9.10 - PeopleSoft Payroll Tax Update 16-A
PeopleSoft Payroll for North America
Tax Update 16-A
Tax Update Notes - Release 9.1
PeopleSoft Payroll for North America Tax Update 16-A includes updates to U.S. and Canadian tax 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.
Many of the U.S. tax table changes delivered in this tax update were also previously delivered in
Patch 22184832, posted to My Oracle Support on 22 December 2015.
All of the Canadian tax table changes delivered in this tax update were also previously delivered in
Patch 21305376, posted to My Oracle Support on 17 December 2015.
• 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:
|UPD924776_INSTALL.htm |“PeopleSoft Application Update Installation Instructions” |
|UPD924776_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-A, you must apply all previous tax updates.
With the exception of the U.S. and Canadian tax table changes previously posted in Patch Numbers 22184832 and 21305376 as indicated above, 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-A includes the following files for updating the tables in your PeopleSoft system.
|File |Contents |
|upd924776_01.dat |U.S. tax table updates |
|upd924776_01.dms | |
|upd924776_02.dat |Canadian tax table updates |
|upd924776_02.dms | |
|upd924776_03.dms |Database stamp |
| |(There is no .dat file associated with this .dms file.) |
|upd924776_04.dat |(U.S.) Tax Form Print Parameters table updates for Form W-2PR |
|upd924776_04.dms | |
| |(Patch 21763809 posted to My Oracle Support on 21 December 2015) |
|upd924776_05.dat |(U.S.) Tax Form Print Parameters table updates for Form W-2cPR |
|upd924776_05.dms | |
|upd924776_06.dat |(U.S.) Tax Form Definition table updates for Form W-2c |
|upd924776_06.dms | |
|upd924776_07.dat |(U.S.) Tax Form Print Parameters table updates for Form W-2c |
|upd924776_07.dms | |
| |This script also updates the default calendar year on the PS_YE_W2C_INSTALL table to 2015. |
|upd924776_08.dat |(U.S.) Taxable Gross Definition table updates |
|upd924776_08.dms | |
|upd924776_09.dat |(U.S.) 2015 Year End Form W-2c PDF templates for XMLP (Revision date August 2014) |
|upd924776_09.dms | |
| |The templates are redelivered in Tax Update 16-A to replace those previously delivered in Tax Update 15-D, which |
| |were incorrectly based on the earlier February 2009 version of Form W-2c. |
|upd924776_10.dat |(Canada) 2015 Year End Form RL-1 and RL-2 PDF templates for XMLP |
|upd924776_10.dms | |
|upd924776_msg_i.dms |Message catalog |
|upd924776_msg.dat | |
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
Updating the Tax Form XMLP Options & Year End Form Options Tables for 2015
Follow these steps to update the Tax Form XMLP Options and Year End Form Options tables for the RL-1 and RL-2 forms for 2015:
1. Run the DataMover script upd924776_10.dms to update the Tax Form XMLP Options page with 2015 year-end PDF form templates for RL-1 and RL-2 BI Publisher processing.
2. Update the Year End Form Options Table for BI Publisher processing by manually adding a new row for Tax Year 2015 for each RL-1 and RL-2 reporting company.
Refer to the section titled “Self Service Electronic Year-End Slips” in the “Year End Processing 2015: Canada” guide for further information regarding this functionality.
Year-End Reporting Changes for Québec
RQ Certification Numbers for Electronic Filing
The Revenu Québec certification numbers for 2015 tax reporting have been embedded into the electronic reporting programs CTX910RM.SQR and CTX910VM.SQR for online file transmission.
|Type of Slip |Certification Number |
|RL-1 |RQ-15-01-114 |
|RL-2 |RQ-15-02-043 |
(Patch 21903022)
RQ Authorization Numbers for Electronic Self Service RL-1 and RL-2 Slips
The Revenu Québec authorization number FS1501080 has been embedded into the print program CTX910RP.SQR for printing onto the BI Publisher generated RL-1 slips in PD format.
The Revenu Québec authorization number FS1502038 has been embedded into the print program CTX910VP.SQR for printing onto the BI Publisher generated RL-2 slips in PD format.
(Patch 21903050)
Special Notes – U.S.
Reporting Form W-2VI Data Electronically to the U.S. Virgin Islands
Tax Update 16-A delivers new programs TAX960VD.SQR and TAX962VD.SQR to create a file to report Form W-2VI data on CD to the U.S. Virgin Islands Bureau of Internal Revenue.
For information on these new programs and the U.S. Virgin Islands reporting requirement, see the entry for TAX960VD.SQR and TAX962VD.SQR in the later section of this document U.S. SQRs Delivered in Tax Update
16-A for Release 9.1.
Shown below are screenshots (including navigation paths) of the new run control pages delivered in Tax Update
16-A for these two new programs.
Create Virgin Islands W-2 File run control:
[pic]
Virgin Islands W-2 File Audit Report run control:
[pic]
(Patch 22114158)
West Virginia Quarterly Wage Reporting
Tax Update 16-A delivers an updated version of TAX810WV.SQR for creating the file to electronically report quarterly state unemployment wage and tax data to West Virginia. In conjunction with the modifications to TAX810WV.SQR, the separate run control page for West Virginia quarterly wage reporting is removed, since the only enterable fields on the page are no longer used. (For the Contact Phone information, which is still required by West Virginia, the updated version of TAX810WV.SQR delivered with Tax Update 16-A will use the telephone number entered on the Electronic Parameters page.)
For more information on the West Virginia quarterly wage reporting changes, see the entry for TAX810WV.SQR in the later section of this document describing U.S. SQRs delivered in Tax Update 16-A for Release 9.1.
Create Quarterly Wage File (for West Virginia) BEFORE Tax Update 16-A:
[pic]
AFTER Tax Update 16-A, the separate Create Quarterly Wage File page for West Virginia is removed:
[pic]
[pic]
[pic]
(Patch 21889560)
U.S. Changes
Federal / State Tax Table
|State |Effective Date of |Table Update Description |
| |Table Entry | |
|$U |01/01/2016 |A new table entry effective-dated 01/01/2016 includes U.S. Federal withholding tax changes |
| | |effective for wages paid on or after January 1, 2016, as published in IRS Notice 1036. |
| | | |
| | | |
| | | |
| | |On the General page, the Annual Allowance Amount is increased |
| | |from $4,000 to $4,050. |
| | | |
| | |On the Special Tax Amts page, Special Tax Amount 5 (the amount to be added |
| | |to a nonresident alien employee’s taxable wages for withholding tax calculation purposes) is decreased from $2,300 to |
| | |$2,250. |
| | | |
| | |On the Rate page, Low Gross and Low Tax amounts are updated with the |
| | |amounts shown in the Percentage Method Tables for Income Tax Withholding |
| | |for Wages Paid in 2016 in IRS Notice 1036. |
| | | |
| | | |
| | |(Patch 22327661) |
| | | |
| | | |
| | |Note: The Social Security taxable wage base and the Medicare and Social Security tax rates |
| | |remain unchanged for 2016. |
| | | |
| | | |
| | | |
|AK |01/01/2016 |A new table entry effective-dated 01/01/2016 includes the following changes for 2016: |
| | | |
| | |The state unemployment insurance taxable wage base is increased from $38,700 to $39,700, and the state unemployment |
| | |insurance employee tax deduction rate is |
| | |decreased from 0.57% to 0.50% of taxable wages. |
| | | |
| | |(The website page at the link below will be updated with information for 2016.) |
| | | |
| | | |
| | | |
| | |(Patch 22354126) |
| | | |
| | | |
| | |The Alaska state hourly minimum wage is increased from $8.75 to $9.75. |
| | | |
| | | |
| | | |
| | |(Patch 22308811) |
| | | |
| | | |
|AR |01/01/2016 |The table entry effective-dated 01/01/2016 which was delivered with Tax Update 15-E is |
| | |updated to include the increase in the Arkansas state hourly minimum wage from $7.50 to $8.00. |
| | | |
| | | |
| | | |
| | |(Patch 22308811) |
| | | |
| | | |
| | | |
|CA |01/01/2016 |The table entry effective-dated 01/01/2016 which was delivered with Tax Update 15-E is |
| | |updated to include the increase in the California state hourly minimum wage from $9.00 to $10.00. |
| | | |
| | | |
| | | |
| | |(Patch 22308811) |
| | | |
| | | |
| | | |
|CT |01/01/2016 |A new table entry effective-dated 01/01/2016 includes the following changes for 2016: |
| | | |
| | |The Connecticut state hourly minimum wage is increased from $9.15 to $9.60. |
| | | |
| | | |
| | | |
| | |(Patch 22308811) |
| | | |
| | | |
| | |Withholding tax changes effective January 1, 2016, as published by the Connecticut Department of Revenue Services. |
| | | |
| | | |
| | | |
| | |(Patch 22347339) |
| | | |
| | | |
| | | |
|DC |01/01/2016 |A new table entry effective-dated 01/01/2016 includes withholding tax changes effective |
| | |January 1, 2016, as published by the District of Columbia Office of Tax and Revenue. |
| | | |
| | |(The website page at the link below will be updated with information for 2016.) |
| | | |
| | | |
| | | |
| | |(Patch 22257063) |
| | | |
| | | |
|HI |01/01/2016 |A new table entry effective-dated 01/01/2016 includes the following changes for 2016: |
| | | |
| | |The Hawaii state hourly minimum wage is increased from $7.75 to $8.50. |
| | | |
| | | |
| | | |
| | |(Patch 22308811) |
| | | |
| | | |
| | |The state unemployment insurance taxable wage base is increased |
| | |from $40,900 to $42,200. |
| | | |
| | | |
| | | |
| | |(Patch 22354126) |
| | | |
| | | |
| | |For tax year 2016, the maximum taxable gross for Hawaii state temporary |
| | |disability insurance and voluntary plan temporary disability insurance programs is |
| | |$51,083 ($982.36 weekly), per the Disability Compensation Division of the Hawaii Department of Labor and Industrial |
| | |Relations. |
| | | |
| | |The employee tax rate remains unchanged at 0.5%. |
| | | |
| | | |
| | | |
| | | |
| | |(Patch 22354126) |
| | | |
| | | |
| | | |
| | | |
|ID |01/01/2016 |A new table entry dated 01/01/2016 includes the increase in the Idaho state unemployment |
| | |insurance taxable wage base from $36,000 to $37,200 for tax year 2016. |
| | | |
| | | |
| | | |
| | |(Patch 22354126) |
| | | |
| | | |
| | | |
|IL |01/01/2016 |A new table entry effective-dated 01/01/2016 includes withholding tax changes effective |
| | |January 1, 2016, as published by the Illinois Department of Revenue. |
| | | |
| | | |
| | | |
| | |(Patch 22366081) |
| | | |
| | | |
|MA |01/01/2016 |A new table entry effective-dated 01/01/2016 includes the following changes for 2016: |
| | | |
| | |The Massachusetts state hourly minimum wage is increased from $9.00 to $10.00. |
| | | |
| | | |
| | | |
| | |(Patch 22308811) |
| | | |
| | | |
| | |Withholding tax changes effective January 1, 2016, as published by the |
| | |Massachusetts Department of Revenue. |
| | | |
| | | |
| | | |
| | |(Patch 22380191) |
| | | |
| | | |
| | | |
|MD |01/01/2016 |New table entries are added for the following state codes which contain new values required for 2016 Maryland withholding |
| | |tax changes published by the Office of the Comptroller of Maryland. |
| | | |
| | |State Action |
| | | |
| | |MD Maryland nonresident rate increased from 1.25% to 1.75% (supplemental rate = 7.50 %) |
| | |Z3 Changed from MD 1.25% local tax to MD 1.75 % local tax (supplemental rate = 7.50 %) |
| | | |
| | | |
| | | |
| | | |
| | |(Patch 22468375) |
| | | |
| | | |
| | | |
|ME |01/01/2016 |A new table entry effective-dated 01/01/2016 includes withholding tax changes effective |
| | |January 1, 2016, as published by Maine Revenue Services. |
| | | |
| | | |
| | | |
| | |Tax Update 16-A also delivers COBOL program modifications which are required to implement the 2016 Maine withholding tax |
| | |calculation changes. For information on the program changes, see the entry for Patch 22265126 in the later section of this|
| | |document Tax Update 16-A - COBOL and Store Statement Changes for Release 9.1. |
| | | |
| | |(Patch 22265126; posted as Patch 22308727 to My Oracle Support on 17 December 2015) |
| | | |
| | | |
|MI |01/01/2016 |The table entry effective-dated 01/01/2016 which was delivered with Tax Update 15-E is |
| | |updated to include the increase in the Michigan state hourly minimum wage from $8.15 to $8.50. |
| | | |
| | | |
| | | |
| | |(Patch 22308811) |
| | | |
| | | |
| | | |
|MN |01/01/2016 |The table entry effective-dated 01/01/2016 which was delivered in Tax Update 15-E is |
| | |updated to include withholding tax changes effective January 1, 2016, as published by the |
| | |Minnesota Department of Revenue. |
| | | |
| | | |
| | | |
| | |(Patch 22338595) |
| | | |
| | | |
| | | |
|NC |01/01/2016 |The table entry effective-dated 01/01/2016 which was delivered in Tax Update 15-E is |
| | |updated to include withholding tax changes effective January 1, 2016, as published by the |
| | |North Carolina Department of Revenue. |
| | | |
| | | |
| | | |
| | |(Patch 22385400) |
| | | |
| | | |
| | | |
|ND |01/01/2016 |A new table entry dated 01/01/2016 includes the following changes for 2016: |
| | | |
| | |The state unemployment taxable wage base is increased from $35,600 to $37,200. |
| | | |
| | | |
| | | |
| | |(Patch 22354126) |
| | | |
| | | |
| | |Withholding tax changes effective January 1, 2016, as published by the office of the North Dakota Tax Commissioner. |
| | | |
| | |
| | |230133740 |
| | | |
| | |(Patch 22464470) |
| | | |
| | | |
|NE |01/01/2016 |A new table entry dated 01/01/2016 includes the increase in the Nebraska state hourly |
| | |minimum wage from $8.00 to $9.00. |
| | | |
| | | |
| | | |
| | |(Patch 22308811) |
| | | |
| | | |
| | | |
|NM |01/01/2016 |The table entry effective-dated 01/01/2016 which was delivered in Tax Update 15-E is |
| | |updated to include withholding tax changes effective January 1, 2016, as published by the |
| | |New Mexico Taxation and Revenue Department. |
| | | |
| | | |
| | | |
| | |(Patch 22338817) |
| | | |
| | | |
| | | |
|NY |12/31/2015 |Effective December 31, 2015, the New York state hourly minimum wage is increased |
| | |from $8.75 to $9.00 per hour. |
| | | |
| | | |
| | | |
| | |(Patch 22308811) |
| | | |
| | | |
| | | |
|NY |01/01/2016 |The table entry effective-dated 01/01/2016 which was delivered in Tax Update 15-E is |
| | |updated to include the following changes: |
| | | |
| | |The December 31, 2015 increase in the New York state hourly minimum wage |
| | |from $8.75 to $9.00 (see the immediately preceding item above in this listing for |
| | |State = NY, Effective Date of Table Entry = 12/31/2015). |
| | | |
| | |(Patch 22308811) |
| | | |
| | | |
| | |New York state withholding tax changes effective January 1, 2016, as published by the |
| | |New York State Department of Taxation and Finance in Publication NYS-50-T-NYS (1/16). |
| | | |
| | | |
| | | |
| | |(Patch 22332580) |
| | | |
| | | |
|OK |01/01/2016 |The table entry effective-dated 01/01/2016 which was delivered in Tax Update 15-E is |
| | |updated to include Oklahoma withholding tax changes effective January 1, 2016, as published by |
| | |the Oklahoma Tax Commission. |
| | | |
| | | |
| | | |
| | |(Patch 22364522) |
| | | |
| | | |
| | | |
|OR |01/01/2016 |A new table entry effective-dated 01/01/2016 includes withholding tax changes effective |
| | |January 1, 2016, as published by the Oregon Department of Revenue. |
| | | |
| | | |
| | | |
| | |(Patch 22468693) |
| | | |
| | | |
| | | |
|RI |01/01/2016 |The table entry effective-dated 01/01/2016 which was delivered in Tax Update 15-E is |
| | |updated to include the following changes for 2016: |
| | | |
| | |For 2016, the taxable wage base for Temporary Disability Insurance is increased from $64,200 to $66,300. The employee tax |
| | |rate for Temporary Disability Insurance remains unchanged at 1.2% of taxable wages. |
| | | |
| | | |
| | | |
| | |(Patch 22354126) |
| | | |
| | | |
| | |The standard state unemployment taxable wage base is increased from $21,200 |
| | |to $22,000 for 2016. The special higher state unemployment taxable wage base for employers that have an experience rating |
| | |of 9.79% is increased from $22,700 to $23,500. |
| | | |
| | |Note: Only the standard unemployment taxable wage base value of $22,000 is |
| | |delivered in the State Tax Table entry for Rhode Island. Employers subject to the |
| | |higher Rhode Island unemployment taxable wage base in tax year 2016 should add new rows to Company State Tax Table entries |
| | |for Rhode Island effective-dated 01/01/2016 |
| | |with the $23,500 value. |
| | | |
| | | |
| | | |
| | |(Patch 22354126) |
| | | |
| | | |
| | |Withholding tax changes effective January 1, 2016, as published by the Rhode Island Division of Taxation. |
| | | |
| | | |
| | | |
| | |(Patch 22468794) |
| | | |
| | | |
|VI |01/01/2016 |A new table entry dated 01/01/2016 includes the increase in the U.S. Virgin Islands |
| | |unemployment insurance taxable wage base from $22,900 to $23,000 for tax year 2016. |
| | | |
| | |(The website page at the link below will be updated with information for 2016.) |
| | | |
| | | |
| | | |
| | |(Patch 22354126) |
| | | |
| | | |
|VT |01/01/2016 |A new table entry effective-dated 01/01/2016 includes the following changes for 2016: |
| | | |
| | |The state unemployment taxable wage base is increased from $16,400 to $16,800. |
| | | |
| | | |
| | | |
| | |(Patch 22308767) |
| | | |
| | | |
| | |The Vermont state hourly minimum wage is increased from $9.15 to $9.60. |
| | | |
| | | |
| | | |
| | |(Patch 22308767) |
| | | |
| | | |
| | |Withholding tax changes effective January 1, 2016, as published by the State of Vermont Department of Taxes. |
| | | |
| | | |
| | | |
| | |(Patch 22464493) |
| | | |
| | | |
|VT |01/01/2106 |The table entry delivered in Tax Update 15-E with incorrect Effective Date = 01/01/2106 is deleted, and replaced with the |
| | |table entry with Effective Date = 01/01/2016 which is described immediately above. |
| | | |
| | |(Patch 22308767) |
| | | |
| | | |
| | | |
|WV |01/01/2016 |A new table entry dated 01/01/2016 includes the increase in the West Virginia state hourly |
| | |minimum wage from $8.00 to $8.75. |
| | | |
| | | |
| | | |
| | |(Patch 22308811) |
| | | |
| | | |
| | | |
|Z2 |01/01/2016 |A new table entry dated 01/01/2016 is added to deliver withholding tax changes for residents |
|Yonkers | |of the City of Yonkers which are effective for wages paid on or after January 1, 2016, as published by the New York State |
| | |Department of Taxation and Finance in Publication NYS-50-T-Y (1/16). (Nonresident withholding tax rates remain unchanged.)|
| | | |
| | | |
| | | |
| | |(Patch 22338364) |
| | | |
| | | |
| | | |
|Z3 |01/01/2016 |See the entry for State = MD. |
| | | |
Note: The Missouri Department of Revenue published the 2016 Missouri Withholding Tax Formula too late for the required change to be included as a table update in the script delivered with Tax Update 16-A. The table update will be delivered in Tax Update 16-B. To update the State Tax Table entry for Missouri with the 2016 change prior to its delivery in Tax Update 16-B, please follow the instructions provided in PeopleSoft Payroll for North America Hot Topics (Doc ID 1348833.1) which is available on My Oracle Support.
Summary of State UI Taxable Wage Base Limits for 2016
| |2015 |2016 | |
|State |State UI Taxable Wage Base Limit |State UI Taxable Wage Base Limit |Change Delivered in Tax Update |
|Alabama |8,000 |8,000 |Unchanged |
|Alaska |$38,700 |$39,700 |16-A |
|Arizona |7,000 |7,000 |Unchanged |
|Arkansas |12,000 |12,000 |Unchanged |
|California |7,000 |7,000 |Unchanged |
|Colorado |11,800 |12,200 |15-E |
|Connecticut |15,000 |15,000 |Unchanged |
|Delaware |18,500 |18,500 |Unchanged |
|District of Columbia |9,000 |9,000 |Unchanged |
|Florida |7,000 |7,000 |Unchanged |
|Georgia |9,500 |9,500 |Unchanged |
|Hawaii |40,900 |42,200 |16-A |
|Idaho |36,000 |37,200 |16-A |
|Illinois |12,960 |12,960 |Unchanged |
|Indiana |9,500 |9,500 |Unchanged |
|Iowa |27,300 |28,300 |15-E |
|Kansas |12,000 |14,000 |15-E |
|Kentucky |9,900 |10,200 |15-E |
|Louisiana |7,700 |7,700 |Unchanged |
|Maine |12,000 |12,000 |Unchanged |
|Maryland |8,500 |8,500 |Unchanged |
|Massachusetts |15,000 |15,000 |Unchanged |
|Michigan (decrease) |9,500 * |9,000 * |15-E |
|Minnesota |30,000 |31,000 |15-E |
|Mississippi |14,000 |14,000 |Unchanged |
|Missouri |13,000 |13,000 |Unchanged |
|Montana |29,500 |30,500 |15-E |
|Nebraska |9,000 |9,000 |Unchanged |
|Nevada |27,800 |28,200 |15-E |
|New Hampshire |14,000 |14,000 |Unchanged |
|New Jersey |32,000 |32,600 |15-E |
|New Mexico |23,400 |24,100 |15-E |
|New York |10,500 |10,700 |15-E |
|North Carolina |21,700 |22,300 |15-E |
|North Dakota |35,600 |37,200 |16-A |
|Ohio |9,000 |9,000 |Unchanged |
|Oklahoma |17,000 |17,500 |15-E |
|Oregon |35,700 |36,900 |15-E |
|Pennsylvania |9,000 |9,500 |15-E |
|Puerto Rico |7,000 |7,000 |Unchanged |
|Rhode Island |21,200 or 22,700 * |22,000 or 23,500 * |16-A |
|South Carolina |14,000 |14,000 |Unchanged |
|South Dakota |15,000 |15,000 |Unchanged |
|Tennessee |9,000 |9,000 |Unchanged |
|Texas |9,000 |9,000 |Unchanged |
|Utah |31,300 |32,200 |15-E |
|Vermont |16,400 |16,800 |15-E |
|Virgin Islands |22,900 |23,000 |16-A |
|Virginia |8,000 |8,000 |Unchanged |
|Washington |42,100 |44,000 |15-E |
|West Virginia |12,000 |12,000 |Unchanged |
|Wisconsin |14,000 |14,000 |Unchanged |
|Wyoming |24,700 |25,500 |15-E |
* Note (Michigan): For non-delinquent contributing employers, the state unemployment taxable wage base was reduced from $9,500 to $9,000 effective beginning with wages paid on or after July 1, 2015. Because the state unemployment tax calculation self-adjusts on an annual basis and does not allow for a mid-year change in the taxable wage base amount, the reduced Michigan UI taxable wage base of $9,000 is delivered for the first time in Tax Update 15-E in a new table entry with Effective Date = 01/01/2016.
* Note (Rhode Island): Only the (lower) standard unemployment taxable wage base value is stored in the State Tax Table entry for Rhode Island. Employers with an experience rate of 9.79% who are subject to the higher Rhode Island unemployment taxable wage base amount should update their Company State Tax Table entry for Rhode Island.
State/Province Table
|State |Table Update Description |
|Z3 |The description for State Z3 is changed from “MD 1.25 % local tax” to “MD 1.75 % local tax”. |
| | |
| |(Patch 22468375) |
Local Tax Table – Ohio School Districts
For the “new entry” Ohio school district taxes listed below, the appropriate corresponding Local Tax Reciprocity Table and Taxable Gross Definition Table entries are also delivered in this tax update.
(Patch 22359728)
|State |Locality |School District |OLD Rate/Amt |NEW Rate/Amt |Effective Date |
|OH |1203 |Northeastern Local S.D. |New entry |0.010000 / Resident |01/01/2016 |
| | | | |0.000000 / Nonresident | |
| | |The school district uses the | | | |
| | |alternative “earned income | |Local Jurisdiction = Other | |
| | |only” tax base. | |Annual Exemption = 0 | |
| | | | | | |
| | | | |W2 Print Name = 1203 | |
| | | | |Taxing Entity Code = 1203 | |
| | | | | | |
| |3303 |Kenton City S.D. |0.015000 / Resident |0.010000 / Resident |01/01/2016 |
| | | |0.000000 / Nonresident |0.000000 / Nonresident | |
| | | | | | |
| | | | | | |
| |4202 |Danville Local S.D. |0.017500 / Resident |0.015000 / Resident |01/01/2016 |
| | | |0.000000 / Nonresident |0.000000 / Nonresident | |
| | | | | | |
| | | | | | |
| | | | | | |
| |7107 |Zane Trace S.D. |0.000000 / Resident |0.007500 / Resident |01/01/2016 |
| | | |0.000000 / Nonresident |0.000000 / Nonresident | |
| | |The school district is | | | |
| | |re-instituting its tax to use|Local Jurisdiction = Municipal |Local Jurisdiction = Other | |
| | |the alternative “earned |Annual Exemption = 650 |Annual Exemption = 0 | |
| | |income only” tax base | | | |
| | |effective Jan 1, 2016. | | | |
| | | | | | |
| |8603 |Edon-Northwest |New entry |0.010000 / Resident |01/01/2016 |
| | |Local S.D. | |0.000000 / Nonresident | |
| | | | | | |
| | |The school district uses the | |Local Jurisdiction = Other | |
| | |alternative “earned income | |Annual Exemption = 0 | |
| | |only” tax base. | | | |
| | | | |W2 Print Name = 8603 | |
| | | | |Taxing Entity Code = 8603 | |
Local Tax Table
|State |Locality |Locality Name |OLD Rate/Amt |NEW Rate/Amt |Effective Date |
|IN |023 |Clinton |0.020000 / Resident |0.020000 / Resident |01/01/2016 |
| | |(Patch 22347638) |0.007500 / Nonresident |0.005000 / Nonresident | |
| | | | | | |
| |035 |Delaware |0.010500 / Resident |0.015000 / Resident |01/01/2016 |
| | |(Patch 22347638) |0.006000 / Nonresident |0.008625 / Nonresident | |
| | | | | | |
| |045 |Fountain |0.011000 / Resident |0.015500 / Resident |01/01/2016 |
| | |(Patch 22347638) |0.003500 / Nonresident |0.005000 / Nonresident | |
| | | | | | |
| |047 |Franklin |0.012500 / Resident |0.015000 / Resident |01/01/2016 |
| | |(Patch 22347638) |0.005000 / Nonresident |0.005000 / Nonresident | |
| | | | | | |
| |051 |Gibson |0.005000 / Resident |0.007000 / Resident |01/01/2016 |
| | |(Patch 22347638) |0.005000 / Nonresident |0.005500 / Nonresident | |
| | | | | | |
| |065 |Henry |0.012500 / Resident |0.015000 / Resident |01/01/2016 |
| | |(Patch 22347638) |0.005000 / Nonresident |0.005625 / Nonresident | |
| | | | | | |
| |073 |Jasper |0.029640 / Resident |0.028640 / Resident |01/01/2016 |
| | |(Patch 22347638) |0.005000 / Nonresident |0.005000 / Nonresident | |
| | | | | | |
| |109 |Morgan |0.027200 / Resident |0.027200 / Resident |01/01/2016 |
| | |(Patch 22347638) |0.005200 / Nonresident |0.005020 / Nonresident | |
| | | | | | |
| |115 |Ohio |0.010000 / Resident |0.012500 / Resident |01/01/2016 |
| | |(Patch 22347638) |0.002500 / Nonresident |0.002500 / Nonresident | |
| | | | | | |
| |123 |Perry |0.015600 / Resident |0.018100 / Resident |01/01/2016 |
| | |(Patch 22347638) |0.011850 / Nonresident |0.012475 / Nonresident | |
| | | | | | |
|IN |125 |Pike |0.004000 / Resident |0.007500 / Resident |01/01/2016 |
| | |(Patch 22347638) |0.004000 / Nonresident |0.007500 / Nonresident | |
| | | | | | |
| |131 |Pulaski |0.031300 / Resident |0.033800 / Resident |01/01/2016 |
| | |(Patch 22347638) |0.006800 / Nonresident |0.006800 / Nonresident | |
| | | | | | |
| |139 |Rush |0.015000 / Resident |0.021000 / Resident |01/01/2016 |
| | |(Patch 22347638) |0.007500 / Nonresident |0.006700 / Nonresident | |
| | | | | | |
| |145 |Shelby |0.012500 / Resident |0.015000 / Resident |01/01/2016 |
| | |(Patch 22347638) |0.005000 / Nonresident |0.005000 / Nonresident | |
| | | | | | |
| |159 |Tipton |0.019800 / Resident |0.019800 / Resident |01/01/2016 |
| | |(Patch 22347638) |0.005800 / Nonresident |0.005000 / Nonresident | |
| | | | | | |
| |161 |Union |0.015000 / Resident |0.017500 / Resident |01/01/2016 |
| | |(Patch 22347638) |0.005000 / Nonresident |0.005000 / Nonresident | |
| | | | | | |
| |175 |Washington |0.020000 / Resident |0.020000 / Resident |01/01/2016 |
| | |(Patch 22347638) |0.007500 / Nonresident |0.005000 / Nonresident | |
| | | | | | |
| |183 |Whitley |0.012329 / Resident |0.014829 / Resident |01/01/2016 |
| | |(Patch 22347638) |0.004829 / Nonresident |0.004829 / Nonresident | |
| | | | | | |
|MD |003 |Anne Arundel |Graduated |Graduated |01/01/2016 |
| | |(Patch 22468375) |Tax Table Code = ZD |Tax Table Code = Z5 | |
| | | | | | |
| | | |0.026000 / Resident |0.025000 / Resident | |
| | | |0.026000 / Nonresident |0.025000 / Nonresident | |
| | | | | | |
| |047 |Worcester |Graduated |Graduated |01/01/2016 |
| | |(Patch 22468375) |Tax Table Code = Z3 |Tax Table Code = Z3 | |
| | | | | | |
| | | |0.012500 / Resident |0.017500 / Resident | |
| | | |0.012500 / Nonresident |0.017500 / Nonresident | |
| | | | | | |
|OH |02736 |Athens |0.016500 / Resident |0.017500 / Resident |01/01/2016 |
| | |(Patch 22362128) |0.016500 / Nonresident |0.017500 / Nonresident | |
| | | | | | |
| |03744 |Baltic |0.010000 / Resident |0.015000 / Resident |01/01/2016 |
| | |(Patch 22362128) |0.010000 / Nonresident |0.015000 / Nonresident | |
| | | | | | |
| |09358 |Brookville |0.017500 / Resident |0.020000 / Resident |01/01/2016 |
| | |(Patch 22362128) |0.017500 / Nonresident |0.020000 / Nonresident | |
| | | | | | |
| |14184 |Chillicothe |0.016000 / Resident |0.020000 / Resident |01/01/2016 |
| | |(Patch 22362128) |0.016000 / Nonresident |0.020000 / Nonresident | |
| | | | | | |
| |41608 |Lakeview |0.010000 / Resident |0.015000 / Resident |01/01/2016 |
| | |(Patch 22362128) |0.010000 / Nonresident |0.015000 / Nonresident | |
| | | | | | |
| |42938 |Lewisburg |0.015000 / Resident |0.017500 / Resident |01/01/2016 |
| | |(Patch 22362128) |0.015000 / Nonresident |0.017500 / Nonresident | |
| | | | | | |
| |44632 |Logan |0.015000 / Resident |0.020000 / Resident |01/01/2016 |
| | |(Patch 22362128) |0.015000 / Nonresident |0.020000 / Nonresident | |
| | | | | | |
| |69834 |Salem |0.010000 / Resident |0.012500 / Resident |01/01/2016 |
| | |(Patch 22362128) |0.010000 / Nonresident |0.012500 / Nonresident | |
| | | | | | |
| |81718 |Washington Court House |0.014500 / Resident |0.019500 / Resident |01/01/2016 |
| | |(Patch 22362128) |0.014500 / Nonresident |0.019500 / Nonresident | |
| | | | | | |
|OR |039 |Lane County |0.007000 / Resident |0.007100 / Resident |01/01/2016 |
| | |(Patch 22379932) |0.007000 / Nonresident |0.007100 / Nonresident | |
| | | | | | |
| |P0746 |Tri-County Transport |0.007237 / Resident |0.007337 / Resident |01/01/2016 |
| | |(Patch 22379932) |0.007237 / Nonresident |0.007337 / Nonresident | |
| | | | | | |
|WV |55756 |Morgantown |New entry |$156.00 / Resident |01/01/2016 |
| | |(Patch 22236022) | |$156.00 / Nonresident | |
| | | | | | |
| | | | |Maximum Tax = $156.00 | |
| | | | | | |
| | | | |Local Tax Calc Type = Amt per Pd | |
| | | | | | |
Local Tax Reciprocity Table
| | | | | | |
|Locality of |Locality of |Effective Date |Credit |Credit |Reciprocity Rule / |
|Residence |Employment | |Reduction |Limit |Reason for Change |
| | | |Percent |Rate | |
|OH-1203 |(blank)/ |01/01/2016 |n/a |n/a |Rule 1: Withhold both work locality tax and residence locality |
|Northeastern Local |$DFLT | | | |tax on work locality wages. |
|S.D. | | | | | |
| | | | | |Reason for Change: |
|(Patch 22359728) | | | | |New table entry added to support new Ohio school district tax |
| | | | | |effective January 1, 2016. |
| | | | | | |
| | | | | | |
|OH-8603 |(blank)/ |01/01/2016 |n/a |n/a |Rule 1: Withhold both work locality tax and residence locality |
|Edon-Northwest Local |$DFLT | | | |tax on work locality wages. |
|S.D. | | | | | |
| | | | | |Reason for Change: |
|(Patch 22359728) | | | | |New table entry added to support new Ohio school district tax |
| | | | | |effective January 1, 2016. |
| | | | | | |
| | | | | | |
Local Tax Table – Pennsylvania Local Earned Income Tax
Tax Update 16-A includes updates to Pennsylvania Local Earned Income Tax entries in the Local Tax Table based on data downloaded from the “Official 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.
Note: Normally, updates to Pennsylvania Local Earned Income Tax entries in the Local Tax Table are based on data downloaded from the “Real Time Register” on the website maintained by the Commonwealth of Pennsylvania Department of Community & Economic Development. For Tax Update 16-A only, the “Official Register” was used, because the “Real Time Register” had not yet been updated with rate changes for 2016, according to a notice on the Pennsylvania website:
[pic]
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:
PA32EIT16A.doc Word document
PA32EIT16A.xls Excel spreadsheet
(Patch 22472040)
Local Tax Table – Pennsylvania Local Services Tax
This patch includes updates to Pennsylvania Local Services Tax entries in the Local Tax Table based on the December 15, 2015 update of the “Official Register” on the website maintained by the Commonwealth of Pennsylvania. All updates to Pennsylvania Local Services Tax entries in the Local Tax Table delivered in this tax update are effective-dated 01/01/2016.
The Pennsylvania Local Services Tax rate changes downloaded from the Official Register on Pennsylvania website are documented separately in these files delivered with this tax update:
PA16ALST.doc Word document
PA16ALST.xls Excel spreadsheet
(Patch 22323474)
Note: Product modifications could not be completed for delivery in this tax update for reported increases in the Local Services Taxes imposed by the cities of Aliquippa (to $104 annually), Harrisburg (to $156 annually), and Johnstown (to $156 annually). Because the reported new tax amounts exceed the Pennsylvania statewide annual limit of $52, COBOL program changes will be required to implement the tax increases in the Local Service Tax amounts for these jurisdictions.
Taxable Gross Definition Table
Note: Any user-defined entries you may have previously added to the Taxable Gross Definition Table entries for the jurisdictions listed below will need to be re-added after applying this tax update. User-defined entries are not carried forward when Taxable Gross Definition Table entries are redelivered.
|State/ |Effective Date of |Table Update Description |
|Locality |Table Entry | |
|OH-1203 |01/01/2016 |New table entry added to support new Ohio school district tax effective January 1, 2016. |
|Northeastern Local | | |
|S.D. | | |
| | |For: |
|(Patch 22359728) | |Taxable Gross = Withholding |
| | | |
| | | |
| | |Base Gross = FWT |
| | | |
| | | |
| | |Taxable Gross Component ID = 125 |
| | |Withholding Follows Federal Rules = Yes |
| | |Tax Gross Effect = “No Effect” |
| | | |
| | |Taxable Gross Component ID = 401K |
| | |Withholding Follows Federal Rules = Yes |
| | |Tax Gross Effect = “No Effect” |
| | | |
| | |Taxable Gross Component ID = GTL |
| | |Withholding Follows Federal Rules = Yes |
| | |Tax Gross Effect = “No Effect” |
| | | |
| | | |
|OH-8603 |01/01/2016 |New table entry added to support new Ohio school district tax effective January 1, 2016. |
|Edon-Northwest Local | | |
|S.D. | | |
| | |For: |
|(Patch 22359728) | |Taxable Gross = Withholding |
| | | |
| | | |
| | |Base Gross = FWT |
| | | |
| | | |
| | |Taxable Gross Component ID = 125 |
| | |Withholding Follows Federal Rules = Yes |
| | |Tax Gross Effect = “No Effect” |
| | | |
| | |Taxable Gross Component ID = 401K |
| | |Withholding Follows Federal Rules = Yes |
| | |Tax Gross Effect = “No Effect” |
| | | |
| | |Taxable Gross Component ID = GTL |
| | |Withholding Follows Federal Rules = Yes |
| | |Tax Gross Effect = “No Effect” |
| | | |
Canadian Changes
Canadian Tax Table Changes
|Page |Province |Field |Old |New |Effective |
| | | |Amount |Amount |Date |
|CPP/QPP and EI | |Max Annl Pensionable Earnings |$53,600.00 |$54,900.00 |01 Jan 2016 |
| | |(CPP) | | | |
|CPP/QPP and EI | |Max Annl Pensionable Earnings |$53,600.00 |$54,900.00 |01 Jan 2016 |
| | |(QPP) | | | |
|CPP/QPP and EI | |Employee Contribution Percent |5.250 |5.325 |01 Jan 2016 |
| | |(QPP) | | | |
|CPP/QPP and EI | |Max Annual Insurable Earnings |$49,500.00 |$50,800.00 |01 Jan 2016 |
| | |(Federal EI) | | | |
|CPP/QPP and EI | |Employee Reduced EI Rate (QC EI) |1.54000 |1.52000 |01 Jan 2016 |
|CPP/QPP and EI | |Max Annual Insurable Earnings (QC|$49,500.00 |$50,800.00 |01 Jan 2016 |
| | |EI) | | | |
|CPP/QPP and EI | |QPIP Employee Premium Percent |0.55900 |0.54800 |01 Jan 2016 |
|CPP/QPP and EI | |QPIP Employer Premium Percent |0.78200 |0.76700 |01 Jan 2016 |
|CPP/QPP and EI | |QPIP Max Insurable Earnings |$70,000.00 |$71,500.000 |01 Jan 2016 |
| | | | | | |
|Tax Rates, Credits and Other | |Federal Basic Personal Amount |$11,327.00 |$11,474.00 |01 Jan 2016 |
|Tax Rates, Credits and Other | |Québec Basic Personal Amount |$11,425.00 |$11,550.00 |01 Jan 2016 |
|Tax Rates, Credits and Other | |RPP/RRSP Limit (F Factor) |$24,930.00 |$25,370.00 |01 Jan 2016 |
|Tax Rates, Credits and Other | |Maximum Credit (LCF) |$500.00 |$250.00 |01 Jan 2016 |
|Tax Rates, Credits and Other | |LCF Rate |0.10000 |0.05000 |01 Jan 2016 |
|Tax Rates, Credits and Other | |Annual Taxable Income (A) |$44,701.00 |$45,282.00 |01 Jan 2016 |
|Tax Rates, Credits and Other | |Annual Taxable Income (A) |$89,401.00 |$90,563.00 |01 Jan 2016 |
|Tax Rates, Credits and Other | |Annual Taxable Income (A) |$138,586.00 |$140,388.00 |01 Jan 2016 |
|Tax Rates, Credits and Other | |Annual Taxable Income (A) |N/A |$200,000.00 |01 Jan 2016 |
| | | | |(New) | |
|Tax Rates, Credits and Other | |Federal Tax Rate (R) |0.22000 |0.20500 |01 Jan 2016 |
|Tax Rates, Credits and Other | |Federal Tax Rate (R) |N/A |0.33000 |01 Jan 2016 |
| | | | |(New) | |
|Tax Rates, Credits and Other | |Federal Constant (K) |$3,129.00 |$2,491.00 |01 Jan 2016 |
|Tax Rates, Credits and Other | |Federal Constant (K) |$6,705.00 |$7,471.00 |01 Jan 2016 |
|Tax Rates, Credits and Other | |Federal Constant (K) |$10,863.00 |$11,683.00 |01 Jan 2016 |
|Tax Rates, Credits and Other | |Federal Constant (K) |N/A |$19,683.00 |01 Jan 2016 |
| | | | |(New) | |
|Tax Rates, Credits and Other | |Annual Taxable Income (I1) |$41,935.00 |$42,390.00 |01 Jan 2016 |
|Tax Rates, Credits and Other | |Annual Taxable Income (I1) |$83,865.00 |$84,780.00 |01 Jan 2016 |
|Tax Rates, Credits and Other | |Annual Taxable Income (I1) |$102,040.00 |$103,150.00 |01 Jan 2016 |
|Tax Rates, Credits and Other | |Provincial Constant (K1) |$1,677.00 |$1,695,00 |01 Jan 2016 |
|Tax Rates, Credits and Other | |Provincial Constant (K1) |$5,032.00 |$5,086.00 |01 Jan 2016 |
|Tax Rates, Credits and Other | |Provincial Constant (K1) |$6,817.00 |$6,891.00 |01 Jan 2016 |
|Provincial Rates |AB |WCB Limit |$95,300.00 |$98,700.00 |01 Jan 2016 |
|Provincial Rates |AB |Basic Tax Credit Amt (TCP) |$18,214.00 |$18,451.00 |01 Jan 2016 |
|Provincial Rates |BC |WCB Limit |$78,600.00 |$80,600.00 |01 Jan 2016 |
|Provincial Rates |BC |Basic Tax Credit Amt (TCP) |$9,938.00 |$10,027.00 |01 Jan 2016 |
|Provincial Rates |BC |Annual Taxable Income (A) |$37,869.00 |$38,210.00 |01 Jan 2016 |
|Provincial Rates |BC |Annual Taxable Income (A) |$75,740.00 |$76,421.00 |01 Jan 2016 |
|Provincial Rates |BC |Annual Taxable Income (A) |$86,958.00 |$87,741.00 |01 Jan 2016 |
|Provincial Rates |BC |Annual Taxable Income (A) |$105,592.00 |$106,543.00 |01 Jan 2016 |
|Provincial Rates |BC |Annual Taxable Income (A) |$151,050.00 |N/A |01 Jan 2016 |
|Provincial Rates |BC |Prov. Tax Rate (V) |0.16800 |N/A |01 Jan 2016 |
|Provincial Rates |BC |Prov Constant (KP) |$1,000.00 |$1,009.00 |01 Jan 2016 |
|Provincial Rates |BC |Prov Constant (KP) |$3,120.00 |$3,149.00 |01 Jan 2016 |
|Provincial Rates |BC |Prov Constant (KP) |$4,677.00 |$4,719.00 |01 Jan 2016 |
|Provincial Rates |BC |Prov Constant (KP) |$7,222.00 |$7,287.00 |01 Jan 2016 |
|Provincial Rates |BC |Prov Constant (KP) |$10,394.00 |N/A |01 Jan 2016 |
|Provincial Rates |MB |WCB Limit |$121,000.00 |$125,000.00 |01 Jan 2016 |
|Provincial Rates |NB |WCB Limit |$60,900.00 |$61,800.00 |01 Jan 2016 |
|Provincial Rates |NB |Basic Tax Credit Amt (TCP) |$9,633.00 |$9,758.00 |01 Jan 2016 |
|Provincial Rates |NB |Annual Taxable Income (A) |$39,973.00 |$40,492.00 |01 Jan 2016 |
|Provincial Rates |NB |Annual Taxable Income (A) |$79,946.00 |$80,985.00 |01 Jan 2016 |
|Provincial Rates |NB |Annual Taxable Income (A) |$129,975.00 |$131,664.00 |01 Jan 2016 |
|Provincial Rates |NB |Prov. Tax Rate (V) |0.24160 |0.21000 |01 Jan 2016 |
|Provincial Rates |NB |Prov. Tax Rate (V) |0.33660 |0.25750 |01 Jan 2016 |
|Provincial Rates |NB |Prov Constant (KP) |$2,055.00 |$2,081.00 |01 Jan 2016 |
|Provincial Rates |NB |Prov Constant (KP) |$3,414.00 |$3,458.00 |01 Jan 2016 |
|Provincial Rates |NB |Prov Constant (KP) |$5,129.00 |$5,196.00 |01 Jan 2016 |
|Provincial Rates |NB |Prov Constant (KP) |$14,609.00 |$9,936.00 |01 Jan 2016 |
|Provincial Rates |NB |Prov Constant (KP) |$38,359.00 |$21,811.00 |01 Jan 2016 |
|Provincial Rates |NL |WCB Limit |$61,615.00 |$62,540.00 |01 Jan 2016 |
|Provincial Rates |NL |Basic Tax Credit Amt (TCP) |$8,767.00 |$8,802.00 |01 Jan 2016 |
|Provincial Rates |NL |Annual Taxable Income (A) |$35,008.00 |$35,148.00 |01 Jan 2016 |
|Provincial Rates |NL |Annual Taxable Income (A) |$70,015.00 |$70,295.00 |01 Jan 2016 |
|Provincial Rates |NL |Annual Taxable Income (A) |$125,000.00 |$125,500.00 |01 Jan 2016 |
|Provincial Rates |NL |Annual Taxable Income (A) |$175,000.00 |$175,700.00 |01 Jan 2016 |
|Provincial Rates |NL |Prov Constant (KP) |$1,680.00 |$1,687.00 |01 Jan 2016 |
|Provincial Rates |NL |Prov Constant (KP) |$2,241.00 |$2,249.00 |01 Jan 2016 |
|Provincial Rates |NL |Prov Constant (KP) |$3,491.00 |$3,504.00 |01 Jan 2016 |
|Provincial Rates |NL |Prov Constant (KP) |$5,241.00 |$5,261.00 |01 Jan 2016 |
|Provincial Rates |NS |WCB Limit |$56,800.00 |$58,200.00 |01 Jan 2016 |
|Provincial Rates |NT |WCB Limit |$86,000.00 |$88,600.00 |01 Jan 2016 |
|Provincial Rates |NT |Basic Tax Credit Amt (TCP) |$13,900.00 |$14,081.00 |01 Jan 2016 |
|Provincial Rates |NT |Annual Taxable Income (A) |$40,484.00 |$41,011.00 |01 Jan 2016 |
|Provincial Rates |NT |Annual Taxable Income (A) |$80,971.00 |$82,024.00 |01 Jan 2016 |
|Provincial Rates |NT |Annual Taxable Income (A) |$131,641.00 |$133,353.00 |01 Jan 2016 |
|Provincial Rates |NT |Prov Constant (KP) |$1,093.00 |$1,107.00 |01 Jan 2016 |
|Provincial Rates |NT |Prov Constant (KP) |$4,008.00 |$4,060.00 |01 Jan 2016 |
|Provincial Rates |NT |Prov Constant (KP) |$6,443.00 |$6,527.00 |01 Jan 2016 |
|Provincial Rates |NU |WCB Limit |$86,000.00 |$88,600.00 |01 Jan 2016 |
|Provincial Rates |NU |Basic Tax Credit Amt (TCP) |$12,781.00 |$12,947.00 |01 Jan 2016 |
|Provincial Rates |NU |Annual Taxable Income (A) |$42,622.00 |$43,176.00 |01 Jan 2016 |
|Provincial Rates |NU |Annual Taxable Income (A) |$85,243.00 |$86,351.00 |01 Jan 2016 |
|Provincial Rates |NU |Annual Taxable Income (A) |$138,586.00 |$140,388.00 |01 Jan 2016 |
|Provincial Rates |NU |Prov Constant (KP) |$1,279.00 |$1,295.00 |01 Jan 2016 |
|Provincial Rates |NU |Prov Constant (KP) |$2,984.00 |$3,022.00 |01 Jan 2016 |
|Provincial Rates |NU |Prov Constant (KP) |$6,448.00 |$6,532.00 |01 Jan 2016 |
|Provincial Rates |ON |Tax Reduction (S) |$228.00 |$231.00 |01 Jan 2016 |
|Provincial Rates |ON |Threshold Amount (V1A) |$4,418.00 |$4,484.00 |01 Jan 2016 |
|Provincial Rates |ON |Threshold Amount (V1B) |$5,654.00 |$5,739.00 |01 Jan 2016 |
|Provincial Rates |ON |WCB Limit |$85,200.00 |$88,000.00 |01 Jan 2016 |
|Provincial Rates |ON |Basic Tax Credit Amt (TCP) |$9,863.00 |$10,011.00 |01 Jan 2016 |
|Provincial Rates |ON |Annual Taxable Income (A) |$40,922.00 |$41,536.00 |01 Jan 2016 |
|Provincial Rates |ON |Annual Taxable Income (A) |$81,847.00 |$83,075.00 |01 Jan 2016 |
|Provincial Rates |ON |Prov Constant (KP) |$1,678.00 |$1,703.00 |01 Jan 2016 |
|Provincial Rates |ON |Prov Constant (KP) |$3,323.00 |$3,373.00 |01 Jan 2016 |
|Provincial Rates |ON |Prov Constant (KP) |$4,823.00 |$4,873.00 |01 Jan 2016 |
|Provincial Rates |ON |Prov Constant (KP) |$7,023.00 |$7,073.00 |01 Jan 2016 |
|Provincial Rates |PE |WCB Limit |$52,100.00 |$52,200.00 |01 Jan 2016 |
|Provincial Rates |QC |WCB Limit |$70,000.00 |$71,500.00 |01 Jan 2016 |
|Provincial Rates |SK |WCB Limit |$65,130.00 |$69,242.00 |01 Jan 2016 |
|Provincial Rates |SK |Basic Tax Credit Amt (TCP) |$15,639.00 |$15,843.00 |01 Jan 2016 |
|Provincial Rates |SK |Annual Taxable Income (A) |$44,028.00 |$44,601.00 |01 Jan 2016 |
|Provincial Rates |SK |Annual Taxable Income (A) |$125,795.00 |$127,430.00 |01 Jan 2016 |
|Provincial Rates |SK |Prov Constant (KP) |$881.00 |$892.00 |01 Jan 2016 |
|Provincial Rates |SK |Prov Constant (KP) |$3,396.00 |$3,441.00 |01 Jan 2016 |
|Provincial Rates |YT |Tax Credit Rate (K1P) |0.05760 |0.06400 |01 Jan 2016 |
|Provincial Rates |YT |Basic Tax Credit Amt (TCP) |$11,327.00 |$11,474.00 |01 Jan 2016 |
|Provincial Rates |YT |Annual Taxable Income (A) |$44,701.00 |$45,282.00 |01 Jan 2016 |
|Provincial Rates |YT |Annual Taxable Income (A) |$89,401.00 |$90,563.00 |01 Jan 2016 |
|Provincial Rates |YT |Annual Taxable Income (A) |$138,586.00 |$140,388.00 |01 Jan 2016 |
|Provincial Rates |YT |Prov. Tax Rate (V) |0.05760 |0.06400 |01 Jan 2016 |
|Provincial Rates |YT |Prov. Tax Rate (V) |0.08320 |0.09000 |01 Jan 2016 |
|Provincial Rates |YT |Prov. Tax Rate (V) |0.10360 |0.10900 |01 Jan 2016 |
|Provincial Rates |YT |Prov. Tax Rate (V) |0.12840 |0.12800 |01 Jan 2016 |
|Provincial Rates |YT |Prov. Tax Rate (V) |0.17240 |0.15000 |01 Jan 2016 |
|Provincial Rates |YT |Prov Constant (KP) |$1,144.00 |$1,177.00 |01 Jan 2016 |
|Provincial Rates |YT |Prov Constant (KP) |$2,968.00 |$2,898.00 |01 Jan 2016 |
|Provincial Rates |YT |Prov Constant (KP) |$6,405.00 |$5,565.00 |01 Jan 2016 |
|Provincial Rates |YT |Prov Constant (KP) |$28,405.00 |$16,565.00 |01 Jan 2016 |
(Patch 21305376; posted to My Oracle Support on 17 December 2015)
Tax Update 16-A - COBOL and Store Statement Changes for Release 9.1
All payroll users must apply all COBOL and store statement changes included in Tax Update 16-A.
Changed COBOL Modules
This tax update includes the modified COBOL programs and copy members listed below. 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 below. They are located in the COBOL directory. Replace your current version and rerun your store statements using DataMover.
|For Release 9.1 |Changes are made to COBOL programs: |
| | |
| |PSPCNTAX.CBL |
| |PSPEARRY.CBL |
| |PSPECALC.CBL |
| |PSPLDTL2.CBL |
| |PSPMFLSA.CBL |
| |PSPPYCAL.CBL |
| |PSPPYNET.CBL |
| |PSPTCALC.CBL |
| |PSPUSTAX.CBL |
| | |
| | |
| |Changes are made to copy members: |
| | |
| |PSCEARRY.CBL |
| |PSCEFLSA.CBL |
| |PSCRFERY.CBL |
| |PSCTMERY.CBL |
| |PSCWKERY.CBL |
| | |
| | |
| |Changes are made to store statements: |
| | |
| |FGPCADJG.DMS |
| |PSPEARRY.DMS |
| |PSPMFLSA.DMS |
| | |
Patch Numbers
COBOL and Store Statement changes for the patch numbers listed below 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 |Description |
|20533121 |Patch 20533121 modifies PSPPYNET.CBL to create accurate tax rows for Pennsylvania Act 32 Local Earned Income Tax calculations for a |
| |Pennsylvania resident in the following scenario: |
| | |
| |The employee lives in a Pennsylvania Act 32 locality, and normally works 100% of the pay period in Philadelphia. |
| |For a particular pay period, instead of working in Philadelphia, the employee worked both in the Pennsylvania Act 32 residence locality and at|
| |a location in a state other than Pennsylvania. |
| |All hours for the particular pay period were “backed-out” of Philadelphia (by entering negative hours on the pay sheet), and the hours were |
| |allocated between Maryland and the Pennsylvania Act 32 residence locality. |
| | |
| |Prior to the modifications, tax rows containing incorrect PSD codes and incorrect local taxable gross wage and tax amounts were created in the|
| |above scenario. The incorrect results varied depending on whether or not the employee had before-tax deductions. |
| | |
| |Note: If the hours were not “backed-out” of Philadelphia using negative hours, and instead, the time in Philadelphia was zeroed-out and then |
| |allocated to the Maryland locality and the Pennsylvania Act 32 residence locality, the tax rows were correct in the above scenario. |
| | |
| |(Posted to My Oracle Support on 08 December 2015) |
| | |
| | |
|21048600 |Patch 21048600 modifies PSPEARRY.CBL, PSPECALC.CBL, PSPEARRY.DMS, and copy members PSCEARRY.CBL, PSCEFLSA.CBL, PSCTMERY.CBL, PSCWKERY.CBL and |
| |PSCRFERY.CBL to correctly calculate an employee’s earnings in the following scenario: |
| |The employee and/or Pay Group is subject to FLSA and there is more than one FLSA period for the pay period (e.g., two FLSA weeks); and |
| |The employee is paid an earnings that is set up on the Earnings Table with Payment Type = “Flat Amount”; and |
| |The employee’s earnings are loaded to the pay sheet using the Time and Labor Load process. |
| | |
| |Prior to the modifications, in this scenario, an employee was paid only one-half of the expected earnings amount when Pay Calculation was |
| |processed. For example, instead of $100.00 being paid for the flat amount earnings type, only $50.00 was paid, because the flat amount was |
| |being incorrectly prorated by the number of FLSA weeks. |
| | |
| | |
|21305376 |Patch 21305376 modifies PSPCNTAX.CBL to support the following changes as specified in the T4127 guide (CRA) and the TP-1015-F.V guide (Revenu |
| |Québec): |
| | |
| |K4 – Canada Employment Credit – changed to $1,161 from $1,146. |
| |BC – Provincial tax reduction: |
| |If net income is less than or equal to $19,171 (formerly $18,327), the reduction is equal to the lesser of (i) basic provincial tax, and (ii) |
| |$436 (formerly $412). |
| |If net income is greater than $19,171 and less than or equal to $31,628.14 (formerly $31,202.00), the reduction is equal to the lesser of (i) |
| |basic provincial tax and (ii) $436 – [(Annual net income - $19,171) x 3.5% (formerly 3.2%)]. |
| |If net income is greater than $31,628.14, there is no reduction. |
| |YK – K4P – increased to $1,161 from $1,146. |
| |Variable H – Deduction for Employment – increased to $1,130 from $1,120. |
| |Variable Z – Health Contributions |
| | |
| |Estimated Annual Income (R) |
| |Health Contribution |
| |Variable Z |
| | |
| |More than |
| | |
| |Equal to or less than |
| | |
| | |
| |$0 |
| |$18,570 |
| |$0 |
| | |
| | |
| |$18,570 |
| |$41,265 |
| |Whichever is less: |
| |$100; |
| |5% x (R - $18,570) |
| | |
| | |
| |$41,265 |
| |$134,095 |
| |Whichever is less: |
| |$200; |
| |$100 + [5% x (R-$41,265)] |
| | |
| | |
| |$134,095 |
| | |
| |Whichever is less: |
| |$1000; |
| |$200 + [4% x (R - $134,095)] |
| | |
| | |
| | |
| |(Patch 21305376; posted to My Oracle Support on 17 December 2015) |
| | |
|21689845 |Patch 21689845 modifies PSPLDTL2.CBL to correctly refresh the following six fields that are displayed on the employee’s Additional Data |
| |payline sub-page when Time and Labor transactions are processed in the scenario described below. |
| | |
| |Business Unit (BUSINESS_UNIT) |
| |Department (DEPTID) |
| |Job Code (JOBCODE) |
| |Position (POSITION_NBR) |
| |FICA Status (FICA_STATUS_EE) |
| |GL Pay Type (GL_PAY_TYPE) |
| | |
| |Prior to the modifications, all of the six fields listed above were updated on the Time and Labor payline with data from the related Job |
| |record in the following scenario: |
| |Time and Labor payable transactions are loaded to the pay sheets. |
| |Subsequently an override is applied to one of the six fields listed above on the employee’s current Job record, which sets the Job Pay Data |
| |Change flag on the employee’s payline to “Calculation Required”. |
| |Pay Calculation is processed reloading the Time and Labor payable transactions. |
| |Subsequently another change is entered for the employee (e.g., a new general deduction is set up) which again triggers the Job Pay Data Change|
| |flag on the employee’s payline to “Calculation Required”. |
| |Pay Calculation is processed again, reloading the Time and Labor payable transactions. |
| | |
| |Example: |
| | |
| |FICA Status |
| |Before the modifications |
| |After the modifications |
| | |
| |After step 1 above |
| |“N” (Subject) |
| |“N” (Subject) |
| | |
| |After step 3 above |
| |“E” (Exempt) |
| |“E” (Exempt) |
| | |
| |After step 5 above |
| |“N” (Subject) |
| |“E” (Exempt) |
| | |
| | |
|21772860 |Patch 21772860 modifies PSPTCALC.CBL to correctly calculate taxable gross amounts for the FUTA Credit Reduction (Tax Class 6) when an employee|
| |has a different number of Tax Periods specified on different payline for the same paycheck, as in this scenario: |
| | |
| |The annual maximum Federal Unemployment Tax Act (FUTA) taxable wage limit = $7,000.00. |
| | |
| |The employee’s FUTA Credit Reduction YTD taxable gross prior to the next pay calculation = $4,934.91 |
| |($2,065.09 less than the annual FUTA taxable wage limit of $7,000.00). |
| | |
| |When a payment in the amount of $2,116.04 is subsequently calculated for the employee, one of the employee’s Additional Data payline sub-pages|
| |is updated to show Tax Periods > 1. |
| | |
| |Subsequent pay calculation results, before vs. after the modifications delivered in Tax Update 16-A: |
| | |
| | |
| | |
| |Subsequent payment in the amount of $2,116.04 |
| | |
| | |
| | |
| |FUTA Credit Reduction (Tax Class 6) |
| |Current Taxable Gross |
| | |
| |FUTA Credit Reduction (Tax Class 6) |
| |YTD Taxable Gross |
| | |
| | |
| |Before |
| |the modifications |
| | |
| |$2116.04 |
| |(incorrect, causing YTD taxable gross to exceed annual maximum FUTA taxable wage limit of $7,000.00) |
| | |
| | |
| |$7,050.95 (4,934.91+ 2116.04) |
| |(incorrect, exceeds the annual maximum FUTA taxable wage limit of $7,000.00) |
| | |
| | |
| |After |
| |the modifications |
| | |
| | |
| |$2,065.09 |
| |(correct) |
| | |
| |$7,000.00 (4,934.91+2,065.09) |
| |(correct) |
| | |
| | |
|21785497 |Patch 21785497 modifies PSPPYNET.CBL and PSPTCALC.CBL to correctly calculate an employee’s Missouri resident state withholding tax when a |
| |Missouri resident is paid an on-cycle check that includes both (a) supplemental wages for work at a tax location in Missouri and (b) regular |
| |wages for work performed in one or more states other than Missouri. State Tax Reciprocity Rule 3 is applied in calculating the state tax |
| |withheld on the regular wages: |
| | |
| |Withhold 100% of calculated work state withholding on work state wages. Calculate residence state withholding on total wages, then factor the |
| |calculated residence state withholding by the percentage of total wages earned in the residence state, and withhold the factored amount of the|
| |residence state withholding. |
| | |
| |Prior to the modifications, Missouri withholding tax was calculated incorrectly in the above-described situation, as illustrated in the |
| |following example for a Missouri resident who is paid a total of $10,000 in an on-cycle check for work in both Missouri and Michigan. |
| | |
| |The employee is a Missouri resident who is paid semi-monthly and whose tax status is single claiming zero withholding allowances. |
| | |
| |On-cycle check |
| |State withholding tax calculations before the modifications |
| |State withholding tax calculations |
| |after the modifications |
| | |
| |$7,000 bonus |
| |Work location = Missouri |
| |(aggregate tax method) |
| |Missouri tax = $420.00 |
| |(factor applied incorrectly) |
| |Missouri tax = $394.00 |
| | |
| |Missouri tax on total wages ($10.000) = $562.38 |
| |Multiplied by factor of 0.70 = $393.67, rounded to $394.00 |
| |(Factor = 7000.00 / 10,000.00 = 0.70) |
| | |
| | |
| |$3,000 regular wages |
| |Work location = Michigan |
| |(annualized tax method) |
| | |
| |Michigan tax = $127.50 |
| |(correct) |
| |Michigan tax = $127.50 |
| |(unchanged) |
| | |
| | |
|21918996 |Patch 21918996 modifies FGPCADJG.DMS to correctly generate Payroll Error Message 020010 if the status for the GVT_GEOLOC_CD is set to Inactive|
|USF |on the Location Address Table (Setup HCM>Foundation Tables>Organization>Location USF or Geographic Location MIL). |
| | |
| |[pic] |
| | |
| |Example: |
| | |
| |Job Data: |
| |Employee is set up with Location Code L00001 |
| | |
| |Location USF page Location Code L00001: |
| |Geoloc Cd is set up with 110010001 |
| | |
| |Geographical Location Table Code 110010001: |
| |Historical rows show Status = “Active” but the current row that is in effect for the payroll currently processed shows Status = ”Inactive”. |
| | |
| | |
| | |
| |Geographic Location Table 110010001 |
| |Status = Inactive for the effective-dated row applicable to payroll currently processed |
| | |
| |Before the modifications |
| |After the modifications |
| | |
| |Employee processed with |
| |Location Code L00001 associated with Geoloc Cd 110010001 |
| |Employee is paid. |
| |No error message generated when Pay Calc is processed. |
| |Employee is not paid. |
| |Error message 020010 is correctly generated. |
| | |
| | |
| | |
|21919053 |Patch 21919053 modifies PSPPYCAL.CBL to successfully calculate an employee’s paycheck when a gross-up earnings amount is paid on a separate |
| |check and covers an entire prior pay period that includes multiple FLSA periods. |
| | |
| |Prior to the modifications, the Pay Calculation process generated error message 000058 and the employee was not paid in this situation. |
| | |
| |[pic] |
| | |
| |(Posted to My Oracle Support as Patch 22181360 on 04 December 2015) |
| | |
|22110462 |Patch 22110462 modifies PSPPYNET.CBL to ensure that local taxable gross and local tax amounts are not calculated when an employee has both (1)|
| |an earnings set up with a Taxable Gross Component ID with Tax Gross Effect = “Subtracts From” and (2) a before-tax benefits deduction set up |
| |with a Taxable Gross Component ID with Tax Gross Effect = “No Effect”. Prior to the modifications, in this situation the program incorrectly |
| |calculated a local tax row with negative gross and tax amounts that matched the benefit deduction amount. |
| | |
| |Example: The following earnings and deduction are processed for an employee who is subject to the St. Louis earnings tax (Locality MO-65000):|
| | |
| |Earnings Code “ABC” is set up with Taxable Gross Component ID = “NOCTY”. |
| | |
| |The Taxable Gross Definition Table entry for Locality MO-65000 is set up to indicate Tax Gross Effect = “Subtracts from Gross” for Taxable |
| |Gross Component ID “NOCTY”. |
| | |
| |Deduction Code “DEF” includes a before-tax deduction associated with Taxable Gross Component ID “401K”. |
| | |
| |The Taxable Gross Definition Table entry for Locality MO-65000 is set up to indicate Tax Gross Effect = “No Effect” for Taxable Gross |
| |Component ID “401K”. |
| | |
| | |
| |Incorrect Paycheck-Taxes result for Locality MO-65000 |
| |before the modifications |
| |Correct Paycheck-Taxes result for |
| |Locality MO-65000 |
| |after the modifications |
| | |
| |Employee’s paycheck calculation includes a before-tax deduction 401(k) in the amount of $81.73 for Deduction Code “DEF”. |
| |taxable gross |
| | |
| |tax |
| |(81.73) |
| | |
| |( 0.82) |
| |No taxable gross amount is generated for Locality MO-65000, and no tax is withheld. |
| | |
| | |
|22241378 |Patch 22241378 modifies PSPTCALC.CBL to correctly calculate an employee’s resident state withholding tax when the employee lives and works in |
| |the same state and is paid regular, supplemental and special supplemental earnings on the same paycheck. |
| | |
| |Prior to the modifications, state withholding tax was over-calculated for an employee in the above-described situation. |
| | |
| | |
|22265126 |Patch 22265126 modifies PSPUSTAX.CBL to support the changes in the Maine withholding tax calculation formula which are effective for wages |
| |paid on or after January 1, 2016. Maine has added a new “Phase-Out” calculation to the percentage withholding tax formula. |
| | |
| | |
| | |
| |Tax Update 16-A also delivers an update to the State Tax Table entry for State = ME with Effective Date = 01/01/2016. Both the tax table |
| |update and the COBOL program modification must be applied together in order to correctly calculate Maine withholding tax on wages paid on or |
| |after January 1, 2016. |
| | |
| |See the earlier U.S. Changes section of this document for information regarding the State Tax Table update delivered for Maine in Tax Update |
| |16-A. |
| | |
| |(Posted to My Oracle Support as Patch 22308727 on 17 December 2015) |
| | |
|22288834 |Patch 22288834 modifies PSPMFLSA.CBL and PSPMFLSA.DMS to correctly calculate an employee’s FLSA rate in the following sequence of events when |
| |all of the following conditions are present: |
| | |
| |The employee is subject to FLSA; and |
| |The employee’s Job Data Employee Type = “E” (Exception Hourly); and |
| |The employee is initially paid semi-monthly or monthly; and |
| |Subsequently, the employee is transferred to a bi-weekly or weekly Pay Group for which the pay period begin/end dates overlap the pay period |
| |begin/end dates of the employee’s previous semi-monthly or monthly Pay Group; and |
| |The employee receives a payment (e.g. incentive) spanning the period of time in which the employee was paid in the two different pay groups |
| |with different pay frequencies. |
| | |
| | |
| |Prior to the modifications, the following results occurred in the above-described situation: |
| |The employee’s FLSA rate was calculated based on the bi-weekly or weekly pay frequency for the FLSA earnings and not based on the semi-monthly|
| |or monthly pay frequency; and |
| |Although the employee’s paycheck was calculated, error message 000388 (shown below) was incorrectly generated. After the modifications, this |
| |error message will not be generated in this situation. |
| | |
| |[pic] |
U.S. SQRs delivered in Tax Update 16-A for Release 9.1
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 |
|TAX922US.SQR |TAX922US.SQR, in conjunction with TAXMREF2.SQC, creates a file to report Form W-2c data electronically to the Social |
|TAXMREF2.SQC |Security Administration in the EFW2C format. The programs are modified to reflect changes made in the file format |
| |record specifications issued in the 2015 edition of SSA Publication EFW2C. |
| | |
| | |
| | |
| | |
| |SSA Pub. EFW2c |
| |2014 edition |
| |SSA Pub. EFW2c |
| |2015 edition |
| | |
| |RCW Record: |
| |positions 398-408 |
| |positions 409-419 |
| | |
| | |
| |Originally reported Advance Earned Income Credit |
| |Correct Advance Earned Income Credit |
| | |
| | |
| |Filler |
| |Filler |
| | |
| |RCT Record: |
| |positions 221-235 |
| |positions 236-250 |
| | |
| |Total originally reported Advance Earned Income Credit |
| |Total correct Advance Earned Income Credit |
| | |
| |Filler |
| |Filler |
| | |
| | |
| | |
| | |
| | |
| | |
| |RCO Record: |
| |positions 189-199 |
| |positions 200-210 |
| | |
| |Originally reported HIRE Exempt Wages & Tips |
| |Correct HIRE Exempt Wages & Tips |
| | |
| |Filler |
| |Filler |
| | |
| | |
| |RCU Record: |
| |positions 251-265 |
| |positions 266-280 |
| | |
| |Total originally reported HIRE Exempt Wages & Tips |
| |Total correct HIRE Exempt Wages & Tips |
| | |
| | |
| |Filler |
| |Filler |
| | |
| | |
| | |
| |Corresponding changes (to discontinue the reporting of Advance Earned Income Credit amounts and HIRE Exempt Wages & |
| |Tips) to the program that creates the electronic file which reports Form W-2 data were delivered in Tax Update 14-E |
| |(Patch 19239613). |
| | |
| |(Patch 22113767) |
|TAX960VD.SQR |TAX960VD.SQR is a new program that, in conjunction with W2BOX.SQC, reports Form W-2VI wage and tax data to the U.S. |
|TAX962VD.SQR |Virgin Islands in the SSA EFW2 reporting format. |
|(NEW) | |
| |TAX962VD.SQR is a new program that, in conjunction with PRTMMREF.SQC, produces an audit report of the contents of the |
|PRTMMREF.SQC W2BOX.SQC |file created by TAX960VD.SQR. |
| | |
| |In addition to reporting data to the Social Security Administration, a U.S. Virgin Islands employer who is submitting |
| |Form W2-VI data for more than 100 employees is also required to submit Form W-2VI data on a CD (in the SSA EFW2 file |
| |format) to the U.S. Virgin Islands Bureau of Internal Revenue. |
| | |
| | |
| | |
| |Tax Update 16-A delivers new programs TAX960VD.SQR and TAX962VD.SQR, as well as modifications to existing modules |
| |PRTMMREF.SQC and W2BOX.SQC, to provide new product functionality to enable employers to comply with this requirement to |
| |report Form W-2VI data on CD to the U.S. Virgin Islands Bureau of Internal Revenue. |
| | |
| |See the earlier Special Notes – U.S. section of this document for illustrations of the new run control pages delivered |
| |in Tax Update 16-A which are used to run the two new programs TAX960VD.SQR and TAX962VD.SQR. |
| | |
| |(Patch 22114158) |
Quarterly Reporting SQRs
|SQR |Description |
|TAX810WV.SQR |TAX810WV.SQR reports employee quarterly unemployment wage and tax data to West Virginia in the ICESA format. The |
| |program is modified to comply with West Virginia’s requirement that, beginning with the report for the quarter ending |
| |March 31, 2016, employers must submit the quarterly wage file online instead of on diskette; West Virginia will no |
| |longer accept diskette submissions. |
| | |
| | |
| | |
| | |
| |Before Tax Update 16-A modifications |
| |After Tax Update 16-A modifications |
| | |
| |Reporting period |
| |For reporting data for quarters ending 12/31/2015 and earlier |
| |For reporting data for quarters ending 03/31/2016 and later |
| | |
| | |
| | |
| |B Record |
| |positions 23-34 |
| |Information specific to diskette reporting |
| |Spaces |
| | |
| | |
| | |
| |Run control used to execute TAX810WV.SQR |
| |Use the specific run control page for West Virginia quarterly reporting to create the West Virginia file. |
| | |
| |Contact phone number is entered on the specific run control page for West Virginia quarterly reporting. |
| | |
| |The specific run control page for West Virginia quarterly reporting is removed; use the “Others” tab to create the West |
| |Virginia file. * |
| | |
| |Contact phone number is obtained from the Electronic Parameters page. |
| | |
| | |
| | |
| |Filename format and reports |
| |Output file name = TAX810WV.nnn, where “nnn” represented a diskette volume number. |
| | |
| |Reports included references to the diskette reporting medium. |
| |Output filename = |
| |TAX810WV (no extension). |
| | |
| | |
| | |
| |All references to diskette reporting medium are removed. |
| | |
| | |
| | |
| |* See the earlier Special Notes – U.S. section of this document for information on the elimination of the specific run |
| |control page for West Virginia quarterly reporting and the change to using the “Others” tab to run TAX810WV.SQR to |
| |create the West Virginia quarterly wage reporting file. |
| | |
| |IMPORTANT: In addition to electronically submitting the file created by TAX810WV.SQR, effective beginning January 1, |
| |2016, payments must be made by ACH debit through the online filing system at go.eocr. Email UCTaxUnit@|
| |or call 304-558-2674 or 304-558-2676 for more information on this new requirement. |
| | |
| |(Patch 21889560) |
Other U.S. SQRs
|SQR |Description |
|TAX706.SQR |TAX706.SQR produces the Taxable Gross Definition Table Report. The program is modified to correctly include all the |
| |appropriate Taxable Gross Component IDs (TGCIDs) at the local tax jurisdiction level when the “Current Table Entries |
| |Only” option is elected on the Run Control Page. (This reporting option was added in Tax Update 15-D.) |
| | |
| |Prior to the modifications, in some cases, some Taxable Gross Component IDs were incorrectly omitted from listings for |
| |local tax jurisdictions in the report output, such as in the following example illustrating table entries for Ohio |
| |school districts. |
| | |
| |Taxable Gross Component ID |
| |Before the modifications |
| |After the modifications |
| | |
| |GTL (one entry) |
| |Included |
| |Included |
| | |
| | |
| |SSP (four entries) |
| |Included |
| |Included |
| | |
| | |
| |SSS (one entry) |
| |Included |
| |Included |
| | |
| | |
| |125 (one entry) |
| |Incorrectly excluded from the report |
| |Included |
| | |
| | |
| |401k (one entry) |
| |Incorrectly excluded from the report |
| |Included |
| | |
| | |
| | |
| | |
| |(Patch 22018908) |
Canadian SQRs delivered in Tax Update 16-A for Release 9.1
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.
|SQR |Description |
|CTX910LD.SQR |CTX910LD.SQR loads employee year-to-date tax, earnings, and deduction balances, as well as other |
| |information required for reporting to the year-end slip records in the database. The program is |
| |modified to ensure that the table aliases are consistent throughout the changes introduced in Tax |
| |Update 15-E. Prior to the modifications, errors were being generated when executing the program on a |
| |SQL Server platform due to inconsistent table aliases. |
| | |
| |(Patch 22346889; posted to My Oracle Support as Patch 22347233 on |
| |17 December 2015) |
| | |
|CTX910RM.SQR |CTX910RM.SQR produces a file in XML format for reporting of original, amended, and cancelled RL-1 |
| |information. The program is modified to support RL-1 magnetic media reporting changes to the Version |
| |Schema, Certification No, Partner ID and Product ID for tax year 2015. |
| | |
| |(Patch 21903022) |
| | |
|CTX910RP.SQR |CTX910RP.SQR produces formatted laser RL-1 slips with a variety of sort options. Processing type |
| |options provide for original, amended, and cancelled slips, as well as the reprinting of duplicate |
| |slips. The program is modified to: |
| |Include a second serial number on the RL-1 PDF slips to reflect the slip template on the Revenu Québec|
| |website. |
| | |
| |(Patch 21341694) |
| | |
| |Embed the Revenu Québec authorization number FS1501080 into the program for printing onto the BI |
| |Publisher generated RL-1 slips in PD format. |
| | |
| |(Patch 21903050) |
| | |
|CTX910VM.SQR |CTX910VM.SQR produces a file in XML format for reporting of original, amended, and cancelled RL-2 |
| |information. The program is modified to support RL-2 magnetic media reporting changes to the Version |
| |Schema, Certification No, Partner ID and Product ID for tax year 2015. |
| | |
| |(Patch 21903022) |
| | |
|CTX910VP.SQR |CTX910VP.SQR produces formatted laser RL-2 slips with a variety of sort options. Processing type |
| |options provide for original, amended, and cancelled slips, as well as the reprinting of duplicate |
| |slips. The program is modified to: |
| |Include a second serial number on the RL-2 PDF slips to reflect the slip template on the Revenu Québec|
| |website. |
| | |
| |(Patch 21341694) |
| | |
| |Embed the Revenu Québec authorization number FS1502038 into the program for printing onto the BI |
| |Publisher generated RL-2 slips in PD format. |
| | |
| |(Patch 21903050) |
| | |
|CTX910XM.SQR |CTX910XM.SQR produces an XML file for electronic internet reporting of original, amended (including |
| |cancelled) and reissued T4 and T4A information. It also produces a corresponding summary report that |
| |can be used for completing required government forms and for balancing. The program is modified to |
| |support the 2015 electronic file specifications for T4A XML file reporting. |
| | |
| |(Patch 21305302; posted to My Oracle Support on 14 December 2015) |
| | |
|CTX912X.SQR |CTX912X.SQR produces a T4 and/or T4A electronic reporting audit that reflects the data reported on the|
| |transmitter record of the XML file. Accumulated totals and summary record pages are provided for |
| |balancing purposes. The program is modified to support new T4A code 196 “Tuition Assistance – Basic |
| |Adult Education” for 2015 reporting. |
| | |
| |(Patch 22302119) |
| | |
Appendix: Object Changes delivered in Tax Update 16-A
BI Publisher Data Definitions:
|Data Source ID |Description |900 |910 |
|PYRL115 |Patch 22012358 | |[pic] |
| |Added new Data Source Definition for 2015. | | |
|PYRL215 |Patch 22012358 | |[pic] |
| |Added new Data Source Definition for 2015. | | |
|PYW2C15 |Patch 22264873 |[pic] |[pic] |
| |Added new Data Source Definition for 2015. | | |
BI Publisher Report Definitions:
|Report Name |Description |900 |910 |
|PYRL115N_EE |Patch 22012358 | |[pic] |
| |Added new RL-1 Employee print template for 2015. | | |
|PYRL115S_EE |Patch 22012358 | |[pic] |
| |Added new RL-1 Employee Self-Service print template for 2015. | | |
|PYRL115N_CO |Patch 22012358 | |[pic] |
| |Added new RL-1 Company print template for 2015. | | |
|PYRL115N_GVT |Patch 22012358 | |[pic] |
| |Added new RL-1 Government print template for 2015. | | |
|PYRL215N_EE |Patch 22012358 | |[pic] |
| |Added new RL-2 Employee print template for 2015. | | |
|PYRL215S_EE |Patch 22012358 | |[pic] |
| |Added new RL-2 Employee Self-Service print template for 2015. | | |
|PYRL215N_CO |Patch 22012358 | |[pic] |
| |Added new RL-2 Company print template for 2015. | | |
|PYRL215N_GVT |Patch 22012358 | |[pic] |
| |Added new RL-2 Government print template for 2015. | | |
|PYW2C15N_CO |Patch 22264873 |[pic] |[pic] |
| |Added new W2-C Company print template for 2015. | | |
|PYW2C15N_EE |Patch 22264873 |[pic] |[pic] |
| |Added new W2-C Employee print template for 2015. | | |
|PYW2C15N_GVT |Patch 22264873 |[pic] |[pic] |
| |Added new W2-C Government print template for 2015. | | |
|PYW2C15S_EE |Patch 22264873 |[pic] |[pic] |
| |Added new W2-C Employee Self-Service print template for 2015. | | |
|PYW2C15N_CO_1 |Patch 22264873 |[pic] |[pic] |
| |Added new W2-C Company print template for 2015. | | |
|PYW2C15N_EE_1 |Patch 22264873 |[pic] |[pic] |
| |Added new W2-C Employee print template for 2015. | | |
|PYW2C15N_GVT_1 |Patch 22264873 |[pic] |[pic] |
| |Added new W2-C Government print template for 2015. | | |
|PYW2C15S_EE_1 |Patch 22264873 |[pic] |[pic] |
| |Added new W2-C Employee Self-Service print template for 2015. | | |
BI Publisher Template Definitions:
|Template ID |Description |900 |910 |
|PYRL115N_EE_1 |Patch 22012358 | |[pic] |
| |Added new RL-1 Employee print template for 2015. | | |
|PYRL115S_EE_1 |Patch 22012358 | |[pic] |
| |Added new RL-1 Employee Self-Service print template for 2015. | | |
|PYRL115N_CO_1 |Patch 22012358 | |[pic] |
| |Added new RL-1 Company print template for 2015. | | |
|PYRL115N_GVT_1 |Patch 22012358 | |[pic] |
| |Added new RL-1 Government print template for 2015. | | |
|PYRL215N_EE_1 |Patch 22012358 | |[pic] |
| |Added new RL-2 Employee print template for 2015. | | |
|PYRL215S_EE_1 |Patch 22012358 | |[pic] |
| |Added new RL-2 Employee Self-Service print template for 2015. | | |
|PYRL215N_CO_1 |Patch 22012358 | |[pic] |
| |Added new RL-2 Company print template for 2015. | | |
|PYRL215N_GVT_1 |Patch 22012358 | |[pic] |
| |Added new RL-2 Government print template for 2015. | | |
Components:
|Name |Description |881 |890 |900 |910 |
|RUN_TAX962VD (USA) |Patch 22114158 | | | |[pic] |
| |Added new component. | | | | |
|RUN_TAX810SD-WY (USA) |Patch 21889560 |[pic] |[pic] |[pic] |[pic] |
| |Removed page RUNCTL_TAX810WV. | | | | |
Fields:
|Name |Description |881 |890 |900 |910 |
Menus:
|Name |Description |881 |890 |900 |910 |
|MANAGE_ANNUAL_TAX_RPTG_US |Patch 22114158 | | | |[pic] |
| |Added VIRGIN_ISLANDS_AUDIT_MMREF menu item to Report Bar. | | | | |
Message Catalog:
|Message Set Number |Message Number |Description |881 |890 |900 |910 |
|2002 |1170 |Patch 22114158 | | | |[pic] |
| | |Added new message. | | | | |
Pages:
|Name |Description |881 |890 |900 |910 |
|RUNCTL_TAX962VD |Patch 22114158 | | | |[pic] |
| |Added new page. | | | | |
|RUNCTL_TAX810SD |Patch 21889560. |[pic] |[pic] |[pic] |[pic] |
| |Modified Activate PeopleCode. | | | | |
|RUNCTL_TAX810WY |Patch 21889560. |[pic] |[pic] |[pic] |[pic] |
| |Modified Activate PeopleCode. | | | | |
Portal Registry Structures:
|Name |Description |881 |890 |900 |910 |
|HC_RUN_TAX962VD_USA |Patch 22114158 | | | |[pic] |
| |Added new portal registry structure. | | | | |
Process Definitions:
|Name |Description |881 |890 |900 |910 |
|TAX962VD |Patch 22114158 | | | |[pic] |
| |Added new process definition. | | | | |
Records:
|Name |Field |Description |Create/ Alter |881 |890 |900 |910 |
|ADDL_PAY_ERNCD |ERNCD |Patch 21568550 | | | | |[pic] |
| | |Modified prompt table to PY_EARNINGS_DVW. | | | | | |
|DERIVED_PAY |TX810_4_BTN2 |Patch 21889560. | |[pic] |[pic] |[pic] |[pic] |
| | |Modified FieldChange PeopleCode. | | | | | |
|PY_EARNINGS_DVW | |Patch 21568550 | | | | |[pic] |
| | |Modified SQL definition. | | | | | |
|PY_EARNINGS_VW | |Patch 21568550 | | | | |[pic] |
| | |Modified SQL definition. | | | | | |
|RC_QTR_UI |DISKETTE_TYPE |Patch 21889560 | |[pic] |[pic] |[pic] |[pic] |
| | |Modified FieldChange PeopleCode. | | | | | |
|RC_QTR_UI |REPORTING_MEDIUM |Patch 22144037 | | | | |[pic] |
| | |Modified FieldChange, RowInit, SaveEdit | | | | | |
| | |and SavePreChange PeopleCode. | | | | | |
|RC_QTR_UI |REPORTING_MEDIUM |Patch 21889560 | |[pic] |[pic] |[pic] |[pic] |
| | |Modified RowInit, SaveEdit PeopleCode. | | | | | |
Security (Permission Lists):
|Menu |Menu Item |Description |881 |890 |900 |910 |
|MANAGE_ANNUAL_TAX_RPTG_US |VIRGIN_ISLANDS_AUDIT_MMREF |Patch 22114158 | | | |[pic] |
| | |Added new menu item | | | | |
| | |to HCCPPY1000 | | | | |
| | |and HCPFGALLP. | | | | |
-----------------------
[pic]
Use the “Others” run control page to run TAX810WV.SQR.
The separate run control page for
West Virginia is removed.
................
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