PeopleSoft Payroll for North America Newsletter – November/December 2021

Luke Hodges

4 years ago

PeopleSoft Payroll for North America Newsletter – November/December 2021

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Tax Update 21-E for Releases 9.1, 9.0, and 8.9 was posted on December 1, 2021. Release 9.2 Tax Update 21-E part of the Legislative PRP 33541699 was posted on December 2, 2021. For notes review Tax Update Information Center.

Payroll for North America Tax Update 21-E Legislative Features:

2022 Federal Form W-4P/W-4R Update
Washington State Long-Term Care Insurance
Metro (Portland, Oregon) Supportive Housing Services Income Tax
Multnomah County Oregon Preschool For All Personal Income Tax

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State & Local EFW2 Format Changes 2021

There are three minor optional changes in the state EFW2 formats for 2021:

Indiana: RV record is not required
Nebraska: RS record adds new fields for foreign address which are not required
North Carolina: RA, RT, and RF records are not required.

The records listed above are all now labeled as optional. We are not planning to deliver changes till Tax Update 22-B. The current EFW2 formats will not be rejected by the states.

There is one minor required change in the local EFW2 format for 2021:

Ohio Local CCA: RS record is modified.

(U.S.) Patch 33671121 – OH LOCAL CCA EFW2 CHANGES FOR 2021 REPORTING: MODIFY RS RECORD will be targeted to posted by January 24, 2022 to My Oracle Support for all releases, as well as included in HCM 9.2 Image 42 and Tax Update 22-B. Ohio Local CCA EFW2 has a due date at the end of February 2022.

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2022 Federal Form W-4P/W-4R Note

As of December 14, 2021, the IRS had not finalized the 2022 Forms W-4P/W-4R. However, we recommend that U.S. payroll customers apply the 2022 W-4P/W-4R changes to their system, even though they may not plan to use the functionality right away (or at all). The W-4P/W-4R calculation program changes also impact the U.S. payroll calculations.

On November 4, 2021, during the IRS Monthly Payroll Industry call, the IRS announced that the continued use of the 2021 Federal Form W-4P was allowed through the end of December 31, 2022, or until you have the necessary programming changes available. For customers who do not want the programming changes to take effect right away, please contact Oracle Support for the workaround.

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Available Postings after Tax Update 21-E:

(U.S.) PRP 33549623 was posted (for Release 9.2 only) to My Oracle Support on December 9, 2021. The Patchset contain the following patches which will also be included in HCM 9.2 Image 41 and Tax Update 22-A.
(U.S.) Patch 33549623 – WISCONSIN WITHHOLDING TAX CHANGES EFFECTIVE 01 JANUARY 2022 delivers COBOL program PSPUSTAX.CBL and tax table script modifications to implement withholding tax changes for the State of Wisconsin effective January 1, 2022 as published by Wisconsin Department of Revenue.
(U.S.) Patch 33581168 – REMOVE MAXIMUM VALUE THRESHOLD ON WASHINGTON STATE MLI EMPLOYEE RATIO modifies PeopleCode to remove the maximum percentage threshold of 45% for the Washington State Medical Leave Insurance Employee on the Company State Tax Table – VDI/FLI page.
(U.S.) Patch 32103950 – MODIFY OHIO QUARTERLY REPORT FOR UPDATED REQUIREMENTS modifies the TAX810OH.SQR program to comply with new Ohio reporting requirements, which are effective beginning with the reporting quarter ending 31 December 2021 (report due 31 January 2022).
(U.S.) Patch 33601996 – CONSIDER FEDERAL WITHHOLDING AMOUNT IN PORTLAND METRO & MULTNOMAH CO TAX CALCULATION modifies PSPUSTAX.CBL to correctly consider the Oregon deduction for federal withholding in the calculations of Multnomah County PFA tax and the Portland Metro SHS withholding taxes. Patch 33601996 also delivers a script to update the previously-delivered State Tax Table entries for O3 (OR-Multnomah Co Withhold Tax) and O4 (OR-Portland Metro Withhold Tax) effective-dated 01/01/2022 to select the FWT Credit checkbox.
(U.S.) Patch 33576229 – PUERTO RICO 2021 FORM W-2PR AND ELECTRONIC FILE CHANGES modifies TAX960PD.SQR, TAXMMREF, and W2.SQC, and delivers object changes and a script to support Puerto Rico year end reporting for tax year 2021. The script adds new box ‘02I’ (Employer Email Address) to the Tax Form Definitions table and delivers a full set of Tax Form Print Parameters.

(U.S.) Base Patch 33549623 – WISCONSIN WITHHOLDING TAX CHANGES EFFECTIVE 01 JANUARY 2022 was posted on December 10, 2021 to My Oracle Support for Release 9.1, 9.0 and 8.9. These changes will also be included in Tax Update 22-A.

(U.S.) Base Patch 33576229 – PUERTO RICO 2021 FORM W-2PR AND ELECTRONIC FILE CHANGES was posted on December 14, 2021 to My Oracle Support for Release 9.1, 9.0 and 8.9. These changes will also be included in Tax Update 22-A.

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Looking Ahead:

Release 9.2: Tax Update 22-A is targeted to post on Friday, January 21, 2022.

Releases 9.1, 9.0, and 8.9: Tax Update 22-A is targeted to post on Monday, January 24, 2022.

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Targeted Postings after Tax Update 21-E:

(Canada) Patch 33557216 – CAN: 2022 CANADIAN PAYROLL TAX & LEGISLATIVE ITEMS TOO LATE FOR 21-E DELIVERY will be targeted to posted by December 22, 2021 to My Oracle Support for all releases, as well as included in HCM 9.2 Image 41 and Tax Update 22-A. The patch will only contain tax table scripts.

(U.S.) Patch 33542185 – 2022 U.S. PAYROLL TAX & LEGISLATIVE ITEMS TOO LATE FOR 21-E DELIVERY will be targeted to posted by December 22, 2021 to My Oracle Support for all releases, as well as included in HCM 9.2 Image 41 and Tax Update 22-A. The patch will only contain tax table scripts.

Note: 2022 U.S. FEDERAL WITHHOLDING TAX, we are awaiting the IRS to finalize the Federal Withholding rates. If the rates are finalized soon, we will post the changes as Patch 33644006 prior to Patch 33542185 – 2022 U.S. PAYROLL TAX & LEGISLATIVE ITEMS TOO LATE FOR 21-E DELIVERY.

(U.S.) Patch 33652050 – 2021 TAX FORM PRINT PARAMETER BOXES MISSING AFTER APPLYING PATCH 33151051 will be targeted to posted by December 22, 2021 to My Oracle Support for Release 9.2 only, as well as included in HCM 9.2 Image 41 and Tax Update 22-A. A manual workaround has been posted to My Oracle Support.

(U.S.) Patch 33656660 – OVERFLOW W-2S ARE NOT GENERATED IN SELF SERVICE AFTER 21-E IS APPLIED will be targeted to posted by December 24, 2021 to My Oracle Support for Release 9.2 only, as well as included in HCM 9.2 Image 41 and Tax Update 22-A.

(U.S.) Patch 33663253 – NEW YORK STATE AND YONKERS WITHHOLDING TAX CHANGES EFFECTIVE 01 JANUARY 2022 will be targeted to posted by December 24, 2021 to My Oracle Support for all releases as well as included in HCM 9.2 Image 41 and Tax Update 22-A. We have determine the New York State and Yonkers 2022 withholding changes require batch calculation modification in addition to tax table changes.

(U.S.) Patch 32103950 – MODIFY OHIO QUARTERLY REPORT FOR UPDATED REQUIREMENTS will be targeted to posted by December 17, 2021 to My Oracle Support for Release 9.1, 9.0 and 8.9, as well as included in Tax Update 22-A.

(U.S.) Patch 33581168 – REMOVE MAXIMUM VALUE THRESHOLD ON WASHINGTON STATE MLI EMPLOYEE RATIO will be targeted to posted by December 17, 2021 to My Oracle Support for Release 9.1, 9.0 and 8.9, as well as included in Tax Update 22-A.

(U.S.) Patch 33601996 – CONSIDER FEDERAL WITHHOLDING AMOUNT IN PORTLAND METRO & MULTNOMAH CO TAX CALCULATION will be targeted to posted by December 17, 2021 to My Oracle Support for Release 9.1, 9.0 and 8.9, as well as included in Tax Update 22-A.

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Targeted Postings after Tax Update 22-A:

(Canada) 33617006 – CAN: CREATE 2021 T4A PDF TEMPLATE FOR BI PUBLISHER PROCESSING will be targeted to posted by January 24, 2022 to My Oracle Support for all releases, as well as included in HCM 9.2 Image 42 and Tax Update 22-B.

(Canada) 33618767 – CAN: T4A CANADIAN YE ACCESSIBILITY SCRIPT UPDATES FOR 2021 LEG CHANGES will be targeted to posted by January 24, 2022 to My Oracle Support for all releases, as well as included in HCM 9.2 Image 42 and Tax Update 22-B.

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Additional Postings without Specific Target Dates

Patch 33652070 – 2022 COLORADO FORM DR 0004 will be targeted to post as soon as possible in early 2022 to My Oracle Support for all releases as well as included in HCM 9.2 Image 42 and Tax Update 22-B. Colorado has created their own W-4 equivalent form. The changes require batch calculation modification, auto tax updates, administrator page changes, and for Release 9.2 adding Colorado for State Tax Withholding PDF.

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Anne’s Thoughts
Happy Holidays!

As the year comes to a close, I want to thank the entire Payroll for North America community. Thank you for being patient with me as I learn the ins and out of the strategy role. I am grateful for the team that supports me behind the scenes to help deliver on the strategy items for Payroll for North America. Thank you to our fantastic group of customers who help provide feedback on new features, let us know when things are incorrect, and keep us on our toes on legislation. I wish you all a smooth year end and a wonderful holiday season!

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

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

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Up Coming Conferences/Webinars

Advisor Webcast PeopleSoft Payroll for North America Tax Update 22-A – January 27, 2027
BLUEPRINT 4D Conference – June 6-9, 2022 (In Person & Virtual)
PeopleSoft and Cloud HCM Webinar Series – Ongoing

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Helpful Links

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