9.00 - peoplesoft payroll tax update 10-caupsp.anderson.edu/uploads/docs/old/tax10c900-notes.doc ·...

PEOPLESOFT PAYROLL FOR NORTH AMERICA

TAX UPDATE 10-CTAX UPDATE NOTES - RELEASE 9

PeopleSoft Payroll’s Tax Update 10-C includes updates to U.S. and Canadian tax tables, updates to 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:

UPD804998_INSTALL.htm “PeopleSoft Application Update Installation Instructions” Resolution_804998.xls List of object changes delivered with Tax Update 10-CUPD804998_CODECHANGES.rtf PS Print Project Report for Release 9AZ SWT-10C.doc Arizona Withholding Tax Changes Effective July 1, 2010HIRE Act-10C.doc 2010 HIRE Act – Employer Payroll Tax Exemption

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

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

P E O P L E SO F T PR O P R I E T A R Y A N D C O N F I D E N T I A L TAX10C900 - N O T E S .D O C - 1

P E O P L E SO F T PA Y R O L L T A X UP D A T E 10-C - R E L E A S E 9 J U N E 14 , 2010

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2 – TAX10C900 - 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

J U N E 14 , 2010 P E O P L E SO F T PA Y R O L L T A X UP D A T E 10-C – R E L E A S E 9

Updating Your Tables

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

File Contentsupd804998_01.datupd804998_01.dms

U.S. tax table updates

upd804998_02.datupd804998_02.dms

Canadian tax table updates

upd804998_03.dms Database stamp

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

upd804998_04.datupd804998_04.dms

Garnishment table updates

upd804998_05.datupd804998_05.dms

Pay message

upd804998_msg.datupd804998_msg_i.dms

Message catalog

Both U.S. and Canadian customers should apply the garnishment, database stamp, pay message, 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 MyOracle Support.

P E O P L E SO F T PR O P R I E T A R Y A N D C O N F I D E N T I A L TAX 10C900- N O T E S .D O C - 3


Special Notes – U.S.

Hiring Incentive to Restore Employment (HIRE) Act – Employer Payroll Tax Exemption

The Hiring Incentives to Restore Employment (HIRE) Act, which became law on March 18, 2010, includes a provision exempting employers from paying the 6.2 % employer share of Social Security (OASDI) tax on wages paid after March 18, 2010, to qualified employees hired after February 3, 2010 and before January 1, 2011. Employers must still withhold the employee 6.2 % share of Social Security taxes from wages, and both the employer and employee shares of Medicare taxes continue to apply to the wages paid to these employees. The product modifications delivered in Tax Update 10-C to support the employer payroll tax exemption provision of the HIRE Act are described in the separate document HIRE Act-10C.doc.

(Report ID 1968137000)

Arizona Withholding Tax Changes effective July 1, 2010

Arizona Senate Bill 1185 enacted in 2009 required the Arizona Department of Revenue to implement a new formula for the calculation of Arizona tax to be withheld from employee wages beginning with wages paid after June 30, 2010. To comply with the requirements of Arizona S.B. 1185, the Arizona Department of Revenue has published a new Arizona withholding calculation method which changes Arizona withholding tax from being calculated as a percentage of an employee’s U.S. federal withholding tax to being calculated as a percentage of an employee’s gross taxable wages. The product modifications delivered in Tax Update 10-C to support the new Arizona withholding tax calculation are described in the separate document AZ SWT-10C.doc.

(Report ID 1975601000)



Payroll Purchase Program for Paper U.S. Savings Bonds to be Discontinued

The U.S. Department of the Treasury has announced that it will stop issuing paper U.S. savings bonds through the traditional payroll savings bond purchase program as of January 1, 2011 (as of October 1, 2010 for U.S. Federal Government employees).

Product modifications will be delivered in Tax Update 10-E which will inactivate the current U.S. savings bond processing functionality. More information about the modifications to be delivered in Tax Update 10-E will be included in the Tax Update 10-D documentation.

Employers are urged to begin shutting down their existing bond purchase programs and refunding any remaining funds to employees as soon as possible, in advance of the bond purchase program ending dates of October 1, 2010 (U.S. Federal Government employees) and January 1, 2011 (all other employees).

Detailed information is available on the Federal Reserve Bank Services website:

http://www.frbservices.org/ext_content/payrollorg/standard.html

Included is: “Checklist: Discontinuing Your Paper Payroll Savings Plan”

http://www.frbservices.org/ext_content/payrollorg/files/standard_admin_checklist.pdf

Employees will still have the opportunity to purchase savings bonds by authorizing a deduction/net-pay allocation via automated bank-transfer through the TreasuryDirect program. More information is available on the TreasuryDirect website:

http://www.treasurydirect.gov/news/news_elimination_paperpayrollqa.htm


http://www.treasurydirect.gov/news/news_elimination_paperpayrollqa.htm

http://www.frbservices.org/ext_content/payrollorg/files/standard_admin_checklist.pdf

http://www.frbservices.org/ext_content/payrollorg/standard.html


Ordering W-2 Forms for Tax Year 2010

In preparing to order W-2 forms for tax year 2010, employers should consider the following issues:

Employers who will be reporting W-2 data to any state where their state Employer Identification Number (EIN) is greater than 13 characters in length should not order Form ID LSR02A (the “four-corner” format which prints four W-2s per page at the four corners of the page). W-2 Form ID LSR02A does not provide sufficient space in box 15 to print State EINs that exceed 13 characters.

States that are currently known to issue Employer Identification Numbers that exceed 13 characters include Kansas, Utah, and Wisconsin.

Employers who are considering ordering W-2 Form ID LSR02A should first review all of their state EINs to confirm that none of them exceed 13 characters in length.

* * * * * * * * * * * * * * * * * * * * * * * * * *

Employers who report W-2 data to New Jersey should be aware that, because of the unusually large number of data items that New Jersey requires to be separately printed on Form W-2, there is a very high incidence of data overflow that results in the printing of a second New Jersey W-2 form for each employee with New Jersey reportable data. With the new requirement in tax year 2009 to print the amount deducted for New Jersey Family Leave Insurance (in addition to the amounts deducted for disability insurance and the various components of the New Jersey unemployment insurance program), the problem of data overflow for New Jersey W-2 reporting affected even more employees.

To avoid running short of W-2 forms, in determining the quantity of forms to order, it is suggested that employers anticipate that two forms will be needed for each instance of an employee with W-2 data to be reported to New Jersey.



New Direct Deposit File Run Control Options

Tax Update 10-C adds two new checkboxes to the Create Direct Deposit File run control page to provide additional user options for batching domestic (PPD) vs. international (IAT) transactions, and for including or excluding debit offset records in the direct deposit files created by the DDP001.SQR program:

Create Separate Files for IAT

Select this checkbox to report domestic (PPD) and international (IAT) transactions in separate direct deposit files. Some banks cannot process both domestic and international transactions together in a single file. When this checkbox is selected, the program DDP001.SQR will create separate direct deposit files for domestic vs. international transactions.

Exclude Debit Offset Records

Select this checkbox to exclude debit offset records from the direct deposit files created by DDP001.SQR. Some banks require that employers submit “unbalanced” files, meaning files that contain only the credit transactions which are depositing funds to their employees’ accounts, without any corresponding offsetting debit transaction(s) against the employers’ account(s). Selecting this checkbox will permit employers to create files that contain no debit offset transactions.

Create Direct Deposit File run control page BEFORE the changes delivered in Tax Update 10-C:



Create Direct Deposit File run control page AFTER the changes delivered in Tax Update 10-C:

For additional information on the changes to program DDP001.SQR delivered in Tax Update 10-C, see the entry for DDP001.SQR in the later section of this document U.S. SQRs Delivered in Tax Update 10-C/Other SQRs.

(Report ID 1941787000)



State Quarterly Wage Reporting – California

Beginning with data reported for the quarter ending September 30, 2010, California will accept only the following two types of magnetic media for the submission of California DE 6 Quarterly Wage and Withholding

Report information:

CD-R (Compact Disc-Recordable)

3 1/2-inch diskette

California will no longer accept tape or cartridge submissions.

http://www.edd.ca.gov/Payroll_Taxes/Electronic_Filing_Registration_and_Payment_Information.htm#MagneticMedia

The run control page for the California quarterly wage reporting program (TAX810CA.SQR) currently offers only these four standard reporting medium options: Cartridge, Diskette, Electronic*, and Tape.

CD-R is not currently an available option for Reporting Medium. However, since the CD-R reporting format is identical to the Tape reporting format, employers can select Reporting Medium = Tape to create a file which can be submitted to California on a CD-R.

No modifications to TAX810CA.SQR or the run control page are delivered in Tax Update 10-C.

* Note: “Electronic” is not currently a supported Reporting Medium for California quarterly wage reporting. If “Electronic” is selected as the Reporting Medium, the following warning message is generated: “Electronic is not a valid reporting medium for this state.” (2000,682)


Select Reporting Medium = Tape to create a file for CD-R submission to California.




10 – TAX 10C900 -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


Changes to State Quarterly Wage Reporting Run Control PagesAs illustrated on the following pages, Tax Update 10-C delivers changes to the State Quarterly Wage Reporting run control pages for the states listed below. For information on the changes made to each of the quarterly wage reporting programs, see the later section of this document Quarterly Reporting SQRs under U.S. SQRs Delivered in Tax Update 10-C.

Hawaii The Hawaii run control page is removed.

The Hawaii quarterly wage reporting program (TAX810HI.SQR) is now executed from the “Others” tab on the run control page.

Louisiana The Louisiana run control page is removed.

The Louisiana quarterly wage reporting program (TAX860LA.SQR) is now executed from the “Others” tab on the run control page.

Mississippi The Mississippi run control page is removed.

The Mississippi quarterly wage reporting program (TAX810MS.SQR) is now executed from the “Others” tab on the run control page.

Nevada The fields “Reporting Medium” and “Diskette Type” are removed from the Nevada run control page.

North Carolina The fields “Reporting Medium” and “Diskette Type” are removed from the North Carolina run control page.

North Dakota The fields “Reporting Medium” and “Diskette Type” are removed from the North Dakota run control page.

Oklahoma A new Oklahoma run control page is delivered.

The Oklahoma quarterly wage reporting program (TAX810OK.SQR) is no longer executed from the “Others” tab on the run control page.

(Report ID 1965993000)

Oregon The fields “Reporting Medium” and “Diskette Type” are removed from the Oregon run control page.

Pennsylvania The Pennsylvania run control page is removed.

The Pennsylvania quarterly wage reporting program (TAX810PA.SQR) is now executed from the “Others” tab on the run control page.

Texas The fields “Reporting Medium” and “Diskette Type” are removed from the Texas run control page.

(Report ID 1917714000 except as noted above for Oklahoma.)

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 TAX10C900-N O T E S . D O C - 11


State Quarterly Wage Reporting – Hawaii

Hawaii Run control page BEFORE Tax Update 10-C:

Tax Update 10-C removes the Hawaii run control page. The Hawaii quarterly wage reporting program (TAX810HI.SQR) will now be executed from the “Others” tab on the run control page:



State Quarterly Wage Reporting – Louisiana

Louisiana run control page BEFORE Tax Update 10-C:

Tax Update 10-C removes the Louisiana run control page. The Louisiana quarterly wage reporting program (TAX860LA.SQR) will now be executed from the “Others” tab on the run control page:



State Quarterly Wage Reporting – MississippiMississippi run control page BEFORE Tax Update 10-C:

Tax Update 10-C removes the Mississippi run control page. The Mississippi quarterly wage reporting program (TAX810MS.SQR) will now be executed from the “Others” tab on the run control page:



State Quarterly Wage Reporting – NevadaNevada run control page BEFORE the changes delivered in Tax Update 10-C:

Nevada run control page AFTER the changes delivered in Tax Update 10-C:


Reporting Medium and Diskette Type fields are removed.


State Quarterly Wage Reporting – North CarolinaNorth Carolina run control page BEFORE the changes delivered in Tax Update 10-C:

North Carolina run control page AFTER the changes delivered in Tax Update 10-C:




State Quarterly Wage Reporting – North DakotaNorth Dakota run control page BEFORE the changes delivered in Tax Update 10-C:

North Dakota run control page AFTER the changes delivered in Tax Update 10-C:




State Quarterly Wage Reporting – OklahomaBEFORE Tax Update 10-C, the Oklahoma quarterly wage reporting program (TAX810OK.SQR) was executed from the “Others” tab on the run control page:

Tax Update 10-C delivers a new run control page for specifically for Oklahoma:



State Quarterly Wage Reporting – Oregon

Oregon run control page BEFORE the changes delivered in Tax Update 10-C:

Oregon run control page AFTER the changes delivered in Tax Update 10-C:




State Quarterly Wage Reporting – PennsylvaniaPennsylvania run control page BEFORE Tax Update 10-C:

Tax Update 10-C removes the Pennsylvania run control page. The Pennsylvania quarterly wage reporting program (TAX810PA.SQR) will now be executed from the “Others” tab on the run control page:



State Quarterly Wage Reporting – Texas

Texas run control page BEFORE the changes delivered in Tax Update 10-C:

Texas run control page AFTER the changes delivered in Tax Update 10-C:




U.S. Changes

Federal / State Tax Table

State Effective Date of Table Entry

Table Update Description

$U(U.S. Federal)

03/19/2010 A new table entry dated 03/19/2010 is added which includes new entries on the Additional Rates page for the two new Tax Classes added to support the HIRE Act. (See the separate document HIRE Act-10C.doc delivered with this tax update for an explanation of the product modifications delivered with Tax Update 10-C related to the HIRE Act.)

Tax Class: FICA/ER X FICAtipERX

Calculation Type: % Tax Grs % Tax GrsTax Base: Disability DisabilityTax Rate: 0.062000 0.062000Max Gross: 106,800 106,800EE/ER Both: Employer Employer

(Report ID 1968137000)

AZ 07/01/2010 A table entry dated 07/01/2010 is added to support the new method mandated by Arizona for calculating Arizona tax to be withheld on wages paid after June 30, 2010.

See the separate document AZ SWT-10C.doc for information on the product modifications delivered in this tax update to implement the Arizona withholding tax changes.

(Report ID 1975601000)

IL 07/01/2010 The Illinois minimum wage is increased from $8.00 to $8.25 per hour effective July 1, 2010, per information posted on the website of the Illinois Department of Labor.

http://www.state.il.us/agency/idol/News/PDFs/mw.pdf

http://www.state.il.us/agency/idol/Facts/mw.htm

(Report ID 1979831000)

IN 01/01/2010 The table entry dated 01/01/2010 previously delivered in Tax Update 09-F is updated to reduce the 2010 taxable wage base for Indiana state unemployment insurance tax from the originally announced amount of $9,500 back to the previous year’s amount of $7,000. Indiana S.B. 23 signed into law on March 25, 2010, delays until tax year 2011 the $9,500 taxable wage base originally announced for tax year 2010, with the result that the taxable wage base for 2010 reverts back to the previous taxable wage base amount of $7,000.


http://www.state.il.us/agency/idol/Facts/mw.htm

http://www.state.il.us/agency/idol/News/PDFs/mw.pdf


State Effective Date of Table Entry

Table Update Description

http://www.in.gov/legislative/bills/2010/HCCP/CC002308.001.html

(Report ID 1973691000)

MA 01/01/2010 The employer contribution rate for the Massachusetts UI Health Insurance Program is increased from 0.12 % to 0.24 % of taxable wages for 2010, per information posted on the website of the Massachusetts Executive Office of Workforce Development. The taxable wage limit of $14,000 remains unchanged for 2010.

http://www.mass.gov/?pageID=elwdterminal&L=5&L0=Home&L1=Businesses&L2=Unemployment+Insurance+(UI)&L3=Understanding+Unemployment+Insurance&L4=Financing+the+Unemployment+Insurance+Program&sid=Elwd&b=terminalcontent&f=dua_revenue_srvc_uhi_contribution&csid=Elwd

Note: Because Massachusetts did not announce the 2010 rate increase for this employer-paid tax until late March, the total system-calculated tax may be under-calculated for employees paid in 2010 whose employment terminated prior to the implementation of the higher tax rate in the State Tax Table entry for Massachusetts. The system will self-adjust to the correct tax amount for employees who are paid at least once after the implementation of the higher tax rate.

(Report ID 1973263000)

NV 07/01/2010 The Nevada minimum wage is increased from $7.55 to $8.25 per hour effective July 1, 2010, per State of Nevada Minimum Wage 2010 Annual Bulletin published by Office of the Labor Commissioner.

http://www.laborcommissioner.com/docs/4-1-10%20ANNUAL%20BULLETIN%20for%20site%205-17-10.doc

(Report ID 1975926000)







http://www.in.gov/legislative/bills/2010/HCCP/CC002308.001.html


Local Tax Table

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

KY 227B Intermodal Transpark Authority (ITA) KY Transpark Tax (Warren County) (Report ID 1983197000)

New entry 0.015000 / Resident0.015000 / Nonresident

09/01/2003

MI 34000 Grand Rapids(Report ID 1985559000)

0.013000 / Resident0.006500 / NonresidentAnnual Exemption = $750

0.015000 / Resident0.007500 / NonresidentAnnual Exemption = $600

07/01/2010

OH 05116 Belle Center(Report ID 1987204000)

County = Noble County = Logan 01/01/1900correcting entry

25144 Elmore(Report ID 1987204000)

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

25144 Elmore(Report ID 1987204000)


29722 Genoa(Report ID 1987204000)


31304 Grandview Heights(Report ID 1986661000)

0.022500 / Resident0.022500 / Nonresident


07/01/2010

41608 Lakeview(Report ID 1987204000)

County = Steele County = Logan 01/01/1992correcting entry

44324 Lockbourne Village(Report ID 1987204000)

County = Pickaway County = Franklin 01/01/1995correcting entry

48160 Marysville(Report ID 1986661000)



07/01/2010

48468 Mayfield(Report ID 1986661000)



07/01/2010

51044 Mogadore(Report ID 1986661000)



07/01/2010

OH 57582 Oak Harbor(Report ID 1987204000)

County = Ottowa County = Ottawa 01/01/1900correcting



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

entry

57750 Oakwood Village(Report ID 1986661000)



07/01/2010

61112 Pataskala(Report ID 1986661000)

New entry 0.010000 / Resident0.010000 / NonresidentTaxing Entity Code = 619W2 Reporting Agency = RITA

07/01/2010

82418 Waynesville(Report ID 1986661000)

New entry 0.010000 / Resident0.010000 / Nonresident

07/01/2010

86604 Worthington(Report ID 1986661000)



07/01/2010

PA I510012CI510012M

Philadelphia(Report ID 1991066000)



07/01/2010

Local Tax Table – Pennsylvania Earned Income Tax

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

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

PA10CEIT.doc Word document PA10CEIT.xls Excel spreadsheet

(Report ID 1972041000)



Garnishment Rules Table (U.S.)

State Rule ID Effective Date

Action

$U LEVY/B/ADD

LEVY/H

LEVY/H/ADD

LEVY/S

LEVY/S

LEVY/S/ADD

LEVY/S/ADD

01/01/2001

01/01/2004

01/01/2004

01/01/2001

01/01/2005

01/01/1997

01/01/2001

Exemption Amount per Dependent is corrected from $254.67 to $241.67.

Exemption Amount 1 is corrected from $585.83 to $595.83.






(Report ID 1972099000)

AZ LEVY/H/ADD

LEVY/M/ADD

LEVY/S

01/01/2002

01/01/2004

01/01/2001


Exemption Amount per Allowance is corrected from $7,917.00 to $79.17.

Exemption Amount 1 is corrected from $391.66 to $379.17; andExemption Amount per Dependent is corrected from $250.00 to $241.67.

(Report ID 1972099000)

FL GENERAL 01/01/2000 A new table entry is added to correct the calculation of the funds available for garnishment under this rule. Steps 5, 6, and 7 of the Calculation Formula are changed to correctly calculate the amount exempt from garnishment as 75% of the amount in excess of $500 per week. Prior to the modification, the amount exempt from garnishment was incorrectly calculated as the greater amount of $500 per week or 75% of disposable earnings.

(Report ID 1988949000)

MD LEVY2 07/01/2002correcting entry

In Step 8 of the Calculation Formula, the operand following Element 1 is corrected from + to – .

(Report ID 1985848000)

SC TAX LEVY2 03/21/2006 The table entry is updated with a six-step calculation formula to correctly calculate disposable earnings based on the Federal disposable earnings rule. Prior to the modification, the table entry for South Carolina Rule ID TAX LEVY2 incorrectly used the same calculation formula as the table



State Rule ID Effective Date

Action

entry for South Carolina Rule ID TAXLEVY.

(Report ID 1985860000)



Canadian Changes

Canadian Tax Table Changes

Page Province Field Old Amount

New Amount

Effective Date

Provincial Rates BC Harmonized Sales Tax 0.00 12.00 01 Jul 2010

Provincial Rates NL Prov Tax Rate (V) 0.12800 0.12500 01 Jul 2010

Provincial Rates NL Prov Tax Rate (V) 0.15500 0.13300 01 Jul 2010

Provincial Rates NL Prov Constant (KP) $1,595.00 $1,501.00 01 Jul 2010

Provincial Rates NL Prov Constant (KP) $3,284.00 $2,002.00 01 Jul 2010

Provincial Rates NS Harmonized Sales Tax 13.00 15.00 01 Jul 2010

Provincial Rates NS Surtax Rate (V1A) 0.10000 0.00000 01 Jul 2010

Provincial Rates NS Annual Taxable Income (A) $0.00 $150,000.00 01 Jul 2010

Provincial Rates NS Prov Tax Rate (V) 0.00 0.24500 01 Jul 2010

Provincial Rates NS Prov Constant (KP) 0.00 $14,113.00 01 Jul 2010

Provincial Rates ON Provincial Sales Tax 8.00 0.00 01 Jul 2010

Provincial Rates ON Harmonized Sales Tax 0.00 13.00 01 Jul 2010

(Report IDs 1954720000 and 1982763000)



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

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

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:

FGPACCRL.CBL FGPCADJG.CBLFGPSGUPD.CBL PSPABUPD.CBLPSPBDUPD.CBL PSPBFLSA.CBLPSPCARRY.CBL PSPCBUPD.CBLPSPCKNBR.CBL PSPCKREV.CBLPSPCKSEQ.CBL PSPCKSGD.CBLPSPCKSGL.CBL PSPCKUNC.CBLPSPCKUPD.CBL PSPCLBLD.CBLPSPCNFER.CBL PSPCNFRM.CBLPSPCNTAX.CBL PSPCPCAL.CBLPSPCUPDT.CBL PSPDBUPD.CBLPSPDEDTX.CBL PSPEARRY.CBLPSPEBUPD.CBL PSPECALC.CBLPSPETIPC.CBL PSPFCCUR.CBLPSPFCERN.CBL PSPFCEXT.CBLPSPFCLOD.CBL PSPFCSHT.CBLPSPGBUPD.CBL PSPGPROR.CBLPSPGRNDE.CBL PSPIFLSA.CBLPSPIMEMP.CBL PSPIMRUN.CBLPSPIMSHT.CBL PSPLBUPD.CBLPSPMFLSA.CBL PSPOLCDL.CBLPSPOLCRN.CBL PSPPARRY.CBLPSPPDUPD.CBL PSPPSHOV.CBLPSPPSHUP.CBL PSPPYBLD.CBLPSPPYGRP.CBL PSPPYMSG.CBLPSPPYNET.CBL PSPPYREV.CBLPSPPYRUN.CBL PSPPYSHT.CBLPSPPYUNC.CBL PSPPYUPD.CBLPSPRPEX1.CBL PSPRPMSS.CBLPSPRPPS1.CBL PSPRPRNT.CBL



PSPRPRUN.CBL PSPRPUND.CBLPSPRPUPD.CBL PSPRUPDT.CBLPSPSBUPD.CBL PSPSFLSA.CBLPSPSHUPD.CBL PSPSTIMP.CBLPSPSTRUN.CBL PSPSTUNC.CBLPSPSTUPD.CBL PSPTADTE.CBLPSPTARRY.CBL PSPTARUN.CBLPSPTAXDT.CBL PSPTBUPD.CBLPSPTCALC.CBL PSPTUPDT.CBLPSPUBUPD.CBL PSPUNCNF.CBLPSPUPIMP.CBL PSPUPPAG.CBLPSPUPSHT.CBL PSPUSTAX.CBLPSPXBUPD.CBL PSPXUPDT.CBLPSPYBUPD.CBL PSPYUPDT.CBL

For Release 9 Changes are made to copy members:

PSCEARRY.CBL PSCEFLSA.CBLPSCPARRY.CBL PSCPAYLN.CBLPSCPSLCT.CBL PSCPYMSG.CBLPSCRFERY.CBL PSCRPEXA.CBLPSCSTTRT.CBL PSCTARRY.CBLPSCTAXDT.CBL PSCTAXWK.CBLPSCTMERY.CBL PSCTXARY.CBLPSCTXLNK.CBL PSCWKERY.CBL

Changes are made to store statements:

PSPBDUPD.DMS PSPCKUNC.DMS



Report IDs

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

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

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

Report ID Description

1948776000 Report ID 1948776000 modifies PSPBDUPD.CBL, PSPCKUNC.CBL, PSPBDUPD.DMS, and PSPCKUNC.DMS to successfully process U.S. savings bonds in the following scenarios:

For customers on a Sybase database only: After entering a Deduction End Date on the employee’s General Deduction Data page to discontinue a bond deduction, a fatal PeopleCode error occurred when creating the Additional Pay page to process the bond refund:

SQLError: Operand type clash: INT is incompatible with DATETIME; andSQL error in Exec. (2,280) BOND_SPEC_DATA.EMPLID. Name: refund_bond

PeopleCode (BOND_REF_WV and BOND_SPEC_DATA.EMPLID SavePostChange) is also modified to resolve the invalid date format encountered when creating an Additional Pay entry for a savings bond refund.

All platforms: The programs are modified to generate and display a new Bond Activity Sequence Number on an employee’s U.S. Savings Bond Activities page when the employee receives a savings bond refund initiated via a deletion/cancellation entry submitted on the U.S. Savings Bond Specification page. Prior to the modifications, when an employee received a savings bond refund in this method, the U.S. Savings Bond Activities page reflected the correct amount disbursed and “Refunded Balance” as the Bond Activity Status; however, because the Bond Activity Sequence Number was not incremented, the Bond Activity Sequence Number, the Check Number, and the Paycheck Issue Date incorrectly reflected previous historical activity. Note: A similar issue was resolved in Tax Update 10-B (Report ID 1899080000), but in that instance, the savings bond refund was initiated via the employee’s General Deduction Data page.

1952799000 Report ID 1952799000 modifies PSPTCALC.CBL to correctly calculate the taxable wages and associated tax for the New York Metropolitan Commuter Transportation Mobility Tax (New York MTA Payroll Tax) when employees are paid tip earnings. Prior to the modifications, the following issues occurred:

Scenario 1: Employee is paid regular and tip earnings on the same paycheck. When PAYCALC was processed, the New York MTA Payroll Tax taxable wage amount and the associated tax were not reflected on the paycheck.

Scenario 2: The New York MTA Payroll Tax taxable wages incorrectly reflected the taxable wages for a different employee in a some situations where multiple employees had Paylines processed on the same page, for example:

Employee #1 works in New Jersey and is not subject to the MTA Payroll Tax.Employee #2 works in New York and is paid regular wages subject to MTA Payroll Tax.Employee #3 works in New York and is paid regular wages and tips both subject to MTA Payroll tax.Employee #4 works in New Jersey and is not subject to the MTA Payroll Tax.Employee #5 works in New York and is paid regular wages and tips subject to MTA Payroll tax.

Prior to the modifications, the MTA Payroll Tax taxable wages for Employee #3 and Employee #5 were




incorrect in the above scenario. The taxable wage amount reported for Employee #2 was erroneously also reported as the taxable wage amount for Employee #3, and the taxable wage amount reported for Employee #4 was erroneously also reported as the taxable wage amount for Employee #5. The MTA Payroll Tax was calculated incorrectly as a result of these errors in the taxable wage amounts.

1956883000 Report ID 1956883000 modifies PSCEARRY.CBL, PSPCNTAX.CBL and PSPCPCAL.CBL to correctly calculate the bonus tax for a straight commission employee that receives a bonus payment in the first pay period of the year. Prior to the modifications, no taxes were deducted for the bonus payment. In addition, PSPCNTAX was modified to deduct tax on a bonus payment when the employee’s total annual income is less than $5,000.

1960106000 Report ID 1960106000 modifies PSPPYNET.CBL and PSPUSTAX.CBL to correctly calculate Vermont tax on supplemental wage payments when an employee exceeds the $1 million threshold that triggers imposition of the higher U.S. Federal supplemental tax rate.

The delivered values in the State Tax Table for Vermont are as follows:

Paid with Regular Wages: Percent of Taxable GrossSeparate Payment: Aggregate-No Tax Else Percent

Supplemental Wage Rate: 0.067500 (equivalent to 27% of the 25% U.S. Federal tax rate)Special Tax Amount 1: 0.094500 (equivalent to 27% of the 35% U.S. Federal tax rate required on

supplemental wage payments in excess of $1 million annually)

Prior to the modifications, when an employee was paid supplemental wages on a separate check with no tax withheld from previous wages paid in the same calendar year, the aggregate tax method was incorrectly applied to the entire supplemental taxable wage amount instead of only to the portion of supplemental taxable wages under the $1 million threshold.

Example: An employee’s first payment in the calendar year is a payment of $1,002,000.00 in supplemental wages on a single check. Because no tax has been withheld from the employee thus far in the calendar year, the aggregate tax method should be used to calculate the Vermont tax to be withheld on the first $1,000,000.00 of the wages in this payment, and the Vermont flat supplemental tax rate of 9.45% should be used to calculate the Vermont tax to be withheld from the remaining $2,000.00 of the wages in this payment. Prior to the modifications, the system incorrectly calculated the Vermont withholding tax using the aggregate method on the entire $1,002,000.00 payment (instead of on only the first $1,000,000.00), and failed to correctly apply the Vermont flat supplemental tax rate of 9.45% to the $2,000.00 of wages in excess of $1 million threshold.

1964798000 Report ID 1964798000 modifies the following list of COBOL modules for general code maintenance:

FGPACCRL.CBL FGPCADJG.CBL FGPSGUPD.CBL PSCPAYLN.CBLPSCPSLCT.CBL PSCPYMSG.CBL PSCRPEXA.CBL PSPABUPD.CBLPSPBDUPD.CBL PSPBFLSA.CBL PSPCARRY.CBL PSPCBUPD.CBLPSPCKNBR.CBL PSPCKREV.CBL PSPCKSEQ.CBL PSPCKSGD.CBLPSPCKSGL.CBL PSPCKUNC.CBL PSPCKUPD.CBL PSPCLBLD.CBLPSPCNFER.CBL PSPCNFRM.CBL PSPCUPDT.CBL PSPDBUPD.CBLPSPEARRY.CBL PSPEBUPD.CBL PSPECALC.CBL PSPETIPC.CBLPSPFCCUR.CBL PSPFCERN.CBL PSPFCEXT.CBL PSPFCLOD.CBLPSPFCSHT.CBL PSPGBUPD.CBL PSPGRNDE.CBL PSPIFLSA.CBL




PSPIMEMP.CBL PSPIMRUN.CBL PSPIMSHT.CBL PSPLBUPD.CBLPSPMFLSA.CBL PSPOLCDL.CBL PSPOLCRN.CBL PSPPARRY.CBLPSPPDUPD.CBL PSPPSHOV.CBL PSPPSHUP.CBL PSPPYBLD.CBLPSPPYGRP.CBL PSPPYMSG.CBL PSPPYNET.CBL PSPPYREV.CBLPSPPYRUN.CBL PSPPYUNC.CBL PSPPYUPD.CBL PSPRPEX1.CBLPSPRPMSS.CBL PSPRPPS1.CBL PSPRPRNT.CBL PSPRPRUN.CBLPSPRPUND.CBL PSPRPUPD.CBL PSPRUPDT.CBL PSPSBUPD.CBLPSPSHUPD.CBL PSPSTIMP.CBL PSPSTRUN.CBL PSPSTUNC.CBLPSPSTUPD.CBL PSPTADTE.CBL PSPTARUN.CBL PSPTBUPD.CBLPSPTUPDT.CBL PSPUBUPD.CBL PSPUNCNF.CBL PSPUPIMP.CBLPSPUPPAG.CBL PSPUPSHT.CBL PSPXBUPD.CBL PSPXUPDT.CBLPSPYBUPD.CBL PSPYUPDT.CBL

1968137000 Report ID 1968137000 modifies PSPDEDTX.CBL, PSPPYNET.CBL, PSPTARRY.CBL, PSPTCALC.CBL, PSPUSTAX.CBL and copymember PSCEARRY.CBL, PSCEFLSA.CBL, PSCPARRY.CBL, PSCRFERY.CBL, PSCSTTRT.CBL, PSCTARRY.CBL, PSCTAXWK.CBL, PSCTMERY.CBL, PSCTXARY.CBL, PSCTXLNK.CBL and PSCWKERY.CBL to support the implementation of the employer payroll tax exemption provision of the Hiring Incentives to Restore Employment (HIRE) Act of 2010.

See the separate document HIRE Act-10C.doc delivered with this tax update for detailed information on the product modifications delivered in Tax Update 10-C to support the employer payroll tax exemption provision of the HIRE Act.

1972344000 Report ID 1972344000 modifies PSPGPROR.CBL to successfully process a paycheck calculation for an employee in the following scenario:

1. The employee is subject to two child support garnishments invoking the proration rule PCTALL (e.g., Wisconsin); and

2. The employee is paid tip earnings that are taxable and subject to garnishments, but which do not add to gross wages; and

3. The employee is also paid another taxable earnings type that is subject to garnishments and which does add to gross wages (e.g., regular earnings), but which is insufficient in amount to cover all of the employee’s taxes and child support garnishment deductions.

The expected result is that the employee’s paycheck will be calculated by first deducting all required taxes and then applying the remaining amount toward the two child support garnishments, resulting in $0.00 net pay. Prior to the modifications, in this specific scenario, PAYCALC issued error 000044:

“The net pay calculated for this check is a negative amount”'.

1975601000 Report ID 1975601000 modifies PSPTAXDT.CBL, PSPTCALC.CBL, PSPUSTAX.CBL and copy members PSCSTTRT.CBL, PSCTAXDT.CBL and PSCTXLNK.CBL to support the new Arizona withholding tax method. Effective beginning with wages paid on or after July 1, 2010, Arizona withholding tax will be calculated as one of six employee-specified percentages of the employee's gross taxable wages. Previously, Arizona withholding tax was calculated as one of six employee-specified percentages of the employee's U.S. federal income tax withholding amount.

See the separate document AZ SWT-10C.doc delivered with this tax update for information on all of the product modifications delivered in Tax Update 10-C to support the new Arizona withholding tax calculation.

1976660000 Report ID 1976660000 modifies PSPPARRY.CBL, PSPPYSHT.CBL, and PSPPYUPD.CBL to




remove extraneous and obsolete program calls to Student Financials modules. These calls are no longer required because the associated functionality was related to older releases of Campus Solutions.

1992003000 Report ID 1992003000 modifies PSPSFLSA.CBL to resolve a rounding issue that occurs when an employee's FLSA period begins on a scheduled day off according to the Work Schedule defined on their Pay Group Table, and the employee has a mid-period Job Data change that becomes effective the day immediately following that scheduled day off. Prior to the modifications, this situation resulted in an abend when running the Pay Calculation process.



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

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

Quarterly Reporting SQRs

SQR Description

TAX007.SQR TAX007.SQR produces the Quarterly Federal Tax Summary Report. The program is redelivered with modifications to support implementation of the employer payroll tax exemption provision of the Hiring Incentives to Restore Employment (HIRE) Act of 2010.

For employees who are designated with the new FICA Status of “ER FICA Exmpt” during the payroll calculation, negative dollar amounts for the two new tax classes representing forgiven employer FICA/OASDI taxes will be included in the dollar amounts shown in the TxGrs QTD and Tax QTD columns in the FICA - OASDI section of the report, on the separate line of “EMPLOYER” amounts that is printed for an employee whose employee and employer FICA/OASDI taxable wages and FICA/OASDI tax amounts do not match.

Tax Class 8 - ER FICA OASDI Exempt (Forgiven employer OASDI tax on wages)Tax Class 9 - ER FICA OASDI Exempt (Tips) (Forgiven employer OASDI tax on tips)


(Report ID 1968137000)

TAX810HI.SQRTAX810MS.SQRTAX810NC.SQRTAX810ND.SQRTAX810PA.SQRTAX810TX.SQRTAX810WA.SQR

TAX860LA.SQRTAX860NV.SQRTAX860OR.SQR

TAX810xx.SQR (where ‘xx’ represents the 2-character alphabetic state code) reports state quarterly wage and tax data in various formats (e.g., ICESA, state specific formats, etc), except for the MMREF-1 (EFW2) format. TAX860xx.SQR (where ‘xx’ represents the 2-character alphabetic state code) reports state quarterly wage and tax data in the MMREF-1 (EFW2) format.

For the following states which prefer or mandate electronic reporting, the programs will now create output files in the electronic file format only: Hawaii, Louisiana, Mississippi, Nevada, North Carolina, North Dakota, Oregon, Pennsylvania, Texas, and Washington. (Note: There are no changes to the actual record layouts or file formats for these states, but other previously acceptable file output options such as cartridge or diskette are eliminated.)

Specific run control pages (and the page tabs that were previously used to access them) for the following states are removed because they are no longer required:

Hawaii Louisiana Mississippi Pennsylvania

The programs for the above states will now be executed from the “Others” tab on the run control page.

Mississippi requires that a separate file be created for each Company for which data is submitted electronically. For this reason, each file created by TAX810MS.SQR will be named using the format T81MSxxx, where “xxx” represents a volume identifier for each three-digit Company code.



SQR Description

For Pennsylvania, the contact name and telephone number will now be obtained from the Define Quarterly Tax Reporting/Electronic Parameters page.

* * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * *Because they are no longer needed, the Reporting Medium and Diskette Type fields are removed from the run control pages for the following states:

Nevada North Carolina North Dakota Oregon Texas

See “Changes to Quarterly Wage Reporting Run Control Pages” in the Special Notes section earlier in this document for illustrations of the run control page changes for each of the above-listed states.

TAX810WA.SQR is modified to remove code that created the output file for Washington in cartridge format. No modification to the run control page for Washington was necessary.

* * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * *PeopleCode is also modified to suppress the erroneous issuance of the following error message when the run control is submitted to execute the quarterly wage and tax reporting programs for any of the states listed above:

“2000, 682: Electronic is not a valid reporting medium for this state"

(Report ID 1917714000)

TAX810OK.SQR TAX810OK.SQR reports quarterly wage data to the state of Oklahoma in the ICESA format. The program is redelivered with modifications to include the “T” record in the file as is required when the file is submitted electronically, which is the filing method now preferred by the Oklahoma Employment Security Commission. Prior to the modifications, the program supported only cartridge reporting for Oklahoma reporting. Cartridge reporting required only the “E” and “S” records but did not require the “T” Record.

A new Oklahoma-specific run control record (PS_RUNCTL_TAX810OK) is also delivered for TAX810OK.SQR to accommodate the following items of data which are required in the new “T” record. Values for items 2 through 5 must be entered for each Company for which data will be reported on the file submitted to Oklahoma.

1. UI Tax Rate (PeopleCode will display the UI Tax Rate for each Company based on the tax rate entered on the Company State Tax Table page.)

2. Taxes Due3. Month 1 Count4. Month 2 Count5. Month 3 Count

Monthly employee counts can be obtained by running TAX004.SQR, Multiple Worksite Report.

http://www.ok.gov/oesc_web/Services/Unemployment_Insurance/OES-3_Quarterly_Report.html

(Report ID 1965993000)





Other U.S. SQRs

SQR Description

DDP001.SQRPAYRNCTL.SQC

DDP001.SQR creates the Direct Deposit Transmittal File and PAYRNCTL.SQC retrieves the associated run control parameters. The programs are modified to use user-specified values from two new checkboxes which are added to the run control page, to provide users with additional reporting options in creating direct deposit files:

Create Separate Files for IAT Exclude Debit Offset Records

See the separate section earlier in this document on “New Direct Deposit File Run Control Options” for an illustration of these two new checkboxes as they appear on the modified run control page.

Create Separate Files for IAT

Prior to the modifications, DDP001.SQR created a single direct deposit file containing both domestic (PPD) and international (IAT) transactions. This single file format is fully compliant with the ACH Rules specifications published by NACHA, which require only that domestic and international transactions be batched separately within a single file. However, some banks require their customers to submit domestic and international transactions in separate files, even though NACHA does not require this. The modifications to DDP001.SQR to use the new Create Separate Files for IAT checkbox which is added to the run control page will allow employers to comply with bank requirements for separate files.

(continued on next page)

DDP001.SQRPAYRNCTL.SQC(continued)

Exclude Debit Offset Records

Prior to the modifications to DDP001.SQR to support the reporting of International ACH Transactions (IATs) first delivered in Tax Update 09-D, the program created direct deposit files that contained only domestic (PPD) transactions, and the program included the debit offset record (PPD Entry Detail Record Type Code “6”/Transaction Code “27”) within the same batch of PPD credit transactions for deposit to employee bank accounts. With the modification of the program to support IAT processing requirements, the debit offset record could no longer be included in the file as a PPD transaction, because ACH Rules require that for IAT credit transactions, either (a) the debit offset transaction itself must also be an IAT format transaction (which is not possible because of the seven addenda records that would be required) or (b) the debit offset transaction must be a separately batched CCD type transaction, which is the option that was followed when DDP001.SQR was first modified to support the processing of International ACH Transactions.

Many employers and their banks do not want and/or cannot process files containing separately batched CCD type debit offset records, particularly when the file contains only domestic PPD credit transactions and no international (IAT) transactions, and the separate batching of the debit offset record would therefore not otherwise be required. Even though the files created by DDP001.SQR containing the CCD type debit offset records were completely in compliance with all NACHA requirements and ACH Rules specifications, employers reported that their banks would not accept files containing such CCD type debit offset records. To accommodate the needs of these employers, DDP001.SQR is modified to make inclusion of debit offset records in the direct deposit files a user-defined option.

When the Exclude Debit Offset Records checkbox is not selected, the program will include debit offset entries in the direct deposit files in the following way:

Debit offset entries will be batched separately as CCD transactions when (a) the Create Separate Files checkbox is not selected; and (b) when the Create Separate Files checkbox is selected and the file contains only international (IAT) transactions.



SQR Description

When the Create Separate Files checkbox is selected and the file contains only domestic (PPD) transactions, the debit offset entry will be included as a PPD type transaction (PPD Entry Detail Record Type Code “6”/Transaction Code “27”) within the same batch of the PPD credit entries for which it is the debit offset.

The program is also modified to create a separate debit offset entry for each pay group when there are two or more pay groups with different check dates in the same Company with the same Pay Run ID. Prior to this modification, the file contained only a single debit offset entry at the end of the file in this situation.

In addition, DDP001.SQR is also modified to correct unreferenced variables and to resolve a DB2 issue with the dir_dep_distrib.priority field.

(Report ID 1941787000)

PAYGL01.SQR PAYGL01.SQR is the Payroll General Ledger Interface Process. The program is modified to support the implementation of the employer payroll tax exemption provision of the Hiring Incentives to Restore Employment (HIRE) Act of 2010.

For employees who are designated with the new FICA Status of “ER FICA Exmpt” during the payroll calculation, negative dollar amounts from the two new tax classes representing forgiven employer FICA/OASDI taxes will both post to the same existing general ledger accounts that the corresponding positive dollar amounts (for OASDI employer tax expense and liability) are posted to. The negative dollar amounts associated with these new tax classes will appear as separate line items on the general ledger summary report, for which no modifications were necessary.



(Report ID 1968137000)

TAX001.SQR TAX001.SQR produces the Tax Deposit Summary Report. The program is modified to support the implementation of the employer payroll tax exemption provision of the Hiring Incentives to Restore Employment (HIRE) Act of 2010.

For employees who are designated with the new FICA Status of “ER FICA Exmpt” during the payroll calculation:

The total negative dollar amount associated with forgiven employer FICA/OASDI tax on wages (new Tax Class 8 - ER FICA OASDI Exempt) will be reported in the Taxable Gross and Employer columns on the line identified with “FICAX” in the Type column.

The total negative dollar amounts associated with forgiven employer FICA/OASDI tax on tips (new Tax Class 9 - ER FICA OASDI Exempt (Tips) ) will be reported in the Taxable Gross and Employer columns on the line identified with “FICATipX” in the Type column.




SQR Description

(Report ID 1968137000)

TAX010HA.SQR TAX010HA.SQR is a new version of the Quarterly Federal Tax Summary Report (modeled on the existing TAX010FD.SQR report). TAX010HA.SQR reports the negative dollar amounts that represent forgiven employer-paid FICA/OASDI taxes on wages and tips under the employer payroll tax exemption provision of the Hiring Incentives to Restore Employment (HIRE) Act of 2010. These dollar amounts are displayed in the Employer Taxable Wages and Employer Tax columns for each of these two new tax classes:


The new TAX010HA.SQR report is delivered in order to avoid the need to make any modification to the existing TAX010FD.SQR report for the temporary duration of the employer payroll tax exemption provision of the HIRE Act, which is scheduled to expire on December 31, 2010. Reporting these HIRE Act-related amounts separately on TAX010HA.SQR will also ensure that they are available as needed for reporting on Form 941.

Note: To obtain the “net” total amounts of Taxable Wages and Employer Tax for employer-paid FICA OASDI tax on wages and employer-paid FICA OASDI tax on tips, you will need to combine the amounts from the TAX010FD.SQR and TAX010HA.SQR reports.

TAX010HA.SQR is run from the same run control page as TAX010FD.SQR, at Pay Period Tax Reports USA > Federal Tax Summary. On the Process Scheduler Request, select “Tax Summary Report – HIRE Act.”

See the separate document HIRE Act-10C.doc delivered with this tax update for detailed information on the product modifications delivered in Tax Update 10-C to support the employer payroll tax exemption provision of the HIRE Act. (Report ID 1968137000)

TAX014.SQR TAX014.SQR produces the Federal Liability by State Report. The program is modified to support the implementation of the employer payroll tax exemption provision of the Hiring Incentives to Restore Employment (HIRE) Act of 2010.

For employees who are designated with the new FICA Status of “ER FICA Exmpt” during the payroll calculation, negative dollar amounts for the two new tax classes representing forgiven employer FICA/OASDI taxes will be included in the amounts shown in the Taxable Gross and Employer Tax columns on the report line for Tax Type OASDR:



(Report ID 1968137000)

TAX019.SQR TAX019.SQR produces the Employee Tax Information Report. The program is modified to correctly produce the report only when both the Pay Run ID and Empl ID are entered for the Report Request



SQR Description

Parameters, to resolve the following issues:

1. Prior to the modifications, if only the Pay Run ID was entered, the following error was generated: “Error Employee ID not valid. No tax information has been found for the employee: No report has been generated.”

With the modifications, PeopleCode will now display the following message: “Empl ID is required (2000,833). You must provide an Employee ID.”

2. Prior to the modifications, if only the Empl ID was entered, the following error was generated: “Run ID not valid for any Pay Calendar. No tax information has been found for the employee: No report has been generated.”

With the modifications, PeopleCode will now display the following message: “Pay Run ID is required (2000,832). You must provide a Pay Run ID.”

3. Prior to the modifications, when both the Pay Run ID and Empl ID were correctly entered, an erroneous error was generated even though the report was successfully generated: “No tax information has been found for the employee: No report has been generated.”

With the modifications, the invalid error message is no longer displayed.

(Report ID 1954910000)

TAX516AZ.SQR TAX516AZ.SQR is a special program designed to assist employers in implementing Arizona state income tax withholding rate changes. The program is redelivered with modifications for the implementation of the Arizona withholding tax calculation changes effective July 1, 2010.

See the separate document AZ SWT-10C.doc delivered with this tax update for detailed information on the use of the TAX516AZ.SQR program and the other product modifications delivered in Tax Update 10-C to support the new Arizona withholding tax calculation.

(Report ID 1975601000)



Canadian SQRs delivered with Tax Update 09-F 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 MyOracle Support.

SQR Description

PYSSPXML.SQC We modified PYSSPXML.SQC to account for all wage loss plans when generating the year-to-date earnings and tax totals for the Canadian Pay Cheque PDF, Pay Advice PDF and Self-Service Manual Cheque PDF.

Prior to the modifications, the year-to-date totals for earnings and taxes provided the totals for one wage loss plan only. It did not account for multiple wage loss plans when employees either changed wage loss plans during the year, or when there were multiple wage loss plans attached to multiple jobs.

(Report ID 1965647000 posted to My Oracle Support on 29 March 2010)



Previous Updates

Tax Update 10-B U.S. – State withholding tax corrections for Connecticut and District of Columbia; Oregon withholding tax changes; 2010 state unemployment taxable wage base reductions for Florida and Hawaii; update to State Tax Reciprocity Table entry for Minnesota residents working in Wisconsin; SWT Marital Status Table entry corrections for Arkansas and New York; Local Tax Table changes for Alabama, Kentucky, Ohio, Oregon, and Pennsylvania; Local Tax Reciprocity Table entry update for Mason, Ohio; Garnishment Rules Table entry updates for Michigan; redelivered SQR programs.

Canada – No legislated changes.

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

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



Appendix: Object Changes delivered in Tax Update 10-C

Components:

Name Description 801 831 881 890 900 910RUN_TAX810ND-SC Report ID 1965993000

Added new page RUNCTL_TAX810OK.

Fields:

Field Description 801 831 881 890 900 910FICA_STATUS_EE Report ID 1968137000

Added translate value 'H'.PY_DDP_EXCL_OFFS Report ID 1941787000

Added new field.PY_DDP_SEP_FILES Report ID 1941787000

Added new field.SUT_EXPERIENCE_RT Report ID 1965993000

Added new label.TAX_CLASS Report ID 1968137000

Added translate value '8' AND '9'.TX810_1_BTN3 Report ID 1917714000

Modified label TX810_3_BTN1 description.TX810_2_BTN1 Report ID 1917714000



Modified label TX810_3_BTN2 description.

Report ID 1965993000Added ‘OK’ to label Long and Short names.

TX810_3_BTN3 Report ID 1965993000Added ‘PA’ to label Long and Short names.

PERCENT_OF_FWT Report ID 1975601000Added new label AZ_SWT_PERCENT.

ST_TAX_TYPE Report ID 1975601000Modified translate value 'P' effective July 1, 2010.

SUPPL_CON_METHOD Report ID 1975601000Added translate value 'E' effective July 1, 2010.

SUPPL_SEP_METHOD Report ID 1975601000Added translate value 'E’ effective July 1, 2010.

Message Catalog:

Message Set Number

Message Number

Description 801 831 881 890 900 910

2000 832833

Report 1954910000Added new messages.

2000 834 Report 1975601000Added new message.



Pages:

Name Description 801 831 881 890 900 910RUNCTL_DDP001 Report ID 1941787000

Added new checkboxes.RUNCTL_TAX810HI Report ID 1917714000

Removed Reporting Medium and Diskette fields.RUNCTL_TAX810ID Report ID 1917714000

Modified Page Activate PeopleCode.RUNCTL_TAX810IL Report ID 1917714000

Modified Page Activate PeopleCode.RUNCTL_TAX810ME Report ID 1917714000

Modified Page Activate PeopleCode.RUNCTL_TAX810MS Report ID 1917714000

Removed Reporting Medium and Diskette fields.RUNCTL_TAX810NC Report ID 1917714000

Removed Reporting Medium and Diskette fields.RUNCTL_TAX810ND Report ID 1917714000

Removed Reporting Medium and Diskette fields.RUNCTL_TAX810NE Report ID 1965993000

Modified Page Activate PeopleCode.RUNCTL_TAX810NV Report ID 1917714000

Removed Reporting Medium and Diskette fields.RUNCTL_TAX810NY Report ID 1965993000

Modified Page Activate PeopleCode.RUNCTL_TAX810OK Report ID 1965993000

Added new page.RUNCTL_TAX810OR Report ID 1917714000

Removed Reporting Medium and Diskette fields.Modified Page Activate PeopleCode.

RUNCTL_TAX810PA Report ID 1917714000Removed Reporting Medium and Diskette fields.

Report ID 1965993000Modified Page Activate PeopleCode.

RUNCTL_TAX810PR Report ID 1965993000Deleted Page Activate PeopleCode.

Report ID 1965993000Modified Page Activate PeopleCode.

RUNCTL_TAX810TX Report ID 1917714000Removed Reporting Medium and Diskette fields.

RUNCTL_TAX860LA Report ID 1917714000Removed Reporting Medium and Diskette fields.

TAX_DATA3 Report ID 1975601000Selected new label for field PERCENT_OF_FWT.

TAX_DATA4 Report ID 1975601000Selected new label for field PERCENT_OF_FWT.

Pay Message Table:Pay Message Number

Description 801 831 881 890 900 910

020003 Report ID 1969006000.Modified message description.



Records:Name Field Description Create/

Alter801 831 881 890 900 910

BOND_REF_VW Report ID 1948776000Modified SQL.

Create

BOND_SPEC_DATA EMPLID Report ID 1948776000Modified SavePostChange PeopleCode.

DERIVED_PAY TX810_1_BTN3 Report ID 1917714000Modified FieldChange PeopleCode.

TX810_2_BTN1 Report ID 1917714000Modified FieldChange PeopleCode.




SUT_EXPERIENCE_RT Report ID 1965993000Added field to the record.

FUNCLIB_PAY TAX_LOCATION_CD Report ID 1975601000Modified FieldFormula PeopleCode.

PAY_CHECK PAY_SHEET_SRC Report ID 1941787000Modified SavePreChange PeopleCode.

RC_PAY EMPLID Report ID 1954910000Modified SaveEdit PeopleCode.

RC_PAYINIT PY_DDP_EXCL_OFFSPY_DDP_SEP_FILES

Report ID 1941787000Added 2 new fields to the record.

Alter

RC_QTR_UI REPORTING_MEDIUM Report ID 1917714000Modified RowInit, SaveEdit and SavePreChange PeopleCode.

RC_TAX810OK OPRID Report ID 1965993000Added new record and RowInit PeopleCode.

Create

COMPANY Report ID 1965993000Added FieldChange PeopleCode.Added RowInit PeopleCode.

STATE_TAX_DATA STATE Report ID 1975601000Modified FieldChange PeopleCode.

Report ID 1975601000 Modified RowInit PeopleCode.

STATE_TAX_DATA EMPLID Report ID 1975601000Modified SaveEdit PeopleCode.

Security (Permission List) Changes:Menu Menu

ItemDescription 801 831 881 890 900 910

MANAGE_QUARTERLY_TAX_RPTG_US Manage Quarterly Tax Rptg(US)

Report ID 1965993000Added access to new Oklahoma page on component RUN_TAX810ND-SC for permission lists:HCCPPY1000HCCPFGALLP



Translate Values:

Field Description 801 831 881 890 900 910FICA_STATUS_EE Report ID 1968137000

Added translate value 'H'.TAX_CLASS Report ID 1968137000

Added translate values of ‘8’ and '9'.

XMLP Report Definition:Report Name Description 900 910PYW208S_EE Report ID 1956921000

Reduced file size for W-2 Employee Self-Service Form 2008 template.

XMLP Template Definition:Template ID Description 900 910PYW208S_EE_1 Report ID 1956921000

Reduced file size for W-2 Employee Self-Service Form 2008 template.


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