9.00 - PeopleSoft Payroll Tax Update 11-D - AUPSP - Homeaupsp.anderson.edu/uploads/docs/old/TAX11D900-notes.doc · Web viewPeopleSoft Payroll for North America Tax Update 11-D Tax

PEOPLESOFT PAYROLL FOR NORTH AMERICA

TAX UPDATE 11-DTAX UPDATE NOTES - RELEASE 9.0

PeopleSoft Payroll for North America Tax Update 11-D includes updates to U.S. tax and garnishment tables, COBOL program and store statement changes, and re-delivered SQRs for U.S. and Canadian payroll reporting. These tax update notes include:

Instructions for updating your system’s tables and a summary of the table changes

A list of COBOL program and store statement changes

A summary of the SQRs delivered with this tax update

An appendix of object changes delivered with this tax update

For Release 9.0, the tax update package also includes the following documentation files:

UPD860812_INSTALL.htm “PeopleSoft Application Update Installation Instructions” UPD860812_CODECHANGES.rtf PS Print Project Report for Release 9.0

You must follow the instructions in the UPDxxxxxx_INSTALL.htm document to apply the object changes listed in the appendix of this document before applying the COBOL and store statement changes, running the DataMover scripts, or using the SQRs delivered in this tax update. Before applying Tax Update 11-D, you must apply all previous tax updates.

Unless otherwise indicated by a specific posting date, Report IDs referenced in these tax update notes have not been posted to My Oracle Support.

P E O P L E SO F T PR O P R I E T A R Y A N D C O N F I D E N T I A L TAX 11D900- N O T E S .D O C - 1

P E O P L E SO F T PA Y R O L L F O R N O R T H A M E R I C A T A X U P D A T E 11-D - R E L E A S E 9 .0 A U G U S T 22 , 2011

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2 – TAX11D900-N O T E S . D O C PE 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

A U G U S T 22 , 2011 P E O P L E SO F T PA Y R O L L F O R N O R T H A M E R I C A T A X U P D A T E 11-D – R E L E A S E 9 .0

Updating Your Tables

Tax Update 11-D includes the following files for updating the tables in your PeopleSoft system.

File Contentsupd860812_01.datupd860812_01.dms

U.S. tax table updates

upd860812_02.datupd860812_02.dms

Garnishment table updates

upd860812_03.dms Database stamp(There is no .dat file associated with this .dms file.)

upd860812_04.datupd860812_04.dms

Update the Special Accumulator Table with the new Special Accumulator Code CTS

(Report ID 12578641)

upd860812_05.datupd860812_05.dms

Strings table

upd860812_msg.datupd860812_msg_i.dms

Message catalog

Both U.S. and Canadian customers should apply the garnishment, database stamp, special accumulator table, strings table, and message catalog updates.

The DataMover script (.dms) files identify the input data file (.dat) as well as the output log message file. The directory where DataMover looks for the input data file and the log file is specified in your Configuration Manager.



Special Notes – Canada

Amending, Cancelling and Reprinting T4A Slips for Tax Reporting Years Prior to 2010

The Canada Revenue Agency (CRA) redesigned the T4A form for 2010 tax reporting. Significant changes to the 2010 form included 1) the redesign of box codes from two digits to three digits, and 2) the elimination and replacement of footnote codes with “Other Information” boxes.

As a result of these form changes, the T4A slip information from prior years was available for viewing, but could not be amended or reprinted. With this tax update, product modifications are being delivered to allow for T4A slips to be amended, cancelled and reprinted for tax years prior to 2010.

Amending a T4A Slip for 2009 or Prior

The T4A amendment process has been modified to retrieve the list of box codes defined on the Tax Form Definition table that corresponds to the tax year of the slip that is being amended. If the amended T4A slip is for tax year 2009 or prior, the pre-2010 two-digit box codes will be used. Otherwise, the current year’s three-digit box codes will be used.

In the following example, a T4A slip will be amended for “Calendar Year” 2009. When the “Box” field is prompted on the Amend/Cancel T4A Slip page, the pre-2010 two-digit box codes applicable to 2009 tax reporting are provided for selection.



In contrast, following is an example of the 3-digit box codes that will be provided for amending the T4A slip for tax reporting year 2010 or later.

Creating and Printing an Amended T4A Slip for 2009 or Prior

The “Processing Type” options provided on the Create T4A PDF Slips and Print T4A Slips run control pages will be controlled by the tax 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 2010 or later, all existing “Processing Type” options will be available for selection.



If the year specified is 2009 or prior, all options except the options to print original or reissued slips will be available.



The same “Processing Type” options will be available on the Print T4A Slips run control page.

If the year specified on the Tax Reporting Parameters table is 2010 or later, all existing “Processing Type” options will be available for selection. If the year specified is 2009 or prior, all options except the options to print original or reissued slips will be available as illustrated below:

Refer to the section titled “Canadian SQRs delivered with Tax Update 11-D” for a complete list of the SQR programs that have been modified to support these changes.


The creation of the XML file for submission to the CRA (CTX910XM.SQR) and the electronic audit program (CTX912X.SQR) will use the current year’s schema and report format to conform to the CRA’s requirements.



Special Note – Preparing for U.S. Year End Reporting 2011

If 2011 will be your first year producing Form W-2 using PeopleSoft Payroll for North America . . .

If 2011 will be your first year 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 in Solution Document ID 635458.1. You must run this special script to prepare your Tax Form Definition Table for 2011 year-end processing. Running this script will ensure that your Tax Form Definition Table is current up through 2010 year-end changes and ready for upcoming 2011 year-end changes to be delivered in future tax updates.

If you produced Form W-2 for 2010 using PeopleSoft Payroll for North America . . .

Employers who completed year end processing and produced Form W-2 for tax year 2010 using PeopleSoft Payroll for North America must not run the special script described above and should not request it from Oracle Software Support.

Ordering W-2 Forms for Tax Year 2011

RR Donnelley has updated their website with information on year-end tax forms for 2011:

http://www.rrd.com/wwwPeopleSoft/

In preparing to order W-2 forms for tax year 2011, employers should consider the following issues:

Employers who will be reporting W-2 data to any state where their state Employer Identification Number (EIN) is greater than 12 characters in length should not order Form ID LSR02A (the “four-corner” format which prints four W-2s per page at the four corners of the page). W-2 Form ID LSR02A does not provide sufficient space in box 15 to print State EINs that exceed 12 characters.

States that are currently known to issue Employer Identification Numbers that exceed 12 characters include Kansas, Utah, and Wisconsin. Employers who are considering ordering W-2 Form ID LSR02A should first review all of their state EINs to confirm that none of them exceed 12 characters in length.

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

Employers who report W-2 data to New Jersey should be aware that, because of the unusually large number of data items that New Jersey requires to be separately printed on Form W-2, there is a very high incidence of data overflow that results in the printing of a second New Jersey W-2 form for each employee with New Jersey reportable data. With the new requirement in tax year 2009 to print the amount deducted for New Jersey Family Leave Insurance (in addition to the amounts deducted for disability insurance and the various components of the New Jersey unemployment insurance program), the problem of data overflow for New Jersey W-2 reporting affected even more employees.

To avoid running short of W-2 forms, in determining the quantity of forms to order, it is suggested that employers anticipate that two forms will be needed for each instance of an employee with W-2 data to be reported to New Jersey.


http://www.rrd.com/wwwPeopleSoft/


Special Notes – U.S.

Connecticut Withholding Tax ChangesFor the August 1, 2011, Connecticut withholding tax changes, the COBOL programs delivered in Tax Update 11-D are the latest and most complete versions and include updates to resolve additional issues related to the new Special Accumulator “CTS” which were reported after the two individual special postings described in the separate document delivered with this tax update (Connecticut Withholding Tax Changes August 1, 2011). Customers who have found that the Special Accumulator “CTS” balance is not being correctly updated for certain employees should find the problem resolved after applying Tax Update 11-D and re-testing.




Overflow Wage Statement Pages

Tax Update 11-D delivers new functionality to create overflow wage statement pages in order to print complete earnings detail information when the number of lines of earnings detail information exceeds the space available on a single page wage statement. This new functionality is available only when using XMLP to create checks and advices.

A new Overflow Statements checkbox is added to the Paycheck Options Table as shown below.

To create overflow wage statement pages, you must (1) select the Overflow Statements checkbox, and (2) use the new Report Definitions PRTOFCHK and PRTOFADV for printing, and the new Report Definitions SSPOFCHK and SSPOFADV for employee self-service, as illustrated in the Paycheck Options Table below.

When the new overflow wage statements function is selected, additional wage statement pages will be generated whenever an employee’s number of earnings detail lines (all earnings with either a current pay period amount or a YTD balance greater than zero) exceeds 13, which is the maximum number that can be printed on the first wage statement page. Using the overflow wage statement feature, a maximum of 60 earnings detail lines can be printed – 13 on the first wage statement page, and 47 additional lines on the overflow wage statement page.

10 – TAX 11D900- N O T E S .D O C PE 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

The Overflow Statements checkbox is selected and Report Definitions for overflow wage statements are specified. Overflow wage statement pages will be generated.

New field ->


Note: Once an employee has more than 13 different earnings with YTD balances greater than zero, overflow wage statement pages will continue to be produced for the employee for each payroll processed for the remainder of the calendar year. You will need to take this factor into consideration in determining whether you may need to order increased quantities of form stock for printing checks and advices.

Blank check/advice stock must be used; preprinted stock cannot be used. The new overflow wage statement functionality was tested on two different blank check/advice forms stock from R R Donnelley. Contact R R Donnelley directly at 1-877-526-3885 with inquiries regarding compatible blank forms stock.

If you select Overflow Statements checkbox without also selecting the new Report Definitions (PRTOFCHK and PRTOFADV for printing and SSPOFCHK and SSPOFADV for employee self-service), an error message will be generated when you try to save the entry, as shown below.

P E O P L E SO F T PR O P R I E T A R Y A N D C O N F I D E N T I A L TAX11D900-N O T E S . D O C - 11

Overflow Statements check box is selected but required Report Definitions for overflow wage statements are not specified. Error Message is generated.


If you specify the new Report Definitions for overflow wage statements (PRTOFCHK and PRTOFADV for printing and SSPOFCHK and SSPOFADV for employee self-service) but do not also select the new Overflow Statements checkbox, you may save the entry, but no overflow wage statement pages will be produced. If there are more than 13 earnings detail lines, detail will not be printed for the thirteenth and subsequent earnings, for which instead dollar amounts will roll-up into a total for “Other” earnings as shown below.


Report Definitions for overflow wage statements are specified, but Overflow Statements checkbox is not selected. Overflow wage statements will not be generated.


The following pages provide examples of overflow wage statement pages for a check, a deposit advice, and the self-service view.

Example 1. Shown below and on the following page is a check for an employee whose wage statement includes 17 lines of earnings detail: 16 earnings paid in the current pay period and 1 earnings (HOL) with a YTD balance only.





Example 2. Shown below and on the following page is a deposit advice for an employee whose wage statement includes 17 lines of earnings detail: 8 earnings paid in the current pay period and 9 earnings which have YTD balances only.

.





Example 3. Shown below and on the following page is the self-service view of the deposit advice for the employee in Example 2 whose wage statement includes 17 lines of earnings detail: 8 earnings paid in the current pay period and 9 earnings which have YTD balances only. The format of the paycheck self-service view is identical to the self-service view of the deposit advice. The “NON-NEGOTIABLE” message does not appear in the self-service views, since they will not be printed on check stock.






State Tax Data Error Messages

A new error message is added to prevent saving an employee State Data Record when Tax Marital Status is set to “X” (“Claiming exemption from withholding”) but Special Withholding Tax Status is not set to “Maintain table gross” as shown below.

The error message shown below is generated because in the above example, Tax Marital Status = “X” when Special Withholding Tax Status does not = “Maintain taxable gross”.



The three state-specific error messages shown below will no longer be displayed when the employee’s State Tax Marital Status does not match the employee’s Federal Tax Marital Status if the mismatch condition is a result of setting State Tax Marital Status to “X” (“Claiming exemption from withholding”).




U.S. Changes

Federal / State Tax Table

State Effective Date of Table Entry

Table Update Description

$U 07/01/2011 A new table entry effective-dated 07/01/2011 includes the reduction in the FUTA tax rate from 0.8 % to 0.6 % which is in effect for the period July 1 – December 31, 2011, per the July 28, 2011, revision of IRS Pub. 15 (Circular E):

http://www.irs.gov/pub/irs-pdf/p15.pdf

Note: COBOL program changes which are required to implement the FUTA tax rate reduction are also delivered in this tax update. See the entry for Report ID 12675531 in the later COBOL and Store Statement Changes section of this document for detailed information.

(Report ID 12679903 posted for Release 9 to My Oracle Support by 1 July 2011)

CT 08/01/2011 A new table entry effective-dated 08/01/2011 includes the values needed to calculate Connecticut state withholding tax to be withheld from wages paid on or after August 1, 2011.

http://www.ct.gov/drs/cwp/view.asp?Q=479570&A=1436

http://www.ct.gov/drs/lib/drs/forms/2011withholding/tpg-211.pdf

Note: COBOL program, store statement, and object changes which are required to implement the Connecticut withholding tax changes are also delivered in this tax update. See the separate document delivered with this tax update Connecticut Withholding Tax Changes August 1, 2011.

(Report ID 12614617 posted for Release 9 to My Oracle Support by 25 July 2011)


http://www.ct.gov/drs/lib/drs/forms/2011withholding/tpg-211.pdf

http://www.ct.gov/drs/cwp/view.asp?Q=479570&A=1436

http://www.irs.gov/pub/irs-pdf/p15.pdf


Special Accumulator Table

Warning: If you pay employees subject to Connecticut withholding tax and are already currently using Special Accumulator Code CTS for another purpose, you must review Solution 1340537.1, and then contact Oracle Software Support for additional instructions before proceeding to apply the product modifications delivered in this report.

If you do not pay employees subject to Connecticut withholding tax, but you are already currently using Special Accumulator Code CTS for another purpose, then you must not run the script (updxxxxxx_04.dms) delivered in Tax Update 11-D which updates the Special Accumulator Table.

SpecialAccumulatorCode

Effective Date of Table Entry


CTS 01/01/1900 A new table entry establishes a new Special Accumulator Code CTS which is used to track the taxable portion of supplemental wage payments subject to Connecticut withholding tax. For detailed information on using this new Special Accumulator Code CTS, see the separate document delivered with this tax update Connecticut Withholding Tax Changes August 1, 2011.

Description: CT Supplemental EarningsShort Description: CT SUPPL

(Report ID 12614617 for Release 9 posted to My Oracle Support by 25 July 2011)



Taxable Gross Definition Table

Note: Any user-defined entries you may have previously added to the Taxable Gross Definition Table entries for the jurisdictions listed below will need to be re-added after applying this tax update. User-defined entries are not carried forward when Taxable Gross Definition Table entries are re-delivered.

State/Locality



NY 07/24/2011 A new table entry is added to indicate that effective July 24, 2011, benefits provided to an employee’s same-sex spouse are excluded from New York state taxable wages.

Taxable Gross = DisabilityBase Gross = FUTTaxable Gross Component ID = DPBTax Gross Effect = Subtr From

Taxable Gross = UnemploymentBase Gross = FUTTaxable Gross Component ID = DPBTax Gross Effect = Subtr From

Taxable Gross = WithholdingBase Gross = FWTTaxable Gross Component ID = DPBTax Gross Effect = Subtr From

http://www.tax.ny.gov/pit/withholding_mea.htm


NY/84000Yonkers

07/24/2011 A new table entry is added to indicate that effective July 24, 2011, benefits provided to an employee’s same-sex spouse are excluded from Yonkers taxable wages.




NY/P0001New York City

07/24/2011 A new table entry is added to indicate that effective July 24, 2011, benefits provided to an employee’s same-sex spouse are excluded from New York City taxable wages.









State/Locality



RI 07/01/2011 A new table entry is added to indicate that effective July 1, 2011, benefits provided to an employee’s civil union partner are excluded from Rhode Island taxable wages.

Taxable Gross = DisabilityBase Gross = FUTTaxable Gross Component ID = DPBTax Gross Effect = Subtr From

Taxable Gross = UnemploymentBase Gross = FUTTaxable Gross Component ID = DPBTax Gross Effect = Subtr From


http://www.rilin.state.ri.us/BillText11/HouseText11/H6103Aaa.pdf


WV39460Huntington

07/01/2011 The table entry dated 07/01/2011 previously delivered in Tax Update 11-C is deleted. The table entry had defined wages subject to the new municipal occupation tax which was to have been imposed by the City of Huntington, West Virginia, beginning on July 1, 2011. The proposed tax change has been blocked by a court injunction until further notice.

http://www.cityofhuntington.com/




http://www.rilin.state.ri.us/BillText11/HouseText11/H6103Aaa.pdf


Local Tax Table

State Locality Locality Name OLD Rate/Amt NEW Rate/Amt Effective Date

KY 207 Russell County(Report ID 12666092)

0.002500 / Resident0.002500 / Nonresident


04/01/2011

53976 Mount Olivet(Report ID 12666092)

New entry 0.010000 / Resident0.010000 / Nonresident

01/01/2002

61356 Pioneer Village(Report ID 12666092)


10/01/1992

70086 Shepherdsville(Report ID 12666092)



07/01/2011

79482 Versailles(Report ID 12666092)



07/01/2011

81624 West Buechel(Report ID 12666092)



06/21/2011

81930 West Point(Report ID 12666092)


Low Gross = $19,000.00

06/28/1995

83676 Winchester(Report ID 12666092)



10/01/2011

OH 57918 Octa Village(Report ID 12747098)


12/12/2005

74608 Steubenville(Report ID 12747098)



05/04/2011



State Locality Locality Name OLD Rate/Amt NEW Rate/Amt Effective Date

WV 26452 Fairmont(Report ID 12801189)

New entry Local Tax Calculation Type = Amount per period ($2.00 per week annualized)


Maximum Tax = $104.00

08/01/2011

39460 Huntington(Report ID 12859625)

Local Tax Calculation Type =Rate x Taxable Gross


Maximum Tax = $1,250.00

Local Tax Calculation Type = Amount per period ($3.00 per week annualized)


Maximum Tax = $156.00

(see note below)

The table entry previously delivered in Tax Update 11-C (which changed the tax from $3.00/week to 1.0 % of taxable wages effective July 1, 2011) is deleted. The proposed tax change has been blocked by a court injunction until further notice. With the deletion of the table entry dated 07/01/2011, the tax reverts to the $3.00 per week rate in the table entry dated 04/01/2009.


“The Kanawha Circuit Court has granted a temporary injunction prohibiting the start of the 1% Municipal Occupation Tax but will allow the City to continue to collect the $3.00 per week City Service Fee. Employers should continue to collect and remit the $3.00 per week City Service Fee and use the current City Service Fee withholding forms.”




Local Tax Table – Pennsylvania

Tax Update 11-D includes updates to Pennsylvania Local Earned Income Tax entries in the Local Tax Table based on data downloaded from the “Real-time Register” on the website maintained by the Commonwealth of Pennsylvania. Table updates are delivered for Local Tax Table entries for local Earned Income Taxes for which withholding tax rates do not match the current information downloaded from the “Real-time Register” on the website. All updates to Pennsylvania entries in the Local Tax Table delivered in this tax update are effective-dated 01/01/2011.

http://www.newpa.com/get-local-gov-support/tax-information/earned-income-tax

These Pennsylvania Local Earned Income Tax rate changes downloaded from the Real-time Register on the Pennsylvania website are documented separately in these files delivered with this tax update:

PA11DEIT.doc Word document listing rate changes where Locality = current (pre-Act 32) codePA11DEIT.xls Excel spreadsheet listing rate changes where Locality = current (pre-Act 32) code

PA32EIT11D.doc Word document listing rate changes where Locality = Act 32 PSD codePA32EIT11D.xls Excel spreadsheet listing rate changes where Locality = Act 32 PSD code



http://www.newpa.com/get-local-gov-support/tax-information/earned-income-tax


Local Tax Reciprocity Table - Ohio

Locality of Residence

Locality of Employment

Effective Date

Credit Reduction Percent

Credit Limit Rate Reciprocity Rule:

OH03758 -Baltimore

OH$DFLT

07/01/2010

Action: New table entry to indicate credit is no longer given for tax paid to work locality.

n/a n/a Withhold on total wages in both localities.


OH13036 -Centerburg

OH$DFLT

01/01/2011

Action: New table entry added for existing local tax.

50.00 0.005000 Withhold 100% of calculated work locality withholding on work locality wages. Then calculate residence locality withholding by the applicable method (depending on whether residence locality tax rate exceeds work locality tax rate).


OH57918 -Octa Village

OH$DFLT

12/12/2005

Action: New table entry added for new local tax.

50.00 0.005000 Withhold 100% of calculated work locality withholding on work locality wages. Then calculate residence locality withholding by the applicable method (depending on whether residence locality tax rate exceeds work locality tax rate).




Garnishment Rules Table (U.S.)

State Rule ID Effective Date

Action

VA LEVY-HARD 01/01/1980 The value of the Condition field in Step 5 of the calculation is corrected:

Previous value = If negative, set to zeroCorrected value = None

Prior to the correction, garnishment calculations were correct only when disposable earnings exceeded the exemption amount. When disposable earnings were less than the exemption amount, the employee’s entire disposable earnings amount was incorrectly deducted instead of no amount being deducted for the garnishment.




State Proration Rules Table (U.S.)

State Type of Garnishment

Effective Date

Action

RI Support 01/01/1994 A new table entry dated 01/01/1994 is delivered to change the Prorate Rule ID from CTDET to PCTCUR for Rhode Island support orders, per Rhode Island Statutes Title 15 Domestic Relations, Chapter 15-16 Income Withholding, Section 15-16-12, Allocation of Amounts Withheld.

http://www.rilin.state.ri.us/Statutes/TITLE15/15-16/15-16-12.HTM

In the event that there are two (2) or more income withholding orders against the same income of an obligor, the department shall allocate and distribute the amount remitted by the withholding agent between or among the separate income withholding orders giving priority to current support obligations as follows:

(1) Each obligee shall be allocated an amount in the proportion which each obligee's current support order under income withholding bears relative to the total of all amounts for current support under income withholding orders; and

(2) Any remaining withheld income shall be allocated to each obligee in an amount proportional to which each obligee's arrearage order under income withholding bears relative to the total of all amounts ordered to be paid on arrearages under income withholding orders.






Tax Update 11-D - COBOL and Store Statement Changes for Release 9.0

All payroll users must apply all COBOL and store statement changes included in Tax Update 11-D.

Changed COBOL ModulesThis tax update includes the modified COBOL programs and copy members listed below. Customers should incorporate the source programs into their source libraries and recompile and relink. For delivered copy members, any modules affected by the changed copy members must also be recompiled. For your installation, if you do not have a tool to determine which COBOL modules are affected by the changed copy member(s), we recommend that you recompile all modules.

Changed Store StatementsThis tax update includes the modified store statements listed below. They are located in the COBOL directory. Replace your current version and rerun your store statements using DataMover.

For Release 9.0 Changes are made to COBOL programs:

PSPBENRT.CBL PSPPYGRP.CBLPSPPYNET.CBLPSPSTTRT.CBLPSPTCALC.CBLPSPUSTAX.CBL

Changes are made to copy members:

PSCDARRY.CBLPSCPSLCT.CBLPSCSTTRT.CBL

Changes are made to store statements:

PSPPYGRP.DMSPSPPYNET.DMSPSPSTTRT.DMS



Report IDs

COBOL and Store Statement changes for the following Report IDs are included in this tax update.

Unless otherwise indicated by a specific posting date, Report IDs referenced in these tax update notes have not been posted to My Oracle Support.

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

Report ID Description

12578641 Report ID 12578641 modifies PSPPYGRP.CBL, PSPPYNET.CBL, PSPSTTRT.CBL, PSPTCALC.CBL, PSPUSTAX.CBL, PSPPYGRP.DMS, PSPPYNET.DMS, PSPSTTRT.DMS, and copy members PSCPSLCT.CBL and PSCSTTRT.CBL to support the Connecticut state withholding tax calculation changes required for wages paid on or after August 1, 2011. Please see the separate document delivered with this tax update Connecticut Withholding Tax Changes August 1, 2011 for detailed information on the changes.

(Posted to My Oracle Support as Report ID 12614617 for Release 9 by 25 July 2011.)

Note: Also see the following entries later in this section for Report IDs 12805722 and 12831873, which describe subsequent modifications to some of the above listed modules to resolve issues with the Connecticut withholding tax calculation.

12656977 Report ID 12656977 modifies PSCDARRY.CBL to enable COBOL module PSPBENRT.CBL COBOL to be compiled successfully. Prior to the modifications, compilation of the PSPBENRT.CBL COBOL module abended with “Operand RATE-STYLE-TAXDETAIL is not declared” and “Operand RATE-STYLE-COMPOSITE is not declared” errors if HRMS 9.0 Bundle # 10 was not implemented prior to applying Tax Update 11-C. HRMS 9.0 Bundle # 10 was posted on October 1, 2009.

(Posted to My Oracle Support by 16 June 2011)

12675531 Report ID 12675531 modifies PSPUSTAX.CBL to support the mid-year decrease in the FUTA tax rate from 0.8 % to 0.6 % effective July 1, 2011. The FUTA tax self-adjustment function is changed from a YTD calculation to a QTD calculation to accommodate two different FUTA tax rates in effect during tax year 2011. The tax rate is 0.8 % for wages paid January 1-June 30 and 0.6 % for wages paid July 1-December 31.

Prior to the modifications, the FUTA tax self adjustment calculation was based on YTD FUTA taxable wages, on the assumption that a single FUTA tax rate would be in effect for the entire tax year. With the modifications, the FUTA tax self-adjustment calculation is now based on QTD FUTA taxable wages.

Note: The State Tax Table change for State = $U which is documented in the earlier section of this document changes the tax rate from 0.8 % to 0.6 % and must be applied in conjunction with the program changes.

(Posted to My Oracle Support as Report ID 12679903 for Release 9 by 01 July 2011)

12702423 Report ID 12702423 modifies PSPBENRT.CBL to correctly process the Quebec (QC) taxable benefit deduction in the Canadian Pay Calculation process. Prior to the modifications, in some situations the after-tax and nontaxable benefit deductions were calculated correctly, however, the QC taxable benefit deduction was skipped.



Report ID Description

12805722 Report ID 12805722 modifies PSPSTTRT.CBL, PSPPYGRP.DMS, and PSPPYGRP.CBL to correct the following problems which occurred in the versions of these modules originally delivered in Report ID 12578641 for calculating Connecticut withholding tax on wages paid on or after August 1, 2011:

1. PSPPYGRP.DMS and PSPPYGRP.CBL are modified to change the control data to correctly determine the number of remaining 2011 pay periods when Pay Calendar Table entries for Calendar Year 2012 are present. Prior to the modifications, if Calendar Year 2012 entries were present in the Pay Calendar Table, the program incorrectly included these 2012 calendar entries in counting the employee’s number of remaining 2011 pay periods in determining the amount of Connecticut tax to be withheld.

2. PSPSTTRT.CBL is modified to resolve an error which occurred on DB2 platforms only; the program executed successfully for other platforms. Prior to the modifications PAYCALC abended with the following error message:

SOC7) in PSPSTTRT when calculating the payroll.

PS_STATE_ADDL_A EXEMPTION_AMT on record is INTEGER; PSPSTTRT_S_TAXRTA SELECT-DATA hasEXEMPTION-AMT-A PIC S9(8) COMP-3.

CEE3207S The system detected a data exception (System Completion Code=0C7). From compile unit PSPSTTRT at entry point PSPSTTRT at compile unit offset +00002632 at entry offset +00002632 at address 2566F162.

(Posted to My Oracle Support as Report ID 12805767 for Release 9 by 29 July 2011)

12831873 Report ID 12831873 modifies PSPTCALC.CBL and PSPUSTAX.CBL to correct the following issues found in the versions of these modules originally delivered in Report ID 12578641 for calculating Connecticut withholding tax on wages paid on or after August 1, 2011:

1. The employee lives and works in Connecticut. Prior to the modifications, if the employee had never previously been paid any supplemental earnings and then was paid supplemental wages in addition to regular wages on a check dated later than 07/31/2011, the “CTS” Special Accumulator (which tracks the Connecticut taxable portion of supplemental payments) was not updated correctly.

2. The employee lives in a state other than Connecticut and works both in that resident state as well as in Connecticut. Prior to the modifications, if the employee was paid supplemental wages on a check dated later than 07/31/2011, the “CTS” Special Accumulator (which tracks the Connecticut taxable portion of supplemental payments) was not updated correctly.

In both of the above scenarios, the employee was not a “new hire” (i.e., Hire Date > 07/31/2011) for purposes of the August 1 Connecticut withholding tax requirements, and therefore was subject to the “catch-up” provision of the August 1 Connecticut withholding formula, which uses the “CTS” Special Accumulator balance in the Connecticut withholding tax calculation. Please see the separate document delivered with this tax update Connecticut Withholding Tax Changes August 1, 2011 for detailed information on the “CTS” Special Accumulator.



U.S. SQRs delivered with Tax Update 11-D for Release 9.0

Descriptions of SQR modifications are followed by the Report ID. Unless otherwise indicated by a specific posting date, Report IDs referenced in these tax update notes have not been posted to My Oracle Support.

U.S. Quarterly Reporting SQRs

SQR Description

TAX860LA.SQRRPTSMMRY.SQC

TAX860LA.SQR, in conjunction with RPTSMMRY.SQC, reports quarterly wage and tax data to Louisiana in the SSA EFW2 512-character format. The programs are modified to create a separate file for each employer account (Company) to comply with the Louisiana specifications for the electronic submission of state unemployment quarterly wage data.

https://laors.laworks.net/UIWAGE/Wage/Index-Form.asp

Example:

Employer # 1 (Account Number “ABC”) and Employer # 2 (Account Number “DEF”) will be reported on two separate files:

File # 1: T86LAABCFile # 2: T86LADEF

The output log message file has been updated with this information:

Upon successful completion of this program, one or more files will have been created:T86LAxxx where “xxx” represents a volume identifier for each company code.

Prior to the modifications, only one file containing multiple employer accounts was created.



https://laors.laworks.net/UIWAGE/Wage/Index-Form.asp


Other U.S. SQRs

SQR Description

DDP001.SQR DDP001.SQR creates the Direct Deposit Transmittal File. The program is also modified to add Emplid as a high level key in procedure GET-IAT-Indicator to improve performance.


The program is also modified to store the value of the field PRIORITY as a numeric variable (#PRIORITY) instead of as a character variable ($PRIORITY) in procedure Get-IAT-indicator. Prior to the modifications, the program abended with the following error for customers on OS390 platforms:

SQLCODE = -301, ERROR:The value of input host variable or parameter not valid because of its data type.


DDP002.SQR DDP002.SQR produces the Direct Deposit Register. The program is modified to add Emplid as a high level key in procedure GET-IAT-Indicator to improve performance.


DDP003.SQR DDP003.SQR generates printed pay advices and wage statements for employees who have elected direct deposit. The program is redelivered with the following modifications:

1. The program is modified to create overflow wage statement pages in order to print complete earnings information when the number of lines of earnings detail information exceeds the space available on a single page wage statement. See the Special Notes – U.S. section earlier in this document for a description of the new functionality.


2. The program is modified to add the rtrim function for the variable &E.State in procedure Get-Earnings-Details. Prior to the modifications, the rtrim function was not used to identify California and New York employees, which may have caused issues on some platforms because the state field is defined as char 6.

(Report ID12679300)

PAY003.SQR PAY003.SQR generates printed paychecks and wage statements for employees. See the entry for DDP003.SQR immediately above for information on the modifications to PAY003.SQR.

(Report IDs 11637359 and 12679300)



SQR Description

PYXMLTAG.SQC PYXMLTAG.SQC defines the XML element tags. See the previous documentation for DDP003.SQR for information on the modifications.

(Report ID 1163759)



Canadian SQRs delivered with Tax Update 11-D for Release 9.0

Descriptions of SQR modifications are followed by the Report ID. Unless otherwise indicated by a specific posting date, Report IDs referenced in these tax update notes have not been posted to My Oracle Support.

SQR Description

CTX910AA.SQR CTX910AA.SQR produces an audit register of amounts to be reported on amended, cancelled, and reissued year-end tax slips. The report produces employee detail information for each of these special types of slips, together with the information for the corresponding original slip. The program is modified to retrieve the pre-2010 two-digit box codes for T4A amendments for tax years 2009 and prior.


CTX910AP.SQR CTX910AP.SQR produces formatted laser T4A slips with a variety of sort options and copy types. Processing type options provide for original, amended, cancelled, and reissued slips, as well as the reprinting of duplicate slips. The program is modified to only process T4A slips for tax years 2010 and later.


CTX910AS.SQR CTX910AS.SQR produces a summary of amended and cancelled slips together with supporting employee details for year-end balancing purposes. The latest version of each amended/cancelled year-end slip is reported and compared with the corresponding original slip, to produce the net differences between the two versions. The program is modified to retrieve the pre-2010 two-digit box codes for T4A amendments for tax years 2009 and prior.


CTX910PP.SQR CTX910PP.SQR is a new program that produces laser T4A slips for tax years 2009 and prior using a form flash with a variety of sort options and copy types. Processing type options provide for amended, cancelled, and the reprinting of selected slips.

Note: This program will be executed through the existing Create T4A PDF Slips and Print T4A Slips run control pages. The program will automatically be generated when printing or creating PDF slips for tax year 2009 or prior.




SQR Description

CTX910XM.SQR CTX910XM.SQR produces an XML file for electronic internet reporting of original, amended (including cancellations) and reissued T4 and T4A information. It also produces a corresponding summary report that can be used for completing required government forms and for balancing. The program is modified to:

1. Convert pre-2010 T4A two-digit box codes to the current year’s three-digit box codes for amendment processing.Note: The creation of the XML file for submission to the CRA will use the current year’s schema and report format to conform to the CRA’s requirements.(Report ID 11724643)

2. Create the summary total only when there is an open amendment record. Prior to the modifications, the summary total included closed amendments (from the first amendment process run) when the following conditions applied:a. The filer had multiple payroll account numbers, andb. The amendment process was run multiple times, andc. The amendment runs were associated with different payroll account numbers.(Report ID 11897912)

CTX912X.SQR CTX912X.SQR produces a T4 and/or T4A electronic reporting audit that reflects the data reported on the transmitter record of the XML file. Accumulated totals and summary record pages are provided for balancing purposes. The program is modified to retrieve the Box descriptions from the Tax Form Definition table for the current year regardless of the tax year of the slip that is being processed.

Note: The audit program will use the current year’s schema and report format to conform to the CRA’s requirements.




Previous Updates

Tax Update 11-C U.S. – Withholding tax changes for North Dakota and the City of Yonkers, New York; Florida minimum wage increase; Local Tax Table changes for Alabama, Illinois, Kentucky, Ohio, Pennsylvania, and West Virginia; Garnishment Rules Table change for Massachusetts; delivery of new Local Tax Table entries using PSD codes for Pennsylvania Act 32; new wage statement data for California and New York; new functionality for state taxation of adult child health care premiums; redelivered SQR programs.

Canada – Provincial tax changes for Manitoba, New Brunswick, Nova Scotia, and Saskatchewan.

Tax Update 11-B U.S. – Withholding tax changes for Illinois, Oregon, and Puerto Rico; 2011 unemployment taxable wage base increase for U.S. Virgin Islands; 2011 Massachusetts unemployment health insurance tax rate increase; Local Tax Table changes for Ohio, Pennsylvania, and West Virginia; Local Tax Reciprocity Table update for Ontario, Ohio; Taxable Gross Definition Table changes for New Jersey and Wisconsin; Garnishment Rules Table changes for Maine, Missouri, and U.S. Federal and Arizona tax levies; redelivered SQR programs.

Canada – Redelivery of year-end SQR programs for the T4A slip.

Tax Update 11-A U.S. – Social security employee tax rate reduction and related Massachusetts withholding tax calculation adjustment; 2011 U.S. Federal withholding tax changes (including for nonresident alien employees); 2011 withholding tax changes for Colorado, Hawaii, Maine, Maryland, Missouri, New Mexico, North Dakota, Oklahoma, Rhode Island, Vermont, and New York City; new Arizona tax withholding percentage election option; 2011 state unemployment taxable wage base change for Alaska; 2011 state disability taxable wage base change for Hawaii; new Tax Marital Status value for employees claiming exemption from state withholding tax; Local Tax Table changes for Indiana, Maryland, Ohio, Pennsylvania; Local Tax Reciprocity Table update for Ohio; redelivered SQR programs. Canada – Provincial tax changes for Quebec and the Northwest Territories; redelivery of year-end SQR programs.



Appendix: Object Changes delivered in Tax Update 11-D

Application Engine Programs:Program Description 801 831 881 890 900 910PY_RETROPAY_EVENT.Handlers.UpdateRetroAddlPay Report IDs 12642293/12616762

Modified PeopleCode.

Business Processes:Name Description 801 831 881 890 900 910ReviewChangeFederalW4Info Report ID 12370603

Modified the Activity.

Components:Name Description 801 831 881 890 900 910ADDITIONAL_PAY.CAN Report ID 12642293

Modified PostBuild PeopleCode.ADDITIONAL_PAY.USA Report ID 12642293

Modified PostBuild PeopleCode.PY_IC_PAY_INQ Report ID 12734226

Modified PostBuild PeopleCode.Modified PY_IC_PI_WRK.PAYCHECK_PB FieldChange PeopleCode.Modified PY_IC_PI_WRK.VIEW_PAYCHECK_PB FieldChange PeopleCode.

PY_T4A_PRT_CAN Report ID 11724643Added PreBuild PeopleCode.Added RowSelect PeopleCode on PRCSRQSTDLGLIST record.Added FieldChange PeopleCode on DERIVED_PAY.T4A_PROCESSING_FLG field.

RUN_CTX910AP Report ID 11724643Added PreBuild PeopleCode.Added RowSelect PeopleCode on PRCSRQSTDLGLIST record.Added FieldChange PeopleCode on DERIVED_PAY.T4A_PROCESSING_FLG field.

RUN_CTX910XM Report ID 11724643Added PreBuild PeopleCode.

STATE_TAX_TABLE Report ID 12578641Added four new pages. Added Component PeopleCode.

Fields:Field Description 801 831 881 890 900 910PY_CHK_OVERFLOW Report ID 11637359

Added new field.RECAPTURE_TAX Report ID 12578641

Added new field.TAX_RT Report ID 12578641

Added new label.TX810_2_BTN1 Report ID 12432367

Removed 'LA' from the label Long and Short names.



Message Catalog:Message Set Number

Message Number

Description 801 831 881 890 900 910

2000 142 Report ID 12578419Modified the message.

2000 839 Report ID 11637359Added new message.

2000 836 Report ID 11810998Modified the message.

2000 837 Report ID 11810998Added new message.

Pages: Name Description 801 831 881 890 900 910CAN_YE_AMEND_SLIP3 Report ID 11724643

Modified the prompt and description on T4A Box.Added Page Activate PeopleCode.

LOCAL_TAX_TABLE1 Report ID 12751186Modified Group Box Properties.

PY_IC_PI_LIST Report ID 12734226Removed EOPP_SCRETURN_SBP subpage.Modified Page Activate PeopleCode.

PY_IC_W4_DATA Report ID 12318768Added new field from work record.

PY_RC_PRTT4A_CAN Report ID 11724643Modified the prompt on Processing Type.Added Page Activate PeopleCode.

PY_SSP_SETUP_OPTN Report ID 11637359Added Overflow Statements checkbox.

RUNCTL_CTX910AP Report ID 11724643Modified the prompt on Processing Type.Added Activate PeopleCode.

RUNCTL_CTX910XM Report ID 11724643Added Page Activate PeopleCode.

RUNCTL_TAX810IL Report ID 12432367Modified Page Activate PeopleCode.

STATE_TAX_TABLE3_A Report ID 12578641Added new Page.Added Page Activate PeopleCode.

STATE_TAX_TABLE3_B Report ID 12578641Added new Page.Added Page Activate PeopleCode.

STATE_TAX_TABLE3_D Report ID 12578641Added new Page.Added Page Activate PeopleCode.

STATE_TAX_TABLE3_E Report ID 12578641Added new Page.Added Page Activate PeopleCode.

Process Definitions:Name Description 801 831 881 890 900 910CTX910PP Report ID 11724643

Added new SQR.



Job Definitions:Name Description 801 831 881 890 900 910PYYET4P Report ID 11724643

Added new Job.

Records: Name Field Description Create/

Alter801 831 881 890 900 910

CAN_AMEND_T4A_D

BOX

CAN_YE_BOX_TEXT

CORRECTED_AMOUNT

Report ID 11724643Modified the prompt on the BOX field.

Modified FieldChange and RowInit PeopleCode. Added SaveEdit PeopleCode.

Modified SaveEdit PeopleCode.

Modified FieldChange and SaveEdit PeopleCode.

CAN_AMEND_T4A_S EMPLID Report ID 11724643Modified SavePostChange PeopleCode.

DERIVED_PAY Report ID 11724643Added T4A_PROCESSING_FLG field.

DERIVED_PAY TX810_2_BTN1 Report ID 12432367Modified FieldChange PeopleCode.

FUNCLIB_PAY RETURN_CD Report ID 11931931Modified FieldFormula PeopleCode.

FUNCLIB_RETRO UPDATE_RQST Report IDs 12642293/12666365Modified FieldFormula PeopleCode.

GENL_DEDUCTION EMPLID Report ID 12317053Modified SavePostChange PeopleCode.

GL_GEN_HIST_VW RUN_ID Report ID 12357514 Modified properties for field RUN_ID to include field as a Search Key.

GVT_IRR_ADJ_SRC Report ID 12370603Changed VIEW SQL text.

GVT_PRIO_ADJ_VW Report ID 12370603Changed Key structure of view.

Re-Create View

PAY_EARNINGS COMPANY Report ID 12573501Modified SaveEdit PeopleCode.

PAY_NA_DED_E_VW DED_CUR Report ID 12651888Modified RowInit PeopleCode.

PAY_NA_TAX_E_VW TAX_CUR Report ID 12651888Modified RowInit PeopleCode.

PRCSLFG_T4A_LN1 Report ID 11724643Added new view.

Create

PRCSFLG_T4A_LN2 Report ID 11724643Added new view.

Create

PRCSFLG_T4A_VW1 Report ID 11724643Added new view.

Create



Name Field Description Create/Alter

801 831 881 890 900 910

PRCSFLG_T4A_VW2 Report ID 11724643Added new view.

Create

PY_IC_W4_FTX_VW EMPLID Report ID 11810998Modified Save Edit PeopleCode.

PY_IC_W4_DATA EMAIL_ADDR Report ID 12318768Added field to the record.Added SaveEdit PeopleCode.

PY_SSP_OPTN_HDRPY_CHK_OVERFLOW

PY_SSP_SETUP_ID

Report ID 11637359Added field to the record.Added RowInit and SavePreChange PeopleCode.

R_CTX910XM_PD Report ID 11724643Added new record.

Create

RC_CAN_YE T4A_PROCESSING_FLG Report ID 11724643Modified FieldChange and RowInit PeopleCode.

RC_QTR_UI REPORTING_MEDIUM Report ID 12432367 Modified SaveEdit PeopleCode.

ROE_SRCH OPRIDROWSECCLASS

Report ID 12670701Added fields to the record and changed corresponding SQL.

Create View

STATE-ADDL-A STATEEFFDTTAX_STATUSLOW_GROSSEXEMPTION_AMT

Report ID 12578641Added new Record.

Create

STATE-ADDL-B STATEEFFDTTAX_STATUSLOW_GROSSTAX_RT


Create

STATE-ADDL-D STATEEFFDTTAX_STATUSLOW_GROSSLOW_TAX


Create

STATE-ADDL-E STATEEFFDTTAX_STATUSLOW_GROSSRECAPTURE_TAX


Create

STATE_TAX_DATA EMPLID

SPECIAL_SWT_STATUS

SPECIAL_SWT_STATUS

SWT_ALLOWANCES

SWT_MAR_STATUS

Report ID 11810998Modified SaveEdit PeopleCode.

Modified FieldEdit PeopleCode.



Modified SaveEdit PeopleCode.T4A_TAXFORM_VW2 Report ID 11724643

Added new view.Create

Security (Permission List) Changes:Menu Menu Item Description 801 831 881 890 900 910DEFINE_PAYROLL_TAXES Report ID 12578641

Added new pages.



HCCPPY1000, HCCPFGALLP

CPPY1000, CPFGALLP

Strings Table:Program ID String ID Description 801 831 881 890 900 910CTX910AA T4A_FOOTNOTE

BX38_CODEFN_CODE

Report ID 11724643Added string ID.

CTX910AS T4A_FOOTNOTEBX38_CODEFN_CODET4A_FT_TOTALSNOT4A_FT_TOTALS

Report ID 11724643Added string ID.

XMLP Data Definition:Data Source ID Description 900 910OFADVICES Report ID 11637359

Added new Data Source.OFCHECKS Report ID 11637359

Added new Data Source.

XMLP Report Definition:Report Name Description 900 910PRTOFADV Report ID 11637359

Added new Report Definition.PRTOFCHK Report ID 11637359

Added new Report Definition.SSPOFADV Report ID 11637359

Added new Report Definition.SSPOFCHK Report ID 11637359

Added new Report Definition.

XMLP Template Definition:Template ID Description 900 910PRTOFADV_1 Report ID 11637359

Added new Template.PRTOFCHK_1 Report ID 11637359

Added new Template.PYOVRFLOW Report ID 11637359

Added new Template.PYSTMPLT Report ID 11637359

Updated Template.SSPOFADV_1 Report ID 11637359

Added new Template.SSPOFCHK_1 Report ID 11637359

Added new Template.


Documents

9.00 - PeopleSoft Payroll Tax Update 11-D - AUPSP - Homeaupsp.anderson.edu/uploads/docs/old/TAX11D900-notes.doc · Web viewPeopleSoft Payroll for North America Tax Update 11-D Tax