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PeopleSoft Payroll for North America Newsletter – November/December 2022

Luke Hodges

PeopleSoft Payroll for North America Newsletter – November/December 2022

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Release 9.2 Tax Update 22-E, included in PRP 34747760 – 2022 Legislative Patchset, was posted on
Friday, December 2, 2022.  Tax Update 22-E for Releases 9.1 and 9.0 was also posted on Friday, December 2, 2022.

For Release 9.2 notes, review Payroll for North America Tax Update Documentation on My Oracle Support Doc ID 2820620.2.  Select “Tax Updates” in the banner under the section of the Tax Update 22-E/Update Image 9.2.045.

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Missing Tax Update 22-E Patch

Patch 34520432 – CALCULATE ER-PAID PA LOCAL PAYROLL PREP TAX FOR RESIDENTS OF TAX JURISDICTION may be missing after applying Tax Update 22-E.

If customers do not see that patch as part of their Tax Update 22-E, then apply PRP 34520432 and selectively adopt patch 34520432 to ensure all patches for Tax Update 22-E are applied.

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Available Postings after Tax Update 22-E:

(U.S.) 34809528 – 2023 U.S. FEDERAL WITHHOLDING TAX CHANGES was posted by December 8, 2022, to My Oracle Support for all releases. The updates will also be included in Tax Update 23-A and HCM 9.2 Image 45. The patch provides U.S. Federal Withholding Tax Table updates.

(U.S.) PRP 34775705 was posted for Release 9.2 to My Oracle Support on December 8, 2022. The patchset contains the following patches, which will also be included in HCM 9.2 Image 45 and Tax Update 23-A.

  • (U.S.) 34775705 – DEFAULT ARIZONA WITHHOLDING TAX TO 2.0% OF TAXABLE WAGES EFF 01 JANUARY 2023
  • (U.S.) 34779597 – HR CHANGE TO JOB PEOPLECODE – ARIZONA FORM A-4
  • (U.S.) 34765266 – W4 PDF: UPDATE ARIZONA FORM A-4 TO 2023

(U.S.) 34775705 – DEFAULT ARIZONA WITHHOLDING TAX TO 2.0% OF TAXABLE WAGES EFF 01 JANUARY 2023 was posted by December 8, 2022, to My Oracle Support for Release 9.1 and 9.0 will also be included in Tax Update 23-A.

(U.S.) 34826328 – BUDGET RETRO DISTRIBUTION AND T&L COST EXTRACT ERROR DUE TO UNINITIALIZED BIND VARIABLES was posted by December 12, 2022, to My Oracle Support for Releases 9.2. The updates will also be included in Tax Update 23-A and HCM 9.2 Image 45. The patch modifies PSPPTFND.CBL and PSPRFUND.CBL to initialize Tax Class variables to process Budget Retro Distribution and Time and Labor Cost Extract without error.

(Canada) 34558699 – CAN: NEW OVERRIDE AMOUNT OPTION ADDED TO TAX103CN PROCESS TO UPDATE FEDERAL NET CLAIM was posted by December 15, 2022, to My Oracle Support for Release 9.2 and 9.1. The updates will also be included in Tax Update 23-A and HCM 9.2 Image 45. The patch provides the ability to update Canadian employee tax record Federal Basic Claim Amount when the default was set to two different amounts during the year.   PeopleSoft introduces Override Amount on the Update Source Deduction page to reset all employees to the same Federal Net Claim Amount on Update Employee Tax Data.  Canadian Year End Guide will be redelivered in Tax Update 23-A with updated instructions.

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Looking Ahead:

Release 9.2:  Tax Update 23-A is targeted to post on Friday, January 20, 2023.

Releases 9.1 and 9.0:  Tax Update 23-A is targeted to post on Monday, January 23, 2023.

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Targeted Postings before PI45/Tax Update 23-A:

(Canada) 34836752 – CAN: T4 BOX 26 INCORRECT FOR STATUS INDIAN TRANSFER SUBJECT TO CPP will be targeted to post by December 20, 2022, to My Oracle Support for Releases 9.2 and 9.1, and will be included in HCM 9.2 Image 45 and Tax Update 23-A. The patch modifies the Canadian Year End Load module (CTX910LD.SQR) to (a) correctly report T4 box 26 for a Status Indian employee who is subject to CPP and transfers between Québec and a province other than Québec when the maximum contribution is reached in Québec; and (b) correctly report RL-1 boxes G and G-2 for Status Indian employees with reversal cheques in certain circumstances.

(Canada) 34851193 – CAN: 2023 CANADIAN PAYROLL TAX & LEGISLATIVE ITEMS TOO LATE FOR 22-E DELIVERY will be targeted to post by December 20, 2022, to My Oracle Support for Releases 9.2 and 9.1, and will also be included in HCM 9.2 Image 45 and Tax Update 23-A.  The patch will only contain tax table scripts.

(U.S.) 34859117 – BUDGET RETRO DISTRIBUTION AND T&L COST EXTRACT ERROR DUE TO UNINITIALIZED BIND VARIABLES will be targeted to post by December 16, 2022, to My Oracle Support for Releases 9.1, and will also be included in Tax Update 23-A.

(U.S.) 34863501 – COMMITMENT ACCOUNTING GL INTERFACE FAILS WHEN RETRO DISTRIBUTION APPLIES TO MULTIPLE PAY PERIODS will be targeted to post by December 20, 2022, to My Oracle Support for Releases 9.2 and 9.1, and will also be included in HCM 9.2 Image 45 and Tax Update 23-A.

(U.S) 34801725 – U.S. PAYROLL TAX & LEGISLATIVE ITEMS TOO LATE FOR 22-E DELIVERY will be targeted to post by December 20, 2022, to My Oracle Support for Releases 9.2, 9.1, and 9.0, and will also be included in HCM 9.2 Image 45 and Tax Update 23-A.  The patch will contain tax table and garnishment scripts.

(U.S.) 34414051 – PUERTO RICO 2022 W-2PR ELECTRONIC FILE CHANGES will be targeted to post by December 20, 2022, to My Oracle Support for Releases 9.2 and 9.1, and will also be included in HCM 9.2 Image 45 and Tax Update 23-A.

(U.S.) 34882968 – CORRECT NON-COMMITMENT ACCOUNTING G/L INTERFACE TO PROCESS CO & OR PFML BASED ON CHECK DATE will be targeted to post by December 20, 2022, to My Oracle Support for Releases 9.2 and will also be included in HCM 9.2 Image 45 and Tax Update 23-A.

(U.S.) 34882988 – CORRECT COMMITMENT ACCOUNTING G/L INTERFACE TO PROCESS CO & OR PFML BASED ON CHECK DATE will be targeted to post by December 20, 2022, to My Oracle Support for Releases 9.2 and will also be included in HCM 9.2 Image 45 and Tax Update 23-A.

(U.S.) 34892660 – CORRECT PEOPLECODE TO VIEW CO & OR PFML BASED ON CHECK DATE will be targeted to post by December 20, 2022, to My Oracle Support for Releases 9.2 and will also be included in HCM 9.2 Image 45 and Tax Update 23-A.

(U.S.) 34887946 – CORRECT G/L INTERFACES AND ONLINE PEOPLECODE TO PROCESS CO & OR PFML BASED ON CHECK DATE will be targeted to post by December 20, 2022, to My Oracle Support for Release 9.1 as well as included in Tax Update 23-A.

(U.S.) 34896576 – CORRECT PAYCHECK, ADVICE, & REPORTS TO REFERENCE CO & OR PFML BASED ON CHECK DATE will be targeted to post by December 20, 2022, to My Oracle Support for Releases 9.2 and 9.1, and will also be included in HCM 9.2 Image 45 and Tax Update 23-A. This patch will deliver changes for DDP003.SQR, PAY002.SQR, PAY003.SQR, PAY014.SQR, PAY018.SQR, TAX001.SQR, and code changes for Online Paycheck functionality.

(U.S.) 34887410 – PROGRAM FUNDING CONFIGURATION: CORRECT OPERATOR VALUE FOR CALC RULE P011 will be targeted to post by December 20, 2022, to My Oracle Support for Releases 9.2 and 9.1, and will also be included in HCM 9.2 Image 45 and Tax Update 23-A. The patch will modify the operator in the rule from multiplication to add.

(U.S.) 34901205 – ADD PROGRAM FUNDING FRAMEWORK PROPERTIES TO EMPLOYEE TAX DATA COMPONENT INTERFACE will be targeted to post by December 22, 2022, to My Oracle Support for Releases 9.2, and will also be included in HCM 9.2 Image 45 and Tax Update 23-A. The patch exposes the Other Program – Status fields from the Update Employee Tax Data – State Tax Data page to the Component Interface.

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Last Payroll for North America Patch Posting for 2022

Please review PeopleSoft Payroll for North America Hot Topics (Doc ID 1348833.1) for notice on the last Payroll for North America patch posting for 2022.

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Legislative Monitoring

Canada

  • Canada & Québec Pension Plan Enhancement Phase 1 – Update calculations effective January 2023 based on amended March 2022 Income Tax Regulations (Delivered Tax Update 22-E)

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 proposes an additional 4% state income tax on the portion of annual taxable income in excess of $1 million beginning on or after January 1, 2023.  The impact of the additional 4% tax on Massachusetts state withholding rules is yet to be determined.

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

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

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New Hampshire The Granite State Paid Family Leave Plan

Employers who choose to participate in the New Hampshire state Paid Family Medical Leave program must contract for coverage with MetLife, either directly or through an insurance broker. Employee deductions are not required; it is up to the employer to decide how the premiums will be funded. Each participating employer can determine whether the premium cost will be:

  • shared by the employer and the employees;
  • paid for entirely by the employer; or
  • paid for entirely by the employees.

If an employer with 50 or more employees chooses not to offer any equivalent PFML benefit to its employees, any of the employer’s employees can choose to elect individual coverage, and the employer must accommodate those employees by making payroll deductions to collect the premium for individual coverage and remitting the premiums to MetLife.

New Hampshire customers will need to configure the implementation themselves after they get their agreement with MetLife.

https://www.paidfamilymedicalleave.nh.gov/employers/employer-responsibilities

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Anne’s Thoughts

Year-End 2022

As another year comes to a close, I would like to thank our PeopleSoft customers for your support. Our PeopleSoft community has been amazing by helping each other in the My Oracle Support Community, other forums, and SIG meetings. In addition, I appreciate all those who have attended our Oracle Advisor Webcasts and conferences, either virtually or in person.

We have valued all the feedback on our Payroll for North America enhancements this year.

  • Kibana Operations and Cost Analytics
  • Quick Calculation
  • Direct Deposit Extended Functionality
  • W-2/W-2c Tax Preparer Import
  • Year-End Details Self-Service for All Users
  • Program Funding Configuration

We look forward to working with you all in the new year as we continue to deliver new enhancements and tax updates. We wish everyone a happy holiday, a wonderful year ahead, and a smooth year-end.

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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)”

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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.

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Upcoming Conferences/Webinars

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Helpful Links

Ordering U.S. Year-End Tax Forms for the 2022 Tax Year and Beyond (Doc ID 2892457.2)

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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.

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