APRIL 15, 2016 PeopleSoft Payroll for North America Tax Update 16-B – Release 9.1
PeopleSoft Payroll for North AmericaTax Update 16-BTax Update Notes - Release 9.1
PeopleSoft Payroll for North America Tax Update 16-B includes updates to U.S. and Canadian tax and garnishment tables, COBOL program changes, object changes, and redelivered 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 changes
· A summary of the SQRs delivered with this tax update
· An appendix listing the object changes delivered with this tax update
For Release 9.1, the tax update package also includes the following documentation files:
UPD924782_CODECHANGES.rtf / PS Print Project Report for Release 9.1
Follow the instructions in the UPDxxxxxx_INSTALL.htm document to apply this tax update. Before applying Tax Update 16-B, you must apply all previous tax updates.
Unless otherwise indicated by a specific posting date, patch numbers referenced in these tax update notes have not been posted to My Oracle Support.
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Updating Your Tables
Tax Update 16-B includes the following files for updating the tables in your PeopleSoft system.
File / Contents /upd924782_01.dat
upd924782_01.dms
/ U.S. tax table updates
upd924782_02.dat
upd924782_02.dms
/ Canadian tax table updates
upd924782_03.dms
/ Database stamp
(There is no .dat file associated with this .dms file.)
upd924782_04.dat
upd924782_04.dms
/ Canadian garnishment table updates
upd924782_05.dat
upd924782_05.dms
/ U.S. garnishment table 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.
Special Note – Canada
Québec Fondaction Non-Tax Credit Rate
Tax Update 16-B delivers COBOL modifications to change the taxation treatment of the Québec labour-sponsored shares to use a single rate effective June 1, 2016. This single tax credit rate of 15% is delivered as a tax table change.
As a result of the Québec budget announcement on March 17, 2016, further changes will be required to accommodate the extension of the temporary increase to 20% (from 15%) of the tax credit for shares purchased through Fondaction (CSN) for two additional years beginning June 1, 2016. These changes will be individually posted to My Oracle Support through Patch 22505730 as soon as possible, as well as delivered with Tax Update 16-C.
Please note that the tax credit rate of 15% is still valid for the FTQ shares.
For more information, see the entries for Patch 22505141 in the later sections of this document COBOL and Store Statement Changes for Release 9.1 and Canadian Changes for descriptions of the COBOL program changes delivered in Tax Update 16-B in conjunction with the delivery of the new Québec LCP Rate on the Canadian Tax Table.
(Patch 22505141)
Special Notes – U.S.
Maryland Quarterly Wage Reporting
Tax Update 16-B delivers an updated version of TAX810MD.SQR for creating the file to electronically report quarterly state unemployment wage and tax data to Maryland. In conjunction with the modifications to TAX810MD.SQR, the separate run control page for Maryland quarterly wage reporting is removed, since the only enterable fields on the page are no longer used.
For more information on the Maryland quarterly wage reporting changes, see the entry for TAX810MD.SQR in the later section of this document describing U.S. SQRs delivered in Tax Update 16-B for Release 9.1.
Create Quarterly Wage File (for Maryland) BEFORE Tax Update 16-B:
AFTER Tax Update 16-B, the separate Create Quarterly Wage File page for Maryland is removed:
(Patch 21273408)
Future-Dated Paychecks in Employee Self-Service
Tax Update 16-B delivers product modifications to correct two issues related to viewing paychecks in employee self-service:
1. New functionality is added to hide future-dated non-PDF paychecks and deposit advices (created using PAY003.SQR and DDP003.SQR) from employee self-service views, based on the Paycheck Availability data on the Paycheck Options Table.
2. New functionality is added to hide future-dated PDF paychecks and deposit advices (created using BI Publisher) from employee self-service views in accessibility mode.
Process Status / Before the modifications / After the modificationsPayroll Confirmation is run. / Sighted and non-sighted users can view all future-dated checks in employee self-service. / (no change)
Non-PDF paychecks and deposit advices are created using PAY003.SQR and DDP003.SQR, and Paycheck Availability is specified on Paycheck Options Table. / Sighted and non-sighted users can view all future-dated checks in employee self-service. / All future-dated checks are hidden from sighted and non-sighted users in employee self-service. (Tax Update 16-B adds new functionality to look at Paycheck Availability data on Paycheck Options Table.)
PDF paychecks and deposit advices are created using BI Publisher, and Paycheck Availability is specified on Paycheck Options Table.
/ All future-dated checks are hidden from sighted users in employee self-service.
/ (no change)
All future-dated checks are displayed to non-sighted users in employee self-service. / All future-dated checks are hidden from non-sighted users in employee self-service. *
* Note: In accessible mode, checks and advices are always displayed on a PeopleSoft page (and not in a PDF file), regardless of the PDF settings used when creating the checks with BI Publisher. As a result, Paycheck Options Table settings are ignored when using employee self-service in accessible mode. (No change is made to this existing functionality.)(Patch 21802756)
U.S. Year-End Form ID LSR03P Discontinued
Effective beginning with tax year 2016, U.S. year end Form ID LSR03P will no longer be supported. (Used for printing Form W-2, Form ID LSR03P was used to create a PDF version of the standard laser form, printing two forms per page.)
Employers who have previously used Form ID LSR03P should make arrangements to use one of the other supported Form IDs listed below for tax year 2016:
/
Description
LPS4V /
Pressure seal laser form, printing four W-2 forms per page, one on top of the other.
LSR01 /
Laser form, printing four W-2s per page, one on top of the other.
LSR02A /
Laser form, printing four W-2s per page, at the corners of the page.
Note: Employers who withhold and report state income tax for states with employer identification numbers exceeding 12 digits (e.g., Kansas, Utah, Wisconsin) should not use Form ID LSR02A because it does not provide sufficient room in box 15 to print state employer identification numbers exceeding 12 digits.
LSR03 /
Standard laser form, printing two W-2s per page.
XMLP /
Laser form in PDF format (on blank paper).
U.S. Changes
Federal / State Tax Table
State / Effective Date of Table Entry/ Table Update Description
/
MO / 01/01/2016 / A new table entry effective-dated 01/01/2016 includes withholding tax changes effective
January 1, 2016, as published by the Missouri Department of Revenue.
http://dor.mo.gov/forms/Withholding_Formula_2016.pdf
(Patch 22478626)
OR / 07/01/2016 / A new table entry effective-dated 07/01/2016 includes an increase in the Oregon hourly minimum wage to $9.75 effective July 1, 2016, as published by the Oregon Department of Revenue.
Note: Beginning July 1, 2016, Oregon will establish three different geographically-based hourly minimum wage rates. The value delivered in the State Tax Table entry for Oregon will reflect the highest of the three rates, which applies to the Portland metropolitan area. For more information, see this page on the website of the Oregon Bureau of Labor and Industries:
https://www.oregon.gov/boli/WHD/OMW/Pages/Minimum-Wage-Rate-Summary.aspx
(Patch 22951098)
TN / 01/01/2016 / A new table entry dated 01/01/2016 includes a decrease in the Tennessee
unemployment insurance taxable wage base from $9,000 to $8,000 for tax year 2016.
https://www.tn.gov/workforce/article/ui-tax-rates
(Patch 22604532)
Local Tax Table
State / Locality / Locality Name / OLD Rate/Amt / NEW Rate/Amt / Effective Date/
KY / 107 / Hopkins County
(Patch 22636175) / New entry / 0.005000 / Resident
0.005000 / Nonresident
/ 01/01/2016
MT / MT0001
/ Old Fund Liab Tax EE
(Patch 22904092) / Redeliver the row which inactivated this tax as of 08/24/2001; the row was erroneously deleted in a previous tax update.
/ Status = Inactive
0.000000 / Resident
0.000000 / Nonresident
/ 08/24/2001
OH / 02582 / Ashley
(Patch 22805569)
/ New entry / 0.010000 / Resident
0.010000 / Nonresident
Taxing Entity Code = 041
W2 Reporting Agency = RITA
/ 01/01/2016
02736 / Athens
(Patch 22805569)
/ 0.017500 / Resident
0.017500 / Nonresident
/ 0.016500 / Resident
0.016500 / Nonresident
/ 01/01/2016
05130 / Bellefontaine
(Patch 22805569) / Taxing Entity Code = Blank
W2 Reporting Agency = Blank / Taxing Entity Code = 087
W2 Reporting Agency = RITA
/ Correcting entry
06068 / Bethel
(Patch 22805569) / New entry / 0.005000 / Resident
0.005000 / Nonresident
Taxing Entity Code = 116
W2 Reporting Agency = RITA
/ 01/01/2016
16014 / Cleveland Heights
(Patch 22805569) / 0.020000 / Resident
0.020000 / Nonresident / 0.022500 / Resident
0.022500 / Nonresident
/ 01/01/2016
OH / 55874 / Ney
(Patch 22805569) / New entry / 0.010000 / Resident
0.010000 / Nonresident
Taxing Entity Code = 677
W2 Reporting Agency = RITA
/ 01/01/2016
64304 / Portsmouth
(Patch 22805569) / 0.020000 / Resident
0.020000 / Nonresident / 0.025000 / Resident
0.025000 / Nonresident
/ 01/01/2016
68056 / Rocky River
(Patch 22805569) / Taxing Entity Code = Blank
W2 Reporting Agency = Blank / Taxing Entity Code = 700
W2 Reporting Agency = RITA
/ Correcting entry
80304 / Wadsworth
(Patch 22805569)
/ Taxing Entity Code = Blank
W2 Reporting Agency = Blank / Taxing Entity Code = 818
W2 Reporting Agency = RITA
/ Correcting entry
WV / 14600 / Charleston
(Patch 22478632) / $103.96 / Resident
$103.96 / Nonresident
Maximum Tax = $104.00
/ $129.94 / Resident
$129.94 / Nonresident
Maximum Tax = $130.00
/ 01/03/2016
Local Tax Table - Pennsylvania Local Services Tax
State / Locality / Locality Name / OLD Rate/Amt / NEW Rate/Amt / Effective DatePA / O040032C / Aliquippa City
(Patch 22497890) / $ 52.00 / Resident
$ 52.00 / Nonresident
Low Gross = Blank / $104.00 / Resident
$104.00 / Nonresident
Low Gross = $15,600.00
/ 01/01/2016
O040032M / Aliquippa City
(Patch 22497890) / $ 47.00 / Resident
$ 47.00 / Nonresident
Low Gross = Blank / $ 99.00 / Resident
$ 99.00 / Nonresident
Low Gross = $15,600.00
/ 01/01/2016
O040032S / Aliquippa S.D.
(Patch 22497890) / $ 5.00 / Resident
$ 5.00 / Nonresident / $ 5.00 / Resident
$ 5.00 / Nonresident
/ 01/01/2016
(Tax rate for O040032S is unchanged; table entry is updated to match Effective Date of the new table entries for O040032C and O040032M.)
O111022C / Johnstown City
(Patch 22497890) / $ 20.00 / Resident
$ 20.00 / Nonresident
Low Gross = Blank / $156.00 / Resident
$156.00 / Nonresident
Low Gross = $21,000.00
/ 01/01/2016
O111022M / Johnstown City
(Patch 22497890) / $ 15.00 / Resident
$ 15.00 / Nonresident
Low Gross = Blank / $151.00 / Resident
$151.00 / Nonresident
Low Gross = $21,000.00
/ 01/01/2016
O111022S / Greater Johnstown S.D.
(Patch 22497890) / $ 5.00 / Resident
$ 5.00 / Nonresident / $ 5.00 / Resident
$ 5.00 / Nonresident
/ 01/01/2016
(Tax rate for O111022S is unchanged; table entry is updated to match Effective Date of the new table entries for O111022C and O111022M.)
Note: See the entry for Patch 22497890 in the later section of this document COBOL and Store Statement Changes for Release 9.1 for a description of COBOL program changes delivered in Tax Update 16-B in conjunction with the delivery of the new tax rates for the Local Services Taxes imposed by the Cities of Aliquippa and Johnstown.(Patch 22497890 Posted to My Oracle Support on 29 January 2016)
Local Tax Table – Pennsylvania Local Earned Income Tax
Tax Update 16-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 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 on 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 01/01/2016.
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:
PA32EIT16B.doc Word document
PA32EIT16B.xls Excel spreadsheet