1Internal: SAP Customers and SAP Partners© 2021 SAP SE or an SAP affiliate company. All rights reserved. ǀ
INTERNAL | SAP AND CUSTOMER USE ONLY
Mani Kak, Reinhard Andreaus
Guest Speaker – Ralf Wagner
October 07, 2021
SAP HCM U.S. Payroll & Tax ReportingYear End 2021 Update
Local Solutions. Global Success.
2Internal: SAP Customers and SAP Partners© 2021 SAP SE or an SAP affiliate company. All rights reserved. ǀ
INTERNAL | SAP AND CUSTOMER USE ONLY
Stay safe!
We are in together – an extraordinary 2021!Thank You!
3Internal: SAP Customers and SAP Partners© 2021 SAP SE or an SAP affiliate company. All rights reserved. ǀ
INTERNAL | SAP AND CUSTOMER USE ONLY
Presenters
Mani Kak (GS)
Product Manager
24 years with SAP -HCM - US
PM for 16 yearshttps://www.linkedin.com/in/mani-kak-69702b1
Reinhard Andreaus (GS)
Area Product Owner
22 years with SAP
HCM US - 12 years
Ralf Wagner (SFSF)
Solution Owner
16 years with SAP
HCM Sol. Mgmt. – 11 years
Q&A Gustavo Leuck (GS)
PO – TR, BN, GRN
11 years with SAP-HCM
Marcelo Rescigno (GS)
PO – Payroll
11 years with SAP-HCM
Cesar Daudt (GS)
PO – Payroll / BSI
10 years with SAP-HCM
HCM US Dev (GS) and
Product Support team
on Q&A behind scene
responding to questions
posted
Boris Cruz (GS)
Dev – Tax Reporter
9 years with SAP-HCM
(GS) -
4Internal: SAP Customers and SAP Partners© 2021 SAP SE or an SAP affiliate company. All rights reserved. ǀ
INTERNAL | SAP AND CUSTOMER USE ONLY
Agenda
U.S. Payroll and Tax Update– BSI
– Payroll
– Masterdata
– Benefits Management
U.S. Tax Reporter Update– Fiori Enhancement
– Quarterly Reporting
– Year End Phase I, II ++
– HRSP/CLCs for Year End
– Important SAP Links
Guest speaker – SAP S/4 HANA Cloud, private edition
(Payroll Solution for HCM U.S.)
Q & A
5Internal: SAP Customers and SAP Partners© 2021 SAP SE or an SAP affiliate company. All rights reserved. ǀ
INTERNAL | SAP AND CUSTOMER USE ONLY
Sumy Nair (GS)
Product Manager
12 years using SAP HCM – US
Focus : NPO ( Non –Profit Organization),
HCM US Localization Projects
(GS) -
New HCM US Team members
Attreyee Banerjee (GS)
Product Manager
14 years with SAP
8+ years HCM Cloud
Focus : Benefit Management (OP),
EC Payroll
Cesar Daudt (GS)
Product Owner (Dev)
10 years with SAP /HCM
Focus : Payroll taxes, BSI, 3PR, Public Sector
(PS), Concurrent Employment (CE)
6Internal: SAP Customers and SAP Partners© 2021 SAP SE or an SAP affiliate company. All rights reserved. ǀ
INTERNAL | SAP AND CUSTOMER USE ONLY
U.S. Payroll and Tax UpdatesFor Years 2021 and 2022
7Internal: SAP Customers and SAP Partners© 2021 SAP SE or an SAP affiliate company. All rights reserved. ǀ
INTERNAL | SAP AND CUSTOMER USE ONLY
BSI TaxFactoryTM 11
*… requires SAP first level support
SAP Support Portal
> Report an Incident
SAP Support Partner BSI
Support
On Premise Payroll PY-US-BSI XX-PART-BSI-TFY BSI TaxFactoryTM (on-premise) FAQ SAP Note 1852752
Employee Central Payroll
PY-US-BSI XX-PART-BSI-TFS * BSI TaxFactoryTM SaaS SAP Guided Answers
https://ga.support.sap.com
search for "BSI SaaS”PY-US-CL XX-PART-BSI-EFF * BSI TaxProfileFactoryTM
8Internal: SAP Customers and SAP Partners© 2021 SAP SE or an SAP affiliate company. All rights reserved. ǀ
INTERNAL | SAP AND CUSTOMER USE ONLY
• Current – TF11.0e.1 (mandatory)
• Planned – TF11.0f planned for end of October **.
• Current – TF 062 for TF 11.0e
• SAP Note 3048119 Tax Type 107 – Out of State Wage Continuity (Jul/21)
• SAP Note 3090748 Tax Types 108 and 109 (Oct/21)
• SAP Note 3103555 Tax Type 113 and 114 – Washington State Cares Fund (Nov/21 **)
• Maintain tax types mapped in your dataset to avoid issues with TaxLocatorTM in TF11
• SAP Note 2541110 PY-US: User guides →attachment Sync_Tax_Data_BSI.pdf
• FAQ SAP Note 2082725 BSI: Synchronize Payroll Tax Data - FAQ
BSI TaxFactoryTM 11
BSI TaxFactoryTM
Cyclic
BSI TaxFactoryTM
Regulatory Bulletins
Tax Types
Important Links
*… requires SAP first level support ** … Subject to change
SAP Support Portal > Report an Incident SAP Support Partner BSI Support
On Premise Payroll PY-US-BSI XX-PART-BSI-TFY BSI TaxFactoryTM (on-premise)
Employee Central PayrollPY-US-BSI XX-PART-BSI-TFS * BSI TaxFactoryTM SaaS
PY-US-CL XX-PART-BSI-EFF * BSI TaxProfileFactoryTM
9Internal: SAP Customers and SAP Partners© 2021 SAP SE or an SAP affiliate company. All rights reserved. ǀ
INTERNAL | SAP AND CUSTOMER USE ONLY
SAP Note 3057092 HR Renewal
SAP Note 3042301 PA30
HCM U.S. Improvement
Enable Old Layout Data in Infotype Employee W-4 (0210)
EA-HR 608 Oct 2021
EA-HR 605-7 Nov 2021
SAP_HR 600+
October 2021
PA30
HR Renewal
10Internal: SAP Customers and SAP Partners© 2021 SAP SE or an SAP affiliate company. All rights reserved. ǀ
INTERNAL | SAP AND CUSTOMER USE ONLY
EHP8 of
SAP ECC 6.0
EHP8 in
SAP S/4HANA 2021
Planned HCM U.S. Improvement
SAP Fiori My Employee Withholding Certificates
planned availability Q1/2022
Subject to Change
11Internal: SAP Customers and SAP Partners© 2021 SAP SE or an SAP affiliate company. All rights reserved. ǀ
INTERNAL | SAP AND CUSTOMER USE ONLY
My P
ers
on
al
Data
F3117
My F
am
ily
Mem
bers
F3115
My A
dd
ress
es
F3004
My B
an
kD
eta
ils F
3112
New SAP Fiori 2.0 App
My Employee
Withholding Certificates
Planned SAP Fiori Employee Self Service
My Employee Withholding Certificates
planned Q1/2022
My O
nlin
e S
ele
cti
on
sF
5629
for
Onlin
e W
-2
My F
orm
sF
49
38
for
On
line
W-2
Vie
w &
Prin
t
Subject to Change
Responsive UI for
Desktop, Tablet or Mobile Devices
12Internal: SAP Customers and SAP Partners© 2021 SAP SE or an SAP affiliate company. All rights reserved. ǀ
INTERNAL | SAP AND CUSTOMER USE ONLY
Planned HCM U.S. Improvement
SAP Fiori My Employee Withholding Certificates
planned availability Q1/2022
John Preview John Preview
Subject to Change
13Internal: SAP Customers and SAP Partners© 2021 SAP SE or an SAP affiliate company. All rights reserved. ǀ
INTERNAL | SAP AND CUSTOMER USE ONLY
My Employee
Withholding Certificates
Planned SAP Fiori Employee Self Service
My Employee Withholding Certificates
UIHR002 100 SP 16
December 2021*
GBX01HR5 605 SP 20
December 2021*
EA-HR 608 SP 99
November 2021* (Sync)
SAP_HR 608 99
November 2021* (Sync)
Subject to Change
14Internal: SAP Customers and SAP Partners© 2021 SAP SE or an SAP affiliate company. All rights reserved. ǀ
INTERNAL | SAP AND CUSTOMER USE ONLY
Prerequisite
SAP Note 2934482 (HR Core)
Example Content
SAP Note 3039204 (US)
Improvement
US Content for Wage Type Information Utility
availability since May/2021
SAP_HR 608
May 2021
IMG
Easy
Access
15Internal: SAP Customers and SAP Partners© 2021 SAP SE or an SAP affiliate company. All rights reserved. ǀ
INTERNAL | SAP AND CUSTOMER USE ONLY
Non-discretionary bonus - Master data enhancement▪ Bonus reference dates in Infotypes 0015 and 0267 (secondary infotypes)
▪ EC Spot Bonus updated accordingly
Non-discretionary bonus - Payroll enhancement▪ Payroll function RGRTE was enhanced to use bonus reference dates.
The parameter NDB was delivered for this purpose
▪ Log of payroll function RGRTE provides detailed calculation information
Planned Release
▪ As of EHP8 November/2020 Sync HRSP (SAP_HR and EA-HR 608-86)
▪ SAP Note Payroll - 2929225
▪ SAP Note Infotypes - 2923573
FLSA Overtime Valuation Enhancement – Nov/2020
Planned Released
16Internal: SAP Customers and SAP Partners© 2021 SAP SE or an SAP affiliate company. All rights reserved. ǀ
INTERNAL | SAP AND CUSTOMER USE ONLY
New processing class 85 option 6 and changes to non-
discretionary bonus overtime calculation
Rate calculation processing wage types not configured in
the views
Option to choose Adjustment Rate ID used in the NDB
calculation
FLSA Corrections
SAP Note 3059873
July 2021
SAP Note 3055390
June 2021
SAP Note 3061765 *
in piloting
*… Subject to change
17Internal: SAP Customers and SAP Partners© 2021 SAP SE or an SAP affiliate company. All rights reserved. ǀ
INTERNAL | SAP AND CUSTOMER USE ONLY
Employer State Contact fields reading
New BAdI for PDF file name
HRPAYUS_B_EIWO_FILE_CHECKER
Evaluator for jurisdiction field
Editable Jurisdiction field on detail screen
New IncomeWithholdingStartInstruction optional element in
XML file
e-IWO Corrections
SAP Note 3069836
September 2021
SAP Note 3074572
SAP Note 3069836
September 2021
SAP Note 3082989 *
in piloting
SAP Note 3036998April 2021 – Legal Change
*… Subject to change
18Internal: SAP Customers and SAP Partners© 2021 SAP SE or an SAP affiliate company. All rights reserved. ǀ
INTERNAL | SAP AND CUSTOMER USE ONLY
HCM U.S. Improvement
Additional Gender Value in Personal Data and Family Members Data
planned availability end of Q1/2022
EA-HR 607+ (HR Renewal)
EA-HR 605+ (ESS Web Dynpro ABAP SAP Fiori)
SAP_HR 600+ (PA30)
Subject to Change
PA30 HR Renewal ESS Web Dynpro ABAP
19Internal: SAP Customers and SAP Partners© 2021 SAP SE or an SAP affiliate company. All rights reserved. ǀ
INTERNAL | SAP AND CUSTOMER USE ONLY
SAP ERP HCM Benefits Management USA – 2021 Update
Released
▪ COVID19 US COBRA subsidy American rescue plan act of 2021 phase 1: SAP Note 3044426
▪ COVID19 US COBRA subsidy ARPA extended election phase 2: SAP Note 3052419
▪ COVID19 US COBRA subsidy ARPA notice of expiration of premium assistance 2021 Phase 3:
SAP Note 3057622
▪ Health savings account annual limits for year 2022: SAP Note 3079731
▪ COVID19 Taxation of dependent care flexible spending account benefits for year 2021:
SAP Note 3061470
20Internal: SAP Customers and SAP Partners© 2021 SAP SE or an SAP affiliate company. All rights reserved. ǀ
INTERNAL | SAP AND CUSTOMER USE ONLY
Planned
▪ COVID19 US COBRA subsidy ARPA employer tax credits and reporting 2021 Phase 4: Announcement *
▪ Benefits Annual Limits for year 2022 : TBD *
▪ SAP Affordable Care Act Reporting for year 2021: Announcement of Legal Change *
o How to find assistance for Affordable Care Act (ACA): SAP Knowledge Base Article (KBA) 2458635. For
more information, join the SAP Jam Collaboration Group: SAP ERP HCM Benefits Management USA
o Send email to [email protected] with the subject “SAP ACA” and brief message including your company
name, name and title, company email address (email domain must match the company name registered with SAP)
o Receive approval email and follow the instructions to accept invitation to join
Note: Once you have joined the SAP JAM Group: SAP ERP HCM Benefits Management USA, join the Subgroup or
Discussion Group ‘SAP ACA Reporting’ to begin collaborating.
SAP ERP HCM Benefits Management USA – 2021 Update
*… Subject to change
21Internal: SAP Customers and SAP Partners© 2021 SAP SE or an SAP affiliate company. All rights reserved. ǀ
INTERNAL | SAP AND CUSTOMER USE ONLY
U.S. Tax Reporter – Year End 2021
Enhancement, Quarterly Reporting, Phase I, Phase II and beyond plus more
22Internal: SAP Customers and SAP Partners© 2021 SAP SE or an SAP affiliate company. All rights reserved. ǀ
INTERNAL | SAP AND CUSTOMER USE ONLY
▪ My Online Selections for Online W-2 Selections
▪ My Forms for Online W-2 View & Print (Labs Preview)
▪ EHP8
Fiori Online W-2 Enhancements – Fiori Apps
Subject to ChangeSubject to Change
23Internal: SAP Customers and SAP Partners© 2021 SAP SE or an SAP affiliate company. All rights reserved. ǀ
INTERNAL | SAP AND CUSTOMER USE ONLY
Online W-2 Applications in SAP Fiori Launchpad
Desktop Mobile
HCM U.S. Enhancements for Fiori Online W-2 - available as of June, 14th 2021
24Internal: SAP Customers and SAP Partners© 2021 SAP SE or an SAP affiliate company. All rights reserved. ǀ
INTERNAL | SAP AND CUSTOMER USE ONLY
Online W-2 – SAP WebDynpro vs FioriDesktop/Mobile
25Internal: SAP Customers and SAP Partners© 2021 SAP SE or an SAP affiliate company. All rights reserved. ǀ
INTERNAL | SAP AND CUSTOMER USE ONLY
ESS (via WebDynpro)
My Online Selections Screen #1 – Making a W-2 selection
ESS (via Fiori Application)
Desktop Mobile
26Internal: SAP Customers and SAP Partners© 2021 SAP SE or an SAP affiliate company. All rights reserved. ǀ
INTERNAL | SAP AND CUSTOMER USE ONLY
ESS (via WebDynpro)
My Online Selections Screen #2 – Confirmation Screen
ESS (via Fiori Application)
Desktop Mobile
27Internal: SAP Customers and SAP Partners© 2021 SAP SE or an SAP affiliate company. All rights reserved. ǀ
INTERNAL | SAP AND CUSTOMER USE ONLY
ESS (via WebDynpro)
My Forms View Online W-2 - Screen #1 – List of available Online W-2 Forms
ESS (via Fiori Application)
Desktop Mobile
28Internal: SAP Customers and SAP Partners© 2021 SAP SE or an SAP affiliate company. All rights reserved. ǀ
INTERNAL | SAP AND CUSTOMER USE ONLY
ESS (via WebDynpro)
My Forms View Online W-2 - Screen #2
ESS (via Fiori Application)
Desktop Mobile
To Display
form
29Internal: SAP Customers and SAP Partners© 2021 SAP SE or an SAP affiliate company. All rights reserved. ǀ
INTERNAL | SAP AND CUSTOMER USE ONLY
EHP8 of
SAP ECC 6.0
EHP8 in
SAP S/4HANA 2021
HCM U.S. Enhancements for Fiori Online W-2
available on June, 14th 2021
30Internal: SAP Customers and SAP Partners© 2021 SAP SE or an SAP affiliate company. All rights reserved. ǀ
INTERNAL | SAP AND CUSTOMER USE ONLY
My P
ers
on
al
Data
F3117
My F
am
ily
Mem
bers
F3115
My A
dd
ress
es
F3004
My B
an
kD
eta
ils F
3112
New SAP Fiori 2.0 App
My Online Selections
F5629
for
Online W-2
SAP Fiori 2.0 App
My Forms
F4938
for
Online W-2 View & Print
New SAP Fiori Employee Self Services for U.S. Online W-2
available on June, 14th 2021
31Internal: SAP Customers and SAP Partners© 2021 SAP SE or an SAP affiliate company. All rights reserved. ǀ
INTERNAL | SAP AND CUSTOMER USE ONLY
SAP Note 3046401 – US
SAP Note 3030986 – Core
SAP Note 3038465 – Core
SAP Note 3053580 – Core
SAP Note 3046400 – US
SAP Note 3048028 – US
SAP Note 3048033 – US
SAP Note 3024910 – Core
SAP Note 3041505 – US
SAP Note 3048033 – US
SAP Note 3001697 – Core
My Online Selections
F5629 for
Online W-2
My Forms
F4938 for
Online W-2 View & Print
New Fiori Employee Self Services for U.S. Online W-2
SAP Notes for US and Core
UIHR002 100 SP 14
June 2021
GBX01HR5 605 SP 18
June 2021
EA-HR 608 SP 93
May 2021
SAP_HR 608 93
May 2021
Product issues for Fiori Online W-2 applications can be reported on application component PY-US-TR
32Internal: SAP Customers and SAP Partners© 2021 SAP SE or an SAP affiliate company. All rights reserved. ǀ
INTERNAL | SAP AND CUSTOMER USE ONLY
SAP Help Portal (My Online Selections)
help.sap.com >> My Online Selections (Fiori 2.0)
33Internal: SAP Customers and SAP Partners© 2021 SAP SE or an SAP affiliate company. All rights reserved. ǀ
INTERNAL | SAP AND CUSTOMER USE ONLY
SAP Help Portal (My Forms)
help.sap.com >> My Forms (Fiori 2.0)
34Internal: SAP Customers and SAP Partners© 2021 SAP SE or an SAP affiliate company. All rights reserved. ǀ
INTERNAL | SAP AND CUSTOMER USE ONLY
Three new videos are available
▪ Fiori 2.0 Applications for Online W-2 - What's new? – Video # 7
▪ My Online Selections Fiori 2.0 Application for Online W-2 - Video # 8
▪ My Forms Fiori 2.0 Application for Online W-2 - Video # 9
– SAP KBA 2480185
Videos for SAP Fiori My Online Selections and My Forms Apps
35Internal: SAP Customers and SAP Partners© 2021 SAP SE or an SAP affiliate company. All rights reserved. ǀ
INTERNAL | SAP AND CUSTOMER USE ONLY
State Unemployment Insurance (SUI) for Q3/2021
▪ SAP Note - 3096365
Form 941-X July Ver
▪ COVID19 related employment tax credits due to changes under the ARP Act (American Rescue Plan)
▪ New file (HR_F_941X_21)
▪ SAP Note - 3083881
Form 941-X PR July Ver
▪ COVID19 related employment tax credits due to changes under the ARP Act (American Rescue Plan)
▪ New file name (HR_F_941X_PR_21)
▪ SAP Note - 3097725
Tax Reporter – Quarterly Reporting
36Internal: SAP Customers and SAP Partners© 2021 SAP SE or an SAP affiliate company. All rights reserved. ǀ
INTERNAL | SAP AND CUSTOMER USE ONLY
Tax Reporter Year End 2021 Phase I, II and beyond
37Internal: SAP Customers and SAP Partners© 2021 SAP SE or an SAP affiliate company. All rights reserved. ǀ
INTERNAL | SAP AND CUSTOMER USE ONLY
Form W-2 – Authority copy, W-2 4/up, W-2 Self Sealer (Layout)
▪ No change on form layout
▪ Code and Configuration change -
– Connecticut Paid Leave Authority Program
– Eugene, OR Community Payroll Tax Services
▪ Forms Impacted -
– Authority Copy (HR_F_W2_07)
– W-2 4/up (HR_F_W2_MULT_11)
– W-2 Self Sealer (HR_F_W2_MULT_SS)
– Audit Report (HR_F_W2_AUDIT)
Form W-3▪ Minor changes - (HR_F_W3_15)
Year End Phase I SAP Note 3085142
Forms and Envelopes – SAP Note 3082151
Form W-2 /W-3 for Tax Year 2021
CT Paid Leave- Box 14 change
(CTPL) - (FAQ Link)
Eugene, OR - Locality Boxes
18,19, 20 (EUG) - (FAQ link)
38Internal: SAP Customers and SAP Partners© 2021 SAP SE or an SAP affiliate company. All rights reserved. ǀ
INTERNAL | SAP AND CUSTOMER USE ONLY
Form W-2c (No Form Change)
▪ Employee Copy (HR_F_W2C_15_EE )
▪ Employer Copy (HR_F_W2C_15_ER)
Form W-3c (No Form Change)
▪ No changes so far (HR_F_W3C_14)
Year End Phase I SAP Note 3085142
Form W-2c /W-3c for Tax Year 2021
CT Paid Leave- Box 14 change (CTPL)
Eugene, OR - Locality Boxes 18,19, 20 (EUG)
39Internal: SAP Customers and SAP Partners© 2021 SAP SE or an SAP affiliate company. All rights reserved. ǀ
INTERNAL | SAP AND CUSTOMER USE ONLY
Form W-2
▪ Data for employee copy (HR_F_W2_TP_TEMPS)
– CT Paid Leave
▫ Record ‘H’, Location 594 and 598
Form W-2c
▪ Data for employee copy (HR_F_W2_TP_TEMPC)
– CT Paid Leave
▫ Record ‘I’, Location 170 - 202
Year End Phase I SAP Note 3085142
Form W-2/W-2c Data file format for 3rd Party
paper printing for Tax Year 2021
CT Paid Leave- Box 14 change (CTPL)
Eugene, OR - Locality Boxes 18,19, 20 (EUG)
40Internal: SAP Customers and SAP Partners© 2021 SAP SE or an SAP affiliate company. All rights reserved. ǀ
INTERNAL | SAP AND CUSTOMER USE ONLY
EFW2
▪ No change on layout
▪ File name (HR_F_MMREF_1)
EFW2C
▪ No change on layout
▪ File name (HR_F_MMREF_2)
Year End Phase I SAP Note 3085142
File Formats for Tax Year 2021Due date – Jan 31, 2022 (Same as paper)
• In 2022* if you send 100 or more
W-2s to SSA, you have to file
them electronically
• In 2023* that limit is lowered to 10
Taxpayer First Act page
Penalities
Tentative Schedule
41Internal: SAP Customers and SAP Partners© 2021 SAP SE or an SAP affiliate company. All rights reserved. ǀ
INTERNAL | SAP AND CUSTOMER USE ONLY
Form 1099-R and its correction form - Authority copy and 4/up
▪ Minor text changes
▪ 1099-R 4/up copy (HR_F_1099R_EE_20)
▪ 1099-R Authority copy (HR_F_1099R_ER_20)
Form 1096
▪ Text change– Revision date
– Year
– Instructions section
▪ New form version (HR_F_1096_21)
Year End Phase I SAP Note 3085142
Forms and Envelopes – SAP Note 3082151
Form 1099-R for Tax Year 2021
Form 945
Draft
42Internal: SAP Customers and SAP Partners© 2021 SAP SE or an SAP affiliate company. All rights reserved. ǀ
INTERNAL | SAP AND CUSTOMER USE ONLY
Form W-2 / W-2c For Puerto Rico
▪ Version change on the Form
▪ Checkbox A, E Text change
▪ New Employer Email Address
▪ Instructions Impacted
Approval *
▪ Approved on Sept 10, 2021
Year End Phase I SAP Note 3085142
*Forms and Envelopes – SAP Note 3082151
Puerto Rico Form W-2 /W-2c for Tax Year 2021
PR W-2 (HR_F_W2_PR_LP_21)
PR W-2C (HR_F_W2C_PR_LP21)
43Internal: SAP Customers and SAP Partners© 2021 SAP SE or an SAP affiliate company. All rights reserved. ǀ
INTERNAL | SAP AND CUSTOMER USE ONLY
File formats
▪ States impacted
- no changes so far by states who have released specifications.
- Research is on!
▪ Localities Impacted – too early to say, Research is on!
▪ 1099-R (Publication 1220)
▪ PR File formats - Not published yet.
Philadelphia Annual Recon Report
▪ Authority is working on the forms
▪ Planned to be available by Authority end of Oct – early Nov
Year End 2021 Phase II for U.S. Tax Reporter – SAP Note 3100510
Year End Phase II – What should you expect?
44Internal: SAP Customers and SAP Partners© 2021 SAP SE or an SAP affiliate company. All rights reserved. ǀ
INTERNAL | SAP AND CUSTOMER USE ONLY
IRS has published the draft version of Form 940. So far we …..
▪ Form 940 and Form 940 Schedule A
▪ Form 940 PR and Form 940 PR Schedule A
▪ Philly Recon Report (If not released with Phase II SAP Note)
*Final Version expected mid-December timeframe.
File formats
▪ Any file format changes that cannot be incorporated into U.S. Tax Reporter with Phase II will bedelivered to customers at a later date.
▪ Depending on the size and contents of the changes to come, Tax Reporter Development willcombine subsequent changes for delivery in Phase III, or release these changes via individualSAP Notes
▪ SUI 4th Quarter - If we find any change during our research, an SAP Note will be released andpublished at Announcement of Legal Change Notification tool.
Year End 2021 beyond Phase II – What should you expect?
45Internal: SAP Customers and SAP Partners© 2021 SAP SE or an SAP affiliate company. All rights reserved. ǀ
INTERNAL | SAP AND CUSTOMER USE ONLY
New Municipalities in Table T5UX5
▪ New municipalities should be added to table T5UX5
– R.I.T.A - SAP Note 680308
– Cleveland - SAP Note 909505
– Ohio School Districts - SAP Note 694865
– City of Columbus - SAP Note 702613
Configure Table T5UX9 for different type of information
▪ Reference SAP Note 903349
Update Tables for Year End 2021
46Internal: SAP Customers and SAP Partners© 2021 SAP SE or an SAP affiliate company. All rights reserved. ǀ
INTERNAL | SAP AND CUSTOMER USE ONLY
◼ SAP delivered more than 400 PDF-based forms in Tax Reporter. It is highly likely that the
formatting you are trying to introduce already exists in one of those forms.
◼ Tax Reporter PDF-based forms contains a lot of scripts and many form-level exits, as well as
special fields.
◼ After you create a new form, make sure you test it extensively using the testing tool in
transaction SFP, including printing of Form. Unless you are satisfied with the test results, do not
execute the new form in production mode.
TIPS – for PDF Based Forms
47Internal: SAP Customers and SAP Partners© 2021 SAP SE or an SAP affiliate company. All rights reserved. ǀ
INTERNAL | SAP AND CUSTOMER USE ONLY
▪ If you encounter the error message “Error in generating the PDF form: <Form name>”
within the Tax Reporter Log,
– contact your Basis team to check your ADS connection.
▪ Troubleshooting consulting notes– 944221 - Error analysis for problems in form processing
– 1406971 - FAQ: Troubleshooting PDF Forms in U.S. Tax Reporter
▪ Common error when applying SAP Notes that have as prerequisite of applying a Note Implementation utility plus have layout deliveries
– Note Implementation utility prerequisite, need to follow the order of manual instructions provided, otherwise there might be errors when uploading the PDF layouts.
TIPS – for PDF Based Forms
48Internal: SAP Customers and SAP Partners© 2021 SAP SE or an SAP affiliate company. All rights reserved. ǀ
INTERNAL | SAP AND CUSTOMER USE ONLY
Using one Adobe Document Services (ADS) installation from several systems:
▪ To optimize the use of your system landscape, it is possible to connect several ABAP-based
SAP systems to one SAP NetWeaver® AS Java running the ADS for the generation of the
Interactive Forms output formats. In general, this setup is suitable for the use of Interactive Forms
in interactive scenarios, or in printing scenarios where slower performance is acceptable.
▪ To take full advantage of the performance improvements for high-volume printing shipped via
SAP NetWeaver, you require a remote ADS for each system from which you want to realize a high-
volume printing scenario. This precludes the possibility of using one ADS for several systems.
▪ For all scenarios using one ADS installation for several systems, ensure that the Java system
and the corresponding ADS are at least on the same Support Package Stack level.
TIPS – for PDF Based Forms
49Internal: SAP Customers and SAP Partners© 2021 SAP SE or an SAP affiliate company. All rights reserved. ǀ
INTERNAL | SAP AND CUSTOMER USE ONLY
HRSP/CLC for Year End 2021Tax Reporter
50Internal: SAP Customers and SAP Partners© 2021 SAP SE or an SAP affiliate company. All rights reserved. ǀ
INTERNAL | SAP AND CUSTOMER USE ONLY
Delivery of U.S. Tax Reporter Legal Changes
To obtain BASE Year End Legal Changes for Tax Year 2021
◼Apply the May 2021 Synchronization HRSP, which serves as the Year End Base HRSP.
◼Apply the CLC for the U.S. Localization version, delivered in October* (Year End Phase I).
* Mandatory for Year End 2021
Year End Roadmap - SAP Note Year End 2021 – Announcement was published on August 27,
2021
51Internal: SAP Customers and SAP Partners© 2021 SAP SE or an SAP affiliate company. All rights reserved. ǀ
INTERNAL | SAP AND CUSTOMER USE ONLY
Year End Phase I (SAP Note 3085142 ) - October HRSP/CLC, planned availability Oct 14th 2021)
For EA-HR - Be on the applicable EA-HR levels pertaining to the above-mentioned SAP_HR levels for your release
* Current release for SuccessFactors Employee Central Payroll (ONLY via HRSP).
Remaining CLCs for Year End 2021◼ Year End 2021 Phase II – December HRSP (Released via SAP Note 3100510 around Thanksgiving)
◼ Year End 2021 Phase III* – January 2022 HRSP (Released via SAP Note around Christmas)* depending on number of legal changes
Option 1
Oct HRSP
Delivery of HCM U.S. Tax Reporter Legal Changes
SAP_HR 6.08 HR Renewal 2.0
Ehp ReleaseSAP HR Release
SAP_HR 6.0
SAP_HR 6.0
Ehp8
ECC 6.0 To Ehp3
Ehp4 to Ehp7
HRSP 98
HRSP K4
HRSP H0
Option 2
Oct CLC (Not for ECP)
CLC 98
CLC K4
CLC H0
52Internal: SAP Customers and SAP Partners© 2021 SAP SE or an SAP affiliate company. All rights reserved. ǀ
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Important SAP Links Launchpad, Blog, SAP Notes, Documents
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SAP One Support Launchpad
SAP recommends that you use SAP One Support Launchpad to search for Notes.
The following apps are available to you on the Launchpad:
Announcement of
Legal ChangeMy SAP Notes & KBAs SAP Legal Change Notes
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SAP Launchpad: Adding Announcement of Legal Change App
Step 1:
Click on Personalize
Step 2:
Enter ‘Announcement of
Legal Change’ in the
search box
Step 3:
Left Click on the title and
select the group to which
you would like to add the
tile to
Check:
Click on Home and
find the title in the
specified group
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SAP Launchpad: Announcement of Legal Change
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SAP HR Support PackagesSupport.sap.com > Maintenance > Maintenance Information > Schedules for Maintenance Deliveries
https://support.sap.com/en/release-upgrade-maintenance/maintenance-information/schedules-for-maintenance-deliveries.html
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SAP HR Support Packages Schedule (HRSP)
Support.sap.com >> Maintenance >> Maintenance Information >> Schedules for Maintenance Deliveries
>> SAP ERP Human Capital Management
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Tax Reporter Solution Document
Live effective Aug 27, 2021
https://support.sap.com/content/dam/support/en_us/library/ssp/products/globalization/e89a95cf-c77c-0010-
82c7-eda71af511fa.pdf
▪ Detailed Tax Reporter
documentation for EHP8
is available on SAP Help
Portal.
▪ To get Tax Reporter
documentation of an
older release click in the
portal on SAP ERP HCM,
then change the version
on the upper right corner,
and search for "Tax
Reporter (PY-US-TR)".
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Live effective Aug 25, 2021
https://blogs.sap.com/2021/08/25/u.s.-tax-reporter-year-end-2021/
Year End 2021 Blog
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Guest Speaker - Ralf Wagner, SAP
October 7, 2021
SAP S/4HANA cloud, private editionPayroll solution for the United States
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RISE with SAP - Business Transformation as a Service It’s not another upgrade, it’s a better way of working
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SAP S/4HANA Cloud, Private EditionTraditional flexibility & scope + cloud value
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SAP Human Capital Management private cloud solutionsScope overview
1) Part SAP ERP or SAP S/4HANA for enterprise management, private cloud edition
▪ Running on hyper-scaler infrastructure and provides full S/4HANA or ERP functionality
▪ Offering highest flexibility and extensibility options (customize, modify, extend)
▪ 101 payroll country versions (56 by SAP, 45 provided by partners) in 39 languages
▪ Core HR (incl. ESS/MSS)
▪ Employee Administration
▪ Global Assignment Management
▪ Organizational Structure Management 1)
▪ Position Management
▪ Benefits Management
▪ Work Schedule Management
▪ Absence Management
▪ Time Tracking (incl. ESS/MSS)
▪ Work Schedule Management
▪ Absence Management
▪ Employee Time Tracking
▪ Time Calculation
▪ Rostering and Shift Optimization
▪ Payroll processing (incl. ESS)
▪ SAP Payroll Cloud, private edition for
the United States planned for Q4
2021 (with EHP8)
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SAP Payroll Cloud, private editionSolutions for the United States
Payroll processing key capabilities
for the United States
▪ Basic pay and wage calculation
▪ Gross-to-net payroll processing
▪ Legal deductions, taxes, and remittance processing
▪ Processing of bank transfers
▪ Posting to general ledger
▪ Retroactive and year-end processing
▪ U.S. localization
▪ Reporting, compliance, and auditing
▪ Flexible toolbox to include customer-specific
requirements
SAP U.S. Payroll Tax Calculation by BSI,
private cloud edition
▪ TaxFactoryTM with tax calculation for federal,
state, local, and territory tax
▪ Reciprocal taxes, net wages, and applicable
taxes using gross wages
▪ Tax areas based on employee residence and
work address
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Press Releases, news and Blogs
SAP Human Capital Management for SAP
S/4HANA, on-premise edition (H4S4)
▪ Press release:https://news.sap.com/2018/01/hcm-on-premise-s4hana/
▪ Blog:https://blogs.sap.com/2019/09/25/sap-human-capital-management-for-
sap-s4hana-on-premise-edition-updates-available-in-2022-with-a-
technical-co-deployment-in-sap-s4hana/
SAP announced a maintenance extension of the
Business Suite 7 to 2027 (2030).
▪ Press release :https://news.sap.com/2020/02/sap-s4hana-maintenance-2040-clarity-choice-sap-
business-suite-7/
▪ Blog: https://blogs.sap.com/2020/02/17/sap-business-suite-7-extension-what-this-means-
for-sap-erp-human-capital-management-customers/
▪ SAP Note: https://launchpad.support.sap.com/#/notes/2881788
RISE with SAP S/4HANA Cloud, private edition
▪ Press release: https://news.sap.com/2021/01/rise-with-sap-revolutionize-customer-business-transformation/
https://www.sap.com/products/rise.html#lob
▪ Blog - Digital transformation with RISE with SAP: https://blogs.sap.com/2021/08/13/digital-transformation-with-rise-with-sap/
▪ Blog - Simple steps to start RISE with SAP S/4HANA Cloud: https://blogs.sap.com/2021/09/22/simple-steps-to-start-rise-with-sap-s-4hana-cloud/
▪ Contact
▪ Your Accounts Executive
▪ HCM Solution Owner - Ralf Wagner
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Best of Luck for the Year End!
We will do it! Stay Safe!
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Post your queries on Year End blog from now till end
of Feb 2022 - U.S. Tax Reporter Year End 2021
??
??
??
Thank you!Globalization ServicesLocal Solutions. Global Success.
Visit GS Jam for more info
SAP Globalization Services SAP HR USAGS-US finder page TR Solution Document
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