December 11, 2009 PeopleSoft Payroll Tax Update 09-F – Release 9
PeopleSoft Payroll for North AmericaTax Update 09-FTax Update Notes - Release 9
PeopleSoft Payroll’s Tax Update 09-F includes updates to U.S. garnishment and Canadian and U.S. 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:
Resolution_766842.xls / List of object changes delivered with Tax Update 09-F
UPD766842_CODECHANGES.rtf / 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-F, 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 MyOracle Support.
Copyright © 2009, Oracle. All rights reserved.
The Programs (which include both the software and documentation) contain proprietary information; they are provided under a license agreement containing restrictions on use and disclosure and are also protected by copyright, patent, and other intellectual and industrial property laws. Reverse engineering, disassembly, or decompilation of the Programs, except to the extent required to obtain interoperability with other independently created software or as specified by law, is prohibited.
The information contained in this document is subject to change without notice. If you find any problems in the documentation, please report them to us in writing. This document is not warranted to be error-free. Except as may be expressly permitted in your license agreement for these Programs, no part of these Programs may be reproduced or transmitted in any form or by any means, electronic or mechanical, for any purpose.
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, use, duplication, disclosure, modification, and adaptation of the Programs, including documentation and technical data, shall be subject to the licensing restrictions set forth in the applicable Oracle license agreement, and, to the extent applicable, the additional rights set forth in FAR 52.227-19, Commercial Computer Software--Restricted Rights (June 1987). Oracle Corporation, 500 Oracle Parkway, Redwood City, CA 94065.
The Programs are not intended for use in any nuclear, aviation, mass transit, medical, or other inherently dangerous applications. It shall be the licensee's responsibility to take all appropriate fail-safe, backup, redundancy and other measures to ensure the safe use of such applications if the Programs are used for such purposes, and we disclaim liability for any damages caused by such use of the Programs.
The Programs may provide links to Web sites and access to content, products, and services from third parties. Oracle is not responsible for the availability of, or any content provided on, third-party Web sites. You bear all risks associated with the use of such content. If you choose to purchase any products or services from a third party, the relationship is directly between you and the third party. Oracle is not responsible for: (a) the quality of third-party products or services; or (b) fulfilling any of the terms of the agreement with the third party, including delivery of products or services and warranty obligations related to purchased products or services. Oracle is not responsible for any loss or damage of any sort that you may incur from dealing with any third party.
Oracle, JD Edwards, PeopleSoft, and Siebel are registered trademarks of Oracle Corporation and/or its affiliates. Other names may be trademarks of their respective owners.
Updating Your Tables
Tax Update 09-F includes the following files for updating the tables in your PeopleSoft Payroll system.
File / Contentsupd766842_01.dat
upd766842_01.dms
/ U.S. tax table updates
upd766842_02.dat
upd766842_02.dms
/ Canadian tax table updates
upd766842_03.dat
upd766842_03.dms
/ Garnishment table updates
upd766842_04.dms / Database stamp
(There is no .dat file associated with this .dms file.)
upd766842_05.dat
upd766842_05.dms
(Canada only)
/ 2008 Tax Form Definition Table entries
DO NOT RUN THIS SCRIPT UNLESS THIS IS THE FIRST YEAR FOR YEAR-END PROCESSING WITH PEOPLESOFT PAYROLL
(Report ID 1840080000)
upd766842_06.dat
upd766842_06.dms
/ 2009 Canadian Year End Forms PDF Templates for XMLP
(Report ID 1924613000)
upd766842_msg.dat
upd766842_msg_i.dms
/ Message catalog
Both U.S. and Canadian customers should apply the garnishment, database stamp, 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 MyOracle Support.
Special Note – North America
Potential Problem - Deleting Orphan File Attachments
A potential problem has been identified in Release 9.0 for Payroll for North America customers. The PeopleTools Utility delivered for deleting orphan file attachments will wipe out all file attachments used for generating W-2/W-2C and/or T4/T4A year-end forms.
The following information is from Enterprise PeopleTools 8.49 PeopleBook: System and Server Administration > Using PeopleTools Utilities:
Remove Orphan File Attachments from Database
An accumulation of file attachments can consume a significant chunk of disk space. On a regular basis, you should make sure that lingering, or orphaned, file attachments are deleted from the database. Click the Delete Orphan File Attachments button to complete this task. This button invokes the CleanAttachments PeopleCode function.
Navigation to this Utility is via PeopleTools > Utilities > Administration > Copy File Attachments
What do you need to do?
Upgrade to PeopleTools 8.50. This issue has been fixed in PT 8.50, ICE 1868095000.
If you are using PeopleTools 8.49, do NOT use the Delete Orphan File Attachments pushbutton on the Copy File Archive page.
This information has also been posted as an announcement on MetaLink 3 under Document ID 815937.1.
Special Notes – Preparing for Canadian Year End Reporting 2009
Step 1: Updating the Tax Form Definition and Footnote Tables for 2008
NEW PeopleSoft Payroll Users only (processing Year End in PeopleSoft Payroll for the first time in 2009)
If 2009 will be your first year producing year-end slips for Canadian employees using PeopleSoft Payroll, run the DataMover script upd766842_05.dms to add 2008 entries to the Tax Form Definition and Footnote Tables.
Running this script will ensure that your Tax Form Definition and Footnote Tables are current up through 2008 and ready for the 2009 year-end changes described in Step 2 below.
IMPORTANT: Employers who completed year-end processing and produced Canadian year-end slips for tax year 2008 using PeopleSoft Payroll must not apply the DataMover script upd766842_05.dms.
Step 2: Updating the Tax Form Definition and Footnote Tables for 2009
ALL PeopleSoft Payroll Users
To update your Tax Form Definition and Footnote Tables for 2009 year-end reporting, use the following instructions.
Canadian T4 Reporting
If you have not already added a row earlier in the year to your Tax Form Definition table for 2009 T4 reporting, then add this row now. In Update/Display mode in the Tax Form Definition table, bring up the row in the table for Form T4 Slip that has an effective date of 01/01/2008. Add a new row into the table that duplicates all of your 2008 entries by selecting the Add (+) button in the “Effective Date” group box. Change the effective date for this newly inserted row to 01/01/2009. Review the entries in the 01/01/2009 row and redefine earnings/deductions associated with the existing boxes, if required. Save this new entry.
For 2009, there is one new code for reporting on theT4 slip. Follow these steps to add the new code to your Tax Form Definition table:
In Correction mode, bring up the new entry dated 01/01/2009 in your Tax Form Definition table for Form T4 Slip. Select the “Box” group box and Add (+) an entry into the table for the new box. Enter the long and short descriptions as indicated below, and define the appropriate earnings/deductions for the code. Save the changes.
New Box Long Description Short Description81 Placement Agency – Gross Earns Code 81
Canadian T4A Reporting
If you have not already added a row earlier in the year to your Tax Form Definition table for 2009 T4A reporting, then add this row now. In Update/Display mode in the Tax Form Definition table, bring up the row in the table for Form T4A Slip that has an effective date of 01/01/2008. Add a new row into the table that duplicates all of your 2008 entries by selecting the Add (+) button in the “Effective Date” group box. Change the effective date for this newly inserted row to 01/01/2009. Review the entries in the 01/01/2009 row and redefine earnings/deductions associated with the existing boxes, if required. Save this new entry.
For 2009, there are two footnotes to be added, one to be deleted and one to be modified for reporting on the T4A slip. Follow these steps to apply the changes to your Tax Form Definition and Footnote tables:
In Correction mode, bring up the new entry dated 01/01/2009 in your Tax Form Definition table for Form T4A Slip. Select the “Box” group box and Delete (-) the following entry from the table. Save the changes.
16B Unreg. Pension Plan Benefits Note 16B
Navigate to the Tax Form Footnote table entry dated 01/01/2009 for Form T4A Slip. Delete the corresponding footnote entry. Select the “Box” group box and Delete (-) the following entry from the table. Save the changes.
Box Footnote Code Footnote Print Text16B 09 UNREGISTERED PLN
Follow these steps to add the new footnotes to your Tax Form Definition and Footnote tables:
In Correction mode, bring up the new entry dated 01/01/2009 in your Tax Form Definition table for Form T4A Slip. Select the “Box” group box and Add (+) an entry into the table for each new box. Enter the long and short descriptions as indicated below, and define the appropriate earnings/deductions for the new boxes. Save the changes.
New Box Long Description Short Description28A Unreg. Pension Plan Benefits Note 28A
28Z Tax-Free Savings Acct Note 28Z
Navigate to the Tax Form Footnote table entry dated 01/01/2009 for Form T4A Slip. Add the corresponding footnote entries. Select the “Box” group box and Add (+) an entry into the table for each new box. Enter the footnote information as illustrated below. Save the changes.
UNREGISTERED PLN
Comments:Superannuation or pension fund payment amount including disability benefits paid in the form of a life annuity that represents pension benefits paid from an unregistered pension plan.
Footnote Print Text:
TAX-FREE SAVINGS ACCT
Comments:Tax-Free savings account (taxable amount).
Follow these steps to modify a footnote on the Tax Form Definition and Footnote tables:
In Correction mode, bring up the new entry dated 01/01/2009 in your Tax Form Definition table for Form T4A Slip. Select Box 28V and modify the Long Description as indicated below. Redefine the appropriate earnings/deductions for the box if needed. Save the changes.
Box Old Description New Description28V Apprenticeship Incentive Grant Apprenticeship Grant
Navigate to the Tax Form Footnote table entry dated 01/01/2009 for Form T4A Slip. Modify the corresponding footnote entry. Select Tax Form Box 28V and enter the modified Comments text as illustrated below. Save the changes.
Canadian RL-1 Reporting
If you have not already added a row earlier in the year to your Tax Form Definition table for 2009 RL-1 reporting, then add this row now. In Update/Display mode in the Tax Form Definition table, bring up the row in the table for Form RL-1 Slip that has an effective date of 01/01/2008. Add a new row into the table that duplicates all of your 2008 entries by selecting the Add (+) button in the “Effective Date” group box. Change the effective date for this newly inserted row to 01/01/2009. Review the entries in the 01/01/2009 row and redefine earnings/deductions associated with the existing boxes, if required. Save this new entry.
For 2009, there are three new footnotes to be added for reporting on the RL-1 slip. Follow these steps to apply the changes to your Tax Form Definition and Footnote tables:
In Correction mode, bring up the new entry dated 01/01/2009 in your Tax Form Definition table for Form RL-1 Slip. Select the “Box” group box and Add (+) an entry into the table for each new box. Enter the long and short descriptions as indicated below, and define the appropriate earnings/deductions for the new boxes. Save the changes.
O24 Salary Protection Benefits Note O24
O25 Tax-Free Savings Account Note O25
O26 Payments Received from REEI Note O26
Navigate to the Tax Form Footnote table entry dated 01/01/2009 for Form RL-1 Slip. Add the corresponding footnote entries. Select the “Box” group box and Add (+) an entry into the table for each new box. Enter the footnote information as illustrated below. Save the changes.
Footnote Print Text:
SALARY PROTECT BEN (Code CA)
Comments:Payments made by HRSDC similar to the Wage Earner Protection Program of the federal government.
Footnote Print Text:
TAX FREE SVGS ACCT (Code CB)
Comments:Amounts received from a tax-free savings account.
Footnote Print Text:
PAYMENTS FROM REEI (Code CC)
Comments:Payments to the beneficiary of a registered disability savings plan.
Canadian RL-2 Reporting