9.2 - peoplesoft tax update 17-e · web viewlegislative, regulatory, and tax updates...

PEOPLESOFT PAYROLL FOR NORTH AMERICA

RELEASE 9.2 – TAX UPDATE 17-E NOTES

This document describes the product modifications for PeopleSoft Payroll for North America Release 9.2 which are included in Tax Update 17-E.

Change Assistant will create an installation document. Follow the instructions in the installation document to apply this update.

PEOPLESOFT PROPRIETARY AND CONFIDENTIAL R92 TAX UPDATE 17-E NOTES.doc - 1

PEOPLESOFT PAYROLL FOR NORTH AMERICA - RELEASE 9.2 – TAX UPDATE 17-E DECEMBER 1, 2017

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2 – R92 TAX UPDATE 17-E NOTES.doc PEOPLESOFT PROPRIETARY AND CONFIDENTIAL

DECEMBER 1, 2017 PEOPLESOFT PAYROLL FOR NORTH AMERICA – RELEASE 9.2 – TAX UPDATE 17-E

Tax Update 17-E includes the documentation files listed below, which may be found on My Oracle Support:

www.peoplesoftupdatemanager.com

PeopleSoft Update Manager Home Page (Document ID 1641843.2)PeopleSoft Update Image Home Pages

HCM Update Image Home PageLegislative, Regulatory, and Tax Updates

PeopleSoft HCM 9.2: Update Image Documentation (Document ID 1917096.2)Payroll for North America

File Name Document Title

R92 TAX UPDATE 17-E NOTES.doc PeopleSoft Payroll for North America Release 9.2 – PeopleSoft Update Tax Update 17-E Notes

YE17CN92.doc Year End Processing 2017: Canada(Release 9.2)

PA32EIT17E.doc Word document listing of changes to Pennsylvania Act 32 Local Earned Income Tax entries in the Local Tax Table

PA32EIT17E.xls Excel spreadsheet listing of changes to Pennsylvania Act 32 Local Earned Income Tax entries in the Local Tax Table


http://www.peoplesoftupdatemanager.com/


Special Notes – Canadian Year-End Reporting 2017

Updating the Tax Form Definitions Table

Step 1: Creating 2016 Tax Form Definitions in Preparation for 2017 Processing

This Preliminary Step applies to NEW PeopleSoft Payroll for North America Customers only. (processing Year-End in PeopleSoft Payroll for the first time in 2017)

If 2017 will be your first year producing year-end slips for Canadian employees using PeopleSoft Payroll for North America, you should log a Service Request with Oracle Software Support to have the special script described in Knowledge Document 635458.1 delivered to you. Log the Service Request under Product PeopleSoft Enterprise HCM Payroll for North America and select Year-End > Canadian Year-End as your Problem Type. Follow the Guided Resolution (Setup > Canada > DMS Scripts for first-time Year-End processing), and information will be sent to you via your Service Request.

You must run this special script to prepare your Tax Form Definitions table for 2017 year-end processing. Running this script will ensure that your Tax Form Definitions table is loaded with the current entries for 2016 and is ready for the manual entry of the 2017 year-end changes provided in the subsequent steps.

IMPORTANT: Employers who completed year-end processing and produced Canadian year-end slips for tax year 2016 using PeopleSoft Payroll for North America must not run the special script described above.

Step 2: Updating the Tax Form Definitions Table for 2017

This step applies to ALL PeopleSoft Payroll for North America Customers.

To update your Tax Form Definitions table for 2017 year-end reporting, use the following instructions.

T4 Reporting

If you have not already added a row earlier in the year to your Tax Form Definitions table for 2017 T4 reporting, then add this row now. In Update/Display mode in the Tax Form Definitions table, bring up the row in the table for Form T4 Slip that has an effective date of 01/01/2016. Add a new row into the table that duplicates all of your 2016 entries by selecting the Add (+) button in the “Effective Date” group box. Change the effective date for this newly inserted row to 01/01/2017. Review the entries in the 01/01/2017 row and redefine earnings/deductions associated with the existing boxes, if required. Save this new entry.

At this time, we are unaware of changes affecting the Tax Form Definitions table for the T4 slip for 2017.

T4A Reporting

If you have not already added a row earlier in the year to your Tax Form Definitions table for 2017 T4A reporting, then add this row now. In Update/Display mode in the Tax Form Definitions table, bring up the row in the table for Form T4A Slip that has an effective date of 01/01/2016. Add a new row into the table that duplicates all of your 2016 entries by selecting the Add (+) button in the “Effective Date” group box. Change the effective date for this newly inserted row to 01/01/2017. Review the entries in the 01/01/2017 row and redefine earnings/deductions associated with the existing boxes, if required. Save this new entry.

For 2017, there are two codes to be removed for reporting on the T4A slip.

In Correction mode, bring up the new entry dated 01/01/2017 in your Tax Form Definitions table for Form T4A Slip. Select the “Box” group box and Delete (-) the entry in the table. Save the changes.



Existing Box Long Description Short Description

026 Eligible retiring allowances (2009 and prior) Code 026

027 Non-eligible retiring allowances (2009 and prior) Code 027

(Patch 26371467) Note: T4A Tax Form Definition program changes will be delivered with Tax Update 18A.

RL-1 Reporting

If you have not already added a row earlier in the year to your Tax Form Definitions table for 2017 RL-1 reporting, then add this row now. In Update/Display mode in the Tax Form Definitions table, bring up the row in the table for Form RL-1 Slip that has an effective date of 01/01/2016. Add a new row into the table that duplicates all of your 2016 entries by selecting the Add (+) button in the “Effective Date” group box. Change the effective date for this newly inserted row to 01/01/2017. Review the entries in the 01/01/2017 row and redefine earnings/deductions associated with the existing boxes, if required. Save this new entry.

At this time, we are unaware of any changes affecting the Tax Form Definitions table for the RL-1 slip for 2017.

RL-2 Reporting

If you have not already added a row earlier in the year to your Tax Form Definitions table for 2017 RL-2 reporting, then add this row now. In Update/Display mode in the Tax Form Definitions table, bring up the row in the table for Form RL-2 Slip that has an effective date of 01/01/2016. Add a new row into the table that duplicates all of your 2016 entries by selecting the Add (+) button in the “Effective Date” group box. Change the effective date for this newly inserted row to 01/01/2017. Review the entries in the 01/01/2017 row and redefine earnings/deductions associated with the existing boxes, if required. Save this new entry.

At this time, we are unaware of any changes affecting the Tax Form Definitions table for the RL-2 slip for 2017.

Updating the Tax Form XMLP Options & Year End Form Options Tables for 2017

Follow these steps to update the Tax Form XMLP Options and Year End Form Options tables for the T4 and T4A forms for 2017:

1. Apply Patch 26371384 which delivers a script to update the Tax Form XMLP Options page with 2017 year-end PDF form templates for T4 and T4A BI Publisher processing.

2. Update the Year End Form Options Table for BI Publisher processing by manually adding a new row for Tax Year 2017 for each T4 and T4A reporting company.



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 2017:

1. Apply Patch 26371400 which delivers a script to update the Tax Form XMLP Options page with 2017 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 2017 for each RL-1 and RL-2 reporting company.

Refer to the chapter titled “Preparing for 2017 Year-End Processing: PDF Year-End Slips” in the “Year End Processing 2017: 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 2017 tax reporting were announced too late for the updated programs to be delivered in Tax Update 17-E.

Updated programs containing the certification numbers listed below will be made available on My Oracle Support as soon as possible after the delivery of Tax Update 17-E, as well as delivered in Tax Update 18-A.

Type of Slip Certification Number

RL-1 RQ-17-01-020

RL-2 RQ-17-02-007

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

The Revenu Québec authorization number FS1701003 has been embedded into the print program CTX910RP.SQR for printing onto the BI Publisher generated RL-1 slips in PDF format.

The Revenu Québec authorization number FS1702004 has been embedded into the print program CTX910VP.SQR for printing onto the BI Publisher generated RL-2 slips in PDF format.



Special Notes – Canada

Creating 2017 RL-1 & RL-2 PDF Templates for BI Publisher Processing

When creating the RL-1 and RL-2 pdf slips, alignment issues may be encountered if you are on PeopleTools 8.56.

In order to address this issue, apply the fix delivered with PeopleTools Patch 26367302.

Changes to the Nova Scotia Basic Personal Exemption calculation

Beginning with the 2018 taxation year, the basic personal amount of an employee in Nova Scotia will increase by $3,000 from $8,481 to $11,481 based on their taxable income.

The full $3,000 increase will be available to individuals who have taxable income of $25,000 or less. The $3,000 increase will be reduced by 6% of taxable income that is more than $25,000. Individuals who have taxable income of $75,000 or more will not receive any increase.

As a result, new variable has been created for Nova Scotia’s basic personal amount which will be designated as “BPA.”

Because the changes were received too late for delivery with Tax Update 17-E, they will be posted to My Oracle Support in Patch 27036910 as soon as possible after the delivery of Tax Update 17-E, as well as delivered in Tax Update 18-A.

2018 Tax Rates Requiring COBOL Program Changes

The following 2018 tax rate changes require modifications to the payroll calculation COBOL programs:

Federal: K4 - Canada Employment Credit - changed to $1,195 from $1,178.

BC: Provincial tax reduction:- If net income is less than or equal to $20,144 (formerly $19,749), the reduction is equal to the lesser of (i) basic

provincial tax, and (ii) $453 (formerly $444). - If net income is greater than $20,144 and less than or equal to $32,868.72 (formerly $32,220.91), the reduction is

equal to the lesser of (i) basic provincial tax and (ii) $453 - [(Annual net income - $20,144) x 3.56%]. - If net income is greater than $32,868.72, there is no reduction.

YK: K4P - increased to $1,195 from $1,178.

Because the changes were received too late for delivery with Tax Update 17-E, they will be posted to My Oracle Support through Patch 27036910 as soon as possible after the delivery of Tax Update 17-E, as well as delivered in Tax Update 18-A.

2018 Canadian Tax and Legislative Items Too Late for 17-E Delivery

Canadian tax rate changes for 2018 that were not published in time to be included in Tax Update 17-E will be included in Patch 27098395, which is scheduled to be posted to My Oracle Support on December 20, 2017, as well as delivered in Tax Update 18-A.



Special Notes – U.S. 2017 Year End Reporting

Ordering W-2 Forms for Tax Year 2017In preparing to order W-2 forms for tax year 2017, 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 12 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 12 characters.

States that are currently known to issue Employer Identification Numbers that exceed 12 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 12 characters in length.

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

Employers who report W-2 data for New Jersey should be aware that, because of the unusually large number of data items that New Jersey requires to be individually 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.

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.

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

Employers who report W-2 data for Pennsylvania should be aware that, because of the implementation of Pennsylvania Act 32 in tax year 2012, employees who reside and/or work in multiple Pennsylvania local tax jurisdictions will have a higher number of W-2 forms produced than before Pennsylvania Act 32. A separate employee Tax Balance record is created each time that Pennsylvania Local Earned Income Tax is withheld from an employee for a different Political Subdivision (PSD) Code, and each tax balance record represents a separate iteration of local wage and tax data which must be reported on Form W-2.

Data for two local tax jurisdictions can be printed on each Form W-2 using these Form IDs:

LSP03LPS4V

Data for only one local tax jurisdiction can be printed on each Form W-2 using these Form IDs:

LSR01LSR02AXMLP 4 vertical XMLP pressure seal

To avoid running short of W-2 forms, in determining the quantity of forms to order, employers should consider the mobility of their Pennsylvania employee population.

It is strongly recommended that you set Locals per Form = 1 if you will be reporting Pennsylvania Local Earned Income Tax amounts on Form W-2. Some Pennsylvania tax collecting agencies have indicated that employers should not report data for more than one Pennsylvania locality on a single Form W-2. Do not set Locals per Form = 2 unless the Tax Collection District the forms will be submitted to has confirmed that printing two sets of local tax data on a single Form W-2 is acceptable.



(E&G) Self-Mailer Form 1042-S Discontinued

Effective beginning with tax year 2017, U.S. year end Form ID LPS3V (the self-mailer version of Form 1042-S) is no longer supported.

For tax year 2017, employers who have previously used Form ID LPS3V should make arrangements to use Form ID LSR01 for printing Form 1042-S.

(E&G) Form 1042-S Reporting for Tax Year 2017

Product modifications to support Form 1042-S reporting for tax year 2017 are scheduled to be delivered in Tax Update18-A.

Beginning with tax year 2017, the topic of Form 1042-S reporting will no longer be included in the document Year End Processing: U.S., Puerto Rico, and U.S. Territories, which is delivered each year with the October tax update. Instead, a separate volume of user documentation describing Form 1042-S reporting will be provided concurrently with each year’s annual delivery of product modifications related to supporting Form 1042-S reporting (e.g., as part of Tax Update 18-A for tax year 2017 Form 1042-S reporting).



Special Notes – U.S.

Electronic Submission of State W-2 Data: MI, NC, WI, WV

Updates for tax year 2017 to the program(s) which create the files to report W-2 data electronically to the following states are still in progress: Michigan, North Carolina, Wisconsin, and West Virginia.

Customers should not create the electronic files to report W-2 data for tax year 2017 to these states until updated versions of the program(s) required to create these state W-2 files are made available.

2018 U.S. Tax and Legislative Items Too Late for 17-E Delivery

U.S. tax changes for 2018 that were not published in time to be included in Tax Update 17-E will be included in Patch 27098238, which is scheduled to be posted to My Oracle Support on December 20, 2017, as well as delivered in Tax Update 18-A.



FUTA Credit Reduction States for Tax Year 2017

The U.S. Department of Labor has identified the two jurisdictions listed below as FUTA credit reduction states for tax year 2017.

http://oui.doleta.gov/unemploy/futa_credit.asp

Updates to the FUTA Credit Reductions Table are not delivered in tax updates.

To update the FUTA Credit Reductions Table, select Add a New Value, enter Tax Year = 2017, and click “Add”.

In the new table entry, set Effective Date = 01/01/2017, and for each state, update the Credit Reduction State checkbox and the value in the Credit Reduction Rate field for tax year 2017.


http://oui.doleta.gov/unemploy/futa_credit.asp


Patch Inventory for Tax Update 17-E - Summary E&G = PeopleSoft Payroll for North America for Education & GovernmentUSF = PeopleSoft Payroll for North America for U.S. Federal Government

Line Patch Number

Tracking Group – Tax Update

Country /Product

COBOL Programs and/or Store Statements

SQR/SQC Programs

Database Objects

Scripts Other

1 23236088 17-E CAN X

2 23293545 17-E US X

3 25471530 17-E US X

4 25476105 17-E US X

5 25557201 17-E US X

6 25645541 17-E US X

7 25684578 17-E USF X

8 25735047 17-E US X

9 25742111 17-E US X

10 25778416 17-E US X

11 25788230 17-E US X

12 25862375 17-E CAN X

13 26087061 17-E US X X

14 26371384 17-E CAN X X

15 26371400 17-E CAN X X X

16 26675184 17-E US X

17 26697174 17-E US X

18 26713688 17-E US X

19 26719598 17-E US X X X

20 26784936 17-E US X X

21 26822696 17-E CAN X

22 26865116 17-E US X X

23 26881981 17-E US X

24 26893860 17-E US X

25 26911761 17-E US X

26 26914776 17-E US X

27 26981917 17-E US X

28 26994188 17-E US X X

29 27017704 17-E N/A X

30 27055019 17-E CAN X



Line Patch Number

Tracking Group – Tax Update

Country /Product


SQR/SQC Programs

Database Objects

Scripts Other

31 27125411 17-E US X X

32 27131990 17-E CAN X X



Patch Inventory for Tax Update 17-E - Detail

Entries in this section are sequenced by Release 9.2 Patch Number.

Patch Number

Tax Update Tracking Group

Country /Product


SQR/SQC Programs

Database Objects

Scripts Other

23236088 17-E CAN X

CAN: ADDITIONAL TAX SHOULD BE HANDLED AS AN AFTER-TAX DEDUCTION

Patch 23236088 modifies PSPCPCAL.CBL, PSPCPCAL.DMS, and PSPXCALC.CBL to prevent an additional tax amount from being calculated during the tax calculation process. Instead, the amounts are taken as the very last deduction in the cheque calculation.

Prior to the modifications, the additional tax amount was incorrectly withheld as part of the statutory tax calculation.



Patch Number


Country /Product


SQR/SQC Programs

Database Objects

Scripts Other

23293545 17-E US X

EE LIVES IN NJ WORKS IN PA LOCAL AND/OR NY - NJ SWT ON 2ND CHECK OVER STATED

Patch 23293545 modifies PSPTCALC.CBL to correctly calculate New Jersey withholding tax for an employee who is a resident of New Jersey working in both the State of New York and the City of Philadelphia, Pennsylvania, in the following scenario:

1. The employee is paid regular earnings on the first and second paycheck; and2. The employee is paid supplemental earnings on the third paycheck.

Prior to the modifications, New Jersey withholding tax was calculated incorrectly on the third paycheck in this situation.



Patch Number


Country /Product


SQR/SQC Programs

Database Objects

Scripts Other

25471530 17-E US X

ACCESSIBILITY: CLASSIC PAYCHECK TITLE FOR SELECTION & VIEWING ARE THE SAME

Patch 25471530 modifies PeopleCode to ensure that, when in accessibility mode, the page title of the View Paycheck List and View Paycheck Details classic pages in ePay are sufficiently different from each other to enable users to distinguish between selecting and viewing these pages. The paycheck list grid is also modified to adopt the fluid version of accessibility.

Navigation: Self Service, Payroll and Compensation, View Paycheck

Before Tax Update 17-E modifications

After Tax Update 17-E modifications

View Paycheck List Page Title: View PaycheckGrid Title: Select PaycheckGrid: 7 columns

Page Title: View Paycheck ListGrid Title: Select Paycheck from ListGrid: 5 columns

Check date and net Pay are concatenated. View Paycheck hyperlink and Paycheck

number are concatenated.

View Paycheck Details Page Title: View Paycheck Page Title: View Paycheck Details

View Paycheck List before the changes:

View Paycheck List after the changes:



Patch Number


Country /Product


SQR/SQC Programs

Database Objects

Scripts Other

25476105 17-E US X

INVALID IOWA STATE ACCT # ON ELECTRONIC W2 FILE

TAXMMREF.SQC, in conjunction with TAX960ST.SQR, reports W-2 wage and tax data to states in the EFW2 format for electronic filing.

VALIDEIN.SQC validates the State Employer Identification Number (EIN) for the following programs: TAX910ER.SQR, which produces the W-2 Record Error Report TAX960ST.SQR, which creates files to report W-2 data to state tax jurisdictions in the EFW2 format TAX960LC.SQR, which creates files to report W-2 data to local tax jurisdictions in the EFW2 format

Patch 25476105 redelivers these two programs with modifications to remove any hyphens or blanks from the Iowa state employer account number reported in positions 248-267 of the RS Record of the file created to report W-2 data to Iowa.

Prior to the modifications, hyphens or blanks in positions 248-267 could cause the file to be rejected by Iowa.



Patch Number


Country /Product


SQR/SQC Programs

Database Objects

Scripts Other

25557201 17-E US X

SWT IS STILL NOT CORRECT FOR RECIP #2 WHEN PAID REG AND SUP EARNS AFTER 16-E

Patch 25557201 modifies PSPTCALC.CBL to correctly calculate an employee’s residence state withholding tax in the following scenario:

1. The employee works in multiple states including states other than the employee’s residence state; and2. The residence state/work state combinations are covered by State Tax Reciprocity Rule 2 (Withhold calculated residence

state tax on work state wages to extent that calculated residence state withholding exceeds calculated work state withholding); and

3. The employee is paid regular earnings for multiple work states and supplemental earnings for only one of the work states.

Prior to the modifications, the residence state withholding tax was calculated incorrectly in the above-described scenario.



Patch Number


Country /Product


SQR/SQC Programs

Database Objects

Scripts Other

25645541 17-E US X

TAX100 ISN'T DISPLAYING CORRECT EES (FOR THE AS OF DATE) IN SOME SCENARIOS

TAX100.SQR produces the W-4 Year-End Exemption Report.

Patch 25645541 modifies the program to correctly exclude terminated employees from the report, based on the date on the run control.

Prior to the modifications, the program evaluated only the maximum effective date on Job Data. With the modifications, additional logic is added to check for the employee’s maximum effective sequence on Job Data, to ensure that employees terminated in prior years are not erroneously included in the report.



Patch Number


Country /Product


SQR/SQC Programs

Database Objects

Scripts Other

25684578 17-E USF X

USF: VARIOUS FIXES NEEDED FOR PAY CAPS/LIMIT PROCESSING

Patch 25684578 modifies FGPCADJG.CBL to correctly: Process all pay caps/limits even after a pay cap/limit is reached. Generate Premium Pay pay limit correctly when both pay caps/limits (i.e., GS/15/10 and EX/V) have been exceeded in

the pay period. The COBOL will apply the higher limit defined in the Pay Plan table for GS/15/10 and EX/V. Stop applying the Overtime pay cap/limit to the Overtime earnings amount. The Overtime pay cap/limit continues to

apply to an employee’s overtime hourly rate if an employee’s overtime earnings are subject to the Overtime pay cap/limit.

Note: If the employee’s overtime pay amount is reduced by a subsequent limit, then the hourly rate displayed on the Review Paycheck page will be a derived overtime rate - not the rate used to calculate the overtime earnings amount before the reduction.

Example: The employee hourly rate is $27.89, and the overtime rate is $41.835, or $27.89 * 1.5. The employee is paid 100 hours of overtime, which is calculated as $4183.50. Because the employee’s pay exceeds the premium pay limits, the overtime earnings are reduced by $101.10, and the employee is paid $4082.40 for overtime earnings. On the Review Paycheck page, the overtime time rate is displayed as $40.824 (4082.40 / 100 = 40.824) - not as $41.835. This is the way the system has always worked, and Patch 25684578 does not change this process.

Prior to the modifications: Pay limit checking stopped after the Overtime amount, Basic Pay, Total Annual, or Premium Pay cap/limit was reached. Every employee’s earnings that were defined with Earning Process Type of Overtime were subject to Overtime pay

caps/limits processing and hourly rate capping and earnings amount capping were both applied. Premium Pay pay limit was generated for an employee when the employee’s earnings that were subject to the Premium

Pay pay caps/limits exceeded the lower but not the higher of the two Premium Pay pay caps/limits.



Patch Number


Country /Product


SQR/SQC Programs

Database Objects

Scripts Other

25735047 17-E US X

TAX960LC EFW2 RITA includes all OH Locals; CCA 2017 change RS Rec 413-487

TAX960LC.SQR reports W-2 wage and tax data to local tax agencies in the SSA EFW2 reporting format.

TAX962LC.SQRPRTMMREF.SQC

produce the audit report of the contents of the W-2 files created by TAX960LC.SQR.

Patch 25735047 redelivers these three programs with modifications to comply with tax year 2017 W-2 reporting specifications for reporting W-2 wage and tax data for Ohio local tax jurisdictions to the Central Collection Agency (CCA) and the Regional Income Tax Agency (RITA).

Central Collection Agency (CCA):

http://ccatax.ci.cleveland.oh.us/forms/magmed2017.pdf

RS Record positions

Description Before Tax Update 17-E modifications


413 - 487 Supplemental Data 2 Not required State Name (left justified): the nameof the state in which the municipality is located (e.g., “OHIO”)

(continued on the following page)


http://ccatax.ci.cleveland.oh.us/forms/magmed2017.pdf


(continued from the preceding page)

Regional Income Tax Agency (RITA):

https://cdn.ritaohio.com/Media/700444/2018-w-2-specs.pdf

RS Record positions

Description Before Tax Update 17-E modifications


5 – 9 Municipality Code RITA tax jurisdiction:R + muni code (right justify and zero fill to 4 positions)

Non-RITA tax jurisdiction:Blank (no information reported)

RITA tax jurisdiction:R + muni code (right justify and zero fill to 4 positions)

Non-RITA tax jurisdiction:Zero-fill to indicate non-RITA local

338 - 412 Supplemental Data 1 (City Name)

Municipality Name (left justified)obtained from Locality Name field on Local Tax Data

Reported only for RITA locals

Municipality Name (left justified)obtained from Locality Name field on Local Tax Data

Reported for both RITA locals and non-RITA locals

413 - 487 Supplemental Data 2(State Name)

State Name

Reported only for RITA locals

State Name

Reported for both RITA locals and non-RITA locals

Multiple RS Records will be generated for employees who have reportable data for both tax jurisdictions administered by RITA and tax jurisdictions not administered by RITA.


https://cdn.ritaohio.com/Media/700444/2018-w-2-specs.pdf


Patch Number


Country /Product


SQR/SQC Programs

Database Objects

Scripts Other

25742111 17-E US X

TAX002LC - EES DATA REPORTED ON MULTIPLE LINES WHEN SSNS ARE XXX-XX-XXXX

TAX002LC.SQR is the Quarterly State Employee Wage Listing Report.

Patch 25742111 modifies the program to correctly report the Total QTD Wages and QTD Tax Withheld for an employee with Social Security Number = “XXX-XX-XXXX”.

Prior to the modifications, these employees without SSNs were incorrectly reported multiple times, which resulted in totals being overstated.



Patch Number


Country /Product


SQR/SQC Programs

Database Objects

Scripts Other

25778416 17-E US X

TAX810AR HEADER ROWS REPEATING & MISALIGNED

Patch 25778416 modifies RPTSMMRY.SQC (used by TAX810AR.SQR) to correctly report the header information and employee detail information on the Arkansas Quarterly UI Wage Report.

Prior to the modifications, the header information was repeated and the employee detail information was incorrect in some cases. The actual file created by TAX810AR.SQR is not impacted by this issue.



Patch Number


Country /Product


SQR/SQC Programs

Database Objects

Scripts Other

25788230 17-E US X

OASDI CALCULATING INCORRECTLY WHEN PAID ON SEPARATE CHECKS

Patch 25788230 modifies PSPTARRY.CBL to correctly calculate OASDI tax for an employee in the following scenario:

1. The employee’s YTD OASDI taxable gross balance is less than the OASDI annual taxable gross limit ($127,200 for 2017); and

2. The employee is paid supplemental earnings on separate checks within the same off-cycle pay calendar, and the sum of all the earnings exceeds the OASDI taxable gross limit.

Prior to the modifications, the program failed to evaluate the OASDI maximum taxable gross limit correctly and stop withholding the tax when the tax withholding limit of $7,886.40 ($127,200 * 6.2%) was met, resulting in both the OASDI taxable gross and OASDI tax amounts being over-stated.



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25862375 17-E CAN X

CAN: SINGLE CHEQUE IS CREATED FOR MULTIPLE WAGE LOSS PLANS

Patch 25862375 modifies PSPCKSGL.CBL and PSPCKSGL.DMS to generate one paycheque per Wage Loss Plan when a Canadian multiple-job employee's paysheet containing earnings from jobs from the same Paygroup but with different Wage Loss Plans and the "Single Check for Multiple Jobs" checkbox is selected on the Company Table to which the employee belongs.

Prior to the changes, when the "Single Check for Multiple Jobs" checkbox was selected on the Company Table to which a multiple-job Canadian employee belongs and the employee's paysheet contained earnings from jobs from the same Paygroup but with different Wage Loss Plans, one paycheque was generated for the employee containing earnings from all jobs and showed one of the employee's Wage Loss Plans.



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26087061 17-E US X X

PAYCHECK MODELER: ERROR WHEN PAYCONF RUNS FOR A NON-CONFIGURED COMPANY

Patch 26087061 modifies PeopleCode to correctly validate that the Company and Paygroup are configured for Paycheck Modeler, and to replace two existing incorrect error messages with the correct messages.

Before Tax Update 17-E modifications After Tax Update 17-E modifications

Employee is a Federal employee (paid using the US Federal payroll product) or a Public Sector employee (paid using the E&G payroll product).

Message 2001, 884“The Paycheck Modeler is not available for use.”

Message 2001, 899 “You are not eligible to use the Paycheck Modeler.”

Employee is a non-resident alien. Message 2001, 884“The Paycheck Modeler is not available for use.”

Message 2001, 899 “You are not eligible to use the Paycheck Modeler.”

Employee has no active Job record. Message 2001, 884“The Paycheck Modeler is not available for use.”

Message 16005, 28068“No Job Record found for Empl ID ….”

Employee is in a Company or Pay- group that is not configured for Paycheck Modeler. Example:

Employee has two jobs in Paygroup “ABC”.

Employee’s second job is subsequently associated with Paygroup “DEF”.

Paygroup “DEF” is removed from the Paycheck Modeler setup table.

Various batch error messages were displayed. Message 2001, 884“The Paycheck Modeler is not available for use.”



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26371384 17-E CAN X X

CAN: CREATE 2017 T4/T4A PDF TEMPLATE FOR BI PUBLISHER PROCESSING

Patch 26371384 updates the Tax Form XMLP Options and Year End Form Options for the T4 and T4A forms for 2017.

See the earlier Special Notes – Canada section of this document for detailed information on this topic and the related product modifications delivered in Tax Update 17-E.



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26371400 17-E CAN X X X

CAN: CREATE 2017 RL-1 & RL-2 PDF TEMPLATES FOR BI PUBLISHER PROCESSING

Patch 26371400 updates the Tax Form XMLP Options and Year End Options tables for the RL-1 and RL-2 forms for 2017, and redelivers programs CTX910RP.SQR and CTX910VP.SQR with the following modifications:

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 embed the Revenu Québec authorization number FS1701003 into the program for printing onto the BI Publisher generated RL-1 slips in PDF format.

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 embed the Revenu Québec authorization number FS1702004 into the program for printing onto the BI Publisher generated RL-2 slips in PDF format.

See the earlier Special Notes – Canada section of this document for detailed information on this topic and the related product modifications delivered in Tax Update 17-E.



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26675184 17-E US X

TAX812IL ERROR ON LINE 503:(SQR 4707)NO VALUE FOUND FOR SUBSTITUTION ON DB2

TAX812IL.SQR SQR produces the Illinois Monthly Wage Report.

Patch 26675184 modifies the program to successfully process the report on a DB2 platform. Prior to the modifications, the program abended with the following error:

ERROR ON LINE 503: (SQR 4707) NO VALUE FOUND FOR SUBSTITUTION VARIABLE: {Y\ZYZ..}



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26697174 17-E US X

RETRO PAY PROCESS NOT RETRIEVING THE RIGHT NEW HRLY RATE FOR SOME PAY EARNS

Patch 26697174 modifies PSPRPERY.CBL and copy member PSCRPERN.CBL to correctly retrieve an employee’s hourly rate when processing Retro Pay for an employee who is paid an other earnings (not regular) that has an earnings end date (e.g., 02/04/2017) that is earlier than the effective date of a related Job row (e.g., 02/07/2017) that includes a pay increase, and this effective date is also within the pay calendar being processed (e.g., 01/29/2017 – 02/11/2017).

Prior to the modifications, in this situation, the Retro Pay calculation incorrectly used the employee’s original hourly rate instead of the new hourly rate from the Job record. This error resulted in the employee’s Retro Pay being calculated as zero. This issue occurred only for other earnings; regular earnings were processed correctly.



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26713688 17-E US X

PA LOCAL TAX INCORRECT WHEN SPC SUPPL PAID AND ONE-TIME-TAX REFUND IS APPLIED

Patch 26713688 modifies PSPPYNET.CBL to correctly calculate Pennsylvania local taxes in the following scenario:1. The employee is a resident of a Pennsylvania local tax jurisdiction which imposes a local earned income tax under

Pennsylvania Act 32 (e.g., Resident PSD 250901); and2. The employee also works in a different Pennsylvania Act 32 locality (e.g., Work PSD 250801), as well as in other states

outside of Pennsylvania (e.g., Illinois and New York); and3. The employee is paid an earnings with tax type = special supplemental which is sourced to multiple states/localities; and4. A one-time tax refund is entered for both of the Pennsylvania localities.

Prior to the modifications, in this situation, Pennsylvania local earned income tax was incorrectly calculated as a negative amount for the Pennsylvania work locality (e.g., PSD 250801).



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26719598 17-E US X X X

MISSOURI EFW2 CHANGES FOR TAX YEAR 2017

Patch 26719598 redelivers programs TAX960ST.SQR, TAX962ST.SQR, TAXMMREF.SQC, and VALIDEIN.SQC with modifications to comply with new Missouri W-2 reporting requirements for tax year 2017. For tax year 2017, Missouri begins requiring the RV Record and specifies changes to the RS Record.

http://dor.mo.gov/business/withhold/documents/MissouriAnnualW-2FilingGuidelinesupdated101817.pdf

RS Record Changes for tax year 2017

Positions 298-307 Local taxes withheld for Missouri localities (e.g. Kansas City, St Louis)

Positions 338-345 State Employer Account Number 8 digits (previously reported in positions 248-267)

RV Record RV Record required beginning with tax year 2017

Positions 248-267 Employer Representative Name

Positions 277-292 Employer Representative Title

Positions 293-300 Employer Representative Date (date of report submission)

Positions 320-329 Employer Representative Phone Number

See the following pages for information on the modifications to the Create State W-2 File run control page for Missouri, which are also delivered in Tax Update 17-E.



http://dor.mo.gov/business/withhold/documents/MissouriAnnualW-2FilingGuidelinesupdated101817.pdf


(continued from previous page)

As shown in the illustration below and on the following page, Tax Update 17-E adds new fields to the Create State W-2 File run control page for Missouri (in a new group box MO-W3 Parameters for Missouri), in order to allow Company-specific values to be entered for the following items of data which will be reported on the RV Record: Contact Name, Title, Date, Phone Number.

New field added toCreate State W-2 run control page for Missouri (TAX960ST.SQR)

Missouri W-2 fileRV Record positions

Field Name Description

Contact Name 248-276 Employer Representative Name Enter the name of individual authorized to certify the filing of the report.

Title 277-292 Employer Representative Title Enter the title of individual authorized to certify the report.

Date 293-300 Employer Representative Date Enter the date the report is submitted.

Phone Number 320-329 Employer Representative Phone Number

Enter the phone number of individual authorized to certify the report.

Create State W-2 File for Missouri BEFORE Tax Update 17-E:




(continued from previous page)

Create State W-2 File for Missouri AFTER Tax Update 17-E:



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26784936 17-E X X

DELIVER 2017 TAX FORM PRINT PARAMETERS FOR PUERTO RICO W-2PR

Patch 26784936 updates the Tax Form Print Parameters table to support Form W-2PR for tax year 2017.



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26822696 17-E CAN X

CAN: FED JUDGES AND STATUS INDIANS WKG IN QC PAYING CPP SHD BE RPTD ON RL1

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.

Patch 26822696 modifies the program to ensure that CPP pensionable earnings of federal judges and Status Indian employees working in Quebec are reported in Box G-2 of the RL-1 slip.

Prior to the modifications, only the QPP contributions were reported on the RL-1 slip.



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26865116 17-E US X X

TAX810VT.SQR VERMONT HEALTH CARE REPORTING TRANSFERRED FROM UI DEPT TO SWT DEPT

TAX810VT.SQR, in conjunction with RPTSMMRY.SQC, reports employee quarterly wage and tax data to Vermont. Patch 26865116 redelivers the programs with modifications to comply with new reporting specifications required by Vermont Act 73 of 2017. The new reporting specifications are effective beginning with data reported for the quarter ending December 31, 2017 (report due January 31, 2018).

Vermont Act 73 of 2017 transfers the administration of the Health Care Fund Contribution Assessment from the Vermont Department of Labor to the Vermont Department of Taxes.

http://legislature.vermont.gov/assets/Documents/2018/Docs/ACTS/ACT073/ACT073%20As%20Enacted.pdf

Beginning with data reported for the quarter ending December 31, 2017, employers will no longer include information related to the Health Care Fund Contribution Assessment in the quarterly wage data file submitted to the Vermont Department of Labor. Instead, employers will report Health Care Fund Contribution Assessment data to the Vermont Department of Taxes in Part III of Form WHT-46. http://tax.vermont.gov/business-and-corp/hcfca

Up to and including the quarterly reporting period ending September 30, 2017

Beginning with the quarterly reporting period ending December 31, 2017

Employers reported Health Care Fund Contribution Assessment data to Vermont Department of Labor.

The quarterly wage data file submitted to Vermont Department of Labor included Health Care Fund Contribution Assessment data in Fields 13 and 14 of the Contribution Report portion of the file:

Field 13: FTE Employee CountField 14: Health Care Amount Due

Employers report Health Care Fund Contribution Assessment data to Vermont Department of Taxes.

TAX810VT.SQR is modified to zero-fill Fields 13 and 14 of the Contribution Report portion of the quarterly wage data file submitted to the Vermont Department of Labor, and these two input fields are removed from the Create Quarterly Wage Reporting File run control page for Vermont: FTE Employee Count, Health Care Amount Due

* * * * * * * * * * * * * * * * * * * * * *Employers must now provide Health Care Fund Contribution Assessment data on Lines 6 and 7 of Part III of Vermont Form WHT-436 (Quarterly Withholding Reconciliation and Health Care Contribution)

Line 6: Adjusted Uncovered FTELine 7: Total Health Care Contributions Due

Note: The Earnings for Health Care Coverage QTD Hours Worked section remains on the Create Quarterly Wage Reporting File run control page for Vermont, and QTD health care coverage information will continue to be provided on the .lis report generated by TAX810VT.SQR, in order to provide employers with information to assist them in completing lines 6 and 7 of Part III of Vermont Form WHT-436.



http://tax.vermont.gov/business-and-corp/hcfca

http://legislature.vermont.gov/assets/Documents/2018/Docs/ACTS/ACT073/ACT073%20As%20Enacted.pdf



To comply with this change, as shown in the following illustrations, Tax Update 17-E removes the following two fields from the Create Quarterly Wage Reporting File run control page for Vermont: FTE Employee Count and Health Care Amount Due.

Create Quarterly Wage Reporting File run control page for Vermont BEFORE Tax Update 17-E:





Create Quarterly Wage Reporting File run control page for Vermont AFTER Tax Update 17-E:



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26881981 17-E US X

2017 ANNUAL REPORTING CHANGES FOR 1099-R (TAX930PM.SQR)

TAX930PM.SQR creates both the print file for reporting payee payment and tax data on Form 1099-R, and a file to report Form 1099-R data electronically to the IRS. Patch 26881981 redelivers the program with the following modifications to comply with reporting requirements for tax year 2017, as documented in IRS Pub. 1220.

https://www.irs.gov/pub/irs-pdf/p1220.pdf

1. The list of states participating in the IRS Combined Federal / State Filing Program for 1099-R reporting is updated to add Oklahoma (state Code 40) and remove Virginia (state Code 51).

2. In the Payee “B” Record, State Code 40 is added, and State Code 51 is removed.3. In the State Total “K” Record, the State Code 40 is added and State Code 51 is removed.


https://www.irs.gov/pub/irs-pdf/p1220.pdf


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26893860 17-E US X

DATA EXCEPTION ON GARNISHMENTS ON OS390

Patch 26893860 modifies PSPGPROR.CBL to successfully process garnishments invoking proration by initializing working storage variables that are used in conditional statements.

Prior to the modifications, in some cases, the Pay Calculation process abended with a data exception 0C7 error for customers running on an OS390 platform.



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26911761 17-E US X

COBOL COMPILE ERROR IN PSPTCALC.CBL ON DB2 PLATFORM

Patch 26911761 modifies PSPTCALC.CBL to correctly set the value of an index on IBM DB2 compilers.

Prior to the modifications, a SET command was being used to set the value of a regular variable instead of an index, resulting in a COBOL compile error on the DB2 platform only.



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26914776 17-E US X

TAX810IL.SQR Q3 2017 CHANGES: E RECORD POS 267 ORIGINAL; T RECORD 258-267 ZEROS

TAX810IL.SQR reports employee quarterly wage and tax data to Illinois in the ICESA format.

Patch 26914776 modifies the program to comply with new reporting specifications which are effective beginning with data reported for the quarter ending September 30, 2017 (report due October 31, 2017).

http://www.ides.illinois.gov/IDES%20Forms%20and%20Publications/MyTax_%20InformationalGuide_%20Aug2017.pdf

E Record: Position 267 is always reported with “O” (Original filing).

T Record: Positions 258-267 are always zero-filled regardless of what is entered for the Document Control Number on the Run Control page.





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26981917 17-E US X

PAYCALC ABENDS WITH ERROR 153 WHEN EMPLOYEE HAS NEGATIVE EARNINGS AFTER 17-D

Patch 26981917 modifies PSPPYNET.CBL to successfully execute the payroll calculation process (PAYCALC) when negative earnings amount(s) are entered on an employee’s paylines.

Prior to the modifications, in this scenario, PAYCALC abended with: "Error Code: 153 Subscript out of range".



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26994188 17-E US X X

CONSOLIDATED U.S. TAX TABLE CHANGES - TAX UPDATE 17-E

Patch 26994188 updates U.S. tax tables as described in the later U.S. Changes section of this document.



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27017704 17-E N/A X

CREATE TAX UPDATE 17-E TIMESTAMP



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27055019 17-E CAN X

CAN: EE CONTRIBUTION NOT TAKEN REDUCES PEN ADJ TWICE WHEN IN MULTI PLANS

Patch 27055019 modifies PSPCPCAL.CBL to calculate the Pension Adjustment correctly when an employee is enrolled in both Plan Types 80 and 81 Money Purchase Canadian pension plans and the employee has insufficient net pay to cover the pension deductions.

Prior to the changes, the Pension Adjustment was calculated incorrectly when an employee was enrolled in both plan types 80 and 81 Money Purchase Canadian pension plans and the employee had insufficient net pay to cover the pension deductions.



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27125411 17-E US X X

CONSOLIDATED U.S. GARNISHMENT TABLE CHANGES - TAX UPDATE 17-E

Patch 27125411 updates U.S. garnishment tables as described in the later U.S. Changes section of this document.



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27131990 17-E CAN X X

CAN: CONSOLIDATED CANADIAN TAX TABLE CHANGES - TAX UPDATE 17-E

Patch 27131990 updates Canadian tax tables as described in the later Canadian Changes section of this document.



U.S. Changes

(Patch 26994188 for all U.S. tax table updates)

Federal / State Tax Table

State Effective Date of Table Entry

Table Update Description

$U 01/01/2018 A new table entry effective-dated 01/01/2018 includes the increase in the Social Security taxable wage base from $127,200 to $128,700 for 2018. The Social Security tax rate on wages and tips remains at 6.2% for both employees and employers for 2018.

https://www.ssa.gov/news/press/factsheets/colafacts2018.pdf

Note: U.S. Federal withholding tax changes effective January 1, 2018, had not yet been published in time for delivery in Tax Update 17-E.

If 2018 U.S. Federal withholding tax changes are published early enough to do so, they will be included in Patch 27098238, which is scheduled to be posted to My Oracle Support on December 20, 2017, as well as delivered in Tax Update 18-A.

AK 01/01/2018 The Alaska state minimum wage is increased from $9.80 to $9.84 per hour.(The website page at the link below will be updated with information for 2018.)

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

AR 01/01/2018 The state unemployment taxable wage base is decreased from $12,000 to $10,000 for 2018.(The website page at the link below will be updated with information for 2018.)

https://www.dws.arkansas.gov/employers/employer-unemployment-insurance-contributions/

AZ 01/01/2018 The Arizona state minimum wage is increased from $10.00 to $10.50 per hour.(The website page at the link below will be updated with information for 2018.)

https://www.azica.gov/labor-minimum-wage-main-page


https://www.azica.gov/labor-minimum-wage-main-page



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

https://www.ssa.gov/news/press/factsheets/colafacts2018.pdf




CA 01/01/2018 The California state minimum wage is increased from $10.50 to $11.00 per hour.

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

CO 01/01/2018 A new table entry effective-dated 01/01/2018 includes the following changes:

1. The Colorado state minimum wage is increased from $9.30 to $10.20 per hour. (The website page at the link below will be updated with information for 2018.)

https://www.colorado.gov/pacific/cdle/minimumwage

2. The state unemployment taxable wage base is increased from $12,500 to $12,600 for 2018.(The website page at the link below will be updated with information for 2018.)

https://www.colorado.gov/pacific/cdle/premium-rates

DE 01/01/2018 The state unemployment taxable wage base is decreased from $18,500 to $16,500 for 2018.

https://ui.delawareworks.com/employer-services.php

FL 01/01/2018 The Florida state minimum wage is increased from $8.10 to $8.25 per hour.

http://www.floridajobs.org/docs/default-source/2018-minimum-wage/florida-minimum-wage-2018-announcement.pdf?sfvrsn=2

HI 01/01/2018 The Hawaii state minimum wage is increased from $9.25 to $10.10 per hour.

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


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



https://ui.delawareworks.com/employer-services.php

https://www.colorado.gov/pacific/cdle/premium-rates

https://www.colorado.gov/pacific/cdle/minimumwage

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




IA 01/01/2018 The state unemployment taxable wage base is increased from $29,300 to $29,900 for 2018.

See the 2018 update to Iowa Pub. 70-5015 (“2018 Information on Rate Computations for Private Employers”) when it is made available on the website of Iowa Workforce Development. (Currently only the 2017 edition of Pub. 70-5015 is available.)

https://www.iowaworkforcedevelopment.gov/allforms?title=70-5015

K0KentonCountyKY

01/01/2018 In the calculation of the tax to be withheld for Kenton County, Kentucky, the tax rate of 0.001097 is to be applied to annual wages in excess of $25,000 up to the 2018 FICA maximum taxable wage gross of $128,700.

http://www.egovlink.com/public_documents300/kentoncounty/published_documents/Occupational%20License/Forms/OrientationPackage.pdf

ME 01/01/2018 A new table entry effective-dated 01/01/2018 includes the following changes:

1. Maine withholding tax changes for wages paid on or after January 1, 2018, as published by Maine Revenue Services.

http://www.maine.gov/revenue/forms/with/2018/18_WH_Tab&Instructions.pdf

2. The Maine state minimum wage is increased from $9.00 to $10.00 per hour.

http://www.maine.gov/labor/labor_laws/minimum_wage_faq.html

MI 01/01/2018 The Michigan state minimum wage is increased from $8.90 to $9.25 per hour.

http://www.michigan.gov/lara/0,4601,7-154-11407_32352-140972--,00.html

MN 01/01/2018 The Minnesota state minimum wage is increased from $9.50 to $9.65 per hour.

http://www.dli.mn.gov/LS/minwage.asp


http://www.dli.mn.gov/LS/minwage.asp

http://www.michigan.gov/lara/0,4601,7-154-11407_32352-140972--,00.html

http://www.maine.gov/labor/labor_laws/minimum_wage_faq.html

http://www.maine.gov/revenue/forms/with/2018/18_WH_Tab&Instructions.pdf



https://www.iowaworkforcedevelopment.gov/allforms?title=70-5015




MO 01/01/2018 A new table entry effective-dated 01/01/2018 includes the following changes:

1. The Missouri state minimum wage is increased from $7.70 to $7.85 per hour.

https://labor.mo.gov/DLS/MinimumWage

2. The state unemployment taxable wage base is decreased from $13,000 to $12,500 for 2018.(The website page at the link below will be updated with information for 2018.)

https://labor.mo.gov/DES/Employers/tax_rates#wagebase

MT 01/01/2018 A new table entry effective-dated 01/01/2018 includes the following changes:

1. The Montana state minimum wage is increased from $8.15 to $8.30 per hour.

http://erd.dli.mt.gov/labor-standards/wage-and-hour-payment-act/state-minimum-wage


http://uid.dli.mt.gov/employers/employer-contribution-rates

NC 01/01/2018 The state unemployment taxable wage base is increased from $23,100 to $23,500 for 2018.(The website page at the link below will be updated with information for 2018.)

https://des.nc.gov/DES/Static?page=faqMain#EmployerTax


https://des.nc.gov/DES/Static?page=faqMain#EmployerTax

http://uid.dli.mt.gov/employers/employer-contribution-rates



https://labor.mo.gov/DES/Employers/tax_rates#wagebase

https://labor.mo.gov/DLS/MinimumWage




NJ 01/01/2018 A new table entry effective-dated 01/01/2018 includes the following changes:

1. The New Jersey state minimum wage is increased from $8.44 to $8.60 per hour.

http://www.wnjpin.state.nj.us/labor/forms_pdfs/lsse/mw-220.pdf

2. The taxable wage base for state and voluntary disability, family leave insurance, and unemployment insurance programs is increased from $33,500 to $33,700 for 2018.

The employee tax rate for employee temporary disability insurance (T.D.I.) is decreased from 0.002400 to 0.001900 for 2018.

The employee tax rate for Family Leave Insurance (F.L.I.) is decreased from 0.001000 to 0.000900 for 2018.

The following employee tax rates remain unchanged for 2018:

0.003825 Unemployment Insurance (U.I.)0.000250 Workforce Development Partnership Fund (W.D.P. F.)0.000175 Supplemental Workforce Assessment Fund (S.W.A.F.)

http://lwd.dol.state.nj.us/labor/ea/rates/ea2018.html

NM 01/01/2018 The state unemployment taxable wage base is decreased from $24,300 to $24,200 for 2018.

https://www.dws.state.nm.us/Unemployment-Insurance/UI-Information/2018-2017-UI-Tax-Claims-Info

NV 01/01/2018 The state unemployment taxable wage base is increased from $29,500 to $30,500 for 2018.

http://ui.nv.gov/ESSHTML/ui_information.htm#Taxable_Wage_Base:

NY 12/31/2017 Effective December 31, 2017, the New York state hourly minimum wage is increased from $11.00 to $13.00 per hour.

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


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

http://ui.nv.gov/ESSHTML/ui_information.htm#Taxable_Wage_Base



http://lwd.dol.state.nj.us/labor/ea/rates/ea2018.html

http://www.wnjpin.state.nj.us/labor/forms_pdfs/lsse/mw-220.pdf




NY 01/01/2018 The state unemployment taxable wage base is increased from $10,900 to $11,100 for 2018.

http://www.labor.ny.gov/ui/employerinfo/quarterly-reporting.shtm

OH 01/01/2018 A new table entry effective-dated 01/01/2018 includes the following changes:

1. The Ohio state minimum wage is increased from $8.15 to $8.30 per hour.

http://www.com.ohio.gov/documents/dico_2018Minimumwageposter.pdf

2. The state unemployment taxable wage base is increased from $9,000 to $9,500 for 2018.

https://jfs.ohio.gov/ouc/uctax/rates.stm

OK 01/01/2018 The state unemployment taxable wage base is decreased from $17,700 to $17,600 for 2018.

https://www.ok.gov/oesc_web/Services/Unemployment_Insurance/Taxable_Wage_Base_and_Rates.html

OR 01/01/2018 The state unemployment taxable wage base is increased from $38,400 to $39,300 for 2018.

http://www.oregon.gov/EMPLOY/Businesses/Tax/Pages/Current-Tax-Rate.aspx

PA 01/01/2018 The state unemployment taxable wage base is increased from $9,750 to $10,000 for 2018.

The employee UI tax rate is decreased from 0.000700 to 0.000600 for 2018. (The employee UI tax is calculated on all UI wages and is not limited to the $10,000 taxable wage base applicable to employer UI contributions.)

http://www.uc.pa.gov/employers-uc-services-uc-tax/information/Pages/default.aspx


http://www.uc.pa.gov/employers-uc-services-uc-tax/information/Pages/default.aspx

http://www.oregon.gov/EMPLOY/Businesses/Tax/Pages/Current-Tax-Rate.aspx



https://jfs.ohio.gov/ouc/uctax/rates.stm

http://www.com.ohio.gov/documents/dico_2018Minimumwageposter.pdf

http://www.labor.ny.gov/ui/employerinfo/quarterly-reporting.shtm




RI 01/01/2018 The Rhode Island state minimum wage is increased from $9.60 to $10.10 per hour.(The website page at the link below will be updated with information for 2018.)

http://www.dlt.ri.gov/ls/minwage.htm

SC 01/01/2018 South Carolina withholding tax changes effective for wages paid on or after January 1, 2018, as published by the South Carolina Department of Revenue.

https://dor.sc.gov/software-developers/WithholdingSD/WH1603F.pdf

SD 01/01/2018 The South Dakota state minimum wage is increased from $8.65 to $8.85 per hour.

http://dlr.sd.gov/news/releases17/nr092117_min_wage_increase.pdf

VT 01/01/2018 A new table entry effective-dated 01/01/2018 includes the following changes:

1. The Vermont state minimum wage is increased from $10.00 to $10.50 per hour.

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


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




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

http://dlr.sd.gov/news/releases17/nr092117_min_wage_increase.pdf

https://dor.sc.gov/software-developers/WithholdingSD/WH1603F.pdf

http://www.dlt.ri.gov/ls/minwage.htm




WA 01/01/2018 A new table entry effective-dated 01/01/2018 includes the following changes:

1. The Washington state minimum wage is increased from $11.00 to $11.50 per hour.

http://www.lni.wa.gov/workplacerights/files/2018MinimumWageAnnouncement.pdf

2. The state unemployment taxable wage base is increased from $45,000 to $47,300 for 2018.

https://esd.wa.gov/employer-taxes/taxable-wage-base

WY 01/01/2018 The state unemployment taxable wage base is decreased from $25,400 to $24,700 for 2018.(The website page at the link below will be updated with information for 2018.)

http://wyomingworkforce.org/businesses/ui/utwb/


http://wyomingworkforce.org/businesses/ui/utwb/

https://esd.wa.gov/employer-taxes/taxable-wage-base

http://www.lni.wa.gov/workplacerights/files/2018MinimumWageAnnouncement.pdf


Summary of State UI Taxable Wage Base Limits for 2018

State2017

State UI Taxable Wage Base Limit

2018State UI Taxable Wage Base

LimitChange Delivered in Tax

Update

Alabama 8,000 8,000 UnchangedAlaska 39,800Arizona 7,000 7,000 UnchangedArkansas (decrease) 12,000 10,000 17-ECalifornia 7,000 7,000 UnchangedColorado 12,500 12,600 17-EConnecticut 15,000 15,000 UnchangedDelaware (decrease) 18,500 16,500 17-EDistrict of Columbia 9,000 9,000 UnchangedFlorida 7,000 7,000 UnchangedGeorgia 9,500 9,500 UnchangedHawaii 44,000Idaho 37,800Illinois 12,960 12,960 UnchangedIndiana 9,500 9,500 UnchangedIowa 29,300 29,900 17-EKansas 14,000 14,000 UnchangedKentucky 10,200 10,200 UnchangedLouisiana 7,700 7,700 UnchangedMaine 12,000 12,000 UnchangedMaryland 8,500 8,500 UnchangedMassachusetts 15,000 15,000 UnchangedMichigan 9,000 9,000 UnchangedMinnesota 32,000 32,000 UnchangedMississippi 14,000 14,000 UnchangedMissouri (decrease) 13,000 12,500 17-EMontana 31,400 32,000 17-ENebraska 9,000 9,000 UnchangedNevada 29,500 30,500 17-ENew Hampshire 14,000 14,000 UnchangedNew Jersey 33,500 33,700 17-ENew Mexico (decrease) 24,300 24,200 17-ENew York 10,900 11,100 17-ENorth Carolina 23,100 23,500 17-ENorth Dakota 35,100Ohio 9,000 9,500 17-EOklahoma (decrease) 17,700 17,600 17-EOregon 38,400 39,300 17-EPennsylvania 9,750 10,000 17-EPuerto Rico 7,000Rhode Island 22,400 or 23,900 *South Carolina 14,000 14,000 UnchangedSouth Dakota 15,000 15,000 UnchangedTennessee 8,000 8,000 UnchangedTexas 9,000 9,000 UnchangedUtah 33,100



State2017

State UI Taxable Wage Base Limit

2018State UI Taxable Wage Base

LimitChange Delivered in Tax

Update

Vermont 17,300 17,600 17-EVirgin Islands 23,500Virginia 8,000 8,000 UnchangedWashington 45,000 47,300 17-EWest Virginia 12,000 12,000 UnchangedWisconsin 14,000 14,000 UnchangedWyoming (decrease) 25,400 24,700 17-E

* 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.



Local Tax Table

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

CA 67000

San Francisco Employer Payroll Expense Tax

0.008290 / Resident0.008290 / Nonresident


01/01/2017

IN 003 Allen 0.013500 / Resident0.013500 / Nonresident


10/01/2017

023 Clinton 0.020000 / Resident0.020000 / Nonresident


10/01/2017

045 Fountain 0.015500 / Resident0.015500 / Nonresident


10/01/2017

089 Lagrange 0.014000 / Resident0.014000 / Nonresident


10/01/2017

097 Marion 0.017700 / Resident0.017700 / Nonresident


10/01/2017

153 Sullivan 0.003000 / Resident0.003000 / Nonresident


10/01/2017

165 Vermillion 0.002000 / Resident0.002000 / Nonresident


10/01/2017

KY 00802

Alexandria Maximum tax = $1,908.00 Maximum tax = $1,930.50 01/01/2018

117 Kenton County Maximum tax = $ 289.54 Maximum tax = $ 291.18 01/01/2018

16372

Cold Spring Maximum tax = $1,272.00 Maximum tax = $1,287.00 01/01/2018




KY 17848

Covington Maximum tax = $3,116.40 Maximum tax = $3,153.15 01/01/2018

18442

Crestview Hills Maximum tax = $1,272.00 Maximum tax = $1,287.00 01/01/2018

213 Simpson County Maximum tax = $ 954.00 Maximum tax = $ 965.25 01/01/2018

27982

Florence Maximum tax = $2,544.00 Maximum tax = $2,574.00 01/01/2018

28612

Fort Wright Maximum tax = $1,462.80 Maximum tax = $1,480.05 01/01/2018

28918

Franklin Maximum tax = $1,272.00 Maximum tax = $1,287.00 01/01/2018

55884

Newport Maximum tax = $3,180.00 Maximum tax = $3,217.50 01/01/2018

80616

Warsaw Maximum tax = $1,272.00 Maximum tax = $1,287.00 01/01/2018

MD 015 Cecil Graduated Tax Table Code = ZF


Graduated Tax Table Code = ZL


01/01/2018

OH 01000

Akron 0.022500 / Resident0.022500 / Nonresident


01/01/2018

00142

Aberdeen Taxing Entity Code = blankW2 Reporting Agency = blank

Taxing Entity Code = 023W2 Reporting Agency = RITA

Correcting entry




OH 15014

Circleville Status = Active Status = Inactive 01/01/2018

25144

Elmore Taxing Entity Code = blankW2 Reporting Agency = blank


Correcting entry

26768

Fayette Taxing Entity Code = blankW2 Reporting Agency = blank


Correcting entry

29932

Germantown Taxing Entity Code = blankW2 Reporting Agency = blank

Taxing Entity Code = 348W2 Reporting Agency = CCA

Correcting entry

37296

Indian Hill Status = Active Status = Inactive 01/01/2018

42378

Lebanon Status = Active Status = Inactive 01/01/2018

42560

Leetonia Taxing Entity Code = blankW2 Reporting Agency = blank


Correcting entry

46480

Madison Village Taxing Entity Code = blankW2 Reporting Agency = blank


Correcting entry

49966

Midvale Taxing Entity Code = blankW2 Reporting Agency = blank


Correcting entry

54334

New Carlisle Taxing Entity Code = blankW2 Reporting Agency = blank


Correcting entry

55104

New Miami Taxing Entity Code = blankW2 Reporting Agency = blank


Correcting entry

55188

New Paris New entry 0.010000 / Resident0.010000 / Nonresident


10/01/2017

OH 56448

Northfield Village Taxing Entity Code = blankW2 Reporting Agency = blank


Correcting entry




57372

Norwalk Taxing Entity Code = blankW2 Reporting Agency = blank


Correcting entry

62414

Phillipsburg Taxing Entity Code = blankW2 Reporting Agency = blank


Correcting entry

83608

West Lafayette Taxing Entity Code = blankW2 Reporting Agency = blank


Correcting entry

85036

Wickliffe Taxing Entity Code = blankW2 Reporting Agency = blank


Correcting entry

85792

Wilmington 0.010000 / Resident0.010000 / Nonresident


01/01/2017

86380

Woodlawn Status = Active Status = Inactive 01/01/2018



Local Tax Table – Pennsylvania Local Earned Income Tax

Tax Update 17-E 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 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 Pennsylvania website. All updates to Pennsylvania Local Earned Income Tax entries in the Local Tax Table delivered in this tax update are effective-dated 01/01/2017.

http://munstats.pa.gov/Reports/ReportInformation2.aspx?report=EitWithCollector_Dyn_Excel&type=R

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:

PA32EIT17E.doc Word documentPA32EIT17E.xls Excel spreadsheet





Local Tax Reciprocity Table

Locality of Residence

Locality of Employment

Effective Date

Credit Reduction

Percent

Credit Limit Rate

Reciprocity Rule / Reason for Change

OH-40572Kirkersville

(blank)/$DFLT

07/01/2017

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 reflect the fact that Kirkersville OH does not allow a credit against its resident tax for taxes paid to other jurisdictions.

http://www.ritaohio.com/TaxRatesTable

OH-42560Leetonia

(blank)/$DFLT

07/01/2017

50.00 0.010000

Rule 2: Withhold 100% of calculated work locality withholding on work locality wages. Then calculate residence locality withholding by the applicable method, depending on whether residence or work locality tax rate is greater.

Reason for Change:New table entry added to reflect the fact that Leetonia OH allows a credit against its resident tax for taxes paid to other jurisdictions.






NR Alien Tax Treaty Table (E&G)

Country Treaty ID Effective Date Table Update

ESP - Spain TIAS 01/01/2018 For Income Code = Studying and Training:

Max Earnings Eligible Per Year is reduced from $5,000 to $850 to comply with the terms of Article 22 of the treaty (Students and Trainees) as amended by Provision 16 of the protocol.

https://www.irs.gov/pub/irs-trty/spain.pdf

“With reference to Article 22 (Students and Trainees) The amount of 5,000 United States dollars referred to in paragraph 1(b)(iii) . . . includes any amount excluded or exempted from taxation under the laws of that other Contracting State.”

$5,000 less $4,150 (2018 U.S. income tax annual exemption) = $850


https://www.irs.gov/pub/irs-trty/spain.pdf


Garnishment Rules Table (U.S.)(Patch 27125411)

State Rule ID Effective Date

Action

NY GEN - DE2 12/31/2017 The rule which uses the minimum wage applicable specifically to Nassau, Suffolk, and Westchester counties in the exemption calculation of 30 x the state minimum hourly wage is updated to reflect the new minimum wage for these counties of $11.00 (previously $10.00), which is effective beginning December 31, 2017.

The value for Exemption Amount 1 is increased from $300.00 to $330.00.

GEN - DE3 12/31/2017 The rule which uses the minimum wage applicable in the remainder of the State of New York (i.e., outside of New York City and Nassau, Suffolk, and Westchester counties) in the exemption calculation of 30 x the state minimum hourly wage is updated to reflect the new minimum wage for this region of $10.40 (previously $9.70), which is effective beginning December 31, 2017.

The value for Exemption Amount 1 is increased from $291.00 to $312.00.



Canadian Changes

Canadian Tax Table(Patch 27131990)

Page Province Field Old Amount

New Amount

Effective Date

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

$55,300.00 $55,900.00 01 Jan 2018

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

$55,300.00 $55,900.00 01 Jan 2018

CPP/QPP and EI Employee Contribution Percent (QPP)

5.40 No Change 01 Jan 2018

CPP/QPP and EI Employee Premium Percent 1.63000 1.66000 01 Jan 2018

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

$51,300.00 $51,700.00 01 Jan 2018

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

1.27000 1.30000 01 Jan 2018

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

$51,300.00 $51,700.00 01 Jan 2018

CPP/QPP and EI QPIP Max Insurable Earnings

$72,500.00 $74,000.00 01 Jan 2018

Tax Rates, Credits and Other

Federal Basic Personal Amount

$11,635.00 $11,809.00 01 Jan 2018


Québec Basic Personal Amount

$11,635.00 TBA 01 Jan 2018


RPP/RRSP Limit (F Factor) $26,010.00 $26,230.00 01 Jan 2018


Maximum Credit (LCF) $750.00 No change 01 Jan 2018


LCF Rate 0.15000 No change 01 Jan 2018


Annual Taxable Income (A) $45,916.00 $46,605.00 01 Jan 2018








Federal Constant (K) $2,525.00 $2,563.00 01 Jan 2018






New Amount

Effective Date






Annual Taxable Income (I1) $42,705.00 TBA 01 Jan 2018






Provincial Constant (K1) $1,708,00 TBA 01 Jan 2018


Provincial Constant (K1) $5,124.00 TBA 01 Jan 2018


Provincial Constant (K1) $6,942.00 TBA 01 Jan 2018

Provincial Rates AB Basic Tax Credit Amt (TCP) $18,690.00 $18,915.00 01 Jan 2018

Provincial Rates AB Annual Taxable Income (A) $126,625.00 $128,145.00 01 Jan 2018




Provincial Rates AB Prov Constant (KP) $2,533.00 $2,563.00 01 Jan 2018




Provincial Rates BC WCB Limit $81,900.00 $82,700.00 01 Jan 2018

Provincial Rates BC Basic Tax Credit Amt (TCP) $10,208.00 $10,412.00 01 Jan 2018

Provincial Rates BC Annual Taxable Income (A) $38,898.00 $39,676.00 01 Jan 2018




Provincial Rates BC Annual Taxable Income (A) New Entry $150,000.00 01 Jan 2018

Provincial Rates BC Prov Constant (KP) $1,027.00 $1,047.00 01 Jan 2018




Provincial Rates BC Prov Constant (KP) New Entry $10,716.00 01 Jan 2018

Provincial Rates MB Basic Tax Credit Amt (TCP) $9,271.00 $9,382.00 01 Jan 2018

Provincial Rates MB Annual Taxable Income (A) $31,465.00 $31,843.00 01 Jan 2018

Provincial Rates MB Annual Taxable Income (A) $68,005.00 $68,821.00 01 Jan 2018




New Amount

Effective Date

Provincial Rates MB Prov Constant (KP) $614.00 $621.00 01 Jan 2018

Provincial Rates MB Prov Constant (KP) $3,776.00 $3,821.00 01 Jan 2018

Provincial Rates NB WCB Limit $62,700.00 $63,600.00 01 Jan 2018

Provincial Rates NB Basic Tax Credit Amt (TCP) $9,895.00 $10,043.00 01 Jan 2018

Provincial Rates NB Annual Taxable Income (A) $41,059.00 $41,675.00 01 Jan 2018




Provincial Rates NB Prov Constant (KP) $2,110.00 $2,142.00 01 Jan 2018




Provincial Rates NL Basic Tax Credit Amt (TCP) $8,978.00 $9,247.00 01 Jan 2018

Provincial Rates NL Annual Taxable Income (A) $35,851.00 $36,926.00 01 Jan 2018




Provincial Rates NL Prov Constant (KP) $2,079.00 $2,142.00 01 Jan 2018




Provincial Rates NS WCB Limit $59,300.00 $59,800.00 01 Jan 2018

Provincial Rates NS Basic Tax Credit Amt (TCP) $8,481.00 BPA 01 Jan 2018

Provincial Rates NT Basic Tax Credit Amt (TCP) $14,278.00 $14,492.00 01 Jan 2018

Provincial Rates NT Annual Taxable Income (A) $41,585.00 $42,209.00 01 Jan 2018



Provincial Rates NT Prov Constant (KP) $1,123.00 $1,140.00 01 Jan 2018



Provincial Rates NU Basic Tax Credit Amt (TCP) $13,128.00 $13,325.00 01 Jan 2018

Provincial Rates NU Annual Taxable Income (A) $43,780.00 $44,437.00 01 Jan 2018



Provincial Rates NU Prov Constant (KP) $1,313.00 $1,333.00 01 Jan 2018



Provincial Rates ON Tax Reduction (S) $235.00 $239.00 01 Jan 2018




New Amount

Effective Date

Provincial Rates ON Threshold Amount (V1A) $4,556.00 $4,638.00 01 Jan 2018

Provincial Rates ON Threshold Amount (V1B) $5,831.00 $5,936.00 01 Jan 2018

Provincial Rates ON WCB Limit $88,500.00 $90,300.00 01 Jan 2018

Provincial Rates ON Basic Tax Credit Amt (TCP) $10,171.00 $10,354.00 01 Jan 2018

Provincial Rates ON Annual Taxable Income (A) $42,201.00 $42,960.00 01 Jan 2018

Provincial Rates ON Annual Taxable Income (A) $84,404.00 $85,923.00 01 Jan 2018

Provincial Rates ON Prov Constant (KP) $1,730.00 $1,761.00 01 Jan 2018




Provincial Rates PE WCB Limit $52,800.00 $53,400.00 01 Jan 2018

Provincial Rates PE Basic Tax Credit Amt (TCP) $8,320.00 $8,160.00 01 Jan 2018

Provincial Rates QC WCB Limit $72,500.00 $74,000.00 01 Jan 2018

Provincial Rates SK Maximum LCP Credit $1,000.00 $875.00 01 Jan 2018

Provincial Rates SK LCP Rate 0.20000 0.17500 01 Jan 2018

Provincial Rates YT Basic Tax Credit Amt (TCP) $11,635.00 $11,809.00 01 Jan 2018

Provincial Rates YT Annual Taxable Income (A) $45,916.00 $46,605.00 01 Jan 2018



Provincial Rates YT Prov Constant (KP) $1,194.00 $1,212.00 01 Jan 2018






Inventory of COBOL and Store Statement Changes

Changed COBOL ModulesThis 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 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.

Module Patch Number(s)

COBOL Modules FGPCADJG.CBL 25684578

PSPCKSGL.CBL 25862375

PSPCPCAL.CBL 23236088, 27055019

PSPGPROR.CBL 26893860

PSPPYNET.CBL 26713688, 26981917

PSPRPERY.CBL 26697174

PSPTARRY.CBL 25788230

PSPTCALC.CBL 23293545, 25557201, 26911761

PSPXCALC.CBL 23236088

Copy Member PSCRPERN.CBL 26697174

Store Statements PSPCKSGL.DMS 25862375

PSPCPCAL.DMS 23236088



Inventory of SQRs / SQCs

Module Patch Number(s)

U.S. SQRs PRTMMREF.SQC 25735047

RPTSMMRY.SQC 25778416, 26865116

TAX002LC.SQR 25742111

TAX100.SQR 25645541

TAX810IL.SQR 26914776

TAX810VT.SQR 26865116

TAX812IL.SQR 26675184

TAX930PM.SQR 26881981

TAX960LC.SQR 25735047

TAX960ST.SQR 26719598

TAX962LC.SQR 25735047

TAX962ST.SQR 26719598

TAXMMREF.SQC 25476105, 26719598

VALIDEIN.SQC 25476105, 26719598

Canadian SQRs CTX910LD.SQR 26822696

CTX910RP.SQR 26371400

CTX910VP.SQR 26371400



Inventory of Object Changes – Tax Update 17-E

Application Engine Programs:Name DescriptionDC26784936 Patch 26784936

Initializes PR Tax Form Print Parameters.DC26994188 Patch 26994188

Initializes U.S. Tax Tables.DC27017704 Patch 27017704

Creates Tax Update Stamp.DC27125411 Patch 27125411

Initializes Garnishment Tax Tables.DC27131990 Patch 27131990

Initializes Canadian Tax Tables.

BI Publisher Data Definitions:Data Source ID DescriptionPYRL117 Patch 26371400

Added new RL-1 Data Source Definition for 2017.PYRL217 Patch 26371400

Added new RL-2 Data Source Definition for 2017.PYT417 Patch 26371384

Added new T4 Data Source Definition for 2017.PYT4A17 Patch 26371384

Added new T4A Data Source Definition for 2017.

BI Publisher Report Definitions:Report Name DescriptionPYRL117N_CO Patch 26371400

Added new RL-1 Company print template for 2017.PYRL117N_EE Patch 26371400

Added new RL-1 Employee print template for 2017.PYRL117N_GVT Patch 26371400

Added new RL-1 Government print template for 2017.PYRL117S_EE Patch 26371400

Added new RL-1 Employee Self-Service print template for 2017.PYRL217N_CO Patch 26371400

Added new RL-2 Company print template for 2017.PYRL217N_EE Patch 26371400

Added new RL-2 Employee print template for 2017.PYRL217N_GVT Patch 26371400

Added new RL-2 Government print template for 2017.PYRL217S_EE Patch 26371400

Added new RL-2 Employee Self-Service print template for 2017.PYT417N_CO Patch 26371384

Added new T4 Company print template for 2017.PYT417N_EE Patch 26371384

Added new T4 Employee print template for 2017.PYT417N_GVT Patch 26371384

Added new T4 Government print template for 2017.PYT417S_EE Patch 26371384

Added new T4 Employee Self-Service print template for 2017.PYT4A17N_CO Patch 26371384

Added new T4A Company print template for 2017.PYT4A17N_EE Patch 26371384

Added new T4A Employee print template for 2017.PYT4A17N_GVT Patch 26371384

Added new T4A Government print template for 2017.PYT4A17S_EE Patch 26371384

Added new T4A Employee Self-Service print template for 2017.

BI Publisher Template Definitions:PEOPLESOFT PROPRIETARY AND CONFIDENTIAL R92 TAX UPDATE 17-E

NOTES.doc - 75


Template ID DescriptionPYRL117N_CO_1 Patch 26371400

Added new RL-1 Company print template for 2017.PYRL117N_EE_1 Patch 26371400

Added new RL-1 Employee print template for 2017.PYRL117N_GVT_1 Patch 26371400

Added new RL-1 Government print template for 2017.PYRL117S_EE_1 Patch 26371400

Added new RL-1 Employee Self-Service print template for 2017.PYRL217N_CO_1 Patch 26371400

Added new RL-2 Company print template for 2017.PYRL217N_EE_1 Patch 26371400

Added new RL-2 Employee print template for 2017.PYRL217N_GVT_1 Patch 26371400

Added new RL-2 Government print template for 2017. PYRL217S_EE_1 Patch 26371400

Added new RL-2 Employee Self-Service print template for 2017.PYT417N_CO_1 Patch 26371384

Added new T4 Company print template for 2017.PYT417N_EE_1 Patch 26371384

Added new T4 Employee print template for 2017.PYT417N_GVT_1 Patch 26371384

Added new T4 Government print template for 2017.PYT417S_EE_1 Patch 26371384

Added new T4 Employee Self-Service print template for 2017.PYT4A17N_CO_1 Patch 26371384

Added new T4A Company print template for 2017.PYT4A17N_EE_1 Patch 26371384

Added new T4A Employee print template for 2017.PYT4A17N_GVT_1 Patch 26371384

Added new T4A Government print template for 2017.PYT4A17S_EE_1 Patch 26371384

Added new T4A Employee Self-Service print template for 2017.

Message Catalog:Message Set Number

Message Number

Description

2000 1400 Patch 26719598Added new message text.

2001 884 Patch 26087061Modified message text.

2002 1207 Patch 26719598Added new message text.

Pages:Name DescriptionPY_IC_PI_DATA Patch 25471530

Modified Page Activate PeopleCode.PY_IC_PI_LIST Patch 25471530

Modified Page PeopleCode.Modified Page Activate PeopleCode.

RUNCTL_TAX810VT Patch 26865116Removed two fields from run control page.

RUNCTL_TAX960ST Patch 26719598Modified Run Control page to support Missouri reporting requirements.



Records:Name Field Description Create/

AlterJOB TAX_LOCATION_CD Patch 25413108

Modified SavePreChange PeopleCode.PY_MOD_DERIVED AGREEMENT_ACCEPT Patch 26087061

Modified FieldChange PeopleCode.PY_MOD_DERIVED EMPLID Patch 26087061

Modified FieldFormula PeopleCode.RC_TAX960MO Patch 26719598

Added new record.Create

RC_TAX960MO COMPANY Patch 26719598Added new SaveEdit PeopleCode.

RC_TAX960MO CONTACT_NAME Patch 26719598Added new SaveEdit PeopleCode.

RC_TAX960MO TELEPHONE_NBR Patch 26719598Added new SaveEdit PeopleCode.

RC_TAX960MO TITLE Patch 26719598Added new SaveEdit PeopleCode.

RC_TAX960MO TRANS_DT Patch 26719598Added new SaveEdit PeopleCode.

RC_TAX960MO OPRID Patch 26719598Added new FieldDefault PeopleCode.

RC_TAX960ST STATE Patch 26719598Modified FieldChange PeopleCode. Modified RowDelete PeopleCode.Modified RowInit PeopleCode.



Other Items

(This item is not included in Tax Update 17-E.)

Patch Subject

26696451 W-4 PDF: (IL) ILLINOIS HAS A NEW W-4 TAX WITHHOLDING FORM FOR AUG 2017
