P EOPLE S OFT P ROPRIETARY AND C ONFIDENTIAL T A X 12C900- NOTES . DOC - 1 PEOPLESOFT PAYROLL FOR NORTH AMERICA TAX UPDATE 12-C TAX UPDATE NOTES - RELEASE 9 PeopleSoft Payroll for North America Tax Update 12-C includes updates to U.S. and Canadian tax tables and garnishment tables, COBOL program and store statement changes, object changes and re-delivered 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 and store statement 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, the tax update package also includes the following documentation files: UPD872522_INSTALL.htm “PeopleSoft Application Update Installation Instructions” UPD872522_CODECHANGES.rtf PS Print Project Report for Release 9 You must follow the instructions in the UPDxxxxxx_INSTALL.htm document to apply the object changes listed in the appendix of this document before applying the COBOL and store statement changes, running the DataMover scripts, or using the SQRs delivered in this tax update. Before applying Tax Update 12-C, you must apply all previous tax updates. To install an application update for applications using PeopleTools 8.44 and beyond, use the Change Assistant with the template provided. Unless otherwise indicated by a specific posting date, Report IDs referenced in these tax update notes have not been posted to My Oracle Support.
Transcript
P E O P L E S O F T P R O P R I E T A R Y A N D C O N F I D E N T I A L TAX12C900- N O T E S . D O C - 1
PEOPLESOFT PAYROLL FOR NORTH AMERICA TAX UPDATE 12-C TAX UPDATE NOTES - RELEASE 9
PeopleSoft Payroll for North America Tax Update 12-C includes updates to U.S. and Canadian tax tables and garnishment tables, COBOL program and store statement changes, object changes and re-delivered 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 and store statement 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, the tax update package also includes the following documentation files: UPD872522_INSTALL.htm “PeopleSoft Application Update Installation Instructions” UPD872522_CODECHANGES.rtf PS Print Project Report for Release 9
You must follow the instructions in the UPDxxxxxx_INSTALL.htm document to apply the object changes listed in the appendix of this document before applying the COBOL and store statement changes, running the DataMover scripts, or using the SQRs delivered in this tax update. Before applying Tax Update 12-C, you must apply all previous tax updates. To install an application update for applications using PeopleTools 8.44 and beyond, use the Change Assistant with the template provided. Unless otherwise indicated by a specific posting date, Report IDs referenced in these tax update notes have not been posted to My Oracle Support.
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This software and related documentation are provided under a license agreement containing restrictions on use and disclosure and are protected by intellectual property laws. Except as expressly permitted in your license agreement or allowed by law, you may not use, copy, reproduce, translate, broadcast, modify, license, transmit, distribute, exhibit, perform, publish, or display any part, in any form, or by any means. Reverse engineering, disassembly, or decompilation of this software, unless required by law for interoperability, is prohibited. The information contained herein is subject to change without notice and is not warranted to be error-free. If you find any errors, please report them to us in writing. If this is software or related documentation that is delivered to the U.S. Government or anyone licensing it on behalf of the U.S. Government, the following notice is applicable: U.S. GOVERNMENT RIGHTS Programs, software, databases, and related documentation and technical data delivered to U.S. Government customers are "commercial computer software" or "commercial technical data" pursuant to the applicable Federal Acquisition Regulation and agency-specific supplemental regulations. As such, the use, duplication, disclosure, modification, and adaptation shall be subject to the restrictions and license terms set forth in the applicable Government contract, and, to the extent applicable by the terms of the Government contract, the additional rights set forth in FAR 52.227-19, Commercial Computer Software License (December 2007). Oracle America, Inc., 500 Oracle Parkway, Redwood City, CA 94065. This software or hardware is developed for general use in a variety of information management applications. It is not developed or intended for use in any inherently dangerous applications, including applications that may create a risk of personal injury. If you use this software or hardware in dangerous applications, then you shall be responsible to take all appropriate fail-safe, backup, redundancy, and other measures to ensure its safe use. Oracle Corporation and its affiliates disclaim any liability for any damages caused by use of this software or hardware in dangerous applications. Oracle and Java are registered trademarks of Oracle and/or its affiliates. Other names may be trademarks of their respective owners. Intel and Intel Xeon are trademarks or registered trademarks of Intel Corporation. All SPARC trademarks are used under license and are trademarks or registered trademarks of SPARC International, Inc. AMD, Opteron, the AMD logo, and the AMD Opteron logo are trademarks or registered trademarks of Advanced Micro Devices. UNIX is a registered trademark of The Open Group. This software or hardware and documentation may provide access to or information on content, products, and services from third parties. Oracle Corporation and its affiliates are not responsible for and expressly disclaim all warranties of any kind with respect to third-party content, products, and services. Oracle Corporation and its affiliates will not be responsible for any loss, costs, or damages incurred due to your access to or use of third-party content, products, or services.
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Updating Your Tables Tax Update 12-C includes the following files for updating the tables in your PeopleSoft system. File Contents upd872522_01.dat upd872522_01.dms
U.S. tax table updates
upd872522_02.dat upd872522_02.dms
Garnishment table updates
upd872522_03.dms
Database stamp (There is no .dat file associated with this .dms file.)
upd872522_04.dat upd872522_04.dms
Canadian tax table updates
upd872522_msg.dat upd872522_msg_i.dms
Message catalog
Both U.S. and Canadian customers should apply the garnishment, database stamp, and message catalog updates. The DataMover script (.dms) files identify the input data file (.dat) as well as the output log message file. The directory where DataMover looks for the input data file and the log file is specified in your Configuration Manager.
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Special Notes – U.S. 2012 Year End Reporting
Ordering W-2 Forms for Tax Year 2012
In preparing to order W-2 forms for tax year 2012, 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. With the requirement imposed beginning in tax year 2009 to print the amount deducted for New Jersey Family Leave Insurance (in addition to the amounts deducted for disability insurance and the various components of the New Jersey unemployment insurance program), the problem of data overflow for New Jersey W-2 reporting affected even more employees. 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.
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Special Notes – U.S. Maryland Withholding Tax Changes Information concerning recently enacted 2012 withholding tax changes for Maryland was received too late to be included in Tax Update 12-C. A script to update tax tables with the 2012 Maryland withholding tax changes will be provided in a separate individual posting to My Oracle Support under Report ID 14170826.
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New York Wage Theft Prevention Act Tax Update 12-C delivers new functionality to comply with wage statement requirements imposed by the New York Wage Theft Prevention Act. Deposit Advice program DDP003.SQR and Paycheck Print program PAY003.SQR are modified to display the derived New York overtime rate on the pay stub for New York employees who are paid overtime earnings when Rate Used = either FLSA Rt or ALT OT. The derived New York overtime rate is obtained by dividing the overtime earnings paid by the number of overtime hours paid. The New York Wage Theft Prevention Act requires the wage statement to display an employee’s overtime pay rate as the result of this calculation, even if this calculation does not represent how the overtime earnings were actually calculated, which can occur when the Rate Used for the overtime earnings calculation is either FLSA Rt or ALT OT. The program modifications provide for displaying this additional information both on printed wage statements and in the self-service views of deposits advices and paychecks for New York employees.
To display the derived New York overtime rate on the pay stub as shown in the above example, you must produce checks and deposit advices with the BI Publisher functionality (formerly called XMLP), using the Create PDF Paycheck/Create PDF Advice processes. The following selections must be made in the Report Definitions section on the Paycheck Options Table page, as shown in the illustration below. Printing Check Report ID = PRTOFCHK and Advice Report ID = PRTOFADV Viewing Check Report ID = SSPOFCHK and Advice Report ID = SSPOFADV Overflow Statements Selected
An example of the new functionality is illustrated on the following two pages.
O/T Earnings 698.86 divided by O/T Hours 15.00 = NY WTPA O/T derived rate $46.59
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Example: Salaried employee KU450 is paid bi-weekly; overtime is paid using the FLSA rate.
Week 1
Week 2
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Hours and Earnings section of Wage Statement BEFORE Tax Update 12-C:
Hours and Earnings section of Wage Statement AFTER Tax Update 12-C:
(Report ID 13357054)
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Tennessee Quarterly Wage Reporting Tax Update 12-C delivers an updated version of TAX810TN.SQR for creating the file to electronically report quarterly state unemployment wage data to Tennessee. Because Tennessee no longer accepts file submissions on tape or diskette, the specific run control page for Tennessee quarterly wage reporting is removed. The Tennessee quarterly wage reporting program will now be executed from the “Others” tab on the run control page as shown below. Tennessee Run Control page BEFORE Tax Update 12-C changes:
Tax Update 12-C removes the Tennessee run control page. The Tennessee quarterly wage reporting program (TAX810TN.SQR) will now be executed from the “Others” tab on the run control page:
(Report ID 13724673)
The separate run control page for Tennessee is removed.
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U.S. Changes
Federal / State Tax Table State Effective
Date of Table Entry
Table Update Description
FL 01/01/2012 The table entry effective-dated 01/01/2012 originally delivered in Tax Update 11-F is updated to reduce the unemployment insurance taxable wage base for 2012 from $8,500 to $8,000, to comply with Florida legislation (H.B. 7027) enacted on March 28, 2012. http://dor.myflorida.com/dor/taxes/unemploy_comp_law.html (Report ID 13899084)
ID 01/02/2012 A new table entry effective-dated 01/02/2012 includes Idaho withholding tax changes published on April 16, 2012, by the Idaho State Tax Commission, resulting from legislation enacted on April 5, 2012. The tax changes are retroactive to January 1, 2012. For audit history purposes, the new table entry is dated 01/02/2012, to preserve the values in the existing table entry dated 01/01/2012, which have already been used in the calculation of 2012 payrolls. The previous top tax rate of 7.8 percent to income tax rate is eliminated, the flat withholding rate for supplemental wages is reduced from 7.8 to 7.4 percent, and the annual Allowance Amount is increased from $3,700 to $3,800. http://tax.idaho.gov/pubs/EPB00006_04-20-2012.pdf (Report ID 13972625 for all changes other than the increase in the Allowance Amount; Posted to My Oracle Support as Report ID 13976380 on 19 April 2012) (Report ID 14033015 for the increase in the annual Allowance Amount, which was published at a later date by the Idaho State Tax Commission)
IL 01/02/2012 A new table entry effective-dated 01/02/2012 includes an increase in the annual Allowance Amount from $2,000 to $2,050 for the calculation of Illinois withholding tax in 2012, as published by the Illinois Department of Revenue in Booklet IL-700-T. For audit history purposes, the new table entry is dated 01/02/2012, to preserve the Allowance Amount value of $2,000 in the existing table entry dated 01/01/2012, which has already been used in the calculation of 2012 payrolls. http://tax.illinois.gov/TaxForms/Withholding/IL-700-T.pdf (Report ID 13931827)
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State Effective Date of Table Entry
Table Update Description
MA
01/01/2012 The table entry effective-dated 01/01/2012 originally delivered in Tax Update 11-F is updated to increase the Massachusetts Unemployment Health Insurance employer tax rate for 2012 from 0.36 % to 0.48 %, as announced in a letter to employers published on the website of the Massachusetts Department of Labor and Workforce Development. http://www.mass.gov/lwd/unemployment-insur/ui-online-dua-quest/ http://www.mass.gov/lwd/unemployment-insur/ui-online-dua-quest/2012-rate-notice-letter.pdf (Report ID 13926812)
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State Tax Reciprocity Table State of Residence
State of Employment
Action
IN (blank)
A new table entry effective-dated 05/01/2012 is added to change the default reciprocity rule for Indiana residents working in other states from State Rule 1: “Withhold both work state tax and residence state tax on work state wages.” to State Rule 2:
“Calculate residence state and work state withholding separately on work state wages. Withhold 100% of calculated work state withholding. Withhold calculated residence state tax on work state wages to the extent that calculated residence state withholding exceeds calculated work state withholding.”
to comply with new instructions published by the Indiana Department of Revenue in Indiana Information Bulletin IT28 dated 05/01/2012. http://www.ai.org/dor/reference/files/ib28.pdf (Report ID 14049854)
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Local Tax Table
State Locality Locality Name OLD Rate/Amt NEW Rate/Amt Effective Date
IL 14000 Chicago Employers’ Expense Tax (Report ID 14115844)
Amount per Quarter = $12.00 ($4.00 per month)
Amount per Quarter = $6.00 ($2.00 per month)
07/01/2012
KY 33004 Greenup (Report ID 14097664 )
New entry 0.010000 / Resident 0.010000 / Nonresident Withhold on Work Locality Only = Yes
04/01/2012
OH 02736 Athens (Report ID 13946207)
0.017500 / Resident 0.017500 / Nonresident
0.016500 / Resident 0.016500 / Nonresident
01/01/2012
28616 Fredericksburg (Report ID 13899489)
New entry 0.010000 / Resident 0.010000 / Nonresident
01/01/2012
42476 Leesburg (Report ID 13946207)
0.005000 / Resident 0.005000 / Nonresident
0.010000 / Resident 0.010000 / Nonresident
01/01/2006
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Local Tax Table – Pennsylvania Local Earned Income Tax Tax Update 12-C 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 01/01/2012. These Pennsylvania Local Earned Income Tax rate changes downloaded from the “Real-time Register” on Pennsylvania website are documented separately in these files delivered with this tax update: PA32EIT12C.doc Word document PA32EIT12C.xls Excel spreadsheet http://munstatspa.dced.state.pa.us/registers.aspx (Report ID 14148277)
Local Tax Reciprocity Table
Locality of Residence
Locality of Employment
Effective Date
Credit Reduction Percent
Credit Limit Rate
Reciprocity Rule:
OH 27048 Findlay
OH $DFLT
01/01/2009 Action: Add new table entry.
n/a n/a Withhold both work locality tax and residence locality tax on work locality wages. (Report ID 13946207)
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Garnishment Rules Table (U.S.)
State Rule ID Effective Date
Action
RI LEVY
01/01/1993 A new table entry effective-dated 01/01/1993 is added to be used for Rhode Island state tax levies, to comply with Rhode Island Statutes Title 44 (Taxation), Chapter 44-53 (Levy and Distraint), Section 44-53-8, which specifies that the amount of wages exempt from levy is $75 per week plus $25 per qualified dependent. http://www.rilin.state.ri.us/Statutes/TITLE44/44-53/44-53-8.HTM (Report ID 13946991)
WA GENERAL 06/07/2012 A new table entry effective-dated 06/07/2012 is added to comply with legislation enacted by the State of Washington (HB 1552 2011-12) which increases the portion of an employee’s which are exempt from garnishment from 30 x the federal minimum hourly wage to 35 x the federal minimum hourly wage. http://apps.leg.wa.gov/billinfo/summary.aspx?bill=1552 (Report ID 13946797)
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Canadian Changes
Canadian Tax Table Changes Page Province Field Old
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Tax Update 12-C - COBOL and Store Statement Changes for Release 9 All payroll users must apply all COBOL and store statement changes included in Tax Update 12-C.
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 Changes are made to COBOL programs:
PSPCPCAL.CBL PSPDEDLD.CBL PSPPYCAL.CBL PSPPYGRN.CBL PSPPYGRS.CBL PSPPYNET.CBL PSPUSTAX.CBL Changes are made to copy members: (none) Changes are made to store statement: PSPUSTAX.DMS
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Report IDs COBOL and Store Statement changes for the following Report IDs are included in this tax update. Unless otherwise indicated by a specific posting date, Report IDs 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 Report ID
Description
12669773 Report ID 12669773 modifies PSPPYNET.CBL to correctly calculate resident state withholding tax on a manual check for an employee in the following scenario:
1. The employee lives in New Jersey and works in New York (State Tax Reciprocity Table = State Rule 2); and
2. The employee’s wages are subject to the employer-paid New York MTA Payroll Tax; and 3. The employee has prior existing tax balances for New Jersey withholding tax; and 4. A manual check is entered and processed for the employee which does not include one-time tax
overrides for New Jersey withholding tax.
Prior to the modifications, the following error was generated when Pay Calculation was processed for an employee when all of the above conditions were present:
“000051: The calculated values for total gross and net pay displayed below do not match the vales entered with the manual check”.
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Report ID
Description
12810108 Report ID 12810108 modifies PSPUSTAX.CBL and PSPUSTAX.DMS to correctly calculate state withholding tax for states whose withholding tax calculation methods include a credit for an employee’s federal income tax withheld (Alabama, Iowa, Missouri, and Oregon) when the Supplemental Tax Method for Separate Payments for such a state is changed by the customer from its delivered value to “Aggregate”. These are the values in the delivered product for the Supplemental Tax Method for Separate Payments field: Alabama, Iowa, Oregon: Percent of Taxable Gross Missouri: Aggregate-No Tax else Percent Prior to the modifications, if a customer changed the delivered Tax Method for Separate Payments values shown above to “Aggregate” for any of the listed states, the state withholding tax was over-withheld for employees paid supplemental wages on separate checks. This resulted from a failure to include all of the paychecks in the Pay Run when calculating the federal withholding tax credit amount to be applied. With the modifications, the programs correctly include the federal tax withheld on all paychecks since the last regular payroll when determining the credit for federal tax withheld to be allowed in the calculation of the state tax to be withheld on the separate supplemental wage payment. Note: The problem only occurred if the customer changed the delivered Tax Method for Separate Payments values shown above. All state withholding tax calculations remained correct if the delivered Tax Method for Separate Payments values shown above were left unchanged.
13447444 Report ID 13447444 modifies PSPPYNET.CBL to correctly update the Supplemental Special Accumulator (the Accumulator Code with Special Accumulator Effect = Adds TXGRS to Special Balance) when the Earnings Table entry for an Earnings Code is defined with these designations:
On the Earnings Table/Taxes page: Tax Method = Supplemental or Special Supplemental On the Earnings Table/Taxes page: Subject to FWT = Yes Withhold FWT = No (The earnings is included in federal taxable gross wages but is not subject to federal tax withholding.) On the Earnings Table/Special Process page: Special Accumulator Effect = Adds TXGRS to Special Balance
Prior to the modifications, when an employee was paid the Supplemental Earnings on two different paylines, the Supplemental Special Accumulator was understated and reflected only one of the two earnings amounts. For example, if $1,500 was entered on Payline 1 and $2,000 was entered on Payline 2, the Special Accumulator incorrectly reflected only $2,000 instead of the correct amount of $3,500.
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Report ID
Description
13497690 Report ID 13497690 modifies PSPDEDLD.CBL to successfully process retroactive benefit refunds when an employee changes Benefit Program participation. Prior to the modifications, Pay Calculation abended with the following error when an employee changed Benefit Program participation (e.g., the employee was changed from Benefit Program “A” to Benefit Program “B”’) and retroactive refunds were processed for the original benefit program (Benefit Program “A”): “Coverage Formula ID Does Not Exist”
13526499 Report ID 13526499 modifies PSPPYNET.CBL to correctly calculate Ohio school district taxes for an employee with the following Local Tax Data setup who is paid both annualized and supplemental tax method type earnings on the same payline:
1. Resident local tax data for OH locality “A” which uses a Local Tax Reciprocity Rule other than Rule 2 (e.g., an Ohio school district which uses Local Tax Reciprocity Rule 1); and
2. Resident local tax data for OH locality “B” which uses Local Tax Reciprocity Rule 2 (e.g., an Ohio municipality); and
3. Work local tax data for OH locality “C” which uses Local Tax Reciprocity Rule 2 (e.g., an Ohio municipality other than OH locality “B”).
Prior to the modifications, tax was under-withheld for OH locality “A” in the above scenario.
13693390 Report ID 13693390 modifies PSPCPCAL.CBL, PSPPYCAL.CBL, PSPPYGRN.CBL, PSPPYGRS.CBL, and PSPPYNET.CBL to increase the defined area for TAXWK-SAVE from 1050 characters to 1200 characters in order to successfully process gross-up pay calculations for employees with three or more localities identified as “Resident” in Local Tax Data. An example of this situation occurs when a Pittsburgh, Pennsylvania resident also works in Pittsburgh, and the employee’s wages are subject to the Pittsburgh Local Earned Income Tax, Pittsburgh Local Services Tax, and the employer-paid Pittsburgh Payroll Expense Tax. Prior to the modifications, the following error was generated when Pay Calculation was processed for an employee with three or more resident localities in a gross-up calculation: “000109 The Local Tax Table for the locality displayed below cannot be found”.
13804484 Report ID 13804484 modifies PSPUSTAX.CBL to correctly calculate and round Pennsylvania Local Earned Income Tax (EIT) withholding tax amounts. Prior to the modifications, in certain situations, the rounding steps performed in the de-annualization process resulted in the tax being overwithheld by $0.01. For example, on taxable gross wages of $661.49 with a tax rate of 1.0%, an incorrect tax amount of $6.62 was calculated instead of the correct tax amount of $6.61.
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Report ID
Description
13811454 Report ID 13811454 modifies PSPPYNET.CBL to successfully process Pay Calculation when manual checks are processed for employees subject to Pennsylvania Local Earned Income Tax (EIT) in these scenarios:
Scenario 1. The employee lives in Pennsylvania Local EIT locality “A” and works in Pennsylvania Local EIT locality “B”. A manual check is processed in which the Total Gross and the Total Net are the same dollar amount, and no one-time tax entries are entered.
Scenario 2. The employee lives in Pennsylvania Local EIT locality “A” and works in two different Pennsylvania Local EIT localities “B” and “C”. A manual check is processed in which a one-time tax refund is entered for locality “C”.
Scenario 3. The employee lives in Pennsylvania Local EIT locality “A” and works in Pennsylvania Local EIT locality “B”. A manual check is processed which includes entries for both a negative total gross amount and a one-time tax override.
Prior to the modifications, Pay Calculation erroneously generated the following cross foot error message in all of the above scenarios:
“000051: The calculated values for total gross and net pay displayed do not match the values entered with the manual check”
13816633 Report ID 13816633 modifies PSPPYNET.CBL to correctly calculate Pennsylvania Local Earned Income Tax when:
1. The employee is paid an uneven dollar amount (e.g., $8,630.77 instead of $8,630.76 or $8,630.78); and
2. Negative hours are entered on the Paysheet to back-out 100% of the employee’s pay period salary from the employee’s regular Pennsylvania Local EIT work locality; and
3. All of the employee’s hours are redistributed to one or more other Pennsylvania Local EIT work localities.
Prior to the modifications, in some scenarios, rounding steps in the tax calculation process resulted in an extraneous residual Pennsylvania Local EIT taxable gross amount of only $0.01 (positive or negative) for employees with multiple Pennsylvania Local Earned Income Tax localities requiring earnings redistribution as described above.
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U.S. SQRs delivered with Tax Update 12-C for Release 9 Descriptions of SQR modifications are followed by the Report ID. Unless otherwise indicated by a specific posting date, Report IDs 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
TAX504.SQR TAX504.SQR updates the Year End Reporting Information (the Retirement Plan and Third Party Sick Pay indicators) on employee Federal Tax Data records which are used for marking the checkboxes for these items in Form W-2 box 13. The Retirement Plan indicator (stored in the field PENSION_PLAN) and the Third Party Sick Pay indicator are hidden from view on the employee’s Federal Tax Data record. The contents of these fields can be viewed on the Year End Data and Year End Combined pages after year-end data has been loaded by running TAX910LD.SQR. The program is modified to explicitly define DATE variables for the date fields on the FED_TAX_DATA record to allow for NULL values. Prior to the modifications, the program inserted a default date of “01/01/1900” instead of NULL values into the date fields when processing in an SQL Server environment. For example, if an employee’s Federal Tax Data page had blanks (NULL) for the Form W-9 Effective Date, once TAX504.SQR was processed the date was incorrectly updated from blanks to “01/01/1900”. Once the modified version of the program is applied, any date fields with blank or NULL values will correctly remain as blanks. (Report ID 13603724)
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Quarterly Reporting SQRs SQR Description
TAX004.SQR
TAX004.SQR creates the electronic file for submitting the Multiple Worksite Report (MWR) to the Bureau of Labor Statistics (BLS). The program is redelivered with the following modifications: The program is updated to remove obsolete references to “TAX002xx” (where “xx” is a 2 character state code). The TAX002xx.SQR series of programs were previously delivered to produce paper reporting versions of state quarterly UI wage reports. The TAX002xx.SQR programs are no longer supported, because states now require or prefer employers to submit quarterly UI wage reports using electronic or magnetic media, which is supported by the TAX810xx.SQR and TAX860xx.SQR series of programs. For this reason, outdated references to “TAX002xx” in the TAX004.SQR program are replaced by references to TAX008, which is the Quarterly State Tax Summary program. To obtain the dollar amounts reported on the MWR file, TAX004.SQR must evaluate employee paycheck detail data (which does not reflect online balance adjustment activity) in order to determine the worksite information. The program is designed to generate a warning message if the dollar amount total obtained from employee paycheck detail data does not match the QTD dollar amount total obtained from tax balance records (which do reflect online adjustment activity). The total of the QTD dollar amounts from tax balance records is reported by the TAX008.SQR, TAX810xx.SQR, and TAX860xx.SQR programs, and was previously reported by the TAX002xx.SQR series of programs. The text of the warning message is updated to reference TAX008.SQR rather than the no-longer supported state specific TAX002xx program. Example: Prior to the modifications, if an unreconciled difference of $55.00 was detected between the dollar amount total from employee paycheck detail data and the QTD dollar amount total from tax balance records for Arizona, the following message was generated : NOTE: An unreconciled difference of $55.00 between this report and TAX002AZ With the modifications in the redelivered program, this information will be generated instead: NOTE: An unreconciled difference of $55.00 between this report and TAX008. (Report ID 13813273) The program is also modified to comply with current BLS file format specifications for the MWR file:
1. Position 3 of the MWR file is now correctly populated with the value “2”. Prior to the modifications, position 3 of the file was incorrectly populated with the value “1”.
2. A blank tax location state value is now processed as a blank value. Prior to the modifications, a blank tax location state value was incorrectly processed as a null value, which resulted in insert errors.
(Report ID 14053688)
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SQR Description
TAX810TN.SQR
TAX810TN.SQR reports quarterly wage and tax data to Tennessee in the ICESA file format. The program is modified to remove all references to diskette and tape reporting from the .log file and reports, because Tennessee will now accept only electronic filing. The separate run control page for Tennessee quarterly wage reporting is also removed. For details on this change, see the entry on Tennessee Quarterly Wage Reporting in the earlier Special Notes section of this document. The program is also modified to correctly populate positions 50-63 of the “S” record with zeros instead of with blanks, in compliance with the Tennessee file format specifications. http://www.tn.gov/labor-wfd/Employers/icesa_format.htm (Report ID 13724673)
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Other U.S. SQRs
SQR Description
DDP003.SQR PAY003.SQR
DDP003.SQR is the Deposit Advice program. PAY003.SQR is the Paycheck Print program. The programs are redelivered with the following modifications: The programs are modified to comply with the wage statement requirements of the New York Wage Theft Prevention Act by displaying the derived New York overtime rate on the pay stub for New York employees who are paid overtime earnings when the paycheck or deposit advice is produced using the Create PDF Paycheck/Create PDF Advice processes with the Overflow PDF templates. Prior to the modifications, the derived New York overtime rate information was not displayed on the pay stub. See the “New York Wage Theft Prevention Act” entry in the earlier Special Notes section of this document for illustrations of the new information added to the pay stub. (Report ID 13357054) The programs are also modified to print the Short Description value (10 character maximum) defined on the Earnings Table whenever prior period earnings data is included on the pay stub for a paycheck or deposit advice. The Earnings Table includes two description fields: Description (30 characters) Short Description (10 characters) Prior to the modifications, in some cases, the prior period begin and end date information was obscured because the longer 30 character value from the Description field used by the program printed over these dates. (This problem did not occur when paychecks or deposit advices were produced using the Create PDF Paycheck/Create PDF Advice processes.) (Report ID 13624051) The programs are also modified to initialize the last Earnings Begin and End date variables after processing each employee. Prior to the modifications, in some situations, because these variables were not re-initialized, the incorrect prior period adjustment amounts were printed on the paychecks or deposit advices. (Report ID 13986813)
FGPY003.SQR USF
FGPY003.SQR creates the Treasury Interface Report. The VENMIS (vendor/miscellaneous electronic file transmission) is modified to correctly derive the check date based on the PS_PAY_CALENDAR record instead of on PS_PAY_CHECK. Prior to the modifications, an incorrect date was reported on the VENMIS file for the TXP addendum date in some scenarios. (Report ID 13521338)
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Canadian SQRs delivered with Tax Update 12-C for Release 9 Descriptions of SQR modifications are followed by the Report ID. Unless otherwise indicated by a specific posting date, Report IDs referenced in these tax update notes have not been posted to Updates & Fixes on My Oracle Support.
Canadian SQRs SQR Description
TAX003CN.SQR TAX003CN.SQR produces a tax submission summary report. The program is modified to exclude earnings that are not Subject to T4A and True T4 but Subject to CIT from reporting. Prior to the modifications, the program used CIT taxable gross for reporting gross payroll totals, if the earnings are not Subject to T4A and True T4 but are Subject to CIT. (Report ID 13887664)
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Previous Updates Tax Update 12-B U.S. – 2012 Puerto Rico withholding tax changes; U.S. Virgin Islands 2012
unemployment insurance taxable wage base; Local Tax Table changes for Kentucky, Ohio, Pennsylvania; Taxable Gross Definition Table changes for New York, Washington; Garnishment Rules Table changes for Arizona, Massachusetts, Oregon; redelivered SQR programs.
Canada – Redelivery of year-end SQR programs.
Tax Update 12-A U.S. – 2012 state withholding tax changes for Delaware, Hawaii, Idaho,
Missouri, New York, North Dakota, Oklahoma, Oregon, Rhode Island, Vermont, Yonkers; 2012 state disability and/or unemployment employee tax rate changes for Hawaii, Idaho, Michigan, North Carolina; Local Tax Table changes for Indiana, Kentucky, Maryland, Ohio, Oregon, Pennsylvania; Garnishment Rules Table change for Kentucky; redelivered SQR programs.
Canada – Provincial tax changes for Quebec; redelivery of year-end SQR programs.
Tax Update 11-F U.S. – U.S. Federal 2012 withholding tax changes and Social Security taxable
wage base increase; 2012 state withholding tax changes for California, Connecticut, District of Columbia, Kentucky, Maine, Minnesota, New Mexico; 2012 state unemployment insurance taxable wage base changes for Alaska, Colorado, Florida, Hawaii, Illinois, Iowa, Kentucky, Minnesota, Montana, Nevada, New Hampshire, New Jersey, New Mexico, North Carolina, Oklahoma, Oregon, Rhode Island, South Carolina, South Dakota, Utah, Vermont, Washington, Wyoming; 2012 state disability and/or unemployment employee tax rate changes for Alaska, California, New Jersey, Rhode Island; state minimum hourly wage rate changes for Arizona, Colorado, Florida, Montana; Ohio; Oregon, Vermont, Washington; Taxable Gross Definition Table updates for Delaware, Hawaii, Wisconsin; SWT Marital Status Table update for Puerto Rico; Local Tax Table changes for Alabama, Indiana, Kentucky, Michigan, Ohio, Pennsylvania; new functionality to support Pennsylvania Act 32; redelivered SQR programs.
Canada – 2012 CPP, QPP, EI, QPIP and federal tax rate changes; provincial tax changes for Alberta, BC, New Brunswick, Newfoundland, Nova Scotia, Northwest Territories, Nunavut, Ontario, Prince Edward Island, Quebec, Saskatchewan and Yukon Territory; redelivery of year-end SQR programs.
Tax Update 11-E U.S. – Puerto Rico withholding tax calculation changes; Local Tax Table
changes for Alabama, Kentucky, Ohio, Pennsylvania; Taxable Gross Definition Table update for New York MTA Payroll Tax; redelivered SQR programs.
Canada – Redelivery of SQR programs.
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Appendix: Object Changes delivered in Tax Update 12-C
Application Engine Programs: Program Description 881 890 900 910 PYYE_RESCAN Report ID 13453367
Added new section PYZAPCTL and modified AE section PYINITA.
PYYE_RESUSA Report ID 13453367 Added new section PYZAPCTL and modified AE section PYINITA.
Components:
Name Description 881 890 900 910 PY_RESET_CONS_CAN Report ID 13453367
Modified Component Record (PY_RC_RES_CAN) PeopleCode.
PY_RESET_CONS_USA Report ID 13453367 Modified Component Record (PY_RC_RES_USA) PeopleCode.
Fields:
Field Description 881 890 900 910 TX810_4_BTN1 Report ID 13724673
Removed 'TN' from label Long and Short names.
Message Catalog:
Message Set Number
Message Number
Description 881 890 900 910
2001 526 Report ID 14063808 Modified message.
2001 747 Report ID 14038611 Added new message.
2001 748 Report ID 14038611 Added new message.
2001 819 Report ID 14038611 Added new message.
2001 820 Report ID 14038611 Added new message.
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Pages:
Name Description 881 890 900 910 PY_IC_PI_DATA Report ID 13636824
Modified PageActivate PeopleCode.
PY_IC_W4_DATA Report ID 14063808 Modified page field order and PageActivate PeopleCode.
PY_SS_CONSENT_CAN Report ID 14038611 Modified page title field.
PY_SS_CONSENT_USA Report ID 14038611 Modified page title field.
PY_SS_YE_FORM_CAN Report ID 14038611 Modified page title field.
PY_SS_YE_FORM_USA Report ID 14038611 Modified page title field.
PY_SSP_VIEW_DATA 1. Report ID 13624932 Increased width of HIDE_FIELDS group box.
2. Report ID 13636824 Modified PageActivate PeopleCode.
RUNCTL_TAX810SD Report ID 13724673 Modified PageActivate PeopleCode.
Records:
Name Field Description Create/ Alter
881 890 900 910
DERIVED_PAY TX810_4_BTN1 Report ID 13724673 Modified FieldChange PeopleCode.
PSHUP_TXN Report ID 13837901 Modified Record Field Properties.
PAY_OL_CAN_SRCH PAY_END_DT Report ID 13783831 Modified RowInit PeopleCode.
PAY_OL_US_SRCH PAY_END_DT Report ID 13783831 Modified RowInit PeopleCode.
PAY_PAGE PAGE_NUM Report ID 13783831 Modified SavePreChange PeopleCode.
RC_QTR_UI REPORTING_MEDIUM Report ID 13724673 Modified SaveEdit PeopleCode.
