9.2 - PeopleSoft Update Image 25 PNA · Web viewLegislative, Regulatory, and Tax Updates...

PEOPLESOFT PAYROLL FOR NORTH AMERICA

RELEASE 9.2 – PEOPLESOFT UPDATE IMAGE 25TAX UPDATE 18-A NOTES

This document describes the product modifications for PeopleSoft Payroll for North America Release 9.2 which are included in PeopleSoft Update Image 25 for Tax Update 18-A.

Change Assistant will create an installation document. Follow the instructions in the installation document to apply this update.

PEOPLESOFT PROPRIETARY AND CONFIDENTIAL R92 UPDATE IMAGE 25 TAX UPDATE 18-A NOTES.doc - 1

PEOPLESOFT PAYROLL FOR NORTH AMERICA - RELEASE 9.2 – UPDATE IMAGE 25 – TAX UPDATE 18-A JANUARY 19, 2018

Copyright © 2018, Oracle and/or its affiliates. All rights reserved.

This software and related documentation are provided under a license agreement containing restrictions on use and disclosure and are protected by intellectual property laws. Except as expressly permitted in your license agreement or allowed by law, you may not use, copy, reproduce, translate, broadcast, modify, license, transmit, distribute, exhibit, perform, publish, or display any part, in any form, or by any means. Reverse engineering, disassembly, or decompilation of this software, unless required by law for interoperability, is prohibited.

The information contained herein is subject to change without notice and is not warranted to be error-free. If you find any errors, please report them to us in writing.

If this is software or related documentation that is delivered to the U.S. Government or anyone licensing it on behalf of the U.S. Government, the following notice is applicable:

U.S. GOVERNMENT RIGHTS Programs, software, databases, and related documentation and technical data delivered to U.S. Government customers are "commercial computer software" or "commercial technical data" pursuant to the applicable Federal Acquisition Regulation and agency-specific supplemental regulations. As such, the use, duplication, disclosure, modification, and adaptation shall be subject to the restrictions and license terms set forth in the applicable Government contract, and, to the extent applicable by the terms of the Government contract, the additional rights set forth in FAR 52.227-19, Commercial Computer Software License (December 2007). Oracle America, Inc., 500 Oracle Parkway, Redwood City, CA 94065.

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

Oracle and Java are registered trademarks of Oracle and/or its affiliates. Other names may be trademarks of their respective owners.

Intel and Intel Xeon are trademarks or registered trademarks of Intel Corporation. All SPARC trademarks are used under license and are trademarks or registered trademarks of SPARC International, Inc. AMD, Opteron, the AMD logo, and the AMD Opteron logo are trademarks or registered trademarks of Advanced Micro Devices. UNIX is a registered trademark of The Open Group.

This software or hardware and documentation may provide access to or information on content, products, and services from third parties. Oracle Corporation and its affiliates are not responsible for and expressly disclaim all warranties of any kind with respect to third-party content, products, and services. Oracle Corporation and its affiliates will not be responsible for any loss, costs, or damages incurred due to your access to or use of third-party content, products, or services.

2 – R92 UPDATE IMAGE 25 TAX UPDATE 18-A NOTES.doc PEOPLESOFT PROPRIETARY AND CONFIDENTIAL

JANUARY 19, 2018 PEOPLESOFT PAYROLL FOR NORTH AMERICA – RELEASE 9.2 – UPDATE IMAGE 25 – TAX UPDATE 18-A

For Tax Update 18-A, PeopleSoft Update Image 25 includes the documentation files listed below, which may be found on My Oracle Support:

www.peoplesoftupdatemanager.com

PeopleSoft Update Manager Home Page (Document ID 1641843.2)PeopleSoft Update Image Home Pages

HCM Update Image Home PageLegislative, Regulatory, and Tax Updates

PeopleSoft HCM 9.2: Update Image Documentation (Document ID 1917096.2)Payroll for North America

File Name Document Title

R92 UPDATE IMAGE 25 TAX UPDATE 18-A NOTES.doc

PeopleSoft Payroll for North America Release 9.2 – PeopleSoft Update Image 25 Tax Update 18-A Notes (this document)

PA32EIT18A.doc Word document listing of changes to Pennsylvania Act 32 Local Earned Income Tax entries in the Local Tax Table

PA32EIT18A.xls Excel spreadsheet listing of changes to Pennsylvania Act 32 Local Earned Income Tax entries in the Local Tax Table

PA18ALST.doc Word document listing of changes to Pennsylvania Local Services Tax entries in the Local Tax Table

PA18ALST.xls Excel spreadsheet listing of changes to Pennsylvania Local Services Tax entries in the Local Tax Table

US1042S18A.doc Year End Processing 2017: Form 1042-S

2017 1042-S Year End Object Change List.xlsx Excel Workbook spreadsheet listing object changes delivered for updated Form 1042-S functionality


https://confluence.oraclecorp.com/confluence/download/attachments/541103265/2017%201042-S%20Year%20End%20Object%20Change%20List.xlsx?version=1&modificationDate=1516137011000&api=v2

https://confluence.oraclecorp.com/confluence/download/attachments/541103265/US1042S18A.doc?version=1&modificationDate=1516137389000&api=v2

https://confluence.oraclecorp.com/confluence/download/attachments/541103265/PA18ALST.xls?version=1&modificationDate=1516137082000&api=v2

https://confluence.oraclecorp.com/confluence/download/attachments/541103265/PA18ALST.doc?version=1&modificationDate=1516137052000&api=v2

http://www.peoplesoftupdatemanager.com/


Special Note – Canada

Changes to the Nova Scotia Basic Personal Exemption calculation

Employees in Nova Scotia claiming an additional tax exemption require an entry on the Provincial Tax Data tab of the Employee Tax Data page as shown below:

If the employee is claiming the basic provincial tax exemption, then no entry is required on this page.

It was discovered that the payroll calculation is failing to include the exemption claimed on this page when determining an employee’s Nova Scotia taxes.

A fix for this issue will be posted to My Oracle Support as Patch 27299695 after Tax Update 18-A is posted, as well as delivered in Tax Update 18-B.



Special Note – U.S.

2018 U.S. Federal Withholding Tax Changes

The U.S. Internal Revenue Service published 2018 Federal withholding tax changes on January 11, 2018, which was too late for these changes to be included in Tax Update 18-A.

The 2018 Federal withholding tax changes will be delivered in Patch 27377851, which will be posted to My Oracle Support as soon as possible after Tax Update 18-A has posted. The changes will also be delivered in Tax Update 18-B.

For those customers with payrolls in progress who wish to apply the 2018 U.S. Federal withholding tax calculation changes prior to receiving the delivered script, Knowledge Document ID 2348297.1 is currently available on My Oracle Support. This document provides step by step instructions for entering the tax table changes manually.

https://support.oracle.com/epmos/faces/DocContentDisplay?id=2348297.1


https://support.oracle.com/epmos/faces/DocContentDisplay?id=2348297.1


Special Note - U.S.

Form 1042-S Processing (E&G)

Tax Update 18-A delivers product modifications which provide enhanced functionality to support new IRS requirements for Form 1042-S reporting, which are effective beginning with reporting for tax year 2017.

With the application of the product modifications delivered in Tax Update 18-A, the following menus will now appear under the folder labeled 1042-S Reporting:

1042-S Year End Control (new)Load 1042-S Year End Data (new)1042-S Year End Data (new)1042-S Employee Information (new)Create 1042-S Records (existing)Reset 1042-S File Status (new)

Two separate documents delivered as part of Tax Update 18-A provide additional information on the updated Form 1042-S functionality:

Filename Description


This document contains end-user instructions for creating and reporting Form 1042-S data for tax year 2017 using the updated functionality delivered in Tax Update 18-A.

2017 1042-S Year End Object Changes List.xlsx This document is an Excel Workbook spreadsheet listing the object changes delivered in Tax Update 18-A as part of the updated Form 1042-S functionality.



Patch Inventory for PeopleSoft Update Image 25 (Tax Update 18-A) - Summary E&G = PeopleSoft Payroll for North America for Education & GovernmentUSF = PeopleSoft Payroll for North America for U.S. Federal Government

Line Patch Number

Tracking Group – Tax Update

Country /Product

COBOL Programs and/or Store Statements

SQR/SQC Programs

Database Objects

Scripts Other

1 25269451 18-A CAN X

2 25641003 18-A E&G X X X

3 25884348 18-A US X X

4 26038374 18-A US X

5 26241632 18-A US X

6 26277257 18-A CAN X

7 26360251 18-A US X

8 26371412 18-A CAN X

9 26371467 18-A CAN X

10 26395390 18-A US X

11 26560386 18-A US X X X

12 26713453 18-A CAN X

13 26983000 18-A E&G X

14 26983013 18-A E&G X X

15 26983021 18-A E&G X X

16 27036910 18-A CAN X

17 27043152 18-A US X

18 27078215 18-A US X

19 27098238 18-A US X X

20 27098395 18-A CAN X X

21 27099971 18-A US X

22 27134052 18-A US X

23 27138039 18-A US X

24 27161339 18-A US X

25 27170534 18-A US X

26 27206480 18-A CAN X

27 27206619 18-A CAN X

28 27215276 18-A E&G X

29 27233787 18-A US X X



Line Patch Number

Tracking Group – Tax Update

Country /Product


SQR/SQC Programs

Database Objects

Scripts Other

30 27240442 18-A CAN X

31 27248249 18-A US X

32 27260901 18-A CAN X

33 27261011 18-A CAN X

34 27268751 18-A US X X

35 27268800 18-A N/A X

36 27275789 18-A US X

37 27284092 18-A CAN X X

38 27334371 18-A US X X

39 27338659 18-A CAN X X

40 27339350 18-A US X X



Patch Inventory for PeopleSoft Update Image 25 (Tax Update 18-A) - Detail

Entries in this section are sequenced by Release 9.2 Patch Number.

Patch Number

Tax Update Tracking Group

Country /Product


SQR/SQC Programs

Database Objects

Scripts Other

25269451 18-A CAN X

CAN: REFUNDING GENERAL DEDUCTION FOR MONTHLY PAY GROUP

Patch 25269451 modifies PSPCPCAL.CBL to correctly calculate the net earnings for a monthly-paid employee when gross earnings are not enough to cover a general deduction based on percent of net pay.

Prior to the modifications, a deduction refund was generated when a monthly-paid employee did not have enough earnings to cover a general deduction calculated as a percent of net pay, which resulted in an overstatement of net earnings.



Patch Number


Country /Product


SQR/SQC Programs

Database Objects

Scripts Other

25641003 18-A E&G X X X

E&G: MODIFY 1042-S PROCESSING TO COMPLY WITH IRS REQUIREMENTS FOR TAX YEAR 2017

Patch 25641003 delivers product modifications which provide enhanced functionality to support new IRS requirements for Form 1042-S reporting, which are effective beginning with reporting for tax year 2017.

https://www.irs.gov/pub/irs-pdf/i1042s.pdf

The product modifications include the following:

TAX950.SQR Redelivered program This program creates both the Form 1042-S print file and a file to report 1042-S data electronically to the IRS.

TAX951LD.SQR New program This program loads Form 1042-S data to the following tables:

PY_1042S_YE_COMPY_1042S_YE_EEPY_1042S_YE_TAXPY_1042S_XREFPY_1042S_MSG

Two other separate documents delivered as part of Tax Update 18-A provide additional information on the updated Form 1042-S functionality:

Filename Description


This document contains end-user instructions for creating and reporting Form 1042-S data for tax year 2017 using the updated functionality delivered in Tax Update 18-A.

2017 1042-S Year End Object Changes List.xlsx This document is an Excel Workbook spreadsheet listing the object changes delivered in Tax Update 18-A as part of the updated Form 1042-S functionality.

See the earlier Special Notes – U.S. section of this document for additional information on the product modifications delivered in Tax Update 18-A related to the updated Form 1042-S processing functionality.


https://www.irs.gov/pub/irs-pdf/i1042s.pdf


Patch Number


Country /Product


SQR/SQC Programs

Database Objects

Scripts Other

25884348 18-A US X X

EFW2 REPORTING REQUIRED FOR WHITEHALL OH LOCALITY 84742

TAX960LC.SQR, in conjunction with TAXMMREF.SQC, reports W-2 wage and tax data to local tax agencies that accept submissions in the SSA EFW2 reporting format. Patch 25884348 modifies these programs to comply with specifications for reporting W-2 local wage and tax data for Whitehall, Ohio (Locality OH-84742).

Important: To create a file to submit W-2 data electronically to Whitehall, Ohio, you must use the version of TAX960LC.SQR delivered in Patch 27317290 that was posted to My Oracle Support on 16 JAN 2018. The version of program TAX960LC.SQR that is delivered in Patch 25884348 (18-A) contained an error which prevented the W-2 file for Whitehall, Ohio, from being created correctly.

Tax Update 18-A also updates Taxing Entity Code and W2 Reporting Agency fields with the value of “WHT” in the Local Tax Table entry for Locality OH-84742, as documented in the later U.S. Changes - Local Tax Table section of this document.



Patch Number


Country /Product


SQR/SQC Programs

Database Objects

Scripts Other

26038374 18-A US X

EFW2C CHANGES FOR FILING 2017 W-2 INFORMATION TO SSA - NEW BOX 12 CODE FF

TAX922US.SQR (in conjunction with TAXMREF2.SQC) and TAX923US.SQR (in conjunction with PRTMREFC.SQC) report W-2c data for the U.S., Puerto Rico, and the U.S. Territories to the Social Security Administration (SSA) in the EFW2C format.

These programs are redelivered to reflect changes made in the file format record specifications issued in the 2017 edition of SSA Publication Specifications for Filing Forms W-2c Electronically (EFW2C).

https://www.socialsecurity.gov/employer/efw/17efw2c.pdf

A new W-2 box 12 money field “Permitted Benefits Under a Qualified Small Employer Health Reimbursement Arrangement (Code FF)” is added to the following records:

· RCW Employee Record in positions 838-848 and 849-859· RCT Total Record in positions 821-835 and 836-850

SSA Pub. EFW2c2016 edition

SSA Pub. EFW2c2017 edition

RCW Record: positions 838-848positions 849-859

FillerFiller

Originally reported Code “FF” amountCorrect Code “FF” amount

RCT Record: positions 821-835positions 836-850

FillerFiller

Total originally reported Code “FF” amountTotal correct Code “FF” amount


https://www.socialsecurity.gov/employer/efw/17efw2c.pdf


Patch Number


Country /Product


SQR/SQC Programs

Database Objects

Scripts Other

26241632 18-A US X

PA EIT TAXES UNDERSTATED WHEN THERE IS AN ADDITIONAL AMOUNT

Patch 26241632 modifies PSPPYNET.CBL to calculate Pennsylvania Act 32 Local Earned Income Tax correctly for an employee who lives and works in the same Pennsylvania Act 32 tax jurisdiction and who elects to have an additional amount of tax withheld for that Pennsylvania Act 32 tax jurisdiction.

Prior to the modifications, only the additional amount of tax was withheld, as shown in the following example:

An employee who lives and works in a Pennsylvania Act 32 tax jurisdiction with a resident tax rate of 1.00 % is paid $2,000. The employee requests that $10.00 in additional tax be withheld for the Pennsylvania Act 32 tax jurisdiction.

Before Tax Update 18-A modifications

After Tax Update 18-A modifications

Correct tax calculation:

$20.00 = $2,000 * 1.00%$10.00 = additional tax requested$30.00 = correct total tax to be withheld

Only $10.00 tax was withheld.

Correct tax amount of $30.00 is withheld.



Patch Number


Country /Product


SQR/SQC Programs

Database Objects

Scripts Other

26277257 18-A CAN X

CAN: ANNUALIZED TAX FOR 4X & 8X NOT CORRECT QIT FOR OVERRIDE VS CALC'D

Patch 26277257 modifies PSPCNTAX.CBL to correctly process a one-time before-tax pension override when calculating Quebec income tax.

Prior to the modifications, in some situations where there were only annualized earnings and a before-tax pension override, the Quebec income tax was overstated.



Patch Number


Country /Product


SQR/SQC Programs

Database Objects

Scripts Other

26360251 18-A US X

MASS RETRO REQUEST SHOWS DUPLICATE BECAUSE MANUAL DIDN'T CLOSE

Patch 26360251 modifies PSPRPMSS.DMS to correctly create Mass Retroactive Pay requests.

Prior to the modifications, an employee with an existing Retro Pay request with status = ”Manually Loaded to Paysheet” did not have the Retro Pay request correctly closed. As a result of this problem, when a Mass Retro Pay Request was subsequently processed, the employee’s DUPLICATE_FLAG field was incorrectly set to “Y” (YES) in the PS_RETROPAY_EARNS table, indicating that the employee had another Retro Pay request with an “open” status. After the modifications, the DUPLICATE_FIELD is correctly set to “N” (NO) in this situation.



Patch Number


Country /Product


SQR/SQC Programs

Database Objects

Scripts Other

26371412 18-A CAN X

CAN: RL-1 AND RL-2 ELECTRONIC MEDIA CHANGES FOR 2017 YEAR-END REPORTING

CTX910RM.SQR produces a file in XML format for reporting of original, amended, and cancelled RL-1 information. Patch 26371412 modifies the program to include the certification number RQ-17-01-020 for the 2017 RL-1 electronic file.

CTX910VM.SQR produces a file in XML format for reporting of original, amended, and cancelled RL-2 information. Patch 26371412 modifies the program to include the certification number RQ-17-02-007 for the 2017 RL-2 electronic file.



Patch Number


Country /Product


SQR/SQC Programs

Database Objects

Scripts Other

26371467 18-A CAN X

CAN: UPDATE THE TAX FORM DEFINITIONS FOR 2017

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. Patch 26371467 modifies the program to support the pre-printed T4A slip changes for tax year 2017. Box 026 (Eligible Retiring allowances) and Box 027 (Non-eligible retiring allowances) have been removed from the program since these boxes will not be required for 2017 year-end reporting.

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. Patch 26371467 modifies the program to support the pre-printed T4A slip changes for tax year 2017. Box 026 (Eligible Retiring allowances) and Box 027 (Non-eligible retiring allowances) have been removed from the program since these boxes will not be required for 2017 year-end reporting.

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. Patch 26371467 modifies the program to support the pre-printed T4A slip changes for tax year 2017. Box 026 (Eligible Retiring allowances) and Box 027 (Non-eligible retiring allowances) have been removed from the program since these boxes will not be required for 2017 year-end reporting.

CTX910AU.SQR produces an audit register of amounts to be reported on the original year-end tax slips for each employee, taken from the year-end slip records created by the load program CTX910LD. Patch 26371467 modifies the program to support the pre-printed T4A slip changes for tax year 2017. Box 026 (Eligible Retiring allowances) and Box 027 (Non-eligible retiring allowances) have been removed from the program since these boxes will not be required for 2017 year-end reporting.



Patch Number


Country /Product


SQR/SQC Programs

Database Objects

Scripts Other

26395390 18-A US X

WI EFW2 CHANGES REQUIRED FOR YR 2017

TAX960ST.SQR is modified to support new unique Form W-2 reporting requirements mandated by the Wisconsin Department of Revenue, described in the document “W-2 Preparation Guidance for Employers Engaged In Business In Wisconsin,” which is published on the Wisconsin Department of Revenue website.

Wisconsin now requires employers to submit a W-2 record for Wisconsin (W-2 box 15 = WI) for payments to an employee in either of the following situations, regardless of whether Wisconsin tax is required to be withheld from the payments or whether the payments would constitute Wisconsin taxable wages subject to employer withholding under Wisconsin’s reciprocal withholding tax agreements and arrangements with other states:

· Payments made to Wisconsin residents, regardless of where services are performed.· Payments made to nonresidents for services performed in Wisconsin.

In some situations (such as in Example 4 in the “W-2 Preparation Guidance for Employers Engaged In Business In Wisconsin” document), compliance with this Wisconsin requirement may result in the creation of a W-2 record for Wisconsin that includes no Wisconsin taxable wage or tax amount.

Example: An Illinois resident working in Wisconsin is paid a total of $50,000 during tax year 2017. As a result of the tax reciprocity agreement between Illinois and Wisconsin (Reciprocity Rule 5A: “Do not withhold for the work state. Report work state with no wages.”), the employee has the following YTD tax balances for 2017:

Taxable Wages Tax WithheldIllinois 50,000.00 2,475.00Wisconsin 0.00 0.00

Prior to the modifications, no data for the employee in the above example would have been included on the W-2 file created for Wisconsin.

With the modifications delivered in Tax Update 18-A, the W-2 file created for Wisconsin will contain two RS Records for the employee in the above example:

RS Record Positions ContentRS Record #1

Positions 274-275 17 (state code for Illinois)Positions 276-286 00005000000Positions 287-297 00000247500

RS Record #2Positions 274-275 55 (state code for Wisconsin)Positions 276-286 00000000000Positions 287-297 00000000000

PRTMMREF.SQC is also redelivered with modifications related to compliance with the new Wisconsin W-2 reporting requirement.



Patch Number


Country /Product


SQR/SQC Programs

Database Objects

Scripts Other

26560386 18-A US X X X

DELIVER MODIFICATIONS TO SUPPORT CORRECTIONS FOR BOX 12FF FOR YEAR END 2017

TAX920US.SQR, in conjunction with W2C.SQC, 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.

TAX921US.SQR, in conjunction with W2C.SQC, produces the W-2c Data Audit for the U.S., American Samoa, Guam, and the U.S. Virgin Islands, based on the W-2c records created by TAX920US.SQR.

Patch 26560386 modifies the programs to support the reporting of corrections to dollar amounts reported in box 12FF on Forms W-2c, W-2cAS, W-2cGU, and W-2cVI, beginning with tax year 2017:

Box 12FF: Permitted Benefits Under a Qualified Small Employer Health Reimbursement Arrangement

Tax Update 18-A also delivers a script to update the Tax Form Definition and Tax Form Print Parameters tables for Forms W-2c, W-2cAS, W-2cGU, and W-2cVI for tax year 2017 to include new box 12FF.

This script also updates the default calendar year on the PS_YE_W2C_INSTALL table to 2017.



Patch Number


Country /Product


SQR/SQC Programs

Database Objects

Scripts Other

26713453 18-A CAN X

CAN: QPIP NOT ADJUSTING FOR NEGATIVE EARNINGS WHEN YEARLY LIMITS REACHED

Patch 26713453 modifies PSPCNTAX.CBL and PSPXCALC.CBL to correctly calculate QPIP employee and employer premiums during pay calculation in the following scenario:

· The employee’s QPIP YTD Taxable Gross reached the QPIP yearly maximum in a prior pay period. · The employee has negative QPIP insurable earnings in the current pay period that reduces the total QPIP insurable

earnings to an amount below the QPIP yearly maximum.

Prior to the modifications, employee and employer QPIP premiums were calculated incorrectly.



Patch Number


Country /Product


SQR/SQC Programs

Database Objects

Scripts Other

26983000 18-A E&G X

E&G: MODIFY 1042-S PROCESSING FOR TAX YEAR 2017 - PORTAL FOLDER

See the entry for Patch 25641003: E&G: MODIFY 1042-S PROCESSING TO COMPLY WITH IRS REQUIREMENTS FOR TAX YEAR 2017


For a detailed list of the object changes, see the separate document delivered with Tax Update 18-A:2017 1042-S Year End Object Changes List.xlsx



Patch Number


Country /Product


SQR/SQC Programs

Database Objects

Scripts Other

26983013 18-A E&G X X

E&G: MODIFY 1042-S PROCESSING FOR TAX YEAR 2017 - MENU CHANGE






Patch Number


Country /Product


SQR/SQC Programs

Database Objects

Scripts Other

26983021 18-A E&G X X

E&G: MODIFY 1042-S PROCESSING FOR TAX YEAR 2017 - PERMISSION LIST






Patch Number


Country /Product


SQR/SQC Programs

Database Objects

Scripts Other

27036910 18-A CAN X

CAN: 2018 TAX RATES REQUIRING COBOL CHANGES

Patch 27036910 modifies PSPCNTAX.CBL with the hard-coded rates for the KP factor, British Columbia, and the Yukon, as well as for the calculation of the Basic Personal Amount for individuals in Nova Scotia.



Patch Number


Country /Product


SQR/SQC Programs

Database Objects

Scripts Other

27043152 18-A US X

MO RES KS WORK SWT FOR MO INCORRECT IF EE HAS MO LOCAL

Patch 27043152 modifies PSPPYNET.CBL to correctly calculate Missouri withholding tax for an employee who is a Missouri resident working 100% of the pay period in a state other than Missouri who is also subject to the withholding of a tax for a Missouri local tax jurisdiction (e.g., Kansas City or St. Louis).

Prior to the modifications, Missouri withholding tax was not calculated correctly for an employee in this situation.



Patch Number


Country /Product


SQR/SQC Programs

Database Objects

Scripts Other

27078215 18-A US X

INCORRECT CALCULATION OF NEW JERSEY TAXES

Patch 27078215 modifies PSPPYNET.CBL, PSPUSTAX.CBL, and copy member PSCTAXWK.CBL to correctly calculate the resident state withholding tax for an employee in the following scenario:

1. The employee is a resident of one state and works in another state; and2. The residence state/work state combination is covered by State Tax Reciprocity Rule 2 (“Withhold calculated residence

state tax on work state wages to extent that calculated residence state withholding exceeds calculated work state withholding”), such as a New Jersey resident working in New York; and

3. The employee is paid supplemental or special supplemental earnings on a confirmed off-cycle check; and4. The employee is paid regular, supplemental, and special supplemental earnings on an on-cycle check in the same pay

calendar as the off-cycle check.

Prior to the modifications, the resident state withholding tax was over-calculated on the on-cycle check (step 4) in this situation.



Patch Number


Country /Product


SQR/SQC Programs

Database Objects

Scripts Other

27098238 18-A US X X

2018 U.S. PAYROLL TAX & LEGISLATIVE ITEMS TOO LATE FOR 17-E DELIVERY

Patch 27098238 delivers U.S. tax table updates for payroll tax changes effective January 1, 2018, which were announced or published too late for delivery in Tax Update 17-E. All of the U.S. tax table changes which were included in Patch 27098238 are redelivered in Tax Update 18-A as part of Patch 27268751.



Patch Number


Country /Product


SQR/SQC Programs

Database Objects

Scripts Other

27098395 18-A CAN X X

2018 CANADIAN PAYROLL TAX & LEGISLATIVE ITEMS TOO LATE FOR 17-E DELIVERY

Patch 27098395 delivers Canadian tax table updates for payroll tax changes effective January 1, 2018, which were announced or published too late for delivery in Tax Update 17-E. All of the Canadian tax table changes which were included in Patch 27098395 are redelivered in Tax Update 18-A as part of Patch 27338659.



Patch Number


Country /Product


SQR/SQC Programs

Database Objects

Scripts Other

27099971 18-A US X

MICHIGAN EFW2 CHANGES FOR 2017 REPORTING: DETROIT LWT INFO ADDED TO RS RECORD

TAX960ST.SQR reports W-2 wage and tax data to state tax agencies that accept submissions in the SSA EFW2 reporting format. The program is redelivered with modifications to comply with updated reporting requirements for Michigan.

Beginning with reporting for tax year 2017, Michigan requires that Detroit taxable wages and tax withheld be reported on the RS Record, in addition to the Michigan state taxable wages and tax withheld.

https://www.michigan.gov/documents/447_web_fill_102204_106911_7.pdf

RS Record positions

Description Before Tax Update 18-A modifications

After Tax Update 18-A modifications

(for employees with Detroit taxable wages)

305–307 City of Detroit Code Not reported 170

308 Tax Type Code Not reported C

309-319 City Taxable Wages Not reported Detroit taxable wages

320-330 City Tax Withheld Not reported Detroit tax withheld

331-512 Blank Blank Blank

Positions 305-512 are blank-filled if an employee does not have any reportable information for the City of Detroit.

If an employee has reportable information only for the City of Detroit, but has no reportable dollars for Michigan state taxable wages or tax withheld, then RS Record positions 276-286 (Michigan state taxable wages) and 287-297 (Michigan state tax withheld) are zero-filled.

PRTMMREF.SQC, TAX962ST.SQR, and TAXMMREF.SQC are also redelivered with modifications to comply with the new Michigan reporting requirements for tax year 2017.


https://www.michigan.gov/documents/447_web_fill_102204_106911_7.pdf


Patch Number


Country /Product


SQR/SQC Programs

Database Objects

Scripts Other

27134052 18-A US X

NORTH CAROLINA EFW2 CHANGES FOR 2017 REPORTING

TAX960ST.SQR reports W-2 wage and tax data to state tax agencies that accept submissions in the SSA EFW2 reporting format. The program is redelivered with modifications to comply with updated reporting requirements North Carolina.

Beginning with W-2 reporting for tax year 2017, North Carolina now requires the RA, RT, and RF Records on the file, in addition to the previously required RE, RW, and RS Records.

https://www.dornc.com/electronic/enc3/w2.pdf

North Carolina EFW2 file records required for tax years 2016 and earlier

North Carolina EFW2 file records required beginning with tax year 2017

RERWRS

RARERWRSRTRF


https://www.dornc.com/electronic/enc3/w2.pdf


Patch Number


Country /Product


SQR/SQC Programs

Database Objects

Scripts Other

27138039 18-A US X

TAX810FL.SQR: NEW SOFTWARE ID ISSUED FOR PEOPLESOFT

TAX810FL.SQR reports employee quarterly wage and tax data to Florida. Patch 27138039 modifies the program to report the new Software ID assigned to Oracle/PeopleSoft Payroll for North America beginning with submissions for the quarter ending December 31, 2017 (due January 31, 2018), as shown below. (Florida will provide a new Software ID for Fiscal Year 2018.)

The state of FL will provide a new Software ID to be used each year write 10 from '<SoftwareId>EGvSY3VJRi</SoftwareId>'

Prior to the modifications, the old Software ID “10001104” was reported.



Patch Number


Country /Product


SQR/SQC Programs

Database Objects

Scripts Other

27161339 18-A US X

TAX910LD DOESN'T CREATE WI YE RCDS/EE HAS LIVED IN MULTIPLE STATES & WORKS IN WI

TAX910LD.SQR loads data to the year-end records PS_YE_EE, PS_YE_DATA, and PS_YE_AMOUNTS.

Patch 2716 modifies the program to correctly load data for an employee who has zero-amount state withholding tax balances for Wisconsin when the following conditions are present:

· The employee with zero-amount state withholding tax balances for Wisconsin is processed immediately before an employee with tax balances for the Commonwealth of Puerto Rico or one of the U.S. territories (American Samoa, Guam, or the U.S. Virgin Islands); and

· The option of either “All Employees” or “Selected W-2 Company” is selected on the Run Control page for the Load Year End Data process.

Prior to the modifications, the program did not correctly load the zero-amount Wisconsin state withholding data for an employee in the above situation, which resulted in incorrect W-2 reporting.



Patch Number


Country /Product


SQR/SQC Programs

Database Objects

Scripts Other

27170534 18-A US X

TAX810KY.SQR Q3 2017 EXCESS WAGES REQUIRED S RECORD POSITIONS 78-91

TAX810KY.SQR reports employee quarterly wage and tax data to Kentucky in the ICESA format. Patch 27170534 modifies the program to comply with new requirements to report employee QTD Excess Wages in positions 78-91 on the “S” Record. Prior to the modifications, employee QTD Excess Wages were not required to be reported.

https://kewes.ky.gov/Employertax/ELECTRONIC_WAGE_AND_TAX_REPORTING.pdf


https://kewes.ky.gov/Employertax/ELECTRONIC_WAGE_AND_TAX_REPORTING.pdf


Patch Number


Country /Product


SQR/SQC Programs

Database Objects

Scripts Other

27206480 18-A CAN X

CAN: MODIFY THE RL PRINT PROGRAM DUE TO LATE RECEIPT OF 2017 FORMS

CTX910RP.SQR produces formatted laser RL-1 slips with a variety of sort options. Processing type options provide for original, amended, and cancelled slips, as well as the reprinting of duplicate slips. Patch 27206480 modifies the program to accommodate a slight change in the placing of some of the fields on the RL-1 pre-printed forms for tax year 2017.



Patch Number


Country /Product


SQR/SQC Programs

Database Objects

Scripts Other

27206619 18-A CAN X

CAN: 2018 QUEBEC RATE REQUIRING COBOL CHANGE

Patch 27206619 modifies PSPCNTAX.CBL to incorporate the variable used in the Quebec tax calculations.Variable H - Deduction for Employment increased from $1140 to $1150 effective on the first cheque paid in 2018.



Patch Number


Country /Product


SQR/SQC Programs

Database Objects

Scripts Other

27215276 18-A E&G X

E&G: MODIFY 1042-S PROCESSING FOR TAX YEAR 2017 - PRINT EXEMPTION CODE IN BOX 4A

Patch 27215276 modifies program TAX950.SQR to populate Form 1042-S box 4a (Chapter 4 exemption code) with the value “15” for all Form 1042-S records (in box 4a on printed forms and in positions 54-55 of the Recipient “Q” record on the electronic file). Exemption code 15 identifies the payee as not subject to Chapter 4 withholding. (For Form 1042-S reporting, PeopleSoft Payroll for North America supports only those fields related to the reporting of payments to foreign individuals under Chapter 3 of the Internal Revenue Code.)



Patch Number


Country /Product


SQR/SQC Programs

Database Objects

Scripts Other

27233787 18-A US X X

CONSOLIDATED US YEAR END AND QUARTERLY REPORTS TOO LATE FOR 17-E

Patchset 27233787 delivered a group of legislative updates in advance of their delivery in Tax Update 18-A in order to assist customers in meeting compliance reporting deadlines.

Patch 25884348: EFW2 REPORTING REQUIRED FOR WHITEHALL OH LOCALITY 84742Patch 26395390: WI EFW2 CHANGES REQUIRE D FOR YR 2017Patch 27099971: MICHIGAN EFW2 CHANGES FOR 2017 REPORTING: DETROIT LWT INFO ADDED TO RS RECORDPatch 27134052: NORTH CAROLINA EFW2 CHANGES FOR 2017 REPORTINGPatch 27138039: TAX810FL.SQR: NEW SOFTWARE ID ISSUED FOR PEOPLESOFTPatch 27161339: TAX910LD DOESN'T CREATE WI YE RCDS IN CERTAIN SCENARIOSPatch 27170534: TAX810KY.SQR Q3 2017 EXCESS WAGES REQUIRED S RECORD POSITIONS 78-91Patch 27248249: AFTER 17E, MISSOURI LOCAL EFW2 RS RECORDS INCORRECT

The product modifications delivered with each patch number listed above are redelivered in Tax Update 18-A. For a detailed description of the product modifications, see the individual entry for the specific patch numbers in this section of this document.



Patch Number


Country /Product


SQR/SQC Programs

Database Objects

Scripts Other

27240442 18-A CAN X

CAN: PSPCNTAX FAILING ON IBM DB2 COMPILER

Patch 27240442 modifies PSPCNTAX.CBL to correct the syntax of the EVALUATE statement for the Nova Scotia BPA calculation.

Prior to the modifications, an IBM Compiler error was generated.



Patch Number


Country /Product


SQR/SQC Programs

Database Objects

Scripts Other

27248249 18-A US X

AFTER 17E, MISSOURI LOCAL EFW2 RS RECORDS INCORRECT

TAXMMREF.SQC, (in conjunction with TAX960LC.SQR and TAX960ST.SQR), reports W-2 wage and tax data to state and local tax jurisdictions that accept the Social Security Administration EFW2 format for electronic filing.

Patch 27248249 modifies TAXMMREF.SQC to accurately report W-2 data for Missouri localities on the RS Record in positions 203-234, 248-267, and 308-327. Prior to the modifications (after applying modifications delivered in Tax Update 17E), the program incorrectly reported blanks in these positions.



Patch Number


Country /Product


SQR/SQC Programs

Database Objects

Scripts Other

27260901 18-A CAN X

CAN: ROUNDING ISSUE WHEN RUNNING THE TAX103CN FOR QUEBEC NET CLAIM

TAX103CN.SQR calculates and updates Federal, Québec and provincial basic source deductions for employees by generating a new Canadian Income Tax Data record for each employee who is active as of the Effective Date specified. The program is modified to enforce the Revenue Quebec rounding rule, which rounds the calculated Quebec Net Claim amount to the nearest dollar.

Prior to the modifications, the Revenue Quebec rounded the calculated Quebec Net Claim amount to the nearest multiple of 5.



Patch Number


Country /Product


SQR/SQC Programs

Database Objects

Scripts Other

27261011 18-A CAN X

CAN: ADDL TAX WITHHOLDING BY PERCENTAGE CANADIAN PAY NOT WORKING AFTER 17-E

Patch 27261011 modifies PSPCPCAL.CBL and PSPXCALC.CBL so that when an employee’s CIT status is set to “Maintain gross” and an Additional Withholding Percentage is specified, the calculated amount is taken correctly.

Prior to the modifications, only the regular tax was withheld in this situation.



Patch Number


Country /Product


SQR/SQC Programs

Database Objects

Scripts Other

27268751 18-A US X X

CONSOLIDATED U.S. TAX TABLE CHANGES - TAX UPDATE 18-A

Patch 27268751 updates U.S. tax tables as described in the later U.S. Tax Table Changes section of this document.



Patch Number


Country /Product


SQR/SQC Programs

Database Objects

Scripts Other

27268800 18-A N/A X

CREATE TAX UPDATE 18-A TIMESTAMP



Patch Number


Country /Product


SQR/SQC Programs

Database Objects

Scripts Other

27275789 18-A US X

COLORADO NO LONGER REQUIRES SWT ROUNDING EFFECTIVE JAN 01 2018

Patch 27275789 modifies PSPDEDTX.CBL and PSPPYNET.CBL to stop the rounding of Colorado withholding tax amounts to whole dollars, to comply with the repeal (as of January 1, 2018, per letter from the Colorado Department of Revenue) of Regulation 1 CCR 201-2:39-22-604.5, which had required that Colorado withholding tax amounts be rounded to whole dollars.



Patch Number


Country /Product


SQR/SQC Programs

Database Objects

Scripts Other

27284092 18-A CAN X X

CAN: TAX UPDATE 17-E DELETES CANADA TAX ROWS INSERTED BY TAX UPDATE 17-C

Patch 27284092 redelivers the Canadian Tax Table rows with Effective Date = 2017-07-01 and Effective Date = 2017-08-01, which were originally delivered in Tax Update 17-C but which were subsequently erroneously deleted in Tax Update 17-E.



Patch Number


Country /Product


SQR/SQC Programs

Database Objects

Scripts Other

27334371 18-A US X X

UPDATE 1042-S IRS INCOME CODE FOR OTHER INCOME EFFECTIVE FOR TAX YEAR 2017

The IRS Income Code for “Other Income” is updated from 54 to 23, per IRS Form 1042-S instructions for tax year 2017.



Patch Number


Country /Product


SQR/SQC Programs

Database Objects

Scripts Other

27338659 18-A CAN X X

CAN: CONSOLIDATED CANADIAN TAX TABLE CHANGES - TAX UPDATE 18-A

Patch 27338659 updates Canadian tax tables as described in the later Canadian Tax Table Changes section of this document.



Patch Number


Country /Product


SQR/SQC Programs

Database Objects

Scripts Other

27339350 18-A US X X

CONSOLIDATED U.S. GARNISHMENT TABLE CHANGES - TAX UPDATE 18-A

Patch 27339350 updates U.S. garnishment tables as described in the later U.S. Garnishment Changes section of this document.



U.S. Changes(Patch 27268751 for all changes except Garnishment Rules Table and Income Code Table)

Federal / State Tax Table

State Effective Date of Table Entry

Table Update Description

$U 01/01/2018 The table entry effective-dated 01/01/2018 which was delivered with Tax Update 17-E is updated to include the November 27, 2017, Social Security Administration announcement that the 2018 taxable wage base will be $128,400, instead of the originally announced $128,700.

https://www.ssa.gov/news/press/releases/2017/#11-2017-1

AK 01/01/2018 The table entry effective-dated 01/01/2018 which was delivered with Tax Update 17-E is updated to include the decrease in the state unemployment insurance taxable wage base from $39,800 to $39,500 for 2018; the state unemployment insurance employee tax deduction rate remains unchanged at 0.50% of taxable wages.

http://labor.state.ak.us/estax/faq/w1.htm

CA 01/01/2018 The table entry effective-dated 01/01/2018 which was delivered with Tax Update 17-E is updated to include the following additional changes:

1. California withholding tax changes effective January 1, 2018, as published by the California Employment Development Department.

2. For 2018, the taxable wage base for California State Disability Insurance is increased from $110,902 to $114,967. The California State Disability Insurance employee tax rate is increased from 0.009000 to 0.010000.

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


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

http://labor.state.ak.us/estax/faq/w1.htm

https://www.ssa.gov/news/press/releases/2017/#11-2017-1




DC 01/01/2018 A new table entry effective-dated 01/01/2018 includes withholding tax changes effective January 1, 2018, as published by the District of Columbia Office of Tax and Revenue. The annual withholding allowance amount is increased from $1,775 to $4,150.

https://otr.cfo.dc.gov/node/1293711

HI 01/01/2018 The table entry effective-dated 01/01/2018 which was delivered with Tax Update 17-E is updated to include the following changes for 2018:

1. The state unemployment insurance taxable wage base is increased from $44,000 to $45,900.

http://labor.hawaii.gov/ui/news/tax-rate-schedule-and-weekly-benefit-amount/

2. For tax year 2018, the maximum taxable gross for Hawaii state temporary disability insurance and voluntary plan temporary disability insurance programs is $55,568 ($1,068.62 weekly), per the Disability Compensation Division of the Hawaii Department of Labor and Industrial Relations. The employee tax rate remains unchanged at 0.5%.

http://labor.hawaii.gov/dcd/forms/guidelines/

ID 01/01/2018 The state unemployment taxable wage base is increased from $37,800 to $38,200 for 2018.

http://labor.idaho.gov/dnn/idl/Businesses/UnemploymentTax/UnemploymentTaxRates.aspx?AspxAutoDetectCookieSupport=1




http://labor.hawaii.gov/dcd/forms/guidelines/

http://labor.hawaii.gov/ui/news/tax-rate-schedule-and-weekly-benefit-amount/

https://otr.cfo.dc.gov/node/1293711




IL 01/01/2018 A new table entry effective-dated 01/01/2018 includes withholding tax changes effective January 1, 2018, as published by the Illinois Department of Revenue. The annual withholding allowance amount is decreased from $2,175 to $2,000.

http://tax.illinois.gov/TaxForms/Withholding/IL-700-T.pdf

K0Kenton County KY

01/01/2018 The table entry effective-dated 01/01/2018 which was delivered in Tax Update 17-E is updated with the following corrections to the Rates page to reflect the November 27, 2017, Social Security Administration announcement that the 2018 taxable wage base will be $128,400, instead of the originally announced $128,700.

Low Gross Low Tax

Before the correction $128,700.00 $291.18

After the correction $128,400.00 $290.86

KY 01/01/2018 For tax year 2018, the standard deduction amount used in the Kentucky state withholding tax calculation is increased from $2,480 to $2,530, as announced by the Kentucky Department of Revenue.

https://revenue.ky.gov/Business/PublishingImages/Pages/Employer-Payroll-Withholding/2018%2042A003%28TCF%29.pdf

MN 01/01/2018 The table entry effective-dated 01/01/2018 which was delivered in Tax Update 17-E is updated to include Minnesota withholding tax changes effective beginning with wages paid on or after January 1, 2018.

http://www.revenue.state.mn.us/Forms_and_Instructions/wh_tables_18.pdf


http://www.revenue.state.mn.us/Forms_and_Instructions/wh_tables_18.pdf

https://revenue.ky.gov/Business/PublishingImages/Pages/Employer-Payroll-Withholding/2018%2042A003(TCF).pdf

https://revenue.ky.gov/Business/PublishingImages/Pages/Employer-Payroll-Withholding/2018%2042A003(TCF).pdf

http://tax.illinois.gov/TaxForms/Withholding/IL-700-T.pdf




ND 01/01/2018 A new table entry dated 01/01/2018 includes the increase in the North Dakota state unemployment insurance taxable wage base from $35,100 to $35,500 for tax year 2018.

http://www.jobsnd.com/unemployment-business/resources

NY 01/01/2018 The table entry effective-dated 01/01/2018 which was delivered in Tax Update 17-E is updated to include New York state withholding tax changes effective January 1, 2018, as published by the New York State Department of Taxation and Finance in Publication NYS-50-T-NYS (1/18).

https://www.tax.ny.gov/pdf/publications/withholding/nys50_t_nys.pdf


https://www.tax.ny.gov/pdf/publications/withholding/nys50_t_nys.pdf

http://www.jobsnd.com/unemployment-business/resources




RI 01/01/2018 The table entry effective-dated 01/01/2018 which was delivered in Tax Update 17-E is updated to include the following additional changes:

1. Rhode Island withholding tax changes effective January 1, 2018, as published by the Rhode Island Division of Taxation.

http://www.tax.ri.gov/forms/2018/Withholding/2018%20Withholding%20Booklet.pdf

2. For 2018, the taxable wage base for Rhode Island Temporary Disability Insurance is increased from $68,100 to $69,300. The Rhode Island Temporary Disability Insurance tax rate is decreased from 0.012000 to 0.011000.

http://www.dlt.ri.gov/lmi/news/quickref.htm

3. The standard state unemployment taxable wage base is increased from $22,400 to $23,000 for 2018. The special higher state unemployment taxable wage base for employers that have an experience rating of 9.49% is increased from $23,900 to $24,500.


Note: Only the standard unemployment taxable wage base value of $23,000 is delivered in the State Tax Table entry for Rhode Island. Employers subject to the higher Rhode Island unemployment taxable wage base in tax year 2018 should add new rows to Company State Tax Table entries for Rhode Island effective-dated 01/01/2018 with the $24,500 value.

TN 01/01/2018 A new table entry dated 01/01/2018 includes the decrease in the state unemployment insurance taxable wage base from $8,000 to $7,000 for tax year 2018.

https://www.tn.gov/workforce/employers/tax-and-insurance-redirect/unemployment-insurance-tax/ui-tax-rates.html











UT 01/01/2018 A new table entry dated 01/01/2018 includes the increase in the state unemployment insurance taxable wage base from $33,100 to $34,300 for tax year 2018.

https://jobs.utah.gov/UI/Employer/Public/Questions/TaxRates.aspx

Z1New York City

01/01/2018 A new table entry dated 01/01/2018 is added to deliver New York City withholding tax changes which are effective for wages paid on or after January 1, 2018 as published by the New York State Department of Taxation and Finance in Publication NYS-50-T-NYC (1/18).

https://www.tax.ny.gov/pdf/publications/withholding/nys50_t_nyc.pdf

Z2Yonkers

01/01/2018 A new table entry dated 01/01/2018 is added to deliver withholding tax changes for residents of the City of Yonkers which are effective for wages paid on or after January 1, 2018, as published by the New York State Department of Taxation and Finance in Publication NYS-50-T-Y (1/18). (Nonresident withholding tax rates remain unchanged.)

https://www.tax.ny.gov/pdf/publications/withholding/nys50_t_y.pdf


https://www.tax.ny.gov/pdf/publications/withholding/nys50_t_y.pdf

https://www.tax.ny.gov/pdf/publications/withholding/nys50_t_nyc.pdf

https://jobs.utah.gov/UI/Employer/Public/Questions/TaxRates.aspx


Summary of State UI Taxable Wage Base Limits for 2018

State2017

State UI Taxable Wage Base Limit

2018State UI Taxable Wage Base

LimitChange Delivered in Tax

Update

Alabama 8,000 8,000 UnchangedAlaska (decrease) 39,800 39,500 18-AArizona 7,000 7,000 UnchangedArkansas (decrease) 12,000 10,000 17-ECalifornia 7,000 7,000 UnchangedColorado 12,500 12,600 17-EConnecticut 15,000 15,000 UnchangedDelaware (decrease) 18,500 16,500 17-EDistrict of Columbia 9,000 9,000 UnchangedFlorida 7,000 7,000 UnchangedGeorgia 9,500 9,500 UnchangedHawaii 44,000 45,900 18-AIdaho 37,800 38,200 18-AIllinois 12,960 12,960 UnchangedIndiana 9,500 9,500 UnchangedIowa 29,300 29,900 17-EKansas 14,000 14,000 UnchangedKentucky 10,200 10,200 UnchangedLouisiana 7,700 7,700 UnchangedMaine 12,000 12,000 UnchangedMaryland 8,500 8,500 UnchangedMassachusetts 15,000 15,000 UnchangedMichigan 9,000 9,000 UnchangedMinnesota 32,000 32,000 UnchangedMississippi 14,000 14,000 UnchangedMissouri (decrease) 13,000 12,500 17-EMontana 31,400 32,000 17-ENebraska 9,000 9,000 UnchangedNevada 29,500 30,500 17-ENew Hampshire 14,000 14,000 UnchangedNew Jersey 33,500 33,700 17-ENew Mexico (decrease) 24,300 24,200 17-ENew York 10,900 11,100 17-ENorth Carolina 23,100 23,500 17-ENorth Dakota 35,100 35,500 18-AOhio 9,000 9,500 17-EOklahoma (decrease) 17,700 17,600 17-EOregon 38,400 39,300 17-EPennsylvania 9,750 10,000 17-EPuerto Rico 7,000 7,000 UnchangedRhode Island 22,400 or 23,900 * 23,000 or 24,500 * 18-ASouth Carolina 14,000 14,000 UnchangedSouth Dakota 15,000 15,000 UnchangedTennessee (decrease) 8,000 7,000 18-A



State2017

State UI Taxable Wage Base Limit

2018State UI Taxable Wage Base

LimitChange Delivered in Tax

Update

Texas 9,000 9,000 UnchangedUtah 33,100 34,300 18-AVermont 17,300 17,600 17-EVirgin Islands 23,500Virginia 8,000 8,000 UnchangedWashington 45,000 47,300 17-EWest Virginia 12,000 12,000 UnchangedWisconsin 14,000 14,000 UnchangedWyoming (decrease) 25,400 24,700 17-E

* Note (Rhode Island): Only the (lower) standard unemployment taxable wage base value is stored in the State Tax Table entry for Rhode Island. Employers with an experience rate of 9.79% who are subject to the higher Rhode Island unemployment taxable wage base amount should update their Company State Tax Table entry for Rhode Island.



Local Tax Table

Note: Corrections listed below to the 2018 maximum tax amounts for Kentucky local occupational license taxes are a result of the Social Security Administration announcement on November 27, 2017, that the 2018 taxable wage base amount would be $128,400, instead of the originally announced amount of $128,700.

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

IN 005 Bartholomew 0.012500 / Resident0.012500 / Nonresident

0.017500 / Resident0.017500 / Nonresident

01/01/2018

015 Carroll 0.017039 / Resident0.017039 / Nonresident


01/01/2018

027 Daviess 0.017500 / Resident0.017500 / Nonresident


01/01/2018

031 Decatur 0.013300 / Resident0.013300 / Nonresident


01/01/2018

055 Greene 0.012500 / Resident0.012500 / Nonresident


01/01/2018

067 Howard 0.016500 / Resident0.016500 / Nonresident


01/01/2018

101 Martin 0.015000 / Resident0.015000 / Nonresident


01/01/2018

107 Montgomery 0.021000 / Resident0.021000 / Nonresident


01/01/2018

117 Orange 0.012500 / Resident0.012500 / Nonresident


01/01/2018

133 Putnam 0.017500 / Resident0.017500 / Nonresident


01/01/2018




IN 143 Scott 0.014100 / Resident0.014100 / Nonresident


01/01/2018

163 Vanderburgh 0.010000 / Resident0.010000 / Nonresident


01/01/2018

KY 00802 Alexandria Maximum tax = $1,930.50 Maximum tax = $1,926.00 01/01/2018(correction)

09838 Brodhead New entry 0.010000 / Resident0.010000 / Nonresident

07/01/2017

101 Henderson County New entry 0.010000 / Resident0.010000 / Nonresident

01/01/2016

117 Kenton County Maximum tax = $ 291.18 Maximum tax = $ 290.86 01/01/2018(correction)

16372 Cold Spring Maximum tax = $1,287.00 Maximum tax = $1,284.00 01/01/2018(correction)

17848 Covington Maximum tax = $3,153.15 Maximum tax = $3,145.80 01/01/2018(correction)

18442 Crestview Hills Maximum tax = $1,287.00 Maximum tax = $1,284.00 01/01/2018(correction)

213 Simpson County Maximum tax = $ 965.25 Maximum tax = $ 963.00 01/01/2018(correction)

22582F Dry Ridge Ferguson Tax Increment Finance Local Development Area (TIF LAD)

New entry 0.020000 / Resident0.020000 / Nonresident

03/09/2017

KY 27982 Florence Maximum tax = $2,574.00 Maximum tax = $2,568.00 01/01/2018(correction)




28612 Fort Wright Maximum tax = $1,480.05 Maximum tax = $1,476.60 01/01/2018(correction)

28918 Franklin Maximum tax = $1,287.00 Maximum tax = $1,284.00 01/01/2018(correction)

43840 Lancaster New entry 0.005000 / Resident0.005000 / Nonresident

08/01/2017

54642 Murray New entry 0.010000 / Resident0.010000 / Nonresident

01/01/2018

55884 Newport Maximum tax = $3,217.50 Maximum tax = $3,210.00 01/01/2018(correction)

57918 Olive Hill 0.005000 / Resident0.005000 / Nonresident


10/01/2017

80616 Warsaw Maximum tax = $1,287.00 Maximum tax = $1,284.00 01/01/2018(correction)

83172 Wilder Maximum tax = $2,862.00 Maximum tax = $2,889.00 01/01/2018

OH 04878 Bedford 0.022500 / Resident0.022500 / Nonresident


01/01/2018

09680 Brunswick 0.018500 / Resident0.018500 / Nonresident


01/01/2018

OH 2602 Evergreen LSD 0.020000 / Resident0.000000 / Nonresident


01/01/2018

34748 Heath 0.015000 / Resident0.015000 / Nonresident


01/01/2018




41454 Lakemore 0.020000 / Resident0.020000 / Nonresident


01/01/2018

44604 Lodi New entry 0.010000 / Resident0.010000 / Nonresident

Taxing Entity Code = 422W2 Reporting Agency = RITA

01/01/2018

51310 Monroe 0.015000 / Resident0.015000 / Nonresident


01/01/2018

53102 Mount Vernon 0.015000 / Resident0.015000 / Nonresident


01/01/2018

53312 Munroe Falls 0.020000 / Resident0.020000 / Nonresident


01/01/2018

58856 Orwell 0.010000 / Resident0.010000 / Nonresident


01/01/2018

73124 South Charleston 0.010000 / Resident0.010000 / Nonresident


01/01/2018

74916 Stoutsville New entry 0.010000 / Resident0.010000 / Nonresident


01/01/2018

OH 75896 Swanton 0.012500 / Resident0.012500 / Nonresident


01/01/2018

79282 Valleyview 0.010000 / Resident0.010000 / Nonresident


(tax repealed)

01/01/2018




80766 Wapakoneta 0.010000 / Resident0.010000 / Nonresident


01/01/2018

81732 Washingtonville New entry 0.005000 / Resident0.005000 / Nonresident


01/01/2018

82740 Wellsville 0.010000 / Resident0.010000 / Nonresident


01/01/2018

84742 Whitehall Taxing Entity Code = blankW2 Reporting Agency = blank

Taxing Entity Code = WHTW2 Reporting Agency = WHT

Correcting entry

85414 Williamsport New entry 0.005000 / Resident0.005000 / Nonresident


01/01/2018

OR 039 Lane County 0.007200 / Resident0.007200 / Nonresident


01/01/2018

P0746 Tri-County Transport 0.007437 / Resident0.007437 / Nonresident


01/01/2018

PA 320103 Burrell Twp 0.012500 / Resident0.000000 / Nonresident


01/01/2017

This table entry was originally delivered in Tax Update 17-E with an incorrect Effective Date of 11/01/2017. The table entry is redelivered in Tax Update 18-A with the correct Effective Date of 01/01/2017.




WV 14600 Charleston $129.94 / Resident$129.94 / Nonresident

Maximum Tax = $130.00

$156.00 / Resident$156.00 / Nonresident

Maximum Tax = $156.00

01/01/2018



Local Tax Table – Pennsylvania Local Earned Income Tax

Tax Update 18-A 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 Department of Community & Economic Development. Table updates are delivered for Local Tax Table entries for Local Earned Income Taxes for which previously existing tax rates do not match the current information downloaded from the Pennsylvania website. All updates to Pennsylvania Local Earned Income Tax entries in the Local Tax Table delivered in this tax update are effective-dated 01/01/2018.

http://munstats.pa.gov/Reports/ReportInformation2.aspx?report=EitWithCollector_Dyn_Excel&type=R

The Pennsylvania Local Earned Income Tax rate changes downloaded from the “Official Register” on the Pennsylvania website are documented separately in these files delivered with this tax update:

PA32EIT18A.doc Word documentPA32EIT18A.xls Excel spreadsheet

Local Tax Table – Pennsylvania Local Services Tax

Tax Update 18-A delivers updates to Pennsylvania Local Services Tax entries in the Local Tax Table based on the December 15, 2017 update of the “Official Register” on the website maintained by the Commonwealth of Pennsylvania. All updates to Pennsylvania Local Services Tax entries in the Local Tax Table delivered in this tax update are effective-dated 01/01/2018.

http://munstats.pa.gov/Reports/ReportInformation2.aspx?report=EitWithCollector_Dyn_Excel&type=O

The Pennsylvania Local Services Tax rate changes downloaded from the Official Register on Pennsylvania website are documented separately in these files delivered with this tax update:

PA18ALST.doc Word document PA18ALST.xls Excel spreadsheet


http://munstats.pa.gov/Reports/ReportInformation2.aspx?report=EitWithCollector_Dyn_Excel&type=O




Local Tax Reciprocity Table

Locality of Residence

Locality of Employment

Effective Date

Credit Reduction

Percent

Credit Limit Rate

Reciprocity Rule / Reason for Change

OH-04878Bedford

(blank)/$DFLT

01/01/2018

100.00 Changed from

0.015000to

0.022500

Rule 2: Withhold 100% of calculated work locality withholding on work locality wages. Then calculate residence locality withholding by the applicable method, depending on whether residence or work locality tax rate is greater.

Reason for Change:Table entry updated in conjunction with tax rate increase effective January 1, 2018.

OH-28014Fostoria

(blank)/$DFLT

01/01/2018

n/a n/a Rule 1: Withhold both work locality tax and residence locality tax on work locality wages.

Reason for Change:New table entry added to reflect the fact that, effective January 1, 2018, Fostoria OH does not allow a credit against its resident tax for taxes paid to other jurisdictions.

OH-34748Heath

(blank)/$DFLT

01/01/2018

100.00 Changed from

0.012500to

0.015000







Effective Date

Credit Reduction

Percent

Credit Limit Rate


OH-44604Lodi

(blank)/$DFLT

01/01/2018


Reason for Change:New table entry added in conjunction with new tax effective January 1, 2018; Lodi OH does not allow a credit against its resident tax for taxes paid to other jurisdictions.

OH-74916Stoutsville

(blank)/$DFLT

01/01/2018


Reason for Change:New table entry added in conjunction with new tax effective January 1, 2018; Stoutsville OH does not allow a credit against its resident tax for taxes paid to other jurisdictions.

OH-75896Swanton

(blank)/$DFLT

01/01/2018

50.00 Changed from

0.005000 to

0.010000



OH-81732Washingtonville

(blank)/$DFLT

01/01/2018


Reason for Change:New table entry added in conjunction with new tax effective January 1, 2018; Washingtonville OH does not allow a credit against its resident tax for taxes paid to other jurisdictions.





Effective Date

Credit Reduction

Percent

Credit Limit Rate


OH-82740Wellsville

(blank)/$DFLT

01/01/2018

50.00 0.015000

Rule changed from:

Rule 1: Withhold both work locality tax and residence locality tax on work locality wages.

to:


Reason for Change:Table entry updated in conjunction with tax rate increase effective January 1, 2018; Wellsville OH allows a partial reciprocal tax credit beginning January 1, 2018.

OH-85414Williamsport

(blank)/$DFLT

01/01/2018


Reason for Change:New table entry added in conjunction with new tax effective January 1, 2018; Willliamsport OH does not allow a credit against its resident tax for taxes paid to other jurisdictions.



Garnishment Rules Table (U.S.)(Patch 27339350)

State Rule ID Effective Date

Action

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

01/01/2018 Table entries containing the values used to calculate the amounts exempt from U.S. Federal tax levies in the year 2018 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

01/01/2018 Table entries containing the values used to calculate the amounts exempt from Arizona tax levies in the year 2018 are added to the Garnishment Rules Table, per confirmation from the Arizona Department of Revenue that Arizona will use the same exemption values published in the 2018 update of IRS Pub. 1494.


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


Income Code Table (Form 1042-S) (E&G)

(Patch 27334371)

PeopleSoft Income Code

Effective Date Table Update

50 01/01/2017 The IRS Income Code for “Other Income” is updated from 54 to 23, per IRS Form 1042-S instructions for tax year 2017.



Canadian Changes

(Patch 27338659)

Canadian Tax Table

Page Province Field Old Amount

New Amount

Effective Date

Tax Rates, Credits and Other

Quebec Cumulative Net Claim Credit Rate

0.20 0.15 01 Jan 2018


Annual Taxable Income (I1) $42,705.00 $43,055.00 01 Jan 2018






Provincial Constant (K1) $1,708.00 $2,152.00 01 Jan 2018






Taxation Rate (K) 0.16000 0.15000 01 Jan 2018

Provincial Rates NL WCB Limit $63,420.00 $64,375.00 01 Jan 2018

Provincial Rates SK WCB Limit $76,086.00 $82,627.00 01 Jan 2018

Provincial Rates YT WCB Limit $85,601.00 $86,971.00 01 Jan 2018



Inventory of COBOL and Store Statement Changes

Changed COBOL ModulesThis 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 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.

Module Patch Number(s)

COBOL Modules PSPCNTAX.CBL 26277257, 26713453, 27036910, 27206619, 27239941

PSPCPCAL.CBL 25269451, 27261011

PSPDEDTX.CBL 27275789

PSPPYNET.CBL 26241632, 27043152, 27078215, 27275789

PSPUSTAX.CBL 27078215

PSPXCALC.CBL 26713453, 27261011

Copy Member PSCTAXWK.CBL 27078215

Store Statement PSPRPMSS.DMS 26360251



Inventory of SQRs / SQCs

Module Patch Number(s)

U.S. modules PRTMMREF.SQC 26395390, 27099971, 27233787

PRTMREFC.SQC 26038374

TAX103CN.SQR 27260901

TAX810FL.SQR 27138039, 27233787

TAX810KY.SQR 27170534, 27233787

TAX910LD.SQR 27161339, 27233787

TAX920US.SQR 26560386

TAX921US.SQR 26560386

TAX922US.SQR 26038374

TAX923US.SQR 26038374

TAX950.SQR 25641003, 27215276

TAX951LD.SQR 25641003

TAX960LC.SQR 25884348, 27233787

TAX960ST.SQR 26395390, 27099971, 27134052, 27233787

TAX962ST.SQR 27099971, 27233787

TAXMMREF.SQC 25884348, 27099971, 27233787, 27248249

TAXMREF2.SQC 26038374

W2C.SQC 26560386

Canadian modules CTX910AA.SQR 26371467

CTX910AP.SQR 26371467

CTX910AS.SQR 26371467

CTX910AU.SQR 26371467

CTX910RM.SQR 26371412

CTX910RP.SQR 27206480

CTX910VM.SQR 26371412



Inventory of Object Changes – PeopleSoft Update Image 25 (Tax Update 18-A)

Application Engine Programs:Name Description

DC25884348 Patch 25884348 Updates OH Local Tax Table.

DC26560386 Patch 26560386 Updates W2C Tax Form Print Parameters.Updates Tax Form Definitions for Box 12FF.Updates Default Calendar Year to 2017 on W2C Install Table.

DC27098238 Patch 27098238Initializes U.S. Tax Table updates not included in TU 17-E.

DC27098395 Patch 27098395Initializes Canadian Tax Table updates not included in TU 17-E.

DC27268751 Patch 27268751Initializes U.S. Tax Tables.

DC27268800 Patch 27268800 Creates Tax Update Stamp.

DC27284092 Patch 27284092Initializes Canadian Tax Tables.

DC27334371 Patch 27334371Initializes U.S. Income Code Table.

DC27338659 Patch 27338659Initializes Canadian Tax Tables.

DC27339350 Patch 27339350Initializes U.S. Garnishment Tables.

Records:Name Field Description Create/ Alter

YE_W2C_AMOUNTS BOX Patch 26560386 Modified FieldChange PeopleCode.

N

YE_W2C_AMOUNTS BOX Patch 26560386 Modified FieldEdit PeopleCode.

N

YE_W2C_AMOUNTS BOX Patch 26560386 Modified RowInit PeopleCode.

N

YE_W2C_AMOUNTS STATE Patch 26560386 Modified FieldChange PeopleCode.

N

YE_W2C_TXFRM_VW VIEW Patch 26560386 Updated View.

Y



Translation Items Delivered in PeopleSoft Update Image 25 (These additional items are also included in Tax Update 18-A.)

Patch Subject

27097945 TRANSLATED VERSION OF PATCH 26669213 - CONSOLIDATED U.S. TAX TABLE CHANGES 17-D

27200274 TRANS VER PATCH 24434741: NEW YORK PAID FAMILY LEAVE PAYROLL DEDUCTION

27208267 TRANS PATCH 26865116: TAX810VT.SQR VT HLTH CARE RPTG TRNSF FROM UI TO SWT DEPT

27208337 TRANS VER PATCH 26719598: MISSOURI EFW2 CHANGES FOR TAX YEAR 2017

27210035 TRANS PATCH 26371400: CAN: CREATE 2017 RL-1 & RL-2 PDF TEMPLATES FOR BI PUBL PRCS

27210044 TRANS PATCH 26371384: CAN: CREATE 2017 T4/T4A PDF TEMPLATE FOR BI PUBL PRCSG

27210068 TRANS PATCH 26087061: PYCHK MOD: ERROR WHEN PAYCONF RUNS FOR A NON-CONFIGURED CO

27210069 TRANS VER PATCH 25471530: ACCESS: CLASSIC PYCHK TITLE FOR SELECT & VIEWING SAME

27213693 TRANS PATCH 27125411: CONSOLIDATED U.S. GARN TABLE CHANGES - TAX UPDATE 17-E

27213798 TRANS PATCH 26994188: CONSOLIDATED U.S. TAX TABLE CHANGES - TAX UPDATE 17-E


https://bug.oraclecorp.com/pls/bug/webbug_reports.bugtreecom?bug_no_param=27213798









Other Items Delivered in PeopleSoft Update Image 25

(These items are not included in Tax Update 18-A.)

Patch Subject

21897074 UNDELIVERED FIX

24402500 W4 PDF: W-4 FORMS ISSUE PEOPLECODE ERROR WHEN NOT SETUP ON CO MAPPING TABLE

25690234 FLUID PAYCHECK: PEOPLECODE ERROR WHEN CHECK DATA DOES NOT EXIST FOR EE

26696451 W-4 PDF: (IL) ILLINOIS HAS A NEW W-4 TAX WITHHOLDING FORM FOR AUG 2017

26842726 ACCESSIBILITY: PAYCHECK ANALYTICS – SOME PERCENTAGES ARE CUT OFF

26894920 ENH: FLUID W4 TAX WITHHOLDING FORM APPROVAL

26921404 CLASSIC PLUS: ADJUSTMENTS TO PAGE LAYOUT-RUNCTL_RPT_RUNID & RUNCTL_PAY056

26921580 CLASSIC PLUS: CAN: ADJUSTMENTS TO PAGE LAYOUT-RUNCTL_PAY013CN

26921620 CLASSIC PLUS: ADJUSTMENTS TO PAGE LAYOUT-RUNCTL_FRMTHRU_PAY

26922655 CLASSIC PLUS: ADJUSTMENTS TO PAGE LAYOUT-BUDGET PERIODS

26922930 CLASSIC PLUS: ADJUSTMENTS TO PAGE LAYOUT-DETAIL CALENDAR

26922972 CLASSIC PLUS: E&G: ADJUSTMENTS TO PAGE LAYOUT-JOURNAL GENERATOR TEMPLATE

26923006 CLASSIC PLUS: ADJUSTMENTS TO PAGE LAYOUT-DEDUCTION TABLE

26923033 CLASSIC PLUS: ADJUSTMENTS TO PAGE LAYOUT-FLSA CALENDAR TABLE

26923092 CLASSIC PLUS: ADJUSTMENTS TO PAGE LAYOUT-LOCAL TAX TABLE

26923115 CLASSIC PLUS: ADJUSTMENTS TO PAGE LAYOUT-PAY CALENDAR TABLE

26923146 CLASSIC PLUS: ADJUSTMENTS TO PAGE LAYOUT-STATE TAX TABLE

26923188 CLASSIC PLUS: ADJUSTMENTS TO PAGE LAYOUT-TAXABLE GROSS DEFINITION TABLE

26926993 FLUID PAYCHECK: PDF CHECKS DATED PRIOR 2017 FAILING TO DISPLAY IN SOME SCENARIOS

26928233 CLASSIC PLUS: ADJUSTMENTS TO PAGE LAYOUT-PAYROLL INTERFACE DEFINITION TABLE

26928254 CLASSIC PLUS: ADJUSTMENTS TO PAGE LAYOUT-PAYROLL INTERFACE FIELD DEFINITION TBL

26997710 TRANS VER PATCH 25690234: FLUID PAY PC ERROR WHEN CHECK DATA NOT EXIST FOR EE

26997808 TRANS VER PATCH 25472443: MOBILE PAY ACCESSIBILITY FOR HEADERS & SECTION LINKS

26997975 TRANS VER PATCH 25472324: MOBILE PAY ACCESSIBILITY ROW HEADERS PAYCHECK SECTIONS

27043538 CLASSIC PLUS: ENABLE PAYCHECK MODELER COMPONENT FOR CLASSIC PLUS

27043591 CLASSIC PLUS: ADJUSTMENTS TO PAGE LAYOUT - PAYCHECK MODELER

27186337 FLUID PAYCHECK: REDELIVERING OBJECT FOR BUG 25690234

27186936 CLASSIC PLUS: ENABLE 1042-S YEAR END COMPONENT FOR CLASSIC PLUS

27200390 AUD: TAX WITHHOLDING FORM APPROVAL PAGE DISPLAYS XLAT SHORT VALUE

27206816 UNDELIVERED FIX

27291445 UNDELIVERED FIX – REVERT CHANGES

27298189 UNDELIVERED FIX – REVERT CHANGES



https://bug.oraclecorp.com/pls/bug/webbug_print.showbug?c_rptno=27043538












9.2 - PeopleSoft Update Image 25 PNA · Web viewLegislative, Regulatory, and Tax Updates...

Documents

Transcript of 9.2 - PeopleSoft Update Image 25 PNA · Web viewLegislative, Regulatory, and Tax Updates...