ax update 15-e tax update notes release 9 · pdf filepeoplesoft payroll for north america tax...

PE 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 TAX15E910-N O T E S . D O C - 1

PEOPLESOFT PAYROLL FOR NORTH AMERICA TAX UPDATE 15-E TAX UPDATE NOTES - RELEASE 9.1

PeopleSoft Payroll for North America Tax Update 15-E includes updates to U.S. tax and garnishment 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

• 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: YE15CN910E.doc Year End Processing 2015: Canada US1042S15E.doc (E&G) U.S. Form 1042-S Processing 2015 UPD915192_INSTALL.htm “PeopleSoft Application Update Installation Instructions” UPD915192_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 15-E, you must apply all previous tax updates. 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 PA Y R O L L F O R N O R T H A M E R I C A TA X U P D A T E 15 -E - R E L E A S E 9 . 1 DE C E M B E R 4 , 2 015

2 – TAX15E910-N O T E S . D O C PE 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

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DE C E M B E R 4 , 2 015 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 TA X UP D A T E 15 -E – RE L E A S E 9 . 1

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 TAX15E910-N O T E S . D O C - 3

Updating Your Tables Tax Update 15-E includes the following files for updating the tables in your PeopleSoft system. File Contents upd915192_01.dat upd915192_01.dms

U.S. tax table updates

upd915192_02.dat upd915192_02.dms

Garnishment table updates

upd915192_03.dms

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

upd915192_04.dat upd915192_04.dms

(Canada) 2015 Year End Form T4 and T4A PDF templates for XMLP

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.



Special Notes – Canadian Year-End Reporting 2015

Updating the Tax Form Definition Table Step 1: Creating 2014 Tax Form Definitions in Preparation for 2015 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 2015) If 2015 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 Definition Table for 2015 year-end processing. Running this script will ensure that your Tax Form Definition Table is loaded with the current entries for 2014 and is ready for the manual entry of the 2015 year-end changes provided in the subsequent steps. IMPORTANT: Employers who completed year-end processing and produced Canadian year-end slips for tax year 2014 using PeopleSoft Payroll for North America must not run the special script described above. Step 2: Updating the Tax Form Definition Table for 2015 This step applies to ALL PeopleSoft Payroll for North America Customers. To update your Tax Form Definition Tables for 2015 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 Definition table for 2015 T4 reporting, then add this row now. In Update/Display mode in the Tax Form Definition table, bring up the row in the table for Form T4 Slip that has an effective date of 01/01/2014. Add a new row into the table that duplicates all of your 2014 entries by selecting the Add (+) button in the “Effective Date” group box. Change the effective date for this newly inserted row to 01/01/2015. Review the entries in the 01/01/2015 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 Definition table for the T4 slip for 2015. T4A Reporting If you have not already added a row earlier in the year to your Tax Form Definition table for 2015 T4A reporting, then add this row now. In Update/Display mode in the Tax Form Definition table, bring up the row in the table for Form T4A Slip that has an effective date of 01/01/2014. Add a new row into the table that duplicates all of your 2014 entries by selecting the Add (+) button in the “Effective Date” group box. Change the effective date for this newly inserted row to 01/01/2015. Review the entries in the 01/01/2015 row and redefine earnings/deductions associated with the existing boxes, if required. Save this new entry. For 2015, there is one new code to be added for reporting on the T4A slip.



In Correction mode, bring up the new entry dated 01/01/2015 in your Tax Form Definition table for Form T4A Slip. Select the “Box” group box and Add (+) an entry into the table for the new box. Enter the long and short descriptions as indicated below, and define the appropriate earnings/deductions for the new code. Save the changes. New Box

Long Description Short Description

196 Tuition Assist-Basic Adult Ed Code 196

RL-1 Reporting If you have not already added a row earlier in the year to your Tax Form Definition table for 2015 RL-1 reporting, then add this row now. In Update/Display mode in the Tax Form Definition table, bring up the row in the table for Form RL-1 Slip that has an effective date of 01/01/2014. Add a new row into the table that duplicates all of your 2014 entries by selecting the Add (+) button in the “Effective Date” group box. Change the effective date for this newly inserted row to 01/01/2015. Review the entries in the 01/01/2015 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 Definition table for the RL-1 slip for 2015. RL-2 Reporting If you have not already added a row earlier in the year to your Tax Form Definition table for 2015 RL-2 reporting, then add this row now. In Update/Display mode in the Tax Form Definition table, bring up the row in the table for Form RL-2 Slip that has an effective date of 01/01/2014. Add a new row into the table that duplicates all of your 2014 entries by selecting the Add (+) button in the “Effective Date” group box. Change the effective date for this newly inserted row to 01/01/2015. Review the entries in the 01/01/2015 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 Definition table for the RL-2 slip for 2015. (Patch 21305322)

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 T4 and T4A forms for 2015:

1. Run the DataMover script upd915192_04.dms to update the Tax Form XMLP Options page with 2015

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 2015 for each T4 and T4A 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. The 2015 PDF form templates for the RL-1 and RL-2 slips will be delivered with Tax Update 16-A. (Patch 21305049)



Order Limit on Paper Copies of T4 and T4A Slips As a reminder, since August, 2015 the Canada Revenue Agency (CRA) has implemented a maximum order limit of 50 paper copies of certain types of information returns (slips), including the T4 and T4A slips.

Year-End Processing for Status Indian Employees Tax Update 15-B delivered new functionality to provide employers with the ability to enter the percent of an employee’s income that should be exempt from taxation when the employee claims a First Nation Indian status. Tax Update 15-E delivers system modifications to support the year-end process for status Indian employees with partial tax exemptions. This section highlights the differences in the year-end information to be reported for status Indian employees with full exemptions versus those with partial exemptions. An employee may claim tax exemption under the Indian Act. Under such exemption, the “Status Indian” employee does not have to pay Canadian Income Tax.

Based on the guidelines provided by the CRA and Revenu Québec, all or part of the income earned by a Status Indian employee working on a reserve is tax exempt. The amount of time worked on the reserve determines how much of the income will be taxed on a prorated basis.

• If the employee claims 100% exemption from taxes, EI and PPIP premiums have to be deducted. And, while CPP/QPP deductions do not have to be deducted, the employer may choose to maintain CPP/QPP contributions. In this situation, the CPP/QPP contributions as well as the Status Indian exempt income should be reported on year-end slips. Before-tax deductions, such as registered pension contributions, union dues and charitable donations that reduce the employee’s employment income subject to tax are not to be reported on the T4 slip. However, the same guidelines do not apply to Status Indian employees in Québec. The year-end information is to be reported as follows: Full Exemption

• If the employee claims partial exemption from taxes, EI and PPIP premiums have to be deducted. CPP/QPP contributions will have to be calculated on the earnings subject to tax. Before-tax deductions, such as registered pension contributions, union dues and charitable donations that reduce the employee’s employment income subject to tax are not pro-rated based on the exemption and



reported on the T4 slip. However, the same guidelines do not apply to Status Indian employees in Québec. The year-end information is to be reported as follows: Partial Exemption

T4 slip RL-1 slip Box 14 - Income – only % taxable Box A - Income – only % taxable Box 16/17 – CPP/QPP contributions – 0.00 or $$ Box B - QPP contributions – 0.00 or $$ Box 20 – RPP contributions - prorated Box D – RPP contributions - $$ Box 22 - Income Tax - blank Box E - Income Tax - blank Box 26 – CPP/QPP pensionable earnings – 0.00 or $$ Box G - QPP pensionable earnings – 0.00 or $$ Box 71 - Indian exempt income - $$ Box R - Indian exempt income - $$ Box 44 - union dues - prorated Box F – union dues - $$ Box 46 - Charitable contributions - prorated Box N – Charitable donations - $$

For further information, please refer to the following guides published by the CRA and Revenu Québec:

• CRA Guide RC4120-15e Employer’s Guide Filing the T4 Slip and Summary • Revenu Québec Guide RL-1.G.V (2015-10) Guide to Filing the RL-1 Slip

(Patch 21532813)



Special Notes – Canada

Canadian Tax Rate Changes Effective January 1, 2016 The publication of the 2016 tax rates will not be available until early December. It is anticipated that the federal government will be confirming the new “middle-class tax rate” and a new threshold for those earnings over $200,000 effective January 1, 2016. The CRA is aware that there is a very small window to apply the rates and that some customers may have already run the first payroll of 2016. As a result, they have agreed to the same no-penalty approach taken with this year’s Alberta changes and last year’s changes in Ontario. The tax rate changes will be posted to My Oracle Support through Patch 21305376 “CAN: TAX TABLE RATE CHANGES (FEDERAL AND PROVINCIAL) EFFECTIVE 01/01/2016” as soon as possible after the 2016 tax rates have been published by the government.



Special Notes – U.S. 2015 Year End Reporting

Ordering W-2 Forms for Tax Year 2015

In preparing to order W-2 forms for tax year 2015, 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: LSP03 LSR03P LPS4V Data for only one local tax jurisdiction can be printed on each Form W-2 using these Form IDs: LSR01 LSR02A XMLP 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.


10 – TA X15E910-N O T E S . D O C PE 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

Ordering Form 1042-S for Tax Year 2015 Beginning with tax year 2015, the 3-vertical format of Form 1042-S (Form ID LSR03UP) will no longer be supported. For tax year 2015, customers who previously used Form ID LSR03UP to print Form 1042-S will need to use one of these two supported versions of Form 1042-S for tax year 2015:

LPS3V Pressure-seal, self-mailer laser form, printing copy B, C, and D on a single page.

LSR01 Laser form, printing two 1042-S forms per page.



Special Notes – U.S.

FUTA Credit Reduction States for Tax Year 2015 The U.S. Department of Labor has identified the states listed below as FUTA credit reduction states for tax year 2015.

http://www.workforcesecurity.doleta.gov/unemploy/finance.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 = 2015, and click “Add”.

In the new table entry, set Effective Date = 01/01/2015, and for each state, update the Credit Reduction State checkbox and the value in the Credit Reduction Rate field for tax year 2015. Important: On the new table entry you create with Effective Date = 01/01/2015, you must also change the value in the Credit Reduction Rate to 0.00 for the following states which were credit reduction states in 2014 but are not credit reduction states for 2015: Indiana, Kentucky, New York, and North Carolina.

http://www.workforcesecurity.doleta.gov/unemploy/finance.asp



Special Notes – U.S. (E&G)

Form 1042-S: 3-vertical Print Format No Longer Supported Beginning with tax year 2015, the 3-vertical format of Form 1042-S (Form ID LSR03UP) will no longer be supported. In conjunction with this change, Tax Update 15-E modifies the Create 1042-S run control to remove LSR03UP from the selections available in the drop-down list for the Form ID field, as illustrated on the following page.



Create 1042-S run control BEFORE Tax Update 15-E:

Create 1042-S run control AFTER Tax Update 15-E:

(Patch 21793396)

Form ID LSR03UP is no longer available for selection.



U.S. Changes

Federal / State Tax Table State

Effective Date of Table Entry

Table Update Description

AR 01/01/2016 The table entry for Arkansas is updated to remove from the Rates page those values that were previously used to calculate Arkansas withholding tax for employees claiming the Low Income Option on Arkansas Form AR4EC. All rows for the following three Tax Status values are deleted from the Rates page:

Mar Spc H of H Spc Single Spc

The current employer withholding publication does not include any separate Low Income Option instructions, and the Arkansas Department of Finance and Administration has confirmed that the Arkansas withholding tax changes which became effective on January 1, 2015, superseded and made obsolete the separate withholding calculations previously used to calculate withholding tax for employees claiming the Low Income Option on Arkansas Form AR4EC. (Patch 21299097)

CA 01/01/2016 A new table entry effective-dated 01/01/2016 includes the following changes published by the California Employment Development Department:

1. Withholding tax change effective January 1, 2016.

2. For 2016, the taxable wage base for California State Disability Insurance is increased from $104,378 to $106,742. (The California State Disability Insurance tax rate remains unchanged at 0.009000.)

(Patch 22114766)



State



CO 01/01/2016 A new table entry effective-dated 01/01/2016 includes the following changes: 1. The state minimum wage is increased to $8.31 per hour.

(The website page at the link below will be updated with information for 2016.) https://www.colorado.gov/pacific/cdle/minimumwage (Patch 22188760)

2. The state unemployment taxable wage base is increased to $12,200 for 2016. (The website page at the link below will be updated with information for 2016.) https://www.colorado.gov/pacific/cdle/premium-rates (Patch 22188702)

IA 01/01/2016 The state unemployment taxable wage base is increased to $28,300 for 2016. (The website page at the link below will be updated with information for 2016.) https://www.iowaworkforcedevelopment.gov/unemployment-insurance-taxes

(Patch 22188702)

KS 01/01/2016 The state unemployment taxable wage base is increased to $14,000 for 2016. (The website page at the link below will be updated with information for 2016.) http://www.dol.ks.gov/KansasEmployer.aspx (Patch 22188702)

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

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

https://www.iowaworkforcedevelopment.gov/unemployment-insurance-taxes

http://www.dol.ks.gov/KansasEmployer.aspx



State



KY 01/01/2016 A new table entry effective-dated 01/01/2016 includes the following changes: 1. Withholding tax change effective January 1, 2016:

For tax year 2016, the standard deduction amount used in the Kentucky state withholding tax calculation is increased from $2,440 to $2,460. http://revenue.ky.gov/NR/rdonlyres/07644FF8-0204-48F2-B781-4720C38006C4/0/201642A003TComputerFormula2.pdf (Patch 22205302)

2. The state unemployment taxable wage base is increased to $10,200 for 2016. http://www.payroll-taxes.com/state-tax/kentucky (Patch 22188702)

MI 01/01/2016 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. http://www.michigan.gov/uia/0,4680,7-118-26898_27193-270759--,00.html 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. (Patch 22188702)

MN 01/01/2016 The state unemployment taxable wage base is increased to $31,000 for 2016. http://www.uimn.org/uimn/employers/wages-taxes/tax-rates/2016_tax_rate_factors.jsp (Patch 22188702)

MT 01/01/2016 The state unemployment taxable wage base is increased to $30,500 for 2016. http://dli.mt.gov/Portals/55/Documents/Contributions-Bureau/dli-uid-ui049.pdf (Patch 22188702)

http://revenue.ky.gov/NR/rdonlyres/07644FF8-0204-48F2-B781-4720C38006C4/0/201642A003TComputerFormula2.pdf

http://revenue.ky.gov/NR/rdonlyres/07644FF8-0204-48F2-B781-4720C38006C4/0/201642A003TComputerFormula2.pdf

http://www.payroll-taxes.com/state-tax/kentucky

http://www.michigan.gov/uia/0,4680,7-118-26898_27193-270759--,00.html

http://www.uimn.org/uimn/employers/wages-taxes/tax-rates/2016_tax_rate_factors.jsp

http://www.uimn.org/uimn/employers/wages-taxes/tax-rates/2016_tax_rate_factors.jsp

http://dli.mt.gov/Portals/55/Documents/Contributions-Bureau/dli-uid-ui049.pdf



State



NC 01/01/2016 The state unemployment taxable wage base is increased to $22,300 for 2016. (The website page at the link below will be updated with information for 2016.) https://desncc.com/DESHome/Static?page=faqMain#EmployerTax (Patch 22188702)

NJ 01/01/2016 The taxable wage base for state and voluntary disability, family leave insurance, and unemployment insurance programs is increased to $32,600 for 2016. The employee tax rate for employee disability insurance is decreased from 0.002500 to 0.002000 for 2016. The employee tax rate for Family Leave Insurance (F.L.I.) is decreased from 0.000900 to 0.000800 for 2016. The following employee tax rates remain unchanged for 2016: 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/ea2016.html (Patch 22188702)

NM 01/01/2016 The state unemployment taxable wage base is increased to $24,100 for 2016. http://www.dws.state.nm.us/Unemployment-Insurance/UI-Information/2016-2015-UI-Tax-Claims-Info (Patch 22188702)

NV 01/01/2016 The state unemployment taxable wage base is increased to $28,200 for 2016. http://ui.nv.gov/ESSHTML/ui_information.htm#Taxable_Wage_Base: (Patch 22188702)

NY 01/01/2016 The state unemployment taxable wage base is increased to $10,700 for 2016. http://www.labor.ny.gov/ui/employerinfo/quarterly-reporting.shtm (Patch 22188702)

https://desncc.com/DESHome/Static?page=faqMain#EmployerTax

http://lwd.dol.state.nj.us/labor/ea/rates/ea2016.html

http://www.dws.state.nm.us/Unemployment-Insurance/UI-Information/2016-2015-UI-Tax-Claims-Info

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

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



State



OK 01/01/2016 The state unemployment taxable wage base is increased to $17,500 for 2016. (The website page at the link below will be updated with information for 2016.) http://www.ok.gov/oesc_web/Services/Unemployment_Insurance/Taxable_Wage_Base_and_Rates.html (Patch 22188702)

OR 01/01/2016 The state unemployment taxable wage base is increased to $36,900 for 2016. (The website page at the link below will be updated with information for 2016.) http://www.oregon.gov/EMPLOY/Businesses/Tax/Pages/Current-Tax-Rate.aspx (Patch 22188702)

PA 01/01/2016 The state unemployment taxable wage base is increased to $9,500 for 2016. (The employee UI tax rate remains unchanged at 0.000700. The employee UI tax is calculated on all UI wages and is not limited to the $9,500 taxable wage base applicable to employer UI contributions.) http://www.portal.state.pa.us/portal/server.pt/community/employer_uc_services/10343 (Patch 22188702)

RI 01/01/2016 The state minimum wage is increased to $9.60 per hour. http://www.dlt.ri.gov/ls/minwage.htm (Patch 22188760)

SD 01/01/2016 The state minimum wage is increased to $8.55 per hour. https://dlr.sd.gov/wagehrs/minimumwage.aspx (Patch 22188760)

UT 01/01/2016 The state unemployment taxable wage base is increased to $32,200 for 2016. (The website page at the link below will be updated with information for 2016.) https://jobs.utah.gov/UI/Employer/(X(1)S(odmjoazgrrwvwn555gtdgvai))/Public/Questions/TaxRates.aspx?AspxAutoDetectCookieSupport=1 (Patch 22188702)

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

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

http://www.portal.state.pa.us/portal/server.pt/community/employer_uc_services/10343

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

https://dlr.sd.gov/wagehrs/minimumwage.aspx

https://jobs.utah.gov/UI/Employer/(X(1)S(odmjoazgrrwvwn555gtdgvai))/Public/Questions/TaxRates.aspx?AspxAutoDetectCookieSupport=1

https://jobs.utah.gov/UI/Employer/(X(1)S(odmjoazgrrwvwn555gtdgvai))/Public/Questions/TaxRates.aspx?AspxAutoDetectCookieSupport=1



State



VT 01/01/2016 The state unemployment taxable wage base is increased to $16,800 for 2016. http://labor.vermont.gov/unemployment-insurance/employers/file-your-quarterly-reports-taxable-wage-base-information/ (Patch 22188702)

WA 01/01/2016 The state unemployment taxable wage base is increased to $44,000 for 2016. (The website page at the link below will be updated with information for 2016.) https://esd.wa.gov/employer-taxes/taxable-wage-base (Patch 22188702)

WY 01/01/2016 The state unemployment taxable wage base is increased to $25,500 for 2016. http://wyomingworkforce.org/businesses/ui/utwb/ (Patch 22188702)

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

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

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

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



Summary of State UI Taxable Wage Base Limits for 2016 State

2015 State UI Taxable Wage Base

Limit


Limit

Change Delivered in Tax

Update

Alabama 8,000 8,000 Unchanged Alaska $38,700 Arizona 7,000 7,000 Unchanged Arkansas 12,000 12,000 Unchanged California 7,000 7,000 Unchanged Colorado 11,800 12,200 15-E Connecticut 15,000 15,000 Unchanged Delaware 18,500 18,500 Unchanged District of Columbia 9,000 9,000 Unchanged Florida 7,000 7,000 Unchanged Georgia 9,500 9,500 Unchanged Hawaii 40,900 Idaho 36,000 Illinois 12,960 12,960 Unchanged Indiana 9,500 9,500 Unchanged Iowa 27,300 28,300 15-E Kansas 12,000 14,000 15-E Kentucky 9,900 10,200 15-E Louisiana 7,700 7,700 Unchanged Maine 12,000 12,000 Unchanged Maryland 8,500 8,500 Unchanged Massachusetts 15,000 15,000 Unchanged Michigan (decrease) 9,500 * 9,000 * 15-E Minnesota 30,000 31,000 15-E Mississippi 14,000 14,000 Unchanged Missouri 13,000 13,000 Unchanged Montana 29,500 30,500 15-E Nebraska 9,000 9,000 Unchanged Nevada 27,800 28,200 15-E New Hampshire 14,000 14,000 Unchanged New Jersey 32,000 32,600 15-E New Mexico 23,400 24,100 15-E New York 10,500 10,700 15-E North Carolina 21,700 22,300 15-E North Dakota 35,600 Ohio 9,000 9,000 Unchanged Oklahoma 17,000 17,500 15-E Oregon 35,700 36,900 15-E Pennsylvania 9,000 9,500 15-E Puerto Rico 7,000 7,000 Unchanged Rhode Island 21,200 or 22,700 * South Carolina 14,000 14,000 Unchanged South Dakota 15,000 15,000 Unchanged Tennessee 9,000 Texas 9,000 9,000 Unchanged



State


Limit


Limit

Change Delivered in Tax

Update

Utah 31,300 32,200 15-E Vermont 16,400 16,800 15-E Virgin Islands 22,900 Virginia 8,000 8,000 Unchanged Washington 42,100 44,000 15-E West Virginia 12,000 12,000 Unchanged Wisconsin 14,000 14,000 Unchanged Wyoming 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 add new Company State Tax Table entries for Rhode Island.



SWT Marital Status Table

State

SWT Marital Tax Status

Action

Effective Date

NJ A A new table entry is added for New Jersey:

SWT Marital Tax Status A

Short Description Table A

Description Use Rate Table A

Use New Jersey SWT Marital Status “A” for employees who enter “A” on line 3 of New Jersey Form NJ-W4 to indicate that their withholding should be calculated using New Jersey Rate Table A.

01/01/1991

Q A new table entry is added for New Jersey:

SWT Marital Tax Status Q

Short Description QW/SCUP

Description Qualifying Widow(er)/Surviving Civil Union Partner

Use New Jersey SWT Marital Status “Q” for employees who select option 5 “Qualifying Widow(er)/Surviving Civil Union Partner” on line 2 of New Jersey Form NJ-W4.

01/01/1991

Notes: See the entry for Patch 21344100 in the later section of this document COBOL and Store Statement Changes for Release 9.1 for a description of COBOL program changes delivered in Tax Update 15-E in conjunction with the delivery of these new SWT Marital Tax Status values for New Jersey. These new SWT Marital Status values for New Jersey are provided to assist employers in more easily entering employee information from New Jersey Form NJ-W4 in to employee State Tax Data records. It is not necessary to make changes to employee State Tax Data records for any existing employees whose New Jersey withholding tax is currently calculated correctly. (Patch 21344100)



NR Alien Tax Treaty Table (E&G) Country

Treaty ID

Effective Date

Table Update

IRL - Ireland TIAS 01/01/2016 Months Eligible for Treaty corrected from 24 to 0 (no limit/ not applicable) per IRS Pub. 901.

IRL - Ireland TIAS 2356 01/01/2016 Months Eligible for Treaty corrected from 24 to 0 (no limit/ not applicable) per IRS Pub. 901.

(Patch 22152272)



Local Tax Table

State

Locality

Locality Name

OLD Rate/Amt

NEW Rate/Amt

Effective Date

IN 009 Blackford (Patch 22228659)

0.013600 / Resident 0.006100 / Nonresident


10/01/2015

055 Greene (Patch 22228659)



10/01/2015

063 Hendricks (Patch 22228659)



10/01/2015

067 Howard (Patch 22228659)



10/01/2015

133 Putnam (Patch 22228659)



10/01/2015

159 Tipton (Patch 22228659)



10/01/2015

KY 015A Boone County (OCC) (Patch 22198822)

Maximum tax = $469.02 Maximum tax = $469.82 01/01/2016

175 Morgan County (Patch 22198822)



11/01/2015

79698 Villa Hills (Patch 22198822)



01/01/2016

OH 2805 Ledgemont School District (Patch 22067072)

Status = Active 0.012500 / Resident 0.000000 / Nonresident

Status = Inactive 0.000000 / Resident 0.000000 / Nonresident

07/01/2015

Effective July 1, 2015, the Ledgemont Local School District merged with the Berkshire Local School District. Local Tax Data records for employees who were previously set up as residents of the Ledgemont Local School District (OH-2805) should be updated to indicate that they are residents of the Berkshire Local School District (OH-2801) effective as of July 1, 2015.



State

Locality

Locality Name

OLD Rate/Amt

NEW Rate/Amt

Effective Date

OH 01630 Amanda (Patch 22182579)

New entry 0.010000 / Resident 0.010000 / Nonresident Taxing Entity Code = 044 W2 Reporting Agency = RITA

09/01/2015

15644 Clayton (Patch 22182579)

Taxing Entity Code = blank W2 Reporting Agency = blank

Taxing Entity Code = 199 W2 Reporting Agency = CCA

Correcting entry

20114 Danville (Patch 22182579)



01/01/2016

22610 Dresden (Patch 22182579)



Correcting entry

28574 Frazeysburg (Patch 22182579)



Correcting entry

42602 Leipsic (Patch 22182579)

Taxing Entity Code = 407 W2 Reporting Agency = RITA


Correcting entry

45178 Lowellville (Patch 22182579)


Taxing Entity Code = 445 W2 Reporting Agency = RITA

Correcting entry

54922 New London (Patch 22205381)



01/01/2016



State

Locality

Locality Name

OLD Rate/Amt

NEW Rate/Amt

Effective Date

OH 68056 Rocky River (Patch 22182579)



Correcting entry

78470 Union (Patch 22182579)

Locality Short Name = Union City Taxing Entity Code = blank W2 Reporting Agency = blank

Locality Short Name = Union Taxing Entity Code = 797 W2 Reporting Agency = CCA

Correcting entry

80304 Wadsworth (Patch 22182579)



Correcting entry

82418 Waynesville (Patch 22182579)



01/01/2016

83902 West Milton (Patch 22182579)



Correcting entry

OH002 Highland Hills (Patch 22205381)



01/01/2016

P0026 Prarie-Obetz JEDZ (Patch 22182579)

Taxing Entity Code = blank W2 Reporting Agency = blank W2 Electronic Reporting Name = blank

Taxing Entity Code = 021 W2 Reporting Agency = CLMBS W2 Electronic Reporting Name = PRARIE-OBETZ JEDZ

Correcting entry

WV 39460 Huntington (Patch 22066392)

Resident = 156.000000 Nonresident = 156.000000 Maximum tax = $156.00

Resident = 260.000000 Nonresident = 260.000000 Maximum tax = $260.00

10/01/2015



Local Tax Table – Michigan Taxing Entity Code Updates for W-2 Reporting

State

Locality

Locality Name

Taxing Entity Code Before Tax Update 15-E

Taxing Entity Code After Tax Update 15-E

Effective Date

MI 00980 Albion ALB MIALB Correcting entry

05920 Battle Creek BTLCK MIBCK Correcting entry

08300 Big Rapids BR MIBRR Correcting entry

22000 Detroit (blank) MIDET Correcting entry

29000 Flint FL MIFLT Correcting entry

34000 Grand Rapids GR MIGRR Correcting entry

34640 Grayling GRA MIGRA Correcting entry

36280 Hamtramck (blank) MIHAM Correcting entry

38180 Highland Park (blank) MIHPK Correcting entry

39720 Hudson (blank) MIHUD Correcting entry

40860 Ionia ION MIION Correcting entry

41420 Jackson JAC MIJAC Correcting entry

46000 Lansing LAN MILNS Correcting entry

46060 Lapeer LAP MILPR Correcting entry

56320 Muskegon MKG MIMKG Correcting entry

56360 Muskegon Heights (blank) MIMHT Correcting entry

65440 Pontiac PNT MIPNT Correcting entry

65820 Port Huron HURON MIPHN Correcting entry

65860 Portland POR MIPOR Correcting entry

70520 Saginaw SAG MISAG Correcting entry

75700 Springfield SPR MISPR Correcting entry

82960 Walker WLK MIWAL Correcting entry

Note: See the entries for TAX960LC.SQR and TAX960US.SQR in the later U.S. SQRs Delivered in Tax Update 15-E for Release 9.1 section of this document for information on SQR program modifications delivered in Tax Update 15-E to support the reporting of the new Taxing Entity Code values for Michigan. (Patch 21749384)



Local Tax Table – Pennsylvania Local Earned Income Tax Tax Update 15-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. 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 “Real-time Register” 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 01/01/2015. These Pennsylvania Local Earned Income Tax rate changes downloaded from the “Real-time Register” on the Pennsylvania website are documented separately in these files delivered with this tax update: PA32EIT15E.doc Word document PA32EIT15E.xls Excel spreadsheet

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

(Patch 22221554)

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



Local Tax Reciprocity Table

Locality of Residence

Locality of Employment

Effective

Date

Credit

Reduction Percent

Credit Limit Rate

Reciprocity Rule / Reason for Change

OH-39340 * Johnstown

OH-$DFLT 07/01/2015 Changed from 100.00 to n/a

Changed from 0.005000 to n/a

Changed from: 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. to Rule 1: Withhold both work locality tax and residence locality tax on work locality wages. Reason for Change: Effective July 1, 2015, the Village of Johnstown, Ohio, no longer gives a credit against its resident tax for taxes paid to other jurisdictions.

* Note: In Tax Update 15-D, this Local Tax Reciprocity Table entry for Johnstown, Ohio, was delivered with Locality of Residence = OH-39360, which is no longer an active Locality code. The correct table entry for Local Tax Reciprocity Table entry for Johnstown, Ohio (with Locality of Residence = OH-39340) is delivered in Tax Update 15-E. (Patch 22205381)



Garnishment Rules Table (U.S.)

State

Rule ID

Effective Date

Action

$U LEVY/B LEVY/B/ADD LEVY/H LEVY/H/ADD LEVY/M LEVY/M/ADD LEVY/S LEVY/S/ADD

01/01/2016 Table entries containing the values used to calculate the amounts exempt from U.S. Federal tax levies in the year 2016 are added to the Garnishment Rules Table. http://www.irs.gov/pub/irs-pdf/p1494.pdf (Patch 22160380)

AZ LEVY/B LEVY/B/ADD LEVY/H LEVY/H/ADD LEVY/M LEVY/M/ADD LEVY/S LEVY/S/ADD

01/01/2016 Table entries containing the values used to calculate the amounts exempt from Arizona tax levies in the year 2016 are added to the Garnishment Rules Table, per confirmation from the Arizona Department of Revenue that Arizona will use the same exemption values published in the 2016 update of IRS Pub. 1494. (Patch 22160380)

http://www.irs.gov/pub/irs-pdf/p1494.pdf



Tax Update 15-E - COBOL and Store Statement Changes for Release 9.1 All payroll users must apply all COBOL and store statement changes included in Tax Update 15-E.

Changed COBOL Modules This tax update includes the modified COBOL programs and copy members listed on the following page. 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 Statements This tax update includes the modified store statements listed on the following page. 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:

PSPEARRY.CBL PSPECALC.CBL PSPMFLSA.CBL PSPPYGRS.CBL PSPPYNET.CBL PSPRPUPD.CBL PSPSHFTB.CBL PSPTCALC.CBL PSPUSTAX.CBL Changes are made to copy member: PSCSHFTB.CBL Changes are made to store statement: PSPEARRY.DMS



Patch Numbers COBOL and Store Statement changes for the patch numbers listed on the following pages 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 & Government USF = PeopleSoft Payroll for North America for U.S. Federal Government



Patch Description

19231402 Patch 19231402 modifies PSPPYNET.CBL to correctly calculate tax and taxable wages for Pennsylvania Local Earned Income Tax jurisdictions when all of the following conditions are present for an employee:

1. The employee resides in a Pennsylvania Act 32 locality (e.g., 460402). 2. The employee’s paycheck includes earnings for work performed in all of the following tax jurisdictions:

a. the employee’s residence PA Act 32 locality; and b. a Pennsylvania Act 32 locality other than the employee’s residence locality; and c. Philadelphia (510101); and d. a work location in a state other than Pennsylvania (e.g., Maryland).

3. The employee’s paycheck includes both regular and supplemental earnings with before-tax deductions. Prior to the modifications, issues occurred for employees under the above conditions in the following scenarios:

Employee is paid REG earnings in all states/locals, and is paid supplemental earnings in Locality 460402 only.

PA local tax row for the earnings paid for the time worked in MD is missing. (Work PSD = 880000, Resident PSD = 460402) PA local taxable gross amount is overstated for the earnings paid for time worked in the Pennsylvania resident locality.

Employee is paid REG earnings in all states/locals, and is paid supplemental earnings in all states/locals.

PA local taxable gross amounts are overstated for the earnings paid for time worked in the Pennsylvania resident locality and for time worked out of state.



Employee is paid REG earnings in all states/locals, and is paid supplemental earnings in Maryland work location only.



PA local tax row for the earnings paid for the time worked in MD is missing. (Work PSD = 880000, Resident PSD = 460402) PA local taxable gross amount is overstated for the earnings paid for time worked in the Pennsylvania resident locality.



Patch Description

19308664 Patch 19308664 modifies PSPPYGRS.CBL to correctly calculate the amount for Special Accumulator 2TR amount when all of the following conditions are present:

1. Company Default Setting: Single Check for Multiple Jobs checkbox is selected. 2. Earnings Table Special Process: Supplemental Earnings Code (“BNS”) is set up with Special Accumulator = Add

TXGRS to Special Balance. 3. Employee has multiple jobs. 4. Employee is paid Supplemental Earnings for more than one job. 5. Employee has a before-tax deduction ($30.00 in the following example).

With the modifications, in the situation described above, the Special Accumulator will be updated only once, for the lowest Employee Record Number, as shown in this example:

Special Accumulator 2TR before the modifications

Special Accumulator 2TR after the modifications

Empl Rcd 0 $1,000.00 REG $1,000.00 BNS suppl earnings

$1,785.79 $1,785.79 $1,800.00 ($1,000.00 + $800.00) - $ 14.21 (less prorated before-tax deduction) * $1,785.79 * $1,800 suppl / $3,800 total = 47.37% 47.37% * $30.00 = $14.21

Empl Rcd 1 $1,000.00 REG regular earnings $ 800.00 BNS suppl earnings

$ 800.00 $ 0.00

21068477 Patch 21068477 modifies PSPSHFTB.CBL and copy member PSCSHFTB.CBL to correctly calculate Retro Pay for an hourly employee when multiple employees are processed who are both set up with the same shift. Prior to the modifications, Retro Pay was not calculated correctly in this situation, as shown in the following example:

Before the modifications After the modifications

Employee #1: Hourly Job Data: Shift 3 Shift Table “A”: Factor 12%

Retro Pay calculated correctly Retro Pay calculated correctly

Employee #2: Hourly Job Data: Shift 3 Shift Table “B”: (no Factor)

Retro Pay calculated incorrectly Shift data from Employee #1 (Shift Table “A”) was incorrectly applied to Employee #2.

Retro Pay calculated correctly Shift data based on Shift Table “B”.



Patch Description

21069880 Patch 21069880 modifies PSPEARRY.CBL and PSPEARRY.DMS to generate a Pay Calculation error message for an employee who has been transferred multiple times between Companies in jobs with different pay rates is paid earnings for a prior pay period, as in this example:

Effective Date Company Pay Rate

01/01/2015 ABC $25.00

06/01/2015 DEF $28.00

09/01/2015 ABC $30.00

The employee has a payline for Company ABC in the current pay period (09/01/2015 – 09/15/2015), and another payline is added to pay earnings for a prior pay period with begin and end dates falling within the time when the employee worked in Company DEF (08/15/2015 – 8/31/2015).

Before the modifications After the modifications

The employee’s pay was calculated incorrectly. In the above example, the pay rate of $25.00 was incorrectly used to calculate pay for the prior period earnings with begin and end dates of 08/15/2015 – 8/31/2015.

The check is not calculated. Instead, Error Message 000382 is generated: “The employee does not have an active Job record for an Earnings End Date.”

21074993 Patch 21074993 modifies PSPMFLSA.CBL to successfully process an employee in the following scenario: 1. The employee is subject to FLSA. 2. The employee receives an On-Cycle confirmed paycheck which includes Overtime earnings. 3. Subsequently, an Off-Cycle paycheck is processed with the same Pay Period End Date as the On-Cycle, in which

both Overtime and Supplemental earnings are paid. Prior to the modifications, the employee’s pay was calculated for the Off-Cycle paycheck, but the following warning message was incorrectly generated when Pay Calculation was processed:



Patch Description

21120549 Patch 21120549 modifies PSPRPUPD.CBL to correctly calculate Retro Pay in the following situation: 1. The employee is set up with Regular Earnings (REG) specified on the Job Earnings Distribution page (e.g., 40 hours);

and 2. Hours are also entered for an Earnings code that is set up to Reduce from Regular Hours (e.g., 8 hours for Holiday).

Prior to the modifications, when an employee in this situation received a pay increase, Retro Pay was calculated incorrectly, and an excess number of hours was paid to the employee, as shown in these results for the above example:

Incorrect hours paid before the modifications Correct hours paid after the modifications

40 regular hours 8 holiday hours

32 regular hours 8 holiday hours

21242087 Patch 21242087 modifies PSPPYNET.CBL to create accurate tax rows for Pennsylvania Local Earned Income Tax deductions for a Pennsylvania resident who works part of the pay period in Philadelphia and the remaining time in a state other than Pennsylvania (e.g., Maryland). Prior to the modifications, PSD codes were incorrect and/or an erroneous tax row was created in this situation, depending on whether or not an employee had a before-tax Sec. 125 deduction, as illustrated in this example for an employee who is a resident of Pennsylvania PA Act 32 locality 150902:

Tax rows and PSD Codes before the modifications

Tax rows and PSD Codes after the modifications

Employee has Section 125 before-tax deduction

Two tax rows for Locality = 150902 representing the wages paid for work in MD:

Work PSD = 880000 (correct) Work PSD = 150902 (the Resident PSD) (this row should be removed)

One tax row for Locality = 150902 representing the wages paid for work in MD:

Work PSD = 880000 (correct)

Employee does not have Section 125 before-tax deduction


Work PSD = 150902 (incorrect)


Work PSD = 880000 (correct)



Patch Description

21344100 Patch 21344100 modifies PSPUSTAX.CBL to add these two new New Jersey SWT Marital Status values:

State = NJ / SWT Marital Status = A Short Description = Table A Long Description = Use Rate Table A State = NJ / SWT Marital Status = Q Short Description = QW/SCUP Long Description = Qualifying Widow(er)/Surviving Civil Union Partner

These new SWT Marital Status values for New Jersey are provided to assist employers in more easily entering employee information from New Jersey Form NJ-W4 in to employee State Tax Data records. It is not necessary to make changes to employee State Tax Data records for any existing employees whose New Jersey withholding tax is currently calculated correctly. Also see the list of SWT Marital Status Table changes in the earlier U.S. Changes section of this document.

21525572 Patch 21525572 modifies PSPPYNET.CBL and PSPTCALC.CBL to correctly calculate Connecticut (CT) withholding tax for an employee in the following situation:

1. The employee is a CT resident who works all or part of the pay period in a different state (e.g., Rhode Island); and 2. The employee specifies an additional withholding amount per pay period or a reduced withholding amount per pay

period on Connecticut Form CT-W4; and 3. The employee is paid both regular and supplemental wages.

Prior to the modifications, Connecticut withholding tax was not calculated correctly in the above situation. (Posted to My Oracle Support as Patch 21525572 on 27 October 2015)



Patch Description

21674873 Patch 21674873 modifies PSPECALC.CBL to successfully process Pay Calculation when a salaried employee is not paid any regular earnings (“REG”) but has multiple earnings codes that are set up on the Earnings Table as “Hours only (Reduce from Regular Pay), and the earnings that reduce from Regular Pay exceed the Regular earnings paid, as in this example: Earnings codes “ABC” and “DEF” are set up as Hours only (Reduce from Regular Pay). Earnings codes “GHI” and “JKL” are not set up as Hours only (Reduce from Regular Pay). An employee is paid the following hours in Other Earnings:

Earnings Hours

“ABC” 40.00

“DEF” (40.00)

“GHI” (32.00)

“JKL” 112.00

The employee should be paid a total of 80 hours in Other Earnings: (40.00) + 40.00 + (32.00) + 112.00 = 80.00 Prior to the modifications, the program abended with this error: “Attempt to divide by zero in PSPECALC.CBL”.



21825369 Patch 21825369 modifies PSPTCALC.CBL to correctly calculate an employee’s resident state withholding tax when ALL of the

following conditions are present for an employee: 1. The employee lives in New Jersey and is paid for work performed in one or more states other than New Jersey; and 2. One or more of the work locations outside New Jersey is either Philadelphia or a Pennsylvania Act 32 local tax

jurisdiction, meaning that both of the following tax reciprocity rules are applied: a. State Tax Reciprocity Rule #5: “Do not withhold for the work state.” b. Local 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.” 3. The employee is paid multiple paychecks that include regular earnings, and in some cases is also paid supplemental

earnings on a paycheck subsequent to the payment of regular earnings. Under the above conditions, the incorrect paycheck results listed below and the following page occurred in various scenarios.

Scenario #1: Employee lives in NJ and works in PA/510101, and is paid regular wages.

Check 0 State withholding tax before the modifications

State withholding tax after the modifications

New Jersey Resident Taxable Gross $5,368.65

99.59

Reciprocity calculation: NJ tax calculated on 5,368.65 = 286.57 286.57 - 186.98 PA/510101 tax = 99.59

Unchanged

Pennsylvania/510101 Work Taxable Gross $5,368.65

186.98

Unchanged

Check 1 State withholding tax before the modifications



0.00

(Reciprocity not correctly applied.)

99.59

Reciprocity calculation: NJ tax calculated on 5,368.65 = 286.57 286.57 - 186.98 PA/510101 tax = 99.59


186.98

Unchanged

(continued on the following page)



21825369 (continued from previous page)

Scenario #2: Employee lives in NJ and works part of the pay period in NY and the remainder of the pay period in PA/510101. Regular wages are paid on Checks 0 and 1; Supplemental wages are paid on Check 2 with Tax Method = Aggregate.

Check 0 Regular Wages State withholding tax before the modifications



175.86

Reciprocity calculation: NJ tax calculated on 10,000 = 603.33. 603.33 - 174.14 PA/510101 tax - 253.33 NY tax * = 175.86. * Credit for NY tax limited to NJ tax calculated on NY taxable gross.

Unchanged

New York Work Taxable Gross $5,000.00

307.54 Unchanged


174.14 Unchanged

Check 1 Regular Wages State withholding tax

before the modifications State withholding tax after the modifications


89.23 (Reciprocity incorrectly applied)

140.69 Reciprocity calculation: NJ tax calculated on 8,500 = 498.33 498.33 – 139.31 PA/510101 tax – 218.33 NY tax * = 140.69 * Credit for NY tax limited to NJ tax calculated on NY taxable gross.


267.14 Unchanged


139.31 Unchanged

Check 2 Supplemental Wages State withholding tax

before the modifications State withholding tax after the modifications


438.13 (Reciprocity incorrectly applied)

386.67 Reciprocity calculation: NJ tax calculated on $26,500 = 1976.58 1976.58 – 487.59 PA/510101 tax – 785.77 NY tax * – 316.55 NJ tax already withheld = 386.67 * Credit for NY tax limited to NJ tax calculated on NY taxable gross.


288.60 Unchanged


174.14 Unchanged

Prior to the modifications, the employee’s New Jersey resident state withholding tax calculation was incorrect in the above-described situations.



21911124 Patch 21911124 modifies PSPTCALC.CBL to correctly calculate an employee’s resident state withholding tax when: 1. The employee works in the employee’s resident state and in multiple states other than the employee’s resident state;

and 2. For one or more of the work states, earnings are low compared to the total residence state wages; and 3. 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.”

State withholding tax before the modifications


New York (Resident State and Work State) Taxable Gross $8,832.26

$538.39 (incorrect) * $542.06 (correct)

Maryland (Work State) Taxable Gross $1,395.97

$ 79.14 (correct) unchanged

Pennsylvania (Work State) Taxable Gross $ 119.65

$ 3.67 (correct) unchanged

* Prior to the modifications, New York withholding tax was underwithheld because New York tax was incorrectly reduced by a reciprocity credit for the $3.67 in Pennsylvania tax withheld. No reciprocity credit for Pennsylvania tax should be given against New York tax for the $119.65 paid for work in Pennsylvania, because calculated New York withholding tax on $119.65 = 0.00.



U.S. SQRs delivered in Tax Update 15-E 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 & Government USF = PeopleSoft Payroll for North America for U.S. Federal Government

Annual Reporting SQRs SQR Description

TAX900.SQR TAX900.SQR produces the Annual Reporting Error Listing. The program is modified to correctly generate OASDI/Medicare tax balance errors for Tipped employees by adding the following logic: If an employee has both Tax Classes “F” and “T” and/or Tax Classes “D and “G” then the combined amounts will be used in the evaluation. If an employee has only one Tax Class (“F” or “T” and/or “D” or “G”), then the evaluation will be done individually for each Tax Class. Tax Class F = MED/EE Tax Class T = MED/EE/tip Tax Class D = OASDI/EE Tax Class G = OASDItipEE

Before the modifications After the modifications Employee has only Tax Class “T”

No evaluation occurred for the error message condition: “Medicare Calc Tax < > Tax Balance”

Evaluation is added for the error message condition.

Employee has only Tax Class “G”

No evaluation occurred for the error message condition: “OASDI Calc Tax < > Tax Balance”

Evaluation is added for the error message condition.

Employee has both Tax Class “F” and Tax Class “T”

Incorrect evaluation because Tax Class “T” was excluded; error message generated in error even if amounts were correct: “Medicare Calc Tax < >Tax Balance”

Evaluation performed for both Tax Class “F” and Tax Class “T”; error message generated only for a true imbalance condition.

Employee has both Tax Class “D” and Tax Class “G”

Incorrect evaluation because Tax Class “G” was excluded; error message generated in error even if amounts were correct: “OASDI Calc Tax < >Tax Balance”

Evaluation performed for both Tax Class “D” and Tax Class “G”; error message generated only for a true imbalance condition.

(continued on next page)



SQR Description

TAX900.SQR (continued from previous page)

Examples:

Before the modifications After the modifications Tax Class “T” only $200.00 taxable gross $ 2.90 tax $200.00 * 1.45% = $2.70

No message generated. Medicare Calc Tax < > Tax Balance

Tax Class “D” and “G” Tax Class “D” 70.00 taxable gross 4.34 tax Tax Class “G” 400.00 taxable gross 2.48 tax Combined totals 70.00 + 400.00 = 470.00 4.34 + 2.48 = 6.82 470.00 * 1.45% = 6.82

“OASDI Calc Tax < >Tax Balance” Error message incorrectly generated because Tax Class “G” was not included in evaluation.

No message generated.

(Patch 21531683)

TAX910ER.SQR TAX910ER.SQR produces the Year End Record Error Report. The program is modified to bypass a difference of +/- .01 when evaluating whether the following messages should be generated for tax classes F and D:

Medicare Calc Tax < > Tax Balance OASDI Calc Tax < > Tax Balance

Prior to the modifications, because tax balances were not rounded during the evaluation, the messages were erroneously generated in some situations. (Patch 20593644)



SQR Description

TAX930PM.SQR TAX930PM.SQR creates the 1099-R 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. The program is modified with the following modifications for tax year 2015 reporting as documented in IRS Pub. 1220. http://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 remove the District of Columbia (state Code 11) and Utah (state Code 49).

2. In the Payee “B” Record, the State Codes 11 and 49 are removed from positions 747-748. 3. In the State Total “K” Record, the State Codes 11 and 49 are removed from positions 747-748.

(Patch 21937003)

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



SQR Description

TAX950.SQR E&G

TAX950.SQR generates the Form 1042-S print file and a file to report 1042-S data electronically to the IRS. The program is redelivered with modifications to support changes in Form 1042-S reporting for tax year 2015. https://www.irs.gov/pub/irs-pdf/i1042s.pdf For tax year 2015, Income Codes, Exemption Codes, and Chapter 3 Status Codes are changed as follows: Income Codes

• The Income Code for “Scholarship/Fellowship Grants” is changed from 15 to 16. • The Income Code for “Independent Personal Services” is changed from 16 to 17. • The Income Code for “Dependent Personal Services” is changed from 17 to 18. • The Income Code for “Teaching” is changed from 18 to 19. • The Income Code for “Studying and Training” is changed from 19 to 20. • The Income Code for “Other Income” is changed from 50 to 54.

Exemption Codes

• The Exemption Code for “Qualified intermediary represents income is exempt” is changed from 09 to 10.

Chapter 3 Status Codes

• The Status Code for “Corporation” is changed from 18 to 15. • The Status Code for “Individual” is changed from 19 to 16. • The Status Code for “Private Foundation” is changed from 21 to 18. • The Status Code for “International Organization” is changed from 22 to 19 and its description is

changed to “Government / International Org”. • The Status Code for “Tax Exempt Organization” is changed from 23 to 20. • Status Code 29 for “Government of U.S. territory” is discontinued.

For information on Form 1042-S processing for tax year 2015, see the separate document (E&G) U.S. Form 1042-S Processing 2015 which is delivered with this tax update. (Patch 20147205)

https://www.irs.gov/pub/irs-pdf/i1042s.pdf



SQR Description

TAX950.SQR E&G (continued from previous page)

Program TAX950.SQR is also modified to support changes to the electronic file format record specifications for reporting Form 1042-S data to the IRS for tax year 2015, as documented in IRS Pub. 1187 (rev. 8-2015). https://www.irs.gov/pub/irs-pdf/p1187.pdf Withholding Agent "W" Record for 2015:

Positions 811-832 Withholding Agent's Foreign Tax Identification Number (previously positions 811-819)

Positions 833-1010 Reserved (previously positions 820-1010)

Recipient "Q" Record for 2015:

Before the modifications (2014 file specifications)

After the modifications (2015 file specifications)

Positions 786-787 Recipient’s Chapter 3 Status Code

Hard-coded to contain the value “19”.

Hard-coded to contain the value “16”.

For tax year 2015, the IRS changed the Chapter 3 Status Code for “Individual” from 19 to 16.

(Patch 22082895) Note: Because the 3-vertical format of Form 1042-S is no longer supported beginning with tax year 2015, Tax Update 15-E also modifies the Create 1042-S run control page to remove LSR03UP from the list of selections available in the drop-down list for the Form ID field. See the in the earlier Special Notes – U.S. (E&G) section of this document for an illustration of the changes to the Create 1042-S run control.

https://www.irs.gov/pub/irs-pdf/p1187.pdf



SQR Description

TAX960LC.SQR TAX960LC.SQR reports W-2 wage and tax data to local tax agencies that accept submissions in the SSA EFW2 reporting format. The program is redelivered with modifications to support new codes to identify Michigan local tax jurisdictions. Information on the new codes can be found in the 2016 Michigan Cities Common Withholding Forms and Specifications, which is published by the City of Grand Rapids Income Tax Department. The new codes for identifying Michigan local tax jurisdictions are used to populate: Form W-2: box 20 (Locality Name) EFW2 file: RS Record positions 5-9 (Taxing Entity Code) and positions 298-307 (Other State Data)

Before Tax Update 15-E modifications

After Tax Update 15-E modifications

Form W-2 box 20 Values from Local Tax Table in descending priority sequence: W-2 Print Name Locality Short Name Locality Name

Value from Taxing Entity Code field on Local Tax Table 3 (TAX960US.SQR)

EFW2 file RS Record Walker and Grand Rapids only: 5-9 Blanks 298-307 Value from Taxing Entity Code field on Local Tax Table 3 All other supported MI localities: 5-9 Value from Taxing Entity Code field on Local Tax Table 3 298-307 Blanks

All supported MI localities: Positions 5-9 and Positions 298-307 Value from Taxing Entity Code field on Local Tax Table 3 (TAX960LC.SQR)

TAX960US.SQR is also redelivered with modifications related to the above-described changes. See Local Tax Table – Michigan Taxing Entity Code Updates for W-2 Reporting the earlier U.S. Changes section of this document for information on the Local Tax Table entries that are updated with the new Michigan codes in Tax Update 15-E. (Patch 21749384)



SQR Description

TAX960ST.SQR VALIDEIN.SQC

TAX960ST.SQR, in conjunction with VALIDEIN.SQC, reports W-2 wage and tax data to states using the EFW2 format. The program is redelivered with the following modifications: New Jersey. Current New Jersey specifications indicate that the New Jersey Taxpayer Identification Number should be reported in the RS Record in positions 248-259 as either the 9 digit FEIN or a 12 digit number (9 digit FEIN with a 3 digit suffix). http://www.state.nj.us/treasury/taxation/pdf/current/nj_efw2.pdf Because New Jersey will reject files which include hyphens in these positions, the program is modified to remove all hyphens when populating this field. VALIDEIN.SQC is also redelivered with modifications related to the above-described issue. (Patch 20679251) North Carolina. Currently North Carolina allows EFW2 files to be submitted only on CD-ROM. Since CD-ROM is not currently a supported reporting medium, PeopleSoft customers are instructed to select Reporting Medium = “Tape”. Prior to the modifications, the file was incorrectly created with a filename extension as though “Diskette” had been selected for the Reporting Medium (TAX960NC.001). With the modifications, the file is created correctly with a filename that does not include an extension (TAX960NC). TAX962ST.SQR is also redelivered with modifications to resolve a problem related to producing the audit report for the North Carolina file. (Patch 20524216) Note: North Carolina is in the process of implementing a new online file submission process, but the file format remains unchanged for tax year 2015. News of the new online file submission process was published by North Carolina after the development deadline for Tax Update 15-E had passed, but because there are no file format changes, employers will still be able to successfully upload and submit the North Carolina W-2 file created by TAX960ST.SQR. North Carolina advises that employers will still be able to submit files for tax year 2015 on CD if necessary, although North Carolina will prefer that they use the new online file submission process once it has been made available. The North Carolina Department of Revenue has not yet documented the new online file submission process on their website. Any programming changes that may be required to support the new North Carolina online file submission process, including setting Reporting Medium = Electronic as the default option, will be delivered in Tax Update 16-E.

http://www.state.nj.us/treasury/taxation/pdf/current/nj_efw2.pdf



SQR Description

TAX960US.SQR TAX960US.SQR produces the W-2 Print File for reporting annual wage and tax data on Form W-2 for U.S. employees. The program is modified to print new codes for Michigan local tax jurisdictions in box 20 of Form W-2. The new codes are stored in the Taxing Entity Code field (PS_LOCAL_TAX_TBL.W2_MAG_CODE) on the Local Tax Table 3 page. For information on the modifications, see the description of the changes for Michigan in the listing for program TAX960LC.SQR. (Patch 21749384)

TAX962ST.SQR TAX962ST.SQR produces an Audit Report of the contents of the W-2 file(s) created by TAX960ST.SQR. The program is modified to successfully produce an audit report of the W-2 file created for North Carolina. Prior to the modifications, processing the audit report for North Carolina generated the error message “TAX960NC.001 not found” due to an incorrect filename for the North Carolina file created by TAX960ST.SQR. With the modifications, TAX962ST.SQR will successfully produce the audit report for the North Carolina file created by TAX960ST.SQR. For more information, see the description of the changes for North Carolina in the listing for program TAX960ST.SQR. (Patch 20524216)



SQR Description

TAXMMREF.SQC TAXMMREF.SQC (in conjunction with TAX960PD.SQR) reports W-2PR wage and tax data for Puerto Rico in the EFW2 format for electronic filing, as described in Puerto Rico publication 15-04, Form 499R-2/W-2PR (Copy A) Electronic Filing Requirements for Tax Year 2015. http://www.hacienda.gobierno.pr/sites/default/files/publicaciones/2015/10/publication_15-04.pdf The program is redelivered with modifications to comply with changes in Puerto Rico reporting specifications effective for tax year 2015.

Before Tax Update 15-E modifications

After Tax Update 15-E modifications (for tax year 2015 reporting)

RW Record Positions 265-396 Blank Fill Zero Fill

RS Record Positions 3-4 and 5-9 Blank Fill Zero Fill

RO Record Positions 111-122 Zero Fill Blank Fill

RT Record Positions 220-234 Blank Fill Zero Fill

RU Record Positions 145-159 Zero Fill Blank Fill

(Patch 20493039)

VALIDEIN.SQC VALIDEIN.SQC validates the State Employer Identification Number (EIN) in the W-2 Record Error Report (TAX910ER.SQR), the State EFW2 File (TAX960ST.SQR), and the Local EFW2 File (TAX960LC.SQR). For information on the modifications to this module, see the description of the changes for New Jersey in the listing for program TAX960ST.SQR. (Patch 20679251)

http://www.hacienda.gobierno.pr/sites/default/files/publicaciones/2015/10/publication_15-04.pdf



Quarterly Reporting SQRs SQR Description

TAX810FL.SQR TAX810FL.SQR reports employee quarterly wage and tax data to Florida in an XML format. The program is modified so that the complete SQL statement is in uppercase. Prior to the modifications, if the program was executed in a Microsoft SQL Server (MSS) environment, the program abended with the following errors:

SQLNumResultCols error 207 in cursor 16: Invalid column name ‘efftdt’ SQL NumResultCols error 207 in cursor 19: Invalid column name ‘State’

(Patch 21035251)

TAX860LA.SQR TAX860LA.SQR reports employee quarterly wage and tax data to Louisiana in the 512 character-length EFW2 format. The program is modified to comply with the following revised Florida specifications which are effective beginning with reporting for the quarter ending December 31, 2015. http://www.laworks.net/Downloads/UI/LAWATS.pdf

RS Record Before Tax Update 15-E modifications

After Tax Update 15-E modifications (beginning with reporting for the quarter ending 12/31/2015)

Positions 360-366 Blank Fill Employee’s Hourly Rate 3(9)V4(9). For example an hourly rate of $21.56 is reported as 0215600.

Positions 367-446 Blank Fill Standard Occupational Code (SOC) based upon employee’s PS_JOBCODE. Report 6 digit code (no dots (.) or dashes (-). For example 12-3456.00 is reported as 123456. If SOC not available then employee’s Job Cod description is reported (up to 80 characters long).

The Hourly Rate and SOC Code are reported based on the employee’s active primary job in effect at the end of the quarterly reporting period processed (3/31, 6/30, 9/30, 12/31). (Patch 21201925)

http://www.laworks.net/Downloads/UI/LAWATS.pdf



Canadian SQRs delivered in Tax Update 15-E 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.

Canadian Year-End Reporting SQRs SQR Description

CTX910AP.SQR CTX910AP.SQR produces formatted laser T4A slips with a variety of sort options and copy types. Processing type options provide for original, amended, cancelled and reissued slips, as well as the reprinting of duplicate slips. The program is modified to support the 2015 version of the T4A slip. (Patch 21305112)

CTX910AS.SQR CTX910AS.SQR produces a summary of amended and cancelled slips together with supporting employee details for year-end balancing purposes. The latest version of each amended/cancelled year-end slip is reported and compared with the corresponding original slip, to produce the net differences between the two versions. The program is modified to support new T4A code 196 for 2015 reporting. (Patch 21305322)

CTX910AU.SQR CTX910AU.SQR produces an audit register of amounts to be reported on the original year-end tax slips for each employee, taken from the year-end slip records created by the load program CTX910LD. The program is modified to support new T4A code 196 for 2015 reporting. (Patch 21305322)



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: 1. Ensure that an RL slip without negative box amounts does not get voided, and any slip

that has a negative box does get voided. Prior to the modifications, if there were multiple wage loss plans and the RL slip for one wage loss plan had a negative box amount, the RL slips for all wage loss plans were voided. (Patch 20430987)

2. Populate Box 036 on the T4A slip with the pension plan registration number when Box 034 contains a pension adjustment amount. Prior to the modifications, the pension plan registration number was missing from Box 036. (Patch 21231626)

3. Support year-end processing for status Indian employees with partial tax exemptions. Prior to the modifications, the system only supported year-end processing for status Indian employees who claimed full tax exemptions. See the earlier Special Notes – Canadian Year-End Reporting section of this document for further information. (Patch 21532813)

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 ensure that the Process-T4-Records and Process-T4A-Records procedures, will call the procedure Save-Employee-Data only if there are no negative values in any year-end boxes for the processed employee. This modification ensures that the opening tags in the XML file are created correctly even when the first employee is skipped due to negative box values. Prior to the modifications, the opening tags on the generated XML file were missing when negative box values existed for the first employee. (Patch 21238893)



SQR Description

TAX103CN.SQR TAX103CN.SQR calculates and updates Federal, Québec and provincial basic source deductions for employees by generating a new Canadian Income Tax Data record for each employee who is active as of the Effective Date specified. The program is modified to include the new field “USE_FOR_CPP” (introduced in Tax Update 15-C) into the insert of new rows in the SQR. (Patch 21683622)

TAX104CN.SQR TAX104CN.SQR calculates Pension Adjustment amounts for eligible employees contributing to defined benefit pension plans and updates the Canadian Tax Balances table with the calculated amounts. A corresponding report provides a record of all updated balances. The program is modified to: 1. Ensure that the pension plan registration information is retrieved, reported and

processed correctly when an employee terminates their pension plan coverage. Prior to the modifications, when an employee terminated their pension plan coverage, the pension plan registration number and pension adjustment amount were blanked out, which caused a mismatch in a SQL statement. (Patch 21312844)

2. Prevent a pension adjustment amount from being calculated when an employee is deceased. Prior to the modifications, pension adjustment amounts were being calculated and subsequently reported on the T4 slip for deceased employees. (Patch 21329385)



Appendix: Object Changes delivered in Tax Update 15-E

BI Publisher Data Definitions: Data Source ID Description 900 910 PYT415 Patch 21305049

Added new Data Source Definition for 2015.

PYT4A15 Patch 21305049 Added new Data Source Definition for 2015.

BI Publisher Report Definitions: Report Name Description 900 910 PYT414N_CO Patch 21305049

Added new T4 Company print template for 2015.

PYT4A14N_CO Patch 21305049 Added new T4A Company print template for 2015.

PYT415N_EE Patch 21305049 Added new T4 Employee print template for 2015.

PYT4A15N_EE Patch 21305049 Added new T4A Employee print template for 2015.

PYT415N_GVT Patch 21305049 Added new T4 Government print template for 2015.

PYT4A15N_GVT Patch 21305049 Added new T4A Government print template for 2015.

PYT415S_EE Patch 21305049 Added new T4 Employee Self-Service print template for 2015.

PYT4A15S_EE Patch 21305049 Added new T4A Employee Self-Service print template for 2015.

BI Publisher Template Definitions: Template ID Description 900 910 PYT415N_CO_1 Patch 21305049

Added new T4 Company print template for 2015.

PYT4A15N_CO_1 Patch 21305049 Added new T4A Company print template for 2015.

PYT415N_EE_1 Patch 21305049 Added new T4 Employee print template for 2015.

PYT4A15N_EE_1 Patch 21305049 Added new T4A Employee print template for 2015.

PYT415N_GVT_1 Patch 21305049 Added new T4 Government print template for 2015.

PYT4A15N_GVT_1 Patch 21305049 Added new T4A Government print template for 2015.

PYT415S_EE_1 Patch 21305049 Added new T4A Employee Self-Service print template for 2015.

PYT4A15S_EE_1 Patch 21305049 Added new T4A Employee Self-Service print template for 2015.

Pages: Name Description 881 890 900 910 RUNCTL_TAX950 Patch 21793396

Modified Page Activate PeopleCode.

Records: Name Field Description Create/ Alter 881 890 900 910 FUNCLIB_RETRO UPDATE_RQST Patch 21836969

Modified FieldFormula PeopleCode



Translate Values: Name Description 881 890 900 910 HP_1042S_FORM_ID Patch 21793396

Modified value 'P' to inactive status.

HP_CH3_STATUS_CD Patch 20147205 Modified values '21', '22', '23' and '29' to be inactive. Modified description for value '18'. Added new values '15', '19' and '20'.