Quest Oracle Community
Join now
Home / Educational Content / PeopleSoft / PeopleSoft Payroll for North America Newsletter – January/February 2023

PeopleSoft Payroll for North America Newsletter – January/February 2023

Luke Hodges

PeopleSoft Payroll for North America Newsletter – January/February 2023

______________________________________________________________________________________ 

HCM 9.2 Image 45, also containing Tax Updates 22-E and 23-A, was posted on January 20, 2023.  Tax Update 23-A for Releases 9.1 and 9.0 was posted on January 23, 2023.

  • Review highlights of HCM 9.2 Image 45 on YouTube.

Payroll for North America Image 45 New Features:

  • (U.S.) BI Publisher Bulk Printing for Form 1042-S
  • (U.S.) BI Publisher Bulk Printing for Form 1099-R

Reminder: Release 9.2 Payroll for North America Tax Update Tax Table Changes are delivered in a PeopleSoft Release Patchset (PRP) separately from the PeopleSoft Update Image (PI).

  • PRP 34892392 was posted for Release 9.2 to My Oracle Support on January 23, 2023, containing the following:
    • (U.S.) 34892392 – CONSOLIDATED U.S. TAX TABLE CHANGES – TAX UPDATE 23-A
    • (U.S.) 34952909 – CONSOLIDATED TAXABLE GROSS DEFINITION TABLE CHANGES – TAX UPDATE 23-A
    • (U.S.) 34892455 – CONSOLIDATED U.S. GARNISHMENT TABLE CHANGES – TAX UPDATE 23-A

For Release 9.2 notes, review Payroll for North America Tax Update Documentation on My Oracle Support Doc ID 2820620.2.

______________________________________________________________________________________ 

Available Postings after Tax Update 23-A:

(Canada) 34970217 – CAN: ALLOW EES TO VIEW T4A SLIPS IN EE SELF-SERVICE WITHOUT REQUIRING CONSENT was posted by February 13, 2023, to My Oracle Support for Releases 9.2 and 9.1. The update will also be included in Tax Update 23-B and HCM 9.2 Image 46.  The patch allows employees starting in tax year 2022 to access T4A slips through employee self-service without requiring consent.  Supplemental documentation for this patch has been attached to My Oracle Support Doc ID: 2820620.2.

(Canada) 34925371 – CAN: PAYROLL ERROR MESSAGE 000121 RESULTS FROM NEGATIVE ANNUALIZED TAXABLE GROSS was posted by February 8, 2023, to My Oracle Support for Releases 9.2 and 9.1. The update will also be included in Tax Update 23-B and HCM 9.2 Image 46.  The patch modifies PSPCNTAX.CBL to factor in the deductions for Canada or Quebec Pension Plan additional contributions for the pay period to prevent Pay Error Message 000121 from being issued because of a negative annualized taxable gross.

(Canada) 34910783 – CAN: CHANGES TO T4-A PRE-PRINTED FORMS 2022 was posted by February 9, 2023, to My Oracle Support for Release 9.2 and 9.1. The update will also be included in Tax Update 23-B and HCM 9.2 Image 46.  The update delivers changes to support the 2022 T4A slip.

(Canada) 34979103 – CAN: STATUS INDIAN BOX 26 IS INCORRECT WHEN CPP GROSS IS 0 DUE TO EXEMPTION was posted by February 9, 2023, to My Oracle Support for Releases 9.2 and 9.1. The update will also be included in Tax Update 23-B and HCM 9.2 Image 46. The patch modifies the Canadian Year End Load module to correctly populate the T4 slip for Box 26 for Status Indian employees whose payments do not have a CPP gross amount due to the CPP exemption.

(Canada) 34992750 – CAN: NO CIT IS DEDUCTED WHEN EES ARE CROSS PROV AND HAVE A COMBINATION OF ANNUALIZED & BONUS was posted by February 16, 2023, to My Oracle Support for Releases 9.2 and 9.1. The update will also be included in Tax Update 23-B and HCM 9.2 Image 46.  The patch modifies PSPCNTAX.CBL and PSPXCAL.CBL to calculate Canadian Income Tax when the paysheet contains regular and bonus earnings, if the Province on the Canadian employee’s Tax Distribution is Quebec but the employee chooses to be taxed using a non-Quebec Province.

(U.S.) 34905924 – W4 PDF: UPDATE FEDERAL FORM W-4 (2023) was posted by January 16, 2023, to My Oracle Support for Release 9.2. The update will also be included in HCM 9.2 Image 46. The patch delivers the updated Tax Withholding Form W-4 PDF for 2023.

(U.S.) 34975253 – VARIOUS ISSUES WITH 1099-R PDF FORMS WHEN CREATED WITH BI PUBLISHER was posted by January 30, 2023, to My Oracle Support for Release 9.2. The update will also be included in Tax Update 23-B and HCM 9.2 Image 46. The patch resolves address printing issues for employees and employers on the bottom of Form 1099-R self-mailer.

(U.S.) 34970891 – DISPOSABLE EARNINGS NOT CALCULATING CORRECTLY FOR CO/OR GARNISHMENTS WHEN EE HAS PFML TAX was posted by February 15, 2023, to My Oracle Support for Releases 9.2 and 9.1. The update will also be included in Tax Update 23-B and HCM 9.2 Image 46.  The patch modifies PSPPYGRN.CBL to correctly calculate the disposable earnings when the employee has Colorado or Oregon Paid Family Medical Leave (PFML) taxes.

(U.S.) PRP 3497959 for State W-4 PDF Tax Withholding Forms was posted on Monday, February 13, 2023, to My Oracle Support for Release 9.2.   The updates will also be included in HCM 9.2. Image 46.  The PRP delivers the following state W-4 PDF updates: Arkansas, California, Colorado, Connecticut, Hawaii, Idaho, Iowa, Kentucky, Maine, Maryland, Minnesota, Missouri, Montana, New York, Oregon, South Carolina, Wisconsin, and updates to Federal Form W-4 for New Mexico, North Dakota, and Utah.  Additionally, Federal Form W-4 (Spanish) was delivered too.

(U.S.) 34953756 – VARIOUS ISSUES WHILE SAVING EMPLOYEE TAX DATA IF EMPLOYEE HAS MAINTAIN TAXABLE GROSS STATUS was posted by February 20, 2023, to My Oracle Support for Releases 9.2 and 9.1. The update will also be included in Tax Update 23-B and HCM 9.2 Image 46.  The patch prevents the validation of historical records of Form W-4 when Special Withholding Tax Status of Maintain Taxable Gross is selected.  Additionally, when form version is W-4P 2022 or later and the Special Withholding Tax Status is Maintain Taxable Gross, modifications were delivered to display the Tax Status as “No withholding” instead of “Exempt”.

(U.S.) 35089122 – 2023 U.S. PAYROLL TAX & LEGISLATIVE ITEMS TOO LATE FOR 23-A DELIVERY was posted by February 20, 2023, to My Oracle Support for Releases 9.2 and 9.1. The update will also be included in Tax Update 23-B and HCM 9.2 Image 46.  The patch delivers the following U.S. payroll tax and garnishment table updates for changes that were published too late for delivery in Tax Update 23-B:

  • Michigan withholding tax changes effective January 1, 2023.
  • 2023 state UI taxable wage base updates for Delaware, Illinois, and the U.S. Virgin Islands.
  • A correction to the 2023 Vermont withholding tax changes previously delivered in
    Tax Update 23-A.
  • Local tax changes for Henderson KY and Rittman OH.
  • A new Garnishment Rules table entry to be used for Arizona creditor garnishments beginning December 5, 2022, to comply with Arizona Proposition 209.

______________________________________________________________________________________ 

Looking Ahead:

Release 9.2:  Tax Update 23-B/HCM 9.2 Image 46 is targeted to post on Friday, May 26, 2023.

Releases 9.1 and 9.0:  Tax Update 23-B is targeted to post on Monday, May 29, 2023.

______________________________________________________________________________________ 

Targeted Postings before PI46/Tax Update 23-B:

(U.S.) 35081317 – COLORADO PAID FAMILY & MEDICAL LEAVE QUARTERLY REPORTING will be targeted to post by March 31, 2023, to My Oracle Support for Releases 9.2 and 9.1, and will also be included in HCM 9.2 Image 46 and Tax Update 23-B.

(U.S.) 35035530 – DISTRICT OF COLUMBIA QUARTERLY UI WAGE AND TAX REPORT CHANGES EFF Q1-2023 will be targeted to post by March 31, 2023, to My Oracle Support for Releases 9.2 and 9.1, and will also be included in HCM 9.2 Image 46 and Tax Update 23-B.

(U.S.) 34396492 – UPDATE OREGON QUARTERLY UI WAGE FILE FORMAT FOR PFML EFFECTIVE Q1-2023 will be targeted to post by March 31, 2023, to My Oracle Support for Releases 9.2 and 9.1, and will also be included in HCM 9.2 Image 46 and Tax Update 23-B.

(U.S.) 34910399 – PROGRAM FUNDING CONFIGURATION: PROVIDE THE ABILITY TO REUSE DELIVERED TAX CLASSES IN CUSTOMER DEFINED PROGRAM IDS will be targeted to post by March 10, 2023, to My Oracle Support for Releases 9.2 and 9.1, and will also be included in HCM 9.2 Image 46 and Tax Update 23-B.

(U.S.) 34616581 – PROVIDE ADDITIONAL CONFIGURATION TO CALCULATE PFML WHEN NO WAGES IN STATE will be targeted to post by March 10, 2023, to My Oracle Support for Releases 9.2 and 9.1, and will also be included in HCM 9.2 Image 46 and Tax Update 23-B.

______________________________________________________________________________________ 

Legislative Monitoring

Canada

United States

Massachusetts Tax Change

Massachusetts voters in the November 2022 elections approved ballot Question 1: Additional Tax on Income Over One Million Dollars which imposes an additional 4% state income tax on the portion of annual taxable income in excess of $1 million (the “surtax”) beginning on or after January 1, 2023.

On January 10, 2023, Massachusetts Department of Revenue (DOR) provided a notice stating that they do not intend to update the Income Tax Withholding Tables (Circular M) to reflect the new surtax of 4% on taxable income above $1 million.  They are recommending employers should use their best efforts to account for surtax in determining how much to withhold.   Additionally, DOR will not consider the surtax to determine if an employer withheld sufficient taxes.  PeopleSoft Payroll for North America does not plan to deliver any updates for the surtax.

Washington Cares Fund (Washington Long-Term Care Insurance Program)

Washington Cares Fund payroll deductions begin July 1, 2023.  (Delivered Tax Update 21-E)

______________________________________________________________________________________ 

Changes to the PeopleSoft Application Image Delivery Schedule Beginning 2023

Beginning January 1, 2023, the PeopleSoft FSCM, HCM, and Campus Solutions applications will adopt a delivery schedule of 3 Images per year instead of 4.

Payroll for North America will deliver 4 tax updates per year instead of 5. Tax updates will continue to be included with the PeopleSoft HCM Images except for the end-of-the-year tax update, which is delivered using a PRP.

Robbin Velayedam, Senior Director, PeopleSoft Product Strategy, provides further detail in his blog, “Changes to the PeopleSoft’s Application Image Delivery schedule beginning 2023 (an Important Update)”

______________________________________________________________________________________ 

Anne’s Thoughts

Release 9.2 2023 Tax Update Schedule & 2023 Year-End

Release 9.2 – 2023 Payroll for North America Tax Update Schedule

  • Tax Update 23-A/HCM 9.2 Image 45 – Target posting Friday, January 20, 2023
  • Tax Update 23-B/HCM 9.2 Image 46 – Target posting Friday, May 26, 2023
  • Tax Update 23-C/HCM 9.2 Image 47 – Target posting Friday, September 15, 2023
  • Tax Update 23-D/2023 Legislative PRP – Target posting Friday, November 24, 2023

I have been getting a lot of questions regarding Payroll for North America Tax Update 23-D for year-end.  I included a list of questions and answers that I hope will be beneficial to help everyone understand.

  • Question: Will Tax Update 23-D contain 2023 year-end deliverables for Canada and U.S.?
  • Answer: Yes, we will deliver any 2023 year-end deliverables that we are aware of for which there is adequate development time.
  • Question: When will you deliver the Canadian and U.S. year-end guides?
  • Answer: We will include the year-end guide as part of Tax Update 23-D.
  • Question: Will Tax Update 23-D contain all the changes for year-end?
  • Answer: We do not anticipate that all year-end changes will be available in Tax Update 23-D.
  • Question: If any year-end changes are not included in Tax Update 23-D, will there be a posting?
  • Answer: We will post as required for critical items for year-end.  Non-critical year-end items will be included in the next tax update.
  • Question: I can’t find the target posting date for Tax Update 23-D. Where is the target date published?
  • Answer: Tax Update 23-D will be part of the 2023 HCM Legislative Patchset (PRP). The target posting for the 2023 HCM PRP is posted on My Oracle Support Document ID: 1641843.2 in “HCM Update Image Home Page” and section “Legislative, Regulatory and Tax Updates”.

______________________________________________________________________________________

The Quest Oracle, Community PeopleSoft Payroll for North America Special Interest Group, meets on the second Tuesday of each month. Please join us; this is an informative meeting with lively conversation. We always welcome your participation and contribution.

Thanks to Nicole Apostola for leading these. For info, click here.

______________________________________________________________________________________

Upcoming Conferences/Webinars

______________________________________________________________________________________

Helpful Links

______________________________________________________________________________________

Your feedback on our newsletter is always appreciated.  If you have suggestions for improving this newsletter, please let us know.

Please feel free to forward the newsletter to your colleagues using PeopleSoft Payroll for North America.   If you received this newsletter from a friend or colleague and would like to receive it, send me an email at anne.leung@oracle.com with NEWSLETTER in the subject and you will be added to our distribution list.

Would you like to have a voice in our roadmap and help guide our future?  If interested, please send an email to anne.leung@oracle.com with PNA Focus Group in the subject.  Interested in other PeopleSoft Focus Groups?  See the entire list here.

______________________________________________________________________________________