PEOPLESOFT PAYROLL FOR NORTH AMERICA
TAX UPDATE 16-A
TAX UPDATE NOTES - RELEASE 9.1
PeopleSoft Payroll for North America Tax Update 16-A includes updates to U.S. and Canadian tax
tables, COBOL program changes, object changes, and redelivered SQRs for U.S. and Canadian
payroll reporting. These tax update notes include:

Instructions for updating your system’s tables and a summary of the table changes.
Many of the U.S. tax table changes delivered in this tax update were also previously delivered in
Patch 22184832, posted to My Oracle Support on 22 December 2015.
All of the Canadian tax table changes delivered in this tax update were also previously delivered in
Patch 21305376, posted to My Oracle Support on 17 December 2015.

A list of COBOL program changes

A summary of the SQRs delivered with this tax update

An appendix listing the object changes delivered with this tax update
For Release 9.1, the tax update package also includes the following documentation files:
UPD924776_INSTALL.htm
UPD924776_CODECHANGES.rtf
“PeopleSoft Application Update Installation Instructions”
PS Print Project Report for Release 9.1
Follow the instructions in the UPDxxxxxx_INSTALL.htm document to apply this tax update. Before applying Tax
Update 16-A, you must apply all previous tax updates.
With the exception of the U.S. and Canadian tax table changes previously posted in Patch Numbers 22184832
and 21305376 as indicated above, unless otherwise indicated by a specific posting date, patch numbers
referenced in these tax update notes have not been posted to My Oracle Support.
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Updating Your Tables
Tax Update 16-A includes the following files for updating the tables in your PeopleSoft system.
File
Contents
upd924776_01.dat
upd924776_01.dms
U.S. tax table updates
upd924776_02.dat
upd924776_02.dms
Canadian tax table updates
upd924776_03.dms
Database stamp
(There is no .dat file associated with this .dms file.)
upd924776_04.dat
upd924776_04.dms
(U.S.) Tax Form Print Parameters table updates for Form W-2PR
(Patch 21763809 posted to My Oracle Support on 21 December 2015)
upd924776_05.dat
upd924776_05.dms
(U.S.) Tax Form Print Parameters table updates for Form W-2cPR
upd924776_06.dat
upd924776_06.dms
(U.S.) Tax Form Definition table updates for Form W-2c
upd924776_07.dat
upd924776_07.dms
(U.S.) Tax Form Print Parameters table updates for Form W-2c
This script also updates the default calendar year on the PS_YE_W2C_INSTALL table to 2015.
upd924776_08.dat
upd924776_08.dms
(U.S.) Taxable Gross Definition table updates
upd924776_09.dat
upd924776_09.dms
(U.S.) 2015 Year End Form W-2c PDF templates for XMLP (Revision date August 2014)
The templates are redelivered in Tax Update 16-A to replace those previously delivered in Tax
Update 15-D, which were incorrectly based on the earlier February 2009 version of Form W-2c.
upd924776_10.dat
upd924776_10.dms
(Canada) 2015 Year End Form RL-1 and RL-2 PDF templates for XMLP
upd924776_msg_i.dms
upd924776_msg.dat
Message catalog
The DataMover script (.dms) files identify the input data file (.dat) as well as the output log message file. The directory where
DataMover looks for the input data file and the log file is specified in your Configuration Manager.
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Special Notes – Canada
Updating the Tax Form XMLP Options & Year End Form Options Tables for 2015
Follow these steps to update the Tax Form XMLP Options and Year End Form Options tables for the RL-1 and RL-2
forms for 2015:
1. Run the DataMover script upd924776_10.dms to update the Tax Form XMLP Options page with 2015 yearend PDF form templates for RL-1 and RL-2 BI Publisher processing.
2. Update the Year End Form Options Table for BI Publisher processing by manually adding a new row for Tax
Year 2015 for each RL-1 and RL-2 reporting company.
Refer to the section titled “Self Service Electronic Year-End Slips” in the “Year End Processing 2015: Canada” guide
for further information regarding this functionality.
Year-End Reporting Changes for Québec
RQ Certification Numbers for Electronic Filing
The Revenu Québec certification numbers for 2015 tax reporting have been embedded into the electronic reporting
programs CTX910RM.SQR and CTX910VM.SQR for online file transmission.
Type of Slip
Certification Number
RL-1
RQ-15-01-114
RL-2
RQ-15-02-043
(Patch 21903022)
RQ Authorization Numbers for Electronic Self Service RL-1 and RL-2 Slips
The Revenu Québec authorization number FS1501080 has been embedded into the print program CTX910RP.SQR
for printing onto the BI Publisher generated RL-1 slips in PD format.
The Revenu Québec authorization number FS1502038 has been embedded into the print program CTX910VP.SQR
for printing onto the BI Publisher generated RL-2 slips in PD format.
(Patch 21903050)
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Special Notes – U.S.
Reporting Form W-2VI Data Electronically to the U.S. Virgin Islands
Tax Update 16-A delivers new programs TAX960VD.SQR and TAX962VD.SQR to create a file to report Form W-2VI
data on CD to the U.S. Virgin Islands Bureau of Internal Revenue.
For information on these new programs and the U.S. Virgin Islands reporting requirement, see the entry for
TAX960VD.SQR and TAX962VD.SQR in the later section of this document U.S. SQRs Delivered in Tax Update
16-A for Release 9.1.
Shown below are screenshots (including navigation paths) of the new run control pages delivered in Tax Update
16-A for these two new programs.
Create Virgin Islands W-2 File run control:
Virgin Islands W-2 File Audit Report run control:
(Patch 22114158)
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West Virginia Quarterly Wage Reporting
Tax Update 16-A delivers an updated version of TAX810WV.SQR for creating the file to electronically report
quarterly state unemployment wage and tax data to West Virginia. In conjunction with the modifications to
TAX810WV.SQR, the separate run control page for West Virginia quarterly wage reporting is removed, since the
only enterable fields on the page are no longer used. (For the Contact Phone information, which is still required
by West Virginia, the updated version of TAX810WV.SQR delivered with Tax Update 16-A will use the telephone
number entered on the Electronic Parameters page.)
For more information on the West Virginia quarterly wage reporting changes, see the entry for TAX810WV.SQR
in the later section of this document describing U.S. SQRs delivered in Tax Update 16-A for Release 9.1.
Create Quarterly Wage File (for West Virginia) BEFORE Tax Update 16-A:
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AFTER Tax Update 16-A, the separate Create Quarterly Wage File page for West Virginia is removed:
The separate run control page for
West Virginia is removed.
Use the “Others” run control page
to run TAX810WV.SQR.
(Patch 21889560)
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U.S. Changes
Federal / State Tax Table
State
Effective
Date of Table
Entry
Table Update Description
$U
01/01/2016
A new table entry effective-dated 01/01/2016 includes U.S. Federal withholding tax changes
effective for wages paid on or after January 1, 2016, as published in IRS Notice 1036.
http://www.irs.gov/pub/irs-pdf/n1036.pdf
1.
On the General page, the Annual Allowance Amount is increased
from $4,000 to $4,050.
2.
On the Special Tax Amts page, Special Tax Amount 5 (the amount to be added
to a nonresident alien employee’s taxable wages for withholding tax calculation
purposes) is decreased from $2,300 to $2,250.
3.
On the Rate page, Low Gross and Low Tax amounts are updated with the
amounts shown in the Percentage Method Tables for Income Tax Withholding
for Wages Paid in 2016 in IRS Notice 1036.
(Patch 22327661)
Note: The Social Security taxable wage base and the Medicare and Social Security tax rates
remain unchanged for 2016.
AK
01/01/2016
A new table entry effective-dated 01/01/2016 includes the following changes for 2016:
1.
The state unemployment insurance taxable wage base is increased from $38,700 to
$39,700, and the state unemployment insurance employee tax deduction rate is
decreased from 0.57% to 0.50% of taxable wages.
(The website page at the link below will be updated with information for 2016.)
http://labor.state.ak.us/estax/faq/w1.htm
(Patch 22354126)
2.
The Alaska state hourly minimum wage is increased from $8.75 to $9.75.
http://labor.alaska.gov/lss/whact.htm
(Patch 22308811)
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State
Effective
Date of Table
Entry
Table Update Description
AR
01/01/2016
The table entry effective-dated 01/01/2016 which was delivered with Tax Update 15-E is
updated to include the increase in the Arkansas state hourly minimum wage from $7.50 to $8.00.
http://www.labor.ar.gov/divisions/Documents/Fact%20Sheet%20on%20the%20Increas
e%20of%20the%20Arkansas%20Minimum%20Wage.pdf
(Patch 22308811)
CA
01/01/2016
The table entry effective-dated 01/01/2016 which was delivered with Tax Update 15-E is
updated to include the increase in the California state hourly minimum wage from $9.00 to $10.00.
http://www.dir.ca.gov/dlse/faq_minimumwage.htm
(Patch 22308811)
CT
01/01/2016
A new table entry effective-dated 01/01/2016 includes the following changes for 2016:
1. The Connecticut state hourly minimum wage is increased from $9.15 to $9.60.
https://www.ctdol.state.ct.us/wgwkstnd/laws-regs/legislation.htm
(Patch 22308811)
2. Withholding tax changes effective January 1, 2016, as published by the Connecticut
Department of Revenue Services.
http://ct.gov/drs/cwp/view.asp?a=1509&q=444766
(Patch 22347339)
DC
01/01/2016
A new table entry effective-dated 01/01/2016 includes withholding tax changes effective
January 1, 2016, as published by the District of Columbia Office of Tax and Revenue.
(The website page at the link below will be updated with information for 2016.)
http://otr.cfo.dc.gov/node/499222
(Patch 22257063)
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State
Effective
Date of Table
Entry
Table Update Description
HI
01/01/2016
A new table entry effective-dated 01/01/2016 includes the following changes for 2016:
1.
The Hawaii state hourly minimum wage is increased from $7.75 to $8.50.
http://labor.hawaii.gov/wsd/minimum-wage/
(Patch 22308811)
2.
The state unemployment insurance taxable wage base is increased
from $40,900 to $42,200.
http://labor.hawaii.gov/ui/tax-rates-and-weekly-benefit-amount/
(Patch 22354126)
3.
For tax year 2016, the maximum taxable gross for Hawaii state temporary
disability insurance and voluntary plan temporary disability insurance programs is
$51,083 ($982.36 weekly), per the Disability Compensation Division of the Hawaii
Department of Labor and Industrial Relations.
The employee tax rate remains unchanged at 0.5%.
http://labor.hawaii.gov/dcd/files/2014/11/2016.pdf
(Patch 22354126)
ID
01/01/2016
A new table entry dated 01/01/2016 includes the increase in the Idaho state unemployment
insurance taxable wage base from $36,000 to $37,200 for tax year 2016.
http://labor.idaho.gov/dnn/idl/Businesses/UnemploymentTax/UnemploymentTaxRates.aspx
(Patch 22354126)
IL
01/01/2016
A new table entry effective-dated 01/01/2016 includes withholding tax changes effective
January 1, 2016, as published by the Illinois Department of Revenue.
http://tax.illinois.gov/TaxForms/Withholding/IL-700-T.pdf
(Patch 22366081)
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State
Effective
Date of Table
Entry
Table Update Description
MA
01/01/2016
A new table entry effective-dated 01/01/2016 includes the following changes for 2016:
1.
The Massachusetts state hourly minimum wage is increased from $9.00 to $10.00.
http://www.mass.gov/ago/doing-business-in-massachusetts/labor-laws-andpublic-construction/wage-and-hour/minimum-wage.html
(Patch 22308811)
2.
Withholding tax changes effective January 1, 2016, as published by the
Massachusetts Department of Revenue.
http://www.mass.gov/dor/docs/dor/forms/wage-rpt/pdfs/circ-m-current.pdf
(Patch 22380191)
MD
01/01/2016
New table entries are added for the following state codes which contain new values required for 2016
Maryland withholding tax changes published by the Office of the Comptroller of Maryland.
State
Action
MD
Z3
Maryland nonresident rate increased from 1.25% to 1.75% (supplemental rate = 7.50 %)
Changed from MD 1.25% local tax to MD 1.75 % local tax (supplemental rate = 7.50 %)
http://forms.marylandtaxes.com/16_forms/Withholding_Guide.pdf
(Patch 22468375)
ME
01/01/2016
A new table entry effective-dated 01/01/2016 includes withholding tax changes effective
January 1, 2016, as published by Maine Revenue Services.
http://www.maine.gov/revenue/forms/with/2016/16_wh_tab&instructions%20rev%202
015-11-12.pdf
Tax Update 16-A also delivers COBOL program modifications which are required to implement the
2016 Maine withholding tax calculation changes. For information on the program changes, see the
entry for Patch 22265126 in the later section of this document Tax Update 16-A - COBOL and Store
Statement Changes for Release 9.1.
(Patch 22265126; posted as Patch 22308727 to My Oracle Support on 17 December 2015)
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State
Effective
Date of Table
Entry
Table Update Description
MI
01/01/2016
The table entry effective-dated 01/01/2016 which was delivered with Tax Update 15-E is
updated to include the increase in the Michigan state hourly minimum wage from $8.15 to $8.50.
http://www.michigan.gov/lara/0,4601,7-154-11407_59886_27909-140972--,00.html
(Patch 22308811)
MN
01/01/2016
The table entry effective-dated 01/01/2016 which was delivered in Tax Update 15-E is
updated to include withholding tax changes effective January 1, 2016, as published by the
Minnesota Department of Revenue.
http://www.revenue.state.mn.us/Forms_and_Instructions/wh_tables_16.pdf
(Patch 22338595)
NC
01/01/2016
The table entry effective-dated 01/01/2016 which was delivered in Tax Update 15-E is
updated to include withholding tax changes effective January 1, 2016, as published by the
North Carolina Department of Revenue.
http://www.dornc.com/downloads/nc30_2016.pdf
(Patch 22385400)
ND
01/01/2016
A new table entry dated 01/01/2016 includes the following changes for 2016:
1.
The state unemployment taxable wage base is increased from $35,600 to $37,200.
http://www.jobsnd.com/sites/default/files/2016%20Unemployment%20Insuran
ce%20Tax%20Rate%20Schedule.pdf
(Patch 22354126)
2.
Withholding tax changes effective January 1, 2016, as published by the office of the North
Dakota Tax Commissioner.
http://www.nd.gov/tax/data/upfiles/media/2016%20Income%20Tax%20Withho
lding%20Rates%20and%20Instructions%20Booklet.pdf?20151230133740
(Patch 22464470)
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State
Effective
Date of Table
Entry
Table Update Description
NE
01/01/2016
A new table entry dated 01/01/2016 includes the increase in the Nebraska state hourly
minimum wage from $8.00 to $9.00.
https://dol.nebraska.gov/webdocs/Resources/Items/Notice%20to%20Employees-%20English.pdf
(Patch 22308811)
NM
01/01/2016
The table entry effective-dated 01/01/2016 which was delivered in Tax Update 15-E is
updated to include withholding tax changes effective January 1, 2016, as published by the
New Mexico Taxation and Revenue Department.
http://www.tax.newmexico.gov/witholding-tax-historic-rates.aspx
(Patch 22338817)
NY
12/31/2015
Effective December 31, 2015, the New York state hourly minimum wage is increased
from $8.75 to $9.00 per hour.
https://labor.ny.gov/workerprotection/laborstandards/workprot/minwage.shtm
(Patch 22308811)
NY
01/01/2016
The table entry effective-dated 01/01/2016 which was delivered in Tax Update 15-E is
updated to include the following changes:
1.
The December 31, 2015 increase in the New York state hourly minimum wage
from $8.75 to $9.00 (see the immediately preceding item above in this listing for
State = NY, Effective Date of Table Entry = 12/31/2015).
(Patch 22308811)
2.
New York state withholding tax changes effective January 1, 2016, as published by the
New York State Department of Taxation and Finance in Publication NYS-50-T-NYS (1/16).
https://www.tax.ny.gov/pdf/publications/withholding/nys50_t_nys_116.pdf
(Patch 22332580)
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State
Effective
Date of Table
Entry
Table Update Description
OK
01/01/2016
The table entry effective-dated 01/01/2016 which was delivered in Tax Update 15-E is
updated to include Oklahoma withholding tax changes effective January 1, 2016, as published by
the Oklahoma Tax Commission.
https://www.ok.gov/tax/documents/2016WHTables.pdf
(Patch 22364522)
OR
01/01/2016
A new table entry effective-dated 01/01/2016 includes withholding tax changes effective
January 1, 2016, as published by the Oregon Department of Revenue.
http://www.oregon.gov/DOR/forms/FormsPubs/withholding-tax-formulas_206-436_2016.pdf
(Patch 22468693)
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State
Effective
Date of Table
Entry
Table Update Description
RI
01/01/2016
The table entry effective-dated 01/01/2016 which was delivered in Tax Update 15-E is
updated to include the following changes for 2016:
1.
For 2016, the taxable wage base for Temporary Disability Insurance is increased from
$64,200 to $66,300. The employee tax rate for Temporary Disability Insurance remains
unchanged at 1.2% of taxable wages.
http://www.dlt.ri.gov/lmi/news/quickref.htm
(Patch 22354126)
2.
The standard state unemployment taxable wage base is increased from $21,200
to $22,000 for 2016. The special higher state unemployment taxable wage base for
employers that have an experience rating of 9.79% is increased from $22,700 to $23,500.
Note: Only the standard unemployment taxable wage base value of $22,000 is
delivered in the State Tax Table entry for Rhode Island. Employers subject to the
higher Rhode Island unemployment taxable wage base in tax year 2016 should add new
rows to Company State Tax Table entries for Rhode Island effective-dated 01/01/2016
with the $23,500 value.
http://www.dlt.ri.gov/lmi/news/quickref.htm
(Patch 22354126)
3.
Withholding tax changes effective January 1, 2016, as published by the Rhode Island
Division of Taxation.
http://www.tax.ri.gov/forms/2016/Withholding/2016_Withholding_Booklet.pdf
(Patch 22468794)
VI
01/01/2016
A new table entry dated 01/01/2016 includes the increase in the U.S. Virgin Islands
unemployment insurance taxable wage base from $22,900 to $23,000 for tax year 2016.
(The website page at the link below will be updated with information for 2016.)
http://www.americanpayroll.org/members/stateui/state-ui-2/
(Patch 22354126)
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State
Effective
Date of Table
Entry
Table Update Description
VT
01/01/2016
A new table entry effective-dated 01/01/2016 includes the following changes for 2016:
1.
The state unemployment taxable wage base is increased from $16,400 to $16,800.
http://labor.vermont.gov/unemployment-insurance/employers/file-your-quarterly-reportstaxable-wage-base-information/
(Patch 22308767)
2.
The Vermont state hourly minimum wage is increased from $9.15 to $9.60.
http://labor.vermont.gov/wordpress/wp-content/uploads/Minimum-Wage-Poster.pdf
(Patch 22308767)
3.
Withholding tax changes effective January 1, 2016, as published by the State of Vermont
Department of Taxes.
http://tax.vermont.gov/sites/tax/files/documents/WithholdingInstructions.pdf
(Patch 22464493)
VT
01/01/2106
The table entry delivered in Tax Update 15-E with incorrect Effective Date = 01/01/2106 is deleted,
and replaced with the table entry with Effective Date = 01/01/2016 which is described immediately
above.
(Patch 22308767)
WV
01/01/2016
A new table entry dated 01/01/2016 includes the increase in the West Virginia state hourly
minimum wage from $8.00 to $8.75.
http://www.wvlabor.com/newwebsite/Documents/wageforms/Minimum%20Wage%20Po
ster%20new.pdf
(Patch 22308811)
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State
Effective
Date of Table
Entry
Table Update Description
Z2
01/01/2016
A new table entry dated 01/01/2016 is added to deliver withholding tax changes for residents
of the City of Yonkers which are effective for wages paid on or after January 1, 2016, as published by
the New York State Department of Taxation and Finance in Publication NYS-50-T-Y (1/16).
(Nonresident withholding tax rates remain unchanged.)
Yonkers
https://www.tax.ny.gov/pdf/publications/withholding/nys50_t_y_116.pdf
(Patch 22338364)
Z3
01/01/2016
See the entry for State = MD.
Note: The Missouri Department of Revenue published the 2016 Missouri Withholding Tax Formula too late for
the required change to be included as a table update in the script delivered with Tax Update 16-A. The table
update will be delivered in Tax Update 16-B. To update the State Tax Table entry for Missouri with the 2016
change prior to its delivery in Tax Update 16-B, please follow the instructions provided in PeopleSoft Payroll for
North America Hot Topics (Doc ID 1348833.1) which is available on My Oracle Support.
PEOPLESOFT PROPRIETARY
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T A X 16A910- N O T E S . D O C - 17
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JANUARY 15, 2016
Summary of State UI Taxable Wage Base Limits for 2016
State
Alabama
Alaska
Arizona
Arkansas
California
Colorado
Connecticut
Delaware
District of Columbia
Florida
Georgia
Hawaii
Idaho
Illinois
Indiana
Iowa
Kansas
Kentucky
Louisiana
Maine
Maryland
Massachusetts
Michigan (decrease)
Minnesota
Mississippi
Missouri
Montana
Nebraska
Nevada
New Hampshire
New Jersey
New Mexico
New York
North Carolina
North Dakota
Ohio
Oklahoma
Oregon
Pennsylvania
Puerto Rico
Rhode Island
South Carolina
South Dakota
Tennessee
Texas
Utah
Vermont
Virgin Islands
1 8 – T A X 16A910- N O T E S . D O C
2015
State UI Taxable Wage Base
Limit
8,000
$38,700
7,000
12,000
7,000
11,800
15,000
18,500
9,000
7,000
9,500
40,900
36,000
12,960
9,500
27,300
12,000
9,900
7,700
12,000
8,500
15,000
9,500 *
30,000
14,000
13,000
29,500
9,000
27,800
14,000
32,000
23,400
10,500
21,700
35,600
9,000
17,000
35,700
9,000
7,000
21,200 or 22,700 *
14,000
15,000
9,000
9,000
31,300
16,400
22,900
2016
State UI Taxable Wage Base
Limit
Change Delivered in Tax
Update
8,000
$39,700
7,000
12,000
7,000
12,200
15,000
18,500
9,000
7,000
9,500
42,200
37,200
12,960
9,500
28,300
14,000
10,200
7,700
12,000
8,500
15,000
9,000 *
31,000
14,000
13,000
30,500
9,000
28,200
14,000
32,600
24,100
10,700
22,300
37,200
9,000
17,500
36,900
9,500
7,000
22,000 or 23,500 *
14,000
15,000
9,000
9,000
32,200
16,800
23,000
PEOPLESOFT PROPRIETARY
Unchanged
16-A
Unchanged
Unchanged
Unchanged
15-E
Unchanged
Unchanged
Unchanged
Unchanged
Unchanged
16-A
16-A
Unchanged
Unchanged
15-E
15-E
15-E
Unchanged
Unchanged
Unchanged
Unchanged
15-E
15-E
Unchanged
Unchanged
15-E
Unchanged
15-E
Unchanged
15-E
15-E
15-E
15-E
16-A
Unchanged
15-E
15-E
15-E
Unchanged
16-A
Unchanged
Unchanged
Unchanged
Unchanged
15-E
15-E
16-A
AND
CONFIDENTIAL
JANUARY 15, 2016
PEOPLESOFT PAYROLL
2015
State UI Taxable Wage Base
Limit
State
Virginia
Washington
West Virginia
Wisconsin
Wyoming
8,000
42,100
12,000
14,000
24,700
FOR
NORTH AMERICA TAX UPDATE 16-A – RELEASE 9.1
2016
State UI Taxable Wage Base
Limit
8,000
44,000
12,000
14,000
25,500
Change Delivered in Tax
Update
Unchanged
15-E
Unchanged
Unchanged
15-E
* Note (Michigan):
For non-delinquent contributing employers, the state unemployment taxable wage base was reduced from
$9,500 to $9,000 effective beginning with wages paid on or after July 1, 2015. Because the state unemployment tax
calculation self-adjusts on an annual basis and does not allow for a mid-year change in the taxable wage base amount, the
reduced Michigan UI taxable wage base of $9,000 is delivered for the first time in Tax Update 15-E in a new table entry with
Effective Date = 01/01/2016.
* Note (Rhode Island):
Only the (lower) standard unemployment taxable wage base value is stored in the State Tax Table
entry for Rhode Island. Employers with an experience rate of 9.79% who are subject to the higher Rhode Island
unemployment taxable wage base amount should update their Company State Tax Table entry for Rhode Island.
State/Province Table
State
Table Update Description
Z3
The description for State Z3 is changed from “MD 1.25 % local tax” to “MD 1.75 % local tax”.
(Patch 22468375)
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JANUARY 15, 2016
Local Tax Table – Ohio School Districts
For the “new entry” Ohio school district taxes listed below, the appropriate corresponding Local Tax Reciprocity
Table and Taxable Gross Definition Table entries are also delivered in this tax update.
http://www.tax.ohio.gov/Portals/0/employer_withholding/2016%20year/WTH_EmployerLetter_2016.pdf
(Patch 22359728)
State
Locality
School District
OLD Rate/Amt
NEW Rate/Amt
Effective Date
OH
1203
Northeastern Local S.D.
New entry
0.010000 / Resident
0.000000 / Nonresident
01/01/2016
The school district uses
the alternative “earned
income only” tax base.
Local Jurisdiction = Other
Annual Exemption = 0
W2 Print Name = 1203
Taxing Entity Code = 1203
3303
Kenton City S.D.
0.015000 / Resident
0.000000 / Nonresident
0.010000 / Resident
0.000000 / Nonresident
01/01/2016
4202
Danville Local S.D.
0.017500 / Resident
0.000000 / Nonresident
0.015000 / Resident
0.000000 / Nonresident
01/01/2016
7107
Zane Trace S.D.
0.000000 / Resident
0.000000 / Nonresident
0.007500 / Resident
0.000000 / Nonresident
01/01/2016
Local Jurisdiction = Municipal
Annual Exemption = 650
Local Jurisdiction = Other
Annual Exemption = 0
New entry
0.010000 / Resident
0.000000 / Nonresident
The school district is reinstituting its tax to use
the alternative “earned
income only” tax base
effective Jan 1, 2016.
8603
Edon-Northwest
Local S.D.
The school district uses
the alternative “earned
income only” tax base.
2 0 – T A X 16A910- N O T E S . D O C
01/01/2016
Local Jurisdiction = Other
Annual Exemption = 0
W2 Print Name = 8603
Taxing Entity Code = 8603
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FOR
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Local Tax Table
State
Locality
Locality Name
OLD Rate/Amt
NEW Rate/Amt
Effective
Date
IN
023
Clinton
0.020000 / Resident
0.007500 / Nonresident
0.020000 / Resident
0.005000 / Nonresident
01/01/2016
0.010500 / Resident
0.006000 / Nonresident
0.015000 / Resident
0.008625 / Nonresident
01/01/2016
0.011000 / Resident
0.003500 / Nonresident
0.015500 / Resident
0.005000 / Nonresident
01/01/2016
0.012500 / Resident
0.005000 / Nonresident
0.015000 / Resident
0.005000 / Nonresident
01/01/2016
0.005000 / Resident
0.005000 / Nonresident
0.007000 / Resident
0.005500 / Nonresident
01/01/2016
0.012500 / Resident
0.005000 / Nonresident
0.015000 / Resident
0.005625 / Nonresident
01/01/2016
0.029640 / Resident
0.005000 / Nonresident
0.028640 / Resident
0.005000 / Nonresident
01/01/2016
0.027200 / Resident
0.005200 / Nonresident
0.027200 / Resident
0.005020 / Nonresident
01/01/2016
0.010000 / Resident
0.002500 / Nonresident
0.012500 / Resident
0.002500 / Nonresident
01/01/2016
0.015600 / Resident
0.011850 / Nonresident
0.018100 / Resident
0.012475 / Nonresident
01/01/2016
(Patch 22347638)
035
Delaware
(Patch 22347638)
045
Fountain
(Patch 22347638)
047
Franklin
(Patch 22347638)
051
Gibson
(Patch 22347638)
065
Henry
(Patch 22347638)
073
Jasper
(Patch 22347638)
109
Morgan
(Patch 22347638)
115
Ohio
(Patch 22347638)
123
Perry
(Patch 22347638)
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JANUARY 15, 2016
State
Locality
Locality Name
OLD Rate/Amt
NEW Rate/Amt
Effective
Date
IN
125
Pike
0.004000 / Resident
0.004000 / Nonresident
0.007500 / Resident
0.007500 / Nonresident
01/01/2016
0.031300 / Resident
0.006800 / Nonresident
0.033800 / Resident
0.006800 / Nonresident
01/01/2016
0.015000 / Resident
0.007500 / Nonresident
0.021000 / Resident
0.006700 / Nonresident
01/01/2016
0.012500 / Resident
0.005000 / Nonresident
0.015000 / Resident
0.005000 / Nonresident
01/01/2016
0.019800 / Resident
0.005800 / Nonresident
0.019800 / Resident
0.005000 / Nonresident
01/01/2016
0.015000 / Resident
0.005000 / Nonresident
0.017500 / Resident
0.005000 / Nonresident
01/01/2016
0.020000 / Resident
0.007500 / Nonresident
0.020000 / Resident
0.005000 / Nonresident
01/01/2016
0.012329 / Resident
0.004829 / Nonresident
0.014829 / Resident
0.004829 / Nonresident
01/01/2016
Graduated
Tax Table Code = ZD
Graduated
Tax Table Code = Z5
01/01/2016
0.026000 / Resident
0.026000 / Nonresident
0.025000 / Resident
0.025000 / Nonresident
Graduated
Tax Table Code = Z3
Graduated
Tax Table Code = Z3
0.012500 / Resident
0.012500 / Nonresident
0.017500 / Resident
0.017500 / Nonresident
(Patch 22347638)
131
Pulaski
(Patch 22347638)
139
Rush
(Patch 22347638)
145
Shelby
(Patch 22347638)
159
Tipton
(Patch 22347638)
161
Union
(Patch 22347638)
175
Washington
(Patch 22347638)
183
Whitley
(Patch 22347638)
MD
003
Anne Arundel
(Patch 22468375)
047
Worcester
(Patch 22468375)
2 2 – T A X 16A910- N O T E S . D O C
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01/01/2016
CONFIDENTIAL
JANUARY 15, 2016
PEOPLESOFT PAYROLL
FOR
NORTH AMERICA TAX UPDATE 16-A – RELEASE 9.1
State
Locality
Locality Name
OLD Rate/Amt
NEW Rate/Amt
Effective
Date
OH
02736
Athens
0.016500 / Resident
0.016500 / Nonresident
0.017500 / Resident
0.017500 / Nonresident
01/01/2016
0.010000 / Resident
0.010000 / Nonresident
0.015000 / Resident
0.015000 / Nonresident
01/01/2016
0.017500 / Resident
0.017500 / Nonresident
0.020000 / Resident
0.020000 / Nonresident
01/01/2016
0.016000 / Resident
0.016000 / Nonresident
0.020000 / Resident
0.020000 / Nonresident
01/01/2016
0.010000 / Resident
0.010000 / Nonresident
0.015000 / Resident
0.015000 / Nonresident
01/01/2016
0.015000 / Resident
0.015000 / Nonresident
0.017500 / Resident
0.017500 / Nonresident
01/01/2016
0.015000 / Resident
0.015000 / Nonresident
0.020000 / Resident
0.020000 / Nonresident
01/01/2016
0.010000 / Resident
0.010000 / Nonresident
0.012500 / Resident
0.012500 / Nonresident
01/01/2016
0.014500 / Resident
0.014500 / Nonresident
0.019500 / Resident
0.019500 / Nonresident
01/01/2016
0.007000 / Resident
0.007000 / Nonresident
0.007100 / Resident
0.007100 / Nonresident
01/01/2016
0.007237 / Resident
0.007237 / Nonresident
0.007337 / Resident
0.007337 / Nonresident
01/01/2016
(Patch 22362128)
03744
Baltic
(Patch 22362128)
09358
Brookville
(Patch 22362128)
14184
Chillicothe
(Patch 22362128)
41608
Lakeview
(Patch 22362128)
42938
Lewisburg
(Patch 22362128)
44632
Logan
(Patch 22362128)
69834
Salem
(Patch 22362128)
81718
Washington Court House
(Patch 22362128)
OR
039
Lane County
(Patch 22379932)
P0746
Tri-County Transport
(Patch 22379932)
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State
Locality
Locality Name
OLD Rate/Amt
NEW Rate/Amt
Effective
Date
WV
55756
Morgantown
New entry
$156.00 / Resident
$156.00 / Nonresident
01/01/2016
(Patch 22236022)
Maximum Tax = $156.00
Local Tax Calc Type = Amt per Pd
2 4 – T A X 16A910- N O T E S . D O C
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Local Tax Reciprocity Table
Locality of
Residence
Locality of
Employment
OH-1203
Northeastern
Local S.D.
(blank)/
$DFLT
Effective
Date
01/01/2016
Credit
Reduction
Percent
n/a
Credit
Limit
Rate
n/a
Rule 1: Withhold both work locality tax and
residence locality tax on work locality wages.
Reason for Change:
New table entry added to support new Ohio school
district tax effective January 1, 2016.
(Patch 22359728)
OH-8603
Edon-Northwest
Local S.D.
Reciprocity Rule /
Reason for Change
(blank)/
$DFLT
01/01/2016
n/a
Rule 1: Withhold both work locality tax and
residence locality tax on work locality wages.
Reason for Change:
New table entry added to support new Ohio school
district tax effective January 1, 2016.
(Patch 22359728)
PEOPLESOFT PROPRIETARY
n/a
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T A X 16A910- N O T E S . D O C - 25
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FOR
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JANUARY 15, 2016
Local Tax Table – Pennsylvania Local Earned Income Tax
Tax Update 16-A includes updates to Pennsylvania Local Earned Income Tax entries in the Local Tax Table based on data
downloaded from the “Official Register” on the website maintained by the Commonwealth of Pennsylvania Department of
Community & Economic Development. Table updates are delivered for Local Tax Table entries for Local Earned Income
Taxes for which previously existing tax rates do not match the current information downloaded from the on the Pennsylvania
website. All updates to Pennsylvania Local Earned Income Tax entries in the Local Tax Table delivered in this tax update are
effective-dated 01/01/2016.
Note: Normally, updates to Pennsylvania Local Earned Income Tax entries in the Local Tax Table are based on data
downloaded from the “Real Time Register” on the website maintained by the Commonwealth of Pennsylvania Department of
Community & Economic Development. For Tax Update 16-A only, the “Official Register” was used, because the “Real Time
Register” had not yet been updated with rate changes for 2016, according to a notice on the Pennsylvania website:
The Pennsylvania Local Earned Income Tax rate changes downloaded from the “Official Register” on the Pennsylvania
website are documented separately in these files delivered with this tax update:
PA32EIT16A.doc
PA32EIT16A.xls
Word document
Excel spreadsheet
http://community.newpa.com/local-government/local-income-tax-information/
(Patch 22472040)
Local Tax Table – Pennsylvania Local Services Tax
This patch includes updates to Pennsylvania Local Services Tax entries in the Local Tax Table based on the December 15,
2015 update of the “Official Register” on the website maintained by the Commonwealth of Pennsylvania. All updates to
Pennsylvania Local Services Tax entries in the Local Tax Table delivered in this tax update are effective-dated 01/01/2016.
The Pennsylvania Local Services Tax rate changes downloaded from the Official Register on Pennsylvania website are
documented separately in these files delivered with this tax update:
PA16ALST.doc
PA16ALST.xls
Word document
Excel spreadsheet
http://community.newpa.com/local-government/local-income-tax-information/
(Patch 22323474)
Note: Product modifications could not be completed for delivery in this tax update for reported increases in the Local Services
Taxes imposed by the cities of Aliquippa (to $104 annually), Harrisburg (to $156 annually), and Johnstown (to $156 annually).
Because the reported new tax amounts exceed the Pennsylvania statewide annual limit of $52, COBOL program changes will
be required to implement the tax increases in the Local Service Tax amounts for these jurisdictions.
2 6 – T A X 16A910- N O T E S . D O C
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PEOPLESOFT PAYROLL
FOR
NORTH AMERICA TAX UPDATE 16-A – RELEASE 9.1
Taxable Gross Definition Table
Note: Any user-defined entries you may have previously added to the Taxable Gross Definition Table entries for
the jurisdictions listed below will need to be re-added after applying this tax update. User-defined entries are not
carried forward when Taxable Gross Definition Table entries are redelivered.
State/
Locality
Effective Date
of Table Entry
Table Update Description
OH-1203
Northeastern
Local S.D.
01/01/2016
New table entry added to support new Ohio school district tax effective January 1, 2016.
(Patch 22359728)
For:
Taxable Gross = Withholding
Base Gross = FWT
Taxable Gross Component ID = 125
Withholding Follows Federal Rules = Yes
Tax Gross Effect = “No Effect”
Taxable Gross Component ID = 401K
Withholding Follows Federal Rules = Yes
Tax Gross Effect = “No Effect”
Taxable Gross Component ID = GTL
Withholding Follows Federal Rules = Yes
Tax Gross Effect = “No Effect”
OH-8603
Edon-Northwest
Local S.D.
01/01/2016
(Patch 22359728)
New table entry added to support new Ohio school district tax effective January 1, 2016.
For:
Taxable Gross = Withholding
Base Gross = FWT
Taxable Gross Component ID = 125
Withholding Follows Federal Rules = Yes
Tax Gross Effect = “No Effect”
Taxable Gross Component ID = 401K
Withholding Follows Federal Rules = Yes
Tax Gross Effect = “No Effect”
Taxable Gross Component ID = GTL
Withholding Follows Federal Rules = Yes
Tax Gross Effect = “No Effect”
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T A X 16A910- N O T E S . D O C - 27
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FOR
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JANUARY 15, 2016
Canadian Changes
Canadian Tax Table Changes
Page
Field
Old
Amount
New
Amount
Effective
Date
CPP/QPP and EI
Max Annl Pensionable
Earnings (CPP)
$53,600.00
$54,900.00
01 Jan 2016
CPP/QPP and EI
Max Annl Pensionable
Earnings (QPP)
$53,600.00
$54,900.00
01 Jan 2016
CPP/QPP and EI
Employee Contribution
Percent (QPP)
5.250
5.325
01 Jan 2016
CPP/QPP and EI
Max Annual Insurable
Earnings (Federal EI)
$49,500.00
$50,800.00
01 Jan 2016
CPP/QPP and EI
Employee Reduced EI Rate
(QC EI)
1.54000
1.52000
01 Jan 2016
CPP/QPP and EI
Max Annual Insurable
Earnings (QC EI)
$49,500.00
$50,800.00
01 Jan 2016
CPP/QPP and EI
QPIP Employee Premium
Percent
0.55900
0.54800
01 Jan 2016
CPP/QPP and EI
QPIP Employer Premium
Percent
0.78200
0.76700
01 Jan 2016
CPP/QPP and EI
QPIP Max Insurable
Earnings
$70,000.00
$71,500.000
01 Jan 2016
Tax Rates, Credits and
Other
Federal Basic Personal
Amount
$11,327.00
$11,474.00
01 Jan 2016
Tax Rates, Credits and
Other
Québec Basic Personal
Amount
$11,425.00
$11,550.00
01 Jan 2016
Tax Rates, Credits and
Other
RPP/RRSP Limit (F Factor)
$24,930.00
$25,370.00
01 Jan 2016
Tax Rates, Credits and
Other
Maximum Credit (LCF)
$500.00
$250.00
01 Jan 2016
Tax Rates, Credits and
Other
LCF Rate
0.10000
0.05000
01 Jan 2016
Tax Rates, Credits and
Other
Annual Taxable Income (A)
$44,701.00
$45,282.00
01 Jan 2016
Tax Rates, Credits and
Other
Annual Taxable Income (A)
$89,401.00
$90,563.00
01 Jan 2016
Tax Rates, Credits and
Other
Annual Taxable Income (A)
$138,586.00
$140,388.00
01 Jan 2016
Tax Rates, Credits and
Other
Annual Taxable Income (A)
N/A
$200,000.00
(New)
01 Jan 2016
Tax Rates, Credits and
Other
Federal Tax Rate (R)
0.22000
0.20500
01 Jan 2016
2 8 – T A X 16A910- N O T E S . D O C
Province
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JANUARY 15, 2016
Page
PEOPLESOFT PAYROLL
Province
FOR
NORTH AMERICA TAX UPDATE 16-A – RELEASE 9.1
Field
Old
Amount
New
Amount
Effective
Date
Tax Rates, Credits and
Other
Federal Tax Rate (R)
N/A
0.33000
(New)
01 Jan 2016
Tax Rates, Credits and
Other
Federal Constant (K)
$3,129.00
$2,491.00
01 Jan 2016
Tax Rates, Credits and
Other
Federal Constant (K)
$6,705.00
$7,471.00
01 Jan 2016
Tax Rates, Credits and
Other
Federal Constant (K)
$10,863.00
$11,683.00
01 Jan 2016
Tax Rates, Credits and
Other
Federal Constant (K)
N/A
$19,683.00
(New)
01 Jan 2016
Tax Rates, Credits and
Other
Annual Taxable Income (I1)
$41,935.00
$42,390.00
01 Jan 2016
Tax Rates, Credits and
Other
Annual Taxable Income (I1)
$83,865.00
$84,780.00
01 Jan 2016
Tax Rates, Credits and
Other
Annual Taxable Income (I1)
$102,040.00
$103,150.00
01 Jan 2016
Tax Rates, Credits and
Other
Provincial Constant (K1)
$1,677.00
$1,695,00
01 Jan 2016
Tax Rates, Credits and
Other
Provincial Constant (K1)
$5,032.00
$5,086.00
01 Jan 2016
Tax Rates, Credits and
Other
Provincial Constant (K1)
$6,817.00
$6,891.00
01 Jan 2016
Provincial Rates
AB
WCB Limit
$95,300.00
$98,700.00
01 Jan 2016
Provincial Rates
AB
Basic Tax Credit Amt (TCP)
$18,214.00
$18,451.00
01 Jan 2016
Provincial Rates
BC
WCB Limit
$78,600.00
$80,600.00
01 Jan 2016
Provincial Rates
BC
Basic Tax Credit Amt (TCP)
$9,938.00
$10,027.00
01 Jan 2016
Provincial Rates
BC
Annual Taxable Income (A)
$37,869.00
$38,210.00
01 Jan 2016
Provincial Rates
BC
Annual Taxable Income (A)
$75,740.00
$76,421.00
01 Jan 2016
Provincial Rates
BC
Annual Taxable Income (A)
$86,958.00
$87,741.00
01 Jan 2016
Provincial Rates
BC
Annual Taxable Income (A)
$105,592.00
$106,543.00
01 Jan 2016
Provincial Rates
BC
Annual Taxable Income (A)
$151,050.00
N/A
01 Jan 2016
Provincial Rates
BC
Prov. Tax Rate (V)
0.16800
N/A
01 Jan 2016
Provincial Rates
BC
Prov Constant (KP)
$1,000.00
$1,009.00
01 Jan 2016
Provincial Rates
BC
Prov Constant (KP)
$3,120.00
$3,149.00
01 Jan 2016
Provincial Rates
BC
Prov Constant (KP)
$4,677.00
$4,719.00
01 Jan 2016
Provincial Rates
BC
Prov Constant (KP)
$7,222.00
$7,287.00
01 Jan 2016
Provincial Rates
BC
Prov Constant (KP)
$10,394.00
N/A
01 Jan 2016
Provincial Rates
MB
WCB Limit
$121,000.00
$125,000.00
01 Jan 2016
Provincial Rates
NB
WCB Limit
$60,900.00
$61,800.00
01 Jan 2016
Provincial Rates
NB
Basic Tax Credit Amt (TCP)
$9,633.00
$9,758.00
01 Jan 2016
PEOPLESOFT PROPRIETARY
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T A X 16A910- N O T E S . D O C - 29
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FOR
NORTH AMERICA TAX UPDATE 16-A - RELEASE 9.1
JANUARY 15, 2016
Page
Province
Field
Old
Amount
New
Amount
Effective
Date
Provincial Rates
NB
Annual Taxable Income (A)
$39,973.00
$40,492.00
01 Jan 2016
Provincial Rates
NB
Annual Taxable Income (A)
$79,946.00
$80,985.00
01 Jan 2016
Provincial Rates
NB
Annual Taxable Income (A)
$129,975.00
$131,664.00
01 Jan 2016
Provincial Rates
NB
Prov. Tax Rate (V)
0.24160
0.21000
01 Jan 2016
Provincial Rates
NB
Prov. Tax Rate (V)
0.33660
0.25750
01 Jan 2016
Provincial Rates
NB
Prov Constant (KP)
$2,055.00
$2,081.00
01 Jan 2016
Provincial Rates
NB
Prov Constant (KP)
$3,414.00
$3,458.00
01 Jan 2016
Provincial Rates
NB
Prov Constant (KP)
$5,129.00
$5,196.00
01 Jan 2016
Provincial Rates
NB
Prov Constant (KP)
$14,609.00
$9,936.00
01 Jan 2016
Provincial Rates
NB
Prov Constant (KP)
$38,359.00
$21,811.00
01 Jan 2016
Provincial Rates
NL
WCB Limit
$61,615.00
$62,540.00
01 Jan 2016
Provincial Rates
NL
Basic Tax Credit Amt (TCP)
$8,767.00
$8,802.00
01 Jan 2016
Provincial Rates
NL
Annual Taxable Income (A)
$35,008.00
$35,148.00
01 Jan 2016
Provincial Rates
NL
Annual Taxable Income (A)
$70,015.00
$70,295.00
01 Jan 2016
Provincial Rates
NL
Annual Taxable Income (A)
$125,000.00
$125,500.00
01 Jan 2016
Provincial Rates
NL
Annual Taxable Income (A)
$175,000.00
$175,700.00
01 Jan 2016
Provincial Rates
NL
Prov Constant (KP)
$1,680.00
$1,687.00
01 Jan 2016
Provincial Rates
NL
Prov Constant (KP)
$2,241.00
$2,249.00
01 Jan 2016
Provincial Rates
NL
Prov Constant (KP)
$3,491.00
$3,504.00
01 Jan 2016
Provincial Rates
NL
Prov Constant (KP)
$5,241.00
$5,261.00
01 Jan 2016
Provincial Rates
NS
WCB Limit
$56,800.00
$58,200.00
01 Jan 2016
Provincial Rates
NT
WCB Limit
$86,000.00
$88,600.00
01 Jan 2016
Provincial Rates
NT
Basic Tax Credit Amt (TCP)
$13,900.00
$14,081.00
01 Jan 2016
Provincial Rates
NT
Annual Taxable Income (A)
$40,484.00
$41,011.00
01 Jan 2016
Provincial Rates
NT
Annual Taxable Income (A)
$80,971.00
$82,024.00
01 Jan 2016
Provincial Rates
NT
Annual Taxable Income (A)
$131,641.00
$133,353.00
01 Jan 2016
Provincial Rates
NT
Prov Constant (KP)
$1,093.00
$1,107.00
01 Jan 2016
Provincial Rates
NT
Prov Constant (KP)
$4,008.00
$4,060.00
01 Jan 2016
Provincial Rates
NT
Prov Constant (KP)
$6,443.00
$6,527.00
01 Jan 2016
Provincial Rates
NU
WCB Limit
$86,000.00
$88,600.00
01 Jan 2016
Provincial Rates
NU
Basic Tax Credit Amt (TCP)
$12,781.00
$12,947.00
01 Jan 2016
Provincial Rates
NU
Annual Taxable Income (A)
$42,622.00
$43,176.00
01 Jan 2016
Provincial Rates
NU
Annual Taxable Income (A)
$85,243.00
$86,351.00
01 Jan 2016
Provincial Rates
NU
Annual Taxable Income (A)
$138,586.00
$140,388.00
01 Jan 2016
Provincial Rates
NU
Prov Constant (KP)
$1,279.00
$1,295.00
01 Jan 2016
Provincial Rates
NU
Prov Constant (KP)
$2,984.00
$3,022.00
01 Jan 2016
3 0 – T A X 16A910- N O T E S . D O C
PEOPLESOFT PROPRIETARY
AND
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JANUARY 15, 2016
PEOPLESOFT PAYROLL
FOR
NORTH AMERICA TAX UPDATE 16-A – RELEASE 9.1
Page
Province
Field
Old
Amount
New
Amount
Effective
Date
Provincial Rates
NU
Prov Constant (KP)
$6,448.00
$6,532.00
01 Jan 2016
Provincial Rates
ON
Tax Reduction (S)
$228.00
$231.00
01 Jan 2016
Provincial Rates
ON
Threshold Amount (V1A)
$4,418.00
$4,484.00
01 Jan 2016
Provincial Rates
ON
Threshold Amount (V1B)
$5,654.00
$5,739.00
01 Jan 2016
Provincial Rates
ON
WCB Limit
$85,200.00
$88,000.00
01 Jan 2016
Provincial Rates
ON
Basic Tax Credit Amt (TCP)
$9,863.00
$10,011.00
01 Jan 2016
Provincial Rates
ON
Annual Taxable Income (A)
$40,922.00
$41,536.00
01 Jan 2016
Provincial Rates
ON
Annual Taxable Income (A)
$81,847.00
$83,075.00
01 Jan 2016
Provincial Rates
ON
Prov Constant (KP)
$1,678.00
$1,703.00
01 Jan 2016
Provincial Rates
ON
Prov Constant (KP)
$3,323.00
$3,373.00
01 Jan 2016
Provincial Rates
ON
Prov Constant (KP)
$4,823.00
$4,873.00
01 Jan 2016
Provincial Rates
ON
Prov Constant (KP)
$7,023.00
$7,073.00
01 Jan 2016
Provincial Rates
PE
WCB Limit
$52,100.00
$52,200.00
01 Jan 2016
Provincial Rates
QC
WCB Limit
$70,000.00
$71,500.00
01 Jan 2016
Provincial Rates
SK
WCB Limit
$65,130.00
$69,242.00
01 Jan 2016
Provincial Rates
SK
Basic Tax Credit Amt (TCP)
$15,639.00
$15,843.00
01 Jan 2016
Provincial Rates
SK
Annual Taxable Income (A)
$44,028.00
$44,601.00
01 Jan 2016
Provincial Rates
SK
Annual Taxable Income (A)
$125,795.00
$127,430.00
01 Jan 2016
Provincial Rates
SK
Prov Constant (KP)
$881.00
$892.00
01 Jan 2016
Provincial Rates
SK
Prov Constant (KP)
$3,396.00
$3,441.00
01 Jan 2016
Provincial Rates
YT
Tax Credit Rate (K1P)
0.05760
0.06400
01 Jan 2016
Provincial Rates
YT
Basic Tax Credit Amt (TCP)
$11,327.00
$11,474.00
01 Jan 2016
Provincial Rates
YT
Annual Taxable Income (A)
$44,701.00
$45,282.00
01 Jan 2016
Provincial Rates
YT
Annual Taxable Income (A)
$89,401.00
$90,563.00
01 Jan 2016
Provincial Rates
YT
Annual Taxable Income (A)
$138,586.00
$140,388.00
01 Jan 2016
Provincial Rates
YT
Prov. Tax Rate (V)
0.05760
0.06400
01 Jan 2016
Provincial Rates
YT
Prov. Tax Rate (V)
0.08320
0.09000
01 Jan 2016
Provincial Rates
YT
Prov. Tax Rate (V)
0.10360
0.10900
01 Jan 2016
Provincial Rates
YT
Prov. Tax Rate (V)
0.12840
0.12800
01 Jan 2016
Provincial Rates
YT
Prov. Tax Rate (V)
0.17240
0.15000
01 Jan 2016
Provincial Rates
YT
Prov Constant (KP)
$1,144.00
$1,177.00
01 Jan 2016
Provincial Rates
YT
Prov Constant (KP)
$2,968.00
$2,898.00
01 Jan 2016
Provincial Rates
YT
Prov Constant (KP)
$6,405.00
$5,565.00
01 Jan 2016
Provincial Rates
YT
Prov Constant (KP)
$28,405.00
$16,565.00
01 Jan 2016
(Patch 21305376; posted to My Oracle Support on 17 December 2015)
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T A X 16A910- N O T E S . D O C - 31
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JANUARY 15, 2016
Tax Update 16-A - COBOL and Store Statement Changes for Release 9.1
All payroll users must apply all COBOL and store statement changes included in Tax Update 16-A.
Changed COBOL Modules
This tax update includes the modified COBOL programs and copy members listed below. Customers should
incorporate the source programs into their source libraries and recompile and relink. For delivered copy members,
any modules affected by the changed copy members must also be recompiled. For your installation, if you do not
have a tool to determine which COBOL modules are affected by the changed copy member(s), we recommend
that you recompile all modules.
Changed Store Statements
This tax update includes the modified store statements listed below. They are located in the COBOL directory.
Replace your current version and rerun your store statements using DataMover.
For Release 9.1
Changes are made to COBOL programs:
PSPCNTAX.CBL
PSPEARRY.CBL
PSPECALC.CBL
PSPLDTL2.CBL
PSPMFLSA.CBL
PSPPYCAL.CBL
PSPPYNET.CBL
PSPTCALC.CBL
PSPUSTAX.CBL
Changes are made to copy members:
PSCEARRY.CBL
PSCEFLSA.CBL
PSCRFERY.CBL
PSCTMERY.CBL
PSCWKERY.CBL
Changes are made to store statements:
FGPCADJG.DMS
PSPEARRY.DMS
PSPMFLSA.DMS
3 2 – T A X 16A910- N O T E S . D O C
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Patch Numbers
COBOL and Store Statement changes for the patch numbers listed below are included in this tax update.
Unless otherwise indicated by a specific posting date, patch numbers referenced in these tax update notes
have not been posted to My Oracle Support.
E&G = PeopleSoft Payroll for North America for Education & Government
USF = PeopleSoft Payroll for North America for U.S. Federal Government
Patch
Description
20533121
Patch 20533121 modifies PSPPYNET.CBL to create accurate tax rows for Pennsylvania Act 32 Local Earned Income Tax
calculations for a Pennsylvania resident in the following scenario:
1.
2.
3.
The employee lives in a Pennsylvania Act 32 locality, and normally works 100% of the pay period in Philadelphia.
For a particular pay period, instead of working in Philadelphia, the employee worked both in the Pennsylvania Act 32
residence locality and at a location in a state other than Pennsylvania.
All hours for the particular pay period were “backed-out” of Philadelphia (by entering negative hours on the pay sheet),
and the hours were allocated between Maryland and the Pennsylvania Act 32 residence locality.
Prior to the modifications, tax rows containing incorrect PSD codes and incorrect local taxable gross wage and tax amounts were
created in the above scenario. The incorrect results varied depending on whether or not the employee had before-tax deductions.
Note: If the hours were not “backed-out” of Philadelphia using negative hours, and instead, the time in Philadelphia was zeroedout and then allocated to the Maryland locality and the Pennsylvania Act 32 residence locality, the tax rows were correct in the
above scenario.
(Posted to My Oracle Support on 08 December 2015)
21048600
Patch 21048600 modifies PSPEARRY.CBL, PSPECALC.CBL, PSPEARRY.DMS, and copy members PSCEARRY.CBL,
PSCEFLSA.CBL, PSCTMERY.CBL, PSCWKERY.CBL and PSCRFERY.CBL to correctly calculate an employee’s earnings in the
following scenario:
1. The employee and/or Pay Group is subject to FLSA and there is more than one FLSA period for the pay period (e.g.,
two FLSA weeks); and
2. The employee is paid an earnings that is set up on the Earnings Table with Payment Type = “Flat Amount”; and
3. The employee’s earnings are loaded to the pay sheet using the Time and Labor Load process.
Prior to the modifications, in this scenario, an employee was paid only one-half of the expected earnings amount when Pay
Calculation was processed. For example, instead of $100.00 being paid for the flat amount earnings type, only $50.00 was paid,
because the flat amount was being incorrectly prorated by the number of FLSA weeks.
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Patch
Description
21305376
Patch 21305376 modifies PSPCNTAX.CBL to support the following changes as specified in the T4127 guide (CRA) and the TP1015-F.V guide (Revenu Québec):





K4 – Canada Employment Credit – changed to $1,161 from $1,146.
BC – Provincial tax reduction:
o If net income is less than or equal to $19,171 (formerly $18,327), the reduction is equal to the lesser of (i) basic
provincial tax, and (ii) $436 (formerly $412).
o If net income is greater than $19,171 and less than or equal to $31,628.14 (formerly $31,202.00), the reduction is
equal to the lesser of (i) basic provincial tax and (ii) $436 – [(Annual net income - $19,171) x 3.5% (formerly
3.2%)].
o If net income is greater than $31,628.14, there is no reduction.
YK – K4P – increased to $1,161 from $1,146.
Variable H – Deduction for Employment – increased to $1,130 from $1,120.
Variable Z – Health Contributions
Estimated Annual Income (R)
More than
Equal to or less than
Health Contribution
Variable Z
$0
$18,570
$0
$18,570
$41,265
Whichever is less:
$100;
5% x (R - $18,570)
$41,265
$134,095
Whichever is less:
$200;
$100 + [5% x (R-$41,265)]
$134,095
Whichever is less:
$1000;
$200 + [4% x (R - $134,095)]
(Patch 21305376; posted to My Oracle Support on 17 December 2015)
3 4 – T A X 16A910- N O T E S . D O C
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Patch
Description
21689845
Patch 21689845 modifies PSPLDTL2.CBL to correctly refresh the following six fields that are displayed on the employee’s
Additional Data payline sub-page when Time and Labor transactions are processed in the scenario described below.
Business Unit (BUSINESS_UNIT)
Department (DEPTID)
Job Code (JOBCODE)
Position (POSITION_NBR)
FICA Status (FICA_STATUS_EE)
GL Pay Type (GL_PAY_TYPE)
Prior to the modifications, all of the six fields listed above were updated on the Time and Labor payline with data from the related
Job record in the following scenario:
1.
Time and Labor payable transactions are loaded to the pay sheets.
2.
Subsequently an override is applied to one of the six fields listed above on the employee’s current Job record, which
sets the Job Pay Data Change flag on the employee’s payline to “Calculation Required”.
3.
Pay Calculation is processed reloading the Time and Labor payable transactions.
4.
Subsequently another change is entered for the employee (e.g., a new general deduction is set up) which again
triggers the Job Pay Data Change flag on the employee’s payline to “Calculation Required”.
5.
Pay Calculation is processed again, reloading the Time and Labor payable transactions.
Example:
FICA Status
After step 1 above
After step 3 above
After step 5 above
PEOPLESOFT PROPRIETARY
AND
Before the modifications
“N” (Subject)
“E” (Exempt)
“N” (Subject)
CONFIDENTIAL
After the modifications
“N” (Subject)
“E” (Exempt)
“E” (Exempt)
T A X 16A910- N O T E S . D O C - 35
PEOPLESOFT PAYROLL
FOR
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JANUARY 15, 2016
Patch
Description
21772860
Patch 21772860 modifies PSPTCALC.CBL to correctly calculate taxable gross amounts for the FUTA Credit Reduction (Tax
Class 6) when an employee has a different number of Tax Periods specified on different payline for the same paycheck, as in this
scenario:
1.
The annual maximum Federal Unemployment Tax Act (FUTA) taxable wage limit = $7,000.00.
2.
The employee’s FUTA Credit Reduction YTD taxable gross prior to the next pay calculation = $4,934.91
($2,065.09 less than the annual FUTA taxable wage limit of $7,000.00).
3.
When a payment in the amount of $2,116.04 is subsequently calculated for the employee, one of the employee’s
Additional Data payline sub-pages is updated to show Tax Periods > 1.
Subsequent pay calculation results, before vs. after the modifications delivered in Tax Update 16-A:
Subsequent payment in the amount of $2,116.04
FUTA Credit Reduction (Tax Class 6)
Current Taxable Gross
FUTA Credit Reduction (Tax Class 6)
YTD Taxable Gross
Before
the
modifications
$2116.04
(incorrect, causing YTD taxable gross to exceed annual
maximum FUTA taxable wage limit of $7,000.00)
$7,050.95 (4,934.91+ 2116.04)
(incorrect, exceeds the annual maximum
FUTA taxable wage limit of $7,000.00)
After
the
modifications
$2,065.09
(correct)
$7,000.00 (4,934.91+2,065.09)
(correct)
3 6 – T A X 16A910- N O T E S . D O C
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Patch
Description
21785497
Patch 21785497 modifies PSPPYNET.CBL and PSPTCALC.CBL to correctly calculate an employee’s Missouri resident state
withholding tax when a Missouri resident is paid an on-cycle check that includes both (a) supplemental wages for work at a tax
location in Missouri and (b) regular wages for work performed in one or more states other than Missouri. State Tax Reciprocity
Rule 3 is applied in calculating the state tax withheld on the regular wages:
Withhold 100% of calculated work state withholding on work state wages. Calculate residence state withholding on total wages, then
factor the calculated residence state withholding by the percentage of total wages earned in the residence state, and withhold the
factored amount of the residence state withholding.
Prior to the modifications, Missouri withholding tax was calculated incorrectly in the above-described situation, as illustrated in the
following example for a Missouri resident who is paid a total of $10,000 in an on-cycle check for work in both Missouri and
Michigan.
The employee is a Missouri resident who is paid semi-monthly and whose tax status is single claiming zero withholding
allowances.
On-cycle check
State withholding tax calculations
before the modifications
State withholding tax calculations
after the modifications
$7,000 bonus
Work location = Missouri
(aggregate tax method)
Missouri tax = $420.00
(factor applied incorrectly)
Missouri tax = $394.00
$3,000 regular wages
Work location = Michigan
(annualized tax method)
Michigan tax = $127.50
(correct)
PEOPLESOFT PROPRIETARY
AND
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Missouri tax on total wages ($10.000) = $562.38
Multiplied by factor of 0.70 = $393.67, rounded to $394.00
(Factor = 7000.00 / 10,000.00 = 0.70)
Michigan tax = $127.50
(unchanged)
T A X 16A910- N O T E S . D O C - 37
PEOPLESOFT PAYROLL
FOR
NORTH AMERICA TAX UPDATE 16-A - RELEASE 9.1
JANUARY 15, 2016
Patch
Description
21918996
USF
Patch 21918996 modifies FGPCADJG.DMS to correctly generate Payroll Error Message 020010 if the status for the
GVT_GEOLOC_CD is set to Inactive on the Location Address Table (Setup HCM>Foundation Tables>Organization>Location
USF or Geographic Location MIL).
Example:
Job Data:
Employee is set up with Location Code L00001
Location USF page Location Code L00001:
Geoloc Cd is set up with 110010001
Geographical Location Table Code 110010001:
Historical rows show Status = “Active” but the current row that is in
effect for the payroll currently processed shows Status = ”Inactive”.
Geographic Location Table 110010001
Status = Inactive for the effective-dated row
applicable to payroll currently processed
Before the modifications
After the modifications
Employee processed with
Location Code L00001 associated with Geoloc
Cd 110010001
Employee is paid.
No error message generated
when Pay Calc is processed.
Employee is not paid.
Error message 020010 is correctly
generated.
3 8 – T A X 16A910- N O T E S . D O C
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Patch
Description
21919053
Patch 21919053 modifies PSPPYCAL.CBL to successfully calculate an employee’s paycheck when a gross-up earnings amount
is paid on a separate check and covers an entire prior pay period that includes multiple FLSA periods.
Prior to the modifications, the Pay Calculation process generated error message 000058 and the employee was not paid in this
situation.
(Posted to My Oracle Support as Patch 22181360 on 04 December 2015)
22110462
Patch 22110462 modifies PSPPYNET.CBL to ensure that local taxable gross and local tax amounts are not calculated when an
employee has both (1) an earnings set up with a Taxable Gross Component ID with Tax Gross Effect = “Subtracts From” and (2)
a before-tax benefits deduction set up with a Taxable Gross Component ID with Tax Gross Effect = “No Effect”. Prior to the
modifications, in this situation the program incorrectly calculated a local tax row with negative gross and tax amounts that
matched the benefit deduction amount.
Example: The following earnings and deduction are processed for an employee who is subject to the St. Louis earnings tax
(Locality MO-65000):

Earnings Code “ABC” is set up with Taxable Gross Component ID = “NOCTY”.
The Taxable Gross Definition Table entry for Locality MO-65000 is set up to indicate Tax Gross Effect = “Subtracts
from Gross” for Taxable Gross Component ID “NOCTY”.

Deduction Code “DEF” includes a before-tax deduction associated with Taxable Gross Component ID “401K”.
The Taxable Gross Definition Table entry for Locality MO-65000 is set up to indicate Tax Gross Effect = “No Effect” for
Taxable Gross Component ID “401K”.
Employee’s paycheck calculation
includes a before-tax deduction 401(k)
in the amount of $81.73 for Deduction
Code “DEF”.
PEOPLESOFT PROPRIETARY
AND
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Incorrect Paycheck-Taxes result for
Locality MO-65000
before the modifications
Correct Paycheck-Taxes result for
Locality MO-65000
after the modifications
taxable gross
(81.73)
tax
( 0.82)
No taxable gross amount is generated for
Locality MO-65000, and no tax is withheld.
T A X 16A910- N O T E S . D O C - 39
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FOR
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JANUARY 15, 2016
Patch
Description
22241378
Patch 22241378 modifies PSPTCALC.CBL to correctly calculate an employee’s resident state withholding tax when the
employee lives and works in the same state and is paid regular, supplemental and special supplemental earnings on the same
paycheck.
Prior to the modifications, state withholding tax was over-calculated for an employee in the above-described situation.
22265126
Patch 22265126 modifies PSPUSTAX.CBL to support the changes in the Maine withholding tax calculation formula which are
effective for wages paid on or after January 1, 2016. Maine has added a new “Phase-Out” calculation to the percentage
withholding tax formula.
http://www.maine.gov/revenue/forms/with/2016/16_wh_tab&instructions%20rev%202015-11-12.pdf
Tax Update 16-A also delivers an update to the State Tax Table entry for State = ME with Effective Date = 01/01/2016. Both the
tax table update and the COBOL program modification must be applied together in order to correctly calculate Maine withholding
tax on wages paid on or after January 1, 2016.
See the earlier U.S. Changes section of this document for information regarding the State Tax Table update delivered for Maine
in Tax Update 16-A.
(Posted to My Oracle Support as Patch 22308727 on 17 December 2015)
22288834
Patch 22288834 modifies PSPMFLSA.CBL and PSPMFLSA.DMS to correctly calculate an employee’s FLSA rate in the following
sequence of events when all of the following conditions are present:
1.
2.
3.
4.
5.
The employee is subject to FLSA; and
The employee’s Job Data Employee Type = “E” (Exception Hourly); and
The employee is initially paid semi-monthly or monthly; and
Subsequently, the employee is transferred to a bi-weekly or weekly Pay Group for which the pay period begin/end
dates overlap the pay period begin/end dates of the employee’s previous semi-monthly or monthly Pay Group; and
The employee receives a payment (e.g. incentive) spanning the period of time in which the employee was paid in the
two different pay groups with different pay frequencies.
Prior to the modifications, the following results occurred in the above-described situation:

The employee’s FLSA rate was calculated based on the bi-weekly or weekly pay frequency for the FLSA earnings and
not based on the semi-monthly or monthly pay frequency; and

Although the employee’s paycheck was calculated, error message 000388 (shown below) was incorrectly generated.
After the modifications, this error message will not be generated in this situation.
4 0 – T A X 16A910- N O T E S . D O C
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FOR
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U.S. SQRs delivered in Tax Update 16-A for Release 9.1
Descriptions of SQR modifications are followed by the patch number. Unless otherwise indicated by a specific
posting date, patch numbers referenced in these tax update notes have not been posted to My Oracle Support.
E&G = PeopleSoft Payroll for North America for Education & Government
USF = PeopleSoft Payroll for North America for U.S. Federal Government
Annual Reporting SQRs
SQR
Description
TAX922US.SQR
TAXMREF2.SQC
TAX922US.SQR, in conjunction with TAXMREF2.SQC, creates a file to report Form W-2c data electronically
to the Social Security Administration in the EFW2C format. The programs are modified to reflect changes
made in the file format record specifications issued in the 2015 edition of SSA Publication EFW2C.
https://www.socialsecurity.gov/employer/efw/15efw2c.pdf
SSA Pub. EFW2c
2014 edition
SSA Pub. EFW2c
2015 edition
RCW Record:
positions 398-408
positions 409-419
Originally reported Advance Earned Income Credit
Correct Advance Earned Income Credit
Filler
Filler
RCT Record:
positions 221-235
positions 236-250
Total originally reported Advance Earned Income Credit
Total correct Advance Earned Income Credit
Filler
Filler
RCO Record:
positions 189-199
positions 200-210
Originally reported HIRE Exempt Wages & Tips
Correct HIRE Exempt Wages & Tips
Filler
Filler
RCU Record:
positions 251-265
positions 266-280
Total originally reported HIRE Exempt Wages & Tips
Total correct HIRE Exempt Wages & Tips
Filler
Filler
Corresponding changes (to discontinue the reporting of Advance Earned Income Credit amounts and HIRE
Exempt Wages & Tips) to the program that creates the electronic file which reports Form W-2 data were
delivered in Tax Update 14-E (Patch 19239613).
(Patch 22113767)
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SQR
Description
TAX960VD.SQR
TAX962VD.SQR
(NEW)
TAX960VD.SQR is a new program that, in conjunction with W2BOX.SQC, reports Form W-2VI wage and tax
data to the U.S. Virgin Islands in the SSA EFW2 reporting format.
PRTMMREF.SQC
W2BOX.SQC
TAX962VD.SQR is a new program that, in conjunction with PRTMMREF.SQC, produces an audit report of
the contents of the file created by TAX960VD.SQR.
In addition to reporting data to the Social Security Administration, a U.S. Virgin Islands employer who is
submitting Form W2-VI data for more than 100 employees is also required to submit Form W-2VI data on a
CD (in the SSA EFW2 file format) to the U.S. Virgin Islands Bureau of Internal Revenue.
http://www.vibir.gov/pdfs/W2_1099_Filing_Requirement_Letters_2014.pdf
Tax Update 16-A delivers new programs TAX960VD.SQR and TAX962VD.SQR, as well as modifications to
existing modules PRTMMREF.SQC and W2BOX.SQC, to provide new product functionality to enable
employers to comply with this requirement to report Form W-2VI data on CD to the U.S. Virgin Islands
Bureau of Internal Revenue.
See the earlier Special Notes – U.S. section of this document for illustrations of the new run control pages
delivered in Tax Update 16-A which are used to run the two new programs TAX960VD.SQR and
TAX962VD.SQR.
(Patch 22114158)
4 2 – T A X 16A910- N O T E S . D O C
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Quarterly Reporting SQRs
SQR
Description
TAX810WV.SQR
TAX810WV.SQR reports employee quarterly unemployment wage and tax data to West Virginia in the
ICESA format. The program is modified to comply with West Virginia’s requirement that, beginning with the
report for the quarter ending March 31, 2016, employers must submit the quarterly wage file online instead of
on diskette; West Virginia will no longer accept diskette submissions.
http://workforcewv.org/unemployment/employers/online-employer-services.html
Before Tax Update 16-A
modifications
After Tax Update 16-A modifications
Reporting period
For reporting data for quarters
ending 12/31/2015 and earlier
For reporting data for quarters
ending 03/31/2016 and later
B Record
positions 23-34
Information specific to diskette
reporting
Spaces
Run control used to execute
TAX810WV.SQR
Use the specific run control page for
West Virginia quarterly reporting to
create the West Virginia file.
The specific run control page for
West Virginia quarterly reporting is
removed; use the “Others” tab to
create the West Virginia file. *
Contact phone number is entered on
the specific run control page for
West Virginia quarterly reporting.
Filename format and reports
Output file name = TAX810WV.nnn,
where “nnn” represented a diskette
volume number.
Reports included references to the
diskette reporting medium.
Contact phone number is obtained
from the Electronic Parameters
page.
Output filename =
TAX810WV (no extension).
All references to diskette reporting
medium are removed.
* See the earlier Special Notes – U.S. section of this document for information on the elimination of the
specific run control page for West Virginia quarterly reporting and the change to using the “Others” tab to run
TAX810WV.SQR to create the West Virginia quarterly wage reporting file.
IMPORTANT: In addition to electronically submitting the file created by TAX810WV.SQR, effective
beginning January 1, 2016, payments must be made by ACH debit through the online filing system at
www.go.wv.gov/eocr. Email UCTaxUnit@wv.gov or call 304-558-2674 or 304-558-2676 for more
information on this new requirement.
(Patch 21889560)
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Other U.S. SQRs
SQR
Description
TAX706.SQR
TAX706.SQR produces the Taxable Gross Definition Table Report. The program is modified to correctly
include all the appropriate Taxable Gross Component IDs (TGCIDs) at the local tax jurisdiction level when
the “Current Table Entries Only” option is elected on the Run Control Page. (This reporting option was
added in Tax Update 15-D.)
Prior to the modifications, in some cases, some Taxable Gross Component IDs were incorrectly omitted from
listings for local tax jurisdictions in the report output, such as in the following example illustrating table entries
for Ohio school districts.
Taxable Gross Component ID
Before the modifications
After the modifications
GTL
(one entry)
Included
Included
SSP
(four entries)
Included
Included
SSS
(one entry)
Included
Included
125
(one entry)
Incorrectly excluded from the report
Included
401k
(one entry)
Incorrectly excluded from the report
Included
(Patch 22018908)
4 4 – T A X 16A910- N O T E S . D O C
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Canadian SQRs delivered in Tax Update 16-A for Release 9.1
Descriptions of SQR modifications are followed by the patch number. Unless otherwise indicated by a specific
posting date, patch numbers referenced in these tax update notes have not been posted to Updates & Fixes on
My Oracle Support.
SQR
Description
CTX910LD.SQR
CTX910LD.SQR loads employee year-to-date tax, earnings, and deduction balances, as
well as other information required for reporting to the year-end slip records in the database.
The program is modified to ensure that the table aliases are consistent throughout the
changes introduced in Tax Update 15-E. Prior to the modifications, errors were being
generated when executing the program on a SQL Server platform due to inconsistent table
aliases.
(Patch 22346889; posted to My Oracle Support as Patch 22347233 on
17 December 2015)
CTX910RM.SQR
CTX910RM.SQR produces a file in XML format for reporting of original, amended, and
cancelled RL-1 information. The program is modified to support RL-1 magnetic media
reporting changes to the Version Schema, Certification No, Partner ID and Product ID for
tax year 2015.
(Patch 21903022)
CTX910RP.SQR
CTX910RP.SQR produces formatted laser RL-1 slips with a variety of sort options.
Processing type options provide for original, amended, and cancelled slips, as well as the
reprinting of duplicate slips. The program is modified to:
1. Include a second serial number on the RL-1 PDF slips to reflect the slip template
on the Revenu Québec website.
(Patch 21341694)
2. Embed the Revenu Québec authorization number FS1501080 into the program
for printing onto the BI Publisher generated RL-1 slips in PD format.
(Patch 21903050)
CTX910VM.SQR
CTX910VM.SQR produces a file in XML format for reporting of original, amended, and
cancelled RL-2 information. The program is modified to support RL-2 magnetic media
reporting changes to the Version Schema, Certification No, Partner ID and Product ID for
tax year 2015.
(Patch 21903022)
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SQR
Description
CTX910VP.SQR
CTX910VP.SQR produces formatted laser RL-2 slips with a variety of sort options.
Processing type options provide for original, amended, and cancelled slips, as well as the
reprinting of duplicate slips. The program is modified to:
1. Include a second serial number on the RL-2 PDF slips to reflect the slip template
on the Revenu Québec website.
(Patch 21341694)
2. Embed the Revenu Québec authorization number FS1502038 into the program
for printing onto the BI Publisher generated RL-2 slips in PD format.
(Patch 21903050)
CTX910XM.SQR
CTX910XM.SQR produces an XML file for electronic internet reporting of original, amended
(including cancelled) and reissued T4 and T4A information. It also produces a
corresponding summary report that can be used for completing required government forms
and for balancing. The program is modified to support the 2015 electronic file specifications
for T4A XML file reporting.
(Patch 21305302; posted to My Oracle Support on 14 December 2015)
CTX912X.SQR
CTX912X.SQR produces a T4 and/or T4A electronic reporting audit that reflects the data
reported on the transmitter record of the XML file. Accumulated totals and summary record
pages are provided for balancing purposes. The program is modified to support new T4A
code 196 “Tuition Assistance – Basic Adult Education” for 2015 reporting.
(Patch 22302119)
4 6 – T A X 16A910- N O T E S . D O C
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Appendix: Object Changes delivered in Tax Update 16-A
BI Publisher Data Definitions:
Data Source ID
Description
PYRL115
Patch 22012358
Added new Data Source Definition for 2015.
Patch 22012358
Added new Data Source Definition for 2015.
Patch 22264873
Added new Data Source Definition for 2015.
PYRL215
PYW2C15
900
910
900
910
900
910
BI Publisher Report Definitions:
Report Name
Description
PYRL115N_EE
Patch 22012358
Added new RL-1 Employee print template for 2015.
Patch 22012358
Added new RL-1 Employee Self-Service print template for 2015.
Patch 22012358
Added new RL-1 Company print template for 2015.
Patch 22012358
Added new RL-1 Government print template for 2015.
Patch 22012358
Added new RL-2 Employee print template for 2015.
Patch 22012358
Added new RL-2 Employee Self-Service print template for 2015.
Patch 22012358
Added new RL-2 Company print template for 2015.
Patch 22012358
Added new RL-2 Government print template for 2015.
Patch 22264873
Added new W2-C Company print template for 2015.
Patch 22264873
Added new W2-C Employee print template for 2015.
Patch 22264873
Added new W2-C Government print template for 2015.
Patch 22264873
Added new W2-C Employee Self-Service print template for 2015.
Patch 22264873
Added new W2-C Company print template for 2015.
Patch 22264873
Added new W2-C Employee print template for 2015.
Patch 22264873
Added new W2-C Government print template for 2015.
Patch 22264873
Added new W2-C Employee Self-Service print template for 2015.
PYRL115S_EE
PYRL115N_CO
PYRL115N_GVT
PYRL215N_EE
PYRL215S_EE
PYRL215N_CO
PYRL215N_GVT
PYW2C15N_CO
PYW2C15N_EE
PYW2C15N_GVT
PYW2C15S_EE
PYW2C15N_CO_1
PYW2C15N_EE_1
PYW2C15N_GVT_1
PYW2C15S_EE_1
BI Publisher Template Definitions:
Template ID
Description
PYRL115N_EE_1
Patch 22012358
Added new RL-1
Patch 22012358
Added new RL-1
Patch 22012358
Added new RL-1
Patch 22012358
Added new RL-1
Patch 22012358
Added new RL-2
Patch 22012358
Added new RL-2
Patch 22012358
Added new RL-2
Patch 22012358
Added new RL-2
PYRL115S_EE_1
PYRL115N_CO_1
PYRL115N_GVT_1
PYRL215N_EE_1
PYRL215S_EE_1
PYRL215N_CO_1
PYRL215N_GVT_1
PEOPLESOFT PROPRIETARY
AND
Employee print template for 2015.
Employee Self-Service print template for 2015.
Company print template for 2015.
Government print template for 2015.
Employee print template for 2015.
Employee Self-Service print template for 2015.
Company print template for 2015.
Government print template for 2015.
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Components:
Name
Description
RUN_TAX960VD (USA)
Patch 22114158
Added new component.
Patch 22114158
Added new component.
Patch 21889560
Removed page RUNCTL_TAX810WV.
RUN_TAX962VD (USA)
RUN_TAX810SD-WY (USA)
881
890
900
910
881
890
900
910
881
890
900
910
881
890
900
910
881
890
900
910
881
890
900
910
881
890
900
910
Fields:
Name
Description
TX810_4_BTN2
Patch 21889560
Modified Short Name and Long Name properties from VT/WA/WV to
VT/WA.
Menus:
Name
Description
MANAGE_ANNUAL_TAX_RPTG_US
Patch 22114158
Added VI_FILE_MMREF menu item to Process
Bar.
Patch 22114158
Added VIRGIN_ISLANDS_AUDIT_MMREF menu
item to Report Bar.
MANAGE_ANNUAL_TAX_RPTG_US
Message Catalog:
Message Set Number
Message Number
Description
2002
1169
2002
1170
Patch 22114158
Added new message.
Patch 22114158
Added new message.
Pages:
Name
Description
RUNCTL_TAX960VD
Patch 22114158
Added new page.
Patch 22114158
Added new page.
Patch 21889560.
Modified Activate PeopleCode.
Patch 21889560.
Modified Activate PeopleCode.
RUNCTL_TAX962VD
RUNCTL_TAX810SD
RUNCTL_TAX810WY
Portal Registry Structures:
Name
Description
HC_RUN_TAX960VD_USA
Patch 22114158
Added new portal registry structure.
Patch 22114158
Added new portal registry structure.
HC_RUN_TAX962VD_USA
Process Definitions:
Name
Description
TAX960VD
Patch 22114158
Added new process definition.
Patch 22114158
Added new process definition.
TAX962VD
4 8 – T A X 16A910- N O T E S . D O C
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Records:
Name
Field
Description
ADDL_PAY_EFFDT
EFFDT
ADDL_PAY_ERNCD
ERNCD
DERIVED_PAY
TX810_4_BTN2
Patch 21568550
Modified FieldFormula PeopleCode.
Patch 21568550
Modified prompt table to
PY_EARNINGS_DVW.
Patch 21889560.
Modified FieldChange PeopleCode.
Patch 21568550
Modified SQL definition.
Patch 21568550
Modified SQL definition.
Patch 21889560
Modified FieldChange PeopleCode.
Patch 22144037
Modified FieldChange, RowInit,
SaveEdit and SavePreChange
PeopleCode.
Patch 21889560
Modified RowInit, SaveEdit
PeopleCode.
PY_EARNINGS_DVW
PY_EARNINGS_VW
RC_QTR_UI
DISKETTE_TYPE
RC_QTR_UI
REPORTING_MEDIUM
RC_QTR_UI
REPORTING_MEDIUM
Create/
Alter
881
890
900
910
881
890
900
910
Security (Permission Lists):
Menu
Menu Item
Description
MANAGE_ANNUAL_TAX_RPTG_US
VI_FILE_MMREF
MANAGE_ANNUAL_TAX_RPTG_US
VIRGIN_ISLANDS_AUDIT_MMREF
Patch 22114158
Added new menu item
to HCCPPY1000
and HCPFGALLP.
Patch 22114158
Added new menu item
to HCCPPY1000
and HCPFGALLP.
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