9 - peoplesoft payroll tax update 10-faupsp2.anderson.edu/uploads/docs/old/tax10f900-notes.doc ·...

PEOPLESOFT PAYROLL FOR NORTH AMERICA

TAX UPDATE 10-FTAX UPDATE NOTES - RELEASE 9

PeopleSoft Payroll’s Tax Update 10-F includes updates to U.S. and Canadian tax tables, COBOL program 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 changes

A summary of the SQRs delivered with this tax update

An appendix of object changes delivered with this tax update

For Release 9, the tax update package also includes the following documentation files:

UPD813289_INSTALL.htm “PeopleSoft Application Update Installation Instructions” Resolution_813289.xls List of object changes delivered with Tax Update 10-FUPD813289_CODECHANGES.rtf PS Print Project Report for Release 9

You must follow the instructions in the UPDxxxxxx_INSTALL.htm document to apply the object changes listed in the Resolution_xxxxxx.xls spreadsheet before applying the COBOL and store statement changes, running the DataMover scripts, or using the SQRs delivered in this tax update. Before applying Tax Update 10-F, you must apply all previous tax updates.

Unless otherwise indicated by a specific posting date, Report IDs referenced in these tax update notes have not been posted to MyOracle Support.

P E O P L E SO F T PR O P R I E T A R Y A N D C O N F I D E N T I A L TAX 10F900 - N O T E S .D O C - 1

P E O P L E SO F T PA Y R O L L T A X UP D A T E 10-F - R E L E A S E 9 D E C E M B E R 10 , 2010

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2 – TAX10F900 -N O T E S . D O C PE 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

D E C E M B E R 10 , 2010 P E O P L E SO F T PA Y R O L L T A X UP D A T E 10-F – R E L E A S E 9

Updating Your Tables

Tax Update 10-F includes the following files for updating the tables in your PeopleSoft Payroll system.

File Contentsupd813289_01.datupd813289_01.dms

U.S. tax table updates

upd813289_02.datupd813289_02.dms

Canadian tax table updates

upd813289_03.datupd813289_03.dms

Updates to Country Code for 1042 on Country Table-HR

(Report ID 1987827000)

upd813289_04.datupd813289_04.dms

(U.S. only)

Tax Form Definitions Table and Tax Form Print Parameters Table entries for Puerto Rico year-end processing

(Report ID 2006144000)

upd813289_05.datupd813289_05.dms

Strings table

upd813289_06.dms Database stamp

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

upd813289_07.datupd813289_07.dms

(Canada only)

2009 Tax Form Definition/Footnote Table entries

DO NOT RUN THIS SCRIPT UNLESS 2010 WILL BE THE FIRST YEAR FOR YEAR-END PROCESSING WITH PEOPLESOFT PAYROLL

(Report ID 2003582000)

upd813289_08.datupd813289_08.dms

(Canada only)

2010 Canadian Year End Slip PDF Templates for XMLP

(Report ID 2003303000)

P E O P L E SO F T PR O P R I E T A R Y A N D C O N F I D E N T I A L TAX10F900- N O T E S .D O C - 3


Both U.S. and Canadian customers should apply the strings, and database stamp updates.

The DataMover script (.dms) files identify the input data file (.dat) as well as the output log message file. The directory where DataMover looks for the input data file and the log file is specified in your Configuration Manager.

Any new-insert DataMover entries in these tax update scripts which have key values matching rows already in your database will not be applied. This condition could occur if you have already added any of the new table entries included in this tax update script on your own, such as a tax change, which was posted to MyOracle Support.



Special Notes – North America

XMLP PDF Bulk File Issue with PT 8.50.10

For customers on the PeopleTools Product Patch 8.50.10 running the XMLP versions of year-end forms or slips, the generated PDF bulk file contained only the last employee in the batch; records for the remainder of the employees were missing from the file.

This issue is resolved in PeopleTools 8.50.11. For more details, please use the following link to refer to the Patch Notes for Report ID 1954857000 (Save XMLP Global Properties page to enable new psxp_pdf_optimized property). https://psft-updates.oracle.com/ice/Resolutions/834841/PT85010UserDoc_Rev6.htm


https://psft-updates.oracle.com/ice/Resolutions/834841/PT85010UserDoc_Rev6.htm


Special Notes – Canadian Year-End Reporting 2010

T4A Slip Redesign

The Canada Revenue Agency (CRA) has redesigned the 2010 version of the T4A slip to simplify reporting requirements, to reduce the burden for the filer, and to increase data quality. The slip has been converted from the existing fixed field format design to a generic style similar to the T4 slip, using a 3-character box code format. As a result, footnote codes and explanations are no longer required.

Prior to the first pay period of 2011, modify all earnings codes for Eligible and Non-Eligible Retiring Allowances to ‘Subject to CIT’ only. This will ensure that these earnings are reported on the T4 slip in the subsequent years.

For further information on the T4A slip redesign, please refer to the CRA website at http://www.cra-arc.gc.ca/tx/bsnss/tpcs/pyrll/rtrns/t4a/slp-rdsgn-eng.html .

Note: Starting with the 2010 tax reporting year, employers must obtain the pre-printed single page government supplied forms as the former PeopleSoft designed form flash is no longer in use.

Reporting of Retiring Allowances

Effective with the 2010 taxation year, eligible and non-eligible retiring allowances (including those amounts paid to Status Indians) are to be reported on the T4 slip instead of the T4A slip. This will reduce the burden of filing both a T4 slip and a T4A slip for many filers.

The Tax Form Definition Table for the T4 Slip should be used to map: Eligible Retiring Allowances to Box 66 Non-Eligible Retiring Allowances to Box 67 Status Indian – Eligible Retiring Allowances to Box 68 Non-Eligible Status Indian Retiring Allowances to Box 69

Eligible Retiring Allowances (Box 66) If earnings are not ‘Subject to CIT’ and are not ‘Subject to T4A’, then these earnings will be

reported only in Box 66 of the T4 slip as defined on the Tax Form Definition table. If earnings are ‘Subject to CIT’ and ‘Subject to T4A’, then the earnings will be reported in Boxes

14 and 66 of the T4 slip and the taxes in Box 022 of the T4A slip. Since this setup will require a balance adjustment to reduce the amount in Box 14, a workaround will be made available for customers to use instead of the required manual entries.

If earnings are ‘Subject to CIT’, then the earnings will be reported in Boxes 14 and 66. The same workaround mentioned above will be available.

Non-Eligible Retiring Allowances (Box 67) If earnings are ‘Subject to CIT’ and/or ‘Subject to T4A’, then these earnings will be reported in

Boxes 14 and 67 of the T4 slip. The year-end load program has been modified to reduce Box 14 by the amount reported in Box 67. The taxes withheld from these payments will be reported in Box 022 of the T4A slip.


http://www.cra-arc.gc.ca/tx/bsnss/tpcs/pyrll/rtrns/t4a/slp-rdsgn-eng.html


Step 1: Updating the Tax Form Definition and Footnote Tables for 2009

NEW PeopleSoft Payroll Users only (processing Year End in PeopleSoft Payroll for the first time in 2010)

If 2010 will be your first year producing year-end slips for Canadian employees using PeopleSoft Payroll, run the DataMover script upd813289_07.dms to add 2009 entries to the Tax Form Definition and Footnote Tables.

Running this script will ensure that your Tax Form Definition and Footnote Tables are current up through 2009 and ready for the 2010 year-end changes described in Step 2 below.

IMPORTANT: Employers who completed year-end processing and produced Canadian year-end slips for tax year 2009 using PeopleSoft Payroll must NOT apply the DataMover script upd813289_07.dms.

Step 2: Updating the Tax Form Definition and Footnote Tables for 2010

ALL PeopleSoft Payroll Users

To update your Tax Form Definition and Footnote Tables for 2010 year-end reporting, use the following instructions.

T4 Reporting

If you have not already added a row earlier in the year to your Tax Form Definition table for 2010 T4 reporting, then add this row now. In Update/Display mode in the Tax Form Definition table, bring up the row in the table for Form T4 Slip that has an effective date of 01/01/2009. Add a new row into the table that duplicates all of your 2009 entries by selecting the Add (+) button in the “Effective Date” group box. Change the effective date for this newly inserted row to 01/01/2010. Review the entries in the 01/01/2010 row and redefine earnings/deductions associated with the existing boxes, if required. Save this new entry.

For 2010, there are five new codes for reporting on theT4 slip. Follow these steps to add the new codes to your Tax Form Definition table:

In Correction mode, bring up the new entry dated 01/01/2010 in your Tax Form Definition table for Form T4 Slip. Select the “Box” group box and Add (+) an entry into the table for the new box. Enter the long and short descriptions as indicated below, and define the appropriate earnings/deductions for the code. Save the changes.

New Box

Long Description Short Description

66 Eligible Retiring Allowances Code 6667 Non-Elig Retiring Allowances Code 6768 Stat Ind Elig Retiring Allow Code 6869 Stat Ind Non-Elig Ret Allow Code 6986 Security Options Election Code 86

In Correction mode, bring up the new entry dated 01/01/2010 in your Tax Form Definition table for Form T4 Slip. Select Box 85 and modify the Short Description as indicated below. Redefine the appropriate earnings/deductions for the box if needed. Save the changes.



Existing Box

Old Short Description New Short Description

85 Pvt Health Code 85

T4A Reporting

If you have not already added a row earlier in the year to your Tax Form Definition table for 2010 T4A reporting, then add this row now. In Update/Display mode in the Tax Form Definition table, bring up the row in the table for Form T4A Slip that has an effective date of 01/01/2009. Add a new row into the table that duplicates all of your 2009 entries by selecting the Add (+) button in the “Effective Date” group box. Change the effective date for this newly inserted row to 01/01/2010.

Due to the T4A slip redesign, the following table represents the complete set of boxes to be used effective January 1, 2010. This set replaces the entire set of boxes that was used for 2009. Please enter the new 3-character box numbers, change the long and short descriptions as required, and carefully review and redefine the earnings/deductions associated with each box. Save the new 2010 entry when you are satisfied with all of your changes.

Note: Not every box identified below will require earnings or deductions associated with it. Refer to the section titled “Data Sources for Tax Forms” in the “Year-End Processing 2010: Canada” document for information on the mapping of data elements for each tax form box.

For 2009 to 2010 box mapping information refer to the CRA website athttp://www.cra-arc.gc.ca/tx/bsnss/tpcs/pyrll/rtrns/t4a/nw-cds-eng.html .

New Box


016 Pension or Superannuation Pension018 Lump-Sum Payments Lump-Sum020 Self-Employed Commissions Commission022 Income Tax Deducted Income Tax024 Annuities Annuities026 Elig Ret Allow 2009 and Prior Code 026027 Non Elig Ret Allow 2009 and Pr Code 027028 Other Income Oth Income030 Patronage Allocations Patronage032 RPP Contributions-Past Service RPP-Past034 Pension Adjustment PA036 Pension Plan Registration No. Pensn Plan040 RESP Accumulated Income Pymts RESP Accum042 RESP Educational Assist Pymts RESP Educ046 Charitable Donations Charities048 Fees for Services Srvc Fees102 Lump-Sum Non-Resident Services Lump-Sum104 Research Grants Research105 Scholarships, Bursaries, etc. Bursaries106 Death Benefit Death Ben107 WLRP Not Fully Funded by EE WLRP108 Lump-Sum From a RPP Lump-Sum109 Unreg Pension Plan Benefits Unreg Plan110 Lump-Sum Accrued to Dec31, 1971 Lump-Sum111 IAAC Payments IAAC Pymts115 DPSP Annuity/Instalment Pymts DPSPAnnuit116 Medical Travel Assistance Med Travel117 Loan Benefits Loan Bens


http://www.cra-arc.gc.ca/tx/bsnss/tpcs/pyrll/rtrns/t4a/nw-cds-eng.html


New Box


118 Medical Premium Benefits Med Prem119 Group Term Life Ins Ben Prems GTLI Prem122 RESP Payments Paid to Other RESP Other123 Payments from a Revoked DPSP RevokeDPSP124 Board & Lodging Benefits Lodging125 Disabl Ben Pd Superann/Pen Pln Disabl Ben126 RPP Contributions Pre 1990 RPP Pre90127 Veteran’s Benefit Veteran129 Tax Deferred Coop Share Coop Share130 Apprenticeship Grant Apprentice131 Reg Disability/Savings Plan Dis Svgs132 Wage Earner Protection Program Wage Prot133 Variable Pension Benefits Var Pens134 Tax-Free Savings Acct Taxable TFSA Txble135 Private Health Plan Prems Paid Prvt Hlth142 Stat Indian Elig Ret Allowance StatIndian143 Stat Indian Non Elig Ret Allow StatIndian144 Status Indian Other Income StatIndian146 Status Indian Pension/Superann StatIndian148 Status Indian Lump-Sum Pymts StatIndian150 Labour Adj Benefits Act Labour Adj152 SUBP Qualified Under Tax Act SUBP154 Cash Award or Prize from Payer Cash Award156 Bankruptcy Settlement Bankruptcy158 Lump-Sum Not Elig for Transfer Lump-Sum180 Lump-Sum from a DPSP Lump-Sum190 Lump-Sum From Unregistered Pln Lump-Sum

For 2010, all footnotes are to be deleted. Navigate to the Tax Form Footnote table entry dated 01/01/2010 for Form T4A Slip. Select the “Box” group box and Delete (-) every footnote entry date 01/01/2010. Save the changes.

RL-1 Reporting

If you have not already added a row earlier in the year to your Tax Form Definition table for 2010 RL-1 reporting, then add this row now. In Update/Display mode in the Tax Form Definition table, bring up the row in the table for Form RL-1 Slip that has an effective date of 01/01/2009. Add a new row into the table that duplicates all of your 2009 entries by selecting the Add (+) button in the “Effective Date” group box. Change the effective date for this newly inserted row to 01/01/2010. Review the entries in the 01/01/2010 row and redefine earnings/deductions associated with the existing boxes, if required. Save this new entry.

At this time, we are unaware of any changes affecting the Tax Form Definition table for the RL-1 slip.

RL-2 Reporting

If you have not already added a row earlier in the year to your Tax Form Definition table for 2010 RL-2 reporting, then add this row now. In Update/Display mode in the Tax Form Definition table, bring up the row in the table for Form RL-2 Slip that has an effective date of 01/01/2009. Add a new row into the table that duplicates all of your 2009 entries by selecting the Add (+) button in the “Effective Date” group box. Change the effective date for this newly inserted row to 01/01/2010. Review the entries in the 01/01/2010 row and redefine earnings/deductions associated with the existing boxes, if required. Save this new entry.



At this time, we are unaware of any changes affecting the Tax Form Definition table for the RL-2 slip.

Updating the Tax Form XMLP Options & Year End Form Options Tables for 2010

Follow these steps to update the Tax Form XMLP Options and Year End Form Options tables for 2010:

1. Run the DataMover script upd813289_08.dms to update the Tax Form XMLP Options Table with 2010 year-end form PDF templates for T4 and T4A XMLP processing.

2. Update the Year End Form Options Table for XMLP processing by manually adding a new row for Tax Year 2010 for each reporting company as illustrated below

Year End Form Options page – Tax Form ID T4A Slip

10 – TAX 10F900 - N O T E S .D O C PE 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


Year End Form Options page – Tax Form ID T4 Slip

Refer to the section on “Self Service Electronic T4/T4A Year-End Slips” in the “Year End Processing 2010: Canada” guide for further information regarding this functionality.

P E O P L E SO F T PR O P R I E T A R Y A N D C O N F I D E N T I A L TAX 10F900-N O T E S . D O C - 11


Special Note – U.S. Year End Reporting 2010

Form 1042-S Reporting

TAX950.SQR will be redelivered in Tax Update 11-A with modifications to resolve printing alignment issues related to Form 1042-S processing for tax year 2010. Employers should not attempt to run TAX950.SQR for 2010 Form 1042-R reporting until after they have applied the updated version of TAX950.SQR delivered in Tax Update 11-A.

Form 1099-R Reporting

TAX930PM.SQR will be redelivered in Tax Update 11-A with modifications to support Form 1099-R processing for tax year 2010. Employers should not attempt to run TAX930PM.SQR for 2010 Form 1099-R reporting until after they have applied the updated version of TAX930PM.SQR delivered in Tax Update 11-A.

Ordering W-2 Forms for Tax Year 2010

RR Donnelley has updated their website with information on year-end tax forms for 2010:

http://www.rrd.com/wwwPeopleSoft/

In preparing to order W-2 forms for tax year 2010, 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 13 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 13 characters.

States that are currently known to issue Employer Identification Numbers that exceed 13 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 13 characters in length.

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

Employers who report W-2 data to New Jersey should be aware that, because of the unusually large number of data items that New Jersey requires to be separately 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 new requirement 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.


http://www.rrd.com/wwwPeopleSoft/


Special Notes – U.S.

HIRE Act - Employer Payroll Tax Exemption Scheduled to Expire

The Hiring Incentives to Restore Employment (HIRE) Act, which became law on March 18, 2010, included a provision exempting employers from paying the employer’s 6.2 % share of social security (OASDI) tax on wages that would otherwise be subject to the tax (i.e., taxable wages up to the annual social security wage base) that were paid to qualified employees from March 19, 2010, through December 31, 2010. Product modifications were delivered in Tax Update 10-C to support the employer payroll tax exemption provision of the HIRE Act.

As of the time that this tax update was finalized, the HIRE Act payroll tax exemption was scheduled to expire on December 31, 2010, although a possible extension of some HIRE Act provisions had been discussed by Congress. Expiration of the HIRE Act payroll tax exemption would mean that wages paid to qualified employees on or after January 1, 2011, would no longer be eligible for the payroll tax exemption, and would once again be subject to the employer’s 6.2 % share of social security tax.

If the HIRE Act payroll tax exemption is renewed or extended, legislation and IRS regulations will be reviewed for any additional product modifications that may be necessary.

If the HIRE Act payroll tax exemption is not extended and does expire on December 31, 2010, then employers will need to take the following steps to ensure that the employer 6.2 % portion of Social Security tax is once again correctly calculated on all wages paid on or after January 1, 2011 to employees formerly eligible for the HIRE Act payroll tax exemption.

1. You must re-set the value of the FICA Status field on Job Data for each employee who was identified as eligible for the HIRE Act payroll tax exemption in tax year 2010. Insert a new row in Job Data with Effective Date = 01/01/2011, and change the FICA Status field on the Job Data/Payroll page from ER FICA Exmpt to Subject, as shown on the following page of this document.

You must re-set the employee’s FICA Status after the processing of the final payment of wages with a check date on or before 12/31/2010, and before the calculation of the first payment of wages with a check date of 01/01/2011 or later.

Failure to correctly reset an employee’s FICA Status to Subject before the calculation of the first payment of wages with a check date of 01/01/2011 or later will mean that the employer portion of the Social Security tax due on the employee’s wages paid in 2011 will not be correctly accumulated and reported.

For multiple-job employees, you must reset FICA Status = Subject for each job.

2. You should re-set the value of the FICA Status field on Job Data to Subject before creating Paysheets for payrolls which will issue payments with a check date of 01/01/2011 or later. If scheduling needs and/or the uncertainty over the expiration of the HIRE Act require that you create Paysheets for 2011 check dates prior to re-setting the FICA Status field to Subject on Job Data, then you will need to correct the employee’s FICA Status on Paysheet-Additional Data before running the payroll calculation.

If before completing step 1 above you have already created Paysheets for employees while their FICA Status was still set to ER FICA Exmpt for any pay periods for which the check date will be 01/01/2011 or later, then before calculating the payroll, you must access the Paysheets and manually change the FICA Status value to Subject on Paysheet-Additional Data, as shown on the second following page of this document.



Job Data-Payroll page showing FICA Status = ER FICA Exmpt (HIRE Act payroll tax exemption in effect)

Job Data-Payroll page showing FICA Status = Subject (HIRE Act payroll tax exemption expired)



Paysheet – Additional Data showing FICA Status = H (ER FICA Exmpt)(HIRE Act payroll tax exemption in effect)

Paysheet – Additional Data showing FICA Status = N (Subject)(HIRE Act payroll tax exemption expired)


Translate value H = ER FICA Exmpt

Translate value N = Subject


Termination of Advance Earned Income (AEIC) Payments

HR 1586 (Public Law 111-226, Section 219), signed into law on August 10, 2010, terminates the Advance Earned Income Credit (AEIC) program effective January 1, 2011.

http://frwebgate.access.gpo.gov/cgi-bin/getdoc.cgi?dbname=111_cong_bills&docid=f:h1586enr.txt.pdf

The AEIC payment programs of Indiana and Wisconsin will also terminate effective January 1, 2011, because the AEIC payment amounts of these states were calculated based on the calculated dollar amount of the employee’s U.S. Federal AEIC payment.

After January 1, 2011, employers should no longer accept IRS Form W-5, Indiana Form WH-5, or Wisconsin Form WT-5 from employees, and there is no longer any need to run the W-5 Workflow Process.

Tax Update 10-F delivers State Tax Table entries to delete all of the values previously used in the calculation of U.S. Federal, Indiana, and Wisconsin AEIC payments.

In addition to applying these table changes delivered in this tax update, employers must also add new Tax Data records for all employees who previously received advance EIC payments, clearing or resetting the fields which identified the employees as eligible to receive AEIC payments, as shown in the following examples. This step is required to prevent the system from continuing to track AEIC-associated wages.

For employees who previously received U.S. Federal AEIC payments, insert new Tax Data records dated 01/01/2011 showing Earned Income Credit Status = Not applicable on the Federal Tax Data page.





Set Earned Income Credit = Not applicable


For employees who previously received Indiana AEIC payments, insert new Tax Data records dated 01/01/2011 showing the Earned Income Credit checkbox as Not Selected on the State Tax Data page for Indiana.


Deselect the Earned Income Credit checkbox.



For employees who previously received Wisconsin AEIC payments, insert new Tax Data records dated 01/01/2011 showing the Earned Income Credit checkbox as Not Selected on the State Tax Data page for Wisconsin.

(Report ID 2012202000)




U.S. Changes

Federal / State Tax Table

State Effective Date of Table Entry

Table Update Description

$E 01/01/2011 A table entry dated 01/01/2011 is delivered to discontinue the calculation of Advance Earned Income Credit payments. HR 1586 (Public Law 111-226, Section 219), signed into law on August 10, 2010, terminates Advance Earned Income Credit payments effective January 1, 2011.


(Report ID 2012202000)

AZ 01/01/2011 The state minimum wage is increased to $ 7.35 per hour.

http://www.ica.state.az.us/PublicNotices/LABOR_MinimumWagePressRelease_2011.pdf

(Report ID 2036291000)

CA 01/01/2011 1. Withholding tax changes effective January 1, 2011, as published by the California Employment Development Department.

http://www.edd.ca.gov/pdf_pub_ctr/11methb.pdf

2. For 2011, the tax rate for California State Disability Insurance is increased to 1.2 % of taxable wages. The taxable wage base for California State Disability Insurance remains unchanged at $93,316.

http://www.edd.ca.gov/Payroll_Taxes/Rates_and_Withholding.htm#2011UIETTandSDIRates

(Report ID 2029192000)


http://www.edd.ca.gov/Payroll_Taxes/Rates_and_Withholding.htm#2011UIETTandSDIRates

http://www.edd.ca.gov/pdf_pub_ctr/11methb.pdf

http://www.ica.state.az.us/PublicNotices/LABOR_MinimumWagePressRelease_2011.pdf






CO 01/01/2011 The state minimum wage is increased to $ 7.36 per hour.

http://www.colorado.gov/cs/Satellite/CDLE-LaborLaws/CDLE/1248095305236

(Report ID 2036291000)

HI 01/01/2011 The state unemployment taxable wage base is decreased to $ 34,200 for 2011.

http://hawaii.gov/labor/ui/ui-quick-facts/tax-rates-and-weekly-benefit-amt

(Report ID 2036331000)

.

IA 01/01/2011 The state unemployment taxable wage base is increased to $ 24,700 for 2011.

http://www.iowaworkforce.org/ui/uiemployers.htm

(Report ID 2036331000)

IL 01/01/2011 The state unemployment taxable wage base is increased to $ 12,740 for 2011.

http://www.ides.state.il.us/employer/uitax.asp

(Report ID 2036331000)

IN 01/01/2011 1. The state unemployment taxable wage base is increased to $ 9,500 for 2011.

http://www.in.gov/dwd/2558.htm

(Report ID 2036331000)

2. Values previously used in the calculation of Advance Earned Income Credit payments for Indiana are deleted.

(Report ID 2012202000)


http://www.in.gov/dwd/2558.htm

http://www.ides.state.il.us/employer/uitax.asp

http://www.iowaworkforce.org/ui/uiemployers.htm

http://hawaii.gov/labor/ui/ui-quick-facts/tax-rates-and-weekly-benefit-amt

http://www.colorado.gov/cs/Satellite/CDLE-LaborLaws/CDLE/1248095305236




KY 01/01/2011 Withholding tax change effective January 1, 2011: For tax year 2011, the standard deduction amount used in the Kentucky state withholding tax calculation is increased from $2,210 to $2,240.

http://revenue.ky.gov/NR/rdonlyres/09DFFDB8-0295-479C-B5D8-87000A291096/0/7_201142A003T.pdf

http://revenue.ky.gov/NR/rdonlyres/E0EED0FE-5D18-4193-A1D1-94F6F4E76B88/0/KYTaxAlertSeptember2010.pdf

(Report ID 2033290000)

MI 01/01/2011 Withholding tax change effective January 1, 2011: For tax year 2011, the annual personal exemption amount used in the Michigan state withholding tax calculation is increased from $3,600 to $3,700. The withholding tax rate remains unchanged at 4.35%.

http://www.michigan.gov/documents/taxes/446_FINAL_336590_7.pdf

(Report ID 2032551000)

MN 01/01/2011 Withholding tax changes effective January 1, 2011 as published by the Minnesota Department of Revenue.

http://taxes.state.mn.us/software_developers/documents/formula_11.pdf

(Report ID 2031445000)

MS 01/01/2011 The state unemployment taxable wage base is increased to $ 14,000 for 2011, as per Mississippi H.B. 1718

http://billstatus.ls.state.ms.us/2010/pdf/history/HB/HB1718.xml

(Report ID 2036331000)


http://billstatus.ls.state.ms.us/2010/pdf/history/HB/HB1718.xml

http://taxes.state.mn.us/software_developers/documents/formula_11.pdf

http://www.michigan.gov/documents/taxes/446_FINAL_336590_7.pdf



http://revenue.ky.gov/NR/rdonlyres/09DFFDB8-0295-479C-B5D8-87000A291096/0/7_201142A003T.pdf




MT 01/01/2011 1. The state minimum wage is increased to $ 7.35 per hour.

http://dli.mt.gov/media/releases/10012010minWage.pdf

(Report ID 2036291000)

2. The state unemployment taxable wage base is increased to $ 26,300 for 2011.

http://uid.dli.mt.gov/TAX/wagebase.asp

(Report ID 2036331000)

ND 01/01/2011 The state unemployment taxable wage base is increased to $ 25,500 for 2011.

http://www.jobsnd.com/jsnd/jobsnd/insurance/employers.html

(Report ID 2036331000)

NH 01/01/2011 The state unemployment taxable wage base is increased to $ 12,000 for 2011.

http://www.nh.gov/nhes/faq/faq_employer_tax.htm#2

(Report ID 2036331000)

NJ 01/01/2011 The taxable wage base for state disability, family leave insurance, and unemployment insurance programs is decreased to $ 29,600 for 2011. The employee tax rate for family leave Insurance is decreased to 0.000600 for 2011. The following employee tax rates remain unchanged for 2011:

0.005000 Disability Insurance (D.I.)0.003825 Unemployment Insurance (U.I.)0.000250 Workforce Development Partnership Fund (W.D.P. F.)0.000175 Supplemental Workforce Assessment Fund (S.W.A.F.)

http://lwd.dol.state.nj.us/labor/employer/ea/rates/ea2011.html

(Report ID 2032345000)


http://lwd.dol.state.nj.us/labor/employer/ea/rates/ea2011.html

http://www.nh.gov/nhes/faq/faq_employer_tax.htm#2

http://www.jobsnd.com/jsnd/jobsnd/insurance/employers.html

http://uid.dli.mt.gov/TAX/wagebase.asp

http://dli.mt.gov/media/releases/10012010minWage.pdf




NM 01/01/2011 The state unemployment taxable wage base is increased to $ 21,900 for 2011.

http://www.workforceconnection.state.nm.us/dws-newstax.html

(Report ID 2036331000)

NV 01/01/2011 The state unemployment taxable wage base is decreased to $ 26,600 for 2011.

https://uitax.nvdetr.org/crphtml/ui_information.htm

(Report ID 2036331000)

OH 01/01/2011 The state minimum wage is increased to $ 7.40 per hour.

http://com.ohio.gov/laws/docs/laws_MinimumWage2011.pdf

(Report ID 2036291000)

OK 01/01/2011 The state unemployment taxable wage base is increased to $ 18,600 for 2011.

http://www.ok.gov/oesc_web/Services/Unemployment_Insurance/Taxable_Wage_Base_and_Rates.html

(Report ID 2036331000)

OR 01/01/2011 1. The state minimum wage is increased to $ 8.50 per hour.

http://www.oregon.gov/BOLI/TA/docs/OregonMinimumWage_Eng_2011.pdf

(Report ID 2036291000)


http://www.oregon.gov/EMPLOY/TAX/2011_Tax_Rates.shtml

(Report ID 2036331000)


http://www.oregon.gov/EMPLOY/TAX/2011_Tax_Rates.shtml



http://com.ohio.gov/laws/docs/laws_MinimumWage2011.pdf

https://uitax.nvdetr.org/crphtml/ui_information.htm

http://www.workforceconnection.state.nm.us/dws-newstax.html




RI 01/01/2011 For 2011, the taxable wage base for Temporary Disability Insurance is increased to $58,400, and the employee tax rate for Temporary Disability Insurance is increased to 1.3 % of taxable wages.

http://www.dlt.ri.gov/lmi/news/quickref2011.htm

(Report ID 2036740000)

SC 01/01/2011 The state unemployment taxable wage base is increased to $ 10,000 for 2011.

http://www.sces.org/emp-tax-portal.asp

(Report ID 2036331000)

SD 01/01/2011 The state unemployment taxable wage base is increased to $ 11,000 for 2011.

http://dol.sd.gov/ui/sb186fact_sheet.pdf

(Report ID 2036331000)

UT 01/01/2011 The state unemployment taxable wage base is increased to $ 28,600 for 2011.

http://jobs.utah.gov/UI/Employer/Public/Questions/TaxRates.aspx?AspxAutoDetectCookieSupport=1

(Report ID 2036331000)




http://dol.sd.gov/ui/sb186fact_sheet.pdf

http://www.sces.org/emp-tax-portal.asp

http://www.dlt.ri.gov/lmi/news/quickref2011.htm




VT 01/01/2011 1. The state minimum wage is increased to $ 8.15 per hour.

http://labor.vermont.gov/Portals/0/UI/WH-11%20Minimum%20Wage%20Rate.pdf

(Report ID 2036291000)


http://labor.vermont.gov/Portals/0/UI/cl15.pdf

(Report ID 2036331000)

WA 01/01/2011 1. The state minimum wage is increased to $ 8.67 per hour.

http://www.lni.wa.gov/news/2008/pr080930a.asp

(Report ID 2036291000)


http://www.esd.wa.gov/uitax/taxreportsandrates/fileandpaytaxes/taxable-wage-base.php

(Report ID 2036331000)

WI 01/01/2011 1. The state unemployment taxable wage base is increased to $ 13,000 for 2011.

http://dwd.wisconsin.gov/ui/employers/taxrates.htm

(Report ID 2036331000)

2. Values previously used in the calculation of Advance Earned Income Credit payments for Wisconsin are deleted.

(Report ID 2012202000)


http://dwd.wisconsin.gov/ui/employers/taxrates.htm

http://www.esd.wa.gov/uitax/taxreportsandrates/fileandpaytaxes/taxable-wage-base.php

http://www.lni.wa.gov/news/2008/pr080930a.asp

http://labor.vermont.gov/Portals/0/UI/cl15.pdf

http://labor.vermont.gov/Portals/0/UI/WH-11%20Minimum%20Wage%20Rate.pdf




WY 01/01/2011 The state unemployment taxable wage base is decreased to $ 22,300 for 2011.

http://doe.wyo.gov/employers/unemployment/Pages/UTDRates.aspx

(Report ID 2036331000)

Z2YonkersNY

01/01/2011 A table entry dated 01/01/2011 is delivered to correct the Low Tax values used in the Yonkers nonresident withholding tax calculation as shown below. http://www.tax.state.ny.us/pdf/publications/withholding/nys50_t2.pdf

Table entry dated 01/01/2010 BEFORE the corrections to Low Tax values:

Table entry dated 01/01/2011 AFTER the corrections to Low Tax values:

(Report ID 2029904000)


http://www.tax.state.ny.us/pdf/publications/withholding/nys50_t2.pdf

http://doe.wyo.gov/employers/unemployment/Pages/UTDRates.aspx


Summary of State UI Taxable Wage Base Limits for 2011

State2010

State UI Taxable Wage Base Limit

2011State UI Taxable Wage Base

LimitChange Delivered in Tax

UpdateAlabama 8,000 8,000 UnchangedAlaska 34,100 34,600 11-AArizona 7,000 7,000 UnchangedArkansas 12,000 12,000 UnchangedCalifornia 7,000 7,000 UnchangedColorado 10,000 10,000 UnchangedConnecticut 15,000 15,000 UnchangedDelaware 10,500 10,500 UnchangedDistrict of Columbia 9,000 9,000 UnchangedFlorida 8,500 7,000 UnchangedGeorgia 8,500 8,500 UnchangedHawaii 38,800 Decrease 34,200 10-FIdaho 33,300Illinois 12,520 12,740 10-FIndiana 9,500 9,500 10-FIowa 24,500 24,700 10-FKansas 8,000 8,000 UnchangedKentucky 8,000 8,000 UnchangedLouisiana 7,700 7,700 UnchangedMaine 12,000 12,000 UnchangedMaryland 8,500 8,500 UnchangedMassachusetts 14,000 14,000 UnchangedMichigan 9,000 9,000 UnchangedMinnesota 27,000 27,000 UnchangedMississippi 7,000 14,000 10-FMissouri 13,000 13,000 UnchangedMontana 26,000 26,300 10-FNebraska 9,000 9,000 UnchangedNevada 27,000 Decrease 26,600 10-FNew Hampshire 10,000 12,000 10-FNew Jersey 29,700 Decrease 29,600 10-FNew Mexico 20,800 21,900 10-FNew York 8,500 8,500 UnchangedNorth Carolina 19,700 19,700 UnchangedNorth Dakota 24,700 25,500 10-FOhio 9,000 9,000 UnchangedOklahoma 14,900 18,600 10-FOregon 32,100 32,300 10-FPennsylvania 8,000 8,000 UnchangedPuerto Rico 7,000 7,000 UnchangedRhode Island 19,000 19,000 UnchangedSouth Carolina 7,000 10,000 10-FSouth Dakota 10,000 11,000 10-FTennessee 9,000 9,000 UnchangedTexas 9,000 9,000 Unchanged



State2010

State UI Taxable Wage Base Limit

2011State UI Taxable Wage Base

LimitChange Delivered in Tax

UpdateUtah 28,300 28,600 10-FVermont 10,000 13,000 10-FVirgin Islands 22,200Virginia 8,000 8,000 UnchangedWashington 36,800 37,300 10-FWest Virginia 12,000 12,000 UnchangedWisconsin 12,000 13,000 10-FWyoming 22,800 Decrease 22,300 10-F

Note: January 1, 2011 tax table changes received too late to be included in Tax Update 10-F will be posted to MyOracle Support in Report ID 2028512000 in late December.

At the time this tax update was finalized, the U.S. Internal Revenue Service had not yet published any withholding tax information for tax year 2011, and although the IRS previously announced that there would be no changes to the Social Security taxable wage base or tax rates for 2011, at the time this tax update was finalized, there were indications in Congress that there may in fact be changes in Social Security tax calculations for 2011.

Table updates for U.S. Federal withholding tax changes effective January 1, 2011, as well as any Social Security tax changes that may be announced, will be made available as quickly as possible on MyOracle Support once they have been made available by the IRS.



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 re-delivered.

State/Locality

Effective Date of Table Entry


AR 01/01/2011 A new table entry is added to indicate that contributions by an employer to an employee’s Sec 401(k) retirement account are included in the definition wages for Arkansas state unemployment insurance.

Taxable Gross = UnemploymentBase Gross = FUTTaxable Gross Component ID = 401RTax Gross Effect = Adds To

http://www.dws.arkansas.gov/Employers/PDF/UI_EMPLOYER_HANDBOOK.pdf

(Report ID 2026832000)

IL 01/01/2011 A new table entry is added to indicate that contributions by an employer to an employee’s Sec 401(k) retirement account are included in the definition wages for Illinois state unemployment insurance.


http://www.ides.state.il.us/pdf/pubs/uilaw/handbook.pdf

(Report ID 2026832000)

MA 01/01/2011 A new table entry is added to indicate that contributions by an employer to an employee’s Sec 401(k) retirement account are included in the definition wages for Massachusetts state unemployment insurance.


http://www.mass.gov/Elwd/docs/dua/business/p_1614_508.pdf

(Report ID 2026832000)


http://www.mass.gov/Elwd/docs/dua/business/p_1614_508.pdf

http://www.ides.state.il.us/pdf/pubs/uilaw/handbook.pdf

http://www.dws.arkansas.gov/Employers/PDF/UI_EMPLOYER_HANDBOOK.pdf


Local Tax Table

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

IN 059 Hancock(Report ID 2029892000)

0.011000 / Resident0.003500 / Nonresident


11/01/2010

075 Jay(Report ID 2029892000)



11/01/2010

087 Lake(Report ID 2027627000)

New entry 0.000000 / Resident0.000000 / NonresidentAnnual Exemption = 1000W2 Print Name = 45Taxing Entity Code = 45

01/01/2010

OH 00450 Adelphi(Report ID 2029864000)

New entry 0.010000 / Resident0.010000 / NonresidentTaxing Entity Code = 022W2 Reporting Agency = RITA

01/01/2010

37016 Huron(Report ID 2029864000)

Taxing Entity Code = blankW2 Reporting Agency = blank

Taxing Entity Code = 385W2 Reporting Agency = RITA

correcting entry

45794 McClure(Report ID 2029864000)



correcting entry

49700 Middlefield(Report ID 2029864000)

Taxing Entity Code = 510W2 Reporting Agency = CCA


correcting entry

50134 Milan(Report ID 2029864000)



07/01/2010

50764 Mineral City(Report ID 2029864000)



correcting entry

OH 65200 Quincy(Report ID 2029864000)


07/01/2010



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

65592 Ravenna(Report ID 1976583000)


Taxing Entity Code = RAVENW2 Reporting Agency = RAVEN

correcting entry

70534 Sardinia(Report ID 2029864000)



correcting entry

76764 Thurston(Report ID 2029864000)


07/01/2010

82418 Waynesville(Report ID 2029864000)



correcting entry

P0014 Tallmadge Brimfield JEDD(Report ID 2029864000)

0.005000 / Resident0.005000 / NonresidentTaxing Entity Code = blankW2 Reporting Agency = blank

0.007500 / Resident0.007500 / NonresidentTaxing Entity Code = 137W2 Reporting Agency = RITA

01/01/2009

P0019 Warrensville Hts JEDZ(Report ID 2029864000)



07/01/2009

P0023 Youngstown Girard JEDZ(Report ID 2029864000)


01/01/2010



Local Tax Table – Pennsylvania

Tax Update 10-F includes no updates to Local Tax Table entries for Pennsylvania local tax jurisdictions.

As soon as possible after Pennsylvania Local Services Tax rate changes for January 1, 2011, are published in the “Official Register” by the Center for Local Government Services at the Pennsylvania Department of Community and Economic Development, a special posting will be made available on MyOracle Support to deliver a script to update Local Tax Table entries with the January 1, 2011 rate changes.

Note: The website of the Governor’s Center for Local Government Services in the Department of Community and Economic Development states that the Official Register will be released on December 15 for taxes which must be withheld on and after January 1, and that employers are only required to withhold taxes that are released in the Official Register on December 15.

http://www.newpa.com/get-local-gov-support/tax-information

If available, Pennsylvania Local Earned Income Tax rate changes will also be included in the special posting; otherwise, Pennsylvania Local Earned Income Tax rate changes will next be delivered in Tax Update 11-A.


http://www.newpa.com/get-local-gov-support/tax-information


Local Tax Reciprocity Table

Locality of Residence

Locality of Employment

Effective Date

Credit Reduction Percent

Credit Limit Rate

Action: New table entry added to override default table entry with Reciprocity Rule shown below

OH00450Adelphi

OH$DFLT

01/01/2010

n/a n/a Withhold both employment locality and other jurisdiction locality tax on work locality wages.

(Report ID 2029864000)

OH65200Quincy

OH$DFLT

07/01/2010


(Report ID 2029864000)

OH76764Thurston

OH$DFLT

07/01/2010


(Report ID 2029864000)



Country Table – HR (E&G)

The Country Code for 1042 field is updated for each Country Table entry listed below with the Country Code specified in IRS Pub. 1187, Specifications for Filing Form 1042-S (Rev. Proc. 2010-33).

http://www.irs.gov/pub/irs-pdf/p1187.pdf

Country Code / Country Country Code for 1042 Previous Value

Country Code for 1042 New or Corrected Value

ALA – Aland Islands (blank) OC

ARE – United Arab Emirates TC AE

BLM – Saint Barthelemy (blank) TB

ENG – England (blank) UK

KOS – Kosovo (blank) KV

MAF – Saint Martin (blank) RN

MNE – Republic of Montenegro YO MJ

NIR – Northern Ireland (blank) UK

PSE – Palestinian Territory, Occupie (blank) OC

SCT – Scotland (blank) UK

SRB – Republic of Serbia YO RB

WAL – Wales (blank) UK

YUG – Yugoslavia YO UC

(Report ID 1987827000)


http://www.irs.gov/pub/irs-pdf/p1187.pdf


Canadian Changes

Canadian Tax Table Changes

Page Province Field Old Amount

New Amount

Effective Date

CPP/QPP and EI Max Annl Pensionable Earnings (CPP)

$47,200.00 $48,300.00 01 Jan 2011

CPP/QPP and EI Max Annl Pensionable Earnings (QPP)

$47,200.00 $48,300.00 01 Jan 2011

CPP/QPP and EI Max Annual Insurable Earnings (Federal EI)

$43,200.00 $44,200.00 01 Jan 2011

CPP/QPP and EI Employee Premium Percent (Federal EI)

1.73000 1.78000 01 Jan 2011

CPP/QPP and EI Employee Reduced EI Rate (QC EI)

1.36000 1.41000 01 Jan 2011

CPP/QPP and EI Max Annual Insurable Earnings (QC EI)

$43,200.00 $44,200.00 01 Jan 2011

CPP/QPP and EI QPIP Employee Premium Percent

0.50600 0.53700 01 Jan 2011

CPP/QPP and EI QPIP Employer Premium Percent

0.70800 0.75200 01 Jan 2011

CPP/QPP and EI QPIP Max Insurable Earnings

$62,500.00 $64,000.00 01 Jan 2011

Tax Rates, Credits and Other

Federal Basic Personal Amount

$10,382.00 $10,527.00 01 Jan 2011


RPP/RRSP Limit (F Factor) $22,000.00 $22,450.00 01 Jan 2011


Annual Taxable Income (A) $40,970.00 $41,544.00 01 Jan 2011






Federal Constant (K) $2,868.00 $2,908.00 01 Jan 2011






QC Quebec Basic Personal Amount

$10,505.00 $10,640.00 01 Jan 2011


QC Annual Taxable Income (I1) $38,570.00 $39,060.00 01 Jan 2011




New Amount

Effective Date


QC Annual Taxable Income (I1) $77,140.00 $78,120.00 01 Jan 2011


QC Provincial Constant (K1) $1,542.00 $1,562.00 01 Jan 2011


QC Provincial Constant (K1) $4,628.00 $4,687.00 01 Jan 2011

Provincial Rates AB WCB Limit $77,000.00 $82,800.00 01 Jan 2011

Provincial Rates AB Basic Tax Credit Amt (TCP) $16,825.00 $16,977.00 01 Jan 2011

Provincial Rates BC WCB Limit $71,200.00 $71,700.00 01 Jan 2011

Provincial Rates BC Basic Tax Credit Amt (TCP) $11,000.00 $11,088.00 01 Jan 2011

Provincial Rates BC Annual Taxable Income (A) $35,859.00 $36,146.00 01 Jan 2011




Provincial Rates BC Prov Constant (KP) $947.00 $954.00 01 Jan 2011

Provincial Rates BC Prov Constant (KP) $2,955.00 $2,978.00 01 Jan 2011



Provincial Rates MB WCB Limit $89,000.00 $96,000.00 01 Jan 2011

Provincial Rates NB WCB Limit $56,300.00 $56,700.00 01 Jan 2011

Provincial Rates NB Tax Credit Rate (K1P) 0.09300 0.09100 01 Jan 2011

Provincial Rates NB Basic Tax Credit Amt (TCP) $8,777.00 $8,953.00 01 Jan 2011

Provincial Rates NB Annual Taxable Income (A) $36,421.00 $37,150.00 01 Jan 2011



Provincial Rates NB Prov Tax Rate (V) 0.09300 0.09100 01 Jan 2011




Provincial Rates NB Prov Constant (KP) $1,165.00 $1,115.00 01 Jan 2011



Provincial Rates NL WCB Limit $51,235.00 $51,595.00 01 Jan 2011

Provincial Rates NL Basic Tax Credit Amt (TCP) 7,833.00 $7,989.00 01 Jan 2011

Provincial Rates NL Annual Taxable Income (A) $31,278.00 $31,904.00 01 Jan 2011

Provincial Rates NL Annual Taxable Income (A) $62,556.00 $63,807.00 01 Jan 2011

Provincial Rates NL Prov Constant (KP) $1,501.00 $1,531.00 01 Jan 2011

Provincial Rates NL Prov Constant (KP) $2,002.00 $2,042.00 01 Jan 2011




New Amount

Effective Date

Provincial Rates NS WCB Limit $50,800.00 $52,000.00 01 Jan 2011

Provincial Rates NS Prov Tax Rate (V) 0.24500 0.21000 01 Jan 2011

Provincial Rates NS Prov Constant (KP) $14,113.00 $8,863.00 01 Jan 2011

Provincial Rates NT WCB Limit $75,200.00 $85,720.00 01 Jan 2011

Provincial Rates NT Basic Tax Credit Amt (TCP) $12,740.00 $12,919.00 01 Jan 2011

Provincial Rates NT Annual Taxable Income (A) $37,106.00 $37,626.00 01 Jan 2011



Provincial Rates NT Prov Constant (KP) $1,002.00 $1,016.00 01 Jan 2011



Provincial Rates NU WCB Limit $75,200.00 $82,720.00 01 Jan 2011

Provincial Rates NU Basic Tax Credit Amt (TCP) $11,714.00 $11,878.00 01 Jan 2011

Provincial Rates NU Annual Taxable Income (A) $39,065.00 $39,612.00 01 Jan 2011



Provincial Rates NU Prov Constant (KP) $1,172.00 $1,188.00 01 Jan 2011



Provincial Rates ON WCB Limit $77,600.00 $79,600.00 01 Jan 2011

Provincial Rates ON Threshold Amount (V1A) $4,006.00 $4,078.00 01 Jan 2011

Provincial Rates ON Threshold Amount (V1B) $5,127.00 $5,219.00 01 Jan 2011

Provincial Rates ON Basic Tax Credit Amt (TCP) $8,943.00 $9,104.00 01 Jan 2011

Provincial Rates ON Tax Reduction (S) $206.00 $210.00 01 Jan 2011

Provincial Rates ON Maximum LCP Credit $750.00 $375.00 01 Jan 2011

Provincial Rates ON LCP Rate 0.10000 0.05000 01 Jan 2011

Provincial Rates ON Annual Taxable Income (A) $37,106.00 $37,774.00 01 Jan 2011

Provincial Rates ON Annual Taxable Income (A) $74,214.00 $75,550.00 01 Jan 2011

Provincial Rates ON Prov Constant (KP) $1,521.00 $1,549.00 01 Jan 2011

Provincial Rates ON Prov Constant (KP) $3,013.00 $3,067.00 01 Jan 2011

Provincial Rates PE WCB Limit $47,500.00 $47,800.00 01 Jan 2011

Provincial Rates QC WCB Limit $62,500.00 $64,000.00 01 Jan 2011

Provincial Rates SK Basic Tax Credit Amt (TCP) $13,348.00 $13,535.00 01 Jan 2011

Provincial Rates SK Annual Taxable Income (A) $40,354.00 $40,919.00 01 Jan 2011

Provincial Rates SK Annual Taxable Income (A) $115,297.00 $116,911.00 01 Jan 2011

Provincial Rates SK Prov Constant (KP) $807.00 $818.00 01 Jan 2011

Provincial Rates SK Prov Constant (KP) $3,113.00 $3,157.00 01 Jan 2011




New Amount

Effective Date

Provincial Rates YT Basic Tax Credit Amt (TCP) $10,382.00 $10,527.00 01 Jan 2011

Provincial Rates YT Annual Taxable Income (A) $40,970.00 $41,544.00 01 Jan 2011



Provincial Rates YT Prov Constant (KP) $1,082.00 $1,097.00 01 Jan 2011



(Report ID 2003306000)



Tax Update 10-F - COBOL and Store Statement Changes for Release 9

All payroll users must apply all COBOL and store statement changes included in Tax Update 10-F.

Changed COBOL ModulesThis 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 StatementsThis 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 Changes are made to COBOL programs:

PSPCNTAX.CBLPSPPYNET.CBLPSPTCALC.CBLPSPUSTAX.CBLPSPYCALC.CBL

Changes are made to copy members:

PSCGRSWK.CBLPSCTXWRK.CBL

Changes are made to store statements:

(none)



Report IDs

COBOL and Store Statement changes for the following Report IDs are included in this tax update.

Unless otherwise indicated by a specific posting date, Report IDs referenced in these tax update notes have not been posted to MyOracle Support.

E&G = PeopleSoft Payroll for Education & GovernmentUSF = PeopleSoft Payroll for U.S. Federal Government

Report ID Description

1985584000E&G

Report ID 1985584000 modifies PSPPYNET.CBL, PSPTCALC.CBL, PSPYCALC.CBL, and copy member PSCGRSWK.CBL to correctly report 1042-S reportable earnings for a nonresident alien employee who also has W-2 reportable earnings and taxable benefit and/or before-tax deductions. Prior to the modifications, if a nonresident alien employee was paid both 1042-S reportable earnings and W-2 reportable earnings, the program incorrectly allocated taxable benefits and before-tax deduction amounts to both earnings types. With the modifications, the full value of taxable benefits and before-tax deductions is correctly applied only to W-2 reportable earnings, and no portion of taxable benefit or before-tax deduction amounts is incorrectly applied to 1042-S reportable earnings.

2004361000 Report ID 2004361000 modifies PSPTCALC.CBL, PSPUSTAX.CBL, and copy member PSCTXWRK.CBL to correctly calculate state taxable wages and the associated state withholding tax when an Aggregate ID is specified on an On Cycle and Off Cycle Pay Calendar Table entries in the following situations:

1. Prior to the modifications, state withholding tax was incorrectly calculated for an employee for states with withholding tax calculations that incorporate a credit for the employee’s federal withholding tax: AL, IA, MO, and OR.

2. Prior to the modifications, taxable wages for state withholding were incorrectly calculated for states that do not require income tax withholding: AK, FL, NV, NH, SD, TN, TX, WA, and WY.

2032982000 Report ID 2032982000 modifies PSPCNTAX.CBL to implement the hardcoded tax formula changes identified in the T4127 Payroll Deductions Formulas for Computer Programs (93rd edition) effective January 1, 2011.



U.S. SQRs delivered with Tax Update 10-F for Release 9

Descriptions of SQR modifications are followed by the Report ID. Unless otherwise indicated by a specific posting date, Report IDs referenced in these tax update notes have not been posted to MyOracle Support.

Annual Reporting SQRs

SQR Description

TAX910AU.SQR TAX910AU.SQR produces the Year End Data Audit Report. The program is redelivered with the following modifications:

1. Display dollar amounts for Allowances (W-2PR box 9) and Reimbursed Expenses (W-2PR box 12) under the appropriate column headings.

2. Add detail column headings and dollar amounts for Cost of Pension or Annuity (W-2PR box 06), Salaries under Act No. 324, 2004 (W-2PR box 16), Uncollected Social Security Tax on Tips (W-2PR box 22), and Uncollected Medicare Tax on Tips (W-2PR box 23).

3. Report HIRE Act Wages and Tips where applicable for Puerto Rico employees (W-2PR box 24).

Other modules redelivered in this tax update with modifications made to report HIRE Act wages for Puerto Rico employees are TAX910LD.SQR, TAX918TL.SQR, TAX960FD.SQR, TAX960PR.SQR, W2.SQC, and W2PRBOX.SQC.. (Report ID 2006144000)

TAX910LD.SQR TAX910LD.SQR loads data to year-end records. The program is modified to load HIRE Act Wages and Tips for Puerto Rico employees to W-2PR box 24 in the year-end table (PS_YE_AMOUNTS).

Other modules redelivered in this tax update with modifications made to report HIRE Act wages for Puerto Rico employees are TAX910AU.SQR, TAX918TL.SQR, TAX960FD.SQR, TAX960PR.SQR, W2.SQC, and W2PRBOX.SQC.

(Report ID 2006144000)

TAX918TL.SQR TAX918TL.SQR produces the W-3PR Transmittal Totals Report for Puerto Rico. The report is modified to display data for Form W-2PR box 24 (Wages and Tips under HIRE Act of 2010).

Other modules redelivered in this tax update with modifications made to report HIRE Act Wages for Puerto Rico employees are TAX910AU.SQR, TAX910LD.SQR, TAX960FD.SQR, TAX960PR.SQR, W2.SQC, and W2PRBOX.SQC.

(Report ID 2006144000)



SQR Description

TAX950.SQRE&G

TAX950.SQR produces Form 1042-S (paper forms or electronic file). The program is modified to report the correct 2-character value in positions 336-337 of the electronic file for the Canadian provinces of Newfoundland (NL) and Yukon (YT). Prior to the modifications, Newfoundland was incorrectly reported as NF and Yukon was incorrectly reported as YK.

Also delivered in this tax update are updates to the Country Code for 1042 field (PS_CNTRY_1042_TBL) for entries in the Country Code–HR table, to match the list of valid country codes to be reported in positions 48-49 and 338-339 of the electronic file as described in IRS Pub. 1187, Specifications for Filing Form 1042-S (Rev. Proc. 2010-33). See the earlier section of this document which describes the table changes delivered in this tax update for a detailed list of these changes.

(Report ID 1987827000)

TAX960FD.SQR TAX960FD.SQR reports W-2 wage and tax data in the EFW2 format for electronic filing to the Social Security Administration for the U.S., Puerto Rico, and the U.S. Territories. The program is modified to comply with provisions related to reporting data for Puerto Rico employees in the 2010 revision of SSA Publication EFW2, Specifications for Filing Forms W-2 Electronically, which is available on the Social Security Administration website:

http://www.ssa.gov/employer/efw/10efw2.pdf

For tax year 2010, a new field, HIRE Exempt Wages and Tips, is added to the RO Employee Record (positions 100-110) and the RU Total Record (positions 130-144). This new reporting requirement is mandated by the HIRE Act and is currently valid for tax year 2010 only. HIRE Exempt Wages and Tips consists of ER FICA OASDI taxable wages accumulated in tax classes 8 (wages) and 9 (tips), representing taxable wages paid to HIRE Act eligible employees which are exempt from the employer portion of Social Security tax.

Tax Update 10-F delivers the program modifications to support this reporting requirement for Puerto Rico employees. The corresponding program modifications to support this reporting requirement for all other (non-Puerto Rico) employees were previously delivered in Tax Update 10-E.

Other modules redelivered in this tax update with modifications made to report HIRE Act Wages for Puerto Rico employees are TAX910AU.SQR, TAX910LD.SQR, TAX918TL.SQR, TAX960PR.SQR, W2.SQC, and W2PRBOX.SQC.

(Report ID 2006144000)


http://www.ssa.gov/employer/efw/10efw2.pdf


SQR Description

TAX960LC.SQR TAX960LC.SQR reports W-2 wage and tax data to local tax agencies that accept submissions in the Social Security Administration’s EFW2 reporting format. The program is modified to support the electronic filing of local W-2 wage and tax data to the following two additional tax administrators:

Ohio – City of Ravenna (Report ID 1976583000)

The program is modified to support the electronic filing of local W-2 wage and tax data to the City of Ravenna, Ohio, in the SSA EFW2 format. The City of Ravenna requires the RA, RE, RW, RS, RT, and RF Records.

http://www.ci.ravenna.oh.us/IncomeTax/tax_rules.html

As described in the earlier Table Changes section of this document, the Local Tax Table entry for the City of Ravenna (OH-65592) is also updated to show Taxing Entity Code = RAVEN and W2 Reporting Agency = RAVEN.

Pennsylvania - Berkheimer Tax Administrator (Report ID 1958132000)

The program is modified to support the electronic filing (in the SSA EFW2 format) of local W-2 wage and tax data for the Pennsylvania local tax jurisdictions whose taxes are administered by Berkheimer Tax Administrator.

https://efile.hab-inc.com/employer/

https://efile.hab-inc.com/employer/Asset/SSW2format.doc

Note that of the several different electronic filing formats listed on the Berkheimer website, PeopleSoft Payroll for North America supports only the EFW2 format. Berkheimer also refers to the EFW2 format as the “SSW1” format on their website. For the EFW2 format, Berkheimer requires the RA, RE, RW, RS, RT, and RF Records.

Note: Local Tax Table entries for Pennsylvania local tax jurisdictions administered by Berkheimer will be updated in Tax Update 11-A to populate the Taxing Entity Code field with the Berkheimer code for each jurisdiction, and to show W2 Reporting Agency = BERK. Employers should not attempt to run TAX960LC.SQR to create a W-2 file for Berkheimer Tax Administrator until after they have applied the Local Tax Table updates delivered in Tax Update 11-A.


https://efile.hab-inc.com/employer/Asset/SSW2format.doc

https://efile.hab-inc.com/employer/

http://www.ci.ravenna.oh.us/IncomeTax/tax_rules.html


SQR Description

TAX960PR.SQRW2PRBOX.SQC

TAX960PR.SQR, in conjunction with W2PRBOX.SQC, produces the W-2PR Print File for printing annual wage and tax statements for reporting data to Puerto Rico. The programs are modified to comply with the Form 499R-2/W-2PR instructions for tax year 2010:

"Enter in Block 24 the wages and tips for which you didn't pay the employer's share of Social Security tax under the HIRE Act of 2010."

The TAX960PR.SQR .out log is also modified to display the total HIRE Act exempt wages and tips.

Other modules redelivered in this tax update with modifications made to report HIRE Act Wages for Puerto Rico employees are TAX910AU.SQR, TAX910LD.SQR, TAX918TL.SQR, TAX960FD.SQR, and W2.SQC.

(Report ID 2006144000)



SQR Description

TAX960ST.SQRTAX962ST.SQRPRTMMREF.SQC

TAX960ST.SQR reports W-2 wage and tax data for states using the Social Security Administration’s EFW2 format. TAX962ST.SQR, in conjunction with PRTMMREF.SQC, produces the audit report of the contents of the W-2 file created by TAX960ST.SQR. The programs are redelivered with the following modifications:

Kentucky (Report ID 2031051000 – modifications to TAX960ST.SQR)

http://revenue.ky.gov/NR/rdonlyres/7FFA7063-5F19-4BC5-BA8D-0A5AABBCEF86/0/MagneticMediaSpecs2010.pdf

The amount reported as State Income Tax withheld in positions 287-297 of the RS Record now also includes amounts withheld for KREDA, KJDA, KIRA, and KIDA, in addition to Kentucky state tax withheld, per telephone confirmation by the Kentucky Revenue Department.

For paper W-2 reporting, Kentucky has specified since 2002 that the combined total of Kentucky state tax withheld plus amounts withheld for KREDA, KJDA, KIRA, and KIDA should be reported in W-2 box 17 as State Income Tax Withheld. The 2010 change in the electronic file specifications to combine these amounts means that the dollar amount reported as State Income Tax Withheld on the electronic W-2 file will now match the dollar amount reported as State Income Tax on the paper Form W-2.

Prior to the modifications for tax year 2010 reporting, amounts withheld for KREDA, KJDA, KIRA, and KIDA were reported separately in positions 338-381 of the RS Record. Beginning with tax year 2010 reporting, positions 338-381 of the RS Record are now zero-filled.

Maine (Report ID 2018978000 – modifications to TAX960ST.SQR and VALIDEIN.SQC)

http://www.maine.gov/revenue/magmedia/W2-2010%20Specs%20(7)FINAL.pdf

The following changes are made to the RS Record for tax year 2010 reporting:Positions 146-149: Blank (previously Employee Zip Code Extension)Positions 197-202: Blank (previously Reporting Period)Positions 248-267: Maine Withholding Account Number

(previously reported in positions 338-348)(This account number is generally the reporting company EIN with a 2-digit suffix, for a total of 11 characters (12345678900). No hyphens should be included when entering this number in the Company State Tax Table.)Positions 298-307: MEPERS contributions.(This field is not supported in PeopleSoft Payroll for North America, and will be zero filled.)Positions 308-512: Blanks

For tax year 2010 Maine also requires the RW Record. TAX960ST.SQR already began including the RW Record in the Maine electronic W-2 file in tax year 2008, so no further modifications were necessary to comply with this requirement.






SQR Description

TAX960ST.SQRTAX962ST.SQRPRTMMREF.SQC(continued)

Oregon (Report ID 2030886000 – modifications to TAX960ST.SQR and PRTMMREF.SQC)

http://www.oregon.gov/DOR/BUS/docs/iwire_specs.pdf

Oregon now specifies that amounts reported for State Tax Withheld in the following fields should include cents. Previously, Oregon required that the State Tax Withheld amounts be rounded to the nearest whole dollar.

RS Record positions 287-297RV Record positions 25- 39

Wisconsin (Report ID 1932928000 – modifications to TAX960ST.SQR, TAX962ST.SQR, and PRTMMREF.SQC)

http://www.revenue.wi.gov/pubs/co-001.pdf

Wisconsin Advance Earned Income Credit (AEIC) payment amounts (Form W-2 box 14I) are now reported in positions 298-307 of the RS Record. (Product modifications to make the corresponding change to Form W-2 paper reporting were delivered in Tax Update 10-E, Report ID 1934393000.)

The standard SSA RO and RU Records are also now included for Wisconsin EFW2 reporting. If an employee has reportable HIRE Exempt Wages and Tips (W-2 box 12 code CC), an RO Record is generated with the dollar amount reported in positions 100-110, and the RU Record is generated with the Company total of the HIRE Exempt Wages and Tips dollar amounts reported in positions 130-144.


http://www.revenue.wi.gov/pubs/co-001.pdf

http://www.oregon.gov/DOR/BUS/docs/iwire_specs.pdf


SQR Description

TAXMMREF.SQC TAXMMREF.SQC, in conjunction with TAX960FD.SQR, TAX960PD.SQR, TAX960ST.SQR, and TAX960LC.SQR, reports W-2 wage and tax data to the Social Security Administration for the U.S., Puerto Rico, and the U.S. Territories in the EFW2 format for electronic filing. The program is modified to populate the new fields added for reporting HIRE Act wages and tips in the electronic files created for those states whose file specifications include the RO and RU records in the standard SSA format.

The new fields for HIRE Exempt Wages and Tips are added to the RO Employee Record (positions 100-110) and the RU Total Record (positions 130-144). (TAX960FD.SQR was previously redelivered in Tax Update 10-E with corresponding modifications to include the new fields in the electronic W-2 file created for submission to the Social Security Administration.)

The states listed below did not change their W-2 reporting specifications for tax year 2010. However, because the W-2 files for these states include the RO and RU records in the standard SSA format, the following procedure will be followed in creating the files for these states:

If an employee has reportable HIRE Exempt Wages and Tips (W-2 box CC), an RO Record is generated with the HIRE Exempt Wages and Tips dollar amount reported in positions 100-110, and the RU Record will include the Company total amount of HIRE Exempt Wages and Tips in positions 130-144.

The states for which this modification is made are AZ, DC, GA, ID, IL, IN, KS, KY, MI, MN, MO, MS, MT, NJ, NM, OR, VT, WI (RO and RU Records added in this tax update), and WV.

(Report ID 2029577000)



SQR Description

VALIDEIN.SQC VALIDEIN.SQC validates the State Employer Identification Number (EIN) in the W-2 Record Error Report (TAX910ER.SQR), the State EFW2 File (TAX960ST.SQR), and the Local EFW2 File (TAX960LC.SQR). The program is redelivered with the following modifications:

Alabama (Report ID 1958277000)

Alabama requires that the State Employer Identification Number (EIN) be reported as follows on the RS Record in positions 248-257:

Numbers below 700,000 – right justify and zero fill. Numbers 700,000 and above – “R” followed by nine digits.

http://www.revenue.alabama.gov/Withholding/Form%2010%20(3-10).pdf

Follow the above formatting rules when completing the State Withholding Employer ID field on the Company State Tax Table entry for Alabama. If the Alabama State EIN is not entered correctly in compliance with the above formatting rules, the following error will be generated in the SQR log when TAX960ST.SQR is run:

Invalid State EIN number -> ‘123456’,Alabama EIN should be entered as R123456789 or 0123456789.Correct the EIN format on the Company State Tax Table and rerun the year-end load before rerunning TAX960ST.SQR.

A similar message will be generated in the SQR log when TAX910ER.SQR is run.

Prior to the modifications the required format for the Alabama State EIN was 6 digits.


http://www.revenue.alabama.gov/Withholding/Form%2010%20(3-10).pdf


SQR Description

VALIDEIN.SQC(continued)

Arkansas (Report ID 1953545000)

Arkansas requires that the State Employer Identification Number (EIN) be reported as 11 numeric digits (12345678900) on the RS Record in positions 413-487 (left-justified, blank filled, no hyphens). Arkansas instructions state:

This field should contain the eleven (11) digit State of Arkansas ID number as reported on the state registration and monthly coupons. Employers must add a two (2) digit processing suffix number to the end of their FEIN. For wage withholding add "00" to the end of the FEIN (12345678900).

http://www.arkansas.gov/dfa/income_tax/documents/Mag_Media_2010.pdf

Follow the above formatting rules when completing the State Withholding Employer ID field on the Company State Tax Table entry for Arkansas. If the Arkansas State EIN is not entered correctly in compliance with the above formatting rules, the following error will be generated in the SQR log when TAX960ST.SQR is run:

Invalid State EIN number -> ‘123456789’, Arkansas EIN should be numeric and 11 digits in length.Correct the EIN format on the Company State Tax Table and rerun the year-end load before rerunning TAX960ST.SQR.


Prior to the modifications the required format for the Arkansas State EIN was 9 digits.


http://www.arkansas.gov/dfa/income_tax/documents/Mag_Media_2010.pdf


SQR Description

VALIDEIN.SQC(continued)

Maine (Report ID 2018978000)

Maine requires that the State Employer Identification Number (EIN) be reported as 11 characters (12345678900) on the RS Record in location 248-267. The 2-digit suffix must be included and all hyphens must be removed.


Follow the above formatting rules when completing the State Withholding Employer ID field on the Company State Tax Table entry for Maine. If the Maine State EIN is not entered correctly in compliance with the above formatting rules, the following error will be generated in the SQR log when TAX960ST.SQR is run:

Invalid State EIN number -> '123456789'Maine EIN should be 11 characters in length.Correct the EIN format on the Company State Tax Table and rerun the year-end load before rerunning TAX960ST.SQR.


Prior to the modifications, the required format for the Maine State EIN was 9 digits.

Note: TAX960ST.SQR is also modified with changes for Maine.

W2.SQC W2.SQC assigns year-end variables for various Tax Form IDs. The program is modified in conjunction with product changes made to report year-end data for Puerto Rico employees as described in the 2010 revision of SSA Publication EFW2, Specifications for Filing Forms W-2 Electronically. See the above discussion of modifications to TAX960FD.SQR for detailed information on these changes.

Other modules redelivered in this tax update with modifications made to report HIRE Act Wages for Puerto Rico employees are TAX910AU.SQR, TAX910LD.SQR, TAX918TL.SQR, TAX960FD.SQR, TAX960PR.SQC, and W2PRBOX.SQC.

(Report ID 2006144000)




Form 1042-S Reporting

TAX950.SQR will be redelivered in Tax Update 11-A with modifications to resolve printing alignment issues related to Form 1042-S processing for tax year 2010. Employers should not attempt to run TAX950.SQR for 2010 Form 1042-R reporting until after they have applied the updated version of TAX950.SQR delivered in Tax Update 11-A.

Form 1099-R Reporting

TAX930PM.SQR will be redelivered in Tax Update 11-A with modifications to support Form 1099-R processing for tax year 2010. Employers should not attempt to run TAX930PM.SQR for 2010 Form 1099-R reporting until after they have applied the updated version of TAX930PM.SQR delivered in Tax Update 11-A.



Quarterly Reporting - Pennsylvania

TAX810PA.SQR reports quarterly wage data to the state of Pennsylvania in the SSA format. Pennsylvania had previously announced that the following changes would be implemented beginning with the reporting period ending December 31, 2010:

1. Diskettes and tapes would no longer be accepted; and2. Internet filers would be required to use a new Unemployment Compensation Management

System (UCMS) system, and would no longer be permitted to use the e-TIDES system.

Pennsylvania has subsequently announced a delay in the implementation of these changes until sometime in 2011, which means that employers can continue to use the e-TIDES system for Q4-2010 reporting. As a result of this delay in the implementation of Pennsylvania’s new reporting system, no modifications to TAX810PA.SQR are currently required, and TAX810PA.SQR is not redelivered in this tax update.

http://www.portal.state.pa.us/portal/server.pt/community/uc_management_system/18222

However, Pennsylvania has changed their edits for the formatting of the Unemployment Employer Account Number reported on the “E” Record in positions 177-184 (left-justified, right-fill with spaces):

1. Continue to remove any check-digits and to include any dashes.2. A minimum of 7 digits is now required (in some cases followed by an alpha character). An

employer account number that contains fewer than 7 digits must be expanded to 7 digits. Follow the guidelines shown below to enter Pennsylvania Unemployment Employment Numbers in the Employer ID field on the Company State Tax Table.

Pennsylvania Unemployment Employer Account Number

Entry Format for Company State Tax Table

2-143 02-00143

2-143M 1 02-00143M (remove check digit)

99-16789R 99-16789R

11-1549M & 11-01549M (remove check digit)

81-2345 81-02345

Product modifications necessary to support the new Pennsylvania Unemployment Compensation Management System (UCMS) will be delivered as Report ID 2025444000 in a future tax update once Pennsylvania has implemented the new system.


http://www.portal.state.pa.us/portal/server.pt/community/uc_management_system/18222


Other U.S. SQRs

SQR Description

DDP001.SQR DDP001.SQR creates the Direct Deposit Transmittal File. The program is modified in procedure Process-Entry-Detail-Separate by removing the call to “write-prenote” for every transaction. Prior to the modifications, the additional call to “write-prenote” for every transaction caused performance issues when the Processing Option “Create Separate Files for IAT” (International ACH) was selected on the Create Direct Deposit Run Control Page.

(Report ID 2018321000)



Canadian SQRs delivered with Tax Update 10-F for Release 9

Descriptions of SQR modifications are followed by the Report ID. Unless otherwise indicated by a specific posting date, Report IDs referenced in these tax update notes have not been posted to Updates & Fixes on MyOracle Support.

Canadian Year-End Reporting SQRs

SQR Description

CTX900.SQR CTX900.SQR produces a report to identify error conditions that may require correction prior to loading the year-end employee tax records. This SQR is being re-delivered with this tax update without modifications.

(Report ID 2003316000)

CTX900CS.SQR CTX900CS.SQR produces a report listing each employee’s self service year-end slip consent status history. This SQR is being re-delivered with this tax update without modifications.

(Report ID 2003316000)

CTX900ER.SQR CTX900ER.SQR produces a report to identify ‘multiple’ conditions including the assignment of duplicate social insurance numbers in the system and employees who were in multiple wage loss plans during the reporting year. This SQR is being re-delivered with this tax update without modifications.

(Report ID 2003316000)

CTX910AA.SQR CTX910AA.SQR produces an audit register of amounts to be reported on amended, cancelled, and reissued year-end tax slips. The report produces employee detail information for each of these special types of slips, together with the information for the corresponding original slip. The program is modified to:1. Support changes to T4A reporting as a result of the T4A slip redesign for 2010 tax

reporting. (Report ID 1890351000)2. Support the reporting of an amount in Box G of the RL-1 form when Box G (QPP

Pensionable Earnings) equals the amount reported in Box A (Employment Income Before Deductions). (Report ID 1980606000)

3. Support changes to T4 reporting as a result of the T4A redesign for 2010 reporting. (Report ID 1970369000)

4. Support tax form definition changes as a result of the T4A redesign for 2010 reporting. (Report ID 2003309000)



SQR Description

CTX910AP.SQR CTX910AP.SQR produces formatted laser T4A slips with a variety of sort options and copy types. Processing type options provide for original, amended, cancelled, and reissued slips, as well as the reprinting of duplicate slips. The program is modified to:1. Support the redesigned T4A slip for 2010 tax reporting in PDF format.

(Report ID 2003303000)2. Print T4A information on pre-printed single page government supplied forms.

NOTE: Employers must obtain the pre-printed single page government supplied forms as the former PeopleSoft designed form flash is no longer in use.(Report ID 2003317000)

CTX910AS.SQR CTX910AS.SQR produces a summary of amended and cancelled slips together with supporting employee details for year-end balancing purposes. The latest version of each amended/cancelled year-end slip is reported and compared with the corresponding original slip, to produce the net differences between the two versions. The program is modified to:1. Support changes to T4A reporting as a result of the T4A slip redesign for 2010 tax





CTX910AU.SQR CTX910AU.SQR produces an audit register of amounts to be reported on the original year-end tax slips for each employee, taken from the year-end slip records created by the load program CTX910LD. The program is modified to:1. Support changes to T4A reporting as a result of the T4A slip redesign for 2010 tax





CTX910DA.SQR CTX910DA.SQR deletes void amend/cancel year-end slip records that are flagged for deletion and produces a corresponding audit report. This SQR is being re-delivered with this tax update without modifications.

(Report ID 2003316000)

CTX910ER.SQR CTX910ER.SQR produces an audit report to identify error conditions found in the year-end slip records loaded by CTX910LD. The program is modified to:1. Support changes to T4A reporting as a result of the T4A slip redesign for 2010 tax

reporting. (Report ID 1890351000)2. Support changes to T4 reporting as a result of the T4A redesign for 2010 reporting.

(Report ID 1970369000)



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:1. Support changes to T4A reporting as a result of the T4A slip redesign for 2010 tax



3. Support changes to T4 reporting as a result of the T4A redesign for 2010 reporting, including the reduction of T4 Box 14 amounts by the amounts reported for Box 67. (Report ID 1970369000)


CTX910RM.SQR CTX910RM.SQR produces a file in XML format for reporting of original, amended, or cancelled RL-1 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 reporting of an amount in Box G of the RL-1 form when Box G (QPP Pensionable Earnings) equals the amount reported in Box A (Employment Income Before Deductions).

(Report ID 1980606000)

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 support the reporting of an amount in Box G of the RL-1 form when Box G (QPP Pensionable Earnings) equals the amount reported in Box A (Employment Income Before Deductions).

(Report ID 1980606000)

CTX910TP.SQR CTX910TP.SQR produces formatted laser T4 slips with a variety of sort options and copy types. Processing type options provide for original, amended, cancelled, and reissued slips, as well as the reprinting of duplicate slips. The program is modified to:1. Support the 2010 T4 form changes. (Report ID 2003318000)2. Support changes to T4 reporting as a result of the T4A redesign for 2010 reporting.

(Report ID 1970369000)

CTX910VM.SQR CTX910VM.SQR SQR produces a file in XML format for reporting of original, amended, or cancelled RL-2 information. It also produces a corresponding summary report that can be used for completing required government forms and for balancing. This SQR is being re-delivered with this tax update without modifications.

(Report ID 2003316000)

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. This SQR is being re-delivered with this tax update without modifications.

(Report ID 2003316000)



SQR Description

CTX910XM.SQR CTX910XM.SQR produces an XML file for electronic internet reporting of original, amended (including cancellations) 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 2010 electronic file specifications for T4 and T4A XML file reporting.

(Report ID 2003312000)

CTX912R.SQR CTX912R.SQR produces a RL-1 magnetic media audit report that reflects the data reported on the transmitter record of the XML file. Accumulated totals and summary record pages are provided for balancing purposes. This SQR is being re-delivered with this tax update without modifications.

(Report ID 2003316000)

CTX912V.SQR CTX912V.SQR produces a RL-2 magnetic media audit report that reflects the data reported on the transmitter record of the XML file. Accumulated totals and summary record pages are provided for balancing purposes. This SQR is being re-delivered with this tax update without modifications.

(Report ID 2003316000)

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 the 2010 electronic file specifications for T4 and T4A XML file reporting.

(Report ID 2003312000)

CTX915A.SQR CTX915A.SQR produces a T4A Summary report. The program was modified to remove the T4A Segment report which is no longer required by the Canada Revenue Agency.

(Report ID 2003317000)

CTX915R.SQR CTX915R.SQR produces a Summary report of RL-1 slips produced, for informational and balancing purposes. Use the data provided by this report to assist in the completion of the Summary form required by Revenu Quebec. This SQR is being re-delivered with this tax update without modifications.

(Report ID 2003316000)

CTX915T.SQR CTX915T.SQR produces a T4 Summary report. This SQR is being re-delivered with this tax update without modifications.

(Report ID 2003316000)

CTX915V.SQR CTX915V.SQR produces a Summary report of RL-2 slips produced, for informational and balancing purposes. Use the data provided by this report to assist in the completion of the Summary form required by Revenu Quebec. This SQR is being re-delivered with this tax update without modifications.

(Report ID 2003316000)



SQR Description

PAY130CN.SQR PAY130CN.SQR re-opens and re-closes a closed pay calendar for the purpose of entering adjustments required after processing the first payroll of the new year. This SQR is being re-delivered with this tax update without modifications.

(Report ID 2003316000)

TAX101CN.SQR TAX101CN.SQR produces a report of employee/employer EI rates and premiums, and the calculated EI rebate amount for each employee in a specified year. This SQR is being re-delivered with this tax update without modifications.

(Report ID 2003316000)

TAX102CN.SQR TAX102CN.SQR produces a report of calculated health insurance premiums for provinces that have a health insurance tax levy. This SQR is being re-delivered with this tax update without modifications.

(Report ID 2003316000)

TAX103CN.SQR TAX103CN.SQR calculates and updates Federal and Provincial basic claim amounts for employees by generating a new Canadian Income Tax Data record for each employee who is active as of the Effective Date specified. This SQR is being re-delivered with this tax update without modifications.

(Report ID 2003316000)

TAX104CN.SQR TAX104CN.SQR calculates Pension Adjustment amounts for eligible employees contributing to defined benefit pension plans and updates the Canadian Tax Balances table with the calculated amounts. This SQR is being re-delivered with this tax update without modifications.

(Report ID 2003316000)

TAX105CN.SQR TAX105CN.SQR calculates the annual payment of the contribution to the financing of the Commission des normes du travail (CNT) by employers with employees working in the province of Quebec. This SQR is being re-delivered with this tax update without modifications.

(Report ID 2003316000)

TAX710.SQR TAX710.SQR prints the contents of the Tax Form Definitions table. This SQR is being re-delivered with this tax update without modifications.

(Report ID 2003316000)

TAX710FT.SQR TAX710FT.SQR provides a listing of footnotes defined on the Tax Form Footnotes table, for printing on the RL-1 slips. This SQR is being re-delivered with this tax update without modifications.

(Report ID 2003316000)



SQR Description

TAX905CN.SQR TAX905CN.SQR produces a report of Northwest Territories payroll tax amounts for individual employees, in a specified year. This SQR is being re-delivered with this tax update without modifications.

(Report ID 2003316000)

TAX906CN.SQR TAX906CN.SQR produces a report of Nunavut payroll tax amounts for individual employees, in a specified year. This SQR is being re-delivered with this tax update without modifications.

(Report ID 2003316000)



Previous Updates

Tax Update 10-E U.S. – Termination of U.S. Payroll Savings Bond Purchase Program; New York City withholding tax changes; SWT Marital Status Table changes for Minnesota; Local Tax Table changes for Alabama, Indiana, Pennsylvania; Local Tax Reciprocity Table changes for Ohio; Garnishment Rule Table changes; redelivered SQR programs.

Canada – Change in terminology for Business Number. Redelivery of SQR programs.

Tax Update 10-D U.S. – Request Direct Deposit page modifications; Connecticut state withholding tax correction; Local Tax Table entries for Pennsylvania earned income tax rate changes; garnishment changes for Florida and West Virginia; redelivered SQR programs.

Canada – No changes.

Tax Update 10-C U.S. – Product modifications to support the HIRE Act employer payroll tax exemption; new Arizona withholding tax calculation; new direct deposit file run control options; state quarterly wage reporting changes for California; minimum wage rate changes for Illinois and Nevada; reversal of previously delivered Indiana UI taxable wage base increase; Massachusetts UI health insurance program rate increase; Local Tax Table changes for Kentucky, Michigan, Ohio, and Pennsylvania.

Canada – Provincial tax changes for B.C., Newfoundland, Nova Scotia, and Ontario.

Tax Update 10-B U.S. – State withholding tax corrections for Connecticut and District of Columbia; Oregon withholding tax changes; 2010 state unemployment taxable wage base reductions for Florida and Hawaii; update to State Tax Reciprocity Table entry for Minnesota residents working in Wisconsin; SWT Marital Status Table entry corrections for Arkansas and New York; Local Tax Table changes for Alabama, Kentucky, Ohio, Oregon, and Pennsylvania; Local Tax Reciprocity Table entry update for Mason, Ohio; Garnishment Rules Table entry updates for Michigan; redelivered SQR programs.

Canada – No changes.



Appendix: Object Changes delivered in Tax Update 10-F

Components:

NameDescription 801 831 881 890 900 910

RUN_CTX915A Report ID 2003317000Modified item label with removal of T4A segment report.

RUN_FGPY011A (USF) Report ID 2032021000Hid panel RUNCTL_PAYINIT2.

RUN_FGPY011B (USF) Report ID 2032021000Hid panel RUNCTL_PAYINIT2.

RUN_PAY016A (USA) Report ID 2032021000Hid panel RUNCTL_PAYINIT2.

RUN_PAY016B (USA) Report ID 2032021000Hid panel RUNCTL_PAY016B.

RUN_PAY706 (NA) Report ID 2032021000Hid panel PRCSRUNCNTL.

SAVINGS_BOND_SPEC (USA) Report ID 2032021000Hid panel SAVING_BOND_SPEC.

SAVINGS_BOND_TABLE (NA) Report ID 2032021000Hid panel SAVINGS_BOND_TABLE.

Fields:

FieldDescription 801 831 881 890 900 910

TOT_FEES_SERVICES Report ID 2003317000Added new field.

TOT_NELRET_ALLOW Report ID 2003317000Deleted field.

TOT_RETIRE_ALLOW Report ID 2003317000Deleted field.

Menus:


MANAGE_ANNUAL_TAX_RPTG_CANADA Report ID 2003317000Modified menu item with removal of T4A segment report.

Message Catalog:

Message Set Number

Message Number

Description 801 831 881 890 900 910

2002 720 Report ID 2003317000Modified message text for T4A summary report page.

Pages:




CAN_YE_AMEND_SLIP4 Report ID 1980606000Modified Previous Amount field for Display Zero option.

CAN_YE_SLIP4 Report ID 1980606000Modified Box Amount field for Display Zero option.

RUNCTL_CTX915A Report ID 2003317000Removed report request parameters from page.

Portal Registry Structures:


EMPLOYEEContent Ref. HC_RUN_CTX915A_CAN

Report ID 2003317000Modified portal label and long description.

Process Definitions:


CTX915A Report ID 2003317000Modified descriptions.

CTX910XM Report ID 2031527000Modified descriptions.

Records:

Name Field Description Create/Alter

801 831 881 890 900 910

CAN_AMEND_T4A_D BOX Report ID 1890351000Modified FieldChange and RowInit PeopleCode.Deleted SaveEdit.

CAN_YE_BOX_TEXT Modified SaveEdit PeopleCode.

CORRECTED_AMOUNT Modified FieldChange and SaveEdit PeopleCode.

CAN_AMEND_T4A_S EMPLID Report ID 1890351000Modified SavePostChange PeopleCode.

CTXPRC_PARAMS EMAIL_ADDR Report ID 2003312000Modified to be a required field.

RC_CAN_YE T4A_SUMM_OR_SGMT Report ID 2003317000Added RowInit PeopleCode.

R_CTX915A_SORTTOT_RETIRE_ALLOW

SAVE_SEGM_NUMBER

TOT_NELRET_ALLOW

TOT_FEES_SERVICES

Report ID 2003317000Deleted field.

Deleted field.

Deleted field.

Added new field.

Alter



Strings Table:Program ID String ID Description 801 831 881 890 900 910CTX910AA BX38_CODE Report ID 1890351000

Deleted strings ID.CTX910AA FN_CODE Report ID 1890351000

Deleted strings ID.CTX910AA T4A_FOOTNOTE Report ID 1890351000

Deleted strings ID.CTX910AS BX38_CODE Report ID 1890351000

Deleted strings ID.CTX910AS FN_CODE Report ID 1890351000

Deleted strings ID.CTX910AS NOT4A_FT_TOTALS Report ID 1890351000

Deleted strings ID.CTX910AS T4A_FOOTNOTE Report ID 1890351000

Deleted strings ID.CTX910AS T4A_FT_TOTALS Report ID 1890351000

Deleted strings ID.CTX910AU BX38_CODE Report ID 1890351000

Deleted strings ID.CTX910AU FN_CODE Report ID 1890351000.

Deleted strings ID.CTX910AU NOT4A_FT_TOTALS Report ID 1890351000

Deleted strings ID.CTX910AU T4A_FOOTNOTE Report ID 1890351000

Deleted strings ID.CTX910AU T4A_FT_TOTALS Report ID 1890351000

Deleted strings ID.CTX910ER BOX26_NOTZERO Report ID 1890351000

Deleted strings ID.CTX910XM T4A_TOT_ANN Report ID 2003312000

Modified string text.CTX910XM T4A_TOT_COM Report ID 2003312000

Modified string text. CTX910XM T4A_TOT_ELG_RA Report ID2003312000

Deleted string ID.CTX910XM T4A_TOT_FEE_SRVC Report ID 2003312000

Added string ID.CTX910XM T4A_TOT_INC_TAX Report ID 2003312000

Modified string text. CTX910XM T4A_TOT_LS Report ID 2003312000

Modified string text. CTX910XM T4A_TOT_NELG_RA Report ID 2003312000

Deleted string ID.CTX910XM T4A_TOT_OTH_INC Report ID 2003312000

Modified string text. CTX910XM T4A_TOT_PEN Report ID 2003312000

Modified string text. CTX910XM T4A_TOT_PEN_ADJ Report ID 2003312000

Modified string text. CTX910XM T4A_TOT_PTRNG Report ID 2003312000

Modified string text. CTX910XM T4A_TOT_RESP_ACC Report ID 2003312000

Modified string text.



Program ID String ID Description 801 831 881 890 900 910CTX910XM T4A_TOT_RESP_EDU Report ID 2003312000

Modified string text. CTX910XM T4A_TOT_RPP Report ID 2003312000

Modified string text. CTX912X BOX16_CODE Report ID 2003312000

Deleted string ID.CTX912X BOX18_CODE Report ID 2003312000








Deleted string ID.CTX912X FOOTNOTE_DATA Report ID 2003312000

Deleted string ID.CTX912X FOOTNOTE_DESC Report ID 2003312000

Deleted string ID.CTX912X NO_FOOT_MSG1 Report ID 2003312000

Deleted string ID.CTX912X NO_FOOT_MSG2 Report ID 2003312000

Deleted string ID.CTX915A TITLE_SEG_SUMM_RPT Report ID 2003317000

Deleted string ID.CTX915A T4A_SEG_DATA Report ID 2003317000

Deleted string ID.CTX915A SEG_NUMBER Report ID 2003317000

Deleted string ID.CTX915A TOT_SEG Report ID 2003317000

Deleted string ID.CTX915A EMPL_SURNAME1 Report ID 2003317000

Deleted string ID.CTX915A EMPL_SURNAME2 Report ID 2003317000

Deleted string ID.

Translate Values:

FieldDescription 801 831 881 890 900 910

T4A_SUMM_OR_SGMT_X Report ID 2003317000Deleted value 'X'.

XMLP Data Definition:

Data Source ID Description 900910



PYT410 Report ID 2003303000Added T4 data source for 2010.

PYT4A10 Report ID 2003303000Added T4A data source for 2010.

XMLP Report Definition:

Report Name Description 900910

PYT410N_CO Report ID 2003303000Added T4 company copy 2010.

PYT410N_EE Report ID 2003303000Added T4 employee print copy 2010.

PYT410N_GVT Report ID 2003303000Added T4 government print copy 2010.

PYT410S_EE Report ID 2003303000Added T4 employee self-service copy 2010.

PYT4A10N_CO Report ID 2003303000Added T4A company copy 2010.

PYT41A0N_EE Report ID 2003303000Added T4A employee print copy 2010.

PYT4A10N_GVT Report ID 2003303000Added T4A government print copy 2010.

PYT4A10S_EE Report ID 2003303000Added T4A employee self-service copy 2010.

XMLP Template Definition:

Template ID Description 900910

PYT410N_CO_1 Report ID 2003303000Added T4 company copy 2010.

PYT410N_EE_1 Report ID 2003303000Added T4 employee print copy 2010.

PYT410N_GVT_1 Report ID 2003303000Added T4 government print copy 2010.

PYT410S_EE_1 Report ID 2003303000Added T4 employee self-service copy 2010.

PYT4A10N_CO_1 Report ID 2003303000Added T4A company copy 2010.

PYT4A10N_EE_1 Report ID 2003303000Added T4A employee print copy 2010.

PYT4A10N_GVT_1 Report ID 2003303000Added T4A government print copy 2010.

PYT4A10S_EE_1 Report ID 2003303000Added T4A employee self-service copy 2010.


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