April 4, 2005PeopleSoft Payroll Tax Update 05-B – Release 8.81
PeopleSoft PayrollTax Update 05-BTax Update NotesRelease 8.81
PeopleSoft Payroll’s Tax Update 05-B includes updates to U.S. tax tables, U.S. garnishment rules tables, U.S. and Canadian 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 8.81, the tax update package also includes the following documentation files:
Resolution_588211.xls / List of object changes delivered with Tax Update 05-B
UPD588211_CODECHANGES.rtf / PS Print Project Report for Release 8.81
UPD588213_INSTALL_CFR.doc / “PeopleSoft Application Update Installation Instructions –
Canadian French”
Resolution_588213_CFR.xls / List of object changes delivered with Tax Update 05-B
(Canadian French)
You must follow the instructions in the UPDxxxxxx_INSTALL.docdocument 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 05-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 Updates & Fixes on Customer Connection.
Updating Your Tables
Tax Update 05-B includes the following files for updating the tables in your PeopleSoft Payroll system.
File / Contentsupd588211_01.dat
upd588211_01.dms
/ U.S. tax table updates
Note: When this script is opened in Data Mover, a message will be displayed stating "File too large to open for edit. Opening for display only." The script can be run after bypassing this message.
upd588211_02.dat
upd588211_02.dms
/ Garnishment table updates
upd588211_03.dat
upd588211_03.dms
/ 1042 Nonresident Alien Tax Treaty Table updates
(Report ID 1230658000)
upd588211_04.dat
upd588211_04.dms
/ pay messages / strings
upd588211_05.dms
/ database stamp
(there is no .dat file associated with this .dms file)
upd588211_msg.dat
upd588211_msg_i.dms
/ message catalog
Both U.S. and Canadian customers should apply the database stamp and 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.
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 Updates & Fixes on PeopleSoft Customer Connection.
Special Notes for Canada
New Amend/Cancel Year End Slip Summary Report
The new Amend/Cancel Year End Summary Report CTX910AS.SQR is a new program that produces a summary of amended and cancelled slips together with supporting employee detail 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. A summary of the differences is provided by slip type, company, province, wage loss plan and employee.
If there are employees in the system that were issued multiple original T4 or T4A slips within the same tax reporting year and also issued amended/cancelled slips, they will be bypassed for processing and listed on the last page of the report titled ‘Employees With Multiple Year End Slips’ for manual handling. We recommend that you run the Amend/Cancel Year End Audits report CTX910AA.SQR to review their year-end slip history and details.
The navigation path to the run control page for CTX910AS.SQR is North American Payroll > Year End Processing CAN > Amends and Cancels > Amend/Cancel YE Slip Summary.
Amend/Cancel Year End Summary Run Control Page
There is one report request parameter for this page:
Year End Audit Indicator / Year End Audit Indicator reporting options are: T4, T4A, RL-1, RL-2, and All.U.S. Changes
Federal / State Tax Table
State / Effective Date of Table Entry / Table Update DescriptionFL / 05/02/2005 / State hourly minimum wage increased from $5.15 to $6.15 effective May 2, 2005.
(Report ID 1220293000)
IA / 04/01/2005 / State withholding tax changes effective April 1, 2005.
(Report ID 1224856000)
ID / 01/01/2005 / State unemployment insurance taxable wage base increased to $28,000 for 2005.
(Report ID 1227068000)
MT / 01/01/2005 / The table entry effective-dated 01/01/2005 originally delivered in Tax Update 04-F is updated to reflect Montana’s subsequent revision of previously published state withholding tax changes effective January 1, 2005.
(Report ID 1210667000; Posted to Customer Connection by 31 January 2005)
VA / 01/01/2005
/ The table entry effective-dated 01/01/2005 originally delivered in Tax Update 05-A is updated to populate the Special Tax Amount 1 field with the value of $800.00 to be used in calculating Virginia state withholding tax for employees claiming the age 65+ and/or blind exemptions. Note: COBOL program changes delivered with this tax update are also required to implement this new Virginia withholding tax calculation. See the entry for Report ID 1191382000 in the subsequent section of this document on “COBOL Program Changes”.
(Report ID 1191382000)
Local Tax Table
State / Locality / Locality Name / OLD Rate/Amt / NEW Rate/Amt / Effective DateAL / 77304 / Tuskegee
(Report ID 1231461000)
/ 0.010000 / Resident
0.010000 / Nonresident / 0.020000 / Resident
0.020000 / Nonresident / 01/01/2005
CA / 67000 / San Francisco Payroll Expense Tax
(Report ID 1221539000) / “Withhold on Work Locality Only” checkbox is not selected
/ “Withhold on Work Locality Only” checkbox is selected / 01/01/1900
correcting entry
IL / 14000 / Chicago Employer’s
Expense Tax
(Report ID 1221539000) / “Withhold on Work Locality Only” checkbox is not selected
/ “Withhold on Work Locality Only” checkbox is selected / 01/01/1900
correcting entry
KY / 021 / Boyle County
(Report ID 1244289000)
/ 0.004500 / Resident
0.004500 / Nonresident / 0.007500 / Resident
0.007500 / Nonresident / 04/01/2005
037 / Campbell County
(Report ID 1208645000)
/ Maximum Tax = $398.00 / Maximum Tax = $406.00 / 01/01/2005
36604 / Highland Heights
(Report ID 1208624000)
/ Maximum Tax = 0.00 / Maximum Tax = $1,000.00 / 01/01/2004
MI / 46000 / Lansing
(Report ID 1239350000)
/ County = Clinton / County = Ingham / 01/01/1900
correcting entry
MO / 38000 / Kansas City
(Report ID 1221861000 and Report ID 1211212000)) / W2 Reporting Agency = blank
W2 Mag Media Code =
6 characters (incorrect) / W2 Reporting Agency =
KCFD
W2 Mag Media Code =
5 characters (correct)
/ 01/01/1900
correcting entry
OH / 07790 / Boston Heights
(Report ID 1221144000)
/ 0.015000 / Resident
0.015000 / Nonresident / 0.020000 / Resident
0.020000 / Nonresident / 01/01/2005
25802 / Evendale
(Report ID 1221140000)
/ 0.009000 / Resident
0.009000 / Resident / 0.012000 / Resident
0.012000 / Nonresident / 01/01/2005
25914 / Fairborn
(Report ID 1209977000)
/ 0.010000 / Resident
0.010000 / Nonresident / 0.015000 / Resident
0.015000 / Nonresident / 01/01/2005
26446 / Fairview Park
(Report ID 1234538000)
/ 0.015000 / Resident
0.015000 / Nonresident / 0.020000 / Resident
0.020000 / Nonresident / 04/01/2005
36610 / Huber Heights
(Report ID 1220766000)
/ 0.019500 / Resident
0.019500 / Nonresident / 0.020000 / Resident
0.020000 / Nonresident / 01/01/2005
OH / 44856 / Lorain
(Report ID 1234557000)
/ 0.017500 / Resident
0.017500 / Nonresident / 0.020000 / Resident
0.020000 / Nonresident / 03/01/2005
50862 / Minerva Park Village
(Report ID 1243561000)
/ New entry / 0.010000 / Resident
0.010000 / Nonresident / 01/01/2005
55790 / New Waterford
(Report ID 1238923000)
/ New entry / 0.010000 / Resident
0.010000 / Nonresident / 01/01/2003
61028 / Parma Heights
(Report ID 1211010000)
/ 0.020000 / Resident
0.020000 / Nonresident / 0.030000 / Resident
0.030000 / Nonresident / 01/01/2005
65592 / Ravenna
(Report ID 1228095000)
/ 0.018000 / Resident
0.018000 / Nonresident / 0.020000 / Resident
0.020000 / Nonresident / 03/01/2005
66936 / Richwood Village
(Report ID 1230633000)
/ 0.005000 / Resident
0.005000 / Nonresident / 0.010000 / Resident
0.010000 / Nonresident / 01/01/2004
69400 / Sabina
(Report ID 1243223000) / 0.005000 / Resident
0.005000 / Nonresident
Status = Inactive / 0.005000 / Resident
0.005000 / Nonresident
Status = Active
/ 05/27/2004
69400 / Sabina
(Report ID 1243223000)
/ 0.005000 / Resident
0.005000 / Nonresident / 0.010000 / Resident
0.010000 / Nonresident / 01/01/2005
72256 / Sherwood
(Report ID 1231629000)
/ New entry / 0.010000 / Resident
0.010000 / Nonresident / 07/01/2004
72424 / Sidney
(Report ID 1218297000) / W2 Reporting Agency = blank / W2 Reporting Agency =
SIDNE / 01/01/1900
correcting entry
86730 / Wyoming
(Report ID 1215682000)
/ 0.005000 / Resident
0.005000 / Nonresident / 0.008000 / Resident
0.008000 / Nonresident / 01/01/2005
P0002 / Copley-Akron JEDD
(Report ID 1233249000)
/ 0.020000 / Resident
0.020000 / Nonresident / 0.022500 / Resident
0.022500 / Nonresident / 04/01/2005
P0003 / Coventry-Akron JEDD
(Report ID 1233345000)
/ 0.020000 / Resident
0.020000 / Nonresident / 0.022500 / Resident
0.022500 / Nonresident / 04/01/2005
P0005 / Springfield-Akron JEDD
(Report ID 1233356000)
/ 0.020000 / Resident
0.020000 / Nonresident / 0.022500 / Resident
0.022500 / Nonresident / 04/01/2005
OR / P0746 / Tri-County Transportation
(Report ID 1216656000)
/ 0.006218 / Resident
0.006218 / Nonresident / 0.006318 / Resident
0.006318 / Nonresident / 01/01/2005
PA / 61000ER / Pittsburgh Payroll Tax – spelling correction only
(Report ID 1240226000)
/ Locality Name = Pittsburg / Locality Name = Pittsburgh / 01/01/2005
correcting entry
WV / 14600 / Charleston
(Report ID 1187137000)
/ Maximum Tax = 0.00 / Maximum Tax = 52.00 / 01/01/2004
correcting entry
39460 / Huntington
(Report ID 1187137000)
/ Maximum Tax = 0.00 / Maximum Tax = 104.00 / 07/01/2003
correcting entry
85156 / Weirton
(Report ID 1187137000) / Maximum Tax = 0.00 / Maximum Tax = 104.00 / 07/01/2004
correcting entry
Note: For the corrections to the three West Virginia localities listed above, COBOL program changes are also delivered in this tax update. See the entry for Report ID 1187137000 in the subsequent section of this document on “COBOL Program Changes”.
Local Tax Table – Pennsylvania
Tax Update 05-B includes updates to Pennsylvania entries in the Local Tax Table based on the latest data on the website maintained by the Commonwealth of Pennsylvania. Because Pennsylvania has not made effective-date information downloadable from its website, all updates to Pennsylvania entries in the Local Tax Table delivered in this tax update are effective-dated 01/01/2005. These Pennsylvania local tax rate changes downloaded from the Pennsylvania website are documented separately in the file PA05BLOC.doc which is delivered with this tax update.
For each tax update, PeopleSoft scans the Pennsylvania local tax rate information on the official Pennsylvania website and delivers corrections and/or updates to any Local Tax Table entries for which tax rates do not match the most current information on the website.
To research tax rate data on the official Pennsylvania website for a particular local jurisdiction, follow this navigation path:
1. Go to
2. Select “Communities in PA”
3. Select “Governor’s Center for Local Government Services”
4. Select “Local Withholding Tax Information”
5. Select “Link to Tax Register”
6. Select “EIT/OPT Tax Rates Only”
(Report ID 1235801000)
Inactivated Pennsylvania Locality Codes
Information downloaded from the website maintained by the Commonwealth of Pennsylvania and delivered in Tax Update 05-B includes the elimination of entries for several municipalities previously identified by Pennsylvania as being co-terminus with multiple different school districts.
Employers with employees setup using any of the Previous Multiple Codes listed in Column 3 of the chart below will need to convert records for those employees to the corresponding New Single Code in Column 4. In cases where Pennsylvania has not indicated a New Single Code (i.e., “none” in Column 4), employers will need to make a new determination as to how to correctly setup the employee’s Pennsylvania local tax situation in accordance with these code changes published on the website maintained by the Commonwealth of Pennsylvania.
(Report ID 1235801000)
County
/Locality Name
/Previous “Multiple” Codes (valid through 12/31/2004)
/New “Single” Code (effective 01/01/2005)
Cambria / Geistown / I110933C1 / I110933CGeistown / I110933C2 / none
Geistown / I110933M1 / I110933M
Geistown / I110933M2 / none
Greater Johnstown SD / I110933S1 / I110933S
- / I110933S2 / none
Geistown / O110933C1 / O110933C
Geistown / O110933C2 / none
Geistown / O110933M1 / O110933M
Geistown / O110933M2 / none
Greater Johnstown SD / O110933S1 / O110933S
- / O110933S2 / none
McKean / Ceres / I420125C1 / I420125C
Ceres / I420125C2 / none
Ceres / I420125M1 / I420125M
Ceres / I420125M2 / none
Oswayo Valley SD / I420125S1 / I420125S
- / I420125S2 / none
Ceres / O420125C1 / O420125C
Ceres / O420125C2 / none
Ceres / O420125M1 / O420125M
Ceres / O420125M2 / none
Oswayo Valley SD / O420125S1 / O420125S
Otto-Eldred SD / O420125S2 / none
Wayne / Clinton / I640185C1 / none
Clinton / I640185C2 / I640185C
Clinton / I640185M1 / none
Clinton / I640185M2 / I640185M
Western Wayne SD / I640185S1 / none
Forest City Regional SD / I640185S2 / I640185S
Clinton / O640185C1 / none
Clinton / O640185C2 / O640185C
Clinton / O640185M1 / none
Clinton / O640185M2 / O640185M
Western Wayne SD / O640185S1 / none
Forest City Regional SD / O640185S2 / O640185S
York / Springettsbury Twp / I671655C1 / I671655C
Springettsbury Twp / I671655C2 / none
Springettsbury Twp / I671655M1 / I671655M
Springettsbury Twp / I671655M2 / none
Central York SD / I671655S1 / I671655S
- / I671655S2 / none
Springettsbury Twp / O671655C1 / O671655C
Springettsbury Twp / O671655C2 / none
Springettsbury Twp / O671655M1 / O671655M
Springettsbury Twp / O671655M2 / none
Central York SD / O671655S1 / O671655S
York Suburban / O671655S2 / none
(Report ID 1235801000)
Pennsylvania: Occupational Privilege Tax becomes Emergency & Municipal Services Tax
Pennsylvania Act 222 of 2004 amended the Local Tax Enabling Act, Act 511 of 1965, to permit municipalities and school districts to impose an Emergency & Municipal Services Tax of up to $52 per year beginning on or after January 1, 2005. The EMS Tax replaces the occupational privilege tax.
Local Tax Table entries previously used to store occupational privilege tax rates are now used to store EMS Tax rates. The majority of Local Tax Table entry updates delivered in this tax update for Pennsylvania localities represent rate increases associated with localities adopting the new EMS Tax.
With the implementation of COBOL program changes delivered in this tax update, if an employee has already had his annual tax deducted for a particular locality at the old lower rate of $5 or $10, and in the same tax year the locality subsequently approves an increase in the tax rate to something greater than or equal to the new $52 annual maximum, the difference owed by the employee will be deducted in the next payroll run calculated after the tax rate is increased on the Local Tax Table entry. See the entry for Report ID 1200637000 in the subsequent section of this document on “COBOL Program Changes”.
(Report ID 1200637000)
Local Tax Reciprocity Table
Locality ofResidence
/ Locality of Employment / Effective Date / Credit Reduction Percent / Credit Limit Rate
/ Reciprocity Rule
OH – 29162
Galion
(Report ID
1219498000) / OH - $DFLT / 01/01/2003 / 100.00 / 0.010000 / 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.
OH – 53102
Mount Vernon
(Report ID
1222856000)
/ OH - $DFLT / 01/01/2005 / 100.00 / 0.010000 / 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.
OH – 55790
New Waterford
(Report ID 1238923000)
/ OH - $DFLT / 01/01/2003 / 100.00 / 0.005000 / 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.
OH – 74076
Springboro
(Report ID
1211141000) / OH - $DFLT / 01/01/2004 / 100.00 / 0.010000 / 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.
OH – 78932
University Heights
(Report ID
1219775000)
/ OH - $DFLT / 01/01/2005 / n/a / n/a / Withhold on total wages in both localities
Taxable Gross Definition Table
State / Effective Date of Table Entry / Table Update DescriptionME / 01/01/2005 / A table entry is added to indicate that Maine does not conform to U.S. Internal Revenue Code changes regarding Health Savings Accounts (HSAs) that were made by The Medicare Prescription Drug Improvement and Modernization Act of 2003. As a result: (1) Amounts contributed by an employer to an HSA for an employee are Maine taxable wages to the employee. (2) Amounts contributed to an HSA on a before-tax basis by an employee are taxable wages for Maine.
To ensure that HSA amounts are correctly included in Maine taxable wages, employers paying employees subject to Maine taxation should enter the Taxable Gross Component ID “HSA“ on the Deduction Table entries for employer contributions or employee before-tax contributions to Health Savings Accounts.
(Report ID 1246158000)
MO / 65000ER
St. Louis Payroll Expense Tax
/ 04/04/2005
correcting entry / A correcting table entry is added to indicate that Sec 401(k) and Sec 125 before-tax deduction amounts are not excluded from the definition of taxable wages subject to the employer-paid St. Louis Payroll Expense Tax.
Per information from the City of St. Louis, wages subject to the employee-paid St. Louis Earnings Tax are reduced by before-tax deductions, but wages subject to the employer-paid St. Louis Payroll Expense Tax are not reduced by such before-tax deductions.
The effective-date for this correcting table entry is taken from the posting date of Tax Update 05-B.
(Report ID 1202823000)
1042 Tax Treaty Table (E&G)
Country / Treaty ID / Effective Date / Table UpdateJPN - Japan / TIAS / 01/01/2005 / New treaty ID per IRS Publication 515 revised January 2005.
(Report ID 1230658000)
LKA - Sri Lanka / TIAS / 01/01/2004 / New treaty ID per IRS Publication 515 revised January 2005.
(Report ID 1230658000)
Garnishment Rules Table (U.S.)
State / Rule ID / Effective Date/ Action
OR / TAXLEVY / 01/01/1980
/ A table entry is added for use in setting up Oregon state tax levies.
Note: COBOL program changes delivered with this tax update are also required to implement this new Oregon garnishment calculation. See the entry for Report ID 1203890000 in the subsequent section of this document on “COBOL Program Changes”.
(Report ID 1203890000)
TX / CHILD SUP / 04/04/2005
correcting entry / The table entry is corrected to change the Disposable Earnings Definition from “Federal” to “Hlth/Union” to conform to Section 101.010 of the Texas Family Code which indicates the definition for disposable earnings for child support orders is as follows:
"Income that is not subject to withholding for child support includes any amount required by law to be withheld, union dues, nondiscretionary retirement contributions, and medical, hospitalization, and disability insurance coverage for the employee or the employee's children"
The effective-date for this correcting table entry is taken from the posting date of Tax Update 05-B.
(Report ID 1241600000)
Tax Update 05-B COBOL Program Changes for Release 8.81
All payroll users must apply allCOBOL program changes included in Tax Update 05-B.
COBOL Program Changes
Changed Programs and Modules
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.
Unless otherwise indicated by a specific posting date, Report IDs referenced in these tax update notes have not been posted to Updates & Fixes on PeopleSoft Customer Connection.