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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 TAX12E900-N O T E S . D O C - 1

PEOPLESOFT PAYROLL FOR NORTH AMERICA

TAX

UPDATE

12-ETAX UPDATE NOTES - RELEASE 9

PeopleSoft Payroll for North America Tax Update 12-E includes updates to U.S. tax andgarnishment 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 systems 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:

UPD872690_INSTALL.htm PeopleSoft Application Update Installation InstructionsUPD872690_CODECHANGES.rtf PS Print Project Report for Release 9

YE12US9E.doc Year End Processing 2012: U.S., Puerto Rico, and U.S. Territories

Follow the instructions in the UPDxxxxxx_INSTALL.htmdocument to apply this tax update. Beforeapplying Tax Update 12-E, you must apply all previous tax updates.

Unless otherwise indicated by a specific posting date, Report IDs referenced in these tax update noteshave notbeen posted to My Oracle Support.

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P E O P L E S O F T PA Y R O L L F O R N O R T H AM E R I C A TA X U P D A T E 12 - E - RE L E A S E 9 O C T O B E R 22, 2012

2 TAX12E900-N O T E S . D O C 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

Copyright 2012, Oracle and/or its affiliates. All rights reserved.

This software and related documentation are provided under a license agreement containing restrictionson use and disclosure and are protected by intellectual property laws. Except as expressly permitted inyour 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 anymeans. 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 iton behalf of the U.S. Government, the following notice is applicable:

U.S. GOVERNMENT RIGHTS Programs, software, databases, and related documentation and technicaldata delivered to U.S. Government customers are "commercial computer software" or "commercialtechnical data" pursuant to the applicable Federal Acquisition Regulation and agency-specificsupplemental regulations. As such, the use, duplication, disclosure, modification, and adaptation shall besubject 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 OracleParkway, Redwood City, CA 94065.

This software or hardware is developed for general use in a variety of information managementapplications. It is not developed or intended for use in any inherently dangerous applications, includingapplications that may create a risk of personal injury. If you use this software or hardware in dangerousapplications, then you shall be responsible to take all appropriate fail-safe, backup, redundancy, andother measures to ensure its safe use. Oracle Corporation and its affiliates disclaim any liability for anydamages caused by use of this software or hardware in dangerous applications.

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O C T O B E R 22 , 2012 PE O P L ESO F T PA Y R O L L F O R NO R T H AM E R I C A TA X U P D A T E 12-E RE L E A S E 9


Updating Your Tables

Tax Update 12-E includes the following files for updating the tables in your PeopleSoft system.

File Contents

upd872690_01.datupd872690_01.dms

U.S. tax table updates

upd872690_02.datupd872690_02.dms

Garnishment table updates

Note: Tax Update 12-E also adds new translate value PG (forPrior Garnishments) to fields GARN_ELEMENT1 andGARN_ELEMENT2, and to modified views PY_GARN_UE1_VW,PY_GARN_UE2_VW, PY_GARN_UE1_LNG andPY_GARN_UE2_LNG.

You must alter the tables beforerunning the garnishment script, orthe new translate value will not be correctly displayed.

upd872690_03.datupd872690_03.dms

(U.S.) Tax Form Print Parameters table

(Report ID 14368199)

upd872690_04.dms Database stamp(There is no .dat file associated with this .dms file.)

upd872690_05.dms Populate new field GL_FICA_ADDL_MED on COMPANY_TBL_GLto support new Additional Medicare tax class for Non-CommitmentGL Interface.

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


upd872690_06.datupd872690_06.dms

(U.S.) 2012 Year End Forms PDF Templates for XMLP


upd872690_msg.dat

upd872690_msg_i.dms

Message catalog

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 yourConfiguration Manager.

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Special Notes Canada

Amending, Cancelling and Reprinting RL-1 Slips for Tax Reporting Years 2011and Prior

Revenu Quebec (RQ) introduced a redesigned RL-1 form for 2011 tax reporting last year. Significantchanges to the 2011 form included the elimination and replacement of footnote codes with AdditionalInformation boxes. Due to the late publication of the changes, the Quebec government considered 2011as a transition year and, employers were not required to report footnotes using the AdditionalInformation boxes last year. As the use of the Additional Information boxes is mandatory with 2012year-end filing, the required program modifications were delivered with Tax Update 12-D under Report ID13898712.

Due to the change in the way that footnotes will now be reported, the RL-1 slip information from prioryears is available for viewing, but cannot be amended or reprinted. With this tax update, productmodifications are being delivered to allow for RL-1 slips to be amended, cancelled and reprinted for taxyears 2011 and prior.

Amending a RL-1 Slip for 2011 or Prior

The RL-1 amendment process has been modified to retrieve the list of box codes defined on the TaxForm Definition table that corresponds to the tax year of the slip that is being amended. If the amendedRL-1 slip is for tax year 2011 or prior, the footnote codes will be provided. Otherwise, the AdditionalInformation boxes will be used.

In the following example, an RL-1 slip will be amended for Calendar Year 2011. When the Box field isprompted on the Amend/Cancel RL-1 Slip page, the footnote codes applicable to 2011 tax reporting areprovided for selection.

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In contrast, following is an example of the Additional Information box codes that will be provided foramending the RL-1 slip for tax reporting year 2012.

Creating and Printing an Amended RL-1 Slip for 2011 or Prior

The Processing Type options provided on the Print RL-1 Slips run control pages will be controlled by thetax year identified in the Balances for Year field on the Tax Reporting Parameters table.

If the year specified on the Tax Reporting Parameters table is 2011 or prior, only the amended, cancelledor reprint slip types will be available for selection.

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If the year specified on the Tax Reporting Parameters table is 2012 or later, all of the slip types will beavailable for selection, including the printing of original slips as illustrated below.

Refer to the section titled Canadian SQRs delivered with Tax Update 12-E for a complete list of theSQR programs that have been modified to support these changes.

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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 greaterthan 12 characters in length should not order Form ID LSR02A (the four-corner format which prints four W-2s per pageat the four corners of the page). W-2 Form ID LSR02A does not provide sufficient space in box 15 to print State EINs thatexceed 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 allof their state EINsto confirm that none of them exceed 12 characters in length.

* * * * * * * * * * * * * * * * * * * * * * * * * *

Employers who report W-2 data for New Jerseyshould be aware that, because of the unusually large number of dataitems 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 therequirement imposed beginning in tax year 2009 to print the amount deducted for New Jersey Family Leave Insurance (inaddition to the amounts deducted for disability insurance and the various components of the New Jersey unemploymentinsurance 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 employersanticipate 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 Pennsylvaniashould be aware that, because of the implementation of PennsylvaniaAct 32 in tax year 2012, employees who reside and/or work in multiple Pennsylvania local tax jurisdictions will have ahigher number of W-2 forms produced than before Pennsylvania Act 32. A separate employee Tax Balance record iscreated 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 whichmust be reported on Form W-2.

Data for twolocal tax jurisdictions can be printed on each Form W-2 using these Form IDs:

LSP03LSR03PLPS4V

Data for only onelocal tax jurisdiction can be printed on each Form W-2 using these Form IDs:

LSR01LSR02AXMLP 4 verticalXMLP pressure seal

To avoid running short of W-2 forms, in determining the quantity of forms to order, employers should consider the mobilityof their Pennsylvania employee population.

Important Update: It is strongly recommended that you set Locals per Form = 1 if you will be reporting PennsylvaniaLocal Earned Income Tax amounts on Form W-2. Some Pennsylvania tax collecting agencies have indicated thatemployers should not report data for more than one Pennsylvania locality on a single Form W-2. Do not set Locals perForm = 2 unless the Tax Collection District the forms will be submitted to has confirmed that printing two sets of local taxdata on a single Form W-2 is acceptable.

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Reporting the Cost of Group Health Insurance Coverage on Form W-2

Beginning with tax year 2012, employers are required to report the cost of group health insurance coverageprovided to an employee on Form W-2 in box 12DD. Product modifications to enable employers to complywith this Form W-2 reporting requirement were previously delivered in Tax Update 11-E.

Refer to Solution Document 1223448.1 on My Oracle Support for information on various approaches and

options that employers may take to integrate the required reportable dollar amounts into the payroll year-endreporting process.

Detailed information from the Internal Revenue Service on this Form W-2 reporting requirement may be foundat the following locations on the IRS website:

IRS Notice 2012-9 - Interim Guidance on Informational Reporting to Employees of the Cost of TheirGroup Health Insurance Coverage

http://www.irs.gov/file_source/pub/irs-drop/n-12-09.pdf

Form W-2 Informational Reporting of the Cost of Employer-Sponsored Group Health Plan Coverage

http://www.irs.gov/uac/Form-W-2-Informational-Reporting-of-the-Cost-of-Employer-Sponsored-

Group-Health-Plan-Coverage

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10 TAX12E900- N O T E S . D O C 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

Special Note Preparing for U.S. Year End Reporting 2012

Afteryou have followed the instructions in the PeopleSoft Application Update Installation Instructions toapply the object changes delivered in this tax update, you are ready to update your year end tables for2012 U.S. year-end wage and tax reporting. Refer to the separate documentYear End Processing

2012: U.S., Puerto Rico, and U.S. Territoriesdelivered with this tax update for detailed instructions onyear-end processing with PeopleSoft Payroll for North America.

Step 1 is for NEW PeopleSoft Payroll Users only(processing Year End in PeopleSoft Payroll for the first time in 2012)

1. If 2012 will be your firstyear producing Form W-2 for U.S. employees using PeopleSoft Payroll for

North America, you must contact Oracle Software Support to request the special script described inSolution Document ID 635458.1. You must run this special script to prepare your Tax Form DefinitionTable for 2012 year-end processing. Running this script will ensure that your Tax Form DefinitionTable is current up through 2011 year-end changes.

Steps 2 10 are for ALL PeopleSoft Payroll Users

2. IMPORTANT: You must complete this manual step before proceeding to use Change Assistant toapply the DataMover scripts upd872690_03.dmsand upd872690_06.dmsdelivered with TaxUpdate 12-E.

Enter the Tax Form Identification W-2and the Effective Date of 01/01/2011on the Tax FormDefinition search page and select Search. Add a new row in the table that duplicates all of the 2011entries by selecting the Add (+) button in the Effective Date Group Box. Change the effective-datefor this newly inserted row to 01/01/2012. Save this new entry. Then follow this same procedure forTax Form Identifications W-2c, W-2AS, W-2GU, W-2PR, W-2VI, W-2cAS, W-2cGU, W-2cPR, andW-2cVI. Save these new entries.

3. Update the new 2012 Tax Form Definition Table entries you have created with your specific earningsand deductions information for year-end reporting. Save your changes.

To update the Tax Form Definition Table with a new earnings or deduction, the Effective Date of theEarnings Table or Deductions Table entry must match the Effective Date of the Tax Form DefinitionTable entry you are updating. For example, if you are updating a Tax Form Definition Table entrydated 01/01/2012, then the Effective Date on the Earnings Table or Deduction Table entry of theearnings or deduction being added to the Tax Form Definition Table entry must also be 01/01/2012.If necessary, in Correction mode, temporarily change the Effective Date of the Earnings Table orDeduction Table entry to match the Effective Date of the Tax Form Definition Table entry, update theTax Form Definition Table entry with the earnings or deduction and save the change, and then, againin Correction mode, return the Effective Date of the Earnings Table or Deduction Table entry to itsoriginal date.

4. To update your Tax Form Definition Table for 2012 Form 940 reporting, enter the Tax FormIdentification 940and the Effective Date of 01/01/2011on the Tax Form Definition search page andselect Search. Add a new row in the table by selecting the Add (+) button in the Effective DateGroup Box and change the Effective Date for this newly inserted row to 01/01/2012. Enterinformation for any earnings or deductions that should be defined as FUTA-exempt for 2012 FUTAForm 940 reporting. Save this new entry.

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5. Run the DataMover script upd872690_03.dmsprovided in Tax Update 12-E. This script will add2012 entries to the Tax Form Print Parameters table for Forms W-2, W-2AS, W-2GU, and W-2VI.(Tax Form Definitions and Tax Form Print Parameters table entries for Puerto Rico Form W-2PR for2012 will be delivered in Tax Update 12-F.)

6. Run TAX710 to print a listing of 2012 Tax Form Definition table entries and review for accuracy.

7. Update the 2012 Tax Form Print Parameters table entries to print any items of data you have addedto the 2012 Tax Form Definitions table entries for any year end forms. (You must alwaysupdate TaxForm Print Parameters table entries for any non-PeopleSoft delivered items you have added to theTax Form Definitions table.)

8. Run TAX712 to verify that 2012 entries have been added to the Tax Form Print Parameters table.

9. Update W-2 Company Data by adding entries for calendar year 2012 for each Company. Select theappropriate values for the Kind of Employer and Type of Employment fields.

10. Run the DataMover script upd872690_06.dms to update the Tax Form XMLP Options Table with2012 U.S. year-end form PDF templates for XMLP processing.

11. Update the Year End Form Options Table for XMLP processing by manually adding a new row forTax Year 2012 for each W-2 Reporting Company.

12. Review and update data on the Tax Reporting Parameters and Electronic Parameters pages for year-end reporting.

13. Review the Tax Report Type field on the Company Table-Tax Details page and update for 2012 year-end reporting if necessary.

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Special Notes U.S.

Quarterly Wage Reporting Michigan

Tax Update 12-E delivers an updated version of TAX810MI.SQR to comply with the latest Michiganquarterly state wage reporting requirements. A new run control page for Michigan is also delivered asillustrated below. Previously no separate Michigan-specific run control page was provided or required.

BEFORE Tax Update 12-E no separate run control page was provided for Michigan:

Tax Update 12-E delivers a new run control page for Michigan:

Each of the following items of data must be entered on the run control for each Company for which datawill be reported for the quarterly period being processed:

Month 1 Employee Count, Month 2 Employee Count, and Month 3 Employee Count

Monthly employee count information can be obtained from the Multiple Worksite Report (TAX004.SQR).

(Report ID 14086610; Posted to My Oracle Support as Report ID 14378683 on 26 September 2012)

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Quarterly Wage Reporting - Vermont

Tax Update 12-E delivers an updated version of TAX810VT.SQR to comply with the latest Vermontquarterly state wage reporting requirements. The run control page is also modified as illustrated belowand on the following page.

Because Vermont now accepts only electronic file submissions, the Reporting Medium and Diskette Type

fields are removed from the run control page.

Because the information will now be obtained from the Electronic Parameters page, the text boxes forentering the Contact Information (Person, Phone/Extension) are also removed.

Vermont run control page BEFORE Tax Update 12-E changes:

These fields are no longerrequired and are removed.

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The following new fields are added to the run control page. Each of the following items of data must beentered on the run control for each Company for which data will be reported for the quarterly period beingprocessed.

1. Month 1 Employee Count, Month 2 Employee Count, Month 3 Employee Count,and Month 3 Female Count

2. Unemployment Contribution Amount Due3. FTE Employee Count4. Health Care Amount Due

Monthly employee count information can be obtained from the Multiple Worksite Report (TAX004.SQR).Month 3 Female Count can be obtained by running the Employee Count Report (TAX004ST.SQR).Vermont run control page AFTER Tax Update 12-E changes:

For details on the new Vermont quarterly reporting requirements, see the description of modificationsmade to TAX810VT.SQR in the later section of this document listing the U.S. SQRs Delivered with TaxUpdate 12-E.


New fields

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New Report: PA Local EIT W-2 Tax Total Report (TAX916PA.SQR)

New program TAX916PA.SQR delivered with Tax Update 12-E provides multiple options for listing andtotaling Pennsylvania Local Earned Income Tax amounts withheld for year-end reporting to Tax

Collection District (TCD) tax collectors under Pennsylvania Act 32. The design of the new report mirrorsthat of the report produced by TAX011PA.SQR (PA Local Earned Income Tax Report), but the newTAX916PA.SQR reports data from year-end records instead of from tax balance records.

On the run control page (shown below), the user has the option of choosing whether or not to showemployee detail information on the report. When the Show Employee Detail option is selected, the usermay also choose whether to include the employees Social Security Number and/or address in the report.The user may also select one of three Sort Options for the report:

Company within Work PSDWork PSD within CompanyWork PSD within Tax Collector

A sample page of output from the new report is provided on the following page.

New run control page for PA Local EIT W-2 Tax Total Report:

Payroll for North America > U.S. Annual Processing > W-2 Reporting > PA Local EIT W-2 Tax Total Rpt

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Sample report output for PA Local EIT W-2 Tax Total Report:

Note: With the delivery of new report TAX916PA.SQR, existing report TAX916LC.SQR is modified toexclude the reporting of data for any Pennsylvania local tax jurisdictions (including Philadelphia).


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New Tax Classes

Tax Update 12-E delivers the two new tax classes described below to support functionality to be deliveredin future tax updates.

Translate Value: 7Long Name: ADDITIONAL MEDICARE EEShort Name: ADDL MED

Report ID 11608528 scheduled for Tax Update 12-F will deliver additional product modifications related tothe 0.9% Additional Medicare Tax imposed effective January 1, 2013, on annual wages paid in excess of$200,000.

Translate Value: 6Long Name: Reserved for PSFTShort Name: Reserved


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New General Ledger Liability Account for Additional Medicare

Tax Update 12-E adds a new field to the Employee Liabilities section of the General Ledger Liability Acctspage for Additional Medicare, as shown below.

Values associated with this new field will be printed on Company Table - General Ledger Data report(PAY702) as GL_NBR ADDL Med.

The Non-Commitment Accounting GL Interface process (PAYGL01.SQR) is modified to use the new offsetaccount when a tax transaction for the new Tax Class 7 is encountered.

Note: Report ID 11608528 scheduled for Tax Update 12-F will deliver additional product modificationsrelated to the 0.9% Additional Medicare Tax imposed effective January 1, 2013, on annual wages paid inexcess of $200,000.


New

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U.S. Changes

Local Tax Table

State Locality Locality Name OLD Rate/Amt NEW Rate/Amt EffectiveDate

IN 015 Carroll(Report ID 14701308)

0.015039 / Resident0.004000 / Nonresident


10/01/2012

059 Hancock(Report ID 14701308)



10/01/2012

123 Perry(Report ID 14701308)



10/01/2012

149 Starke(Report ID 14701308)



10/01/2012

OH 29652 Geneva-on-the-Lake(Report ID 14546194)



09/01/2012

71682 Shaker Heights(Report ID 14546194)



10/01/2012

85484 Willoughby(Report ID 14546194)

New entry 0.020000 / Resident

0.020000 / Nonresident

01/01/1900

"#$ %$& '()*+ "*, "*-+$ $%./0 1(/ '()*+2.0 34567868 9:2++(;

?$+2@$/$? .( /$A+*)$ .#$ $,2>.2%< '()*+ "*, "*-+$ $%./0 1(/ '()*+2.0 345

678B6 9:2++(; (/2 .#$ )(//$). E$?$/*+ F%1(/G*.2(% H/()$>>2%< I.*%?*/? 9EFHI= )(?$

1(/ :2++(; .*-+$ $%./0 1(/ '()*+2.0 345678B6

$11$).2@$ O$)$G-$/ PMC NQMND

PA 510101 Philadelphia(Report ID 14740409)

Taxing Entity Code: blankW2 Reporting Agency: blank

Taxing Entity Code: PHILAW2 Reporting Agency: PHILA

Correctingentry

Note: The City of Detroit has advised that the previously scheduled July 1, 2012, tax rate change for the City of

Detroit is currently under court challenge. If and when a tax rate change is confirmed by the City of Detroit, details will

be made available on My Oracle Support, and the change will be delivered in a future tax update.

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Local Tax Table Pennsylvania Local Earned Income Tax

Tax Update 12-E includes updates to Pennsylvania Local Earned Income Taxentries in the Local TaxTable 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 EarnedIncome 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 EarnedIncome 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:

PA32EIT12E.doc Word document

PA32EIT12E.xls Excel spreadsheet

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


Local Tax Reciprocity Table

Locality ofResidence

Locality ofEmployment

EffectiveDate

CreditReduction

Percent

CreditLimit

Rate Reciprocity Rule:

OH27706

Forest Park

OH$DFLT

07/01/2017

Action:Add new

table entry

changing

Credit LimitRate from

0.005000 to

BLANK.

100.00 BLANK Withhold 100% of calculated work localitywithholding on work locality wages. Then calculate

residence locality withholding by the applicablemethod, depending on whether residence or work

locality tax rate is greater.


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Garnishment Rules Table (U.S.)

State Rule ID EffectiveDate

Action

MO LEVY 01/01/2012 A new table entry is delivered for Missouri state tax levies. COBOL programchanges are also delivered in this tax update which are required in conjunctionwith this new Garnishment Rules Table entry to calculate amounts to bededucted from employees to comply with Missouri state tax levy wagewithholding orders.

Note: Tax Update 12-E also adds new translate value PG (for PriorGarnishments) to fields GARN_ELEMENT1 and GARN_ELEMENT2, and tomodified views PY_GARN_UE1_VW, PY_GARN_UE2_VW,PY_GARN_UE1_LNG and PY_GARN_UE2_LNG.

You must alter the tables beforerunning the garnishment script, or the new

translate value will not be correctly displayed.

See the entry for Report ID 13926596 in the following section of this documenton COBOL and Store Statement Changes delivered in this tax update foradditional information.


RI LEVY 01/01/1993 The table entry effective-dated 01/01/1993 delivered in Tax Update 12-C iscorrected to change the DE Definition ID from FEDERAL to FEDTAXLEVYper information published in the Instruction for Levy on Wages, Salary, andOther Income, published by the Rhode Island Department of AdministrationDivision of Taxation.


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Tax Update 12-E - COBOL and Store Statement Changes for Release 9

All payroll users must apply all COBOL and store statement changes included in Tax Update 12-E.

Changed COBOL Modules

This tax update includes the modified COBOL programs and copy members listed on the following page.Customers should incorporate the source programs into their source libraries and recompile and relink.For delivered copy members, any modules affected by the changed copy members must also berecompiled. For your installation, if you do not have a tool to determine which COBOL modules areaffected 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 inthe COBOL directory. Replace your current version and rerun your store statements using DataMover.

For Release 9 Changes are made to COBOL programs:

PSPGCALC.CBL

PSPPARRY.CBL

PSPPYNET.CBL

PSPTGCTB.CBL

Changes are made to copy member:

PSCGRULE.CBL

Changes are made to store statements:

(none)

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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 notbeen posted to My Oracle Support.

E&G = PeopleSoft Payroll for North America for Education & GovernmentUSF = PeopleSoft Payroll for North America for U.S. Federal Government

Report ID Description

13910477 Report ID 13910477 modifies PSPGCALC.CBL to correctly calculate New York writ garnishments if an employee

has other higher priority spousal or dependent support garnishments, in compliance with the following provisions

of Section 5231 of N.Y. Civil Practice Laws & Rules:

http://public.leginfo.state.ny.us/menugetf.cgi?COMMONQUERY=LAWS

(select CVP Civil Practice Laws and Rules, then select Article 52 Enforcement of Money Judgments, thenselect 5231 Income Execution.)

A. AN INCOME EXECUTION FOR INSTALLMENTS FROM A JUDGMENT DEBTOR'S GROSS

INCOME CANNOT EXCEED TEN PERCENT (10%) OF THE JUDGMENT DEBTOR'S GROSS

INCOME.

E. IF DEDUCTIONS ARE BEING MADE FROM A JUDGMENT DEBTOR'S EARNINGS

UNDER ANY ORDERS FOR ALIMONY, SUPPORT OR MAINTENANCE FOR FAMILY MEMBERS

OR FORMER SPOUSES, AND THOSE DEDUCTIONS ARE LESS THAN TWENTY-FIVE

PERCENT (25%) OF THE JUDGMENT DEBTOR'S DISPOSABLE EARNINGS, DEDUCTIONS

MAY BE MADE FROM THE JUDGMENT DEBTOR'S EARNINGS UNDER THIS INCOME

EXECUTION. HOWEVER, THE AMOUNT ARRIVED AT BY ADDING THE DEDUCTIONS FROM

EARNINGS MADE UNDER THIS EXECUTION TO THE DEDUCTIONS MADE FROM EARNINGS

UNDER ANY ORDERS FOR ALIMONY, SUPPORT OR MAINTENANCE FOR FAMILY MEMBERS

OR FORMER SPOUSES CANNOT EXCEED TWENTY-FIVE PERCENT (25%) OF THE

JUDGMENT DEBTOR'S DISPOSABLE EARNINGS.

Prior to the modifications, if the higher priority garnishment(s) were for Spousal or Dependent Support and were

less than 25% of Disposable Earnings, the amount to be withheld for the writ garnishment was not correctly

calculated up to the allowed 25% of Disposable Earnings. If the higher priority garnishment(s) were for Child

Support, the writ garnishment amount was calculated correctly.

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13926596 Report ID 13926596 modifies PSPGCALC.CBL and copy member PSCGRULE.CBL to add new functionality to

support Missouri state tax levy calculations. Missouri tax levies are based on a percentage of net pay. The

percentage is established by the Missouri Department of Revenue on each individual court order and is not

limited to a specific maximum. The employees assigned Disposable Earnings percent is entered on the Garn

Spec Data 6 page. If an employee has another garnishment with a higher priority, the amount of the higherpriority garnishment will reduce the Disposable Earnings available to be subject to the state tax levy.

http://www.courts.mo.gov/file.jsp?id=2024

http://www.moga.mo.gov/statutes/C500-599/5250000030.HTM

Tax Update 12-E delivers the following product modifications to support the Missouri state tax levy calculation:

1. Translate value PG is added to fields GARN_ELEMENT1 and GARN_ELEMENT2 and views

PY_GARN_UE1_VW, PY_GARN_UE2_VW, PY_GARN_UE1_LNG and PY_GARN_UE2_LNG, tosignify Prior Garnishments.

2. PSCGRULE.CBL and PSPGCALC.CBL are modified to recognize and incorporate the new translatevalue of PG when calculating a garnishment.

3. A new rule is added to the Garnishment Rules table (as documented in the earlier section of this

document Garnishment Rules Table Changes U.S.).

Garnish Law Source=MO Garnish Rule ID=LEVY

This new garnishment rule correctly considers prior garnishments when calculating the available

Disposable Earnings subject to the state tax levy. Prior Garnishments is added as an Element Type

on the Garnishment Rules Table-Calculation Formula page (refer to Step 5).

14055274 Report ID 14055274 modifies PSPPYNET.CBL and PSPTGCTB.CBL to exclude Earningsamounts representingthe value of benefits provided to same-sex spouses (Taxable Gross Component = DPB) from the definition oftaxable wages subject to the employer-paid New York MTA Payroll Tax (Locality NY-P0023).

Report ID 13415179, delivered in Tax Update 12-B, similarly modified PSPPYNET.CBL and PSPTCALC.CBL toexclude Deductionamounts representing the value of benefits provided to provided to same-sex spouses(Taxable Gross Component = DPB) from the definition of taxable wages subject to the employer-paid New YorkMTA Payroll Tax (Locality NY-P0023).

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14280484 Report ID 14280484 modifies PSPPARRY.CBL to correctly combine Variable Compensation Additional Pay

transactions in one paycheck when separate checks are not specified. Prior to the modifications, separate

checks were incorrectly generated in the following scenario for an employee:

1. The Load Paysheets Transaction page specifies the following options forProcess Request Parameters:

Off-cycle

Calculate Options-Paysheet Update Source: Variable Compensation

2. Additional Pay pages with multiple Earnings Codes are set up for the employee, all withSep Check Number = 1.

Instead of correctly combining the earnings into one paycheck, each Additional Pay earnings transaction was

paid on a separate check.

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U.S. SQRs delivered with Tax Update 12-E for Release 9

Descriptions of SQR modifications are followed by the Report ID. Unless otherwise indicated by aspecific posting date, Report IDs referenced in these tax update notes have notbeen posted toMy Oracle Support.

E&G = PeopleSoft Payroll for North America for Education & GovernmentUSF = PeopleSoft Payroll for North America for U.S. Federal Government

Annual Reporting SQRs

SQR Description

TAX900.SQR TAX900.SQR produces the Annual Reporting Error Listing. The program is modified to include two new

error messages in the report to assist customers in reporting Pennsylvania Local Earned Income Tax data

in compliance with Pennsylvania Act 32 reporting requirements.

1. Missing one or both PSD Codeswhen State = PA, Locality = 6 digits, and Tax Class = Withholding

2. Locality code is invalidwhen State = PA, Locality = 880000 or 990000, and Tax Class = Withholding

Other programs delivered in Tax Update 12-E as part of Report ID 13684257 include: TAX910AU.SQR,

TAX910ER.SQR, TAX916LC.SQR, and new program TAX916PA.SQR.


TAX910AU.SQR TAX910AU.SQR produces the Year End Data Audit Report. The program is modified to display the TaxCollection District (TCD) code (instead of Locality Name) printed in Form W-2 box 20 when Pennsylvania

Local Earned Income Tax data is reported in boxes 18 and 19, in compliance with Pennsylvania Act 32

reporting requirements.

Other programs delivered in Tax Update 12-E as part of Report ID 13684257 include: TAX900.SQR,

TAX910ER.SQR, TAX916LC.SQR, and new program TAX916PA.SQR.


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SQR Description

TAX910ER.SQR TAX910ER.SQR produces the Year End Record Error Report. The program is modified to include two

new error messages to assist customers in reporting Pennsylvania Local Earned Income Tax data in

compliance with Pennsylvania Act 32 reporting requirements.

1. Missing one or both PSD Codeswhen State = PA, Locality = 6 digits, and Tax Class = Withholding

2. Locality code is invalidwhen State = PA, Locality = 880000 or 990000, and Tax Class = Withholding

For each of the above error messages, known values for the Locality code and any PSD codes loaded tothe year-end record by TAX910LD.SQR are printed, to assist the user in resolving errors and correctinginvalid or missing values. Blank or zero-filled values are considered to be missing data.

Other programs delivered in Tax Update 12-E as part of Report ID 13684257 include: TAX900.SQR,TAX910AU.SQR, TAX916LC.SQR, and new program TAX916PA.SQR.


The program is also modified to include two new error messages to assist customers in reporting thecorrect dollar amounts in Form W-2 boxes 16 (State wages) and 18 (Local wages) in compliance withNew York reporting requirements.

http://www.osc.state.ny.us/payroll/w2.htm

1. Box 16 > Box 1 Amountwhen State = NY

2. Box 18 > Box 1 Amount

when State = NY and Locality = P0001 (New York City) or 84000 (Yonkers)

New York State Department of Taxation & Finance Pub. TSB-M-02(3)I requires that the amount of wagesreported as New York wages in W-2 box 16 (State wages) or as New York City or Yonkers wages in W-2box 18 (Local wages) be the same amount of federal wages reported in W-2 box 1 (with an exception forpart-year New York City residents).

http://www.tax.ny.gov/pdf/memos/income/m02_3i.pdf

For same-sex married employees, New York State Department of Taxation & Finance Pub. NYS-45-I(10/11) requires employers to reducethe amount of wages that would otherwise be reported in W-2 box16 (State wages) or W-2 box 18 (Local wages) in compliance with Pub. TSB-M-02(3)I by the amount ofany benefits not subject to withholding for New York purposes (e.g., health benefits that are treated as

domestic partner health benefits for federal tax purposes), even though they are subject to federalwithholding. (In Taxable Gross Definition Table entries delivered by Oracle/PeopleSoft, the TaxableGross Component ID used to identify such benefits is DPB.)

http://www.tax.ny.gov/pdf/2011/wt/nys45i_1011.pdf


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SQR Description

TAX910LD.SQR TAX910LD.SQR loads data to the year-end records. The program is modified to report Box 12A

(Uncollected Social Security Tax on tips) based on the correct 2012 employee Social Security tax rate of

4.2% (instead of 6.2%) for Forms W-2, W-2AS, W-2GU, and W-2VI. The program is also modified to

report Box 22 (Uncollected Social Security Tax on tips) based on the correct 2012 employee Social

Security tax rate of 4.2% (instead of 6.2%) for Form W-2PR.


The program is also modified to ensure that the correct amounts are reported in W-2 box 16 (State

wages) for New York and in W-2 box 18 (Local wages) for New York City or Yonkers for an employee who

is paid in multiple Companies during the year which point to the same W2 Reporting Company, when the

employee has New York-reportable wages in at least one or more Companies also has at least one

Company in which he does not have NY reportable data.

Prior to the modifications, the wages reported in box 16 and 18 when one Form W-2 was issued for the

combined wages paid to an employee in multiple Companies pointing to the same W2 ReportingCompany reflected only the earnings for those Companies for which the employee had New York-

reportable wages, instead of the earnings for all Companies. This error prevented the amounts reported

in box 16 and box 18 from being the same amount of federal wages reported in W-2 box 1, as required by

New York State Department of Taxation & Finance Pub. TSB-M-02(3)I.

http://www.tax.ny.gov/pdf/memos/income/m02_3i.pdf


TAX916LC.SQR TAX916LC.SQR produces the Local W-2 Tax Totals Report. The program is modified to exclude the

reporting of data for any Pennsylvania local tax jurisdictions (including Philadelphia). Information for

Pennsylvania local tax jurisdictions (including Philadelphia) is now provided in new reportTAX916PA.SQR.


TAX910AU.SQR, TAX910ER.SQR, and new program TAX916PA.SQR.


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SQR Description

TAX916PA.SQR TAX916PA.SQR is a new program delivered in Tax Update 12-E. It produces the new Pennsylvania

Local Earned Income Tax (EIT) W-2 Tax Total Report, which is provided to assist customers in reporting

Pennsylvania Local Earned Income Tax data in compliance with Pennsylvania Act 32 reporting

requirements. The design of the new report mirrors that of the report produced by TAX011PA.SQR (PA

Local Earned Income Tax Report), but the new TAX916PA.SQR reports data from year-end recordsinstead of from tax balance records.

See the entry in the Special Notes U.S.section earlier in this document for an illustration of the new run

control page delivered in Tax Update 12-E for TAX916PA.SQR, as well as a sample report output page.

The run control allows the user to indicate whether the report should include employee-level detail. If the

employee detail option is selected, the user has the option of including Social Security Number and

employee address. The user can also select one of the following sort options:

1. By Company within Work PSD

2. By Work PSD within Company

3. By Work PSD within Tax Collector


TAX910AU.SQR, TAX910ER.SQR, and TAX916LC.SQR.


TAX940A.SQR TAX940A.SQR produces the FUTA Taxable Wages by UI State Report. The program is modified to

report the following employee detail when the program generates the message No UI State Found:

1. Employee ID

2. Employee Name

3. Check/Advice Number

4. Payment Date

5. FUTA Wages

The No UI State Found message is generated when an employee paycheck detail record includes FUTA

taxable wages (Taxable wages > zero for State = $U, Tax Class = U) but no UI Jurisdiction State is

specified. Modifying the report to provide the details listed above in this situation will assist customers in

researching and correcting instances of missing UI Jurisdiction State data, and allow the FUTA taxable

wages to be allocated to the correct UI Jurisdiction State.


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SQR Description

TAXMMREF.SQC TAXMMREF.SQC (in conjunction with TAX960FD.SQR, TAX960PD.SQR, TAX960ST.SQR and

TAX960LC.SQR) reports W-2 wage and tax data to the Social Security Administration for the U.S., Puerto

Rico, and the U.S. Territories in the EFW2 format for electronic filing. The program is modified to comply

with revisions in the 2012 edition of SSA Publication EFW2, Specifications for Filing Forms W-2

Electronically, which is available on the Social Security Administration website.

www.socialsecurity.gov/employer/efw/12efw2.pdf

Record Changes:

Record Positions 2012requirements

Prior requirements

RA 446-485 Contact E-Mail isnow required.

The field was optional and blanks were acceptable.

499 Blank filled Notification Method was reported in this position,

with either 1 for E-mail or 2 for Postal.

RW 342-352 Blank filled This field was zero-filled for tax years 2002-2011;prior to tax year 2002, it was used to report MilitaryEmployee Basic Quarters, Subsistence andCombat Pay for tax years 1995-2001.

RT 220-234 Blank filled This field was previously used to report the total ofRW Record positions 342-352, which are nowblank-filled as described above.

Related Object Changes:

The Electronic Parameters page (MMREF_PARAMETERS) is modified to default the Notification Method

field to E Mail. A warning message is displayed if the Email field is left blank.

Programs TAX962FD.SQR and PRTMMREF.SQC are also redelivered in Tax Update 12-E as part of

Report ID 14186400 as described below.


TAX962FD.SQR

PRTMMREF.SQC

TAX962FD.SQR, in conjunction with PRTMMREF.SQC, produces the audit report of the contents of the

W-2 file created by TAX960FD.SQR. The program is modified to support and reflect the changes made to

TAXMMREF.SQR described above to comply with revisions in the 2012 edition of SSA Publication EFW2,

Specifications for Filing Forms W-2 Electronically.


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Quarterly Reporting SQRs

SQR Description

TAX810FL.SQR

RPTSMMRY.SQC

TAX810FL.SQR, in conjunction with RPTSMMRY.SQC, reports quarterly wage and tax data to Florida in

an XML format. The programs are redelivered with the following modifications:

Electronic File: Employees who have negative QTD Taxable Wages but positive QTD No Limit Gross

Wages will be included on the file. Since negative amounts cannot be reported on the file, negative QTD

Taxable Wages amounts will be reported as zero.

Note: Florida has indicated that even though QTD Taxable Wages is required to be reported onthe file, the QTD Taxable Wages amount reported on the file is not usedby Florida, and thatinstead the QTD Taxable Wages amount is actually derived by Florida based on the No LimitGross Wage information reported for an employee for all the quarters in the tax reporting year.

Exception Report(Negative Wages section): The new message Taxable Gross is reported as zero isgenerated for employees who have negative QTD Taxable Wages but positive QTD No Limit GrossWages. Employees for whom this message is generated should be researched to determine the reasonfor the negative QTD Taxable Wages value and corrective action taken if necessary.

Prior to the modifications, employees who had a negative QTD Taxable Wage balance were excludedfrom the electronic file and not reported to Florida, and were instead reported in the Negative Wagessection on the Exception Report. Note: Employees who have negative QTD No Limit Gross Wages willstill be excluded from the file and reported on the Exception Report, regardless of whether the value ofQTD Taxable Wages is positive or negative.

The modification to report on the file employees who have negative QTD Taxable Wages but positiveQTD No Limit Gross Wages was necessitated by Floridas late decision (Florida H.B. 7027 enacted on

March 28, 2012) to reduce the 2012 unemployment insurance taxable wage base from $8,500 to $8,000.(The update to the State Tax Table entry for Florida for this change was delivered in Tax Update 12-C.)Because Florida made the late announcement of their last-minute decision to reduce the taxable wagebase after some employers had already processed their final payrolls for the quarter ending March 31,2012, negative QTD Taxable Gross Wage amounts were generated in a subsequent quarter foremployees who had already been paid more than the original 2012 taxable wage amount of $8,000 in thequarter ending March 31, 2012.

http://dor.myflorida.com/dor/taxes/unemploy_comp_law.html


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SQR Description

TAX810MI.SQR TAX810MI.SQR reports quarterly wage and tax data to Michigan using a new Michigan-specific format.

The program is modified to comply with new Michigan reporting specifications which are effective with the

report submitted for the quarter ending September 30, 2012.

http://www.michigan.gov/uia/0,1607,7-118--77970--,00.html

1. The program is modified to include the following new records on the file:

a. F Header Record (length = 21)

b. H Tax Portion Record (length = 86)

c. W Wage Record (length = 65)

Prior to the modifications, only the S record (length = 72) was generated for Michigan.

2. A new run control page is added for TAX810MI.SQR, on which the following information must

be entered for each Company for which data will be reported for the quarterly period being

processed:

Month 1 Employee Count, Month 2 Employee Count, and Month 3 Employee Count

Monthly employee count information can be obtained from the Multiple Worksite Report(TAX004.SQR).

See the entry in the Special Notes U.S.section earlier in this document for an illustration ofthe new run control page.

(Report ID 14086610; Posted to My Oracle Support as Report ID 14378683 on 26 September 2012)

Note: The TAX810MI.SQR program delivered with Tax Update 12-E is updated to resolve a DB2 compile

issue that was reported with the program originally posted to My Oracle Support.

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SQR Description

TAX810TN.SQR TAX810TN.SQR reports quarterly wage and tax data to Tennessee using the Tennessee modified

ICESA format. The program is redelivered with the following modifications:

1. The program will now create a separate file for each employer account (Company). The file

names are T81TNxxx, where xxx represents the 3-digit company code. For example, if data is

processed for Companies ABC and XYZ, the output files will be named T81TNABC and

T81TNXYZ. Prior to the modifications, one file was created for all employer accounts

(Companies).

2. The program will now remove special characters from the name fields. No spaces, hyphens,

numbers, etc., will be reported in the name fields. Only characters A-Z will be reported in the

name fields, in compliance with the requirements specified in the Tennessee modified ICESA

format. Prior to the modifications, special characters were not removed from the name fields.

Note: TAX810TN.SQR does not currently support the Tennessee full ICESA format because

Tennessee has not yet made the specifications for that format available to all employers.


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SQR Description

TAX810VT.SQR

RPTSMMRY.SQC

TAX810VT.SQR, in conjunction with RPTSMMRY.SQC, reports quarterly wage and tax data to Vermont

using the ICESA format. The program is modified to comply with the latest Vermont specifications for

employers filing data for more than 250 employees.

http://labor.vermont.gov/Portals/0/UI/C-29A%20Large%20Employer%20Specs%20and%20Instructions.pdf

Record Changes:

1. The program is modified to report the new C record (length = 115) based on data input on theVermont Run Control Page, and to include this information on the .pdf log file.

2. The program is also modified to report the numerical code for Vermont (50) instead of the VTon the E record (positions 171-172) and the S record (positions 44-45).

Run Control Changes:

Fields removed1. Because electronic filing is now mandatory, the Reporting Medium and Diskette Type fields are

removed from the run control.

2. Because the information will now be obtained from the Electronic Parameters page, the text

boxes for entering the Contact Information (Person, Phone/Extension) are removed from the run

control.

Fields added

Each of the following items of data must be entered for each Company for which data will be reportedfor the quarterly period being processed.

1. Month 1 Employee Count, Month 2 Employee Count, Month 3 Employee Count, and

Month 3 Female Count.

Monthly employee count information can be obtained from the Multiple Worksite Report

(TAX004.SQR). Month 3 Female Count can be obtained by running the Employee Count

Report (TAX004ST.SQR).

2. Unemployment Contribution Amount Due.

3. FTE Employee Count.

4. Health Care Amount Due.

See the entry in the Special Notes U.S.section earlier in this document for an illustration of the

new run control page.

Vermont suggests that employers submit a pre-edit file prior to live-data file submissions and to call(802) 828-4253 with any questions.


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Other U.S. SQRs

SQR Description

DDP003.SQRPAY003.SQR

DDP003.SQR is the Deposit Advice program. PAY003.SQR is the Paycheck Print program.

Tax Update 12-E adds fields PY_NY_IND and PY_NY_DERIVED_RATE to the PY_EARNS_WRK workrecord to track the New York derived rates for overtime pay when an employee has prior pay periodearnings. The DDP003.SQR and PAY003.SQR programs are correspondingly modified to process thisinformation for prior pay period earnings so that the New York derived overtime rate is displayed on thepay stub for the deposit advice or check when an employee has an FLSA-overtime pay calculationinvoked based on a prior pay period.

Prior to the modifications, if a New York employee was paid overtime earnings for a prior pay periodand the overflow XMLP template was used, the New York derived overtime rates were not displayed onthe pay stub for the employees pay check or deposit advice.

Note: This change will be reflected only on pay stubs for which XMLP (BI Publisher) is used to create

the pay check or deposit advice.


PAY702.SQR PAY702.SQR prints the General Ledger Data from the Company Table. The program is modified toreport the new offset account field added to the Employee Liabilities section of the CompanyTable/General Ledger Liability Accounts page for Additional Medicare tax, which will be reflect on thereport as GL_NBR ADDL Med.

Programs PAYGL01.SQR and GETCODTA.SQC are also redelivered in Tax Update 12-E as part ofReport ID 14625209, as described below.


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SQR Description

PAYGL01.SQRGETCODTA.SQC

PAYGL01.SQR, in conjunction with GETCODTA.SQC, performs the Payroll General Ledger InterfaceProcess. The programs are modified to support the future implementation of a new Tax Class value forNon-Commitment Accounting.

TaxClass Name Short Name Description

7AdditionalMedicare EE

Addl Med Additional Medicare Tax imposed on high-wageemployees

PAYGL01.SQR is modified to utilize the new offset account specified on Company Table for TaxClass 7 transactions.

Report ID 11608528 scheduled for Tax Update 12-F will deliver additional product modificationsrelated to the 0.9% Additional Medicare Tax imposed effective January 1, 2013, on annualwages paid in excess of $200,000.

See the entry in the Special Notes U.S.section earlier in this document for an illustration of

the addition of the new Additional Medicare offset account field added to the Employee Liabilitiessection of the Company Table/General Ledger Liability Accounts page.

Program PAY702.SQR is also redelivered in Tax Update 12-E as part of Report ID 14625209, asdescribed above.


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Canadian SQRs delivered with Tax Update 12-E for Release 9

Descriptions of SQR modifications are followed by the Report ID. Unless otherwise indicated by aspecific posting date, Report IDs referenced in these tax update notes have notbeen posted to Updates& Fixes on My Oracle Support.

Canadian Year-End Reporting SQRs

SQR Description

CTX910QP.SQR CTX910QP.SQR is a new program that produces formatted laser RL-1 slips for tax years2010 and prior using a variety of sort options. Processing type options provide foramended, cancelled, and the reprinting of selected slips. This program will automatically beexecuted through the Print RL-1 Slips run control page when printing slips for tax years2010 or prior, and will report footnotes in the old format. Refer to the section in thisdocument titled Amending, Cancelling and Reprinting RL-1 Slips for Tax Reporting Years2011 and Prior for further information.

Note:

Amended slips for 2010 and prior must be printed on the previous 3-part RL-1 slip.

Amended slips for 2011 should be printed on the revised 2-part slip, however, note thatfootnotes will be reported instead of Additional Information boxes.

Starting with 2012, amended slips will report Additional Information boxes.


CTX910RM.SQR CTX910RM.SQR produces a file in XML format for reporting of original, amended andcancelled RL-1 information. The program is modified to provide the following warningmessage when creating files for prior years:

An invalid file may be produced as it may not match RQs current schema for filevalidation.

Note: A magnetic media file should only be created when producing original slips oramending the original slips that were produced for the last filing year. For all other years,produce the slips in paper format by running the Print RL-1 Slips SQR program.

Refer to the section in this document titled Amending, Cancelling and Reprinting RL-1 Slipsfor Tax Reporting Years 2011 and Prior for further information.


CTX910RP.SQR CTX910RP.SQR produces formatted laser RL-1 slips with a variety of sort options.Processing type options provide for original, amended, and cancelled slips. The program ismodified to allow for the printing of amended, cancelled or reprinted slips for tax years 2011and later. Refer to the section in this document titled Amending, Cancelling and ReprintingRL-1 Slips for Tax Reporting Years 2011 and Prior for further information.


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Previous Updates

Tax Update 12-D U.S. 2012 state withholding tax changes for Maryland and Michigan; StateTax Reciprocity Table entries for Alabama residents working in states that donot impose income tax withholding; Local Tax Table changes for Kentucky,Maryland, Michigan, Ohio, Pennsylvania; Local Tax Reciprocity Table entries forOhio; W-2 reporting of Pennsylvania Local Earned Income Tax data under PA

Act 32; quarterly wage reporting changes for Arkansas and New Mexico;redelivered SQR programs.

Canada Provincial tax change for Manitoba. Redelivered year-end SQRprograms.

Tax Update 12-C U.S. 2012 state withholding tax changes for Idaho and Illinois; retroactivereduction in 2012 Florida state unemployment taxable wage limit; retroactiveincrease in 2012 Massachusetts Unemployment Health Insurance employer taxrate; reciprocity rule change for Indiana residents working in other states; LocalTax Table changes for Illinois, Kentucky, Ohio, Pennsylvania; new Local Tax

Reciprocity Table entry for residents of Findlay, Ohio; new Garnishment RulesTable entries for Rhode Island state tax levies and Washington general creditorgarnishments; redelivered SQR programs.

Canada Provincial tax changes for Manitoba and Ontario. Redelivered SQRprogram.

Tax Update 12-B U.S. 2012 Puerto Rico withholding tax changes; U.S. Virgin Islands 2012unemployment insurance taxable wage base; Local Tax Table changes forKentucky, Ohio, Pennsylvania; Taxable Gross Definition Table changes for NewYork, 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 changesfor Hawaii, Idaho, Michigan, North Carolina; Local Tax Table changes forIndiana, Kentucky, Maryland, Ohio, Oregon, Pennsylvania; Garnishment RulesTable change for Kentucky; redelivered SQR programs.

Canada Provincial tax changes for Quebec; redelivery of year-end SQRprograms.

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Appendix: Object Changes delivered in Tax Update 12-E

Components:

Name Description 881890900910

RUN_CTX910RM Report ID 13846708Added PostBuild PeopleCode.

RUN_CTX910RP Report ID 13846708Added PreBuild PeopleCode.

Added RowSelect PeopleCode on PRCSRQSTDLGLIST record.Added FieldChange PeopleCode onDERIVED_PAY.RL1_PROCESSING_FLG field.

RUN_TAX810IL-NC Report ID 14086610Added new page for Michigan State.

RUN_TAX916PA Report ID 13684257

Added new component.

YE_AMEND_SLIPS Report ID 13846708Added PreBuild PeopleCode.

Fields:

Field Description 881890900910

FTE_EMP_COUNT

HLTH_CARE_AMT_DUEMONTH1_COUNT5MONTH2_COUNT5MONTH3_COUNT5MONTH3_COUNT5_FEM

UNEMPLYMNT_AMT_DUE

Report ID 11617257

New fields for VT Quarterly Report Parameters.

GL_FICA_ADDL_MED Report ID 14625171New field

GL_FICA_ADDL_MED Report ID 14625209New field.

PY_NY_DERIVED_RATE Report ID 14300607New field.

PY_NY_IND Report ID 14300607New field.

TX810_1_BTN1 Report ID 14534487

Modified short and long descriptions.

TX810_2_BTN2 Report ID 14086610Added 'MI' to label Long and Short names.

Menus:


MANAGE_ANNUAL_TAX_RPTG_US Report ID 13684257

Added menu item for PA Local EIT W-2 Tax TotalsReport.

MANAGE_ANNUAL_TAX_RPTG_U.S. Report ID 14378569

Added menu item for PA Local EIT W-2 Tax TotalsReport.

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Message Catalog:

Message Set

Number

Message

Number

Description 881890900910

2000 854 Report ID 13846708Added new message.

2000 855 Report ID 14186400Added new message.

Pages:


CAN_YE_AMEND_SLIP4 Report ID 13846708Added DERIVED_PAY.EFFDT field.

COMP_TBL7USA_SEC Report ID 14625171

Added new field GL_FICA_ADDL_MED.

COMP_TBL7USA_SEC Report ID 14625209Added new field GL_FICA_ADDL_MED.

PY_IC_W4_DATA Report ID 14332536

Modified field label to use long name.RUNCTL_CTX910RP Report ID 13846708

Modified the prompt on Processing Type.Added Page Activate PeopleCode.

RUNCTL_TAX810IL Report ID 14086610Modified Page Activate PeopleCode.

RUNCTL_TAX810MI Report ID 14086610Added page for MI Quarterly Report Parameters,

RUNCTL_TAX810MO Report ID 14086610Modified Page Activate PeopleCode.

RUNCTL_TAX810VT Report ID 11617257Modified page for VT Quarterly Report Parameters.

RUNCTL_TAX916PA Report 13684257Added new page.

Portal Registry Structures:


HC_RUN_TAX916PA_USA Report ID 13684257Added new CREF.

Process Definitions:


CTX910QP Report ID 13846708Added new SQR.

TAX916PA Report ID 13684257Added new SQR.

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Records:

Name Field Description Create

/Alter

881 890900910

CAN_AMEND_RL1_S EMPLID Report ID 13846708Modified SavePostChangePeopleCode.

COMPANY_TBL GL_FICA_ADDL_MED Report ID 14625209Added new field.

Alter

COMPANY_TBL_GL GL_FICA_ADDL_MED Report ID 14625171Added new field.

Alter

COMPANY_TBL_GL GL_FICA_ADDL_MED Report ID 14625209

Added new field.

Alter

DERIVED_PAY Report ID 13846708Added RL1_PROCESSING_FLG field.

DERIVED_PAY TX810_2_BTN2 Report ID 14086610Modified FieldChange PeopleCode.

PRCSFLG_RL1_LN1 Report ID 13846708Added new view.

Create

PRCSFLG_RL1_LN2 Report ID 13846708Added new view.

Create

PRCSFLG_RL1_VW1 Report ID 13846708

Added new view.

Create

PRCSFLG_RL1_VW2 Report ID 13846708

Added new view.

Create

TAX960_PARM NOTIFY_METHOD Report ID 14186400Modified SaveEdit PeopleCode.Modified default value to '1'.

TAXFORM_ERN Report ID 13512178Modified RowInit PeopleCode.

Create

PY_EARNS_WRK PY_NY_DERIVED_RATEPY_NY_IND

Report ID 14300607Added 2 new fields to the workrecord

Alter

PY_GARN_UE1_VW Report ID 13926596Modified view SQL to include new

translate value of 'PG'.

Create

PY_GARN_UE1_LNG Report ID 13926596Modified view SQL to include newtranslate value of 'PG'.

Create

PY_GARN_UE2_VW Report ID 13926596Modified view SQL to include newtranslate value of 'PG'.

Create

PY_GARN_UE2_LNG Report ID 13926596Modified view SQL to include newtranslate value of 'PG'.

Create

RC_CAN_YE RL1_PROCESSING_FLG Report ID 13846708Removed FieldChange PeopleCode.Modified RowInit PeopleCode.

RC_QTR_UI REPORTING_MEDIUM Report ID 11617257Modified SaveEdit PeopleCode.

RC_TAX810MI Report ID 14086610Added new Record for MI QuarterlyReport Parameters.Added RowInit PeopleCode for field

OPRID.

Create

RC_TAX810VT_PRM Report ID 11617257Added new Record for VT Quarterly

Report Parameters.Added RowInit PeopleCode for fieldOPRID.

Create

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Name Field Description Create

/Alter

881 890900910

RC_TAX916PA Report ID 13684257Added new record.Added RowInit PeopleCode for field

OPRID.Added FieldChange, RowInit andSaveEdit PeopleCode for field

EE_DETAIL_FLAG.

Create

R_TAX916PA Report ID 13684257Added new record.

Create

RL1_TAXFORM_VW Report ID 13846708Added EFFDT field.

Create

Security (Permission Lists):

Menu Menu ItemDescription 881890900910

MANAGE_ANNUAL_TAX_RPTG_US RUN_TAX916PA Report ID 13684257Added new menu item for permissionlists HCCPPY1000 and HCCPFGALLP.

MANAGE_ANNUAL_TAX_RPTG_U.S. RUN_TAX916PA Report ID 14378569

Added new page for Permission listsCPPY1000 and CPFGALLP.

MANAGE_QUARTERLY_TAX_RPTG_US RUN_TAX810IL-NC

Report ID 14086610 Added new pagefor Permission lists HCCPPY1000 andHCCPFGALLP.

Strings Table:

Program ID String ID Description 881890900910

CTX910AU RV1_OTHER_INFO Report ID 14515804Added new string.

CTX910AS RV1_OTHER_INFO Report ID 14515804Added new string.

CTX910AA RV1_OTHER_INFO Report ID 14515804Added new string.

Translate Values:

Field Description 881890900910

GARN_ELEMENT1 Report ID 13926596Added new translate value 'PG' for prior garnishments.

GARN_ELEMENT2 Report ID 13926596

Added new translate value 'PG' for prior garnishments.

TAX_CLASS Report ID 14324543Added new values 6 and 7.

TAX_CLASS Report ID 14367939Added new values 6 and 7.

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XMLP Data Definitions:

Data Source ID Description 900 910

PYW212 Report ID 13368241

Added new Data Source Definition for 2012.

PYW2AS12 Report ID 13368241Added new Data Source Definition for 2012.

PYW2C12 Report ID 13368241Added new Data Source Definition for 2012.

PYW2GU12 Report ID 13368241Added new Data Source Definition for 2012.

PYW2VI12 Report ID 13368241

Added new Data Source Definition for 2012.

XMLP Report Definitions:

Report Name Description 900 910

PYW212N_CO Report ID 13368241

New W2 Company print template for 2012.

PYW212N_EE Report ID 13368241New W2 Employee print template for 2012.

PYW212N_GVT Report ID 13368241New W2 Government print template for 2012.

PYW212N_SM Report ID 13368241New W2 Self Mailer template for 2012.

PYW212S_EE Report ID 13368241New W2 Employee self service template for 2012.

PYW2AS12N_CO Report ID 13368241

New W2-AS Company print template for 2012.

PYW2AS12N_EE Report ID 13368241

New W2-AS Employee print template for 2012.

PYW2AS12N_GV Report ID 13368241New W2-AS Government print template for 2012.

PYW2AS12S_EE Report ID 13368241New W2-AS Employee self service template for 2012.

PYW2C12N_CO Report ID 13368241New W2-C Company print template for 2012.

PYW2C12N_EE Report ID 13368241

New W2-C Employee print template for 2012.

PYW2C12N_GVT Report ID 13368241

New W2-C Government print template for 2012.

PYW2C12S_EE Report ID 13368241New W2-C Employee self service template for 2012.

PYW2GU12N_CO Report ID 13368241New W2-GU Company print template for 2012.

PYW2GU12N_EE Report ID 13368241New W2-GU Employee print template for 2012.

PYW2GU12N_GV Report ID 13368241New W2-GU Government print template for 2012.

PYW2GU12S_EE Report ID 13368241

New W2-GU Employee self service template for 2012.

PYW2VI12N_CO Report ID 13368241New W2-VI Company print template for 2012.

PYW2VI12N_EE Report ID 13368241New W2-VI Employee print template for 2012.

PYW2VI12N_GV Report ID 13368241New W2-VI Government print template for 2012.

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Report Name Description 900 910

PYW2VI12S_EE Report ID 13368241New W2-VI Employee self service template for 2012.

XMLP Template Definition:

Template ID Description 900 910PYW212N_CO_1 Report ID 13368241

New W2 company print template for 2012.

PYW212N_EE_1 Report ID 13368241New W2 Employee print template for 2012.

PYW212N_GVT_1 Report ID 13368241New W2 Government print template for 2012.

PYW212N_SM_1 Report ID 13368241New W2 Self Mailer print template for 2012.

PYW212S_EE_1 Report ID 13368241New W2 Employee self service print template for 2012.

PYW2AS12N_CO_1 Report ID 13368241New W2-AS company print template for 2012.

PYW2AS12N_EE_1 Report ID 13368241

New W2-AS Employee print template for 2012.

PYW2AS12N_GV_1 Report ID 13368241New W2-AS Government print template for 2012.

PYW2AS12S_EE_1 Report ID 13368241New W2-AS Employee self service print template for 2012.

PYW2C12N_CO_1 Report ID 13368241New W2-C company print template for 2012.

PYW2C12N_EE_1 Report ID 13368241New W2-C Employee print template for 2012.

PYW2C12N_GVT_1 Report ID 13368241New W2-C Government print template for 2012.

PYW2C12S_EE_1 Report ID 13368241New W2-C Employee self service print template for 2012.

PYW2GU12N_CO_1 Report ID 13368241New W2-GU company print template for 2012.

PYW2GU12N_EE_1 Report ID 13368241New W2-GU Employee print template for 2012.

PYW2GU12N_GV_1 Report ID 13368241New W2-GU Government print template for 2012.

PYW2GU12S_EE_1 Report ID 13368241New W2-GU Employee self service print template for 2012.

PYW2VI12N_CO_1 Report ID 13368241New W2-VI company print template for 2012.

PYW2VI12N_EE_1 Report ID 13368241New W2-VI Employee print template for 2012.

PYW2VI12N_GV_1 Report ID 13368241New W2-VI Government print template for 2012.

PYW2VI12S_EE_1 Report ID 13368241New W2-VI Employee self service print template for 2012.

Date post:	04-Jun-2018
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Tax 12E Notes

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