9.00 - peoplesoft payroll tax update...

PEOPLESOFT PAYROLL FOR NORTH AMERICA

TAX UPDATE 09-BTAX UPDATE NOTES - RELEASE 9

PeopleSoft Payroll’s Tax Update 09-B includes updates to U.S. and Canadian tax 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:

UPD766648_INSTALL.htm “PeopleSoft Application Update Installation Instructions” Resolution_766648.xls List of object changes delivered with Tax Update 09-BUPD766648_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 09-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 MetaLink 3.

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 TAX09B900 - 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 09-B - R E L E A S E 9 M A R C H 30 , 2009

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2 – TAX09B900 - N O T E S .D O C PE 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 30 , 2009 PE O P L E S O F T P A Y R O L L T A X U P D A T E 09-B – R E L E A S E 9

Updating Your Tables

Tax Update 09-B includes the following files for updating the tables in your PeopleSoft Payroll system.

File Contentsupd766648_01.datupd766648_01.dms

U.S. tax table updates

upd766648_02.datupd766648_02.dms

Canadian tax table updates

upd766648_03.datupd766648_03.dms

Garnishment table updates

upd766648_04.dms Database stamp

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

upd766648_05.datupd766648_05.dms

Strings table

upd766648_msg.datupd766648_msg_i.dms

Message catalog

Both U.S. and Canadian customers should apply the garnishment, database stamp, strings table, and message catalog 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 MetaLink 3.

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 09B900- N O T E S .D O C - 3


Special Note – Louisiana State Tax Withholding

Tax Update 09-B delivers a modification to the State Tax Data page to allow the user to specify an amount per pay period by which an employee’s calculated Louisiana withholding tax is to be decreased.

State Tax Data page for State = LA before the change:



State Tax Data page for State = LA after the change:



Louisiana Form L-4 “Employee’s Withholding Allowance Certificate” http://www.revenue.louisiana.gov/forms/taxforms/1300T(10_08)F.pdf

Line 8 of Louisiana Form L-4 permits an employee to request either an increase or a decrease in the amount of Louisiana tax to be withheld each pay period.

Line 9 of Form L-4 permits an employee to request an additional temporary reduction (valid only through June 30, 2009) in the amount of Louisiana tax to be withheld each pay period.

In the Additional Amount field on the State Tax Data page, enter as a positive number the combined net sum of the amounts shown on Lines 8 and 9 of Louisiana Form L-4. If this combined net sum is negative (i.e., representing a net decrease in withholding), then select the Decrease radio button.

In this example, on Line 8 of Form L-4 the employee has requested a $78 increase in withholding each pay period, and on Line 9 the employee has requested a $40 temporary reduction in withholding each pay period. The combined net value of these two entries is +$78 - $40 = - $38. Enter 38.00 in the Additional Amount field and select the Decrease radio button as shown below.


http://www.revenue.louisiana.gov/forms/taxforms/1300T(10_08)F.pdf


Note that language printed on Louisiana Form L-4 states that a temporary withholding reduction requested on Line 9 of Louisiana Form L-4 is valid only through June 30, 2009.

For any employee who specifies a temporary withholding reduction on Line 9, employers will need to obtain a new Louisiana Form L-4 for purposes of withholding Louisiana tax from wages to be paid on or after July 1, 2009.

For an employee who does not submit an updated Form L-4 for wages paid on or after July 1, 2009, the employer will need to update the Additional Amount field on the State Tax Data page for Louisiana effective 07/01/2009 to show only the amount from Line 8 of the employee’s existing Form L-4, disregarding the temporary withholding reduction amount which the employee had entered on Line 9.

Also note that on the State Tax Data Page, a decrease in Louisiana withholding tax may only be specified as a dollar amount and entered in the Additional Amount field, and not as a percentage entered in the Additional Percentage field.

An error message will be generated if the user attempts to designate a value in the Additional Percentage field as a Decrease.

In conjunction with the product changes made to permit a decrease in Louisiana withholding, the wording of error message 2000,613 is updated as shown below to remove the specific reference to Connecticut, which previously had been the only state to allow a decrease in withholding.

Previous wording of warning message 2000,613:

New wording of warning message 2000,613:

(Report ID 1842275000)



Special Note – U.S. - Year End Tax Forms

Beginning with year end reporting for tax year 2009, PeopleSoft Payroll for North America will discontinue support for the continuous-feed impact printer version of each of the tax forms listed below.

Tax Form Description Oracle/PeopleSoft Payroll for North America

Form ID

R R DonnellyForm Number

W-2 Wage and Tax Statement IMP01 PS2114M

W-2c Corrected Wage and Tax Statement IMP01 PS8606862-A

1099-R Distributions from Pensions, Annuities, Retirement or Profit-Sharing Plans, IRAs, Insurance Contracts, etc.

2VERTICAL PS9923M

Support for the continuous-feed impact printer version of Form 1042-S (Foreign Person’s U.S. Source Income Subject to Withholding) was discontinued beginning with year end reporting for tax year 2008.



Special Note for Canada

Cross-Province Taxation: Display Both Provinces of Taxation and Residence

For cross-province employees, the Paycheque Taxes page of the Review Paycheque component now displays both the employee’s province of taxation and the province of residence. Prior to this tax update, only the employee’s province of taxation was displayed.

Review Paycheque Taxes Page - Before the Change

Review Paycheque Taxes Page - After the Change

(Report ID 1835466000)



U.S. Changes

Federal / State Tax Table

State Effective Date of Table Entry

Table Update Description

$E 02/17/2009 Advance Earned Income Credit calculation changes effective with the February 17, 2009, enactment of the American Recovery and Reinvestment Act of 2009, per original publication in IRS Notice 1036 and subsequent publication in IRS Pub 15-T.

http://www.irs.gov/pub/irs-pdf/n1036.pdf

http://www.irs.gov/pub/irs-pdf/p15t.pdf

(Report ID 1848661000 posted to MetaLink 3 by 26 Feb 2009, and Report ID 1857444000)

$U 02/17/2009 U.S. Federal withholding tax changes (including an increase in the amount to be added to a nonresident alien employee’s wages for withholding tax calculation purposes only) effective with the February 17, 2009, enactment of the American Recovery and Reinvestment Act of 2009, per original publication in IRS Notice 1036 and subsequent publication in IRS Pub 15-T.



(Report ID 1848661000 posted to MetaLink 3 by 26 Feb 2009, and Report ID 1852537000)

CO 01/01/2009 The existing table entry dated 01/01/2009 is updated to include Colorado state withholding tax changes effective January 1, 2009, as published by the Colorado Department of Revenue in Publication Dr 1098 (01/28/09).

http://www.colorado.gov/cms/forms/dor-tax/drp1098.pdf

(Report ID 1855791000)

IN 01/01/2009 A table entry effective-dated 01/01/2009 is delivered for the increase in the Indiana state advance earned income credit rate from 6% to 9% of the U.S. Federal earned income credit amount as required by Indiana law HEA 1001-2008 as published in Information Bulletin # 92 (June 2008) by the Indiana Department of Revenue.

http://www.in.gov/dor/reference/files/ib92.pdf

(Report ID 1841124000)

10 – TAX 09B900 -N O T E S . D O C PE 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

http://www.in.gov/dor/reference/files/ib92.pdf

http://www.colorado.gov/cms/forms/dor-tax/drp1098.pdf






State Effective Date of Table Entry

Table Update Description

LA 01/01/2009 A table entry effective-dated 01/01/2009 is delivered with the value of the “Allow Withholding Reduction” checkbox changed from unselected to selected, to comply with Louisiana Form L-4, which permits an employee to request a decrease in the amount of Louisiana state tax calculated to be withheld each pay period.


Note: Also see the earlier section of this document Special Note – Louisiana State Tax Withholding for additional product modifications delivered related to this issue.

(Report ID 1842275000)

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 TAX09B900-N O T E S . D O C - 11



Local Tax Table

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

AL 32560 Hackleburg(Report ID 1840804000)

County = Hackleburg County = Marion 03/01/2001Correcting entry

IN 015 Carroll(Report ID 1841124000)

0.011500 / Resident0.004000 / Nonresident


01/01/2009

023 Clinton(Report ID 1841124000)



01/01/2009

049 Fulton(Report ID 1841124000)



01/01/2009

097 Marion (decrease)(Report ID 1841124000)



01/01/2009

151 Steuben(Report ID 1841124000)



01/01/2009

KY 37918 Hopkinsville(Report ID 1857350000)



07/01/2009

79734 Vine Grove(Report ID 1857350000)

New entry 0.010000 / Resident0.010000 / Nonresident

01/01/2009

OH 13358 Chagrin Falls(Report ID 1840804000)

County = Geauga County = Cuyahoga 01/01/1900Correcting entry

15588 Clay Center(Report ID 1840804000)

County = Ottowa County = Ottawa 01/01/1900Correcting entry



Local Tax Table – Pennsylvania Earned Income Tax

Tax Update 09-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 01/01/2009.

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:

PA09BEIT.doc Word document PA09BEIT.xls Excel spreadsheet

http://munstatspa.dced.state.pa.us/registers.aspx

(Report ID 1859453000)


http://munstatspa.dced.state.pa.us/registers.aspx


Local Tax Reciprocity Table

Effective January 1, 2009, with the increase in the Westerville, Ohio, tax rate to 2.0 %, Westerville now allows residents a credit of the actual amount of tax withheld and paid to the employee’s locality of employment, limited to the 2.0 % Westerville tax rate.

http://www.westerville.org/Portals/0/IncomeTax/Preparers%20Newsletter.pdf

The two table entries listed below are updated to reflect this change: Locality of Residence

Locality of Employment

Effective Date

Credit Reduction Percent

Credit Limit Rate

Action

OH83342Westerville

OH$DFLT

01/01/2009

100.00 0.020000 Credit Reduction Percent unchanged.

Credit Limit Rate changed from 0.009500 to 0.020000.

OH83342Westerville

OH18000Columbus

01/01/2009

100.00 0.020000 Credit Reduction Percent changed from 76.00 to 100.00.

Credit Limit Rate changed from 0.000000 to 0.020000.

The reciprocity rule used in each of the above table entries is unchanged:

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

(Report ID 1843086000)


http://www.westerville.org/Portals/0/IncomeTax/Preparers%20Newsletter.pdf


(1042) Treaty NR Alien Table

Country Treaty ID Effective Date Table UpdateBGR - Bulgaria TIAS 01/01/2009 A table entry is added for Bulgaria per IRS

Announcement 2009-5 published in Internal Revenue Bulletin 2009-8: “The United States recently exchanged instruments of ratification for a new income tax treaty with Bulgaria.”

http://www.irs.gov/irb/2009-08_IRB/ar12.html

(Report ID 1851882000)

Garnishment Rules Table (U.S.)

State Rule ID Effective Date

Action

NY GEN - DE 01/01/2009 A table entry is added to base the calculation of the amount of disposable earnings exempt from a writ of garnishment on a comparison between the state and federal minimum wage amounts, in compliance with New York’s requirement that “No amount shall be withheld or any week unless the disposable earnings exceeds the greater of 30 times the federal minimum wage or 30 times the state minimum hourly wage.”

(Report ID 1839131000)

NE LEVY 01/01/2005 A table entry is added to update the values used in calculating the amounts exempt from Nebraska state tax levies, as per the Nebraska "Notice of Levy - Instructions for Taxpayer Exemptions" and confirmed by the Nebraska Department of Revenue as being effective January 1, 2005.

(Report ID 1842133000)





Canadian Changes

Canadian Tax Table Changes

Page Province Field Old Amount

New Amount

Effective Date

Tax Rates, Credits and Other

Federal Basic Personal Amount

$10,100.00 $10,375.00 01 Apr 2009


Annual Taxable Income (A) $38,832.00 $41,200.00 01 Apr 2009


Annual Taxable Income (A) $77,664.00 $82,399.00 01 Apr 2009


Federal Constant (K) $2,718.00 $2,884.00 01 Apr 2009





Provincial Rates YT Annual Taxable Income (A) $38,832.00 $41,200.00 01 Apr 2009

Provincial Rates YT Annual Taxable Income (A) $77,664.00 $82,399.00 01 Apr 2009

Provincial Rates YT Prov Constant (KP) $1,025.00 $1,088.00 01 Apr 2009



(Report ID 1845183000; Posted to MetaLink 3 by 27 February 2009)



Tax Update 09-B - COBOL and Store Statement Changes for Release 9

All payroll users must apply all COBOL and store statement changes included in Tax Update 09-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:

PSPCNTAX.CBLPSPCPCAL.CBLPSPECALC.CBLPSPMFLSA.CBLPSPPYNET.CBLPSPRPERY.CBLPSPRPUPD.CBLPSPSHUPD.CBLPSPTCALC.CBLPSPUSTAX.CBL

Changes are made to copy members:

PSCEARRY.CBLPSCEFLSA.CBLPSCPFLSA.CBLPSCRFERY.CBLPSCTMERY.CBLPSCWKERY.CBL

Changes are made to store statements:

PSPECALC.DMSPSPTCALC.DMSPSPUSTAX.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 MetaLink 3.

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

Report ID Description

1794019000 Report ID 1794019000 modifies PSPRPERY.CBL, PSPRPUPD.CBL, and copy members PSCEARRY.CBL, PSCEFLSA.CBL, PSCRFERY.CBL, PSCTMERY.CBL, and PSCWKERY.CBL to correctly and successfully calculate Retropay when the Regular or Overtime earnings codes used in the upper section of the Paysheet are also separately entered in the lower Other Earnings section, and the employee receives a mid-pay period rate change invoking proration. Prior to the modifications, incorrect or negative retropay amounts were created in this scenario. In addition, in some cases the Retro Pay Calculation program abended but no detail was provided in the Retro Pay Messages. An additional indicator has been added to the programs to access the correct earnings array indexes to prevent this issue from occurring.

1797950000 Report ID 1797950000 modifies PSPECALC.CBL and PSPECALC.DMS to successfully process PAYCALC when a user-defined FLSA Period Table and Threshold Hours are specified. Prior to the modifications, PAYCALC abended in this situation with the following error message, when the Paylines were manually inserted or the earnings were retrieved from Time and Labor as the PAY_EARNINGS FLSA_END_DT field value was null:

Error 000388: Prior period time/adjustment when FLSA is invoked cannot be adjusted in the PayGroup because the time was originally paid in a different PayGroup.

1799509000 Report ID 1799509000 modifies PSPCNTAX.CBL to continue to deduct Employment Insurance (EI) premiums until the maximum annual amount has been collected even if the maximum yearly insurable earnings amount had previously been reached. Prior to the modifications, if the maximum yearly insurable earnings amount was reached (due to non-cash earnings), the system stopped collecting EI premiums even if the maximum annual amount had not yet been reached.

1802918000 Report ID 1802918000 modifies PSPUSTAX.CBL and PSPUSTAX.DMS to correctly calculate the Pennsylvania Local Services Tax deduction when an employee transfers mid-year from a lower-rate location to a higher-rate location.

Example: A biweekly-paid employee has $10 withheld for Locality A whose annual Local Services Tax rate is $10, and then transfers mid-year to a $52/year to Locality B whose annual Local Services Tax rate is $52. Regardless of when during the year the transfer occurs, in this situation the prorated biweekly pay period tax amount of $2 for Locality B should be deducted beginning with the first check paid to the employee for employment in Locality B, and the prorated $2 amount should continue to be deducted until either (a) the end of the year, or (b) a total of $42 has been deducted for Locality B, bringing the employee’s YTD total Local Services Tax deduction to the $52 annual maximum permitted deduction for all localities combined.

Prior to the modifications, in the situation described in the above example, the employee was over-taxed as a result of a lump-sum “catch-up” deduction being incorrectly taken for Locality B from the first check paid to the employee for employment in Locality B. A lump-sum “catch-up” deduction is required and appropriate only in the case of an employee who loses the low-income exemption from the Local Services Tax.




1806415000 Report ID 1806415000 modifies PSPPYNET.CBL to correctly calculate 1042 tax and taxable gross balances for nonresident alien employees when the employee’s paycheck includes Tips earnings in addition to regular earnings. Prior to the modifications, the regular earnings balances were incorrectly doubled in this situation, and as a result, amounts posted to the 1042 tax balance records were overstated.

1812861000 Report ID 1812861000 modifies PSPCNTAX.CBL to correctly calculate the Employment Insurance (EI) and Quebec Parental Insurance Plan (QPIP) insurable earnings amount when there is a cheque with multiple tax sets including a negative lump sum amount and the employee is nearing the yearly maximum insurable earnings amount. Prior to the modifications, if the tax sets (with positive amounts) took the earnings over the yearly maximum insurable earnings amount, the negative lump sum earnings were ignored causing the insurable earnings to be calculated incorrectly.

1828571000 Report ID 1828571000 modifies PSPPYNET.CBL to reinstate the generation of error message 000378. This error message was generated prior to Tax Update 08-D, when it was removed; the message is reinstated in this tax update.

“000378: The Special Accumulator shown below was used to calculate a deduction. As a result, of insufficient net pay, deductions using this special accumulator are inaccurate.”

The error message is issued when an employee has insufficient net pay to take an employee deduction which shares the same special accumulator as its calculation with another deduction which is not employee net pay dependent. For example, an employee has a $10,000 before-tax 401(k) plan deduction, and an employer match is set up to be calculated as 50% of the 401(k) special accumulator amount total. Normally the employee 401(k) deduction is $10,000 and employer match deduction is $5,000, both based on the same special accumulator total. If an employee’s net pay is insufficient to take the complete $10,000 employee deduction, the employer match will nevertheless (incorrectly) remain at $5,000, since it independently calculated as 50% of the special accumulator total and not dependent on the employee’s net pay being a sufficient amount.

The above error message is reinstated and will again be generated in the above described scenario.

1830865000 Report ID 1830865000 modifies PSPMFLSA.CBL and copy member PSCPFLSA.CBL to correctly calculate overtime pay for multiple FLSA periods by adding separate flags for each period to the program when the following FLSA parameters are specified:

Fixed FLSA Period Definition FLSA Salaried Hours Used: Fixed Salaried Hours and Use Basic Formula

Prior to the modifications, the overtime rates were calculated incorrectly in this situation, because the FLSA process did not correctly track the employee’s job data and FLSA earnings for each period.

1832457000 Report ID 1832457000 modifies PSPECALC.CBL and PSPECALC.DMS to correctly calculate the hourly rate for a prior pay period's regular and overtime earnings when the earnings from a prior pay period are reversed in the current pay period for a multiple job employee. Prior to the modifications, if a multiple job employee's regular and overtime earnings from a prior pay period were reversed in the current pay period, the hourly rate from one of the jobs was incorrectly used to calculate the prior period's regular earnings reversal for all jobs.




1835520000 Report ID 1835520000 modifies PSPUSTAX.CBL to comply with changes to the Missouri withholding tax calculation instructions effective January 1, 2009, in an updated version of the State of Missouri Employer's Tax Guide as published by the Missouri Department of Revenue and available on their following website:

http://dor.mo.gov/tax/business/withhold/forms/2009/4282.pdf

For tax year 2009, Step 3 of the Missouri withholding calculation includes new instructions regarding the valuation of withholding allowances claimed by an employee whose status is married with a non-working spouse (SWT Marital Status = “M”).

Step #3: MO W-4 ALLOWANCES -- Annual amount is: $2,100 for the first allowance and $1,200 for each additional allowance if employee is single or married and spouse works; $2,100 for the first allowance, $2,100 for the second allowance (for the non-working spouse) and $1,200 for each additional allowance if the employee is married and spouse does not work; $3,500 for the first allowance and $1,200 for each additional allowance thereafter if the employee's filing status is Head of Household.

In compliance with the above instruction, the program is modified to calculate the value of withholding allowances for a Missouri employee whose SWT marital status is “M” (Married - spouse does not work) by using the value entered in Special Tax Amount 1 (currently $2,100) for the first allowance and the second allowance, and the value entered in Allowance Amount (currently $1,200) for the third and each additional allowance.

Prior to the modifications, the value of withholding allowances claimed by a Missouri employee whose SWT marital status was “M” (Married - spouse does not work) was calculated by using the value entered in Special Tax Amount 1 for the first allowance only, and the value entered in Allowance Amount for the second and each additional allowance.

The values are unchanged for withholding allowances claimed by Missouri employees whose SWT Marital Status is “S” (Single), “B” (Married, employee and spouse both work), and “H” (Head of Household).

(Posted to MetaLink 3 by 18 January 2009)

1835857000 Report ID 1835857000 modifies PSPTCALC.DMS to correctly calculate U.S. Federal withholding tax on supplemental payments when check reversals have also been processed. Prior to the modifications, the tax was calculated incorrectly in the following sequence of events:

1. The employee is paid only supplemental wages in an off-cycle check attached to the on-cycle calendar.

2. The employee is then paid regular wages in the on-cycle.3. The regular check is reversed and the reversal is attached to the on-cycle. 4. The employee is then paid only supplemental wages in an off-cycle check attached to the on-cycle

calendar.

In step 4, instead of correctly calculating the tax based solely on the supplemental wages, the program incorrectly added the amount of the taxes on the reversed check to the supplemental check.

1836941000 Report ID 1836941000 modifies PSPCPCAL.CBL to include additional Canadian income tax (CIT) withholding amounts in the calculation of disposable earnings (DE) when the employee’s Special CIT Status is set to “Maintain Gross” and the corresponding value is entered into the Additional Withholding % field. Prior to the modifications, the additional CIT withholding amount was not included in the calculation of DE taxes when the additional amount was specified as a percentage.


http://dor.mo.gov/tax/business/withhold/forms/2009/4282.pdf



1838077000 Report ID 1838077000 modifies PSPCNTAX.CBL to correctly calculate Canadian income tax (CIT) amounts withheld on bonus payments. Prior to the modifications, at the lower tax bracket levels an internal Quebec Parental Insurance Plan (QPIP) calculation could cause the CIT calculation on bonus payments to be incorrect.

1841246000 Report ID 1841246000 modifies PSPTCALC.CBL to correctly calculate U.S. Federal withholding tax when processing an off-cycle supplemental gross-up that is attached to the next pay period. Prior to the modifications, when the off-cycle payment was tied to a future pay calendar that had not been calculated and confirmed, even though Federal tax was withheld from regular wages on the regular check in the first pay period, the aggregate tax method was incorrectly used instead of the flat supplemental tax rate when calculating the Federal tax to be withheld from the supplemental wage payment gross-up.

1841250000 Report ID 1841250000 modifies PSPSHUPD.CBL to suppress the creation of an invalid extra Payline during the Time and Labor Load process. This extra Payline was generated when the following sequence of conditions occurred:

1. A terminated employee had retro benefits deductions loaded to the Payline via the Retroactive Benefits/Deduction process; and

2. Subsequently vacation hours/other earnings were loaded through Time and Labor; and3. Job Pay = “No” on the Paysheet created by the Retro Ben/Ded process.

Prior to the modifications, an extra Payline was created in error in this situation. This Payline did not contain all the required accounting data, and therefore caused balancing issues in the General Ledger and Time and Labor Distribution processes.

1842209000 Report ID 1842209000 modifies PSPCNTAX.CBL to ensure that the Quebec Parental Insurance Plan (QPIP) employer premiums are based on the total year to date insurable earnings amount including the amount for the current pay period, thereby resolving a rounding issue. Prior to the modifications, the QPIP employer premiums were based strictly on the employees’ premiums.



U.S. SQRs delivered with Tax Update 09-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 MetaLink 3.

Annual Reporting SQRs

SQR Description

TAX962ST.SQRRDTAP962.SQC

TAX962ST.SQR, in conjunction with RDTAP962.SQC, produces an audit report of the contents of the file(s) created by TAX960ST.SQR. The programs are modified to correctly associate the appropriate Company with the Employer Totals for Wages and Taxes for Louisiana, Maryland, and West Virginia.

Prior to the modifications, if any of these three states was processed for multiple Companies with Report Request Parameter = Electronic and Bulk Filing Method = Unchecked, the following incorrect record sequence was displayed:

Company 1 RA RecordCompany 1 RE RecordCompany 2 RA RecordEmployer Totals for Wages and Taxes for Company 1Company 2 RE RecordCompany 3 RA RecordEmployer Totals for Wages and Taxes for Company 2,etc.

With the modifications, the Employer Totals for Wages and Taxes for Company 1 are correctly displayed immediately after the Company 1 RE Record, the Employer Totals for Wages and Taxes for Company 2 are correctly displayed immediately after the Company 2 RE Record, etc. (Note: Since Maryland requires the RV Record, the Employer Totals for Wages and Taxes are reported after the RV Record, instead of after the RE Record.)

(Report ID 1832085000)



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 exclude Company data from the XML file if all the associated employees for a Company have only negative reportable unemployment amounts (i.e., Taxable Gross QTD and No Limit Gross QTD). Employees with only negative reportable amounts continue to be listed on the summary report generated by TAX810FL.SQR so that further research and action can be taken (filing amended reports, etc.).

Prior to the modifications, Company information was incorrectly included in the XML file for a Company whose employees were all excluded from the file because they all had negative reportable balances, and as a result, the file was rejected by the Florida Department of Revenue since employer data was reported without any associated employee detail.

(Report ID 1841612000)



Other U.S. SQRs

SQR Description

PAY002.SQR PAY002.SQR produces the Payroll Register. The program is redelivered with the following modifications:

A new indicator “N” is added to identify earnings that are excluded from the Gross Pay total. The report has the following categories: Regular, Overtime, Other Earnings, and Gross Pay. Prior to the modifications, it was difficult to determine all the earnings amounts that were included in the Gross Pay total if an employee received earnings that were not included in Gross Pay (e.g., taxable benefits which do not add to gross pay, etc.). With the modification, the sum of the Regular + Overtime + Other Earnings without the “N” indicator will balance to the Gross Pay total for each employee.

Company Total lines are now printed legibly. Prior to the modifications, in certain cases, the Company Total lines were overwritten by information from the first employee of the subsequent Company and were rendered illegible.

(Report ID 1822142000)

TAX001.SQR TAX001.SQR produces the Tax Deposit Summary Report. The program is modified to correctly report the new New Jersey FLI and Voluntary FLI tax classes for multiple Companies. Prior to the modifications, incorrect tax classes were reflected for FLI and VOL FLI when data for multiple Companies was reported.

(Report ID 1832975000; Posted to MetaLink 3 by 16 January 2009)

TAX008.SQR TAX008.SQR produces the Quarterly State Tax Summary Report. The program is redelivered with the following modifications:

The program is modified to correctly report the new New Jersey FLI and Voluntary FLI tax classes.


The program is also modified to print the TaxGrs QTD and Tax QTD amounts for 1042 balances (tax class A) and withholding tax balances (tax class H) on separate lines if an employee has reportable balance values for both of these tax classes. Prior to the modifications, when an employee had reportable balance values for both tax classes A and H, the amounts were printed in the same location overlapping each other, and were illegible as a result. The alignment of the columns on the report is also adjusted to ensure that any negative amounts are printed correctly.

(Report ID 1810839000 E&G)



SQR Description

TAX010ST.SQR TAX010ST.SQR produces the State Tax Summary. The program is modified to:

1. Stop the erroneous reporting of state earned income credit information for New Jersey. (State EIC information is applicable only to Indiana).

2. Correctly report New Jersey Family Leave Insurance (tax class I). 3. Correctly report New Jersey Voluntary Family Leave Insurance-Employee (tax class O). 4. Correctly report New Jersey Voluntary Family Leave Insurance-Employer (tax class Y).

Prior to the modifications, state EIC amounts were incorrectly reported for New Jersey, and the New Jersey FLI and VOL FLI amounts were reported with incorrect tax classes.


TAX704.SQR TAX704.SQR produces the Company State Tax Table Report. The program is modified to include changes required for implementation of the New Jersey FLI processing, and to add other fields that were previously missing from the report. Prior to the modifications, not all of the GL accounts for New Jersey FLI were printed correctly, and the following fields were not displayed: Massachusetts Health Insurance Rate/Override, Washington UBI Number/EAF Rate, and Vermont Health Care Coverage (Y/N).

(Report ID 1836779000)



Canadian SQRs delivered with Tax Update 09-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 MetaLink 3.

SQR Description

CTX910VP.SQR CTX910VP.SQR produces formatted laser or standard tractor feed RL-2 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 correct the data alignment when printing RL-2 forms in laser format for 2008 reporting.

(Report ID 1838234000; posted to MetaLink 3 by 29 January 2009)

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 generate the T216 – Electronic Media Transmittal record according to the Canada Revenue Agency’s V.2 2009 filing specifications.

(Report ID 1842974000; Posted to MetaLink 3 by 09 February 2009)

PAY124CN.SQR PAY124CN.SQR mass creates ROE data records to be reported by the ROE print program (PAY101CN.SQR). The program is modified to correctly report the First Date Worked when the Job Data entry returning the employee to active status is followed by other Job Data entries that do not affect the employee’s active status. An employee’s return to active status is determined by Job actions Hire, Rehire, Return from Leave, Recall and Return from Disability. Prior to the modifications, when the above situation occurred, the employee’s original hire date was reported instead of the employee’s return to active status date closest to the earliest earnings ends date of the reporting period.

(Report ID 1796035000)



Previous Updates

Tax Update 09-A U.S. – 2009 state withholding tax changes for District of Columbia, Kentucky, Missouri, North Dakota, Ohio, Oklahoma, Oregon, Vermont; 2009 state disability update for Hawaii; 2009 state unemployment insurance taxable wage base for U.S. Virgin Islands; Local Tax Table changes for Alabama, Kentucky, Maryland, Michigan, Ohio, Pennsylvania; Garnishment Rules Table update for Arizona state tax levies; redelivery of SQR reporting programs; updated aggregate method taxation of supplemental wage payments.

Canada – Provincial tax changes for Ontario and Yukon Territory; redelivery of year-end SQR programs.

Tax Update 08-F U.S. – 2009 U.S. federal withholding and Advance EIC changes; new functionality to support New Jersey Family Leave Insurance; state withholding tax changes for California, Maine. Michigan, Minnesota, New Mexico, Rhode Island; state unemployment insurance taxable wage base changes for Alaska, Idaho, Illinois, Iowa, Minnesota, Missouri, Montana, Nevada, New Jersey, New Mexico, North Carolina, North Dakota, Oklahoma, Oregon, Rhode Island, South Dakota, Utah, Washington, Wisconsin, Wyoming; state minimum wage changes for Arizona, Colorado, Connecticut, Florida, Missouri, Montana, New Mexico, Ohio, Oregon, Vermont, Washington; Local Tax Table changes for Delaware, Indiana, Kentucky, Michigan, Ohio, Oregon, Pennsylvania; Garnishment Rules Table updates for U.S. tax levies, New York, Oregon; redelivery of SQR programs.

Canada – 2009 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 SQR programs.

Tax Update 08-E U.S. – Local Tax Table changes for Ohio, Oregon; Taxable Gross Definition Table changes for Kentucky localities; garnishment table changes for California; redelivery of SQR programs.

Canada – Redelivery of year-end SQR programs.



Appendix: Object Changes delivered in Tax Update 09-B

Fields:

Field Description 801 831 881 890 900ADDL_AMT_ADJ Report ID 1842275000

Added ADDL_AMTADJ_LA field label.PROVINCE Report ID 1835466000

Added two new field labels.

Menus:Name Description 801 831 881 890 900DEFINE_PAYROLL_PROCESS Report ID 1848424000

Modified Permission Lists HCCPPY1000 and HCCPFGALLP to authorize access to Deductions panel item in DEFINE_PAYROLL_PROCESS/Inquire/Review Special Accumulators.

Message Catalog:

Message Set Number

Message Number

Description 801 831 881 890 900

1640 111 Report ID 1840784000Modified message text and explanation.

2000 613 Report ID 1842275000Modified message text and explanation.

Added new message

2000 628 Report ID 1842275000Added new message.




2002 222,223,224 Report ID 1837088000Modified message text.


2002 590 Report ID 1837088000Modified message text.

2002 591 Report ID 1837088000Deleted message.



Pages: Name Description 801 831 881 890 900LOCL_TAX_RECIP_TBL Report ID 1837088000

Deleted one line of text from group box.LOCLWK_TXRCP_TABLE Report ID 1837088000

Added one line of text to group box.PAY_CHECK_T Report ID 1835466000

Modified to add employment province for Canadian customers using Cross Province Taxation.

Report ID 1790923000Modified page to display AP Status description.

PY_IC_PI_DATA Report ID 1842275000Modified Activate PeopleCode.

TAX_DATA3 Report ID 1842275000Replaced field used for group box label.

Records:Name Field Description Create/

Alter801 831 881 890 900

CO_STATETAX_TBL DIS_EFF_TAX_QTR Report ID 1810404000Modified field property.

DERIVED_PAY_NA PROVINCE Report ID 1835466000Added field to derived record.

FUNCLIB_PAY EMPLID Report ID 1833135000Modified FieldFormula PeopleCode.

GENL_DEDUCTION DEDUCTION_END_DT Report ID 1840784000Modified SaveEdit PeopleCode.

PAY_CHECK COMPANY Report ID 1835466000Modified RowInit PeopleCode.

Report ID 1790923000Modified RowInit PeopleCode.

PY_LBL_WRK ADDL_AMT_ADJ Report 1842275000Added field to work record.

STATE_TAX_DATA ADDL_AMT_ADJ

EMPLID

STATE

SWT_ALLOWANCES

Report ID 1842275000Modified FieldChange and RowInit PeopleCode.

Report ID 1759523000Modified SaveEdit PeopleCode.

Report ID 1842275000Modified SaveEdit PeopleCode.

Report ID 1842275000Modified FieldChange and RowInit PeopleCode.

Report ID 1814454000Modified FieldEdit PeopleCode.

Strings Table:Program ID

String ID Description 801 831 881 890 900



PAY002 LEGEND Report ID 1822142000Modified string text.


9.00 - peoplesoft payroll tax update...

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