PEOPLESOFT PAYROLL FOR NORTH AMERICA
TAX UPDATE 09-B
TAX UPDATE NOTES - RELEASE 9
PeopleSoft Payroll’s Tax Update 09-B includes updates to U.S. and Canadian tax tables,
COBOL program and store statement changes, and re-delivered SQRs for U.S. and
Canadian payroll reporting. These tax update notes include:

Instructions for updating your system’s tables and a summary of the table changes

A list of COBOL program and store statement changes

A summary of the SQRs delivered with this tax update

An appendix of object changes delivered with this tax update
For Release 9, the tax update package also includes the following documentation files:
UPD766648_INSTALL.htm
Resolution_766648.xls
UPD766648_CODECHANGES.rtf
“PeopleSoft Application Update Installation Instructions”
List of object changes delivered with Tax Update 09-B
PS Print Project Report for Release 9
You must follow the instructions in the UPDxxxxxx_INSTALL.htm document to apply the object changes
listed in the Resolution_xxxxxx.xls spreadsheet 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 09-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 MetaLink 3.
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MARCH 30, 2009
Copyright © 2009, Oracle. All rights reserved.
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2 – T A X 09B900 - N O T E S . D O C
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PEOPLESOFT PAYROLL TAX UPDATE 09-B – RELEASE 9
Updating Your Tables
Tax Update 09-B includes the following files for updating the tables in your PeopleSoft Payroll system.
File
Contents
upd766648_01.dat
upd766648_01.dms
U.S. tax table updates
upd766648_02.dat
upd766648_02.dms
Canadian tax table updates
upd766648_03.dat
upd766648_03.dms
Garnishment table updates
upd766648_04.dms
Database stamp
(There is no .dat file associated with this .dms file.)
upd766648_05.dat
upd766648_05.dms
Strings table
upd766648_msg.dat
upd766648_msg_i.dms
Message catalog
Both U.S. and Canadian customers should apply the garnishment, database stamp, strings table, and
message catalog updates.
The DataMover script (.dms) files identify the input data file (.dat) as well as the output log message file.
The directory where DataMover looks for the input data file and the log file is specified in your
Configuration Manager.
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 MetaLink 3.
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Special Note – Louisiana State Tax Withholding
Tax Update 09-B delivers a modification to the State Tax Data page to allow the user to specify an
amount per pay period by which an employee’s calculated Louisiana withholding tax is to be decreased.
State Tax Data page for State = LA before the change:
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State Tax Data page for State = LA after the change:
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Louisiana Form L-4 “Employee’s Withholding Allowance Certificate”
http://www.revenue.louisiana.gov/forms/taxforms/1300T(10_08)F.pdf
Line 8 of Louisiana Form L-4 permits an employee to request either an increase or a decrease in the
amount of Louisiana tax to be withheld each pay period.
Line 9 of Form L-4 permits an employee to request an additional temporary reduction (valid only through
June 30, 2009) in the amount of Louisiana tax to be withheld each pay period.
In the Additional Amount field on the State Tax Data page, enter as a positive number the combined net
sum of the amounts shown on Lines 8 and 9 of Louisiana Form L-4. If this combined net sum is negative
(i.e., representing a net decrease in withholding), then select the Decrease radio button.
In this example, on Line 8 of Form L-4 the employee has requested a $78 increase in withholding each
pay period, and on Line 9 the employee has requested a $40 temporary reduction in withholding each
pay period. The combined net value of these two entries is +$78 - $40 = - $38. Enter 38.00 in the
Additional Amount field and select the Decrease radio button as shown below.
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PEOPLESOFT PAYROLL TAX UPDATE 09-B – RELEASE 9
Note that language printed on Louisiana Form L-4 states that a temporary withholding reduction
requested on Line 9 of Louisiana Form L-4 is valid only through June 30, 2009.
For any employee who specifies a temporary withholding reduction on Line 9, employers will need to
obtain a new Louisiana Form L-4 for purposes of withholding Louisiana tax from wages to be paid on or
after July 1, 2009.
For an employee who does not submit an updated Form L-4 for wages paid on or after July 1, 2009, the
employer will need to update the Additional Amount field on the State Tax Data page for Louisiana
effective 07/01/2009 to show only the amount from Line 8 of the employee’s existing Form L-4,
disregarding the temporary withholding reduction amount which the employee had entered on Line 9.
Also note that on the State Tax Data Page, a decrease in Louisiana withholding tax may only be specified
as a dollar amount and entered in the Additional Amount field, and not as a percentage entered in the
Additional Percentage field.
An error message will be generated if the user attempts to designate a value in the Additional Percentage
field as a Decrease.
In conjunction with the product changes made to permit a decrease in Louisiana withholding, the wording
of error message 2000,613 is updated as shown below to remove the specific reference to Connecticut,
which previously had been the only state to allow a decrease in withholding.
Previous wording of warning message 2000,613:
New wording of warning message 2000,613:
(Report ID 1842275000)
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Special Note – U.S. - Year End Tax Forms
Beginning with year end reporting for tax year 2009, PeopleSoft Payroll for North America will discontinue
support for the continuous-feed impact printer version of each of the tax forms listed below.
Tax Form
Description
Oracle/PeopleSoft
Payroll for North America
Form ID
R R Donnelly
Form Number
W-2
Wage and Tax Statement
IMP01
PS2114M
W-2c
Corrected Wage and Tax Statement
IMP01
PS8606862-A
1099-R
Distributions from Pensions,
Annuities, Retirement or ProfitSharing Plans, IRAs, Insurance
Contracts, etc.
2VERTICAL
PS9923M
Support for the continuous-feed impact printer version of Form 1042-S (Foreign Person’s U.S. Source
Income Subject to Withholding) was discontinued beginning with year end reporting for tax year 2008.
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PEOPLESOFT PAYROLL TAX UPDATE 09-B – RELEASE 9
Special Note for Canada
Cross-Province Taxation: Display Both Provinces of Taxation and Residence
For cross-province employees, the Paycheque Taxes page of the Review Paycheque component now
displays both the employee’s province of taxation and the province of residence. Prior to this tax update,
only the employee’s province of taxation was displayed.
Review Paycheque Taxes Page - Before the Change
Review Paycheque Taxes Page - After the Change
(Report ID 1835466000)
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U.S. Changes
Federal / State Tax Table
State
Effective Date
of Table Entry
Table Update Description
$E
02/17/2009
Advance Earned Income Credit calculation changes effective with the February 17, 2009,
enactment of the American Recovery and Reinvestment Act of 2009, per original
publication in IRS Notice 1036 and subsequent publication in IRS Pub 15-T.
http://www.irs.gov/pub/irs-pdf/n1036.pdf
http://www.irs.gov/pub/irs-pdf/p15t.pdf
(Report ID 1848661000 posted to MetaLink 3 by 26 Feb 2009, and Report ID 1857444000)
$U
02/17/2009
U.S. Federal withholding tax changes (including an increase in the amount to be added
to a nonresident alien employee’s wages for withholding tax calculation purposes only)
effective with the February 17, 2009, enactment of the American Recovery and
Reinvestment Act of 2009, per original publication in IRS Notice 1036 and subsequent
publication in IRS Pub 15-T.
http://www.irs.gov/pub/irs-pdf/n1036.pdf
http://www.irs.gov/pub/irs-pdf/p15t.pdf
(Report ID 1848661000 posted to MetaLink 3 by 26 Feb 2009, and Report ID 1852537000)
CO
01/01/2009
The existing table entry dated 01/01/2009 is updated to include Colorado state
withholding tax changes effective January 1, 2009, as published by the Colorado
Department of Revenue in Publication Dr 1098 (01/28/09).
http://www.colorado.gov/cms/forms/dor-tax/drp1098.pdf
(Report ID 1855791000)
IN
01/01/2009
A table entry effective-dated 01/01/2009 is delivered for the increase in the Indiana state
advance earned income credit rate from 6% to 9% of the U.S. Federal earned income
credit amount as required by Indiana law HEA 1001-2008 as published in Information
Bulletin # 92 (June 2008) by the Indiana Department of Revenue.
http://www.in.gov/dor/reference/files/ib92.pdf
(Report ID 1841124000)
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State
Effective Date
of Table Entry
Table Update Description
LA
01/01/2009
A table entry effective-dated 01/01/2009 is delivered with the value of the “Allow
Withholding Reduction” checkbox changed from unselected to selected, to comply with
Louisiana Form L-4, which permits an employee to request a decrease in the amount of
Louisiana state tax calculated to be withheld each pay period.
http://www.revenue.louisiana.gov/forms/taxforms/1300T(10_08)F.pdf
Note: Also see the earlier section of this document Special Note – Louisiana State
Tax Withholding for additional product modifications delivered related to this issue.
(Report ID 1842275000)
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Local Tax Table
State
Locality
Locality Name
OLD Rate/Amt
NEW Rate/Amt
Effective
Date
AL
32560
Hackleburg
County = Hackleburg
County = Marion
03/01/2001
Correcting
entry
0.011500 / Resident
0.004000 / Nonresident
0.015500 / Resident
0.004000 / Nonresident
01/01/2009
0.015000 / Resident
0.007500 / Nonresident
0.020000 / Resident
0.007500 / Nonresident
01/01/2009
0.014300 / Resident
0.006800 / Nonresident
0.019300 / Resident
0.006800 / Nonresident
01/01/2009
0.016500 / Resident
0.004125 / Nonresident
0.016200 / Resident
0.004050 / Nonresident
01/01/2009
0.012900 / Resident
0.005400 / Nonresident
0.017900 / Resident
0.005400 / Nonresident
01/01/2009
0.020000 / Resident
0.020000 / Nonresident
0.018500 / Resident
0.018500 / Nonresident
07/01/2009
(Report ID 1857350000)
Vine Grove
New entry
0.010000 / Resident
0.010000 / Nonresident
01/01/2009
County = Geauga
County = Cuyahoga
01/01/1900
Correcting
entry
County = Ottowa
County = Ottawa
01/01/1900
Correcting
entry
(Report ID 1840804000)
IN
015
Carroll
(Report ID 1841124000)
023
Clinton
(Report ID 1841124000)
049
Fulton
(Report ID 1841124000)
097
Marion (decrease)
(Report ID 1841124000)
151
Steuben
(Report ID 1841124000)
KY
37918
79734
Hopkinsville
(Report ID 1857350000)
OH
13358
Chagrin Falls
(Report ID 1840804000)
15588
Clay Center
(Report ID 1840804000)
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PEOPLESOFT PAYROLL TAX UPDATE 09-B – RELEASE 9
Local Tax Table – Pennsylvania Earned Income Tax
Tax Update 09-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 01/01/2009.
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:
Word document
Excel spreadsheet
PA09BEIT.doc
PA09BEIT.xls
http://munstatspa.dced.state.pa.us/registers.aspx
(Report ID 1859453000)
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Local Tax Reciprocity Table
Effective January 1, 2009, with the increase in the Westerville, Ohio, tax rate to 2.0 %, Westerville now
allows residents a credit of the actual amount of tax withheld and paid to the employee’s locality of
employment, limited to the 2.0 % Westerville tax rate.
http://www.westerville.org/Portals/0/IncomeTax/Preparers%20Newsletter.pdf
The two table entries listed below are updated to reflect this change:
Locality of
Residence
Locality of
Employment
Effective
Date
Credit
Reduction
Percent
Credit Limit
Rate
Action
OH
83342
Westerville
OH
$DFLT
01/01/2009
100.00
0.020000
Credit Reduction Percent unchanged.
OH
83342
Westerville
OH
18000
Columbus
Credit Limit Rate changed from
0.009500 to 0.020000.
01/01/2009
100.00
0.020000
Credit Reduction Percent changed
from 76.00 to 100.00.
Credit Limit Rate changed from
0.000000 to 0.020000.
The reciprocity rule used in each of the above table entries is unchanged:
“If residence locality tax rate exceeds work locality tax rate, calculate residence locality withholding on
total wages, then reduce residence locality withholding by percentage of work locality withholding. OR if
work locality tax rate exceeds residence locality tax rate, calculate residence locality withholding on total
wages, then reduce withholding by percentage of residence locality withholding.”
(Report ID 1843086000)
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PEOPLESOFT PAYROLL TAX UPDATE 09-B – RELEASE 9
(1042) Treaty NR Alien Table
Country
BGR - Bulgaria
Treaty ID
TIAS
Effective Date
01/01/2009
Table Update
A table entry is added for Bulgaria per IRS
Announcement 2009-5 published in Internal
Revenue Bulletin 2009-8: “The United States
recently exchanged instruments of ratification for
a new income tax treaty with Bulgaria.”
http://www.irs.gov/irb/2009-08_IRB/ar12.html
(Report ID 1851882000)
Garnishment Rules Table (U.S.)
State
Rule ID
Effective
Date
Action
NY
GEN - DE
01/01/2009
A table entry is added to base the calculation of the amount of
disposable earnings exempt from a writ of garnishment on a
comparison between the state and federal minimum wage amounts,
in compliance with New York’s requirement that “No amount shall be
withheld or any week unless the disposable earnings exceeds the
greater of 30 times the federal minimum wage or 30 times the state
minimum hourly wage.”
(Report ID 1839131000)
NE
LEVY
01/01/2005
A table entry is added to update the values used in calculating the
amounts exempt from Nebraska state tax levies, as per the Nebraska
"Notice of Levy - Instructions for Taxpayer Exemptions" and
confirmed by the Nebraska Department of Revenue as being
effective January 1, 2005.
(Report ID 1842133000)
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Canadian Changes
Canadian Tax Table Changes
Page
Province
Field
Old
Amount
New
Amount
Effective
Date
Tax Rates, Credits and
Other
Federal Basic Personal
Amount
$10,100.00
$10,375.00
01 Apr 2009
Tax Rates, Credits and
Other
Annual Taxable Income (A)
$38,832.00
$41,200.00
01 Apr 2009
Tax Rates, Credits and
Other
Annual Taxable Income (A)
$77,664.00
$82,399.00
01 Apr 2009
Tax Rates, Credits and
Other
Federal Constant (K)
$2,718.00
$2,884.00
01 Apr 2009
Tax Rates, Credits and
Other
Federal Constant (K)
$5,825.00
$6,180.00
01 Apr 2009
Tax Rates, Credits and
Other
Federal Constant (K)
$9,613.000
$9,968.000
01 Apr 2009
Provincial Rates
YT
Annual Taxable Income (A)
$38,832.00
$41,200.00
01 Apr 2009
Provincial Rates
YT
Annual Taxable Income (A)
$77,664.00
$82,399.00
01 Apr 2009
Provincial Rates
YT
Prov Constant (KP)
$1,025.00
$1,088.00
01 Apr 2009
Provincial Rates
YT
Prov Constant (KP)
$2,392.00
$2,538.00
01 Apr 2009
Provincial Rates
YT
Prov Constant (KP)
$4,059.00
$4,205.00
01 Apr 2009
(Report ID 1845183000; Posted to MetaLink 3 by 27 February 2009)
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PEOPLESOFT PAYROLL TAX UPDATE 09-B – RELEASE 9
Tax Update 09-B - COBOL and Store Statement Changes for Release 9
All payroll users must apply all COBOL and store statement changes included in Tax Update 09-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 Statements
This tax update includes the modified store statements listed below. They are located in the COBOL
directory. Replace your current version and rerun your store statements using DataMover.
For Release 9
Changes are made to COBOL programs:
PSPCNTAX.CBL
PSPCPCAL.CBL
PSPECALC.CBL
PSPMFLSA.CBL
PSPPYNET.CBL
PSPRPERY.CBL
PSPRPUPD.CBL
PSPSHUPD.CBL
PSPTCALC.CBL
PSPUSTAX.CBL
Changes are made to copy members:
PSCEARRY.CBL
PSCEFLSA.CBL
PSCPFLSA.CBL
PSCRFERY.CBL
PSCTMERY.CBL
PSCWKERY.CBL
Changes are made to store statements:
PSPECALC.DMS
PSPTCALC.DMS
PSPUSTAX.DMS
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Report IDs
COBOL and Store Statement changes for the following Report IDs are included in this tax update.
Unless otherwise indicated by a specific posting date, Report IDs referenced in these tax update
notes have not been posted to MetaLink 3.
E&G = PeopleSoft Payroll for Education & Government
USF = PeopleSoft Payroll for U.S. Federal Government
Report ID
Description
1794019000
Report ID 1794019000 modifies PSPRPERY.CBL, PSPRPUPD.CBL, and copy members
PSCEARRY.CBL, PSCEFLSA.CBL, PSCRFERY.CBL, PSCTMERY.CBL, and PSCWKERY.CBL to correctly
and successfully calculate Retropay when the Regular or Overtime earnings codes used in the upper section
of the Paysheet are also separately entered in the lower Other Earnings section, and the employee receives a
mid-pay period rate change invoking proration. Prior to the modifications, incorrect or negative retropay
amounts were created in this scenario. In addition, in some cases the Retro Pay Calculation program
abended but no detail was provided in the Retro Pay Messages. An additional indicator has been added to
the programs to access the correct earnings array indexes to prevent this issue from occurring.
1797950000
Report ID 1797950000 modifies PSPECALC.CBL and PSPECALC.DMS to successfully process
PAYCALC when a user-defined FLSA Period Table and Threshold Hours are specified. Prior to the
modifications, PAYCALC abended in this situation with the following error message, when the Paylines were
manually inserted or the earnings were retrieved from Time and Labor as the PAY_EARNINGS
FLSA_END_DT field value was null:
Error 000388: Prior period time/adjustment when FLSA is invoked cannot be adjusted in the PayGroup
because the time was originally paid in a different PayGroup.
1799509000
Report ID 1799509000 modifies PSPCNTAX.CBL to continue to deduct Employment Insurance
(EI) premiums until the maximum annual amount has been collected even if the maximum yearly insurable
earnings amount had previously been reached. Prior to the modifications, if the maximum yearly insurable
earnings amount was reached (due to non-cash earnings), the system stopped collecting EI premiums even if
the maximum annual amount had not yet been reached.
1802918000
Report ID 1802918000 modifies PSPUSTAX.CBL and PSPUSTAX.DMS to correctly calculate the
Pennsylvania Local Services Tax deduction when an employee transfers mid-year from a lower-rate location
to a higher-rate location.
Example: A biweekly-paid employee has $10 withheld for Locality A whose annual Local Services Tax rate is
$10, and then transfers mid-year to a $52/year to Locality B whose annual Local Services Tax rate is $52.
Regardless of when during the year the transfer occurs, in this situation the prorated biweekly pay period tax
amount of $2 for Locality B should be deducted beginning with the first check paid to the employee for
employment in Locality B, and the prorated $2 amount should continue to be deducted until either (a) the end
of the year, or (b) a total of $42 has been deducted for Locality B, bringing the employee’s YTD total Local
Services Tax deduction to the $52 annual maximum permitted deduction for all localities combined.
Prior to the modifications, in the situation described in the above example, the employee was over-taxed as a
result of a lump-sum “catch-up” deduction being incorrectly taken for Locality B from the first check paid to the
employee for employment in Locality B. A lump-sum “catch-up” deduction is required and appropriate only in
the case of an employee who loses the low-income exemption from the Local Services Tax.
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Report ID
Description
1806415000
Report ID 1806415000 modifies PSPPYNET.CBL to correctly calculate 1042 tax and taxable gross
balances for nonresident alien employees when the employee’s paycheck includes Tips earnings in addition
to regular earnings. Prior to the modifications, the regular earnings balances were incorrectly doubled in this
situation, and as a result, amounts posted to the 1042 tax balance records were overstated.
1812861000
Report ID 1812861000 modifies PSPCNTAX.CBL to correctly calculate the Employment Insurance
(EI) and Quebec Parental Insurance Plan (QPIP) insurable earnings amount when there is a cheque with
multiple tax sets including a negative lump sum amount and the employee is nearing the yearly maximum
insurable earnings amount. Prior to the modifications, if the tax sets (with positive amounts) took the earnings
over the yearly maximum insurable earnings amount, the negative lump sum earnings were ignored causing
the insurable earnings to be calculated incorrectly.
1828571000
Report ID 1828571000 modifies PSPPYNET.CBL to reinstate the generation of error message
000378. This error message was generated prior to Tax Update 08-D, when it was removed; the message is
reinstated in this tax update.
“000378: The Special Accumulator shown below was used to calculate a deduction. As a result,
of insufficient net pay, deductions using this special accumulator are inaccurate.”
The error message is issued when an employee has insufficient net pay to take an employee deduction which
shares the same special accumulator as its calculation with another deduction which is not employee net pay
dependent. For example, an employee has a $10,000 before-tax 401(k) plan deduction, and an employer
match is set up to be calculated as 50% of the 401(k) special accumulator amount total. Normally the
employee 401(k) deduction is $10,000 and employer match deduction is $5,000, both based on the same
special accumulator total. If an employee’s net pay is insufficient to take the complete $10,000 employee
deduction, the employer match will nevertheless (incorrectly) remain at $5,000, since it independently
calculated as 50% of the special accumulator total and not dependent on the employee’s net pay being a
sufficient amount.
The above error message is reinstated and will again be generated in the above described scenario.
1830865000
Report ID 1830865000 modifies PSPMFLSA.CBL and copy member PSCPFLSA.CBL to correctly
calculate overtime pay for multiple FLSA periods by adding separate flags for each period to the program
when the following FLSA parameters are specified:


Fixed FLSA Period Definition
FLSA Salaried Hours Used: Fixed Salaried Hours and Use Basic Formula
Prior to the modifications, the overtime rates were calculated incorrectly in this situation, because the FLSA
process did not correctly track the employee’s job data and FLSA earnings for each period.
1832457000
Report ID 1832457000 modifies PSPECALC.CBL and PSPECALC.DMS to correctly calculate the
hourly rate for a prior pay period's regular and overtime earnings when the earnings from a prior pay period
are reversed in the current pay period for a multiple job employee. Prior to the modifications, if a multiple job
employee's regular and overtime earnings from a prior pay period were reversed in the current pay period, the
hourly rate from one of the jobs was incorrectly used to calculate the prior period's regular earnings reversal
for all jobs.
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PEOPLESOFT PAYROLL TAX UPDATE 09-B - RELEASE 9
MARCH 30, 2009
Report ID
Description
1835520000
Report ID 1835520000 modifies PSPUSTAX.CBL to comply with changes to the Missouri
withholding tax calculation instructions effective January 1, 2009, in an updated version of the State of
Missouri Employer's Tax Guide as published by the Missouri Department of Revenue and available on their
following website:
http://dor.mo.gov/tax/business/withhold/forms/2009/4282.pdf
For tax year 2009, Step 3 of the Missouri withholding calculation includes new instructions regarding the
valuation of withholding allowances claimed by an employee whose status is married with a non-working
spouse (SWT Marital Status = “M”).
Step #3: MO W-4 ALLOWANCES -- Annual amount is: $2,100 for the first allowance and $1,200 for
each additional allowance if employee is single or married and spouse works; $2,100 for the first
allowance, $2,100 for the second allowance (for the non-working spouse) and $1,200 for each
additional allowance if the employee is married and spouse does not work; $3,500 for the first
allowance and $1,200 for each additional allowance thereafter if the employee's filing status is Head
of Household.
In compliance with the above instruction, the program is modified to calculate the value of withholding
allowances for a Missouri employee whose SWT marital status is “M” (Married - spouse does not work) by
using the value entered in Special Tax Amount 1 (currently $2,100) for the first allowance and the second
allowance, and the value entered in Allowance Amount (currently $1,200) for the third and each additional
allowance.
Prior to the modifications, the value of withholding allowances claimed by a Missouri employee whose SWT
marital status was “M” (Married - spouse does not work) was calculated by using the value entered in Special
Tax Amount 1 for the first allowance only, and the value entered in Allowance Amount for the second and
each additional allowance.
The values are unchanged for withholding allowances claimed by Missouri employees whose SWT Marital
Status is “S” (Single), “B” (Married, employee and spouse both work), and “H” (Head of Household).
(Posted to MetaLink 3 by 18 January 2009)
1835857000
Report ID 1835857000 modifies PSPTCALC.DMS to correctly calculate U.S. Federal withholding
tax on supplemental payments when check reversals have also been processed. Prior to the modifications,
the tax was calculated incorrectly in the following sequence of events:
1.
2.
3.
4.
The employee is paid only supplemental wages in an off-cycle check attached to the on-cycle
calendar.
The employee is then paid regular wages in the on-cycle.
The regular check is reversed and the reversal is attached to the on-cycle.
The employee is then paid only supplemental wages in an off-cycle check attached to the on-cycle
calendar.
In step 4, instead of correctly calculating the tax based solely on the supplemental wages, the program
incorrectly added the amount of the taxes on the reversed check to the supplemental check.
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PEOPLESOFT PAYROLL TAX UPDATE 09-B – RELEASE 9
Report ID
Description
1836941000
Report ID 1836941000 modifies PSPCPCAL.CBL to include additional Canadian income tax (CIT)
withholding amounts in the calculation of disposable earnings (DE) when the employee’s Special CIT Status
is set to “Maintain Gross” and the corresponding value is entered into the Additional Withholding % field. Prior
to the modifications, the additional CIT withholding amount was not included in the calculation of DE taxes
when the additional amount was specified as a percentage.
1838077000
Report ID 1838077000 modifies PSPCNTAX.CBL to correctly calculate Canadian income tax (CIT)
amounts withheld on bonus payments. Prior to the modifications, at the lower tax bracket levels an internal
Quebec Parental Insurance Plan (QPIP) calculation could cause the CIT calculation on bonus payments to be
incorrect.
1841246000
Report ID 1841246000 modifies PSPTCALC.CBL to correctly calculate U.S. Federal withholding
tax when processing an off-cycle supplemental gross-up that is attached to the next pay period. Prior to the
modifications, when the off-cycle payment was tied to a future pay calendar that had not been calculated and
confirmed, even though Federal tax was withheld from regular wages on the regular check in the first pay
period, the aggregate tax method was incorrectly used instead of the flat supplemental tax rate when
calculating the Federal tax to be withheld from the supplemental wage payment gross-up.
1841250000
Report ID 1841250000 modifies PSPSHUPD.CBL to suppress the creation of an invalid extra
Payline during the Time and Labor Load process. This extra Payline was generated when the following
sequence of conditions occurred:
1.
2.
3.
A terminated employee had retro benefits deductions loaded to the Payline via the Retroactive
Benefits/Deduction process; and
Subsequently vacation hours/other earnings were loaded through Time and Labor; and
Job Pay = “No” on the Paysheet created by the Retro Ben/Ded process.
Prior to the modifications, an extra Payline was created in error in this situation. This Payline did not contain
all the required accounting data, and therefore caused balancing issues in the General Ledger and Time and
Labor Distribution processes.
1842209000
Report ID 1842209000 modifies PSPCNTAX.CBL to ensure that the Quebec Parental Insurance
Plan (QPIP) employer premiums are based on the total year to date insurable earnings amount including the
amount for the current pay period, thereby resolving a rounding issue. Prior to the modifications, the QPIP
employer premiums were based strictly on the employees’ premiums.
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PEOPLESOFT PAYROLL TAX UPDATE 09-B - RELEASE 9
MARCH 30, 2009
U.S. SQRs delivered with Tax Update 09-B for Release 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
MetaLink 3.
Annual Reporting SQRs
SQR
Description
TAX962ST.SQR
RDTAP962.SQC
TAX962ST.SQR, in conjunction with RDTAP962.SQC, produces an audit report of the contents of
the file(s) created by TAX960ST.SQR. The programs are modified to correctly associate the
appropriate Company with the Employer Totals for Wages and Taxes for Louisiana, Maryland, and
West Virginia.
Prior to the modifications, if any of these three states was processed for multiple Companies with
Report Request Parameter = Electronic and Bulk Filing Method = Unchecked, the following incorrect
record sequence was displayed:
Company 1 RA Record
Company 1 RE Record
Company 2 RA Record
Employer Totals for Wages and Taxes for Company 1
Company 2 RE Record
Company 3 RA Record
Employer Totals for Wages and Taxes for Company 2,
etc.
With the modifications, the Employer Totals for Wages and Taxes for Company 1 are correctly
displayed immediately after the Company 1 RE Record, the Employer Totals for Wages and Taxes
for Company 2 are correctly displayed immediately after the Company 2 RE Record, etc. (Note:
Since Maryland requires the RV Record, the Employer Totals for Wages and Taxes are reported
after the RV Record, instead of after the RE Record.)
(Report ID 1832085000)
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PEOPLESOFT PAYROLL TAX UPDATE 09-B – RELEASE 9
Quarterly Reporting SQRs
SQR
Description
TAX810FL.SQR
TAX810FL.SQR reports quarterly wage and tax data to Florida in the XML format. The program is
modified to exclude Company data from the XML file if all the associated employees for a Company
have only negative reportable unemployment amounts (i.e., Taxable Gross QTD and No Limit Gross
QTD). Employees with only negative reportable amounts continue to be listed on the summary
report generated by TAX810FL.SQR so that further research and action can be taken (filing
amended reports, etc.).
Prior to the modifications, Company information was incorrectly included in the XML file for a
Company whose employees were all excluded from the file because they all had negative reportable
balances, and as a result, the file was rejected by the Florida Department of Revenue since employer
data was reported without any associated employee detail.
(Report ID 1841612000)
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PEOPLESOFT PAYROLL TAX UPDATE 09-B - RELEASE 9
MARCH 30, 2009
Other U.S. SQRs
SQR
Description
PAY002.SQR
PAY002.SQR produces the Payroll Register. The program is redelivered with the following
modifications:
A new indicator “N” is added to identify earnings that are excluded from the Gross Pay total. The
report has the following categories: Regular, Overtime, Other Earnings, and Gross Pay. Prior to the
modifications, it was difficult to determine all the earnings amounts that were included in the Gross
Pay total if an employee received earnings that were not included in Gross Pay (e.g., taxable benefits
which do not add to gross pay, etc.). With the modification, the sum of the Regular + Overtime +
Other Earnings without the “N” indicator will balance to the Gross Pay total for each employee.
Company Total lines are now printed legibly. Prior to the modifications, in certain cases, the
Company Total lines were overwritten by information from the first employee of the subsequent
Company and were rendered illegible.
(Report ID 1822142000)
TAX001.SQR
TAX001.SQR produces the Tax Deposit Summary Report. The program is modified to correctly
report the new New Jersey FLI and Voluntary FLI tax classes for multiple Companies. Prior to the
modifications, incorrect tax classes were reflected for FLI and VOL FLI when data for multiple
Companies was reported.
(Report ID 1832975000; Posted to MetaLink 3 by 16 January 2009)
TAX008.SQR
TAX008.SQR produces the Quarterly State Tax Summary Report. The program is redelivered with
the following modifications:
The program is modified to correctly report the new New Jersey FLI and Voluntary FLI tax classes.
(Report ID 1832975000; Posted to MetaLink 3 by 16 January 2009)
The program is also modified to print the TaxGrs QTD and Tax QTD amounts for 1042 balances (tax
class A) and withholding tax balances (tax class H) on separate lines if an employee has reportable
balance values for both of these tax classes. Prior to the modifications, when an employee had
reportable balance values for both tax classes A and H, the amounts were printed in the same
location overlapping each other, and were illegible as a result. The alignment of the columns on the
report is also adjusted to ensure that any negative amounts are printed correctly.
(Report ID 1810839000 E&G)
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MARCH 30, 2009
PEOPLESOFT PAYROLL TAX UPDATE 09-B – RELEASE 9
SQR
Description
TAX010ST.SQR
TAX010ST.SQR produces the State Tax Summary. The program is modified to:
1.
2.
3.
4.
Stop the erroneous reporting of state earned income credit information for New Jersey.
(State EIC information is applicable only to Indiana).
Correctly report New Jersey Family Leave Insurance (tax class I).
Correctly report New Jersey Voluntary Family Leave Insurance-Employee (tax class O).
Correctly report New Jersey Voluntary Family Leave Insurance-Employer (tax class Y).
Prior to the modifications, state EIC amounts were incorrectly reported for New Jersey, and the New
Jersey FLI and VOL FLI amounts were reported with incorrect tax classes.
(Report ID 1832975000; Posted to MetaLink 3 by 16 January 2009)
TAX704.SQR
TAX704.SQR produces the Company State Tax Table Report. The program is modified to include
changes required for implementation of the New Jersey FLI processing, and to add other fields that
were previously missing from the report. Prior to the modifications, not all of the GL accounts for
New Jersey FLI were printed correctly, and the following fields were not displayed: Massachusetts
Health Insurance Rate/Override, Washington UBI Number/EAF Rate, and Vermont Health Care
Coverage (Y/N).
(Report ID 1836779000)
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PEOPLESOFT PAYROLL TAX UPDATE 09-B - RELEASE 9
MARCH 30, 2009
Canadian SQRs delivered with Tax Update 09-B for Release 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
MetaLink 3.
SQR
Description
CTX910VP.SQR
CTX910VP.SQR produces formatted laser or standard tractor feed RL-2 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. The program is modified to correct the data
alignment when printing RL-2 forms in laser format for 2008 reporting.
(Report ID 1838234000; posted to MetaLink 3 by 29 January 2009)
CTX910XM.SQR
CTX910XM.SQR produces a file in XML format for CD-ROM or diskette reporting of original,
amended (including cancellations) and reissued T4 and T4A information. It also produces
a corresponding summary report that can be used for completing required government
forms and for balancing. The program is modified to generate the T216 – Electronic Media
Transmittal record according to the Canada Revenue Agency’s V.2 2009 filing
specifications.
(Report ID 1842974000; Posted to MetaLink 3 by 09 February 2009)
PAY124CN.SQR
PAY124CN.SQR mass creates ROE data records to be reported by the ROE print program
(PAY101CN.SQR). The program is modified to correctly report the First Date Worked when
the Job Data entry returning the employee to active status is followed by other Job Data
entries that do not affect the employee’s active status. An employee’s return to active
status is determined by Job actions Hire, Rehire, Return from Leave, Recall and Return
from Disability. Prior to the modifications, when the above situation occurred, the
employee’s original hire date was reported instead of the employee’s return to active status
date closest to the earliest earnings ends date of the reporting period.
(Report ID 1796035000)
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MARCH 30, 2009
PEOPLESOFT PAYROLL TAX UPDATE 09-B – RELEASE 9
Previous Updates
Tax Update 09-A
U.S. – 2009 state withholding tax changes for District of Columbia, Kentucky,
Missouri, North Dakota, Ohio, Oklahoma, Oregon, Vermont; 2009 state disability
update for Hawaii; 2009 state unemployment insurance taxable wage base for
U.S. Virgin Islands; Local Tax Table changes for Alabama, Kentucky, Maryland,
Michigan, Ohio, Pennsylvania; Garnishment Rules Table update for Arizona
state tax levies; redelivery of SQR reporting programs; updated aggregate
method taxation of supplemental wage payments.
Canada – Provincial tax changes for Ontario and Yukon Territory; redelivery of
year-end SQR programs.
Tax Update 08-F
U.S. – 2009 U.S. federal withholding and Advance EIC changes; new
functionality to support New Jersey Family Leave Insurance; state withholding
tax changes for California, Maine. Michigan, Minnesota, New Mexico, Rhode
Island; state unemployment insurance taxable wage base changes for Alaska,
Idaho, Illinois, Iowa, Minnesota, Missouri, Montana, Nevada, New Jersey, New
Mexico, North Carolina, North Dakota, Oklahoma, Oregon, Rhode Island, South
Dakota, Utah, Washington, Wisconsin, Wyoming; state minimum wage changes
for Arizona, Colorado, Connecticut, Florida, Missouri, Montana, New Mexico,
Ohio, Oregon, Vermont, Washington; Local Tax Table changes for Delaware,
Indiana, Kentucky, Michigan, Ohio, Oregon, Pennsylvania; Garnishment Rules
Table updates for U.S. tax levies, New York, Oregon; redelivery of SQR
programs.
Canada – 2009 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, PEI, Quebec, Saskatchewan
and Yukon Territory; redelivery of year-end SQR programs.
Tax Update 08-E
U.S. – Local Tax Table changes for Ohio, Oregon; Taxable Gross Definition
Table changes for Kentucky localities; garnishment table changes for California;
redelivery of SQR programs.
Canada – Redelivery of year-end SQR programs.
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PEOPLESOFT PAYROLL TAX UPDATE 09-B - RELEASE 9
MARCH 30, 2009
Appendix: Object Changes delivered in Tax Update 09-B
Fields:
Field
Description
ADDL_AMT_ADJ
Report ID 1842275000
Added ADDL_AMTADJ_LA field label.
PROVINCE
Report ID 1835466000
Added two new field labels.
Menus:
Name
801 831 881 890 900
Description
DEFINE_PAYROLL_PROCESS
801 831 881 890 900
Report ID 1848424000
Modified Permission Lists HCCPPY1000 and HCCPFGALLP to
authorize access to Deductions panel item in
DEFINE_PAYROLL_PROCESS/Inquire/Review Special
Accumulators.
Message Catalog:
Message Set Message
Number
Number
Description
801 831 881 890 900
1640
111
Report ID 1840784000
Modified message text and explanation.
2000
613
Report ID 1842275000
Modified message text and explanation.
2000
628
Report ID 1842275000
Added new message.
2000
820
Report ID 1814454000
Added new message.
2000
821
Report ID 1759523000
Added new message.
2000
822
Report ID 1842275000
Added new message.
2002
222,223,224
Report ID 1837088000
Modified message text.
2002
396
Report ID 1837088000
Added new message.
2002
590
Report ID 1837088000
Modified message text.
2002
591
Report ID 1837088000
Deleted message.
Added new message
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PEOPLESOFT PAYROLL TAX UPDATE 09-B – RELEASE 9
Pages:
Name
Description
LOCL_TAX_RECIP_TBL
Report ID 1837088000
Deleted one line of text from group box.
LOCLWK_TXRCP_TABLE
Report ID 1837088000
Added one line of text to group box.
PAY_CHECK_T
Report ID 1835466000
Modified to add employment province for Canadian
customers using Cross Province Taxation.
801 831 881 890 900
Report ID 1790923000
Modified page to display AP Status description.
PY_IC_PI_DATA
Report ID 1842275000
Modified Activate PeopleCode.
TAX_DATA3
Report ID 1842275000
Replaced field used for group box label.
Records:
Name
Field
Description
CO_STATETAX_TBL
DIS_EFF_TAX_QTR
DERIVED_PAY_NA
PROVINCE
FUNCLIB_PAY
EMPLID
GENL_DEDUCTION
DEDUCTION_END_DT
PAY_CHECK
COMPANY
Report ID 1810404000
Modified field property.
Report ID 1835466000
Added field to derived record.
Report ID 1833135000
Modified FieldFormula PeopleCode.
Report ID 1840784000
Modified SaveEdit PeopleCode.
Report ID 1835466000
Modified RowInit PeopleCode.
PY_LBL_WRK
ADDL_AMT_ADJ
STATE_TAX_DATA
ADDL_AMT_ADJ
Create/ 801 831 881 890 900
Alter
Report ID 1790923000
Modified RowInit PeopleCode.
Report 1842275000
Added field to work record.
Report ID 1842275000
Modified FieldChange and RowInit
PeopleCode.
EMPLID
Report ID 1759523000
Modified SaveEdit PeopleCode.
STATE
Report ID 1842275000
Modified SaveEdit PeopleCode.
SWT_ALLOWANCES
Report ID 1842275000
Modified FieldChange and RowInit
PeopleCode.
Report ID 1814454000
Modified FieldEdit PeopleCode.
Strings Table:
Program String ID
ID
Description
PAY002
Report ID 1822142000
Modified string text.
LEGEND
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