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PEOPLESOFT PAYROLL FOR NORTH AMERICA TAX UPDATE 16-A TAX UPDATE NOTES - RELEASE 9.1 PeopleSoft Payroll for North America Tax Update 16-A includes updates to U.S. and Canadian tax tables, COBOL program changes, object changes, and redelivered 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. Many of the U.S. tax table changes delivered in this tax update were also previously delivered in Patch 22184832, posted to My Oracle Support on 22 December 2015. All of the Canadian tax table changes delivered in this tax update were also previously delivered in Patch 21305376, posted to My Oracle Support on 17 December 2015. A list of COBOL program changes A summary of the SQRs delivered with this tax update An appendix listing the object changes delivered with this tax update For Release 9.1, the tax update package also includes the following documentation files: UPD924776_INSTALL.htm “PeopleSoft Application Update Installation Instructions” UPD924776_CODECHANGES.rtf PS Print Project Report for Release 9.1 P EOPLE S OFT P ROPRIETARY AND C ONFIDENTIAL TAX16A910- NOTES . DOC - 1

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Page 1: 9.10 - PeopleSoft Payroll Tax Update 16-A · Web viewPeopleSoft Payroll for North America Tax Update 16-A Tax Update Notes - Release 9.1 PeopleSoft Payroll for North America Tax Update

PEOPLESOFT PAYROLL FOR NORTH AMERICA

TAX UPDATE 16-ATAX UPDATE NOTES - RELEASE 9.1

PeopleSoft Payroll for North America Tax Update 16-A includes updates to U.S. and Canadian tax tables, COBOL program changes, object changes, and redelivered 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.

Many of the U.S. tax table changes delivered in this tax update were also previously delivered in Patch 22184832, posted to My Oracle Support on 22 December 2015. All of the Canadian tax table changes delivered in this tax update were also previously delivered in Patch 21305376, posted to My Oracle Support on 17 December 2015.

A list of COBOL program changes

A summary of the SQRs delivered with this tax update

An appendix listing the object changes delivered with this tax update

For Release 9.1, the tax update package also includes the following documentation files:

UPD924776_INSTALL.htm “PeopleSoft Application Update Installation Instructions” UPD924776_CODECHANGES.rtf PS Print Project Report for Release 9.1

Follow the instructions in the UPDxxxxxx_INSTALL.htm document to apply this tax update. Before applying Tax Update 16-A, you must apply all previous tax updates.

With the exception of the U.S. and Canadian tax table changes previously posted in Patch Numbers 22184832 and 21305376 as indicated above, unless otherwise indicated by a specific posting date, patch numbers referenced in these tax update notes have not been posted to My Oracle 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 TAX16A 910- N O T E S .D O C - 1

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P E O P L E SO F T PA Y R O L L F O R N O R T H A M E R I C A T A X U P D A T E 16-A - R E L E A S E 9 .1 JANUARY 15, 2016

Copyright © 2016, Oracle and/or its affiliates. All rights reserved.

This software and related documentation are provided under a license agreement containing restrictions on use and disclosure and are protected by intellectual property laws. Except as expressly permitted in your license agreement or allowed by law, you may not use, copy, reproduce, translate, broadcast, modify, license, transmit, distribute, exhibit, perform, publish, or display any part, in any form, or by any means. Reverse engineering, disassembly, or decompilation of this software, unless required by law for interoperability, is prohibited.

The information contained herein is subject to change without notice and is not warranted to be error-free. If you find any errors, please report them to us in writing.

If this is software or related documentation that is delivered to the U.S. Government or anyone licensing it on behalf of the U.S. Government, the following notice is applicable:

U.S. GOVERNMENT RIGHTS Programs, software, databases, and related documentation and technical data delivered to U.S. Government customers are "commercial computer software" or "commercial technical data" pursuant to the applicable Federal Acquisition Regulation and agency-specific supplemental regulations. As such, the use, duplication, disclosure, modification, and adaptation shall be subject to the restrictions and license terms set forth in the applicable Government contract, and, to the extent applicable by the terms of the Government contract, the additional rights set forth in FAR 52.227-19, Commercial Computer Software License (December 2007). Oracle America, Inc., 500 Oracle Parkway, Redwood City, CA 94065.

This software or hardware is developed for general use in a variety of information management applications. It is not developed or intended for use in any inherently dangerous applications, including applications that may create a risk of personal injury. If you use this software or hardware in dangerous applications, then you shall be responsible to take all appropriate fail-safe, backup, redundancy, and other measures to ensure its safe use. Oracle Corporation and its affiliates disclaim any liability for any damages caused by use of this software or hardware in dangerous applications.

Oracle and Java are registered trademarks of Oracle and/or its affiliates. Other names may be trademarks of their respective owners.

Intel and Intel Xeon are trademarks or registered trademarks of Intel Corporation. All SPARC trademarks are used under license and are trademarks or registered trademarks of SPARC International, Inc. AMD, Opteron, the AMD logo, and the AMD Opteron logo are trademarks or registered trademarks of Advanced Micro Devices. UNIX is a registered trademark of The Open Group.

This software or hardware and documentation may provide access to or information on content, products, and services from third parties. Oracle Corporation and its affiliates are not responsible for and expressly disclaim all warranties of any kind with respect to third-party content, products, and services. Oracle Corporation and its affiliates will not be responsible for any loss, costs, or damages incurred due to your access to or use of third-party content, products, or services.

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JANUARY 15 , 2016 P E O P L E SO F T PA Y R O L L F O R N O R T H A M E R I C A T A X U P D A T E 16-A – R E L E A S E 9 .1

Updating Your Tables

Tax Update 16-A includes the following files for updating the tables in your PeopleSoft system.

File Contentsupd924776_01.datupd924776_01.dms

U.S. tax table updates

upd924776_02.datupd924776_02.dms

Canadian tax table updates

upd924776_03.dms Database stamp(There is no .dat file associated with this .dms file.)

upd924776_04.datupd924776_04.dms

(U.S.) Tax Form Print Parameters table updates for Form W-2PR

(Patch 21763809 posted to My Oracle Support on 21 December 2015)

upd924776_05.datupd924776_05.dms

(U.S.) Tax Form Print Parameters table updates for Form W-2cPR

upd924776_06.datupd924776_06.dms

(U.S.) Tax Form Definition table updates for Form W-2c

upd924776_07.datupd924776_07.dms

(U.S.) Tax Form Print Parameters table updates for Form W-2c

This script also updates the default calendar year on the PS_YE_W2C_INSTALL table to 2015.

upd924776_08.datupd924776_08.dms

(U.S.) Taxable Gross Definition table updates

upd924776_09.datupd924776_09.dms

(U.S.) 2015 Year End Form W-2c PDF templates for XMLP (Revision date August 2014)

The templates are redelivered in Tax Update 16-A to replace those previously delivered in Tax Update 15-D, which were incorrectly based on the earlier February 2009 version of Form W-2c.

upd924776_10.datupd924776_10.dms

(Canada) 2015 Year End Form RL-1 and RL-2 PDF templates for XMLP

upd924776_msg_i.dmsupd924776_msg.dat

Message catalog

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.

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P E O P L E SO F T PA Y R O L L F O R N O R T H A M E R I C A T A X U P D A T E 16-A - R E L E A S E 9 .1 JANUARY 15, 2016

Special Notes – Canada

Updating the Tax Form XMLP Options & Year End Form Options Tables for 2015

Follow these steps to update the Tax Form XMLP Options and Year End Form Options tables for the RL-1 and RL-2 forms for 2015:

1. Run the DataMover script upd924776_10.dms to update the Tax Form XMLP Options page with 2015 year-end PDF form templates for RL-1 and RL-2 BI Publisher processing.

2. Update the Year End Form Options Table for BI Publisher processing by manually adding a new row for Tax Year 2015 for each RL-1 and RL-2 reporting company.

Refer to the section titled “Self Service Electronic Year-End Slips” in the “Year End Processing 2015: Canada” guide for further information regarding this functionality.

Year-End Reporting Changes for Québec

RQ Certification Numbers for Electronic Filing

The Revenu Québec certification numbers for 2015 tax reporting have been embedded into the electronic reporting programs CTX910RM.SQR and CTX910VM.SQR for online file transmission.

Type of Slip Certification Number

RL-1 RQ-15-01-114

RL-2 RQ-15-02-043

(Patch 21903022)

RQ Authorization Numbers for Electronic Self Service RL-1 and RL-2 Slips

The Revenu Québec authorization number FS1501080 has been embedded into the print program CTX910RP.SQR for printing onto the BI Publisher generated RL-1 slips in PD format.

The Revenu Québec authorization number FS1502038 has been embedded into the print program CTX910VP.SQR for printing onto the BI Publisher generated RL-2 slips in PD format.

(Patch 21903050)

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JANUARY 15 , 2016 P E O P L E SO F T PA Y R O L L F O R N O R T H A M E R I C A T A X U P D A T E 16-A – R E L E A S E 9 .1

Special Notes – U.S.

Reporting Form W-2VI Data Electronically to the U.S. Virgin Islands

Tax Update 16-A delivers new programs TAX960VD.SQR and TAX962VD.SQR to create a file to report Form W-2VI data on CD to the U.S. Virgin Islands Bureau of Internal Revenue.

For information on these new programs and the U.S. Virgin Islands reporting requirement, see the entry for TAX960VD.SQR and TAX962VD.SQR in the later section of this document U.S. SQRs Delivered in Tax Update 16-A for Release 9.1.

Shown below are screenshots (including navigation paths) of the new run control pages delivered in Tax Update 16-A for these two new programs.

Create Virgin Islands W-2 File run control:

Virgin Islands W-2 File Audit Report run control:

(Patch 22114158)

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P E O P L E SO F T PA Y R O L L F O R N O R T H A M E R I C A T A X U P D A T E 16-A - R E L E A S E 9 .1 JANUARY 15, 2016

West Virginia Quarterly Wage Reporting

Tax Update 16-A delivers an updated version of TAX810WV.SQR for creating the file to electronically report quarterly state unemployment wage and tax data to West Virginia. In conjunction with the modifications to TAX810WV.SQR, the separate run control page for West Virginia quarterly wage reporting is removed, since the only enterable fields on the page are no longer used. (For the Contact Phone information, which is still required by West Virginia, the updated version of TAX810WV.SQR delivered with Tax Update 16-A will use the telephone number entered on the Electronic Parameters page.)

For more information on the West Virginia quarterly wage reporting changes, see the entry for TAX810WV.SQR in the later section of this document describing U.S. SQRs delivered in Tax Update 16-A for Release 9.1.

Create Quarterly Wage File (for West Virginia) BEFORE Tax Update 16-A:

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JANUARY 15 , 2016 P E O P L E SO F T PA Y R O L L F O R N O R T H A M E R I C A T A X U P D A T E 16-A – R E L E A S E 9 .1

AFTER Tax Update 16-A, the separate Create Quarterly Wage File page for West Virginia is removed:

(Patch 21889560)

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 16A910- N O T E S .D O C - 7

The separate run control page for West Virginia is removed.

Use the “Others” run control page to run TAX810WV.SQR.

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P E O P L E SO F T PA Y R O L L F O R N O R T H A M E R I C A T A X U P D A T E 16-A - R E L E A S E 9 .1 JANUARY 15, 2016

U.S. Changes

Federal / State Tax Table

State Effective Date of Table Entry

Table Update Description

$U 01/01/2016 A new table entry effective-dated 01/01/2016 includes U.S. Federal withholding tax changes effective for wages paid on or after January 1, 2016, as published in IRS Notice 1036.

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

1. On the General page, the Annual Allowance Amount is increased from $4,000 to $4,050.

2. On the Special Tax Amts page, Special Tax Amount 5 (the amount to be added to a nonresident alien employee’s taxable wages for withholding tax calculation purposes) is decreased from $2,300 to $2,250.

3. On the Rate page, Low Gross and Low Tax amounts are updated with the amounts shown in the Percentage Method Tables for Income Tax Withholding for Wages Paid in 2016 in IRS Notice 1036.

(Patch 22327661)

Note: The Social Security taxable wage base and the Medicare and Social Security tax rates remain unchanged for 2016.

AK 01/01/2016 A new table entry effective-dated 01/01/2016 includes the following changes for 2016:

1. The state unemployment insurance taxable wage base is increased from $38,700 to $39,700, and the state unemployment insurance employee tax deduction rate is decreased from 0.57% to 0.50% of taxable wages.

(The website page at the link below will be updated with information for 2016.)

http://labor.state.ak.us/estax/faq/w1.htm

(Patch 22354126)

2. The Alaska state hourly minimum wage is increased from $8.75 to $9.75.

http://labor.alaska.gov/lss/whact.htm

(Patch 22308811)

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JANUARY 15 , 2016 P E O P L E SO F T PA Y R O L L F O R N O R T H A M E R I C A T A X U P D A T E 16-A – R E L E A S E 9 .1

State Effective Date of Table Entry

Table Update Description

AR 01/01/2016 The table entry effective-dated 01/01/2016 which was delivered with Tax Update 15-E is updated to include the increase in the Arkansas state hourly minimum wage from $7.50 to $8.00.

http://www.labor.ar.gov/divisions/Documents/Fact%20Sheet%20on%20the%20Increase%20of%20the%20Arkansas%20Minimum%20Wage.pdf

(Patch 22308811)

CA 01/01/2016 The table entry effective-dated 01/01/2016 which was delivered with Tax Update 15-E is updated to include the increase in the California state hourly minimum wage from $9.00 to $10.00.

http://www.dir.ca.gov/dlse/faq_minimumwage.htm

(Patch 22308811)

CT 01/01/2016 A new table entry effective-dated 01/01/2016 includes the following changes for 2016:

1. The Connecticut state hourly minimum wage is increased from $9.15 to $9.60.

https://www.ctdol.state.ct.us/wgwkstnd/laws-regs/legislation.htm

(Patch 22308811)

2. Withholding tax changes effective January 1, 2016, as published by the Connecticut Department of Revenue Services.

http://ct.gov/drs/cwp/view.asp?a=1509&q=444766

(Patch 22347339)

DC 01/01/2016 A new table entry effective-dated 01/01/2016 includes withholding tax changes effective January 1, 2016, as published by the District of Columbia Office of Tax and Revenue.

(The website page at the link below will be updated with information for 2016.)

http://otr.cfo.dc.gov/node/499222

(Patch 22257063)

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P E O P L E SO F T PA Y R O L L F O R N O R T H A M E R I C A T A X U P D A T E 16-A - R E L E A S E 9 .1 JANUARY 15, 2016

State Effective Date of Table Entry

Table Update Description

HI 01/01/2016 A new table entry effective-dated 01/01/2016 includes the following changes for 2016:

1. The Hawaii state hourly minimum wage is increased from $7.75 to $8.50.

http://labor.hawaii.gov/wsd/minimum-wage/

(Patch 22308811)

2. The state unemployment insurance taxable wage base is increased from $40,900 to $42,200.

http://labor.hawaii.gov/ui/tax-rates-and-weekly-benefit-amount/

(Patch 22354126)

3. For tax year 2016, the maximum taxable gross for Hawaii state temporary disability insurance and voluntary plan temporary disability insurance programs is $51,083 ($982.36 weekly), per the Disability Compensation Division of the Hawaii Department of Labor and Industrial Relations. The employee tax rate remains unchanged at 0.5%.

http://labor.hawaii.gov/dcd/files/2014/11/2016.pdf

(Patch 22354126)

ID 01/01/2016 A new table entry dated 01/01/2016 includes the increase in the Idaho state unemployment insurance taxable wage base from $36,000 to $37,200 for tax year 2016.

http://labor.idaho.gov/dnn/idl/Businesses/UnemploymentTax/UnemploymentTaxRates.aspx

(Patch 22354126)

IL 01/01/2016 A new table entry effective-dated 01/01/2016 includes withholding tax changes effective January 1, 2016, as published by the Illinois Department of Revenue.

http://tax.illinois.gov/TaxForms/Withholding/IL-700-T.pdf

(Patch 22366081)

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JANUARY 15 , 2016 P E O P L E SO F T PA Y R O L L F O R N O R T H A M E R I C A T A X U P D A T E 16-A – R E L E A S E 9 .1

State Effective Date of Table Entry

Table Update Description

MA 01/01/2016 A new table entry effective-dated 01/01/2016 includes the following changes for 2016:

1. The Massachusetts state hourly minimum wage is increased from $9.00 to $10.00.

http://www.mass.gov/ago/doing-business-in-massachusetts/labor-laws-and-public-construction/wage-and-hour/minimum-wage.html

(Patch 22308811)

2. Withholding tax changes effective January 1, 2016, as published by the Massachusetts Department of Revenue.

http://www.mass.gov/dor/docs/dor/forms/wage-rpt/pdfs/circ-m-current.pdf

(Patch 22380191)

MD 01/01/2016 New table entries are added for the following state codes which contain new values required for 2016 Maryland withholding tax changes published by the Office of the Comptroller of Maryland.

State Action

MD Maryland nonresident rate increased from 1.25% to 1.75% (supplemental rate = 7.50 %)Z3 Changed from MD 1.25% local tax to MD 1.75 % local tax (supplemental rate = 7.50 %)

http://forms.marylandtaxes.com/16_forms/Withholding_Guide.pdf

(Patch 22468375)

ME 01/01/2016 A new table entry effective-dated 01/01/2016 includes withholding tax changes effective January 1, 2016, as published by Maine Revenue Services.

http://www.maine.gov/revenue/forms/with/2016/16_wh_tab&instructions%20rev%202015-11-12.pdf

Tax Update 16-A also delivers COBOL program modifications which are required to implement the 2016 Maine withholding tax calculation changes. For information on the program changes, see the entry for Patch 22265126 in the later section of this document Tax Update 16-A - COBOL and Store Statement Changes for Release 9.1.

(Patch 22265126; posted as Patch 22308727 to My Oracle Support on 17 December 2015)

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P E O P L E SO F T PA Y R O L L F O R N O R T H A M E R I C A T A X U P D A T E 16-A - R E L E A S E 9 .1 JANUARY 15, 2016

State Effective Date of Table Entry

Table Update Description

MI 01/01/2016 The table entry effective-dated 01/01/2016 which was delivered with Tax Update 15-E is updated to include the increase in the Michigan state hourly minimum wage from $8.15 to $8.50.

http://www.michigan.gov/lara/0,4601,7-154-11407_59886_27909-140972--,00.html

(Patch 22308811)

MN 01/01/2016 The table entry effective-dated 01/01/2016 which was delivered in Tax Update 15-E is updated to include withholding tax changes effective January 1, 2016, as published by the Minnesota Department of Revenue.

http://www.revenue.state.mn.us/Forms_and_Instructions/wh_tables_16.pdf

(Patch 22338595)

NC 01/01/2016 The table entry effective-dated 01/01/2016 which was delivered in Tax Update 15-E is updated to include withholding tax changes effective January 1, 2016, as published by the North Carolina Department of Revenue.

http://www.dornc.com/downloads/nc30_2016.pdf

(Patch 22385400)

ND 01/01/2016 A new table entry dated 01/01/2016 includes the following changes for 2016:

1. The state unemployment taxable wage base is increased from $35,600 to $37,200.

http://www.jobsnd.com/sites/default/files/2016%20Unemployment%20Insurance%20Tax%20Rate%20Schedule.pdf

(Patch 22354126)

2. Withholding tax changes effective January 1, 2016, as published by the office of the North Dakota Tax Commissioner.

http://www.nd.gov/tax/data/upfiles/media/2016%20Income%20Tax%20Withholding%20Rates%20and%20Instructions%20Booklet.pdf?20151230133740

(Patch 22464470)

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JANUARY 15 , 2016 P E O P L E SO F T PA Y R O L L F O R N O R T H A M E R I C A T A X U P D A T E 16-A – R E L E A S E 9 .1

State Effective Date of Table Entry

Table Update Description

NE 01/01/2016 A new table entry dated 01/01/2016 includes the increase in the Nebraska state hourly minimum wage from $8.00 to $9.00.

https://dol.nebraska.gov/webdocs/Resources/Items/Notice%20to%20Employees-%20English.pdf

(Patch 22308811)

NM 01/01/2016 The table entry effective-dated 01/01/2016 which was delivered in Tax Update 15-E is updated to include withholding tax changes effective January 1, 2016, as published by the New Mexico Taxation and Revenue Department.

http://www.tax.newmexico.gov/witholding-tax-historic-rates.aspx

(Patch 22338817)

NY 12/31/2015 Effective December 31, 2015, the New York state hourly minimum wage is increased from $8.75 to $9.00 per hour.

https://labor.ny.gov/workerprotection/laborstandards/workprot/minwage.shtm

(Patch 22308811)

NY 01/01/2016 The table entry effective-dated 01/01/2016 which was delivered in Tax Update 15-E is updated to include the following changes:

1. The December 31, 2015 increase in the New York state hourly minimum wage from $8.75 to $9.00 (see the immediately preceding item above in this listing for State = NY, Effective Date of Table Entry = 12/31/2015).

(Patch 22308811)

2. New York state withholding tax changes effective January 1, 2016, as published by the New York State Department of Taxation and Finance in Publication NYS-50-T-NYS (1/16).

https://www.tax.ny.gov/pdf/publications/withholding/nys50_t_nys_116.pdf

(Patch 22332580)

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P E O P L E SO F T PA Y R O L L F O R N O R T H A M E R I C A T A X U P D A T E 16-A - R E L E A S E 9 .1 JANUARY 15, 2016

State Effective Date of Table Entry

Table Update Description

OK 01/01/2016 The table entry effective-dated 01/01/2016 which was delivered in Tax Update 15-E is updated to include Oklahoma withholding tax changes effective January 1, 2016, as published by the Oklahoma Tax Commission.

https://www.ok.gov/tax/documents/2016WHTables.pdf

(Patch 22364522)

OR 01/01/2016 A new table entry effective-dated 01/01/2016 includes withholding tax changes effective January 1, 2016, as published by the Oregon Department of Revenue.

http://www.oregon.gov/DOR/forms/FormsPubs/withholding-tax-formulas_206-436_2016.pdf

(Patch 22468693)

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JANUARY 15 , 2016 P E O P L E SO F T PA Y R O L L F O R N O R T H A M E R I C A T A X U P D A T E 16-A – R E L E A S E 9 .1

State Effective Date of Table Entry

Table Update Description

RI 01/01/2016 The table entry effective-dated 01/01/2016 which was delivered in Tax Update 15-E is updated to include the following changes for 2016:

1. For 2016, the taxable wage base for Temporary Disability Insurance is increased from $64,200 to $66,300. The employee tax rate for Temporary Disability Insurance remains unchanged at 1.2% of taxable wages.

http://www.dlt.ri.gov/lmi/news/quickref.htm

(Patch 22354126)

2. The standard state unemployment taxable wage base is increased from $21,200 to $22,000 for 2016. The special higher state unemployment taxable wage base for employers that have an experience rating of 9.79% is increased from $22,700 to $23,500.

Note: Only the standard unemployment taxable wage base value of $22,000 is delivered in the State Tax Table entry for Rhode Island. Employers subject to the higher Rhode Island unemployment taxable wage base in tax year 2016 should add new rows to Company State Tax Table entries for Rhode Island effective-dated 01/01/2016 with the $23,500 value.

http://www.dlt.ri.gov/lmi/news/quickref.htm

(Patch 22354126)

3. Withholding tax changes effective January 1, 2016, as published by the Rhode Island Division of Taxation.

http://www.tax.ri.gov/forms/2016/Withholding/2016_Withholding_Booklet.pdf

(Patch 22468794)

VI 01/01/2016 A new table entry dated 01/01/2016 includes the increase in the U.S. Virgin Islands unemployment insurance taxable wage base from $22,900 to $23,000 for tax year 2016.

(The website page at the link below will be updated with information for 2016.)

http://www.americanpayroll.org/members/stateui/state-ui-2/

(Patch 22354126)

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State Effective Date of Table Entry

Table Update Description

VT 01/01/2016 A new table entry effective-dated 01/01/2016 includes the following changes for 2016:

1. The state unemployment taxable wage base is increased from $16,400 to $16,800.

http://labor.vermont.gov/unemployment-insurance/employers/file-your-quarterly-reports-taxable-wage-base-information/

(Patch 22308767)

2. The Vermont state hourly minimum wage is increased from $9.15 to $9.60.

http://labor.vermont.gov/wordpress/wp-content/uploads/Minimum-Wage-Poster.pdf

(Patch 22308767)

3. Withholding tax changes effective January 1, 2016, as published by the State of Vermont Department of Taxes.

http://tax.vermont.gov/sites/tax/files/documents/WithholdingInstructions.pdf

(Patch 22464493)

VT 01/01/2106 The table entry delivered in Tax Update 15-E with incorrect Effective Date = 01/01/2106 is deleted, and replaced with the table entry with Effective Date = 01/01/2016 which is described immediately above.

(Patch 22308767)

WV 01/01/2016 A new table entry dated 01/01/2016 includes the increase in the West Virginia state hourly minimum wage from $8.00 to $8.75.

http://www.wvlabor.com/newwebsite/Documents/wageforms/Minimum%20Wage%20Poster%20new.pdf

(Patch 22308811)

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State Effective Date of Table Entry

Table Update Description

Z2Yonkers

01/01/2016 A new table entry dated 01/01/2016 is added to deliver withholding tax changes for residents of the City of Yonkers which are effective for wages paid on or after January 1, 2016, as published by the New York State Department of Taxation and Finance in Publication NYS-50-T-Y (1/16). (Nonresident withholding tax rates remain unchanged.)

https://www.tax.ny.gov/pdf/publications/withholding/nys50_t_y_116.pdf

(Patch 22338364)

Z3 01/01/2016 See the entry for State = MD.

Note: The Missouri Department of Revenue published the 2016 Missouri Withholding Tax Formula too late for the required change to be included as a table update in the script delivered with Tax Update 16-A. The table update will be delivered in Tax Update 16-B. To update the State Tax Table entry for Missouri with the 2016 change prior to its delivery in Tax Update 16-B, please follow the instructions provided in PeopleSoft Payroll for North America Hot Topics (Doc ID 1348833.1) which is available on My Oracle Support.

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Summary of State UI Taxable Wage Base Limits for 2016

State2015

State UI Taxable Wage Base Limit

2016State UI Taxable Wage Base

LimitChange Delivered in Tax

Update

Alabama 8,000 8,000 UnchangedAlaska $38,700 $39,700 16-AArizona 7,000 7,000 UnchangedArkansas 12,000 12,000 UnchangedCalifornia 7,000 7,000 UnchangedColorado 11,800 12,200 15-EConnecticut 15,000 15,000 UnchangedDelaware 18,500 18,500 UnchangedDistrict of Columbia 9,000 9,000 UnchangedFlorida 7,000 7,000 UnchangedGeorgia 9,500 9,500 UnchangedHawaii 40,900 42,200 16-AIdaho 36,000 37,200 16-AIllinois 12,960 12,960 UnchangedIndiana 9,500 9,500 UnchangedIowa 27,300 28,300 15-EKansas 12,000 14,000 15-EKentucky 9,900 10,200 15-ELouisiana 7,700 7,700 UnchangedMaine 12,000 12,000 UnchangedMaryland 8,500 8,500 UnchangedMassachusetts 15,000 15,000 UnchangedMichigan (decrease) 9,500 * 9,000 * 15-EMinnesota 30,000 31,000 15-EMississippi 14,000 14,000 UnchangedMissouri 13,000 13,000 UnchangedMontana 29,500 30,500 15-ENebraska 9,000 9,000 UnchangedNevada 27,800 28,200 15-ENew Hampshire 14,000 14,000 UnchangedNew Jersey 32,000 32,600 15-ENew Mexico 23,400 24,100 15-ENew York 10,500 10,700 15-ENorth Carolina 21,700 22,300 15-ENorth Dakota 35,600 37,200 16-AOhio 9,000 9,000 UnchangedOklahoma 17,000 17,500 15-EOregon 35,700 36,900 15-EPennsylvania 9,000 9,500 15-EPuerto Rico 7,000 7,000 UnchangedRhode Island 21,200 or 22,700 * 22,000 or 23,500 * 16-ASouth Carolina 14,000 14,000 UnchangedSouth Dakota 15,000 15,000 UnchangedTennessee 9,000 9,000 UnchangedTexas 9,000 9,000 UnchangedUtah 31,300 32,200 15-EVermont 16,400 16,800 15-EVirgin Islands 22,900 23,000 16-A

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State2015

State UI Taxable Wage Base Limit

2016State UI Taxable Wage Base

LimitChange Delivered in Tax

Update

Virginia 8,000 8,000 UnchangedWashington 42,100 44,000 15-EWest Virginia 12,000 12,000 UnchangedWisconsin 14,000 14,000 UnchangedWyoming 24,700 25,500 15-E

* Note (Michigan): For non-delinquent contributing employers, the state unemployment taxable wage base was reduced from $9,500 to $9,000 effective beginning with wages paid on or after July 1, 2015. Because the state unemployment tax calculation self-adjusts on an annual basis and does not allow for a mid-year change in the taxable wage base amount, the reduced Michigan UI taxable wage base of $9,000 is delivered for the first time in Tax Update 15-E in a new table entry with Effective Date = 01/01/2016. * Note (Rhode Island): Only the (lower) standard unemployment taxable wage base value is stored in the State Tax Table entry for Rhode Island. Employers with an experience rate of 9.79% who are subject to the higher Rhode Island unemployment taxable wage base amount should update their Company State Tax Table entry for Rhode Island.

State/Province Table

State Table Update Description

Z3 The description for State Z3 is changed from “MD 1.25 % local tax” to “MD 1.75 % local tax”.

(Patch 22468375)

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Local Tax Table – Ohio School Districts

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

http://www.tax.ohio.gov/Portals/0/employer_withholding/2016%20year/WTH_EmployerLetter_2016.pdf

(Patch 22359728)

State Locality School District OLD Rate/Amt NEW Rate/Amt Effective Date

OH 1203 Northeastern Local S.D.

The school district uses the alternative “earned income only” tax base.

New entry 0.010000 / Resident0.000000 / Nonresident

Local Jurisdiction = OtherAnnual Exemption = 0

W2 Print Name = 1203Taxing Entity Code = 1203

01/01/2016

3303 Kenton City S.D. 0.015000 / Resident0.000000 / Nonresident

0.010000 / Resident0.000000 / Nonresident

01/01/2016

4202 Danville Local S.D. 0.017500 / Resident0.000000 / Nonresident

0.015000 / Resident0.000000 / Nonresident

01/01/2016

7107 Zane Trace S.D.

The school district is re-instituting its tax to use the alternative “earned income only” tax base effective Jan 1, 2016.

0.000000 / Resident0.000000 / Nonresident

Local Jurisdiction = MunicipalAnnual Exemption = 650

0.007500 / Resident0.000000 / Nonresident

Local Jurisdiction = OtherAnnual Exemption = 0

01/01/2016

8603 Edon-Northwest Local S.D.

The school district uses the alternative “earned income only” tax base.

New entry 0.010000 / Resident0.000000 / Nonresident

Local Jurisdiction = OtherAnnual Exemption = 0

W2 Print Name = 8603Taxing Entity Code = 8603

01/01/2016

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Local Tax Table

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

IN 023 Clinton(Patch 22347638)

0.020000 / Resident0.007500 / Nonresident

0.020000 / Resident0.005000 / Nonresident

01/01/2016

035 Delaware(Patch 22347638)

0.010500 / Resident0.006000 / Nonresident

0.015000 / Resident0.008625 / Nonresident

01/01/2016

045 Fountain(Patch 22347638)

0.011000 / Resident0.003500 / Nonresident

0.015500 / Resident0.005000 / Nonresident

01/01/2016

047 Franklin(Patch 22347638)

0.012500 / Resident0.005000 / Nonresident

0.015000 / Resident0.005000 / Nonresident

01/01/2016

051 Gibson(Patch 22347638)

0.005000 / Resident0.005000 / Nonresident

0.007000 / Resident0.005500 / Nonresident

01/01/2016

065 Henry(Patch 22347638)

0.012500 / Resident0.005000 / Nonresident

0.015000 / Resident0.005625 / Nonresident

01/01/2016

073 Jasper(Patch 22347638)

0.029640 / Resident0.005000 / Nonresident

0.028640 / Resident0.005000 / Nonresident

01/01/2016

109 Morgan(Patch 22347638)

0.027200 / Resident0.005200 / Nonresident

0.027200 / Resident0.005020 / Nonresident

01/01/2016

115 Ohio(Patch 22347638)

0.010000 / Resident0.002500 / Nonresident

0.012500 / Resident0.002500 / Nonresident

01/01/2016

123 Perry(Patch 22347638)

0.015600 / Resident0.011850 / Nonresident

0.018100 / Resident0.012475 / Nonresident

01/01/2016

IN 125 Pike(Patch 22347638)

0.004000 / Resident0.004000 / Nonresident

0.007500 / Resident0.007500 / Nonresident

01/01/2016

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

131 Pulaski(Patch 22347638)

0.031300 / Resident0.006800 / Nonresident

0.033800 / Resident0.006800 / Nonresident

01/01/2016

139 Rush(Patch 22347638)

0.015000 / Resident0.007500 / Nonresident

0.021000 / Resident0.006700 / Nonresident

01/01/2016

145 Shelby(Patch 22347638)

0.012500 / Resident0.005000 / Nonresident

0.015000 / Resident0.005000 / Nonresident

01/01/2016

159 Tipton(Patch 22347638)

0.019800 / Resident0.005800 / Nonresident

0.019800 / Resident0.005000 / Nonresident

01/01/2016

161 Union(Patch 22347638)

0.015000 / Resident0.005000 / Nonresident

0.017500 / Resident0.005000 / Nonresident

01/01/2016

175 Washington(Patch 22347638)

0.020000 / Resident0.007500 / Nonresident

0.020000 / Resident0.005000 / Nonresident

01/01/2016

183 Whitley(Patch 22347638)

0.012329 / Resident0.004829 / Nonresident

0.014829 / Resident0.004829 / Nonresident

01/01/2016

MD 003 Anne Arundel(Patch 22468375)

Graduated Tax Table Code = ZD

0.026000 / Resident0.026000 / Nonresident

Graduated Tax Table Code = Z5

0.025000 / Resident0.025000 / Nonresident

01/01/2016

047 Worcester(Patch 22468375)

Graduated Tax Table Code = Z3

0.012500 / Resident0.012500 / Nonresident

Graduated Tax Table Code = Z3

0.017500 / Resident0.017500 / Nonresident

01/01/2016

OH 02736 Athens(Patch 22362128)

0.016500 / Resident0.016500 / Nonresident

0.017500 / Resident0.017500 / Nonresident

01/01/2016

03744 Baltic(Patch 22362128)

0.010000 / Resident0.010000 / Nonresident

0.015000 / Resident0.015000 / Nonresident

01/01/2016

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

09358 Brookville(Patch 22362128)

0.017500 / Resident0.017500 / Nonresident

0.020000 / Resident0.020000 / Nonresident

01/01/2016

14184 Chillicothe(Patch 22362128)

0.016000 / Resident0.016000 / Nonresident

0.020000 / Resident0.020000 / Nonresident

01/01/2016

41608 Lakeview(Patch 22362128)

0.010000 / Resident0.010000 / Nonresident

0.015000 / Resident0.015000 / Nonresident

01/01/2016

42938 Lewisburg(Patch 22362128)

0.015000 / Resident0.015000 / Nonresident

0.017500 / Resident0.017500 / Nonresident

01/01/2016

44632 Logan(Patch 22362128)

0.015000 / Resident0.015000 / Nonresident

0.020000 / Resident0.020000 / Nonresident

01/01/2016

69834 Salem(Patch 22362128)

0.010000 / Resident0.010000 / Nonresident

0.012500 / Resident0.012500 / Nonresident

01/01/2016

81718 Washington Court House(Patch 22362128)

0.014500 / Resident0.014500 / Nonresident

0.019500 / Resident0.019500 / Nonresident

01/01/2016

OR 039 Lane County(Patch 22379932)

0.007000 / Resident0.007000 / Nonresident

0.007100 / Resident0.007100 / Nonresident

01/01/2016

P0746 Tri-County Transport(Patch 22379932)

0.007237 / Resident0.007237 / Nonresident

0.007337 / Resident0.007337 / Nonresident

01/01/2016

WV 55756 Morgantown(Patch 22236022)

New entry $156.00 / Resident$156.00 / Nonresident

Maximum Tax = $156.00

Local Tax Calc Type = Amt per Pd

01/01/2016

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Local Tax Reciprocity Table

Locality of Residence

Locality of Employment

Effective Date

Credit Reduction

Percent

Credit Limit Rate

Reciprocity Rule / Reason for Change

OH-1203Northeastern Local S.D.

(Patch 22359728)

(blank)/$DFLT

01/01/2016

n/a n/a Rule 1: Withhold both work locality tax and residence locality tax on work locality wages.

Reason for Change:New table entry added to support new Ohio school district tax effective January 1, 2016.

OH-8603Edon-Northwest Local S.D.

(Patch 22359728)

(blank)/$DFLT

01/01/2016

n/a n/a Rule 1: Withhold both work locality tax and residence locality tax on work locality wages.

Reason for Change:New table entry added to support new Ohio school district tax effective January 1, 2016.

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Local Tax Table – Pennsylvania Local Earned Income Tax

Tax Update 16-A includes updates to Pennsylvania Local Earned Income Tax entries in the Local Tax Table based on data downloaded from the “Official Register” on the website maintained by the Commonwealth of Pennsylvania Department of Community & Economic Development. Table updates are delivered for Local Tax Table entries for Local Earned Income Taxes for which previously existing tax rates do not match the current information downloaded from the on the Pennsylvania website. All updates to Pennsylvania Local Earned Income Tax entries in the Local Tax Table delivered in this tax update are effective-dated 01/01/2016.

Note: Normally, updates to Pennsylvania Local Earned Income Tax entries in the Local Tax Table are based on data downloaded from the “Real Time Register” on the website maintained by the Commonwealth of Pennsylvania Department of Community & Economic Development. For Tax Update 16-A only, the “Official Register” was used, because the “Real Time Register” had not yet been updated with rate changes for 2016, according to a notice on the Pennsylvania website:

The Pennsylvania Local Earned Income Tax rate changes downloaded from the “Official Register” on the Pennsylvania website are documented separately in these files delivered with this tax update:

PA32EIT16A.doc Word documentPA32EIT16A.xls Excel spreadsheet

http://community.newpa.com/local-government/local-income-tax-information/

(Patch 22472040)

Local Tax Table – Pennsylvania Local Services Tax

This patch includes updates to Pennsylvania Local Services Tax entries in the Local Tax Table based on the December 15, 2015 update of the “Official Register” on the website maintained by the Commonwealth of Pennsylvania. All updates to Pennsylvania Local Services Tax entries in the Local Tax Table delivered in this tax update are effective-dated 01/01/2016.

The Pennsylvania Local Services Tax rate changes downloaded from the Official Register on Pennsylvania website are documented separately in these files delivered with this tax update:

PA16ALST.doc Word document PA16ALST.xls Excel spreadsheet

http://community.newpa.com/local-government/local-income-tax-information/

(Patch 22323474)

Note: Product modifications could not be completed for delivery in this tax update for reported increases in the Local Services Taxes imposed by the cities of Aliquippa (to $104 annually), Harrisburg (to $156 annually), and Johnstown (to $156 annually). Because the reported new tax amounts exceed the Pennsylvania statewide annual limit of $52, COBOL program changes will be required to implement the tax increases in the Local Service Tax amounts for these jurisdictions.

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Taxable Gross Definition Table

Note:  Any user-defined entries you may have previously added to the Taxable Gross Definition Table entries for the jurisdictions listed below will need to be re-added after applying this tax update.  User-defined entries are not carried forward when Taxable Gross Definition Table entries are redelivered.

State/Locality

Effective Date of Table Entry

Table Update Description

OH-1203Northeastern Local S.D.

(Patch 22359728)

01/01/2016 New table entry added to support new Ohio school district tax effective January 1, 2016.

For:Taxable Gross = Withholding

Base Gross = FWT

Taxable Gross Component ID = 125Withholding Follows Federal Rules = YesTax Gross Effect = “No Effect”

Taxable Gross Component ID = 401KWithholding Follows Federal Rules = YesTax Gross Effect = “No Effect”

Taxable Gross Component ID = GTLWithholding Follows Federal Rules = YesTax Gross Effect = “No Effect”

OH-8603Edon-Northwest Local S.D.

(Patch 22359728)

01/01/2016 New table entry added to support new Ohio school district tax effective January 1, 2016.

For:Taxable Gross = Withholding

Base Gross = FWT

Taxable Gross Component ID = 125Withholding Follows Federal Rules = YesTax Gross Effect = “No Effect”

Taxable Gross Component ID = 401KWithholding Follows Federal Rules = YesTax Gross Effect = “No Effect”

Taxable Gross Component ID = GTLWithholding Follows Federal Rules = YesTax Gross Effect = “No Effect”

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Canadian Changes

Canadian Tax Table Changes

Page Province Field Old Amount

New Amount

Effective Date

CPP/QPP and EI Max Annl Pensionable Earnings (CPP)

$53,600.00 $54,900.00 01 Jan 2016

CPP/QPP and EI Max Annl Pensionable Earnings (QPP)

$53,600.00 $54,900.00 01 Jan 2016

CPP/QPP and EI Employee Contribution Percent (QPP)

5.250 5.325 01 Jan 2016

CPP/QPP and EI Max Annual Insurable Earnings (Federal EI)

$49,500.00 $50,800.00 01 Jan 2016

CPP/QPP and EI Employee Reduced EI Rate (QC EI)

1.54000 1.52000 01 Jan 2016

CPP/QPP and EI Max Annual Insurable Earnings (QC EI)

$49,500.00 $50,800.00 01 Jan 2016

CPP/QPP and EI QPIP Employee Premium Percent

0.55900 0.54800 01 Jan 2016

CPP/QPP and EI QPIP Employer Premium Percent

0.78200 0.76700 01 Jan 2016

CPP/QPP and EI QPIP Max Insurable Earnings

$70,000.00 $71,500.000 01 Jan 2016

Tax Rates, Credits and Other

Federal Basic Personal Amount

$11,327.00 $11,474.00 01 Jan 2016

Tax Rates, Credits and Other

Québec Basic Personal Amount

$11,425.00 $11,550.00 01 Jan 2016

Tax Rates, Credits and Other

RPP/RRSP Limit (F Factor) $24,930.00 $25,370.00 01 Jan 2016

Tax Rates, Credits and Other

Maximum Credit (LCF) $500.00 $250.00 01 Jan 2016

Tax Rates, Credits and Other

LCF Rate 0.10000 0.05000 01 Jan 2016

Tax Rates, Credits and Other

Annual Taxable Income (A) $44,701.00 $45,282.00 01 Jan 2016

Tax Rates, Credits and Other

Annual Taxable Income (A) $89,401.00 $90,563.00 01 Jan 2016

Tax Rates, Credits and Other

Annual Taxable Income (A) $138,586.00 $140,388.00 01 Jan 2016

Tax Rates, Credits and Other

Annual Taxable Income (A) N/A $200,000.00(New)

01 Jan 2016

Tax Rates, Credits and Other

Federal Tax Rate (R) 0.22000 0.20500 01 Jan 2016

Tax Rates, Credits and Other

Federal Tax Rate (R) N/A 0.33000(New)

01 Jan 2016

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Page Province Field Old Amount

New Amount

Effective Date

Tax Rates, Credits and Other

Federal Constant (K) $3,129.00 $2,491.00 01 Jan 2016

Tax Rates, Credits and Other

Federal Constant (K) $6,705.00 $7,471.00 01 Jan 2016

Tax Rates, Credits and Other

Federal Constant (K) $10,863.00 $11,683.00 01 Jan 2016

Tax Rates, Credits and Other

Federal Constant (K) N/A $19,683.00(New)

01 Jan 2016

Tax Rates, Credits and Other

Annual Taxable Income (I1) $41,935.00 $42,390.00 01 Jan 2016

Tax Rates, Credits and Other

Annual Taxable Income (I1) $83,865.00 $84,780.00 01 Jan 2016

Tax Rates, Credits and Other

Annual Taxable Income (I1) $102,040.00 $103,150.00 01 Jan 2016

Tax Rates, Credits and Other

Provincial Constant (K1) $1,677.00 $1,695,00 01 Jan 2016

Tax Rates, Credits and Other

Provincial Constant (K1) $5,032.00 $5,086.00 01 Jan 2016

Tax Rates, Credits and Other

Provincial Constant (K1) $6,817.00 $6,891.00 01 Jan 2016

Provincial Rates AB WCB Limit $95,300.00 $98,700.00 01 Jan 2016

Provincial Rates AB Basic Tax Credit Amt (TCP) $18,214.00 $18,451.00 01 Jan 2016

Provincial Rates BC WCB Limit $78,600.00 $80,600.00 01 Jan 2016

Provincial Rates BC Basic Tax Credit Amt (TCP) $9,938.00 $10,027.00 01 Jan 2016

Provincial Rates BC Annual Taxable Income (A) $37,869.00 $38,210.00 01 Jan 2016

Provincial Rates BC Annual Taxable Income (A) $75,740.00 $76,421.00 01 Jan 2016

Provincial Rates BC Annual Taxable Income (A) $86,958.00 $87,741.00 01 Jan 2016

Provincial Rates BC Annual Taxable Income (A) $105,592.00 $106,543.00 01 Jan 2016

Provincial Rates BC Annual Taxable Income (A) $151,050.00 N/A 01 Jan 2016

Provincial Rates BC Prov. Tax Rate (V) 0.16800 N/A 01 Jan 2016

Provincial Rates BC Prov Constant (KP) $1,000.00 $1,009.00 01 Jan 2016

Provincial Rates BC Prov Constant (KP) $3,120.00 $3,149.00 01 Jan 2016

Provincial Rates BC Prov Constant (KP) $4,677.00 $4,719.00 01 Jan 2016

Provincial Rates BC Prov Constant (KP) $7,222.00 $7,287.00 01 Jan 2016

Provincial Rates BC Prov Constant (KP) $10,394.00 N/A 01 Jan 2016

Provincial Rates MB WCB Limit $121,000.00 $125,000.00 01 Jan 2016

Provincial Rates NB WCB Limit $60,900.00 $61,800.00 01 Jan 2016

Provincial Rates NB Basic Tax Credit Amt (TCP) $9,633.00 $9,758.00 01 Jan 2016

Provincial Rates NB Annual Taxable Income (A) $39,973.00 $40,492.00 01 Jan 2016

Provincial Rates NB Annual Taxable Income (A) $79,946.00 $80,985.00 01 Jan 2016

Provincial Rates NB Annual Taxable Income (A) $129,975.00 $131,664.00 01 Jan 2016

Provincial Rates NB Prov. Tax Rate (V) 0.24160 0.21000 01 Jan 2016

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Page Province Field Old Amount

New Amount

Effective Date

Provincial Rates NB Prov. Tax Rate (V) 0.33660 0.25750 01 Jan 2016

Provincial Rates NB Prov Constant (KP) $2,055.00 $2,081.00 01 Jan 2016

Provincial Rates NB Prov Constant (KP) $3,414.00 $3,458.00 01 Jan 2016

Provincial Rates NB Prov Constant (KP) $5,129.00 $5,196.00 01 Jan 2016

Provincial Rates NB Prov Constant (KP) $14,609.00 $9,936.00 01 Jan 2016

Provincial Rates NB Prov Constant (KP) $38,359.00 $21,811.00 01 Jan 2016

Provincial Rates NL WCB Limit $61,615.00 $62,540.00 01 Jan 2016

Provincial Rates NL Basic Tax Credit Amt (TCP) $8,767.00 $8,802.00 01 Jan 2016

Provincial Rates NL Annual Taxable Income (A) $35,008.00 $35,148.00 01 Jan 2016

Provincial Rates NL Annual Taxable Income (A) $70,015.00 $70,295.00 01 Jan 2016

Provincial Rates NL Annual Taxable Income (A) $125,000.00 $125,500.00 01 Jan 2016

Provincial Rates NL Annual Taxable Income (A) $175,000.00 $175,700.00 01 Jan 2016

Provincial Rates NL Prov Constant (KP) $1,680.00 $1,687.00 01 Jan 2016

Provincial Rates NL Prov Constant (KP) $2,241.00 $2,249.00 01 Jan 2016

Provincial Rates NL Prov Constant (KP) $3,491.00 $3,504.00 01 Jan 2016

Provincial Rates NL Prov Constant (KP) $5,241.00 $5,261.00 01 Jan 2016

Provincial Rates NS WCB Limit $56,800.00 $58,200.00 01 Jan 2016

Provincial Rates NT WCB Limit $86,000.00 $88,600.00 01 Jan 2016

Provincial Rates NT Basic Tax Credit Amt (TCP) $13,900.00 $14,081.00 01 Jan 2016

Provincial Rates NT Annual Taxable Income (A) $40,484.00 $41,011.00 01 Jan 2016

Provincial Rates NT Annual Taxable Income (A) $80,971.00 $82,024.00 01 Jan 2016

Provincial Rates NT Annual Taxable Income (A) $131,641.00 $133,353.00 01 Jan 2016

Provincial Rates NT Prov Constant (KP) $1,093.00 $1,107.00 01 Jan 2016

Provincial Rates NT Prov Constant (KP) $4,008.00 $4,060.00 01 Jan 2016

Provincial Rates NT Prov Constant (KP) $6,443.00 $6,527.00 01 Jan 2016

Provincial Rates NU WCB Limit $86,000.00 $88,600.00 01 Jan 2016

Provincial Rates NU Basic Tax Credit Amt (TCP) $12,781.00 $12,947.00 01 Jan 2016

Provincial Rates NU Annual Taxable Income (A) $42,622.00 $43,176.00 01 Jan 2016

Provincial Rates NU Annual Taxable Income (A) $85,243.00 $86,351.00 01 Jan 2016

Provincial Rates NU Annual Taxable Income (A) $138,586.00 $140,388.00 01 Jan 2016

Provincial Rates NU Prov Constant (KP) $1,279.00 $1,295.00 01 Jan 2016

Provincial Rates NU Prov Constant (KP) $2,984.00 $3,022.00 01 Jan 2016

Provincial Rates NU Prov Constant (KP) $6,448.00 $6,532.00 01 Jan 2016

Provincial Rates ON Tax Reduction (S) $228.00 $231.00 01 Jan 2016

Provincial Rates ON Threshold Amount (V1A) $4,418.00 $4,484.00 01 Jan 2016

Provincial Rates ON Threshold Amount (V1B) $5,654.00 $5,739.00 01 Jan 2016

Provincial Rates ON WCB Limit $85,200.00 $88,000.00 01 Jan 2016

Provincial Rates ON Basic Tax Credit Amt (TCP) $9,863.00 $10,011.00 01 Jan 2016

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Page Province Field Old Amount

New Amount

Effective Date

Provincial Rates ON Annual Taxable Income (A) $40,922.00 $41,536.00 01 Jan 2016

Provincial Rates ON Annual Taxable Income (A) $81,847.00 $83,075.00 01 Jan 2016

Provincial Rates ON Prov Constant (KP) $1,678.00 $1,703.00 01 Jan 2016

Provincial Rates ON Prov Constant (KP) $3,323.00 $3,373.00 01 Jan 2016

Provincial Rates ON Prov Constant (KP) $4,823.00 $4,873.00 01 Jan 2016

Provincial Rates ON Prov Constant (KP) $7,023.00 $7,073.00 01 Jan 2016

Provincial Rates PE WCB Limit $52,100.00 $52,200.00 01 Jan 2016

Provincial Rates QC WCB Limit $70,000.00 $71,500.00 01 Jan 2016

Provincial Rates SK WCB Limit $65,130.00 $69,242.00 01 Jan 2016

Provincial Rates SK Basic Tax Credit Amt (TCP) $15,639.00 $15,843.00 01 Jan 2016

Provincial Rates SK Annual Taxable Income (A) $44,028.00 $44,601.00 01 Jan 2016

Provincial Rates SK Annual Taxable Income (A) $125,795.00 $127,430.00 01 Jan 2016

Provincial Rates SK Prov Constant (KP) $881.00 $892.00 01 Jan 2016

Provincial Rates SK Prov Constant (KP) $3,396.00 $3,441.00 01 Jan 2016

Provincial Rates YT Tax Credit Rate (K1P) 0.05760 0.06400 01 Jan 2016

Provincial Rates YT Basic Tax Credit Amt (TCP) $11,327.00 $11,474.00 01 Jan 2016

Provincial Rates YT Annual Taxable Income (A) $44,701.00 $45,282.00 01 Jan 2016

Provincial Rates YT Annual Taxable Income (A) $89,401.00 $90,563.00 01 Jan 2016

Provincial Rates YT Annual Taxable Income (A) $138,586.00 $140,388.00 01 Jan 2016

Provincial Rates YT Prov. Tax Rate (V) 0.05760 0.06400 01 Jan 2016

Provincial Rates YT Prov. Tax Rate (V) 0.08320 0.09000 01 Jan 2016

Provincial Rates YT Prov. Tax Rate (V) 0.10360 0.10900 01 Jan 2016

Provincial Rates YT Prov. Tax Rate (V) 0.12840 0.12800 01 Jan 2016

Provincial Rates YT Prov. Tax Rate (V) 0.17240 0.15000 01 Jan 2016

Provincial Rates YT Prov Constant (KP) $1,144.00 $1,177.00 01 Jan 2016

Provincial Rates YT Prov Constant (KP) $2,968.00 $2,898.00 01 Jan 2016

Provincial Rates YT Prov Constant (KP) $6,405.00 $5,565.00 01 Jan 2016

Provincial Rates YT Prov Constant (KP) $28,405.00 $16,565.00 01 Jan 2016

(Patch 21305376; posted to My Oracle Support on 17 December 2015)

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Tax Update 16-A - COBOL and Store Statement Changes for Release 9.1

All payroll users must apply all COBOL and store statement changes included in Tax Update 16-A.

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 9.1 Changes are made to COBOL programs:

PSPCNTAX.CBLPSPEARRY.CBLPSPECALC.CBLPSPLDTL2.CBLPSPMFLSA.CBLPSPPYCAL.CBLPSPPYNET.CBLPSPTCALC.CBLPSPUSTAX.CBL

Changes are made to copy members:

PSCEARRY.CBLPSCEFLSA.CBLPSCRFERY.CBLPSCTMERY.CBLPSCWKERY.CBL

Changes are made to store statements:

FGPCADJG.DMSPSPEARRY.DMSPSPMFLSA.DMS

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Patch Numbers

COBOL and Store Statement changes for the patch numbers listed below are included in this tax update.

Unless otherwise indicated by a specific posting date, patch numbers referenced in these tax update notes have not been posted to My Oracle Support.

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

Patch Description

20533121 Patch 20533121 modifies PSPPYNET.CBL to create accurate tax rows for Pennsylvania Act 32 Local Earned Income Tax calculations for a Pennsylvania resident in the following scenario:

1. The employee lives in a Pennsylvania Act 32 locality, and normally works 100% of the pay period in Philadelphia.2. For a particular pay period, instead of working in Philadelphia, the employee worked both in the Pennsylvania Act 32

residence locality and at a location in a state other than Pennsylvania.3. All hours for the particular pay period were “backed-out” of Philadelphia (by entering negative hours on the pay sheet),

and the hours were allocated between Maryland and the Pennsylvania Act 32 residence locality.

Prior to the modifications, tax rows containing incorrect PSD codes and incorrect local taxable gross wage and tax amounts were created in the above scenario. The incorrect results varied depending on whether or not the employee had before-tax deductions.

Note: If the hours were not “backed-out” of Philadelphia using negative hours, and instead, the time in Philadelphia was zeroed-out and then allocated to the Maryland locality and the Pennsylvania Act 32 residence locality, the tax rows were correct in the above scenario.

(Posted to My Oracle Support on 08 December 2015)

21048600 Patch 21048600 modifies PSPEARRY.CBL, PSPECALC.CBL, PSPEARRY.DMS, and copy members PSCEARRY.CBL, PSCEFLSA.CBL, PSCTMERY.CBL, PSCWKERY.CBL and PSCRFERY.CBL to correctly calculate an employee’s earnings in the following scenario:

1. The employee and/or Pay Group is subject to FLSA and there is more than one FLSA period for the pay period (e.g., two FLSA weeks); and

2. The employee is paid an earnings that is set up on the Earnings Table with Payment Type = “Flat Amount”; and3. The employee’s earnings are loaded to the pay sheet using the Time and Labor Load process.

Prior to the modifications, in this scenario, an employee was paid only one-half of the expected earnings amount when Pay Calculation was processed. For example, instead of $100.00 being paid for the flat amount earnings type, only $50.00 was paid, because the flat amount was being incorrectly prorated by the number of FLSA weeks.

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Patch Description

21305376 Patch 21305376 modifies PSPCNTAX.CBL to support the following changes as specified in the T4127 guide (CRA) and the TP-1015-F.V guide (Revenu Québec):

K4 – Canada Employment Credit – changed to $1,161 from $1,146. BC – Provincial tax reduction:

o If net income is less than or equal to $19,171 (formerly $18,327), the reduction is equal to the lesser of (i) basic provincial tax, and (ii) $436 (formerly $412).

o If net income is greater than $19,171 and less than or equal to $31,628.14 (formerly $31,202.00), the reduction is equal to the lesser of (i) basic provincial tax and (ii) $436 – [(Annual net income - $19,171) x 3.5% (formerly 3.2%)].

o If net income is greater than $31,628.14, there is no reduction. YK – K4P – increased to $1,161 from $1,146. Variable H – Deduction for Employment – increased to $1,130 from $1,120. Variable Z – Health Contributions

Estimated Annual Income (R) Health ContributionVariable ZMore than Equal to or less than

$0 $18,570 $0

$18,570 $41,265 Whichever is less: $100;5% x (R - $18,570)

$41,265 $134,095 Whichever is less:$200;$100 + [5% x (R-$41,265)]

$134,095 Whichever is less:$1000;$200 + [4% x (R - $134,095)]

(Patch 21305376; posted to My Oracle Support on 17 December 2015)

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Patch Description

21689845 Patch 21689845 modifies PSPLDTL2.CBL to correctly refresh the following six fields that are displayed on the employee’s Additional Data payline sub-page when Time and Labor transactions are processed in the scenario described below. Business Unit (BUSINESS_UNIT)Department (DEPTID)Job Code (JOBCODE)Position (POSITION_NBR)FICA Status (FICA_STATUS_EE)GL Pay Type (GL_PAY_TYPE) Prior to the modifications, all of the six fields listed above were updated on the Time and Labor payline with data from the related Job record in the following scenario:

1. Time and Labor payable transactions are loaded to the pay sheets.2. Subsequently an override is applied to one of the six fields listed above on the employee’s current Job record, which

sets the Job Pay Data Change flag on the employee’s payline to “Calculation Required”.3. Pay Calculation is processed reloading the Time and Labor payable transactions.4. Subsequently another change is entered for the employee (e.g., a new general deduction is set up) which again

triggers the Job Pay Data Change flag on the employee’s payline to “Calculation Required”.5. Pay Calculation is processed again, reloading the Time and Labor payable transactions.

Example:

FICA Status Before the modifications After the modificationsAfter step 1 above “N” (Subject) “N” (Subject)After step 3 above “E” (Exempt) “E” (Exempt)After step 5 above “N” (Subject) “E” (Exempt)

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Patch Description

21772860 Patch 21772860 modifies PSPTCALC.CBL to correctly calculate taxable gross amounts for the FUTA Credit Reduction (Tax Class 6) when an employee has a different number of Tax Periods specified on different payline for the same paycheck, as in this scenario:

1. The annual maximum Federal Unemployment Tax Act (FUTA) taxable wage limit = $7,000.00.

2. The employee’s FUTA Credit Reduction YTD taxable gross prior to the next pay calculation = $4,934.91 ($2,065.09 less than the annual FUTA taxable wage limit of $7,000.00).

3. When a payment in the amount of $2,116.04 is subsequently calculated for the employee, one of the employee’s Additional Data payline sub-pages is updated to show Tax Periods > 1.

Subsequent pay calculation results, before vs. after the modifications delivered in Tax Update 16-A:

Subsequent payment in the amount of $2,116.04

FUTA Credit Reduction (Tax Class 6)Current Taxable Gross

FUTA Credit Reduction (Tax Class 6) YTD Taxable Gross

Before the modifications

$2116.04(incorrect, causing YTD taxable gross to exceed annual maximum FUTA taxable wage limit of $7,000.00)

$7,050.95 (4,934.91+ 2116.04)(incorrect, exceeds the annual maximum FUTA taxable wage limit of $7,000.00)

After the modifications

$2,065.09 (correct)

$7,000.00 (4,934.91+2,065.09)(correct)

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Patch Description

21785497 Patch 21785497 modifies PSPPYNET.CBL and PSPTCALC.CBL to correctly calculate an employee’s Missouri resident state withholding tax when a Missouri resident is paid an on-cycle check that includes both (a) supplemental wages for work at a tax location in Missouri and (b) regular wages for work performed in one or more states other than Missouri. State Tax Reciprocity Rule 3 is applied in calculating the state tax withheld on the regular wages:

Withhold 100% of calculated work state withholding on work state wages. Calculate residence state withholding on total wages, then factor the calculated residence state withholding by the percentage of total wages earned in the residence state, and withhold the factored amount of the residence state withholding.

Prior to the modifications, Missouri withholding tax was calculated incorrectly in the above-described situation, as illustrated in the following example for a Missouri resident who is paid a total of $10,000 in an on-cycle check for work in both Missouri and Michigan.

The employee is a Missouri resident who is paid semi-monthly and whose tax status is single claiming zero withholding allowances.

On-cycle check State withholding tax calculations before the modifications

State withholding tax calculations after the modifications

$7,000 bonusWork location = Missouri (aggregate tax method)

Missouri tax = $420.00(factor applied incorrectly)

Missouri tax = $394.00

Missouri tax on total wages ($10.000) = $562.38 Multiplied by factor of 0.70 = $393.67, rounded to $394.00(Factor = 7000.00 / 10,000.00 = 0.70)

$3,000 regular wagesWork location = Michigan(annualized tax method)

Michigan tax = $127.50(correct)

Michigan tax = $127.50 (unchanged)

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Patch Description

21918996USF

Patch 21918996 modifies FGPCADJG.DMS to correctly generate Payroll Error Message 020010 if the status for the GVT_GEOLOC_CD is set to Inactive on the Location Address Table (Setup HCM>Foundation Tables>Organization>Location USF or Geographic Location MIL).

Example:

Job Data: Employee is set up with Location Code L00001

Location USF page Location Code L00001: Geoloc Cd is set up with 110010001

Geographical Location Table Code 110010001: Historical rows show Status = “Active” but the current row that is in effect for the payroll currently processed shows Status = ”Inactive”.

Geographic Location Table 110010001 Status = Inactive for the effective-dated row applicable to payroll currently processed

Before the modifications After the modifications

Employee processed with Location Code L00001 associated with Geoloc Cd 110010001

Employee is paid.No error message generated when Pay Calc is processed.

Employee is not paid.Error message 020010 is correctly generated.

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Patch Description

21919053 Patch 21919053 modifies PSPPYCAL.CBL to successfully calculate an employee’s paycheck when a gross-up earnings amount is paid on a separate check and covers an entire prior pay period that includes multiple FLSA periods.

Prior to the modifications, the Pay Calculation process generated error message 000058 and the employee was not paid in this situation.

(Posted to My Oracle Support as Patch 22181360 on 04 December 2015)

22110462 Patch 22110462 modifies PSPPYNET.CBL to ensure that local taxable gross and local tax amounts are not calculated when an employee has both (1) an earnings set up with a Taxable Gross Component ID with Tax Gross Effect = “Subtracts From” and (2) a before-tax benefits deduction set up with a Taxable Gross Component ID with Tax Gross Effect = “No Effect”. Prior to the modifications, in this situation the program incorrectly calculated a local tax row with negative gross and tax amounts that matched the benefit deduction amount.

Example: The following earnings and deduction are processed for an employee who is subject to the St. Louis earnings tax (Locality MO-65000):

Earnings Code “ABC” is set up with Taxable Gross Component ID = “NOCTY”.

The Taxable Gross Definition Table entry for Locality MO-65000 is set up to indicate Tax Gross Effect = “Subtracts from Gross” for Taxable Gross Component ID “NOCTY”.

Deduction Code “DEF” includes a before-tax deduction associated with Taxable Gross Component ID “401K”.

The Taxable Gross Definition Table entry for Locality MO-65000 is set up to indicate Tax Gross Effect = “No Effect” for Taxable Gross Component ID “401K”.

Incorrect Paycheck-Taxes result for Locality MO-65000 before the modifications

Correct Paycheck-Taxes result for Locality MO-65000 after the modifications

Employee’s paycheck calculation includes a before-tax deduction 401(k) in the amount of $81.73 for Deduction Code “DEF”.

taxable gross

tax

(81.73)

( 0.82)

No taxable gross amount is generated for Locality MO-65000, and no tax is withheld.

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Patch Description

22241378 Patch 22241378 modifies PSPTCALC.CBL to correctly calculate an employee’s resident state withholding tax when the employee lives and works in the same state and is paid regular, supplemental and special supplemental earnings on the same paycheck.

Prior to the modifications, state withholding tax was over-calculated for an employee in the above-described situation.

22265126 Patch 22265126 modifies PSPUSTAX.CBL to support the changes in the Maine withholding tax calculation formula which are effective for wages paid on or after January 1, 2016. Maine has added a new “Phase-Out” calculation to the percentage withholding tax formula.

http://www.maine.gov/revenue/forms/with/2016/16_wh_tab&instructions%20rev%202015-11-12.pdf

Tax Update 16-A also delivers an update to the State Tax Table entry for State = ME with Effective Date = 01/01/2016. Both the tax table update and the COBOL program modification must be applied together in order to correctly calculate Maine withholding tax on wages paid on or after January 1, 2016.

See the earlier U.S. Changes section of this document for information regarding the State Tax Table update delivered for Maine in Tax Update 16-A.

(Posted to My Oracle Support as Patch 22308727 on 17 December 2015)

22288834 Patch 22288834 modifies PSPMFLSA.CBL and PSPMFLSA.DMS to correctly calculate an employee’s FLSA rate in the following sequence of events when all of the following conditions are present:

1. The employee is subject to FLSA; and2. The employee’s Job Data Employee Type = “E” (Exception Hourly); and3. The employee is initially paid semi-monthly or monthly; and4. Subsequently, the employee is transferred to a bi-weekly or weekly Pay Group for which the pay period begin/end

dates overlap the pay period begin/end dates of the employee’s previous semi-monthly or monthly Pay Group; and5. The employee receives a payment (e.g. incentive) spanning the period of time in which the employee was paid in the

two different pay groups with different pay frequencies.

Prior to the modifications, the following results occurred in the above-described situation: The employee’s FLSA rate was calculated based on the bi-weekly or weekly pay frequency for the FLSA earnings and

not based on the semi-monthly or monthly pay frequency; and Although the employee’s paycheck was calculated, error message 000388 (shown below) was incorrectly generated.

After the modifications, this error message will not be generated in this situation.

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U.S. SQRs delivered in Tax Update 16-A for Release 9.1

Descriptions of SQR modifications are followed by the patch number. Unless otherwise indicated by a specific posting date, patch numbers referenced in these tax update notes have not been posted to My Oracle Support.

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

Annual Reporting SQRs

SQR Description

TAX922US.SQRTAXMREF2.SQC

TAX922US.SQR, in conjunction with TAXMREF2.SQC, creates a file to report Form W-2c data electronically to the Social Security Administration in the EFW2C format. The programs are modified to reflect changes made in the file format record specifications issued in the 2015 edition of SSA Publication EFW2C.

https://www.socialsecurity.gov/employer/efw/15efw2c.pdf

SSA Pub. EFW2c2014 edition

SSA Pub. EFW2c2015 edition

RCW Record: positions 398-408positions 409-419

Originally reported Advance Earned Income CreditCorrect Advance Earned Income Credit

FillerFiller

RCT Record: positions 221-235positions 236-250

Total originally reported Advance Earned Income CreditTotal correct Advance Earned Income Credit

FillerFiller

RCO Record:positions 189-199positions 200-210

Originally reported HIRE Exempt Wages & TipsCorrect HIRE Exempt Wages & Tips

FillerFiller

RCU Record:positions 251-265positions 266-280

Total originally reported HIRE Exempt Wages & TipsTotal correct HIRE Exempt Wages & Tips

FillerFiller

Corresponding changes (to discontinue the reporting of Advance Earned Income Credit amounts and HIRE Exempt Wages & Tips) to the program that creates the electronic file which reports Form W-2 data were delivered in Tax Update 14-E (Patch 19239613).

(Patch 22113767)

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SQR Description

TAX960VD.SQRTAX962VD.SQR(NEW)

PRTMMREF.SQC W2BOX.SQC

TAX960VD.SQR is a new program that, in conjunction with W2BOX.SQC, reports Form W-2VI wage and tax data to the U.S. Virgin Islands in the SSA EFW2 reporting format.

TAX962VD.SQR is a new program that, in conjunction with PRTMMREF.SQC, produces an audit report of the contents of the file created by TAX960VD.SQR.

In addition to reporting data to the Social Security Administration, a U.S. Virgin Islands employer who is submitting Form W2-VI data for more than 100 employees is also required to submit Form W-2VI data on a CD (in the SSA EFW2 file format) to the U.S. Virgin Islands Bureau of Internal Revenue.

http://www.vibir.gov/pdfs/W2_1099_Filing_Requirement_Letters_2014.pdf

Tax Update 16-A delivers new programs TAX960VD.SQR and TAX962VD.SQR, as well as modifications to existing modules PRTMMREF.SQC and W2BOX.SQC, to provide new product functionality to enable employers to comply with this requirement to report Form W-2VI data on CD to the U.S. Virgin Islands Bureau of Internal Revenue.

See the earlier Special Notes – U.S. section of this document for illustrations of the new run control pages delivered in Tax Update 16-A which are used to run the two new programs TAX960VD.SQR and TAX962VD.SQR.

(Patch 22114158)

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Quarterly Reporting SQRs

SQR Description

TAX810WV.SQR TAX810WV.SQR reports employee quarterly unemployment wage and tax data to West Virginia in the ICESA format. The program is modified to comply with West Virginia’s requirement that, beginning with the report for the quarter ending March 31, 2016, employers must submit the quarterly wage file online instead of on diskette; West Virginia will no longer accept diskette submissions.

http://workforcewv.org/unemployment/employers/online-employer-services.html

Before Tax Update 16-A modifications

After Tax Update 16-A modifications

Reporting period For reporting data for quarters ending 12/31/2015 and earlier

For reporting data for quarters ending 03/31/2016 and later

B Recordpositions 23-34

Information specific to diskette reporting

Spaces

Run control used to execute TAX810WV.SQR

Use the specific run control page for West Virginia quarterly reporting to create the West Virginia file.

Contact phone number is entered on the specific run control page for West Virginia quarterly reporting.

The specific run control page for West Virginia quarterly reporting is removed; use the “Others” tab to create the West Virginia file. *

Contact phone number is obtained from the Electronic Parameters page.

Filename format and reports Output file name = TAX810WV.nnn, where “nnn” represented a diskette volume number.

Reports included references to the diskette reporting medium.

Output filename = TAX810WV (no extension).

All references to diskette reporting medium are removed.

* See the earlier Special Notes – U.S. section of this document for information on the elimination of the specific run control page for West Virginia quarterly reporting and the change to using the “Others” tab to run TAX810WV.SQR to create the West Virginia quarterly wage reporting file.

IMPORTANT: In addition to electronically submitting the file created by TAX810WV.SQR, effective beginning January 1, 2016, payments must be made by ACH debit through the online filing system at www.go.wv.gov/eocr. Email [email protected] or call 304-558-2674 or 304-558-2676 for more information on this new requirement.

(Patch 21889560)

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Other U.S. SQRs

SQR Description

TAX706.SQR TAX706.SQR produces the Taxable Gross Definition Table Report. The program is modified to correctly include all the appropriate Taxable Gross Component IDs (TGCIDs) at the local tax jurisdiction level when the “Current Table Entries Only” option is elected on the Run Control Page. (This reporting option was added in Tax Update 15-D.)

Prior to the modifications, in some cases, some Taxable Gross Component IDs were incorrectly omitted from listings for local tax jurisdictions in the report output, such as in the following example illustrating table entries for Ohio school districts.

Taxable Gross Component ID Before the modifications After the modifications

GTL (one entry) Included Included

SSP (four entries) Included Included

SSS (one entry) Included Included

125 (one entry) Incorrectly excluded from the report Included

401k (one entry) Incorrectly excluded from the report Included

(Patch 22018908)

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Canadian SQRs delivered in Tax Update 16-A for Release 9.1

Descriptions of SQR modifications are followed by the patch number. Unless otherwise indicated by a specific posting date, patch numbers referenced in these tax update notes have not been posted to Updates & Fixes on My Oracle Support.

SQR Description

CTX910LD.SQR CTX910LD.SQR loads employee year-to-date tax, earnings, and deduction balances, as well as other information required for reporting to the year-end slip records in the database. The program is modified to ensure that the table aliases are consistent throughout the changes introduced in Tax Update 15-E. Prior to the modifications, errors were being generated when executing the program on a SQL Server platform due to inconsistent table aliases.

(Patch 22346889; posted to My Oracle Support as Patch 22347233 on 17 December 2015)

CTX910RM.SQR CTX910RM.SQR produces a file in XML format for reporting of original, amended, and cancelled RL-1 information. The program is modified to support RL-1 magnetic media reporting changes to the Version Schema, Certification No, Partner ID and Product ID for tax year 2015.

(Patch 21903022)

CTX910RP.SQR CTX910RP.SQR produces formatted laser RL-1 slips with a variety of sort options. Processing type options provide for original, amended, and cancelled slips, as well as the reprinting of duplicate slips. The program is modified to:

1. Include a second serial number on the RL-1 PDF slips to reflect the slip template on the Revenu Québec website.

(Patch 21341694)

2. Embed the Revenu Québec authorization number FS1501080 into the program for printing onto the BI Publisher generated RL-1 slips in PD format.

(Patch 21903050)

CTX910VM.SQR CTX910VM.SQR produces a file in XML format for reporting of original, amended, and cancelled RL-2 information. The program is modified to support RL-2 magnetic media reporting changes to the Version Schema, Certification No, Partner ID and Product ID for tax year 2015.

(Patch 21903022)

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SQR Description

CTX910VP.SQR CTX910VP.SQR produces formatted laser 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:

1. Include a second serial number on the RL-2 PDF slips to reflect the slip template on the Revenu Québec website.

(Patch 21341694)

2. Embed the Revenu Québec authorization number FS1502038 into the program for printing onto the BI Publisher generated RL-2 slips in PD format.

(Patch 21903050)

CTX910XM.SQR CTX910XM.SQR produces an XML file for electronic internet reporting of original, amended (including cancelled) 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 support the 2015 electronic file specifications for T4A XML file reporting.

(Patch 21305302; posted to My Oracle Support on 14 December 2015)

CTX912X.SQR CTX912X.SQR produces a T4 and/or T4A electronic reporting audit that reflects the data reported on the transmitter record of the XML file. Accumulated totals and summary record pages are provided for balancing purposes. The program is modified to support new T4A code 196 “Tuition Assistance – Basic Adult Education” for 2015 reporting.

(Patch 22302119)

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Appendix: Object Changes delivered in Tax Update 16-ABI Publisher Data Definitions:Data Source ID Description 900 910PYRL115 Patch 22012358

Added new Data Source Definition for 2015.PYRL215 Patch 22012358

Added new Data Source Definition for 2015.PYW2C15 Patch 22264873

Added new Data Source Definition for 2015.

BI Publisher Report Definitions:Report Name

Description 900 910

PYRL115N_EE Patch 22012358Added new RL-1 Employee print template for 2015.

PYRL115S_EE Patch 22012358Added new RL-1 Employee Self-Service print template for 2015.

PYRL115N_CO Patch 22012358Added new RL-1 Company print template for 2015.

PYRL115N_GVT Patch 22012358Added new RL-1 Government print template for 2015.

PYRL215N_EE Patch 22012358Added new RL-2 Employee print template for 2015.

PYRL215S_EE Patch 22012358Added new RL-2 Employee Self-Service print template for 2015.

PYRL215N_CO Patch 22012358Added new RL-2 Company print template for 2015.

PYRL215N_GVT Patch 22012358Added new RL-2 Government print template for 2015.

PYW2C15N_CO Patch 22264873Added new W2-C Company print template for 2015.

PYW2C15N_EE Patch 22264873Added new W2-C Employee print template for 2015.

PYW2C15N_GVT Patch 22264873Added new W2-C Government print template for 2015.

PYW2C15S_EE Patch 22264873Added new W2-C Employee Self-Service print template for 2015.

PYW2C15N_CO_1 Patch 22264873Added new W2-C Company print template for 2015.

PYW2C15N_EE_1 Patch 22264873Added new W2-C Employee print template for 2015.

PYW2C15N_GVT_1 Patch 22264873Added new W2-C Government print template for 2015.

PYW2C15S_EE_1 Patch 22264873Added new W2-C Employee Self-Service print template for 2015.

BI Publisher Template Definitions:Template ID Description 900 910PYRL115N_EE_1 Patch 22012358

Added new RL-1 Employee print template for 2015.PYRL115S_EE_1 Patch 22012358

Added new RL-1 Employee Self-Service print template for 2015.PYRL115N_CO_1 Patch 22012358

Added new RL-1 Company print template for 2015.PYRL115N_GVT_1 Patch 22012358

Added new RL-1 Government print template for 2015.PYRL215N_EE_1 Patch 22012358

Added new RL-2 Employee print template for 2015.PYRL215S_EE_1 Patch 22012358

Added new RL-2 Employee Self-Service print template for 2015.PYRL215N_CO_1 Patch 22012358

Added new RL-2 Company print template for 2015.PYRL215N_GVT_1 Patch 22012358

Added new RL-2 Government print template for 2015.

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Components:Name Description 881 890 900 910RUN_TAX960VD (USA) Patch 22114158

Added new component.RUN_TAX962VD (USA) Patch 22114158

Added new component.RUN_TAX810SD-WY (USA) Patch 21889560

Removed page RUNCTL_TAX810WV.

Fields:Name Description 881 890 900 910TX810_4_BTN2 Patch 21889560

Modified Short Name and Long Name properties from VT/WA/WV to VT/WA.

Menus:Name Description 881 890 900 910MANAGE_ANNUAL_TAX_RPTG_US Patch 22114158

Added VI_FILE_MMREF menu item to Process Bar.     

MANAGE_ANNUAL_TAX_RPTG_US Patch 22114158Added VIRGIN_ISLANDS_AUDIT_MMREF menu item to Report Bar.

     

Message Catalog:Message Set Number

Message Number

Description 881 890 900 910

2002 1169 Patch 22114158Added new message.

     

2002 1170 Patch 22114158Added new message.

     

Pages:Name Description 881 890 900 910RUNCTL_TAX960VD Patch 22114158

Added new page.     

RUNCTL_TAX962VD Patch 22114158Added new page.

     

RUNCTL_TAX810SD Patch 21889560.Modified Activate PeopleCode.

RUNCTL_TAX810WY Patch 21889560.Modified Activate PeopleCode.

Portal Registry Structures:Name Description 881 890 900 910HC_RUN_TAX960VD_USA Patch 22114158

Added new portal registry structure.     

HC_RUN_TAX962VD_USA Patch 22114158Added new portal registry structure.

     

Process Definitions:Name Description 881 890 900 910TAX960VD Patch 22114158

Added new process definition.     

TAX962VD Patch 22114158Added new process definition.

     

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Records:Name Field Description Create/

Alter881 890 900 910

ADDL_PAY_EFFDT EFFDT Patch 21568550Modified FieldFormula PeopleCode.

       

ADDL_PAY_ERNCD ERNCD Patch 21568550Modified prompt table to PY_EARNINGS_DVW.

       

DERIVED_PAY TX810_4_BTN2 Patch 21889560.Modified FieldChange PeopleCode.

 

PY_EARNINGS_DVW   Patch 21568550Modified SQL definition.

       

PY_EARNINGS_VW   Patch 21568550Modified SQL definition.

       

RC_QTR_UI DISKETTE_TYPE Patch 21889560Modified FieldChange PeopleCode.

 

RC_QTR_UI REPORTING_MEDIUM Patch 22144037Modified FieldChange, RowInit, SaveEdit and SavePreChange PeopleCode.

       

RC_QTR_UI REPORTING_MEDIUM Patch 21889560Modified RowInit, SaveEdit PeopleCode.

 

Security (Permission Lists):Menu Menu Item Description 881 890 900 910MANAGE_ANNUAL_TAX_RPTG_US VI_FILE_MMREF Patch 22114158

Added new menu item to HCCPPY1000 and HCPFGALLP.

     

MANAGE_ANNUAL_TAX_RPTG_US VIRGIN_ISLANDS_AUDIT_MMREF Patch 22114158Added new menu item to HCCPPY1000 and HCPFGALLP.

     

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