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

BSI TaxFactory™ Release 9.0

Regulatory Bulletin Number 143

BSI recommends that the BSI TaxFactory 9.0.L cyclic upgrade be applied foremployers processing Wage Attachments.

June 7, 2014

ENGINES AFFECTED BY DATA CHANGES:

BSI TaxFactory™ Engine X

ReciprocalTax™ Engine X

WageAssessor™ Engine X

PensionTax™ Engine

TaxLocator™ Engine X

WageAttachment™ Engine

X

BSI TaxFactory™ Engine

Federal Taxes

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States and Possessions Taxes X

Local Taxes X

States and Possessions Taxes

Authority BSI

SystemCode

Tax Type EffectiveDate Change Description

MASSACHUSETTS 00250000 P.E.R.S. - S.S. - EMPLOYER PICK-

UP

TAX TYPE 06801/01/2014

Adds a tax type that carries a 1% defaulttax rate that requires an employerprovided experience rate either via theAPI or Custom Data.

This tax represents the tax-deferredversion of existing tax type '061'(Employee Retirement Plan - S.S.).

This tax also represents employeecontributions to Public EmployeeRetirement system (P.E.R.S.) plans thatsupport IRS Sec 414(h)(2) ("employerpick-up") provisions, allowing tax-deferral of Federal and state withholdingon the calculated tax amounts.

BSI TaxFactory users must pass the taxtype value '068' via standard tax levelinformation of the program-to-programinterface between BSI TaxFactory andyour payroll system.

MISSOURI 00290000 WITHHOLDING TAX

TAX TYPE 001 IMMEDIATELY Modifies formula number 1 (FN:1) tocalculate State issued Orders at a 50%maximum on disposable wages.

SOUTH CAROLINA 00450000 ADMINISTRATIVE

CONTINGENCY FUND TAX

TAX TYPE 037 IMMEDIATELY

Increases the default tax rate FROM.182% TO 1%.

Apply one of the following options toreplace the system default rate:

a. Pass your authority assigned DACAand Interest Tax rate in the ExperienceRate (ER:) parameter via the program-to-program interface between BSITaxFactory and your payroll system.

or

b . Launch the BSI TaxFactory Client andcreate an Optional Rate Override forTT:037 and provide your authorityassigned experience rate.

Note: This change might cause thesystem to self-adjust.

Local Taxes

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Authority BSI

SystemCode

State County Tax Type EffectiveDate

ChangeDescription

MOUNT OLIVETCITY 00210353 KY ROBERTSON

EMPLOYEEOCCUPATION TAX

TAX TYPE 051 01/01/2014 Increases the tax rate

FROM 1% TO 2%.

CHARLESTONTOWNSHIP 00420411 PA TIOGA


TAX TYPE 051 IMMEDIATELY This tax has been

rescinded.

CLIFFORDTOWNSHIP 00420467 PA SUSQUEHANNA

WITHHOLDINGTAX

TAX TYPE 001 IMMEDIATELY Increases the non-resident

tax rate FROM .5% TO 1%.


LOCAL SERVICESTAX


Adds a $10 tax forresidents and non-residents earning wages inthis jurisdiction.

Note: This authority hasadopted the Local

Services Tax.

LIBERTYTOWNSHIP 00421416 PA TIOGA

WITHHOLDINGTAX

TAX TYPE 001 IMMEDIATELY Adds a 1% non-resident

tax rate.

LIMESTONETOWNSHIP 00421426 PA CLARION



rescinded.

LIMESTONETOWNSHIP 00421426 PA CLARION

LOCAL SERVICESTAX



Note: This authority hasadopted the LocalServices Tax.

MINERALTOWNSHIP 00421668 PA VENANGO



rescinded.


LOCAL SERVICESTAX




MONROETOWNSHIP 00421687 PA BRADFORD

WITHHOLDINGTAX


tax rate.

NEW BERLINBOROUGH 00421776 PA UNION

WITHHOLDINGTAX


tax rate.

NORTH EASTTOWNSHIP 00421856 PA ERIE



rescinded.

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LOCAL SERVICESTAX




PINE TOWNSHIP 00422064 PA CRAWFORD EMPLOYEE

OCCUPATION TAX


rescinded.

PINE TOWNSHIP 00422064 PA CRAWFORD LOCAL SERVICES

TAX




PINE TOWNSHIP 00422067 PA INDIANA EMPLOYEE

OCCUPATION TAX

TAX TYPE 051

IMMEDIATELY This tax has beenrescinded.

PINE TOWNSHIP 00422067 PA INDIANA LOCAL SERVICES

TAX




ROSS TOWNSHIP 00422249 PA LUZERNE EMPLOYEE

OCCUPATION TAX


rescinded.

ROSS TOWNSHIP 00422249 PA LUZERNE LOCAL SERVICESTAX


Adds a $10 tax forresidents and non-

residents earning wages inthis jurisdiction.


WOODWARDTOWNSHIP 00423041 PA CLINTON



rescinded.


LOCAL SERVICESTAX



Note: This authority has

adopted the LocalServices Tax.

ReciprocalTax™ Engine

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Federal Taxes


Local Taxes X

Local Taxes

Authority BSI

SystemCode

State County Tax Type EffectiveDate

ChangeDescription

ALL (exceptPhiladelphia) ALL PA N/A

WITHHOLDINGTAX

TAX TYPE 001 IMMEDIATELY Reverses the change

issued in regulatorybulletin number 142..

JACKSONTOWNSHIP 00421230 PA LUZERNE

WITHHOLDINGTAX


Changes the reciprocalformula type FROM aresident only formula TO aresident and non-residentformula with the same rate.


LOCAL SERVICESTAX

TAX TYPE 084 IMMEDIATELY Adds reciprocal formula

data.

LIBERTYTOWNSHIP 00421416 PA TIOGA

WITHHOLDINGTAX


Changes the reciprocalformula data FROMresident only TO residentand non-resident withdifferent tax rates.

LIMESTONETOWNSHIP 00421426 PA CLARION LOCAL SERVICES

TAX

TAX TYPE 084 IMMEDIATELY Adds reciprocal formuladata.


LOCAL SERVICESTAX


data.

MONROETOWNSHIP 00421687 PA BRADFORD

WITHHOLDINGTAX



NEW BERLINBOROUGH 00421776 PA UNION

WITHHOLDINGTAX




LOCAL SERVICESTAX


data.

OWEN J ROBERTSS DSCHOOL DISTRICT 00421959 PA CHESTER

WITHHOLDINGTAX


Changes the effectiverate FROM 50% of 1.25%TO 60% of 1.25% for WestVincent Township whenused with this school

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district.

PINE TOWNSHIP 00422064 PA CRAWFORD LOCAL SERVICES

TAX


data.

PINE TOWNSHIP 00422067 PA INDIANA LOCAL SERVICES

TAX


data.

ROSS TOWNSHIP 00422249 PA LUZERNE LOCAL SERVICES

TAX


data.


LOCAL SERVICESTAX


data.

WageAssessor™ Engine

Federal Taxes


Local Taxes X

States and Possession Taxes

Authority BSI

SystemCode


MASSACHUSETTS 00250000 P.E.R.S. - S.S. - EMPLOYER

PICK-UP

TAX TYPE 06801/01/2014

All Employee and Employer MatchingBenefit Plan contributions and EarningsTypes taxability data follows the New YorkState Tax Type 061 taxability guidelines.

Local Taxes

Authority

BSI

SystemCode State County Tax TypeEffective

Date Change

Description

WEST VIRGINIALOCALS N/A WV N/A CITY SERVICE FEE

TAX TYPE 076 IMMEDIATELY Changes the taxabilityfor Business Expenses(E007) FROM taxableTO non-taxable.

TaxLocator™ Engine

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Federal Taxes


Local Taxes X

Local Taxes

Authority BSI SystemCode State County Change Description

BATH AKRONFAIRLAWN JEDDTOWNSHIP

00391563 OH SUMMIT Updates locator mapping data for this JEDD andcounty combination.

WageAttachment™ Engine

Federal Taxes


Local Taxes


Authority BSI

SystemCode


CALIFORNIA 00060000 CREDITOR

GARNISHMENT

TAX TYPE 507 07/01/2014 Increases the State minimum hourly rate FROM

$8.00 TO $9.00.

CALIFORNIA 00060000 VOL WAGE

ASSIGNMENT TAX

TYPE 515 IMMEDIATELY

Modifies the data to calculate the Voluntary WageAssignment at the lesser of 50% of gross wages orthe amount stated in the wage attachment order.

FLORIDA 00120000

CURRENT SUPPORTARREARS

TAX TYPE 510

MEDICAL SUPPORT

TAX TYPE 511

SPOUSAL SUPPORT

TAX TYPE 513

IMMEDIATELY

Modifies the priority order for Support type Orders

FROM

Current Support, Spousal Support, MedicalSupport, Current Support Arrears, SpousalSupport Arrears, Medical Support Arrears, OtherSupport and Support Employer Fee.

TO

Current Support, Support Employer Fee, Current

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SPOUSAL SUPPORT

ARREARS

TAX TYPE 514

MEDICAL SUPPORTARREARS

TAX TYPE 512

SUPPORTEMPLOYER FEE

TAX TYPE 519

Support Arrears, Medical Support, SpousalSupport, Spousal Support Arrears, MedicalSupport Arrears and Other Support.

INDIANA 00180000 STATE TAX LEVY

TAX TYPE 504 07/01/2014

Modifies the data to calculate at the lesser of thefollowing amounts:

an amount equal to 25% of disposableearnings or, if the employee can showgood cause why the garnishment shouldbe reduced, an amount equal to

a. less than 25%, and

b. at least 10% of theindividual’s disposableearnings

the amount by which the individual’sdisposable earnings for that weekexceed $217.50 (30 times the $7.25Federal minimum hourly wage, or

the ordered amount

NOTE: To correctly calculate the hardship, BSITaxFactory users must pass the approvedhardship percentage and Consent via standard

Garnishment-level information of the program-to-program interface between BSI TaxFactory andyour payroll system as follows:

Use Consent (CO:2) to signify the theintent to withhold an amount other than25% of disposable earnings and

Use Percent to withhold (PW:) to inputthe percent of disposable to be withheld.

Enter a whole number between 10(lowest allowable alternate percentage)and 24 (highest allowable alternatepercentage).

If (CO:2) is passed but (PW:) is not

passed, TaxFactory will default tocalculate at 10%.

OREGON 00410000


TAX TYPE 510

MEDICAL SUPPORT

TAX TYPE 511

SPOUSAL SUPPORT

IMMEDIATELY


FROM

Current Support, Spousal Support, MedicalSupport, Current Support Arrears, SpousalSupport Arrears, Medical Support Arrears, OtherSupport and Support Employer Fee.

TO

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TAX TYPE 513

SPOUSAL SUPPORTARREARS

TAX TYPE 514


TAX TYPE 512

SUPPORTEMPLOYER FEE

TAX TYPE 519

Current Support, Support Employer Fee, SpousalSupport, Medical Support, Current SupportArrears, Spousal Support Arrears, Medical SupportArrears and Other Support.

RHODE ISLAND 00440000


TAX TYPE 510

MEDICAL SUPPORT

TAX TYPE 511

SPOUSAL SUPPORT

TAX TYPE 513


TAX TYPE 514


TAX TYPE 512

SUPPORTEMPLOYER FEE

TAX TYPE 519

IMMEDIATELY


FROM

Current Support, Spousal Support, SpousalSupport Arrears, Medical Support, Medical SupportArrears, Other Support and Support Employer Fee.

TO

Current Support, Support Employer Fee, MedicalSupport, Spousal Support, Current SupportArrears, Spousal Support Arrears, Medical SupportArrears and Other Support.

TENNESSEE 00470000


TAX TYPE 510

MEDICAL SUPPORT

TAX TYPE 511

SPOUSAL SUPPORT

TAX TYPE 513


TAX TYPE 514


TAX TYPE 512

SUPPORTEMPLOYER FEE

TAX TYPE 519

IMMEDIATELY


FROM

Current Support, Current Support Arrears, SpousalSupport, Spousal Support Arrears, MedicalSupport, Medical Support Arrears, Other Supportand Support Employer Fee.

TO

Current Support, Support Employer Fee, MedicalSupport, Spousal Support, Current SupportArrears, Spousal Support Arrears, Medical SupportArrears and Other Support.

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UTAH 00490000 STATE STUDENT

LOAN

TAX TYPE 517 03/27/2014

Modifies the garnishment data when processingmultiple State student loans tohonor the maximum aggregate garnishment limitof 15% of disposable earnings.

Special Information

Keeping all messages in your Message Viewer may use all available databasefree space. BSI recommends monitoring table spaces and clearing oldmessages that are no longer required to prevent this from happening.

Comments

BSI will be c l o s e d on the following days:July 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 SupportDepartment. 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, such

as 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 Wage Attachment QuickFormulas™ have been updated for thetax changes listed above.

mailto:[email protected]




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