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BUSINESS SOFTWARE, INC. (BSI) CONFIDENTIAL AND PROPRIETARY INFORMATION

BSI TaxFactory™ Release 9.0

Regulatory Bulletin Number 137

March 5, 2014

BSI recommends that the BSI TaxFactory 9.0.k2 cyclic upgrade be applied foremployers processing Puerto Rico withholding tax.

ENGINES AFFECTED BY DATA CHANGES:

BSI TaxFactory™ Engine X

ReciprocalTax™ Engine X

WageAssessor™ Engine

X

PensionTax™ Engine

X

TaxLocator™ Engine X

WageAttachment™ Engine

BSI TaxFactory™ Engine

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Federal Taxes

States and Possessions Taxes X

Local Taxes X

States and Possessions Taxes

Authority

BSI

SystemCode

Tax Type

EffectiveDate

Change Description

CONNECTICUT

00090000

WITHHOLDING TAX

TAX TYPE 001

01/01/2014

Reissues the exemption table

previously issued in Bulletin 130 for

Single filing status (CT W-4

Withholding Code F).

NEVADA

00320000

EMPLOYER BOND CONTRIBUTIONASSESSMENT TAX

TAX TYPE 089

01/01/2014

Decreases the new employer defaulttax rate FROM 1% TO .29%.

Note: The new employer default taxrate was revised and recently madeavailable by the Authority.

NEW YORK 00360000

EMPLOYEE RETIREMENT PLAN-MED.

TAX TYPE 062

01/01/2014 This tax has been rescinded.

NEW YORK

00360000

EMPLOYER RETIREMENT PLAN-MED.

TAX TYPE 064

01/01/2014

This tax has been rescinded.

NEW YORK

00360000

P.E.R.S. - S.S. - EMPLOYER PICK-UP

TAX TYPE 06801/01/2014

Adds a tax type that carries a 1%

default tax rate that requires an

employer provided experience rate

either via the API or Custom Data.

This tax represents the tax-deferred

version of existing tax type '061'

(Employee Retirement Plan - S.S.).

This tax also represents employee

contributions to Public Employee

Retirement system (P.E.R.S.) plans

that support IRS Sec 414(h)(2)

("employer pick-up") provisions,

allowing tax-deferral of Federal and

state withholding on the calculated tax

amounts.

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BSI TaxFactory users must pass the

tax type value '068' via standard tax

level information of the program-to-

program interface between BSI

TaxFactory and your payroll system.

PUERTO RICO

00430000

WITHHOLDING TAX

TAX TYPE 001

01/01/2013

Modifies the formula data to changethe system selected Supplementalmethod FROM Regular TO SeparateAggregation for "Optional MethodFormula 2" (FN:2) .

PUERTO RICO

00430000 WITHHOLDING TAX

TAX TYPE 001

01/01/2014

Modifies the formula data to changethe system selected Supplementalmethod FROM Regular TO SeparateAggregation for "Optional MethodFormula 2" (FN:2) .

WISCONSIN 00550000

WITHHOLDING TAX

TAX TYPE 001

04/01/2014 Changes the wage bracket tables.

Local Taxes

Authority

BSISystemCode

State County Tax TypeEffective

Date

ChangeDescription

CAMDEN

VILLAGE 00391963

OH

PREBLE

WITHHOLDING TAX

TAX TYPE 001 01/01/2014

Adds a new authority that

carries a 1% resident and

non-resident tax rate.

GRATIS

VILLAGE 00391964

OH

PREBLE

WITHHOLDING TAX

TAX TYPE 001

01/01/2014

Adds a new authority that

carries a 1% resident and

non-resident tax rate.

JEROMESVILLE

VILLAGE 00391952 OH ASHLAND

WITHHOLDING TAX

TAX TYPE 001

01/01/2014

This tax has been

rescinded.

GROVE CITY ASD

SCHOOL DISTRICT 00421060 PA MERCER

LOCAL SERVICESTAX

TAX TYPE 084

IMMEDIATELY

Adds a $5 tax for residents

and non-residents earning

wages in this jurisdiction.

Note: This authority has

adopted the Local Services

Tax.

LEHIGHTON

BOROUGH 00421389

PA

CARBON

LOCAL SERVICESTAX

TAX TYPE 084

01/01/2014

Increases the tax amount

FROM $47 TO $52.

SPRINGFIELD

TOWNSHIP 00422504 PA MERCER

EMPLOYEEOCCUPATION TAX

TAX TYPE 051

IMMEDIATELY

This tax has been

rescinded.

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SPRINGFIELD

TOWNSHIP 00422504 PA MERCER

LOCAL SERVICESTAX

TAX TYPE 084

IMMEDIATELY

Adds a $10 tax for

residents and non-

residents earning wages in

this jurisdiction.

Note: This authority has

adopted the Local Services

Tax.

ReciprocalTax™ Engine

Federal Taxes


Local Taxes X

Local Taxes

Authority

BSISystem

Code


Date

Change

Description

BUCYRUS

CITY 00391066

OH

CRAWFORD

WITHHOLDING TAX

TAX TYPE 001 01/01/2014

Changes the resident tax

credit FROM 75% of 2%

not to exceed 1.25% TO

100% of 2%.

CAMDEN

VILLAGE 00391963

OH

PREBLE

WITHHOLDING TAX

TAX TYPE 001

01/01/2014

This authority does not

offer a resident tax credit.

FOREST PARK

CITY 00391150 OH HAMILTON

WITHHOLDING TAX

TAX TYPE 001

01/01/2014

Changes the resident tax

credit FROM 100% of 1.5%

TO 25% of the non-

resident rate not to exceed

25% of 1.5%.

GRATIS

VILLAGE 00391964

OH

PREBLE

WITHHOLDING TAX

TAX TYPE 001 01/01/2014

This authority does not

offer a resident tax credit.

GROVE CITY ASD

SCHOOL DISTRICT 00421060 PA MERCER

LOCAL SERVICESTAX

TAX TYPE 084

IMMEDIATELY

Adds the effective

amount of 50% of $10 for

Springfield Township

when used with this

school district. Adds the

school district effective

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amount of 100% of $5

when used with

Springfield Township.

SPRINGFIELD

TOWNSHIP 00422504

PA

MERCER

LOCAL SERVICESTAX

TAX TYPE 084

IMMEDIATELY

Adds reciprocal formula

data.

WageAssessor™ Engine

Federal Taxes


Local Taxes X

Local Taxes

Authority

BSISystemCode


Date

ChangeDescription

INDIANA LOCALS

ALL IN N/A

WITHHOLDING TAX

TAX TYPE 001

01/01/2014

Changes the taxability

for Personal Use of

Company Car (E019),

Below Market Loans To

Employees (E025),

Stock Purchase and

Incentive Plan (E039)

and Group Term Life

G.T. 50000 (E048)

FROM taxable TO

imputed earnings.

CAMDEN

VILLAGE

00391963

OH

PREBLE

WITHHOLDING TAX

TAX TYPE 001

01/01/2014

All Employee andEmployer MatchingBenefit Plancontributions and

Earnings Typestaxability data followsthe Federal Medicaretaxability guidelines.

GRATIS

VILLAGE 00391964 OH PREBLE

WITHHOLDING TAX

TAX TYPE 001

01/01/2014

All Employee andEmployer MatchingBenefit Plancontributions andEarnings Typestaxability data followsthe Federal Medicare

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taxability guidelines.

PensionTax™ Engine

Federal Taxes

States and Possessions Taxes X

Local Taxes


Authority

BSISystemCode

Tax Type

EffectiveDate

Change Description

PUERTO RICO

00430000

PENSION PERIODICWITHHOLDING

TAX TYPE 070

01/01/2013

Modifies the formula data to change thesystem selected Supplemental methodFROM Regular TO Separate Aggregationfor "Optional Method Formula 2" (FN:2) .

PUERTO RICO

00430000


TAX TYPE 070

01/01/2014

Modifies the formula data to change thesystem selected Supplemental methodFROM Regular TO Separate Aggregationfor "Optional Method Formula 2" (FN:2) .

WISCONSIN 00550000


TAX TYPE 070

PENSION N.P. ELIGIBLEROLLOVER

TAX TYPE 071

PENSION N.P.NONQUALIFYING

TAX TYPE 072

04/01/2014 Changes the wage bracket tables.

TaxLocator™ Engine

Federal Taxes

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Local Taxes X

Local Taxes

Authority

BSI SystemCode

State County Change Description

CAMDEN

VILLAGE 00391963

OH

PREBLE

Adds locator place and mapping data for this

village and county combination.

CANAL WINCHESTER

VILLAGE

00391074

OH

FRANKLIN

Removes the incorrect locator mapping data for

this village and county combination.

GRATIS

VILLAGE 00391964 OH PREBLE

Adds locator place and mapping data for this

village and county combination.

Special Information

Keeping all messages in your Message Viewer may use all available database free

space. BSI recommends monitoring table spaces and clearing old messages that

are no longer required to prevent this from happening.

Comments

BSI will be closed on the following days:May 26, 2014July 4, 2014September 1, 2014

It is important that we have your firm's proper support contact information (name,address, phone number(s), e-mail address. To add, change or correct your supportcontact information, use the forms located on the left sidebar of the MyBSIhomepage. Please inform BSI of any hardware changes in writing via fax (770) 448-3208, e-mail ([email protected]) or regular mail (155 TechnologyParkway, Suite 100, Norcross, GA 30092).

BSI has two toll free phone numbers that you may use to place calls to the Support

mailto:[email protected]




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Department. The phone numbers are (877) 274-7873 and (888) 293-3413.

Information on BSI TaxFactory Support Services is located in the BSI TaxFactory On-line Help.

Tax updates are made available to customers as soon as they are certified forproduction by the Quality Assurance Team. Set your notification options so that youare immediately notified through your e-mail system when updates are available fordownload.

The BSI Website uses pop-up windows to display information to the user. If you havesoftware that prevents the display of pop-up windows, you may experiencedifficulties taking advantage of all the functionality provided by the BSI Website, suchas QuickFormulas. It may be necessary for you to modify the configuration of yourpop-up disabling tool to allow the BSI Website to function correctly.

QuickFormulas™ and Pension QuickFormulas™ have been updated for the tax

changes listed above.

© Copyright 2014 Business Software, Inc.

Unpublished - Rights Reserved Under the Copyright Laws of the United States

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