TAX11B890-notes

PEOPLESOFT PAYROLL FOR NORTH AMERICA

TAX UPDATE 11-BTAX UPDATE NOTES - RELEASE 8.9

PeopleSoft Payroll for North America Tax Update 11-B 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 8.9, the tax update package also includes the following documentation files:

UPD860364_INSTALL_ML.htm “PeopleSoft Application Update Installation Instructions” UPD863812_CODECHANGES.rtf PS Print Project Report for Release 8.9

You must follow the instructions in the UPD860364_INSTALL_ML.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-B, 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 S O F T P R O P R I E T A R Y A N D CO N F I D E N T I A L TAX11B890- N O T E S . D O C - 1

P E O P L E S O F T P A Y R O L L F O R NO R T H AM E R I C A T A X U P D A T E 11 -B - R E L E A S E 8 .9 M A R C H 28 , 2011

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2 – TAX11B890- 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 CO N F I D E N T I A L

M A R C H 28 , 2011 P E O P L E S O F T P A Y R O L L F O R NO R T H AM E R I C A T A X U P D A T E 11 -B – RE L E A S E 8 .9

Updating Your Tables

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

File Contents

upd860364_01.datupd860364_01.dms

U.S. tax table updates

upd860364_02.datupd860364_02.dms

Garnishment table updates

upd860364_03.datupd860364_03.dms(U.S. only)

Tax Form Print Parameters Table (for Puerto Rico)

The Control Number field on the table entries for Forms W-2PR and W-2PRL is expanded from 8 to 9 positions.

(Report ID 11648851)

upd860364_04.dms Delete obsolete Pennsylvania entries from Local Tax Table and Local Tax Reciprocity Table(There is no .dat file associated with this .dms file.)


upd860364_05.dms Database stamp(There is no .dat file associated with this .dms file.)

upd860364_06.datupd860364_06.dms

Redeliver complete contents of PS_CNTRY_1042_TBL

Tax Update 11-B redelivers PS_CNTRY_1042_TBL to include the new field HP_STATS_LOC_CD_NW, as well as a complete updated set of Country codes, to ensure that the table structure and data match for HR and Payroll customers. For customers who are current on HR bundles, the new field HP_STATS_LOC_CD_NW will already exist in the database, but all customers should run this script to ensure that all table entries contain the most current content.


upd860364_07.datupd860364_07.dms

Pay message table

upd860364_msg.datupd860364_msg_i.dms

Message catalog

upd860364_cfr.datupd860364_cfr_i.dms

Translated Data

Both U.S. and Canadian customers should apply the garnishment, database stamp, PS_CNTRY_1042_TBL, pay message, 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.



Any new-insert DataMover entries in these tax update scripts which have key values matching rows already in your database will not be applied. This condition could occur if you have already added any of the new table entries included in this tax update script on your own, such as a tax change, which was posted to My Oracle Support.



Special Notes – U.S.

California Quarterly Reporting

The Reporting Medium and Diskette Type fields are removed from the Run Control page for creating the file to report quarterly wage and tax data to California. Beginning with file submissions for the quarter ending March 31, 2011, California will accept only electronic filing.

For details on the new California quarterly reporting requirements, see the description of modifications made to programs TAX810CA.SQR and T810CAHP.SQR in the later section of this document listing the U.S. SQRs Delivered with Tax Update 11-B.

Run Control page BEFORE Tax Update 11-B changes:

Run Control page AFTER Tax Update 11-B changes:



Fields removed: Reporting Medium and Diskette Type


Deduction Table –Tax Effect Page

The Deduction Table – Tax Effect Page is modified to make the Taxable Gross Comp ID field accessible when Deduction Classification = Nontaxable Benefit. Previously, the Taxable Gross Comp ID field was gray-out and not accessible when Deduction Classification = Nontaxable Benefit.

Deduction Table – Tax Effect page BEFORE Tax Update 11-B change:



Deduction Table – Tax Effect page AFTER Tax Update 11-B change:




Rhode Island State Tax Data

Effective January 1, 2011, Rhode Island no longer requires that an employee claim the same tax marital status and number of withholding allowances for both U.S. Federal and Rhode Island withholding tax purposes.

http://www.tax.state.ri.us/info/2011%20Withholding%20FAQs.pdf

Tax Update 11-B modifies PeopleCode to comply with this change so that the error message which previously prevented saving an Employee Tax Data record when the employee’s U.S. Federal and Rhode Island tax marital status and withholding allowances data did not match (shown on the following page) is no longer generated.

PeopleCode is also modified to permit an employee to save a Federal Tax Data change in employee self-service which results in the Federal Tax Data tax marital status and withholding allowances not matching the existing tax marital status and withholding allowances values in Rhode Island State Tax Data.


http://www.tax.state.ri.us/info/2011%20Withholding%20FAQs.pdf


BEFORE Tax Update 11-B, an error message prevented saving Employee Tax Data if the Rhode Island State Tax Data values for Tax Marital Status and Withholding Allowances did not match the Federal Tax Data values.


After Tax Update 11-B is applied, this error message will no longer be issued.


AFTER Tax Update 11-B, the Employee Tax Data shown below can be successfully saved even though the Rhode Island State Tax Data values for Tax Marital Status and Withholding Allowances do not match the Federal Tax Data values. The error message shown on the previous page is no longer generated.






Inactive Pennsylvania Table Entries Deleted from Local Tax Table and Local Tax Reciprocity Table

Tax Update 11-B deletes inactive Local Tax Table entries (and related inactive Local Tax Reciprocity Table entries) for Pennsylvania which have not been maintained or supported with tax rate changes since Release 7. Support for Release 7 was discontinued in 2002, and the final tax update delivered for Release 7 which included tax rate changes for these table entries was Tax Update 02-D in June 2002. No current PeopleSoft Payroll for North America customers should have Employee Local Tax Data records which use these inactive table entries. The deleted Locality codes are highlighted in red below and are in a format consisting of six characters with either a number or the letter “P” in the first position. These inactive table entries are being deleted at this time to prepare for the delivery of a new set of Locality codes for Pennsylvania in Tax Update 11-C which will be used in the implementation of Pennsylvania Act 32.

The current valid Locality code format for Pennsylvania localities (highlighted in green below, with either the letter “I” or “O” in the first position) was first introduced in Release 7.5 in 1998, and will continue to be supported during the transition to Act 32 processing.



DELETED: Localities where Position 1 is a Number.(Exception: 61000ER is not deleted.)

DELETED:Localities where Position 1 = “P”.

ACTIVE and VALID:LocalityPosition 1 = I or O

(Locality 61000ER is also still valid.)


U.S. Changes

Federal / State Tax Table

State Effective Date of Table Entry

Table Update Description

IL 01/01/2011 The table entry effective-dated 01/01/2011 which was delivered with Tax Update 10-F is updated to include the January 1, 2011, increase in the Illinois withholding tax rate from 3.0 % to 5.0 %.

http://tax.illinois.gov/Publications/Bulletins/2011/FY-2011-08.pdf


MA 01/02/2011 A new table entry effective-dated 01/02/2011 includes the January 1, 2011, increase in the Massachusetts Unemployment Health Insurance employer tax rate from 0.24 % to 0.36 %. The table entry is dated 01/02/2011 to preserve the value in the existing table entry dated 01/01/2011 (from which the earlier 0.24 % tax rate had already been used in the calculation of 2011 payrolls) for audit history purposes.

http://www.mass.gov/Elwd/docs/dua/quest/2011_ui_rate_letter.pdf


OR 01/02/2011 The table entry effective-dated 01/02/2011 which was delivered with Tax Update 10-F is updated to include Oregon withholding tax changes effective January 1, 2011. The table entry is dated 01/02/2011 to preserve the values in the existing table entry dated 01/01/2011 (which had already been used in the calculation of 2011 payrolls) for audit history purposes.

Note: COBOL program modifications required to implement the 2011 Oregon withholding tax changes are also delivered in this tax update. See the entry for Report ID 11645931 in the later “COBOL and Store Statement Changes” section of this document for detailed information.

http://www.oregon.gov/DOR/forms/business/withholding_formulas_150-206-436_2011.pdf

(Report ID 11645931; posted to My Oracle Support by 08 February 2011.)



http://www.mass.gov/Elwd/docs/dua/quest/2011_ui_rate_letter.pdf

http://tax.illinois.gov/Publications/Bulletins/2011/FY-2011-08.pdf




PR 01/01/2011 A new table entry dated 01/01/2011 is added to deliver Puerto Rico withholding tax changes effective January 1, 2011, as published (in Spanish only) by the Puerto Rico Departamento de Hacienda in Boletín Informativo de Rentas Internas Núm. 10-15, dated December 21, 2010.

http://www.hacienda.gobierno.pr/downloads/pdf/boletines/10-15.pdf

Update Employee Tax Data for Employees Claiming Head of Household

Puerto Rico has indicated that effective January 1, 2011, “Head of Household” is no longer a valid Personal Exemption status for purposes of calculating Puerto Rico withholding tax, and that beginning January 1, 2011, the same annual Personal Exemption amount of $3,500 used for “Individual Taxpayer” should also be used for employees formerly claiming the “Head of Household” status.

To ensure that Puerto Rico withholding tax is correctly calculated for these employees, for any employee whose SWT Marital/Tax Status = H (Head of Household) prior to January 1, 2011, insert a new employee State Tax Data entry with Effective Date = 01/01/2011 and set SWT Marital/Tax Status = S (Single). Failure to change SWT Marital/Tax Status from H (Head of Household) to S (Single) will cause two errors to occur in the employee’s Puerto Rico withholding tax calculation:

1. An incorrect Personal Exemption amount of $7,000 will be used, instead of the correct Personal Exemption amount of $3,500; and

2. The number of allowances will be incorrectly reduced by 1.

Automatic Method vs. Optional MethodOn Puerto Rico Form 499 R-4.1 Rev. 02.08 (“Withholding Exemption Certificate”), an employee may choose either the Automatic Method or Optional Method for determining the Allowance Based

on Deductions used in the Puerto Rico withholding tax calculation.

http://www.hacienda.gobierno.pr/downloads/pdf/formularios/499%20R-4.1.pdfThe State Tax Table update for Puerto Rico delivered in this tax update supports 2011 Puerto Rico withholding tax calculations for the Automatic Method only. Any additional changes necessary to support 2011 Puerto Rico withholding tax calculations using the Optional Method cannot be determined until Puerto Rico has issued (1) a new revision of Form 499 R-4.1 that reflects the 2011 withholding tax changes, and (2) complete information on the 2011 withholding tax changes in a revision of the Instructions to Employers publication. To ensure more accurate withholding in the interim period, employers may wish to advise employees currently choosing the Optional Method to instead select the Automatic Method.



http://www.hacienda.gobierno.pr/downloads/pdf/formularios/499%20R-4.1.pdf

http://www.hacienda.gobierno.pr/downloads/pdf/boletines/10-15.pdf




VI 01/01/2011 A new table entry dated 01/01/2011 is delivered for the increase in the U.S. Virgin Islands unemployment insurance taxable wage base from $22,200 to $22,600 for tax year 2011.

http://www.americanpayroll.org/members/stateui/state-ui-2/



http://www.americanpayroll.org/members/stateui/state-ui-2/


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

Effective Date of Table Entry


NJ 08/19/2010 A new table entry is added to indicate that both employee (Taxable Gross Component ID “HSA”) and employer (Taxable Gross Component ID “HSR”) contributions to employee Health Savings Accounts are now included in the definition of wages subject to New Jersey state income tax. The new table entry dated 08/19/2010 includes the following two Adjustment to Base Gross entries:

Taxable Gross = Withholding Taxable Gross = WithholdingTaxable Gross Component ID = HSA Taxable Gross Component ID = HSRTax Gross Effect = Adds To Tax Gross Effect = Adds ToWithholding Follows Fed Rules = Yes Withholding Follows Fed Rules = Yes

The table entry is effective-dated 08/19/2010 based on the date this information was published in New Jersey State Tax News Volume 39, Number 2 (Summer 2010).

http://www.state.nj.us/treasury/taxation/pdf/pubs/stn/summer10.pdf


WI 01/01/2011 A new table entry is added to indicate that effective January 1, 2011, both employee (Taxable Gross Component ID “HSA”) and employer (Taxable Gross Component ID “HSR”) contributions to employee Health Savings Accounts are no longer included in the definition of wages subject to Wisconsin state income tax. The new table entry dated 01/01/2011 no longer includes the following two Adjustment to Base Gross entries which were part of the previous table entry dated 01/01/2004:

Taxable Gross = Withholding Taxable Gross = WithholdingTaxable Gross Component ID = HSA Taxable Gross Component ID = HSRTax Gross Effect = Adds To Tax Gross Effect = Adds ToWithholding Follows Fed Rules = Yes Withholding Follows Fed Rules = Yes

http://www.revenue.wi.gov/taxpro/news/110222.html



http://www.revenue.wi.gov/taxpro/news/110222.html

http://www.state.nj.us/treasury/taxation/pdf/pubs/stn/summer10.pdf


Local Tax Table

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

OH 02204 Antwerp(Report ID 11846044)

The Effective Date on the table entry delivered in Tax Update 11-A is corrected to 01/01/2011.

Taxing Entity Code = 031W2 Reporting Agency = RITA(as delivered in Tax Update 11-A)

01/01/2011

84196 West Salem Village(Report ID 11813420)

0.007500 / Resident0.007500 / Nonresident


10/01/2010

8607 Stryker Local S.D.(Report ID 11790762)

W2 Print Name = BLANKTaxing Entity Code = BLANK

W2 Print Name = 8607Taxing Entity Code = 8607

Correcting entry

WV 62140 Parkersburg(Report ID 11780607)

New entry Amount per period (annualization based on $2.50 per week specified in city ordinance)


03/01/2011

http://www.parkersburg-wv.com/downloads/userfee_letter.pdf

Local Tax Reciprocity Table

A new table entry is del ivered for residents of Ontar io, Ohio, working in other Ohio local i t ies, per informat ion obtained by telephone from the Ontar io, Ohio, income tax administrator (419) 529-3045.

Locality of Residence

Locality of Employment

Effective Date

Credit Reduction Percent

Credit Limit Rate

Action: New table entry

Reciprocity Rule:

OH58520Ontario

OH$DFLT

01/01/2010

100.00 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).



http://www.parkersburg-wv.com/downloads/userfee_letter.pdf


Local Tax Table – Pennsylvania Local Earned Income Tax

Tax Update 11-B 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.

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:

PA11BEIT.doc Word document PA11BEIT.xls Excel spreadsheet




Garnishment Rules Table (U.S.)

State Rule ID Effective Date

Action

$U LEVY/BLEVY/B/ADDLEVY/HLEVY/H/ADDLEVY/MLEVY/M/ADDLEVY/SLEVY/S/ADD

01/01/2011 Values used to calculate the amounts exempt from U.S. Federal tax levies in the year 2011 are added to the Garnishment Rules Table.


http://www.irs.gov/pub/irs-pdf/p1494.pdf

AZ LEVY/BLEVY/B/ADDLEVY/HLEVY/H/ADDLEVY/MLEVY/M/ADDLEVY/SLEVY/S/ADD

01/01/2011 Values used to calculate the amounts exempt from Arizona tax levies in the year 2011 are added to the Garnishment Rules Table, per e-mail confirmation from the Arizona Department of Revenue that Arizona would use the values in the 2011 update of IRS Pub. 1494.)


MO GEN/HEAD 07/24/2009 A new table entry is added to calculate the amount exempt from garnishment for a head of family as the greatest of (1) 25% of disposable income; or (2) 90% of disposable income, or (3) the amount of disposable income exceeding 30 times the minimum wage. The date of the most recent minimum wage increase is used as the Effective Date of the table entry. The previous table entry applied only tests (1) and (2) and failed to also apply test (3).

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



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

http://www.irs.gov/pub/irs-pdf/p1494.pdf


Tax Update 11-B - COBOL and Store Statement Changes for Release 8.9

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

Changed COBOL Modules

This 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 8.9 Changes are made to COBOL programs:

PSPDEDTN.CBLPSPGCALC.CBLPSPPARRY.CBLPSPPYNET.CBLPSPTCALC.CBLPSPTGCTB.CBLPSPUSTAX.CBL

Changes are made to copy member:

PSCGRSWK.CBL

Changes are made to store statements:

PSPPARRY.DMSPSPTCALC.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

11593768 Report ID 11593768 modifies PSPTGCTB.CBL, PSPPYNET.CBL, PSPTCALC.CBL, and copy member PSCGRSWK.CBL to correctly calculate the State Unemployment Taxable/No Limit Gross (SUI), and Disability (DI) dollar amounts in the following scenarios:

Scenario 1.a. The employee’s YTD wages either exceeded or were less than the SUI/DI taxable wage limits; andb. The employee was paid an earnings type that was subject to FUTA but not subject to SUI/DI; andc. The employee had a Sec. 125 before-tax deduction associated with a Taxable Gross Definition

Table entry in which the Tax Gross Effect is defined as “Subtracts from” for the unemployment and disability taxable grosses.

Scenario 2.a. The employee’s YTD wages exceeded the SUI taxable wage limit; andb. The employee was paid an earnings type that was not subject to FUTA or SUI; andc. The employee had a Sec. 125 before-tax deduction associated with a Taxable Gross Definition

Table entry in which the Tax Gross Effect is defined as “No effect” for the unemployment taxable gross (e.g., Florida, Illinois, Louisiana).

Prior to the modifications, in these scenarios, the State Unemployment No Limit Gross amount – and in some cases the State Unemployment Taxable Gross and Disability Taxable Gross amounts – were incorrectly calculated as the negative value of the before-tax deduction amount, instead of correctly calculated as $0.00.

(Posted to My Oracle Support by 07 February 2011.)




11619988 Report ID 11619988 modifies PSPTCALC.DMS to correctly calculate withholding tax on Supplemental earnings in the following scenario:

1. The employee is paid Annualized earnings in two checks in the same Off-Cycle Pay Run. The checks are on the same page; a Separate Check Number (SEPCHK flag set to greater than 0) is specified for the second check.

2. Subsequently, the employee is paid a third check on the Off-Cycle Pay Run for Supplemental earnings (e.g., a bonus payment) subject to tax by a state for which the Supplemental Method is defined as Aggregate on the State Tax Table (e.g., Hawaii, Kentucky).

Prior to the modifications, the program failed to correctly subtract the tax withheld on the second check from the total aggregate tax when using the aggregate tax method to calculate the tax to be withheld from the Supplemental earnings paid on the third check:

Total tax calculated on the taxable grosses for all three checks – Tax withheld on first check only = Incorrect tax withheld on third check (tax over-withheld)

With the modifications, the program now correctly subtracts the tax withheld on the second check when using the aggregate tax method to determine the tax to be withheld on the third check:

Total tax calculated on the taxable grosses for all three checks – Tax withheld on first and second checks = Correct tax to be withheld on third check

11633718 Report ID 11633718 modifies PSPPYNET.CBL to correctly calculate the taxable wages and associated tax for the New York Metropolitan Commuter Transportation Mobility Tax (New York MTA Payroll Tax) when employees are paid a combination of positive and negative earnings in combination with before-tax deductions. Prior to the modifications, the following issues occurred:

Scenario 1. An employee is paid REG earnings (annualized tax method) of + $1,000 and COM earnings (annualized tax method) of – $850. The $250 positive net earnings were not sufficient to cover all of the employee’s before-tax deductions, resulting in net pay of $0.00. In this scenario, the New York MTA Payroll Tax taxable wage amount was overstated, resulting in an incorrect calculation of the tax.

Scenario 2. An employee is paid REG earnings (annualized tax method) of + $1,000 and BNS earnings (supplemental tax method) of – $850. The $250 positive net earnings were not sufficient to cover all of the employee’s before-tax deductions, resulting in net pay of $0.00. In this scenario, the New York MTA Payroll Tax taxable wage amount was understated, resulting in an incorrect calculation of the tax.

11634117 Report ID 11634117 modifies PSPDEDTN.CBL to add Unicode compiler directives to control the expansion of the working storage variable “MESSAGE-LINE”. Prior to the modifications, for customers using a UTF-8 COBOL environment, Pay Calculation abended with the following error if error message 000203 was issued: “ORA-02290: check constraint”.




11645931 Report ID 11645931 modifies PSPUSTAX.CBL to calculate Oregon state withholding tax using the new formula published by the Oregon Department of Revenue for wages paid on or after January 1, 2011.


Prior to 2011, one Oregon calculation withholding formula was used for all employees regardless of income level. For example, for tax year 2010 the Oregon formula was:

Base = wages – federal tax withheld (not to exceed $5,500) – standard deduction ($1,870- Single / $3,700-Married)

Effective January 1, 2011, the amount of credit allowed for the employee's federal tax withheld in determining the base wage amount to be used in an employee's Oregon withholding calculation varies depending on the level of the employee's annual wages, and the credit is gradually "phased out" to zero as the employee's level of annual wages increases above the threshold of $50,000.

Annual Wages up to $50,000: Base = wages - federal tax withheld (not to exceed $5,950) - standard deduction ($1,980-Single / $3,960-Married)

Annual Wages of $50,000 or higher: Base = wages - federal tax withheld (not to exceed PHASE OUT value) - standard deduction ($1,980-Single / $3,960-Married)

The "PHASE OUT" value varies depending on the employee's annual wages and marital withholding status:

Single with fewer than 3 allowances Single with 3 or more allowances Married

As listed in the previous U.S. State Tax Table Changes section of this document, this tax update also includes State Tax Table changes for Oregon that must be applied in conjunction with the COBOL program changes.

(Posted to My Oracle Support by 08 February 2011.)





11725496 Report ID 11725496 modifies PSPPARRY.CBL and PSPPARRY.DMS to successfully process Retro Benefit Deductions in the following scenario:

1. Paysheets are initially created for an employee, and Pay Calculation completes successfully.2. Subsequently, a Retro Benefit Deduction is processed that should issue a credit to the employee.

For example, on the employee’s Health Benefits page the coverage code is changed from Family to Employee Only, and the Employee Only deduction amount is less than the Family deduction amount.

3. The Retro Benefit is set up to be paid on a separate check.4. The Retro Benefit is calculated and loaded to the employee’s Paysheet as a Separate Check on

any page number except 1.

Prior to the modifications, when Pay Calculation was re-calculated, the program abended with the following error: “ERROR IN BIND SETUP/DATA”. The S-ADDLCAL store statement in PSPPARRY.CBL and PSPPARRY.DMS are now corrected so the bind variables match between the two programs.

11786410 Report ID 11786410 modifies PSPGCALC.CBL to comply with Maine instructions which state that “Salaries and wages are exempt from levy to the extent of 75% of the taxpayer’s disposable earnings for any pay period, or an amount equal to the federal minimum hourly wage multiplied by 30, multiplied by the number of weeks in the pay period, whichever is less [italics added].” Prior to the modifications, the greater result of the two alternative calculations (instead of the lesser result) had been incorrectly used as the amount exempt from levy. The modified code is used in processing garnishments which use the Garnishment Rule table entry ME LEVY, but no change to this Garnishment Rule table entry is required.

http://www.mainelegislature.org/legis/statutes/36/title36sec176-A.html

11805327 Report ID 11805327 modifies PSPUSTAX.CBL to correctly calculate Arizona state withholding tax on earnings taxed using the cumulative tax method. Prior to the modifications, Arizona state withholding tax was overstated because the program failed to include the employee’s previous YTD Arizona withholding tax when using the cumulative tax method to calculate the Arizona tax to be withheld from the current pay check.

Note: Arizona state withholding tax may be incorrectly calculated for earnings taxed using the cumulative tax method if the employee either increases or decreases the Arizona tax withholding percentage during the tax year. Resolution of this issue is planned for delivery in a future tax update.


http://www.mainelegislature.org/legis/statutes/36/title36sec176-A.html


U.S. SQRs delivered with Tax Update 11-B for Release 8.9

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

U.S. Annual Reporting SQRs

SQR Description

TAX920US.SQR TAX920US.SQR produces the W-2c Print File for reporting corrections to W-2 forms issued for the U.S., American Samoa, Guam, and the U.S. Virgin Islands. The program is modified to print box 16 and 17 State data corrections on the first Form W-2c when an employee has more than four W-2 box 12 entries.

Example: A correction is required to Employee Name in addition to corrections to W-2 boxes 12C, 12D, 12E, 12H, 12M, 12N, 12P, and boxes 16 and 17 for California.

Prior to the modifications:1st W-2c: Name correction and checkbox, plus corrections to data in boxes 12C, 12D, 12E and 12H 2nd W-2c: Corrections to data in boxes 12M, 12N, 12P, and boxes 16 and 17 for California

With the modifications, the program correctly divides the W-2c data as follows:1st W-2c: Name correction and checkbox, plus corrections to data in boxes 12C, 12D, 12E, 12H, and

boxes 16 and 17 for California 2nd W-2c: Corrections to data in boxes 12M, 12N, and 12P


TAX960ST.SQR TAX960ST.SQR reports W-2 wage and tax data for states using the Social Security Administration’s EFW2 format. The program is modified to comply with the following new RS Record edits introduced for 2010 W-2 reporting by Vermont.

RS Record positions 203-213 and 214-224 must be blankRS Record positions 309-319 and 320-330 must be zero-filled.

Prior to the modifications, the positions 203-213 and 214-224 were zero-filled, and positions 309-319 and 320-330 were blank, which was acceptable for 2009 W-2 reporting.

(Report ID 11781749; posted to My Oracle Support by 22 February 2011)



U.S. Quarterly Reporting SQRs

SQR Description

TAX810CA.SQRT810CAHP.SQR(E&G)RPTSMMCA.SQC

TAX810CA.SQR reports quarterly wage and tax data to the State of California in the ICESA format for commercial employers.T810CAHP.SQR reports quarterly wage and tax data to the State of California in the ICESA format for Education & Government employers.RPTSMMCA.SQC produces a summary report of the data reported on the file created by the TAX810CA.SQR and T810CAHP.SQR programs (Company/Account Number totals).

TAX810CA.SQR and T810CAHP.SQR are modified to create the quarterly wage and tax data file in the electronic format required by the California Employment Development Department (EDD) beginning with file submissions for the quarter ending March 31, 2011.

Starting March 1, 2011, EDD will be introducing new expanded e-Services for Business, which will be used for online filing of the following new reports: Quarterly Contribution Return and Report of Wages (DE 9) and the Quarterly Contribution Return and Report of Wages (Continuation) (DE 9C), DE 34, and DE 542. All current users of EDD’s e-Services will need to re-enroll for the new expanded e-Services for new business usernames and passwords beginning on March 1, 2011. Visit e-Services for Business on or after March 1, 2011, for information on the new expanded e-Services for Business and for details on enrolling.

http://www.edd.ca.gov/Payroll_Taxes/Important_Payroll_Tax_Changes_in_2011.htm

Prior to the modifications, the programs created the California wage and tax data file only in the format for tape or diskette submission.

In addition to the program modifications, the “Reporting Medium” and “Diskette Type” fields are removed from the California run control page. These fields are no longer required since electronic filing is now mandatory for California. PeopleCode is also modified to suppress the erroneous issuance of the following error message when the run control is submitted to execute the quarterly wage and tax reporting programs for California:

“2000, 682: Electronic is not a valid reporting medium for this state"

See the Special Notes – U.S. section earlier in this document for more information on the changes made to the quarterly reporting run control page for California.

RPTSMMCA.SQC is modified to add descriptive text to identify the account number type on the T810CAHP.SQR summary report. The following descriptions are added for clarity:

CA State Disability Account NumberCA State Withholding Tax Account NumberCA State Unemployment Account Number

Previously “Account” was the only descriptive text displayed for each of the above items.



http://www.edd.ca.gov/Payroll_Taxes/Important_Payroll_Tax_Changes_in_2011.htm

https://eddservices.edd.ca.gov/

https://eddservices.edd.ca.gov/


SQR Description

TAX810MN.SQR TAX810MN.SQR reports quarterly wage data to the state of Minnesota electronically. The program is modified to evaluate and retrieve data from the employee’s most current effective-dated Minnesota Job Data within the quarter being reported, to ensure that the correct Minnesota Employer ID Extension is reported in positions 9-12. Prior to the modifications, if an employee initially worked in Minnesota Tax Location “A” but then subsequently worked in a different Minnesota Tax Location “B” during the quarter, the Employer ID extension on the UI Report Code Table was incorrectly reported based on Tax Location “A” instead of being correctly reported based on Tax Location “B,” which is the Minnesota work location associated with the employee’s most current effective-dated Minnesota Job Data record within the quarter being reported.




Canadian SQRs delivered with Tax Update 11-B for Release 8.9

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

Canadian Year-End Reporting SQRs

SQR Description

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:

1. Support the revised printed paper version of the T4A form, version T4A (12/2010) issued in December, 2010. Prior to the modifications, the T4A print program supported the T4A (10) version of the form. (Report ID 11649242; posted to My Oracle Support by 12 January 2011)

2. Combine the "Other Information" floating box amounts on the T4A slip, when an employee had reportable income in multiple provinces associated with the same wage loss plan. Prior to the modifications, if an employee had reportable income in multiple provinces associated with the same wage loss plan, the T4A slip did not combine the "Other Information" floating box amounts to account for all provinces. (Report ID 11775111; posted to My Oracle Support by 24 February 2011)

CTX910XM.SQR CTX910XM.SQR produces a file for electronic internet reporting of original, amended (including cancellations) and reissued T4 and T4A information returns. It also produces a corresponding summary report that provides totals of each of the fields reported on the detail records. The program is modified to report a separate T4A slip for each wage loss plan, when an employee had reportable income in multiple provinces. Prior to the modifications, if an employee had reportable income in multiple provinces associated with the same wage loss plan, a T4A slip was reported on the electronic file for each different province.

(Report ID 11775111; posted to My Oracle Support by 24 February 2011)



Previous Updates

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.

Tax Update 10-F U.S. – 2011 withholding tax changes for California, Kentucky, Michigan, Minnesota; state minimum wage rate changes for Arizona, Colorado, Montana, Ohio, Oregon, Vermont, Washington; 2011 state disability wage and/or tax rate changes for California, New Jersey, Rhode Island; 2011 state unemployment taxable wages base changes for Hawaii, Illinois, Indiana, Iowa, Mississippi, Montana, Nevada, New Hampshire, New Mexico, North Dakota, Oklahoma, Oregon, South Carolina, South Dakota, Utah, Vermont, Washington, Wisconsin, Wyoming; State Tax Table updates for $E, IN, and WI to discontinue Advance Earned Income Credit payment processing; Taxable Gross Definition Table updates for Arkansas, Illinois, Massachusetts; Local Tax Table updates for Indiana, Ohio, Pennsylvania; Local Tax Reciprocity Table updates for Ohio; 1042 Country Code updates; redelivered SQR programs.

Canada – 2011 CPP, QPP, EI, QPIP and federal tax rate changes; provincial tax changes for Alberta, BC, Manitoba, New Brunswick, Newfoundland, Nova Scotia, Northwest Territories, Nunavut, Ontario, Prince Edward Island, Quebec, Saskatchewan and Yukon Territory; redelivery of year-end SQR programs.

Tax Update 10-E U.S. – Termination of U.S. Payroll Savings Bond Purchase Program; New York City withholding tax changes; SWT Marital Status Table changes for Minnesota; Local Tax Table changes for Alabama, Indiana, Pennsylvania; Local Tax Reciprocity Table changes for Ohio; Garnishment Rule Table changes; redelivered SQR programs.

Canada – Change in terminology for Business Number. Redelivery of SQR programs.

Tax Update 10-D U.S. – Request Direct Deposit page modifications; Connecticut state withholding tax correction; Local Tax Table entries for Pennsylvania earned income tax rate changes; garnishment changes for Florida and West Virginia; redelivered SQR programs.

Canada – No changes.



Appendix: Object Changes delivered in Tax Update 11-B

Application Engine Programs:

Program Description 801 831 881 890 900 910

PY_RETROPAY_EVENT Report ID 11647595Modified the application package PeopleCode.

Components:

Name Description 801 831 881 890 900 910

PYRE_DATA_ENTRY(NA) Report ID 11647868Modified Component Record PeopleCode:PYRE_DETAIL.RowInitPYRE_DETAIL.RowInsert

PY_RETROCNL_TBL(NA) Report ID 11774402Added Component PeopleCode:PY_RETROCNL_TBL(NA).PreBuild

PY_SSP_ADMIN_VIEW Report ID 11647587Set Default Search property to "Advanced".

Fields:

Field Description 801 831 881 890 900 910

CONTROL_NUM_BEG Report ID 11648851Changed field size from 8 to 9.

CONTROL_NUM_END Report ID 11648851Changed field size from 8 to 9.

HP_STATS_LOC_CD_NW Report ID 11574597Added new field.Note: No change if customer has applied HRMS 8.9 Bundle 23, HRMS 9 Bundle 11 or HRMS 9.1 Bundle 5.

Message Catalog:

Message Set Number

Message Number

Description 801 831 881 890 900 910

2000 560 Report ID 11648851Changed field size from 8 to 9.

Pages:

Name Description 801 831 881 890 900 910

PY_IC_DED_LIST Report ID 11636752Modified PY_IC_DED_LIST.Active page PeopleCode.

PY_RETROCNL_TBL Report ID 11774402Removed PY_RETROCNL_TBL.Activate Page PeopleCode.

RUNCTL_TAX810CA Report ID 11630795Removed Reporting Medium and Diskette Type.



Pay Message Table:

Pay Message Number

Description 801 831 881 890 900 910

000349 Report ID 11640469Added new message.

000350 Report ID 11640469Added new message.

Records:

Name Field Description Create/Alter

801 831 881 890 900 910

ADDL_PAY_EFFDT EFFDT Report ID 11707114 Modified FieldChange PeopleCode.

CNTRY_1042_TBL HP_STATS_LOC_CD_NW Report ID 11574597Added new field.Note: No change if customer has applied HRMS 8.9 Bundle 23, HRMS 9 Bundle 11 or HRMS 9.1 Bundle 5.

DEDUCTION_CLASS DED_CLASS Report ID 11648074Modified FieldChange and RowInit PeopleCode.

DIR_DEP_DEPOSIT Report ID 11645084Modified PRIORITY to "Required".

PY_IC_DD_DTA_VW

DEPOSIT_TYPE

EMPLID

Report ID 11645084Modified PRIORITY to "Required".

Added FieldChange PeopleCode.

Modified SavePostChange PeopleCode.Modified SavePreChange PeopleCode.

PY_IC_W4_FTX_VW EMPLID Bug 11734368Modified SaveEdit PeopleCode.

PYRE_DETAIL PYRE_ERNTYP Bug 11647868Modified FieldFormula PeopleCode.

RC_QTR_UI REPORTING_MEDIUM Bug 11630795Modified SaveEdit PeopleCode.

RC_TAX960PRN CONTROL_NUM_BEG

CONTROL_NUM_END

Report ID 11648851 Modified Field Size.Modified Field Change and SaveEdit PeopleCode.

Modified Field Size.

Alter

STATE_TAX_DATA EMPLID Bug 11734368Modified SaveEdit PeopleCode.


TAX11B890-notes

Documents

quarterly

specific posting

tax marital

inactive table

wage loss

audit history

base gross

commercial