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USPS Roundtable ACCESS February 25 , 2010. Calendar Year End Recap. All District Files Were Submitted on 2/16 W2’s Social Security confirmed Completion on 2/19/2010 Ohio Department of Taxation W2’s Electronic Media / IT-3 Rec’d confirmation 2/19 Employee copies 11,248 - PowerPoint PPT Presentation
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USPS RoundtableUSPS RoundtableACCESSACCESS
February 25 February 25,, 2010 2010
Calendar Year End RecapCalendar Year End RecapAll District Files Were Submitted on 2/16
W2’s Social Security confirmed Completion on 2/19/2010
Ohio Department of Taxation W2’s Electronic Media / IT-3 Rec’d
confirmation 2/19
◦ Employee copies 11,248
◦ Employer copies: 5,624
◦ City Copies: 3,804
Corrections can be processed with a W2-C to SSA
Post Calendar Year End Post Calendar Year End Settings:Settings:USPS Calendar Year-end Closing
Procedures RUN USPS_CY
Create ticket needs to be bolder and have a check off
Any other suggestions:
OSDI and City Taxes
New deductions?
Ohio Department of Ohio Department of TaxationTaxation
Special note: The state
income tax withholding tables
have not changed for 2010.
The tables issued effective
Jan. 1, 2009 will continue to
apply to 2010 and future
years.
http://tax.ohio.gov/
documents/forms/
school_district_income/2010/
WTH_EmployerLetter.pdf
Ohio Department of Ohio Department of TaxationTaxationOhio Taxes withheld for neighboring stateOhio Taxes withheld for neighboring state
In error, I withheld Ohio state income tax for an employee who lives
in a neighboring state with which Ohio has a reciprocal agreement.
How can my employee get a refund of their erroneous withholding?
A resident of Indiana, Kentucky, Michigan, Pennsylvania and West Virginia who had Ohio state
income tax erroneously withheld from their wages during the preceding calendar year can file Ohio
form IT 1040 to receive their refund.
The reciprocity wages earned in Ohio should be deducted on Schedule A of form IT 1040, and
deducted on line 2 on the front of form IT 1040. Any remaining tax is deducted by calculating a non-
resident credit on Schedule D of form IT 1040.
Visit The Ohio Department of Taxation for a question regarding errors and
refunds
http://tax.ohio.gov/documents/forms/school_district_income/2010/
WTH_EmployerLetter.pdf
Setup for Ohio/PA STATE Setup for Ohio/PA STATE TAXTAX
ODJFS ReportODJFS Report
Highlights USPS Software Highlights USPS Software Updates:Updates:December 2009 ReleaseDecember 2009 Release The following fields must be filled in
when flag is set to Reportable to EMIS “Y”
◦ BIOSCN - Gender ◦ DEMSCN – Sex, Race◦ JOBSCN – Position type, separation reason,
Appointment type ◦ POSSCN – Position type, Separation Reason,
Certificate Application, Appointment Type, Qualified ParaPro and HQPD
Highlights December 2009 Highlights December 2009 ReleaseReleaseDEDSCN:
The add function will now display the employee first name (prior only last name)
BRDDIS:Account code has been added to the sort to prevent duplicate entries
PERDET:Birth date Validation eliminated
Master teacher field no longer reported
Highlights December 2009 Highlights December 2009 ReleaseReleaseQRTRPT:
◦ Demand Report for previous closed quarter was not displaying correct year:
The user will be prompted to enter the year and quarter on the demand report for a previous closed quarter
◦ Vehicle Lease amount will be cleared on the 001 deduction record when user clears YTD Amounts
◦ Warning Message if a user goes to clear YTD amount and the YTD has already been closed.
Third Party SoftwareThird Party SoftwareFormShare Electronic Signature
Approval of Requisitions
and Leave forms.
CCTC Final Testing
Phase
MCESC
Youngstown
Columbiana Ex. Village
Struthers
CPI – 403B reporting Replacement for
Gatekeeper
5 Programs have been
added to the USPS_LCL
Menu.
◦ Documentation is
available online
Refund of Annuity…why?Refund of Annuity…why?Annuity Company
Returned employee contributions and is no longer
active participant in program. District received the
full deduction check back.
Payroll Error
Money was taken out of employee’s payroll in error.
How to return it:
Payroll with an error adjust on the deduction
REFSCN – Refund the deduction outside of payroll
and provide the money in a physical check back to
the employee.
Deduction Checks?
Refund of Annuity…why?Refund of Annuity…why?
Questions to Ask:
1. Annuity was originally taken in what year from the employee? 2010 or 2009
2. What is the YTD amount for this deduction
3. How do you handle the deduction check , or the deduction accumulators once we pay the employee.
Annuity Current Year 2010
Taxable Earning increase for
QTD/YTD
Taxes owed are placed on the DEDSCN accumulator for Federal, State, OSDI, & Local Taxes
Annuity Deduction negative amt on the deduction accumulator and decrease employee’s YTD contributions.
If deduction company sent you a check the negative ACCUM $$ on the annuity will need to be manually removed.
Total Gross – Annuity= Taxable
gross
No adjustment to Gross wages !
Annuity Previous Yr 2009
Taxable Earning Increase for QTD/YTD
2010
Taxes owed are placed on the DEDSCN Federal, State, OSDI, & Local Taxes.
Annuity DED - negative amt on the deduction accumulator and decrease employee’s YTD Contributions Be CAREFUL.. YTD is 2010 $$ refund is 2009. This will decrease 2010 contributions if YTD had money prior to refund process
Remove the negative ACCUM on DEDSCN if deduction company returned the money.
Increase GROSS Wages – Manually?
Money from 2009 is not part of Gross wages in 2010.
◦ Add the gross amount to the QTD, YTD on Fed, State, OSDI, Local taxes when applicable.
Manual updates to Gross Wage Required !
5 Steps to Refund of 5 Steps to Refund of Annuity Annuity Void the Deduction Check return to your
District or created in error via PAYDED
Enter a negative amount on the Employee DEDSCN (error adjust field)
Process thru next payroll or run REFSCN
Process Manual update in DEDSCN to clear the negative accum on the annuity
Update FED, State, OSDI & Local taxes when applicable. QTD/YTD Gross wages if refund is from a Previous Year Annuity.
Run HANDCK to produce a new deduction check to annuity company and/or run PAYDED if taxes cannot wait until next pay.