ax update 13-d tax update notes release 9 · hb 59 reduces income tax base amounts and rates by...

P E O P L E S O F T P R O P R I E T A R Y A N D C O N F I D E N T I A L TAX13D900- N O T E S . D O C - 1

PEOPLESOFT PAYROLL FOR NORTH AMERICA TAX UPDATE 13-D TAX UPDATE NOTES - RELEASE 9

PeopleSoft Payroll for North America Tax Update 13-D includes updates to U.S. and Canadian tables, COBOL program and store statement changes, object 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 listing the object changes delivered with this tax update

For Release 9, the tax update package also includes the following documentation files: UPD885428_INSTALL.htm “PeopleSoft Application Update Installation Instructions” UPD885428_CODECHANGES.rtf PS Print Project Report for Release 9

Follow the instructions in the UPDxxxxxx_INSTALL.htm document to apply this tax update. Before applying Tax Update 13-D, 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.

P E O P L E S O F T P A Y R O L L F O R N O R T H A M E R I C A T A X U P D A T E 13 -D - R E L E A S E 9 A U G U S T 16 , 2013

2 – TAX13D900- N O T E S . D O C P E O P L E S O F T P R O P R I E T A R Y A N D C O N F I D E N T I A L

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A U G U S T 16 , 2013 P E O P L E S O F T P A Y R O L L F O R N O R T H A M E R I C A T A X U P D A T E 13 -D – R E L E A S E 9


Updating Your Tables Tax Update 13-D includes the following files for updating the tables in your PeopleSoft system. File Contents upd885428_01.dat upd885428_01.dms

U.S. tax table updates

upd885428_02.dms

Database stamp (There is no .dat file associated with this .dms file.)

upd885428_03.dat upd885428_03.dms

Canadian tax table updates

upd885428_msg.dat upd885428_msg_i.dms

Message catalog

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 Notes – Canada Update Source Deductions Run Control Page The fields in the Update Source Deductions (TAX103CN.SQR) run control page have been reorganized to improve usability. Update Source Deductions Run Control page BEFORE changes delivered in Tax Update 13-D:



Update Source Deductions Run Control page AFTER changes delivered in Tax Update 13-D:

(Patch 17052579)



Special Notes – U.S. 2013 Year End Reporting

Ordering W-2 Forms for Tax Year 2013

In preparing to order W-2 forms for tax year 2013, employers should consider the following issues: Employers who will be reporting W-2 data to any state where their state Employer Identification Number (EIN) is greater than 12 characters in length should not order Form ID LSR02A (the “four-corner” format which prints four W-2s per page at the four corners of the page). W-2 Form ID LSR02A does not provide sufficient space in box 15 to print State EINs that exceed 12 characters. States that are currently known to issue Employer Identification Numbers that exceed 12 characters include Kansas, Utah, and Wisconsin. Employers who are considering ordering W-2 Form ID LSR02A should first review all of their state EINs to confirm that none of them exceed 12 characters in length.

* * * * * * * * * * * * * * * * * * * * * * * * * *

Employers who report W-2 data for New Jersey should be aware that, because of the unusually large number of data items that New Jersey requires to be individually printed on Form W-2, there is a very high incidence of data overflow that results in the printing of a second New Jersey W-2 form for each employee with New Jersey reportable data. With the requirement imposed beginning in tax year 2009 to print the amount deducted for New Jersey Family Leave Insurance (in addition to the amounts deducted for disability insurance and the various components of the New Jersey unemployment insurance program), the problem of data overflow for New Jersey W-2 reporting affected even more employees. To avoid running short of W-2 forms, in determining the quantity of forms to order, it is suggested that employers anticipate that two forms will be needed for each instance of an employee with W-2 data to be reported to New Jersey. * * * * * * * * * * * * * * * * * * * * * * * * * *

Employers who report W-2 data for Pennsylvania should be aware that, because of the implementation of Pennsylvania Act 32 in tax year 2012, employees who reside and/or work in multiple Pennsylvania local tax jurisdictions will have a higher number of W-2 forms produced than before Pennsylvania Act 32. A separate employee Tax Balance record is created each time that Pennsylvania Local Earned Income Tax is withheld from an employee for a different Political Subdivision (PSD) Code, and each tax balance record represents a separate iteration of local wage and tax data which must be reported on Form W-2. Data for two local tax jurisdictions can be printed on each Form W-2 using these Form IDs: LSP03 LSR03P LPS4V Data for only one local tax jurisdiction can be printed on each Form W-2 using these Form IDs: LSR01 LSR02A XMLP 4 vertical XMLP pressure seal To avoid running short of W-2 forms, in determining the quantity of forms to order, employers should consider the mobility of their Pennsylvania employee population. It is strongly recommended that you set Locals per Form = 1 if you will be reporting Pennsylvania Local Earned Income Tax amounts on Form W-2. Some Pennsylvania tax collecting agencies have indicated that employers should not report data for more than one Pennsylvania locality on a single Form W-2. Do not set Locals per Form = 2 unless the Tax Collection District the forms will be submitted to has confirmed that printing two sets of local tax data on a single Form W-2 is acceptable.



Special Notes – U.S. Ohio - Withholding Tax Changes At the time Tax Update 13-D was finalized for delivery, the office of the Ohio Department of Taxation had not yet published anticipated changes in Ohio withholding calculations resulting from the recent enactment of Ohio tax law changes which include a reduction in Ohio withholding tax rates. http://www.tax.ohio.gov/portals/0/OhioTaxAlert/ArchivedAlerts/Ohio%E2%80%99s_Newly_Approved_Two-Year_State_Budget_Tax_Law_Changes.pdf Income Tax Rate Reductions

HB 59 reduces income tax base amounts and rates by 8.5% in taxable year 2013, an additional .5% to total 9% in taxable year 2014, and an additional 1% to total 10% in taxable year 2015. See ORC 5747.02. More information regarding corresponding changes to employer income tax withholding tables will be forthcoming, as these changes will not occur until September 2013. Beginning September 2013, taxpayers will see a reduction in the Ohio income tax withholding from their paychecks. http://www.tax.ohio.gov/Portals/0/ohio_individual/individual/information_releases/PIT%20Info%20Release%20HB

%2059.pdf Any product modifications which may be needed to implement Ohio withholding tax changes will be made available to customers as quickly as possible once they have been published by the office of the Ohio Department of Taxation.



U.S. Changes

Federal / State Tax Table State Effective

Date of Table Entry

Table Update Description

MN 01/02/2013 A new table entry effective-dated 01/02/2013 is added to deliver Minnesota 2013 withholding tax changes published by the Minnesota Department of Revenue on June 20, 2013. For audit history purposes, the Effective Date of the new table entry is dated 01/02/2013, to preserve the values in the previous table entry dated 01/01/2013, which may have already been used in the calculation of 2013 payrolls. http://www.revenue.state.mn.us/Forms_and_Instructions/2012/wh_inst_1113.pdf (Patch 16992177 posted to My Oracle Support on 26 June 2013)

ND 01/02/2013 A new table entry effective-dated 01/02/2013 is added to deliver North Dakota 2013 withholding tax changes published by the North Dakota State Tax Commissioner on July 1, 2013. For audit history purposes, the Effective Date of the new table entry is dated 01/02/2013, to preserve the values in the previous table entry dated 01/01/2013, which may have already been used in the calculation of 2013 payrolls. http://www.nd.gov/tax/indwithhold/pubs/withholdingbooklet2013.pdf?20130701111539 (Patch 17038186; posted as Patch 17044687 to My Oracle Support on 05 July 2013)



Local Tax Table

State Locality Locality Name OLD Rate/Amt NEW Rate/Amt Effective Date

KY 02368 Ashland (Patch 17025159)

0.015000 / Resident 0.015000 / Nonresident


08/01/2013

53976 Mount Olivet (Patch 17025159)

Withhold on Work Locality = No

Withhold on Work Locality = Yes

Correcting entry

OH P0029 Blendon-Westerville JEDZ (Patch 17081585)

New entry 0.020000 / Resident 0.020000 / Nonresident

02/01/2013

PA 510101 Philadelphia (Patch 17075158)



07/01/2013



Local Tax Table – Pennsylvania Local Earned Income Tax Tax Update 13-D 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 previously existing tax rates do not match the current information downloaded from the “Real-time Register” 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 01/01/2013. These Pennsylvania Local Earned Income Tax rate changes downloaded from the “Real-time Register” on the Pennsylvania website are documented separately in these files delivered with this tax update: PA32EIT13D.doc Word document PA32EIT13D.xls Excel spreadsheet http://munstatspa.dced.state.pa.us/registers.aspx (Patch 17186611)



Canadian Changes

Canadian Tax Table Changes Page Province Field Old

Amount New Amount

Effective Date

Provincial Rates MB Prov Sales Tax - Insurance 7.00 8.00 01 Jul 2013

Provincial Rates NB Tax Credit Rate (K1P) 0.09100 0.09680 01 Jul 2013

(Patch 16963783 for MN; posted as Patch 16963896 to My Oracle Support on 26 June 2013) (Patch 17030243 for NB; posted as Patch 17030672 to My Oracle Support on 02 July 2013)



Tax Update 13-D - COBOL and Store Statement Changes for Release 9 All payroll users must apply all COBOL and store statement changes included in Tax Update 13-D.

Changed COBOL Modules This tax update includes the modified COBOL programs and copy members listed on the following page. 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 on the following page. 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:

PSPCARRY.CBL PSPCNTAX.CBL PSPDEDTN.CBL PSPONETM.CBL PSPPARRY.CBL PSPPSHOV.CBL PSPPYNET.CBL PSPPYUPD.CBL PSPTCALC.CBL PSPUSTAX.CBL Changes are made to copy members: (none) Changes are made to store statement: PSPPSHOV.DMS



Patch Numbers COBOL and Store Statement changes for the Patch numbers listed below and on the following pages are included in this tax update. Unless otherwise indicated by a specific posting date, Patch numbers referenced in these tax update notes have not been posted to My Oracle Support. E&G = PeopleSoft Payroll for North America for Education & Government USF = PeopleSoft Payroll for North America for U.S. Federal Government Patch Number

Description

14539467 Patch 14539467 modifies PSPTCALC.CBL to correctly generate the taxable gross and associated tax for the Pennsylvania Local Services Tax in the following scenario:

1. The employee lives and normally works in a Pennsylvania locality (e.g., Somerset Boro, PSD 560903), and the Local Services Tax for the locality (PA-0010033C) is linked to the Local Earned Income Tax for the locality (PA-560903) on the employee’s Local Tax Data record.

2. Paylines reflect the correct Pennsylvania work locality of PA-560903.

3. For the particular pay period processed, the employees works the entire pay period at a work location outside of Pennsylvania (e.g., New York), which results in all hours associated with paylines showing State = PA being reversed, and new paylines added to report the hours worked in the locality outside of Pennsylvania.

Prior to the modifications, taxable gross and tax amounts for the Pennsylvania Local Services Tax were incorrectly calculated in this scenario, even though the employee was not subject to the Pennsylvania Local Services Tax for the pay period because the employee did not work in Pennsylvania during the pay period. With the modification, the Pennsylvania Local Service Tax will correctly be suppressed in this situation.



Patch Number

Description

16344966 Patch 16344966 modifies PSPUSTAX.CBL to correctly calculate tax amounts for the New York MTA Payroll Tax (NY-P0023) in the following scenarios:

1. Payroll is processed for off-setting amounts entered for two earnings codes, one of which is taxable for the NY MTA Payroll Tax, and one of which is not taxable for the New York MTA Payroll Tax, as in this example:

Earnings Code

“ABC”

Earnings Code “DEF”

NY MTA Payroll Tax Taxable Wage Amount

NY MTA Payroll Tax Tax Amount

Subject to MTA Payroll Tax? Not taxable Taxable Payline entries + $1,000 - $1,000 Prior to the modifications - $1,000 + $ 3.40 After the modifications - $1,000 - $ 3.40

2. Payroll is processed for an employee that includes no gross earnings, and that includes only the off-setting taxable benefit deduction activity for two deductions, one of which is taxable for the NY MTA Payroll Tax, and one of which is not taxable for the New York MTA Payroll Tax, as in this example:

Deduction #1

Deduction #2

NY MTA Payroll Tax Taxable Wage Amount

NY MTA Payroll Tax Tax Amount

Deduction Class Taxable Benefit

Taxable Benefit

Taxable Gross Component DPB for NY-P0023 (MTA Payroll Tax)

No Yes; Subtract from

(i.e., not taxable for

NY- P0023)

Payline One-time Deduction entry

Refund - $1,000

Override + $1,000

Prior to the modifications - $1,000 + $ 3.40 After the modifications - $1,000 - $ 3.40

Prior to the modifications, when an amount associated with an earnings or deduction that is classified as taxable for the NY MTA Payroll Tax was reclassified as non-taxable for the NY MTA Payroll Tax, and there were no other earnings paid (i.e., the deduction or earnings reclassification was the only payroll activity for the employee for the pay period), the system correctly generated NY MTA Payroll Tax taxable wages as a negative amount, but incorrectly calculated a corresponding tax amount that was positive instead of negative.



Patch Number

Description

16364572 Patch 16364572 modifies PSPPYNET.CBL, PSPUSTAX.CBL, and PSPTCALC.CBL to correctly calculate taxable wages subject to Pennsylvania Local Earned Income Tax withholding for Pennsylvania residents in the following scenarios:

1. The employee is a resident of PA Act 32 Locality “A” and has a Sec. 125 before-tax deduction and is paid for time worked in multiple Pennsylvania locations:

a. PA Act 32 Locality “A” (the employee’s residence locality); and

b. PA Act 32 Locality “B”; and

c. Philadelphia

2. The employee described in scenario 1 above is also paid supplemental earnings

3. The employee is a resident of PA Act 32 Locality “A” and has a Sec. 125 before-tax deduction and is paid for time worked in multiple Pennsylvania locations:

a. PA Act 32 Locality “A” (the employee’s residence locality); and

b. Payline shows State = PA and Locality = Blank (i.e., no locality specified); and

c. Philadelphia

Prior to the modifications, taxable wages subject to Pennsylvania Local Earned Income Tax withholding was not calculated correctly in the above scenarios.

16441269 Patch 16441269 modifies PSPCARRY.CBL and PSPPYUPD.CBL to improve the Off-Cycle Confirm performance by maintaining an internal array that tracks employees who have already had an update to PS_PAY_PAGE. Prior to the modifications, under certain conditions, the process unnecessarily updated all of the PS_PAY_PAGE rows many times (instead of just once) for the same Company and Pay group.

16474096 Patch 16474096 modifies PSPPSHOV.CBL and PSPPSHOV.DMS to successfully process Load Paysheet Transactions where the PU_SOURCE = “OT”. Prior to the modifications when the Calculate Options Paysheet Update Source = Other Sources, in some cases where there were multiple upload sessions, the program abended with the following error: “ORA-00001: unique constraint (EMDBO.PS_WRK_PSHUP_TXN) violated.”



Patch Number

Description

16492633 Patch 16492633 modifies PSPPARRY.CBL to correctly process Load Paysheet Transactions (PYLOAD) when an employee has multiple One-time Deductions and One-time Taxes entered for multiple paychecks in the following situation:

1. Earnings, deductions and taxes loaded to Paysheets via PSHUP_TXN; and

2. Calculate Options Paysheet Update Source = Other Sources; and

3. One-time Deduction Data and One-Time Tax Data Overrides entered on paylines for employee who had both Separate Check = 0 and Separate Check = 1.

Prior to the modifications, the following issues occurred in the above-described scenario:

1. Although the earnings were correctly loaded for each of the paychecks (Separate Check 0 and Separate Check 1), the program incorrectly combined the deductions and taxes, and loaded them all to Separate Check 0.

2. The PU_TXN_STATUS was not correctly updated for the taxes associated with Separate Check 1, which resulted in the transactions being processed again in the future. With the modifications, the status is correctly changed from “A” (Active) to “I”’ (Inactive) for all the transactions that are successfully loaded.

16563222 Patch 16563222 modifies PSPDEDTN.CBL to calculate Canadian deduction overrides even if they are not in the deduction subset.

Prior to the modifications, if a deduction subset was used, and a deduction override was entered that was not in the deduction subset, the base deduction would not be taken.

16694887 Patch 16694887 modifies PSPONETM.CBL to update the correct deduction balances when refunding an amount to an employee for an obsolete deduction that has the same benefit plan as the current deduction, such as in the following sequence of events:

Payroll #1:

1. Deduction Code “ABC” (Benefit Plan “123”) for $20.00 is correctly processed and balances are updated.

Payroll #2:

2. Deduction Code “XYZ” (Benefit Plan “123”) for $32 is processed; and

3. Deduction Code “ABC” is obsolete (but still in Benefit Plan “123”), and a refund of $20.00 for Deduction Code “ABC” is processed.

Prior to the modifications, the refund for Deduction Code “ABC” was incorrectly applied to Deduction Code “XYZ” which produced this incorrect result in Payroll # 2 when both deductions shared the same Benefit Plan: Deduction Code “ABC” was $0.00 instead of - $20.00, and Deduction Code “XYZ” was $12.00 instead of $32.00.



Patch Number

Description

16740557 Patch 16740557 modifies PSPPYNET.CBL to correctly calculate the taxable gross and tax amounts New York State withholding tax for an employee who is a New York resident whose wages are subject to the New York MTA Payroll Tax, for whom a deduction refund and deduction override are processed on the Paysheet as follows:

Refund (Deduction # 1) Override (Deduction # 2) Deduction Class Taxable Taxable Taxable Gross Component DPB for NY No Yes (i.e., not taxable for NY) Deduction Subject to Federal Withholding? Yes Yes

Prior to the modifications, the taxable gross and tax amounts for New York State withholding taxes were not generated/refunded in the above situation. (If the employee’s wages were not subject to the NY MTA Payroll Tax, the taxable gross and tax amounts for New York State withholding taxes were generated/refunded correctly.)

16794831 Patch 16794831 modifies PSPCNTAX.CBL to use the correct value for Variable ‘”H” when calculating the income tax to be withheld from bonus payments to employees in Quebec.

Prior to the modifications, an incorrect value was being applied for Variable “H” causing the income tax to be overwithheld on bonus payments in Quebec.

17070956 Patch 17070956 modifies PSPPYNET.CBL to successfully process PAYCALC for an employee who is a resident of a PA Act 32 locality that does not impose a Local Earned Income Tax, and whose pay period earnings include wages for time reported on the Paysheet for a combination of multiple work locations both within and outside of Pennsylvania, as in this example:

1. State = PA, Locality = PSD 460701 (Lower Merion Twp, employee’s residence locality, which does not impose a Local Earned Income Tax)

2. State = PA, Locality = PSD 510101 (Philadelphia)

3. State = PA, Locality = Blank (i.e., no locality specified)

4. State = MD, Locality = 007 (Baltimore)

Prior to the modifications, PAYCALC abended with the following 00805 error: “ORA-00001: unique constraint (EMDBO.PS_PAY_TAX)”



U.S. SQRs delivered with Tax Update 13-D for Release 9 Descriptions of SQR modifications are followed by the Patch number. Unless otherwise indicated by a specific posting date, Patch numbers referenced in these tax update notes have not been posted to My Oracle Support. E&G = PeopleSoft Payroll for North America for Education & Government USF = PeopleSoft Payroll for North America for U.S. Federal Government

Annual Reporting SQRs SQR Description

TAX900.SQR TAX900.SQR is the Annual Reporting Error Listing (Annual Wage Data Edit) Report. The program is modified to display the following new error message when an employee Tax Balance record shows either WRK PSD = 510101 or RES PSD = 510101 and the Locality code is not 510101:

“Invalid Locality/PSD Combination”

Data for any employees for whom this message is displayed should be corrected prior to loaded year-end records for W-2 processing.

The program is also modified to print all of the applicable error messages related to Pennsylvania Local Earned Income Tax withholding in cases where there are multiple errors for the same Tax Balance record. Prior to the modifications, instead of displaying all errors for each employee, the program listed only the first error for each employee. (Patch 16531926)



Quarterly Reporting SQRs SQR Description

TAX008.SQR TAX008.SQR is the Quarterly State Tax Summary Report. The program is modified to successfully process a state with 6 unemployment tax classes (e.g., New Jersey) by increasing the footing size to 14. Prior to the modifications, the program abended in this situation with this error message:

Quarterly State Tax Report – Employee Detail

(SQR 5400) Second page write attempted while writing current page.

Check BEFORE-PAGE, AFTER-PAGE procedures.

(Patch 16666370)



Other U.S. SQRs SQR Description

FGPY001.SQR FGPY006.SQR FGPY007.SQR FGPY009.SQR FGPY010.SQR FGPY021.SQR USF

FGPY001.SQR is the Reserve Bank Information and Transfer System Interface (RITS). FGPY006.SQR is the Individual Retirement Record (IRR) Fiscal Data Accumulation Report. FGPY007.SQR is the IRR Report. FGPY009.SQR is the IRR Worksheet –Separated Employees Report. FGPY010.SQR is the IRR Worksheet- Current Employees Report. FGPY021.SQR is the Semi-Annual Head Count Report.

These programs are modified to comply with the new U.S. Department of the Treasury requirements expanding the Federal Retirement Plan Codes from 1 to 2 characters (Public Law 112-96, Section 5001). Effective beginning in 2013, new employees must pay significantly higher employee contributions for the Federal Employees Retirement System (FERS), and be designated with a 2-character Retirement Plan Code identifying them as Revised Annuity Employees (RAE). There are no changes to the 1-character Retirement Plan Codes for employees hired prior to 2013.

New GVT_REPORTING_CDs are added for the reporting of FERS RAE in the RITS file (field #14-19 in SF 2812 Data (Record 3 of 3)). Current FERS translate values:

New FERS RAE translate values:

(These new codes are reflected in all of the SQRs listed above.) A new Buy Back Retirement Plan is added for the reporting of FERS RAE Military Deposit in RITS file (field #21 in SF 2812 Data (Record 3 of 3)). Current FERS translate value:

New FERS RAE translate value:

(This new code is reflected in all of the SQRs listed above.)

(continued on next page)



SQR Description

(continued from previous page)

FERS RAE will be reported as FERS except in the RITS file (i.e., there are no changes in any forms or output layouts as of this time).

New supported Retirement Plan codes are shown in bold italics in the following table. These new codes are reflected in FGPY001.SQR and FGPY021.SQR.

KR Federal Employees' Retirement System (FERS) Revised Annuity Employees (RAE) Federal Insurance Contributions Act (FICA)

LR Federal Employees' Retirement System (FERS) Revised Annuity Employees (RAE) Federal Insurance Contributions Act (FICA) – Air Traffic Controllers

MR Federal Employees' Retirement System (FERS) Revised Annuity Employees (RAE) Federal Insurance Contributions Act (FICA) – Special

NR Federal Employees' Retirement System (FERS) Revised Annuity Employees (RAE) Federal Insurance Contributions Act (FICA) – Reserve Technicians

(Patch 16429563)

Note: Benefits Patch 15873819 and HR Patch 16429039 delivered with HRMS 9 Bundle #23 on 07 August 2013 must be applied prior to implementing these changes.

PAY018.SQR PAY018.SQR is the Payroll Summary Report. The program is modified to correctly report the Grand Total amount when multiple companies or multiple pay periods are processed and the “Detail Report” option is selected for the Report Style on the Run Control page.

Prior to the modifications, the Grand Total amount was over-stated because it incorrectly included the On-line Final Checks total for the prior company or prior pay period.

(Patch 16541399)



Canadian SQRs delivered with Tax Update 13-D for Release 9 Descriptions of SQR modifications are followed by the Patch number. Unless otherwise indicated by a specific posting date, Patch numbers referenced in these tax update notes have not been posted to Updates & Fixes on My Oracle Support.

Canadian SQRs SQR Description

DDP001CN.SQR DDP001CN.SQR creates an electronic transmittal file to transfer payroll funds directly into a Canadian employee's bank account. The program is modified to split the transmittal files by Bank Code, Branch Code, and Bank Account Number. Prior to the modifications, the program created separate files by Bank Code and Branch Code only. As a result, pay groups associated with the same Bank and Branch Codes but different Bank Account Numbers were reported in the same file. (Patch 14840140)



Previous Updates Tax Update 13-C U.S. – Idaho withholding tax changes; Local Tax Table changes for Ohio and

Pennsylvania; Local Tax Reciprocity Table changes for Ohio; Taxable Gross Definition Table changes for Maryland and Minnesota; Garnishment Rules Table changes for California, Idaho, and Wisconsin; redelivered SQR programs.

Canada – Provincial tax changes for New Brunswick and Quebec; redelivery of year-end SQR programs.

Tax Update 13-B U.S. – State withholding tax changes for Georgia, Missouri, New Mexico;

Taxable Gross Definition Table update for Maine; Local Tax Table changes for Kentucky, Ohio, Pennsylvania; Garnishment Rules Table changes for U.S. and Arizona tax levies; redelivered SQR programs.

Canada – Provincial tax changes for BC and Quebec; redelivery of year-end SQR programs.

Tax Update 13-A U.S. – U.S. Federal withholding tax changes for 2013; 2013 state withholding tax changes for Colorado, Connecticut, Hawaii, Illinois, Oklahoma, Oregon, Rhode Island, Vermont; 2013 state unemployment taxable wage base changes for Hawaii, Idaho, the U.S. Virgin Islands, Wyoming; 2013 state disability changes for Hawaii; 2013 Pennsylvania employee state unemployment tax rate change; Local Tax Table changes for Kentucky, Michigan, Ohio, Oregon, Pennsylvania; redelivered SQR programs.

Canada – Provincial tax changes for Quebec and Yukon Territory; redelivery of year-end SQR programs.



Appendix: Object Changes delivered in Tax Update 13-D

Activities:

Name Description 881 890 900 910 Review/Change Federal W4 Info

Patch 16035718 Modified Review/Change Federal W4 Info.

Components:

Name Description 881 890 900 910 GVT_ACCR_SUMM Patch 16389010

Added FieldDefault PeopleCode on GVT_ACCR_LDGR.GVT_EXPIRE_STATUS field.

PY_IC_W4 Patch 16035718 Modified CompRecFld PeopleCode on PY_IC_W4(USA).PY_IC_WRK.VIEW_COMPANY_PB.

PY_PE_PAYCHECK Patch 16588613 Modified FieldChange PeopleCode on PY_PE_PAYCHECK(GBL).DERIVED_CO_PE.MORE_PB.

Fields:

Field Description 881 890 900 910 OPTIONAL_PARAM Patch 17052579

Added new field label.

Message Catalog:

Message Set Number

Message Number

Description 881 890 900 910

2001 849 Patch 16588613 Added new verbiage for a link in payslip pagelet.

2002 1094 Patch 17052579 Added new message.

Pages:

Name Description 881 890 900 910 PY_IC_W4_DATA Patch 16035718

Modified hidden EditBox and PageActivate PeopleCode for PY_IC_W4_REG_VW.COMPANY.

PY_PE_PAYCHECK Patch 16588613 Deleted grid and related PeopleCode for record PY_PE_PYCHK_VW.

RUNCTL_TAX103CN Patch 17052579 Modified page to correct tabbing order.

STATE_TAX_TABLE3_A Patch 16396643 Unchecked the check box on field EXEMPTION_AMT.



Records:

Name Field Description Create/ Alter

881 890 900 910

GARN_SPEC ADDRESS_SEQ_NUM Patch 11597928 Modified FieldChange PeopleCode.

PY_IC_W4_FTX_VW EMPLID Patch 16035718 Modified RowInit PeopleCode.

PY_IC_W4_REG_VW EMPLID

Patch 16035718 Added new record. Added new SQL. Added SearchInit PeopleCode.

Create

Translate Values:

Field Description 881 890 900 910 GVT_REPORTING_CD Patch 16429563

Added new translate values RE, RR and RS.

GVT_RETIRE_PLAN_BB Patch 16429563 Added new translate value RS.

ax update 13-d tax update notes release 9 · hb 59 reduces income tax base amounts and rates by...

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