April 21, 2017 PeopleSoft Payroll for North America – Release 9.2 – Update Image 22 – Tax Update 17-B

PeopleSoft Payroll for North AmericaRelease 9.2 – PeopleSoft Update Image 22TAX UPDATE 17-B Notes

This document describes the product modifications for PeopleSoft Payroll for North America Release 9.2 which are included in PeopleSoft Update Image 22for Tax Update 17-B.

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

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For Tax Update 17-B, PeopleSoft Update Image 22includes the documentation files listed below, which may be found on My Oracle Support:


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

Legislative, Regulatory, and Tax Updates
PeopleSoft HCM 9.2: Update Image Documentation (Document ID1917096.2)
Payroll for North America

File Name /
Document Title
R92 Update Image 22Tax Update 17-B Notes.doc
/
PeopleSoft Payroll for North America Release 9.2 –
PeopleSoft Update Image 22Tax Update 17-B Notes(this document)
PA32EIT17B.doc /
Word document listing of changes to Pennsylvania Act 32 Local Earned Income Tax entries in the Local Tax Table
PA32EIT17B.xls /
Excel spreadsheet listing of changes to Pennsylvania Act 32 Local Earned Income Tax entries in the Local Tax Table
Preview_TCE_ModifiedObjects.xls /
Preview of a list of modified Payroll for North America objects to be delivered in Update Image 23 for Tax Class Expansion

Important Advance Notice Regarding Update Image 23

PeopleSoft Update Image 23 will deliver a major product enhancement to expand the U.S. field TAX_CLASS from 1 to 3 characters in length. This enhancement will allow for additional U.S. Tax Class values to be more easily added in the future as they become necessary. This field expansion impacts numerous COBOL and SQR modules as well as online objects (fields, records, pages, etc.), for which modifications will be delivered in Update Image 23. These modifications are required as a consequence of the expansion of the field TAX_CLASS from 1 to 3 characters, and do not constitutechanged functionality.

Due to the nature and scope of the changes, it is important to note and follow these requirements and recommendations:

  • All Release 9.2 Payroll for North America customers will be expected to applyall Payroll for North America patches (and accompanying pre-requisites) delivered inUpdate Image 23. Selective or partial application of Payroll for North America patches from Update Image 23 is not an option. All product modifications related to the Tax Class field expansion must be applied to your environment(s).
  • All subsequent Payroll for North America product modifications after Update Image 23 will enforce a pre-requisite to Update Image 23. This means that it is extremely important that all of the product modifications delivered in Update Image 23 be implemented when you apply Update Image 23.
  • An Excel spreadsheet (Preview_TCE_ModifiedObjects.xls) which lists all of the Payroll for North America programs and objects being modified as part of the Tax Class expansion project is being delivered now with Update Image 22, in order to assist customers in planning for Update Image 23, especially in situations where customers have customized any of the impacted programs or objects. (The spreadsheet does not list the new Payroll for North America objects, or the new and/or modified objects related to other products, that will also be delivered in Update Image 23 as part of the Tax Class expansion project.)
  • Customers currently using Tax Class values 0 through 5 can continue to use these values for the remainder of 2017. However, customers are strongly advised to migrate to new customer-maintained Tax Class values after applying Update Image 23 and before running the first payroll with a check date on or after January 1, 2018. (The new customer-maintained Tax Class Values will be explained in the user documentation delivered with Update Image 23.)

The following steps are being taken to mitigate the impact of the delivery of the Tax Class field expansion in Update Image 23:

  • A limited number of fixes and other product modifications not related to the Tax Class field expansion will be delivered in Update Image 23.
  • Urgent fixes previously targeted for delivery in Update Image 23 may be made available as PRP special postings in advance of Update Image 23 in order to allow customers more time to implement Update Image 23.
  • Tax table update scripts scheduled for delivery in Update 23 will also be made available as PRP special postings approximately two weeks in advance of Update Image 23, using the patch numbers listed below (a Hot Topics announcement will be made when these PRP special postings are available):
  • 25892583 - CONSOLIDATED U.S. TAX TABLE CHANGES - TAX UPDATE 17-C
  • 25892678 - CONSOLIDATED CANADIAN TAX TABLE CHANGES - TAX UPDATE 17-C (if needed)

Customers are strongly advised to apply the Tax Update 17-C tax table scripts and other fixesas soon as they are made availableas PRP special postings, rather than waiting for their subsequent delivery in Update Image 23. Once Update Image 23 is posted, the PRP special postings will no longer be available to be applied individually.

The following other products are also (minimally) impacted by the Tax Class field expansion project (additional information will be provided in the user documentation delivered with Update Image 23): Education & Government, U.S. Federal Payroll, Payroll Interface, Human Resources, Stock Administration, Compensation (Total Rewards), and Commitment Accounting.

Special Note – Puerto Rico Form W-2cPR

The Puerto Rico Department of Treasury (Departamento de Hacienda) has mandated a new procedure for creating and submitting Form W-2cPR corrections to previously submitted Form W-2PR data.
For corrections to Form W-2PR data for tax year 2014 and later, in order to obtain the required Control Number and efile Confirmation Number that must appear on each Form W-2cPR, employers using the PeopleSoft Payroll for North America product must use the “W2 and Informative Online” application, which is provided and maintained by the Puerto Rico Departamento de Hacienda.
In order to use this application, you must log in to your employer account in Colecturía Virtual, which is the online portal of the Departamento de Hacienda:

Instructions for creating and submitting Form W-2cPR corrections (as well as instructions for creating a new employer account in Colecturía Virtual if you do not already have an account) can be found in the user manual:

The “W2 and Informative Online” application allows you to complete, electronically file, and then print Form W-2cPR, for up to 250 employees per online session. The online application automatically assigns the Control Number and efile Confirmation Number, which must be included on each printed Form W-2cPR.To comply with the new Puerto Rico required procedure for creating, filing, and printing Form W-2cPR to create Form W-2PR data for tax years 2014 and later, employers may now use the existing Puerto Rico Form W-2cPR correction functionality in the PeopleSoft Payroll for North America product to create Form W-2cPR corrections to Form W-2PR data only for tax years 2013 and earlier. Tax Update 17-C will deliver modifications to the existing Puerto Rico Form W-2cPR correction functionality to enforce this restriction.

Patch Inventory for PeopleSoft Update Image 22(Tax Update 17-B) - Summary

E&G = PeopleSoft Payroll for North America for Education & Government

USF = 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 / 22065956 / 17-B / US / X
2 / 23133821 / 17-B / US / X
3 / 23495388 / 17-B / US / X
4 / 23498355 / 17-B / CAN / X
5 / 23518925 / 17-B / US / X
6 / 23547995 / 17-B / CAN / X
7 / 24682065 / 17-B / US / X
8 / 24765033 / 17-B / CAN / X / X
9 / 24815898 / 17-B / US / X
10 / 24848080 / 17-B / US / X
11 / 24932984 / 17-B / US / X
12 / 24967022 / 17-B / CAN / X
13 / 25056526 / 17-B / US / X
14 / 25071611 / 17-B / US / X
15 / 25113119 / 17-B / US / X
16 / 25128064 / 17-B / US / X
17 / 25241078 / 17-B / US / X
18 / 25242274 / 17-B / US / X
19 / 25291715 / 17-B / USF / X
20 / 25291943 / 17-B / CAN / X
21 / 25348329 / 17-B / CAN / X
22 / 25381242 / 17-B / N/A / X
23 / 25443868 / 17-B / US / X
24 / 25469601 / 17-B / CAN / X
25 / 25470075 / 17-B / US / X
26 / 25483869 / 17-B / US / X
27 / 25484994 / 17-B / US / X
28 / 25490920 / 17-B / US / X / X
29 / 25491044 / 17-B / CAN / X
30 / 25511797 / 17-B / CAN / X
31 / 25551416 / 17-B / CAN / X
32 / 25667594 / 17-B / US / X
33 / 25750363 / 17-B / CAN / X / X
34 / 25789114 / 17-B / CAN / X / X
35 / 25801034 / 17-B / US / X / X
36 / 25801192 / 17-B / US / X
37 / 25803135 / 17-B / US / X

Patch Inventory for PeopleSoft Update Image 22(Tax Update 17-B) - Detail

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

Patch Number /
Tax
Update Tracking Group /
Country /
Product /
COBOL Programs
and/or
Store Statements
/
SQR/SQC Programs /
Database Objects /
Scripts /
Other
22065956 / 17-B / US / X
MICR PLACEMENT INCORRECT W/OVERFLOW PDF TEMPLATE W/EXCESS EARNINGS AND DEDUCTION
DDP003.SQR is the Direct Advice program.
PAY003.SQR is the Paycheck Print program.
Patch 22065956 modifies these programs to ensure that the MICR (magnetic ink character recognition) placement is correct when using the overflow Paycheck PDF PRTOFCHK (using BI Publisher and the overflow templates). Prior to the modifications, when there were more than 13 earnings types and fewer than 19 deductions, the MICR font characters printed correctly on the Paycheck PDF wage statement, but if there were more than 13 earnings types and more than 19 deductions, the MICR font characters incorrectly printed on a separate subsequent page on the Paycheck PDF wage statement. (Note that if the number of deductions exceeds 13, then the excess deductions are rolled together and described as “Other”.)
Patch Number /
Tax
Update Tracking Group /
Country /
Product /
COBOL Programs
and/or
Store Statements
/
SQR/SQC Programs /
Database Objects /
Scripts /
Other
23133821 / 17-B / US / X
MODIFY PAYGL01 TO CORRECTLY CALCULATE THE TAX/DED LIABILITY WHEN ROUNDING IS REQ
Patch 23133821 modifies PAYGL01.SQR to correctly calculate the tax and deduction liability when the last distribution is negative due to the round up calculation.
Prior to the modifications, the tax and/or deduction liability resulted in a negative distribution amount due to the round up calculation, which caused the total amount to be inflated.
Patch Number /
Tax
Update Tracking Group /
Country /
Product /
COBOL Programs
and/or
Store Statements
/
SQR/SQC Programs /
Database Objects /
Scripts /
Other
23495388 / 17-B / US / X
ESS: EE ABLE TO VIEW PAYCHECK WITHOUT CONSIDERING 'DAYS FROM CHECK DATE' FIELD
Patch 23495388 modifies SQL views to hide future-dated paychecks in Employee Self Service when the Paycheck Availability section on the Paycheck Option Table Is defined to hide future-dated checks.
Prior to the modifications, the employee was able to view future-dated paychecks when they were created with the Print Pay Checks or Print Advice Forms run controls.
Note: Wage statements created with BI Publisher and the Create PDF Paychecks or Create PDF Advice Forms run controls are hidden and were not impacted by this issue.
Patch Number /
Tax
Update Tracking Group /
Country /
Product /
COBOL Programs
and/or
Store Statements
/
SQR/SQC Programs /
Database Objects /
Scripts /
Other
23498355 / 17-B / CAN / X
CAN: ESPP EMPLOYER MATCH OVERSTATES TAXABLE GROSS DURING PAY CALCULATION
Patch 23498355 modifies PSPCPCAL.CBL to correctly calculate the taxable gross amount when earnings with a combination of different tax methods are used to calculate an employee share purchase plan (ESPP) deduction.
Prior to the modifications, the taxable gross amounts used to calculate CIT, CPP, Provincial Health Tax, and to record the True T4 pay period amount were overstated by the amount of the ESPP Employer Match taxable benefit.
Patch Number /
Tax
Update Tracking Group /
Country /
Product /
COBOL Programs
and/or
Store Statements
/
SQR/SQC Programs /
Database Objects /
Scripts /
Other
23518925 / 17-B / US / X
TAX810FL NOT REPORTING OOS WAGES WHEN PAYGROUP CHANGES IN MID QUARTER
TAX810FL.SQR creates a file to report employee quarterly wage and tax data to Florida in an XML format. Patch 23518925 modifies the program to correctly report Out of State wages for an employee who is transferred to Florida in conjunction with a mid-quarter Paygroup change.
Prior to the modifications, the Out of State wages were not reported for an employee in this situation.
Patch Number /
Tax
Update Tracking Group /
Country /
Product /
COBOL Programs
and/or
Store Statements
/
SQR/SQC Programs /
Database Objects /
Scripts /
Other
23547995 / 17-B / CAN / X
CAN: PENSION DEDUCTION CALCULATION INCORRECT WHEN TAX METHODS OF EARNINGS DIFFER
Patch 23547995 modifies PSPDCPEN.CBL to correctly calculate a pension deduction when the cheque contains earnings that are taxed using a combination of different tax methods.
Prior to the modifications, if there was a combination of (1) annualized earnings and (2) other earnings using a different tax method, the total earnings for one of the tax methods was used as the base for the pension deduction calculation. Deductions were not calculated on the earnings for any other tax methods.
Patch Number /
Tax
Update Tracking Group /
Country /
Product /
COBOL Programs
and/or
Store Statements
/
SQR/SQC Programs /
Database Objects /
Scripts /
Other
24682065 / 17-B / US / X
NJ STATE TAX WITHHOLDING APPEARS INCORRECT AFTER TAX UPDATE 16-B
Patch 24682065 modifies PSPPYNET.CBL to correctly calculate state withholding tax when an employee’s pay includes Supplemental or Special Supplemental earnings in addition to a negative adjustment for annualized earnings.
In this example, an employee’s earnings include the following, all of which are subject to New Jersey tax:
4,000.00 / Special Supplemental earnings taxed using Supplemental Method = Aggregate
500.00 / Regular earnings (Tax method = Annualized)
– 1,000.00 / Sick pay earnings (Tax method = Annualized)
3,500.00 / Total gross earnings
Prior to the modifications, New Jersey withholding tax was underwithheld in the above-described scenario.
Patch Number /
Tax
Update Tracking Group /
Country /
Product /
COBOL Programs
and/or
Store Statements
/
SQR/SQC Programs /
Database Objects /
Scripts /
Other
24765033 / 17-B / CAN / X / X
CAN: DECEASED EMPLOYEE IS REPORTED IN THE WRONG WLP ON CTX900 SQR
CTX900.SQR produces a report to identify error conditions that may require correction before loading the year-end employee tax records. The conditions identified include negative tax balances and invalid social insurance numbers. Patch 24765033 modifies the program is modified to:
  1. Remove the Wage Loss Plan from the page header;
  2. Add the Wage Loss Plan to error message details when the message is for employee tax balance edits;
  3. Remove the Wage Loss Plan column from error message details when the edit is by company (e.g., a deceased employee with tax balances, invalid or missing SINs, table setup by a Company, etc.);
  4. Remove the Month column from error message details when the edit is by Company.

Prior to the modifications, on the PIER and miscellaneous edits page where the error messages are printed, the page contained the Wage Loss Plan in the header. The Wage Loss Plan and Month were also provided in error messages that were for edits by company. This was misleading for error messages which were edits by company as the information was irrelevant.
Patch Number /
Tax
Update Tracking Group /
Country /
Product /
COBOL Programs
and/or
Store Statements
/
SQR/SQC Programs /
Database Objects /
Scripts /
Other
24815898 / 17-B / US / X
HOURS ARE DOUBLING ON RETRO_PAY_EARNS FOR NON EXEMPT EES WITH MULTIPLE JOBS
Patch 24815898 modifies PSPRPERY.CBL to correctly calculate an employee’s Retro Pay in the following situations where Retro Pay Rate changes were simultaneously entered for multiple jobs:
Result before the modifications delivered in Tax Update 17-B: