed Name

• Title

Validations are also added for to verify that the entered MW508 data match the amounts generated by the program:

• Company (verification that all reporting Companies have MW508 parameters)

• Line 3 amount should match generated state/local taxes

• Line 9 amount should match generated state wages

(Report ID 1585055000)




U.S. Annual Processing / W-2 Reporting / Create State File (MMREF)

OLD run control page for Maryland W-2 MMREF-1 file reporting

NEW run control page for Maryland W-2 MMREF-1 file reporting



New messages for Create State File (MMREF) / Maryland Annual W-2 Reporting run control



State Quarterly Wage Reporting – Missouri

The run control to create a file to report quarterly wage data to Missouri electronically or on magnetic media is modified to permit employers using Establishment Reporting to submit files via the internet in the ICESA format.

For information on completing the new fields added to the run control, see the discussion of changes to TAX810MO.SQR in the later section of this document on U.S. SQRs delivered with Tax Update 07-A, as well as the publication MODES-INF-368 (11/06) Electronic File Transfer and Magnetic Media Reporting: Reporting Quarterly Contribution and Wage Data on the website of the Missouri Division of Employment Security at

http://www.dolir.mo.gov/es/ui-tax/M-INF-368-ai.pdf

(Report ID 1550188000)

U.S. Quarterly Processing / State Quarterly Wage Reporting / Create Magnetic Media IL-NC

OLD run control page for Missouri quarterly reporting

NEW run control page for Missouri quarterly reporting




Reporting Nonqualified Deferred Compensation Items to Pennsylvania on Form W-2

A new field is added to the Federal Tax Data as part of product modifications delivered to comply with Pennsylvania requirements to report certain nonqualified deferred compensation items in W-2 box 14 using codes YN, YZ, and ZN.

Select the new Always Create W2 for NQDC Rptg checkbox on the Federal Tax Data page for an employee who has Pennsylvania W-2 reportable nonqualified deferred compensation amounts but who does not have any Pennsylvania state taxable wages or state tax withheld for the tax year being reported.

For more information on the Pennsylvania W-2 reporting requirements, see the discussion of changes to TAX910LD.SQR in the later section of this document on U.S. SQRs delivered with Tax Update 07-A, as well as the bulletin published by the Pennsylvania Department of Revenue at

http://www.revenue.state.pa.us/revenue/cwp/view.asp?A=104&Q=260326

(Report ID 1588130000)

Employee Pay Data USA / Tax Information / Update Employee Tax Data

OLD Federal Tax Data

NEW Federal Tax Data


New field.

http://www.revenue.state.pa.us/revenue/cwp/view.asp?A=104&Q=260326


Prior Pay Period Pay Adjustment Information for California Employees

Effective January 1, 2007, California requires that pay adjustments for prior pay period earnings be separately identified on the employee’s pay advice. The Hours and Earnings section of the employee paycheck and direct deposit advice are modified to display additional detailed information regarding prior period pay adjustments paid to California employees. The additional detail information regarding prior period pay adjustments paid to California employees is also displayed in the Earnings section of View Paycheck in ePay.

Example of revised California employee pay advice showing new Prior Period adjustments detail

Example of new Prior Period adjustments detail in ePay - View Paycheck



Release 9 enhanced the existing View Paycheck transaction for customers who use Payroll for North America and ePay. New paycheck creation processes using XML Publisher (XMLP) enable you to create paychecks that can be printed and displayed in self-service in PDF format. For those customers choosing to use this new functionality, this section describes any additional steps required to use the new templates delivered with Tax Update 07-A.

Delivered with Tax Update 07-A are two new Report Definitions for Printing (PRTCACHK, PRTCAADV) and Viewing (SSPCACHK, SSPCAADV) created to meet the legislative requirement for California that pay adjustments for prior pay period earnings be separately identified on the employee’s pay check/advice.

These instructions should be followed by customers using XMLP who: Pay employees in the state of California. Pay employees who have tax data in more than one state, and one of those states is California. The

employee is also considered a California employee.

1. Define template on Paycheck Options Table for PNAUSA. In correction mode, update the Report IDs defined for Printing and Viewing to select the new templates created for California. Click Save.

Customers can expect the following results:

1. Non-California employees will not have Prior Period Begin Date and End Date columns printed on their paychecks/DDP advice. Column heading for these columns will not be printed on their paychecks/DDP advice.

2. California employees who have no adjustment to prior period earnings will not have Prior Period Begin Date and End Date columns printed on their paychecks/DDP advice. Column heading for these columns will not be printed on their paychecks/DDP advice.

3. California employees who have adjustment to prior period earnings will have Prior Period Begin Date and End Date columns printed on their paychecks/DDP advice.

For more information on this new functionality, see the discussion of changes to DDP003.SQR and PAY003.SQRin the later section of this document on U.S. SQRs delivered with Tax Update 07-A.



(Report ID 1589528000)



Special Note for U.S. (E&G)

The 1042-S Process Parameters and Create 1042-S run control pages are modified for 2006 Form 1042-S processing requirements.

(Report ID 1568291000)

U.S. Annual Reporting / 1042 Processing / Define 1042-S Parameters

OLD 1042-S Process Parameters

NEW 1042-S Process Parameters (Withholding Agent vs. Transmitter Contact Information)



U.S. Annual Reporting / 1042 Processing / Create 1042-S

OLD Create 1042-S run control

NEW Create 1042-S run control (Diskette Type field is removed. Process All Employees checkbox is added.)



U.S. Changes

Federal / State Tax Table

State Effecti Table Update Description

CO 01/01/2007

State withholding tax changes effective January 1, 2007. (Report ID 1598918000)

http://www.revenue.state.co.us/PDF/drp1098.pdf

CT 01/01/2007

1. State withholding tax changes effective January 1, 2007. (Report ID 1600883000)

http://www.ct.gov/drs/lib/drs/forms/2007withholding/2007withholdingtaxtables.pdf

2. State minimum wage increase to $7.65 per hour. (Report ID 1599052000)

http://www.ctdol.state.ct.us/wgwkstnd/wgemenu.htm

HI 01/01/2007

The table entry effective-dated 01/01/2007 is updated to include the following additional changes effective January 1, 2007.

1. The 2007 maximum taxable gross for state disability insurance and voluntary plan disability insurance programs is $42,654 ($820.26 weekly), as per the Disability Compensation Division of the Hawaii Department of Labor and Industrial Relations. (Report ID 1598585000)

http://hawaii.gov/labor/dcd/pdf/general/2007_Wage_Base_12-1-06.pdf

2. The state unemployment taxable wage base is increased to $35,300. (Report ID 1598585000)

http://hawaii.gov/labor/ui/

3. State minimum wage increase to $7.25 per hour. (Report ID 1602928000)

http://hawaii.gov/labor/wsd/pdf/brochures/minimum_wage_and_overtime_poster_7-5-05.pdf

ID 01/01/2007

State unemployment taxable wage base increased to $30,200. (Report ID 1600359000)


http://www.ctdol.state.ct.us/wgwkstnd/wgemenu.htm

http://www.revenue.state.co.us/PDF/drp1098.pdf



http://cl.idaho.gov/dnn/Default.aspx?tabid=783

MA 01/01/2007


http://www.mass.gov/Ador/docs/dor/Forms/Wage_Rpt/PDFs/circ_m07.pdf

MO 01/01/2007


http://www.dor.mo.gov/tax/business/withhold/forms/2007/4282.pdf

NV 11/28/2006

State minimum wage increase to $6.15 per hour. (Report ID 1603793000)

http://www.laborcommissioner.com/docs/Press%20Release-Minimum%20Wage%20Emergency%20Regs%2012-13-06.doc

http://www.laborcommissioner.com/docs/EMERGENCY%20final%20REGULATIONS%20OF%20THE%20LABOR%20COMMISSIONER%2012-12-06.doc

Note: The delivered minimum wage for Nevada is increased to $6.15 per hour per terms of the emergency regulations published by the Nevada Labor Commissioner (see link above), which state: “An employer must pay the upper tier rate unless the employer qualifies for the lower tier rate.”

Employers who qualify for a lower Nevada minimum wage rate will need to change the delivered value of $6.15 to the appropriate hourly rate. However, any employer-entered value for the Nevada minimum wage will be over overridden by the delivered value any time the Nevada tax table entry is redelivered by PeopleSoft, so employers who enter a different hourly rate for the Nevada minimum wage will need to maintain that value on an ongoing basis.

01/01/2007

The table entry effective-dated 01/01/2007 delivered in Tax Update 06-F is updated with the new state minimum wage amount of $6.15 per hour which became effective November 28, 2006 (see above).

OH 01/01/2007

The previously announced 2007 state unemployment taxable wage base increase from $9,000 to $9,500 is rescinded. The 2007 state unemployment taxable wage base remains at $9,000.

(Report ID 1599505000)




http://www.dor.mo.gov/tax/business/withhold/forms/2007/4282.pdf



http://cl.idaho.gov/dnn/Default.aspx?tabid=783



http://jfs.ohio.gov/releases/rl122006.stm

OK 01/01/2007


http://www.tax.ok.gov/publicat/07whpkt.pdf

RI 01/01/2007


http://www.tax.state.ri.us/info/07WT.pdf

VI 01/01/2007

State unemployment taxable wage base increased to $20,500. (Report ID 1604171000)

http://www.vidol.gov/Units/Unemployment_Insurance/UI.htm

VT 01/01/2007


http://www.state.vt.us/tax/pdf.word.excel/business/wh-tables.pdf

Special Note – District of Columbia

Withholding tax changes for the District of Columbia were published too late to be included in Tax Update 07-A. These tax changes will be delivered in Tax Update 07-B as Report ID 1605553000. Details of the changes may be found on the website of the District of Columbia Office of Tax and Revenue in publication FR-230 Rev. 12/06 at:

http://otr.cfo.dc.gov/otr/lib/otr/tax/forms/2007/2007_FR-230.pdf


http://www.state.vt.us/tax/pdf.word.excel/business/wh-tables.pdf

http://www.tax.state.ri.us/info/07WT.pdf

http://www.tax.ok.gov/publicat/07whpkt.pdf

http://jfs.ohio.gov/releases/rl122006.stm


Special Note – West Virginia

The West Virginia State Tax Department has issued a new Form WV/IT-104 (Rev. 01/07) (“Employee’s Withholding Exemption Certificate”).

http://www.state.wv.us/taxrev/uploads/It100-1-a.pdf

West Virginia instructions state that “[on] January 1, 2007, employers should provide each employee with a copy of the revised West Virginia Withholding Exemption Certificate, Form WV/IT-104.”

On new State Tax Data records created for employees who complete and return Form WV/IT-104, the value entered for West Virginia SWT Marital Tax Status should be determined by whether or not the employee checks the box on Line 5 on West Virginia Form WV/IT-104 as shown in this chart:

Form WV/IT-104 Line 5 West Virginia SWT Marital Tax StatusLine 5 is checked “N”

Line 5 is not checked “B”

In Tax Update 07-B, the SWT Marital Status Table entry for West Virginia status “N” will be updated as shown below to match the wording on the new West Virginia Form WV/IT-104. News of this West Virginia change was received too late for inclusion in Tax Update 07-A. No changes to the West Virginia withholding tables are required.

Users may wish to update their own SWT Marital Status Table with the entry shown below in advance of receiving this update in Tax Update 07-B.

Set Up HRMS / Product Related / Payroll for North America / Federal/State Taxes / SWT Marital Status Table

(Report ID 1604861000 for Tax Update 07-B)



Summary of State UI Taxable Wage Base Limits for 2007

State2006

State UI Taxable Wage Base Limit

2007State UI Taxable Wage Base Limit

Change Delivered

in Tax Update

Alabama 8,000 8,000 UnchangedAlaska 28,700 30,100 06-FArizona 7,000 7,000 UnchangedArkansas 10,000 10,000 UnchangedCalifornia 7,000 7,000 UnchangedColorado 10,000 10,000 UnchangedConnecticut 15,000 15,000 UnchangedDelaware 8,500 8,500 UnchangedDistrict of Columbia 9,000 9,000 UnchangedFlorida 7,000 7,000 UnchangedGeorgia 8,500 8,500 UnchangedHawaii 34,000 35,300 07-AIdaho 29,200 30,200 07-AIllinois 11,000 11,500 06-FIndiana 7,000 7,000 UnchangedIowa 21,300 22,000 06-FKansas 8,000 8,000 UnchangedKentucky 8,000 8,000 UnchangedLouisiana 7,000 7,000 UnchangedMaine 12,000 12,000 UnchangedMaryland 8,500 8,500 UnchangedMassachusetts 14,000 14,000 UnchangedMichigan 9,000 9,000 UnchangedMinnesota 24,000 24,000 UnchangedMississippi 7,000 7,000 UnchangedMissouri 11,000 11,000 UnchangedMontana 21,600 22,700 06-FNebraska 8,000 9,000 06-FNevada 24,000 24,600 06-FNew Hampshire 8,000 8,000 UnchangedNew Jersey 25,800 26,600 06-FNew Mexico 17,900 18,600 06-FNew York 8,500 8,500 UnchangedNorth Carolina 17,300 17,800 06-FNorth Dakota 20,300 21,300 06-FOhio 9,000 9,000 UnchangedOklahoma 13,500 13,200 06-FOregon 28,000 29,000 06-FPennsylvania 8,000 8,000 UnchangedPuerto Rico 7,000 7,000 UnchangedRhode Island 16,000 14,000 06-FSouth Carolina 7,000 7,000 UnchangedSouth Dakota 7,000 8,500 06-FTennessee 7,000 7,000 Unchanged



State2006

State UI Taxable Wage Base Limit

2007State UI Taxable Wage Base Limit

Change Delivered

in Tax Update

Texas 9,000 9,000 UnchangedUtah 24,000 25,400 06-FVermont 8,000 8,000 UnchangedVirgin Islands 20,000 20,500 07-AVirginia 8,000 8,000 UnchangedWashington 30,900 31,400 06-FWest Virginia 8,000 8,000 UnchangedWisconsin 10,500 10,500 UnchangedWyoming 17,100 18,100 06-F



Local Tax Table – Ohio School Districts

For the “new entry” Ohio school district taxes listed below, the appropriate corresponding Local Tax Reciprocity Table and Taxable Gross Definition Table entries are also delivered in this tax update.

(Report ID 1589162000)

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

OH 0502 Athens CSD New entry 0.010000 / Resident0.000000 / NonresidentAnnual Exemption = $650.00

01/01/2007

0601 Minster LSD New entry 0.005000 / Resident0.000000 / NonresidentAnnual Exemption = $650.00

01/01/2007

0603 New Knoxville LSD 0.010000 / Resident0.000000 / Nonresident

0.012500 / Resident0.000000 / Nonresident

01/01/2007

1102 Mechanicsburg SD 0.005000 / Resident0.000000 / Nonresident


01/01/2007

1825 Richmond Heights LSD

0.005000 / Resident0.000000 / NonresidentStatus = Active

0.000000 / Resident0.000000 / NonresidentStatus = Inactive

01/01/2004correcting entry

1902 Arcanum-Butler SD



01/01/2007

1905 Mississinawa 0.010000 / 0.017500 / 01/01/2007




Valley LSD Resident0.000000 / Nonresident

Resident0.000000 / Nonresident

2304 Fairfield Union SD 0.010000 / Resident0.000000 / Nonresident


01/01/2007

2305 Lancaster CSD New entry 0.015000 / Resident0.000000 / NonresidentAnnual Exemption = $650.00

01/01/2007

2904 Greeneview LSD Locality Name =Greenview Local SD

Locality Name =Greeneview Local SD


OH 2904 Greeneview LSD Locality Name =Greenview Local SD

Locality Name =Greeneview Local SD


3118 Southwest LSD New entry 0.007500 / Resident0.000000 / NonresidentAnnual Exemption = $650.00

01/01/2007

3502 Liberty Center SD 0.010000 / Resident0.000000 / Nonresident


01/01/2007

4902 Jonathan Alder LSD

New entry 0.007500 / Resident0.000000 / NonresidentAnnual Exemption = $650.00

01/01/2007

5008 Sebring LSD New entry 0.010000 / Resident0.000000 /

01/01/2007




NonresidentAnnual Exemption = $650.00

5204 Cloverleaf LSD New entry 0.005000 / Resident0.000000 / NonresidentAnnual Exemption = $650.00

01/01/2007

5504 Miami East LSD 0.005000 / Resident0.000000 / Nonresident


01/01/2007

5509 Troy CSD New entry 0.015000 / Resident0.000000 / NonresidentAnnual Exemption = $650.00

01/01/2007

5708 New Lebanon SD 0.007500 / Resident0.000000 / Nonresident


01/01/2007

6804 Preble-Shawnee SD



01/01/2007

6909 Pandora-Gilboa SD 0.007500 / Resident0.000000 / Nonresident


01/01/2007

7101 Adena LSD New entry 0.010000 / Resident0.000000 / NonresidentAnnual Exemption = $650.00

01/01/2007

7404 New Riegel LSD 0.007500 / 0.015000 / 01/01/2007






OH 8001 Fairbanks LSD 0.007500 / Resident0.000000 / Nonresident


01/01/2007

8601 Bryan City SD New entry 0.010000 / Resident0.000000 / NonresidentAnnual Exemption = $650.00

01/01/2007

8607 Stryker LSD 0.010000 / Resident0.000000 / Nonresident


01/01/2007

8702 Eastwood LSD New entry 0.010000 / Resident0.000000 / NonresidentAnnual Exemption = $650.00

01/01/2007



Local Tax Table

Note: The $20.00 per month occupational privilege tax announced for Fairbanks, Alaska, has been suspended from taking effect pending the results of a future election.


KY 011 Bath County(Report ID 1598449000)

New entry 0.015000 / Resident0.015000 / Nonresident

07/01/2006

MD 033 Prince Georges County(Report ID 1599909000)

0.032000 / Resident0.032000 / Nonresident(Z9 tax table)

0.031000 / Resident0.031000 / Nonresident(ZA tax table)

01/01/2007

MI 65820 Port Huron(Report ID 1595598000)

Annual Exemption = $1,200.00

Annual Exemption = $ 600.00

01/01/2007

OH 07300 Blue Ash(Report ID 1596585000)



01/01/2007

18840 Corwin(Report ID 1600617000)


W2 Mag Media Code = blankW2 Reporting Agency = blank


W2 Mag Media Code = 223W2 Reporting Agency = RITA

01/01/2007

all existing rows

19344 Creston Village –

tax repealed(Report ID 1589158000)

0.010000 / Resident0.010000 / NonresidentStatus = Active

0.000000 / Resident0.000000 / NonresidentStatus = Inactive

01/01/2007

22456 Dover City(Report ID 1589158000)

0.010000 / Resident0.010000 /

0.015000 / Resident0.015000 /

01/01/2007




Nonresident Nonresident

35252 Highland Heights(Report ID 1589158000)



01/01/2007

71220 Sebring Village(Report ID 1589158000)



01/01/2007

72012 Shelby City(Report ID 1589158000)



01/01/2007

78932 University Heights(Report ID 1589158000)



01/01/2007

PA I061442CI061442MI061442S

City of Reading(Report ID 1490845000)

W2 Mag Media Code = blankW2 Reporting Agency = blank

W2 Mag Media Code = READW2 Reporting Agency = READ

all existing rows

Local Tax Table – Pennsylvania – tax rate changes

Tax Update 07-A includes updates to Pennsylvania entries in the Local Tax Table based on the latest data on the website maintained by the Commonwealth of Pennsylvania. Because Pennsylvania has not made effective-date information downloadable from its website, all updates to Pennsylvania entries in the Local Tax Table delivered in this tax update (other than those individually listed below) are effective-dated 12/31/2006. These Pennsylvania local tax rate changes downloaded from the Pennsylvania website are documented separately in the file PA07ALOC.doc which is delivered with this tax update.

For each tax update, PeopleSoft scans the Pennsylvania local tax rate information on the official Pennsylvania website and delivers corrections and/or updates to any Local Tax Table entries for which tax rates do not match the most current information on the website.

To research tax rate data on the official Pennsylvania website for a particular local jurisdiction, follow this navigation path:

1. Go to www.NewPA.com2. Select “Business”3. Select “Department of Community and Economic Development”4. Select “Local Government Services”



5. Select “Local Tax Information”6. Select “Local Tax Register”

(Report ID 1602920000)

Also in this tax update, for the following eight table entries for Pennsylvania local tax rate changes delivered in Tax Update 06-F, the effective-date is corrected from 11/28/2006 to 01/01/2006:

I410903C Montoursville BoroI410903M Montoursville BoroI410963C Muncy BoroI410963M Muncy BoroI411535C Wolf TwpI411535M Wolf TwpO651025C Mt. Pleasant TwpO651025M Mt. Pleasant Twp



Local Tax Reciprocity Table

Locality of

Residence

Locality of Employment

Effective Date

Credit Reduction Percent

Credit Limit Rate

Reciprocity Rule

Change

DC – STATERC(All DC residents)

VA – STATERC(All VA residents)

WV – STATERC(All WV residents)

MD - $DFLT 01/01/1900correcting entries

n/a n/a Do not withhold for the work locality if employee is taxed by the residence locality.

New table entries added to indicate that Maryland local tax is not required to be withheld from residents of the District of Columbia, Virginia, or West Virginia.

(Report ID1563998000

OH – 78932University Heights

OH - $DFLT

01/01/2007 100.00 0.010000 If residence locality tax rate exceeds work locality tax rate, calculate residence locality withholding on total wages, then reduce residence locality withholding by percentage of work locality withholding. Or, if work locality tax rate exceeds

No tax credit allowed prior to 01/01/2007.

(Report ID1589158000)



residence locality tax rate, calculate residence locality withholding on total wages, then reduce withholding by percentage of residence locality withholding.



Garnishment Rules Table (U.S.)

State Rule ID Effective Date Action

LA SPOUSESUPPORT

01/01/2007 New table entries are added to change the Disposable Earnings (DE) Definition for these Louisiana garnishment rules from FEDERAL to LIF/HLTH/R, to indicate that the disposable earnings for Louisiana spouse and child support orders should be reduced by medical insurance, life insurance, and retirement.

(Report ID 1596673000)



Canadian Changes

Canadian Tax Table Changes

Page Province Field Old Amount

New Amount

Effective Date

Tax Rates, Credits and Other

RPP/RRSP Limit (F Factor)

$18,000.00 $19,000.00 01 Jan 2007

Provincial Rates

YT WCB Limit $69,500.00 $73,200.00 01 Jan 2007

(Report ID 1601406000)



Tax Update 07-A COBOL Program Changes for Release 9

All payroll users must apply all COBOL program changes included in Tax Update 07-A.

COBOL Program Changes

Changed Programs and Modules

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.

Unless otherwise indicated by a specific posting date, Report IDs referenced in these tax update notes have not been posted to Updates & Fixes on PeopleSoft Customer Connection.

For Release 9 Changes have been made to COBOL programs

PSPECALC.CBLPSPGCALC.CBLPSPMFLSA.CBLPSPONETM.CBLPSPTCALC.CBLPSPUSTAX.CBL

Changes have been made to copymembers

PSCPFLSA.CBL



Report IDs

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

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

Report ID Description

16664000 Report ID 16664000 modifies PSPUSTAX.CBL to correctly calculate Arizona state withholding tax (SWT) when earnings associated with the cumulative tax method are paid. Prior to the modifications, Arizona SWT was calculated correctly for the first pay period of the year but was calculated incorrectly on all subsequent pay calculations when the cumulative tax method was used.

1542138000 Report ID 1542138000 modifies PSPONETM.CBL to process one–time deduction refunds regardless of whether or not a deduction subset is specified. Prior to the modifications, if a one-time refund was entered for a payroll that was associated with a deduction subset, the refund was only processed if the deduction was also included as part of that deduction subset. With the modifications, the deduction will not be calculated but the refund will still be processed.

1556347000 Report ID 1556347000 modifies PSPUSTAX.CBL to correctly calculate New York or Hawaii voluntary disability insurance (VDI) deductions for employees transferring to New York or Hawaii from another state. Prior to the modifications, the VDI deduction was not taken when the following conditions were present:

1. The employee initially works in a state other than New York or Hawaii and then subsequently transfers to a New York or Hawaii work location; and

2. The YTD taxable gross paid in the previous state exceeds the Maximum Annual Gross specified for New York or Hawaii VDI.

Because VDI is calculated based on pay period earnings rather than on a maximum annual taxable wage base for New York and Hawaii, when employees transfer from other states to New York or Hawaii, credits for taxable wages paid in other states should not be applied when calculating VDI deductions for New York or Hawaii employees.

1568073000 Report ID 1568073000 modifies PSPMFLSA.CBL, PSPECALC.CBL and copymember PSCPFLSA.CBL to reinstate




FLSA functionality where overtime is calculated at FLSA rates for California non-exempt employees even if the hours worked do not exceed 40 for the week. Prior to the modifications, the prior period adjustment was not calculated correctly in the following situation for employers that had upgraded to Release 9:

1. The employee’s FLSA status was “Alternative Overtime”; and

2. The employee worked in California; and

3. A prior period adjustment was processed for a pay period that was paid prior to the upgrade to Release 9; and

4. The employee’s FLSA hours in the prior period were less than 40.

1570674000 Report ID 1570674000 modifies PSPMFLSA.CBL, PSPECALC.CBL and copymember PSCPFLSA.CBL to reinstate the FLSA functionality where overtime is calculated at FLSA rates for California non-exempt employees even if the hours worked do not exceed 40 for the week. Prior to the modifications, the retro pay calculation was incorrect in the following situation for employers that had upgraded to Release 9:

1. The employee’s FLSA status was changed to “V” or “Alternative Overtime”; in the middle of the year (due to the 9 upgrade); and

2. The employee worked in California; and

3. The employee received a retro pay salary change; and

4. The employee’s FLSA hours in the prior period were less than 40.

1575100000 Report ID 1575100000 modifies PSPTCALC.CBL to correctly calculate and deduct either state disability insurance (SDI) or voluntary disability insurance (VDI) tax, and not to incorrectly take both of these deductions concurrently. Prior to the modifications, the following problem occurred in the scenario described:

1. An employee was set up with resident state = New Jersey with the New Jersey SDI status set to “Subject to SDI”, and work state = New York with the New York SDI status set to “Voluntary Disability.

2. The first paycheck processed successfully, but, incorrectly, both SDI and VDI deductions were taken.

3. When a subsequent paycheck was processed within the




same quarter, the following error message was generated: “000305: The employee has a VDI (or SDI) tax balance and currently processing SDI (or VDI). Cannot switch from SDI to VDI (or visa versa) mid-quarter.”

Now, with the modifications, in this situation only the New York VDI deduction will be taken, because New York is the employee’s work state.

1575525000 Report ID 1575525000 modifies PSPTCALC.CBL to suppress erroneous local tax refunds. Prior to the modifications, local tax refunds were incorrectly generated under the following conditions:

1. A check was processed for an employee that included a deduction for a local tax limited by an annual maximum tax (e.g., the Boone County, Kentucky occupational license tax) on which the employee reached the maximum tax; and

2. The employee was subsequently paid for an earnings code set up on the Earnings Table as “Subject to FWT but do not withhold FWT,” and set up on the Taxable Gross Definition Table entry for the Locality as “Withholding Follows Fed Rules”.

1584497000 Report ID 1584497000 modifies PSPGCALC.CBL to correctly calculate garnishments when an employee has both a federal tax levy and a North Carolina state tax levy with a higher priority than the federal tax levy. Prior to the modifications, in this situation, the North Carolina tax levy amount was not reflected in the “Less Other Garnishments” amount when calculating the amount available to withhold for the federal tax levy, resulting in the federal tax levy being over-deducted.

1593472000 Report ID 1593472000 modifies PSPECALC.CBL to correctly calculate Additional Pay earnings based on a percentage of a special accumulator. Prior to the modifications, the following problem occurred in the scenario described:

1. A tax locality was specified on the Employee Tax Distribution page; and

2. The Paysheet Create process successfully created Paylines for regular and Additional Pay earnings associated with the correct tax locality; and

3. Subsequent to the Paysheet Create process, manual paylines were added with either no associated tax locality or a different tax locality than specified on the




employee’s Tax Distribution page;

4. The manually added Additional Pay amounts were not calculated successfully.



Tax Update 07-A – Changes to Store Statements for Release 9

This 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.

Unless otherwise indicated by a specific posting date, Report IDs referenced in these tax update notes have not been posted to Updates & Fixes on PeopleSoft Customer Connection.

For Release 9 Changes have been made to store statements

(none)



U.S. SQRs delivered with Tax Update 07-A 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 Updates & Fixes on PeopleSoft Customer Connection.

Annual Reporting SQRs

SQR Description

TAX910LD.SQR TAX910LD.SQR loads data to year-end records. The program is redelivered with modifications required to correctly report deferred compensation related amounts in compliance with Pennsylvania W-2 reporting requirements.

The program is modified to process deduction codes (as well as earnings codes) defined in the Tax Form Definition Table for W-2 box codes 14YN, 14YT, and 14ZN. Prior to the modifications, only earnings codes were recognized for loading data to year-end records for these W-2 box codes. With the modifications, both earnings and deduction codes can be defined on the Tax Form Definition Table for these Pennsylvania-reportable W-2 box 14 items.

The program is also modified to create Pennsylvania year-end records for these Pennsylvania-specific W-2 box 14 codes even for employees who otherwise have no W-2 reportable Pennsylvania state taxable wages or state tax withheld for the Company and tax year being reported.

To support this new Pennsylvania reporting requirement, a new field NQDC_W2_RPTG is added to the record FED_TAX_DATA. This new field is used to identify employees that do not have any Pennsylvania state taxable wages or state tax withheld for the tax year reported, but who do have nonqualified deferred compensation-related amounts that must be reported to Pennsylvania in W-2 box 14.

This new field is displayed on the TAX_DATA1 page as a checkbox labeled “Always Create W2 for NQDC Rptg,” and has two translate values: "A" for "Applicable" (the checkbox is selected) and "N" for "Not Applicable" (the checkbox is not selected). This new field does not appear on the employee Self-Service view of employee tax data.

Select the “Always Create W2 for NQDC Rptg” checkbox on the Federal Tax Data page for any employee who has Pennsylvania W-2 reportable nonqualified deferred compensation amounts but who does not have any Pennsylvania state taxable wages or state tax withheld for the tax year being reported. Earnings and/or deduction codes associated on the Tax Form Definition Table with W-2 boxes 14YN, 14YZ, and 14ZN will result in the creation of a Pennsylvania year-end record if either (1) the “Always Create W2 for NQDC Rptg” flag is checked, or (2) the employee has W-2 reportable Pennsylvania tax or taxable wages for the Company.

Note: It is not necessary to select the “Always Create W2 for NQDC Rptg” checkbox if the employee otherwise has W-2 reportable Pennsylvania tax or taxable wages for the Company and tax year being reported.

(Report ID 1588130000)

TAX915.SQRW2.SQC

TAX915.SQR in conjunction with W2.SQC produces the W-3 Transmittal Totals Report, and W2.SQC assigns year-end variables for various Tax Form IDs. The modules are modified to remove the trailing spaces from the variables used in the SQL statement where clause. This change will allow the single-suffix W-2 box 12 data to be selected correctly. Prior to the modifications, W-2 box 12 amounts were not displayed on the report.



SQR Description

(Report ID 1599172000)

TAX920PR.SQR TAX920PR.SQR produces the W-2cPR Print File for reporting corrections to Puerto Rico Form W-2PR. The program is modified to correctly format the “Cease Operations Date” field in box 1B on Form W-2cPR. Prior to the modifications, this data was displayed as “MM/DD/YY”. The newest Form W-2cPR (rev 06.06) requires that the Cease Operations Data be printed in three separate parts as “'DD MM YY”.

(Report ID 1593314000)

TAX922US.SQRPRTMREFC.SQCTAXMREF2.SQC

TAX922US.SQR in conjunction with PRTMREFC.SQC and TAXMREF2.SQC reportsW-2c data for the U.S., Puerto Rico, and the U.S. Territories, to the Social Security Administration using the MMREF-2 format. The program is modified to support the following changes published in the 2006 revision of Publication MMREF-2 "Electronic Filing of W-2c Information for Tax Year 2006" which may be found at

http://www.ssa.gov/employer/06mmref2.pdf

The specifications for filing W-2c data with the Social Security Administration are updated to support corrections to the new fields added to Form W-2 box 12 for tax year 2006.

Two new fields (Originally Reported and Corrected Designated Roth Contributions to a Section 401(k) Plan) are added to the Code RCW Record (in positions 772-782 and 783-793, respectively) and to the Code RCT Total Record (in positions 731-745 and 746-760, respectively). These new fields do not apply to Puerto Rico employees.

Two new fields (Originally Reported and Corrected Designated Roth Contributions under a Section 403(b) Salary Reduction Agreement) are added to the Code RCW Record (in positions 794-804 and 805-815, respectively) and to the RCT Total Record (in positions 761-775 and 776-790, respectively). These new fields do not apply to Puerto Rico employees.

In addition, a new valid value of “F” (to identify Form 944 filers) is added for the Originally Reported and Corrected Employment Code in the RCE Record (positions 222 and 223). Note: this value is not currently supported in PeopleSoft Payroll.

(Report ID 1562426000)

TAX923US.SQR TAX923US.SQR produces an audit report of the contents of the W-2c file created by TAX922US.SQR. The program is modified to support the changes made to TAX922US.SQR as described immediately above.

(Report ID 1562426000)

TAX950.SQRTAXRCTL1.SQC

TAX950.SQR in conjunction with TAXRCTL1.SQC reports Form 1042-S data both for printing paper Form 1042-S as well as for reporting data electronically or on magnetic media.

The program updated to print Form 1042-S data on the 2006 revision of IRS Form 1042-S.

The redelivered program also includes the following modifications to comply with revised requirements for reporting Form 1042-S data electronically as specified in IRS Rev Proc 2006-34, published 09/18/2006 in Internal


http://www.ssa.gov/employer/06mmref2.pdf


SQR Description

Revenue Bulletin 2006-38, which may be found at

http://www.irs.gov/pub/irs-irbs/irb06-38.pdf

The following changes are made to the Withholding Agent "W" record:

• Position 2, Type of Return Indicator, is changed. There are now two valid values, 0 (zero) for original return, and 1 (one) for amended return. “Void return” is no longer a valid value.

• Positions 273-317, new field Withholding Agent Contact Name is added.

• Positions 318-362, new field Withholding Agent’s Department Title is added.

• Positions 363-382, Contact Phone Number and Extension are moved to this location.

• Position 383, Final Return Indicator is moved to this location.

• Positions 384-770 are now reserved.

The following changes are made to the Recipient "Q" record:

• Position 2, Type of Return Indicator, is changed. There are now two valid values, 0 (zero) for original return and 1 (one) for amended return. “Void return” is no longer a valid value.

• Position 761, new field U.S. Tax Withheld Indicator is added. There are three valid values for this field: 0 (zero) for currently reported, 1 (one) for over withheld, and 2 (two) for under withheld.

(Report ID 1568291000)

The TAX950.SQR run control page is modified to remove the diskette option. Beginning with tax year 2006, the IRS Enterprise Computing Center in Martinsburg WV will no longer accept submissions filed on diskettes. Employers may file Form 1042-S data either electronically or on tape cartridges for tax year 2006.

(Report ID 1575656000)

TAX960LC.SQR TAX960LC.SQR creates files to report W-2 wage and tax data electronically or on magnetic media to local tax authorities or collection agencies that accept W-2 data submissions in the MMREF-1 record format. The program is modified to support the reporting of W-2 wage and tax data to the City of Reading, Pennsylvania. For further information, see:

http://www.readingpa.gov/documents/w2reporting.pdf

(Report ID 1490845000)

TAX960PR.SQR TAX960PR.SQR produces the W-2PR Print File for printing annual wage and tax statements for reporting data to Puerto Rico. The program is modified to correctly format the “Cease Operations Date” field on Form W-2PR. Prior to the modifications, this data was displayed as “MM/DD/YY”. The newest Form W-2PR (rev 06.06) requires that the Cease Operations Data be printed in three separate parts as “'DD MM YY”.

(Report ID 1593314000)

TAX960ST.SQRTAXMMREF.SQC

TAX960ST.SQR, in conjunction with TAXMMREF.SQC, creates files for reporting W-2 wage and tax data to states in the MMREF-1 format. The program is redelivered with modifications specific to reporting W-2 data to Arkansas,


http://www.readingpa.gov/documents/w2reporting.pdf


SQR Description

Georgia, and Maryland for tax year 2006, as well as with additional modifications.

Note: Changes initially published to Massachusetts reporting specifications for 2006 were subsequently rescinded; no changes are necessary for reporting 2006 W-2 data to Massachusetts.

Arkansas changes for 2006 (Report ID 1601648000) may be found in the publication at

http://www.arkansas.gov/dfa/income_tax/documents/Mag_Media_2007.pdf

1. RS position 338-412 is now the employer’s 9 digit Federal EIN, left justified and blank-filled. This information was not required for 2005 reporting and the positions were blank-filled.

2. RS position 413-487 is now the employer’s State ID Number, left justified and blank-filled. This information was not required for 2005 reporting and the positions were blank-filled.

3. Record RW (“Employee Wage Record”) is now required for 2006 reporting. This record was not required for 2005 reporting.

4. Record RT (“Total Record”) is now required for 2006 reporting. This record was not required for 2005 reporting.

5. Record RF (“Final Record”) is now required for 2006 reporting. This record was not required for 2005 reporting.

TAX960ST.SQRTAXMMREF.SQC(continued)

Georgia changes for 2006 (Report ID 1585766000) are per a conversation with Tonya ZellnerDepartment of Revenue.

1. RS positions 298-307 is now the period end date (“12/31/2006” will be reported for 2006 annual W-2 reporting).

2. RS positions 340-412 (“Supplemental Data 1”) and 413-487 (“Supplemental Data 2”) are now blank-filled.


Maryland changes for 2006 (Report ID 1585055000) may be found in the publication at


1. RE positions 222-512. For 2006, data from Maryland MW508 (“Annual Employer Withholding Reconciliation Return”) is to be reported in the fields occupying these positions. For 2005, Maryland followed the SSA specifications for the RE Record and positions 222-512 were blank-filled.

2. RS positions 368-369. For 2006, the employee’s number of withholding allowances must be reported in this field. For 2005, reporting this information was optional.

In addition to the program changes, the Maryland run control page is modified to permit the user to enter the required MW508 information for each reporting Company prior to running TAX960ST.SQR for Maryland. Online validation is added for the following fields, and warning/error messages will be issued if values are not entered correctly:

• Company (the program requires that at least one Company be entered)

• Line 4 (Amount of Withholding Tax Due)

• Line 5 (Balance Due)

• Line 6 (Overpayment)



http://www.arkansas.gov/dfa/income_tax/documents/Mag_Media_2007.pdf


SQR Description

• Line 2 (Maryland Withholding Tax Reported this Year)

• Line 3 (Total State/Local Tax as shown on W-2 Forms)

• Line 9 (Enter Total Gross Maryland Payroll for Calendar Year)

• Phone number

• Date

• Signed Name

• Title

Validation is also added for the following fields to verify that the entered MW508 data match the amounts generated by the program:

• Company (verification that all reporting Companies have MW508 parameters)

• Line 3 amount should match generated state/local taxes

• Line 9 amount should match generated state wages

• Phone number should have all 10 digits and only acceptable special characters

(Maryland discussion continues on next page)


Maryland (continued from previous page)

The batch validation issues only warning message; the program will still create the output file even though the RE record may not contain correct data.

For easier verification of data, the summary report lists all MW508 amounts entered on the run control page.

The program is also modified to make the structure of the RE record for Maryland correctly matches the filing requirements; positions 222-512 are now reported as follows:

• 222-225 MW508 Employer-Tax Year

• 226-234 MW508 Employer Identification Number

• 235-242 MW508 Central Registration Number

• 243-272 MW508 Employer Name

• 273-294 MW508 Employer Street Address

• 295-314 MW508 Employer Address: City

• 315-316 MW508 Employer Address: State

• 317-321 MW508 Employer Address-Zip Code

• 322-325 MW508 Employer Address Zip Code Extension

• 326-330 MW508 Employer Number of W2s from Line 1

• 331-342 MW508 Employer Total Amount of Taxes Withheld from Line 2

• 343-354 MW508 Employer Total Tax Withheld as shown on W2s from Line 3

• 355-366 MW508 Employer Credits from Line 3A

• 367-378 MW508 Employer Amount Tax Due from Line 4

• 379-390 MW508 Employer Amount Balance Due from Line 5

• 391-402 MW508 Employer Amount Overpayment from Line 6

• 403-414 MW508 Employer Amount of Overpayment to be applied as credit from Line 7



SQR Description

• 415-426 MW508 Employer- Amount of Overpayment to be refunded from Line 8

• 427-438 MW508 Employer Gross Payroll from Line 9

• 439-450 MW508 Employer-State Pickup Amount

• 451-478 MW508 Employer Representative Name

• 479-493 MW508 Employer Representative Title

• 494-501 MW508 Employer Representative Date

• 502-511 MW508 Employer Representative Phone Number

• 512 MW508 Employer Total File Indicator (Is this a complete filing?)


The programs are also modified to move the local variable $Country to $PriorCountry, instead of moving the global variable $_Country to $PriorCountry. Prior to the modifications, the RW and RS Records were missing the foreign country code under certain conditions.

(Report ID 1596543000)

The programs are also modified to issue output messages associated with the appropriate state when MMREF-1 files are created for multiple states at the same time from one execution of the program. (Report ID 1598634000) Prior to these modifications, two problems occurred:

1. If warning messages for invalid state/media type combinations were issued (e.g., Alabama, Kansas, Pennsylvania, Utah), the messages were incorrectly displayed twice, once for the correct state and erroneously for the prior state processed.

2. If error message for invalid state/media type combinations were issued (e.g., Delaware, Georgia), the messages were incorrectly displayed for the prior state processed, and the program aborted.

The programs are also modified to resolve the following issues (Report ID 1598634000):

1. The MMREF-1 file name was incorrectly reported in the log file under certain conditions. For example, the log file indicated that the Indiana diskette file was created as C:\TEMP\TAX960IN when the actual file was C:\TEMP\TAX960IN.001.

2. A Georgia file containing only the transmitter record was created when the media type “tape” was selected for Georgia processing. With the modifications, the file is no longer created in this erroneous condition since Georgia no longer accepts tape file submissions.

3. Incorrect MMREF-1 files were created when Georgia was processed in conjunction with another state whose name alphabetically preceded Georgia and the media type “tape” was selected. The output file and summary report for the state prior to Georgia was missing total record(s) because the program stopped processing before all totals for the prior file were created. For example, when both Delaware and Georgia were processed, the Delaware file did not include the RT record, and the summary report did not include the last line printed for Delaware.

The programs are also modified to improve processing time performance. Prior to the modifications, the procedure for verifying the media type was executed multiple times, for each state and record, which adversely impacted processing time. With the modifications, this procedure is called only once for AL, GA, KS, PA and UT, because the media type needs to be checked only once. The same procedure is now called multiple times after writing each record only for Delaware, since this state does not accept multiple diskettes. These modifications will improve processing times for states/records.

(Report ID 1598634000)



SQR Description

TAX962LC.SQR TAX962LC.SQR produces an audit report of the contents of the file(s) created by TAX960LC.SQR. The program is modified to check for a blank (' ') instead of a NULL ('') in the select criteria of the report. Prior to the modifications, for customers processing in an ORACLE environment, no data was selected by the program for reporting.

(Report ID 1591227000)

The program is also updated to audit the file created by TAX960LC.SQR for reporting of W-2 wage and tax data to the City of Reading, Pennsylvania.

(Report ID 1490845000)

TAXMMREF.SQC TAXMMREF.SQC contains the record layout for reporting W-2 wage and tax data using the MMREF-1 format. The module is modified to support revised Puerto Rico requirements for filing wage and tax data for tax year 2006 in the MMREF-1 format as described in the Puerto Rico specifications at

http://www.hacienda.gobierno.pr/downloads/pdf/publicaciones/W2_2006.pdf

RW Record:

Zeros in location 408 to 462

Blanks in location 463 to 485

RO Record:

Blanks in location 100 to 274

RS Record:

Blanks in position 243-273

Zeros in position 274 to 307

Zeros in location 442 to 449 (“The date on which you started to receive the Pension”)

Supplemental Data2 in position 450 to 487

RT Record:




Blanks in position 400 to 421

RU Record:

Zeros in position 55 to 69.

(Report ID 1589606000)


http://www.hacienda.gobierno.pr/downloads/pdf/publicaciones/W2_2006.pdf


Quarterly Reporting SQRs

SQR Description

TAX810AK.SQR TAX810AK.SQR reports quarterly wage and tax data to Alaska in a comma-delimited file (CSV) for online/electronic reporting. The program is modified to correctly report the Employer Account Number with leading zeros and report the Employee Name, Occupational Code, and Area Code in varying length to comply with the Alaska specifications. Prior to the modifications, the Employer Account Number was not reported with leading zeros for the detail record, and the Employee Name, Occupational Code, and Area Code were incorrectly reported in a fixed length format.

(Report ID 1596202000)

TAX810MO.SQR TAX810MO.SQR reports quarterly wage and tax data to Missouri. The program is modified to report data in the ICESA format that is mandatory for employers that use Establishment Reporting and who submit their files via the internet.

In addition to the program changes, the TAX810MO.SQR run control page is modified to add the following fields. Employers must enter values for these fields prior to running the program:

• Company

• Taxes Due

• Interest Due

• Assessment Amount

• Previous Underpay

• Previous Credit

• Total Payment Due

• Amount Remitted

• Contact Person

• Contact Phone

• Extension

• Earnings Included in QTD Hours Reported

Further information may be found at:


(Report ID 1550188000)




SQR Description



Other U.S. SQRs

SQR Description

DDP003.SQRPAY003.SQR

DDP003.SQR prints Payroll Deposit Advice notices for employees who choose to have their pay deposited directly to their bank account. PAY003.SQR prints paychecks and accompanying paycheck stub information.

The programs are modified to comply with recently enacted California legislation (AB 2095) that requires pay adjustments for prior pay period earnings to be separately identified on the employee’s pay advice information, effective January 1, 2007.

The following rules are followed in displaying prior pay period earnings adjustment information:

1. Employees are defined as subject to this requirement if their paycheck/advice contains pay earnings with State = CA.

2. Adjustments to prior pay period earnings are defined as earnings with an Earnings End Date prior to the Pay Period Begin Date of the current payment.

3. When there are multiple adjustments to prior period earnings with different Earnings Begin Dates and Earnings End Dates, the adjustment amounts will be totaled by earnings code and displayed with the earliest Earnings Begin Date and the latest Earnings End Date.

4. If the current pay period includes an earnings code that is associated with both a prior period adjustment as well as current pay earnings, the current pay period earnings will be printed/displayed before the prior period adjustment for the earnings code.

This new functionality is also added to the ePay View Paycheck and Payroll Administrator View Paycheck page. See the Special Note earlier in this document.

PAY003.SQR is also modified to print YTD earnings amounts of up to 99,999,999.99. Prior to the changes, YTD earnings amounts were limited to printing amounts only up to 9,999,999.99.

(Report ID 1589528000)

PAYGL01.SQR PAYGL01.SQR is the Payroll General Ledger Interface program. The program is modified to correctly process pay earnings records when there are no pay earnings records for an employee



SQR Description

with Addl Line# = 0. This condition occurs as a result of clicking off “OK to Pay” for Addl Line# =0 during the Pay Calculation process. Prior to the modifications, if an employee only had pay earnings records with Addl Line = 1, and no earnings associated with Addl Line= 0, an incorrect liability account was associated with the earnings.

(Report ID 1579380000)

TAX103.SQR

TAX113.SQR

TAX504.SQR

TAX516AZ.SQR

TAX516OK.SQR

There are no changes to the functions or processing requirements of the five programs listed below. The programs are redelivered in this tax update only because they have been modified to include the new field NQDC_W2_RPTG added to the FED_TAX_DATA record to support Pennsylvania W-2 reporting requirements for reportable nonqualified deferred compensation amounts.

(Report ID 1588130000)

TAX103.SQR identifies employees for whom a new Form W-4 is required to continue the employee’s status as exempt from U.S. Federal withholding tax for the upcoming tax year.

TAX113.SQR identifies employees for whom a new Form W-5 is required to continue eligibility for Advance Earned Income Credit payments for the upcoming tax year.

TAX504.SQR updates the Retirement Plan and Third Party Sick Pay indicators on employee Federal Tax Data records for marking the checkboxes for these items in W-2 box 13.

TAX516AZ.SQR is a special program designed to assist employers in implementing Arizona state income tax withholding rate changes. (Note: There are no Arizona withholding tax changes for 2007.)

TAX516OK.SQR is a special program designed to assist employers in implementing Oklahoma state income tax withholding rate changes when necessary. (Note: There are no Oklahoma withholding tax changes of this type for 2007, and running this program is not required to implement Oklahoma withholding tax changes for 2007.)



Canadian SQRs delivered with Tax Update 07-A 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 Updates & Fixes on PeopleSoft Customer Connection.

Canadian Year End Reporting SQRs

SQR Description

CTX910RM.SQR CTX910RM.SQR produces a file in XML format for diskette, CD-ROM or DVD reporting of original, amended or cancelled RL-1 information. It also produces a corresponding summary report that can be used for completing required government forms and for balancing. The program is modified to support the revisions to the XML specifications for RL-1 reporting for 2006, including the reporting of taxable benefits in new Boxes V and W, as well as the reporting of QPIP premiums and insurable wages in Boxes H and I.

(Report ID 1575934000)

CTX910RP.SQR CTX910RP.SQR produces formatted laser or standard tractor feed RL-1 slips with a variety of sort options. Processing type options provide for original, amended, and cancelled slips, as well as the reprinting of duplicate slips. The program is modified to support the new RL-1 reporting requirements for 2006, including the reporting of taxable benefits in new Boxes V and W, as well as the reporting of QPIP premiums and insurable wages in Boxes H and I.

Note: As a result of the new boxes, the maximum number of footnotes that can be printed on the laser and standard tractor feed RL-1 forms is now two. Previous to the modifications, a maximum of three footnotes could be printed on laser forms, and a maximum of four footnotes on standard tractor feed forms.

(Report ID 1584418000)

CTX910VM.SQR CTX910VM.SQR produces a file in XML format for diskette, CD-ROM or DVD reporting of original, amended or cancelled RL-2 information. It also produces a corresponding summary report that can be used for completing required government forms and for balancing. The program is modified to support the revisions to the XML specifications for RL-2 reporting for 2006.

(Report ID 1575934000)



SQR Description

CTX910XM.SQR CTX910XM.SQR produces a file in XML format for CD-ROM or diskette reporting of original, amended (including cancellations) and reissued T4 and T4A information. It also produces a corresponding summary report that can be used for completing required government forms and for balancing. The program is modified to address the following:

1. Combine the totals of multiple T4A slips for an employee if they contain the same wage loss plan. Prior to the modifications, the program generated individual records for each T4A slip for each province and wage loss plan, which is inconsistent with the corresponding online and printed slips. (Report ID 1296138000)

2. Support the revisions to the XML specifications for T4 reporting for 2006 to process new Boxes 28 (PPIP Exempt Code), 55 (PPIP Premiums) and 56 (PPIP Insurable Earnings). (Report ID 1597403000)

CTX912R.SQR CTX912R.SQR produces a RL-1 magnetic media audit report that reflects the data reported on the transmitter record of the XML file. Accumulated totals and summary record pages are provided for balancing purposes. The program is modified to support the revisions to the XML specifications for RL-1 reporting for 2006.

(Report ID 1575934000)

CTX912V.SQR CTX912V.SQR produces a RL-2 magnetic media audit report that reflects the data reported on the transmitter record of the XML file. Accumulated totals and summary record pages are provided for balancing purposes. The program is modified to support the revisions to the XML specifications for RL-2 reporting for 2006.

(Report ID 1575934000)

CTX912X.SQR CTX912X.SQR produces a T4 and/or T4A magnetic media audit report that reflects the data reported on the transmitter record of the XML file. Accumulated totals and summary record pages are provided for balancing purposes. The program is modified to support the revisions to the XML specifications for T4 reporting for 2006.

(Report ID 1597403000)

CTX915R.SQR CTX915R.SQR produces a Summary report of RL-1 slips produced, for informational and balancing purposes. Use the data provided by this report to assist in the completion of the Summary form required by Revenu Quebec. The program is modified to support the new RL-1 reporting requirements for 2006.

(Report ID 1584418000)



SQR Description

Other Canadian SQRs

SQR Description

PAY105CN.SQR PAY105CN.SQR (Create ROE Export File) is a new program that creates the ROE Web bulk transfer export file from data stored in the PeopleSoft application for submission to HRSD. It also generates the file of corrected entries for ‘Failed’ and ‘Rejected’ records identified by HRSD.

See the document titled “New Canadian Functionality: ROE Web Processing” delivered with this tax update for further information.

(Report ID 685645000)

PAY106CN.SQR PAY106CN.SQR (ROE Web Export File Audit Rpt) is a new program that reflects the data reported in the ROE Web export file for audit purposes.


(Report ID 685645000)

PAY107CN.SQR PAY107CN.SQR (Import ROE Web Bulk File) is a new program that imports the Serial Numbers from the HRSD ROE Web bulk transfer file into the PeopleSoft application and sets the corresponding ROE Data records to “Completed”.


(Report ID 685645000)

PAY124CN.SQR PAY124CN.SQR mass creates ROE data records to be reported by the ROE print program (PAY101CN.SQR). This program is modified to support ROE Web reporting.


(Report ID 685645000)

PAY125CN.SQR PAY125CN.SQR produces a summary report of the ROE Data



SQR Description

records in the system and can also delete records that have a ROE Process status of “Delete”. This program is modified to support ROE Web reporting.


(Report ID 685645000)

PAYGL01.SQR PAYGL01.SQR produces General Ledger Interface reports. The program is modified to retrieve the correct GL account for PS_PAY_TAX_CAN rows where TAX_CLASS_CAN is one of the Quebec Parental Insurance Plan values (QIE or QIR).

(Report ID 1576616000)

PAYRCTL2.SQC PAYRCTL2.SQC retrieves run control parameters from the RC_PAY record. This SQC is modified to support ROE Web reporting.

(Report ID 685645000)



Previous Updates

Tax Update 06-F U.S. – 2007 Social Security taxable wage base; 2007 U.S. Federal withholding tax changes; 2007 Puerto Rico withholding tax changes; 2007 state withholding tax changes for Alabama, California, Hawaii, Kentucky, Maine, Michigan, Minnesota, Nebraska, New Mexico, North Carolina, North Dakota, Oregon, Utah; 2007 state unemployment insurance taxable wage base changes for Alaska, Illinois, Iowa, Montana, Nebraska, Nevada, New Jersey, New Mexico, North Carolina, North Dakota, Ohio (rescinded in Tax Update 07-A), Oklahoma, Oregon, Rhode Island, South Dakota, Utah, Washington, Wyoming; Local Tax Table changes for Kentucky, Ohio, Oregon, Pennsylvania; Local Tax Reciprocity Table entry for Ohio localities of Cincinnati, North Royalton, Parma, Toledo; SWT Marital Status Table entries for Alabama and Maine; Taxable Gross Definition Table entry for California; Garnishment Rules Table entries for Connecticut and for U.S. and Arizona tax levy 2007 exemption amounts; redelivery of SQR programs.

Canada – 2007 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, PEI, Quebec, Saskatchewan and Yukon Territory; redelivery of year-end and other SQR programs.



Appendix: Object Changes delivered in Tax Update 07-A for Release 9

Components:

Name Description 9

HP_1042S_PROC_PARM Report ID 1568291000 Modified Processing Mode to Interactive.

X

PY_IC_PAY_INQReport ID 1589528000 Modified search record.

X

ROE_DATAReport ID 685645000. Add new page ROE_DATA3 to component.

X

RUN_PAY105CNReport ID 685645000Added new component.

X

RUN_PAY106CNReport ID 685645000Added new component.

X

RUN_PAY107CNReport ID 685645000. Added new component.

X

RUNCTL_TAX950

Report ID 1568291000Added component record RowInit, SaveEdit, and SavePreChange PeopleCode RC_TAX1042.Added component record field PeopleCode RC_TAX1042 REG_SELECT_PROC FieldChange.

X

Fields:

Field Description 9

AMEND_ROE_SNReport ID 685645000New field.

X

CONTACT_PHONE_EXTReport ID 1550188000Added new label.

X

DEPT_TITLEReport ID 1568291000New field.

X

EARNS_BEGIN_DTReport ID 1589528000Added new label.

X

EARNS_END_DTReport ID 1589528000Added new label.

X

GB_TEXTReport ID 1568291000Added new label (CONTACT_INFO & TRM_CONTACT)

X

HP_TRM_CONTACT_EXTReport ID 1568291000New field.

X

HP_TRM_CONTACT_NMReport ID 1568291000New field.

X

HP_TRM_CONTACT_PHReport ID 1568291000New field.

X



HP_USE_WH_CONTACTReport ID 1568291000New field.

X

MULTIPLE_JOBSReport ID 685645000Add new label id.

X

NQDC_W2_RPTGReport ID 1588130000Add new field.

X

OTHER_MONIES_CDReport ID 685645000New field.

X

PAY_FREQ_LBLReport ID 685645000Add new label id.

X

PD_LEAVE_TYPEReport ID 685645000New field.

X

PY_MW508_INDReport ID 1585055000New field.

X

PY_MW508_LN2Report ID 1585055000New field.

X


X

PY_MW508_LN3AReport ID 1585055000New field.

X


X


X


X


X


X


X

PY_MW508_NAMEReport ID 1585055000New field.

X

PY_MW508_TITLEReport ID 1585055000New field.

X

REG_SELECT_PROCReport ID 1568291000Added new label (ALL_EMPLOYEES)

X

ROE_EXPORT_FILEReport ID 685645000New field.

X

ROE_FINAL_PRINTReport ID 685645000Add new label id.

X

ROE_FORM_LANGReport ID 685645000Add new label id.

X

ROE_IMPORT_FILEReport ID 685645000New field.

X

ROE_NBRReport ID 685645000Modified label id text.

X



ROE_NBR_REPLReport ID 685645000Modified label id text.

X

ROE_NO_STARTReport ID 685645000Modified label id text.

X

ROE_PROC_TYPEReport ID 685645000New field.

X

ROE_SERIAL_NUMReport ID 685645000New field.

X

ROE_TRANS_ID_LASTReport ID 685645000New field.

X

UI_AMOUNT_REMITTEDReport ID 1550188000New field.

X

UI_ER_ASSESS_AMTReport ID 1550188000New field.

X

Menus:

Name Description9

MAINTAIN_PAYROLL_DATA_CANADAAdd new components, RUN_PAY105CN, RUN_PAY106CN and RUN_PAY107CN.

X

Message Catalog:

Message Set Number Message Number Description9

1502 1033Report ID 1568291000Added new message.

X

2000 52Report ID 1562412000Modified message.

X


X


X


X


X


X


X


X

2000 693 Report ID 1585055000 X



Added new message.


X


X


X


X


X


X

Pages:

Name Description9

HP_1042S_COMPANYReport ID 1568291000Modified page.

X

PY_IC_PI_DATA PY_SSP_VIEW_DATA

Report ID 1589528000 Modified page layout to accommodate new Begin Date and End Date fields.Modified page Activate PeopleCode.

X

PAY_SHEET_ADD_DReport ID 155590000Modified page.

X

PAY_SHEET_LINE_DReport ID 155590000Modified page.

X

PAY_SHEET_LN_D

Report ID 155590000Modified page.

X

ROE_DATA1Report ID 685645000Modified page.

X

ROE_DATA2Report ID 685645000Modified page.

X

ROE_DATA3Report ID 685645000New page.

X

RUNCTL_PAY105CNReport ID 685645000New page.

X


X


X

RUNCTL_PAY125CNReport ID 685645000Modified ROE_STAT_SELECT with xlat long text.

X

RUNCTL_TAX810MOReport ID 1550188000Modified page.Modified page Activate PeopleCode

X



RUNCTL_TAX950Report ID 1568291000Modified page.Modified page activate PeopleCode

X

RUNCTL_TAX960ST Report ID 1585055000Modified page.

X

TAXFORM_DEFN_TBLReport ID 685645000 Modified page.

X

TAX_DATA1Report ID 1588130000 Modified page.

X

Portal Registry Structures:

Name Description9

EMPLOYEE, HC_RUN_PAY105CN_CAN

Report ID 685645000Added new content ref.

X



X



X

Process Definitions:

Name Description9

PAY105CNReport ID 685645000Added new process.

X


X


X

Records:

Name Field Description Create/Alter9

CO_UI_RPTCD_TBL EMPLOYER_ID_EXTReport ID 155018000Modified RowInit PeopleCode.

X

FED_TAX_DATA NQDC_W2_RPTG

Report ID 1588130000Added New Field

Alter X

HP_1042S_PARAM DEPT_TITLEHP_USE_WH_CONTACTHP_TRM_CONTACT_NM

Report ID 1568291000Added New Field Added HP_USE_WH_CONTACT

Alter

X



HP_TRM_CONTACT_PHHP_TRM_CONTACT_EXT

FieldChange, RowInit PeopleCode

PAY_CHECK_REVRS PAY_END_DTReport ID 1568876000Modified SaveEdit PeopleCode

X

PAY_CHECK_REVRS PAYCHECK_ADJUSTReport ID 1562412000Modified SaveEdit PeopleCode

X

PY_EARNS_WRK

PROCESS_INSTANCEEARNS_TYPEERNCDEARNS_BEGIN_DTEARNS_END_DTCOMP_RATECDHOURLY_RTDESCREARNS_HRSEARNS_AMT

Report ID 1589528000 New record.

Create X

PY_IC_PI_ERN EARNS_TYPEEARNS_BEGIN_DTEARNS_END_DT

Report ID 1589528000Added fields to record.

Alter X

PY_IC_PI_ERN_MX

EARNS_TYPEEARNS_BEGIN_DTEARNS_END_DT

Report ID 1589528000Added fields to record.

Alter X

PY_IC_PI_ERN_VWEARNS_BEGIN_DTEARNS_END_DT

Report ID 1589528000 Added fields to record.

Create View X

PY_IC_PI_OE_VW Report ID 1589528000Modified view SQL.

Create View X

PY_IC_PI_SUM_VW

EMPLID OPRID

Report ID 1589528000Modified SearchInit PeopleCode Modified FieldFormula PeopleCode

X

R_PAY105CN ROE_TRANS_ID_LASTReport ID 685645000 New record.

Create X

RC_PAY ROE_PROC_TYPEReport ID 685645000Added new field.

Alter X

RC_PAY ROE_DELETEReport ID 685645000Modified RowInit PeopleCode.

X

RC_PAY ROE_EXPORT_FILEReport ID 685645000Added new field.Added SaveEdit PeopleCode.

Alter X

RC_PAY ROE_FINAL_PRINTReport ID 685645000Added SaveEdit PeopleCode.

X

RC_PAY ROE_IMPORT_FILEReport ID 685645000Added new field.Added SaveEdit PeopleCode.

Alter X

RC_QTR_UI REPORTING_MEDIUMReport ID 155018000Modified SaveEdit PeopleCode.

X

RC_TAX1042 REG_SELECT_PROC Report ID 1568291000Added New Field

Alter

X



ModifiedMEDIA_1042 FieldChange, SaveEdit PeopleCode

RC_TAX1042_EMPLOPRIDRUN_CNTL_IDEMPLID

Report ID 1568291000Added new record

Create X

RC_TAX810MOOPRIDRUN_CNTL_IDERNCD

Report ID 1550188000Added new recordAdded OPRID RowInitPeopleCode

Create X

RC_TAX810MO_PRM

OPRIDRUN_CNTL_IDCOMPANYUI_TAXES_DUEUI_PREV_QTR_UNDRPYUI_INTEREST_DUEUI_PREVIOUS_CREDITUI_ER_ASSESS_AMTUI_TOTAL_PAYMENTUI_AMOUNT_REMITTEDCONTACT_PERSONCONTACT_PHONECONTACT_PHONE_EXT

Report ID 1550188000Added new record Added OPRID RowInitPeopleCode

Create X

RC_TAX960MD

OPRIDRUN_CNTL_IDCOMPANYPY_MW508_LN2PY_MW508_LN3PY_MW508_LN3APY_MW508_LN4PY_MW508_LN5PY_MW508_LN6PY_MW508_LN7PY_MW508_LN8 PY_MW508_LN9PY_MW508_NAMEPY_MW508_TITLETRANS_DTTELEPHONE_NBRPY_MW508_IND

Report ID 1585055000 Added new record Added OPRID SaveEditPeopleCode

Create X

RC_TAX960ST STATE

Report ID 1585055000 AddedSTATE RowInit, FieldChange,SavePostChangePeopleCode ModifiedSTATE SaveEditPeopleCode

X

ROE EMPLID Report ID 685645000Modified RowInit PeopleCode.

X

ROE EMPLIDReport ID 685645000Modified RowInsert PeopleCode.

X



ROEAMEND_ROE_SNROE_SERIAL_NUMPD_LEAVE_TYPE

Report ID 685645000Added new fields.

Alter X

ROE_SRCH ROE_SERIAL_NUM

Report ID 685645000Added new field, ROE_SERIAL_NUM, to record structure. Modified SQL. (Alter base record PS_ROE before re-create the view)

CreateView

X

TAX_DIST_EFFDT COUNTRYReport ID 1559109000Modified RowInsert PeopleCode.

X

TAXFORM_BOX BOXReport ID 685645000Added FieldChange PeopleCode.

X

TAXFORM_ERN ERNCDReport ID 685645000Added FieldChange PeopleCode.

X

TAXFORM_ERN OTHER_MONIES_CDReport ID 685645000Added new field.Added RowInit PeopleCode.

Alter X

Security (Permission List) Changes:

Menu Menu Item Description 9

Maintain_Payroll_Data_Canada

ROE Data Create ROE Web Export File ROE Web Export File Audit Rpt Import ROE Web Bulk File

Report ID 685645000Added new page ROE_DATA3 to component. Report ID 685645000New page RUN_PAY105CN. Report ID 685645000 New page RUN_PAY106CN. Report ID 685645000New page RUN_PAY107CN. Permission list:8.01, 8.31 - CPPY1000.8.81, 8.90 - HCCPPY1000.

X

Strings Table:

Program ID String ID Description9

CTX910RM TOTAL_BOX_HReport ID 1575934000Modified string.

X

CTX910RM TOTAL_BOX_IReport ID 1575934000Modified string.

X



CTX910RM TOTAL_BOX_VReport ID 1575934000Added string.

X

CTX910RM TOTAL_BOX_WReport ID 1575934000Added string.

X

PAY105CN AT_THE_END_OF_PPReport ID 685645000Added string.

X

PAY105CN BI_WEEKLYReport ID 685645000Added string.

X

PAY105CN COMP_LEAVEReport ID 685645000Added string.

X

PAY105CN ENDINGReport ID 685645000Added string.

X

PAY105CN FROMReport ID 685645000Added string.

X

PAY105CN MONTHLYReport ID 685645000Added string.

X

PAY105CN PAY_PERIOD_TYPE_CHReport ID 685645000Added string.

X

PAY105CN SEMI_MONTHLYReport ID 685645000Added string.

X

PAY105CN TOReport ID 685645000Added string.

X

PAY105CN UNKNOWNReport ID 685645000Added string.

X

PAY105CN WEEKLYReport ID 685645000Added string.

X

PAY106CN ADDRESSReport ID 685645000Added string.

X

PAY106CN AMOUNTReport ID 685645000Added string.

X

PAY106CN CODEReport ID 685645000Added string.

X

PAY106CN COMMENTReport ID 685645000Added string.

X

PAY106CN COM_LANGReport ID 685645000Added string.

X

PAY106CN CRABNReport ID 685645000Added string.

X

PAY106CN DATEReport ID 685645000Added string.

X

PAY106CN DATE_OF_RECALLReport ID 685645000Added string.

X

PAY106CN EE_INFOReport ID 685645000Added string.

X

PAY106CN EE_OCCUPATIONReport ID 685645000Added string.

X

PAY106CN EXPECT_RECALL_INFO Report ID 685645000Added string.

X



PAY106CN FINAL_PP_END_DTReport ID 685645000Added string.

X

PAY106CN FIRST_DAY_WK Report ID 685645000Added string.

X

PAY106CN INS_EARNINGSReport ID 685645000Added string.

X

PAY106CN ISSUE Report ID 685645000Added string.

X

PAY106CN LAST_DAY_PAIDReport ID 685645000Added string.

X

PAY106CN NAMEReport ID 685645000Added string.

X

PAY106CN OTHER_MONIESReport ID 685645000Added string.

X

PAY106CN PAYROLL_REF#Report ID 685645000Added string.

X

PAY106CN PAY_PERIOD_TYPEReport ID 685645000Added string.

X

PAY106CN PHONE_NBRReport ID 685645000Added string.

X

PAY106CN PP_NBRReport ID 685645000Added string.

X

PAY106CN PRINT_LANGReport ID 685645000Added string.

X

PAY106CN REASON_CODEReport ID 685645000Added string.

X

PAY106CN REASON_ISSUEReport ID 685645000Added string.

X

PAY106CN RECALL_CDReport ID 685645000Added string.

X

PAY106CN ROE_BOX_DATAReport ID 685645000Added string.

X

PAY106CN SINReport ID 685645000Added string.

X

PAY106CN SN_AMENDEDReport ID 685645000Added string.

X

PAY106CN SPEC_PAY_AMTReport ID 685645000Added string.

X

PAY106CN SPEC_PAY_DATE Report ID 685645000Added string.

X

PAY106CN SPEC_PAY_INFOReport ID 685645000Added string.

X

PAY106CN SPEC_PAY_LV_TYPEReport ID 685645000Added string.

X

PAY106CN SPEC_PAY_PERIODReport ID 685645000Added string.

X

PAY106CN STAT_HOL_INFOReport ID 685645000Added string.

X



PAY106CN TITLE Report ID 685645000Added string.

X

PAY106CN TOTAL_INS_EARNSReport ID 685645000Added string.

X

PAY106CN TOTAL_INS_HOURSReport ID 685645000Added string.

X

PAY106CN VAC_PAY_AMTReport ID 685645000Added string.

X

PAY107CN AMENDED_NUMReport ID 685645000Added string.

X

PAY107CN BULK_FILE_NAMEReport ID 685645000Added string.

X

PAY107CN BUS_NUMReport ID 685645000Added string.

X

PAY107CN DATE_ISSUEDReport ID 685645000Added string.

X

PAY107CN FAILED Report ID 685645000Added string.

X

PAY107CN FIRST_DAY_WORKEDReport ID 685645000Added string.

X

PAY107CN ISSUED Report ID 685645000Added string.

X

PAY107CN LAST_DAY_PAIDReport ID 685645000Added string.

X

PAY107CN PASSED Report ID 685645000Added string.

X

PAY107CN PAYROLL_REFReport ID 685645000Added string.

X

PAY107CN REJECTEDReport ID 685645000Added string.

X

PAY107CN ROE_CATEGORY Report ID 685645000Added string.

X

PAY107CN ROE_COUNTReport ID 685645000Added string.

X

PAY107CN ROE_MSG1Report ID 685645000Added string.

X

PAY107CN ROE_MSG2 Report ID 685645000Added string.

X

PAY107CN SERIAL_NUMReport ID 685645000Added string.

X

PAY107CN SINReport ID 685645000Added string.

X

PAY107CN TITLE_ROE_IMPORTReport ID 685645000Added string.

X

PAY125CN HRSD_ROE_AMEND_SNReport ID 685645000Added string.

X

PAY125CN HRSD_ROE_SNReport ID 685645000Added string.

X



PAY125CN ROE_NBRReport ID 685645000Modified string.

X

PAY125CN ROE_NBR_AMENDReport ID 685645000Modified string.

X

Translate Values:

Field Description9

MODE_FOR_1042SReport ID 1568291000Inactivate value 'V'

X

NQDC_W2_RPTGReport ID 1588130000Added new values 'A' and 'N'

X

OTHER_MONIES_CDReport ID 685645000 Added new values 'A', 'B', 'E', 'G', 'H', 'I', 'O', 'R', 'S', 'U', 'Y'.

X

PD_LEAVE_TYPEReport ID 685645000Added new values 'P', 'W'.

X

ROE_PROCESSReport ID 685645000Added new values 'F', 'R', 'X'.

X

ROE_PROC_TYPEReport ID 685645000Added new values 'C', 'S'.

X

ROE_STAT_SELECTReport ID 685645000Added new values 'F', 'R', 'X'.

X

XMLP Data Definition:

Data Source ID Description9

CAADVICES California Advices XML Data X

CACHECKS California Checks XML Data X

XMLP Report Definition (include related objects: File Definition):

Report Name Description9

PRTCAADV Print California Advice Forms X

PRTCACHK Print California Checks X

SSPCAADV California Self Service Advice X

SSPCACHK California Self Service Check X



XMLP Template Definition:

Template ID Description9

PRTCAADV_1 Calif. Advice Form Template X

PRTCACHK_1 California Check Template X

PYSTMPLT Check/Adv Earning Sub-template X

SSPCAADV_1 Self Service Advice Template X

SSPCACHK_1 Self Service Check Template X


8.90 - peoplesoft payroll tax update 07-adocshare01.docshare.tips/files/7509/75090743.pdf · march...

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