2021 Form W-4 Updates

This Costpoint release updates several screens to reflect the changes in the Deductions Worksheet of the 2021 Form W-4.

Manage Employee Taxes (PRMETAX)

Note: The updates in this section also apply to the Taxes subtask of the Manage Employee Information screen.

The following are the changes to the screen:

• The field label changed from Form W-4 Version to Form W-4.

• The Form W-4 drop-down list option was updated from 2020 to 2020 or greater.

Federal Withholding (ESMFEDWH)

The following are the changes to the screen:

• The “2020” text was removed from the labels of the tabs.

• The wording on the Deductions Worksheet section of the Multiple Jobs/Deductions Worksheet tab was updated to reflect the information on the latest Form W-4.

• Starting 01/01/2021, the 2019 W-4 subtask will no longer be available.

Life Events/New Hires (ESMLIFEEVENT)

The following are the changes to the screen:

• The “2020” text was removed from labels on the tabs for Federal Withholding.

• The wording on the Deductions Worksheet tab for Federal Withholding was updated to reflect the information on the latest Form W-4.

Allow Truncation of Social Security Numbers on Printed W-2

The IRS finalized regulations to allow employers to voluntarily truncate employee social security numbers (SSNs) on copies of Forms W-2, Wage and Tax Statement, that are furnished to employees after December 31, 2020 [84 F.R. 31717, 7-3-19].

The regulations allow employers to voluntarily mask SSNs so that the numbers display in the form of IRS truncated taxpayer identification numbers (TTINs), which display only the last four digits of a taxpayer identification number (TIN) and use X’s or asterisks for the first five digits (for example, XXX-XX-1234 or ***-**-1234).

The final regulations permit employers to truncate employees’ SSNs to appear in the form of a TTIN on copies of Forms W-2 that are furnished to employees under IRC §6051 (copies B, C, and 2). The truncation of SSNs on employee copies of Form W-2 will not be required. The decision is entirely up to the employer.

The final regulations clarify that employers may not truncate an employee’s SSN to appear in the form of a TTIN on copy A of a Form W-2 filed with the Social Security Administration (SSA). Both the IRS and SSA need the full SSN on Forms W-2 to identify individuals. The IRS receives the full SSN when SSA sends the employer’s W-2 file to IRS once it has finished processing the file.

This Costpoint release provides you with the option to truncate the employees’ SSNs on the employee copies of the printed W-2. Use the following new field on the Print W-2s screen for this functionality:

Field	Description
Print only the last 4 numbers of SSN.	Select this check box to display only the last 4 numbers of the employee's social security number (SSN) on the W-2. When you select this check box, the copies of the W-2 that are furnished to employees (copies B, C, and 2) display only the last 4 numbers of the employee’s SSN. An “X” will print instead of the other numbers. For example, XXX-XX-1234.

Updates for Social Security Deferral Based on CARES Act Memorandum

A presidential memorandum was signed last 8/8/2020 which mandates a deferral of the employee portion of Social Security tax for compensation paid to employees whose biweekly pretax compensation generally is less than $4,000. In addition to other Costpoint features released to comply with the memorandum, this release applies related updates to the Print Quarterly Federal Payroll Tax Report screen and the Post Payroll Journal screen.

Print Quarterly Federal Payroll Tax Report (PRRFDTAX)

This screen now provides information on employees who had deferred social security withholding between 9/1/2020 and 12/31/2020. The screen features the following changes:

• When Costpoint determines the Employee Social Security Taxable Wages in order to compute the Calculated Employee Social Security Withholding, Costpoint only includes gross wages from Employee Earnings (EMPL_EARNINGS) records that were subject to social security.

Due to the latest CARES Act Memorandum, which defers Social Security withholding for employees generally making less than $4,000 biweekly, Costpoint Payroll users had to clear the Subject to - Social Security check box on the Manage Employee Taxes screen for the affected employees so that social security would not be withheld for them. The Compute Payroll process then set the Employee Social Security Taxable Wages to 0.00.

For this scenario, Costpoint now performs the following actions:

• Track the social security taxable wages for employees and employers.

• Calculate and include social security taxable wages from Employee Earnings records that were flagged for social security deferral even though the Subject to - Social Security check box was not selected for each of those records.

• The FICA Summary section now includes the total deferred Social Security employee withholding in order to show how the deferral impacts the expected FICA liability.

• A new Deferred Employee Social Security Withholding report lists employees that had deferred Social Security withholding during the 9/1/2020 to 12/31/2020 period. The report provides the following fields/information:

• Employee

• Name

• Deferred Social Security Taxable Wages

• Deferred Social Security Withholding

Post Payroll Journal (PRPPPCLS)

This screen now populates the new social security deferral columns for V-type records that are being posted for employees who had deferred social security withholding between 9/1/2020 and 12/31/2020.

2020 Maryland SUTA Electronic Filing

 

The Maryland Division of Unemployment Insurance announced that its new system, BEACON, goes live late September 2020. The filing of the quarterly wage reports will still be done using the current method and format until late September 2020. The third quarter 2020 wage reports will be the first quarter that will be filed in the new BEACON system.

Attention: For more information, refer to the FAQs for Tax Filing Employers and Third Party Agents - Unemployment Insurance Modernization: http://www.dllr.maryland.gov/uim/employer/uimempfaqs.shtml.

This Costpoint release updates the Manage SUTA Tax File Data screen and the Create Quarterly SUTA Tax File screen to support Maryland’s new EFW2 format for the BEACON system.

Manage SUTA Tax File Data (PRMSMM)

If you enter MD (Maryland) in the SUTA State field, the application now enables the Employee Count Method field. The Contact Name field is now required for Maryland.

Create Quarterly SUTA Tax File (PRPSMM)

If you create a tax file for Maryland, the application uses the EFW2 format for the new BEACON system.

2021 SUTA Wage Base Updates

This Costpoint release adds tax table records effective 01/01/2021 for states where the unemployment-taxable wage base has been updated for tax year 2021.

Note: These updates require PATCH3792 and PATCH3796.

Iowa

The SUTA limit for 2021 is $32,400.

Nevada

The SUTA limit for 2021 is $33,400.

Washington

The SUTA limit for 2021 is $56,500.

New Jersey

The SUTA limit for 2021 is $36,200.

New Quick Launch Option for Costpoint Mobile

You can right-click the Costpoint desktop icon that is pinned on the task bar or long press on the Costpoint icon on an Android device to see direct links that let you quickly open the following applications:

• Manage Timesheets (TMMTIMESHEET)

• Home Dashboard (DBDHM)

These capabilities are available on the following browsers:

• Google Chrome 85 or later

• Microsoft Edge 85 or later

Note: This feature is currently not available on IOS devices.

Important Information for Costpoint On-premise Customers

For customers who have installed a Costpoint Maintenance Release (MR) for Costpoint version 7.1 or 8.0, Deltek has recently discovered the following issue and is encouraging all Costpoint customers to take corrective action immediately. The issue does not impact the functional or technical performance of Costpoint. Deltek Costpoint Cloud customers do not have to take any action.

Issue

During the MR install process, the following folder, “…\applications\enterprise\DEWebApp\WEB-INF" was inadvertently copied to the IIS Server if the machine where you run MR installer has access to the IIS server, and the IIS folder is registered in Configuration Utility. This above folder “…\DEWebApp\WEB-INF"” contains files that should not be present on the IIS server. This issue has been corrected starting with MR 7.1.10 and MR 8.0.2.

Corrective Action

Follow one of the steps below to correct this issue.

• Delete the folder, "...\DEWebApp\WEB-INF", and all file contents from the IIS server.

• Install MR 7.1.10 or MR 8.0.2 (subsequent MRs will also correct the issue). If the machine where you run the MR installer has access to the IIS server, and the IIS folder is registered in Configuration Utility, then MR installer will delete this folder and file contents if it is present on the IIS server.

Please contact Deltek Customer Care with any questions.

The Costpoint Monthly Release version 7.1.10 installer has been updated to include support and compatibility for Weblogic 12.1.3 and Weblogic 12.2.13 Oracle Critical Patch Update (July 2020). The update aims to address security vulnerabilities.

Build Rate Application Table has been enhanced to support table partitioning and process more efficiently when using Oracle. Deltek recommends that you install the Costpoint 7.1.10 MR in a test environment and test the application before deploying the MR to production.

Defect 1340704: Costpoint allowed you to post cash receipt/accounts receivable adjustment entries to an account that is not assigned to a CR account entry group. This happened when you selected the Post Adjustment to Billed Project check box, encountered an error, cleared the Post Adjustment to Billed Project check box, and posted the A/R adjustment.

Defect 1344512: When you cleared the Allow Saving of Personal Screen Configuration check box on the User Interface tab in Manage Users (SYMUSR), you received the following message: "All User Personal Screen Configurations will be deleted. Do you want to continue?"

Defect 1345766: Extension applications did not display in the result sets for Security reports.

Defect 1342339: A newly saved Manage Word Templates (SYMWRPTM) record could not be queried when its result set used XT or extensibility. As a workaround, you can save the record using other result sets in order to use the template in the applications with extensibility.

Defect 1334254: On the Contract Close Out tab, the employee ID instead of the employee name displayed in the Completed By Name fields (the unlabeled field to the right of Completed By) for the following items:

• All Mods Executed

• All Subcontracts Closed

• Final Invoice Submitted

Defect 1355495: You received the error "Can’t read the list of LDAP providers” and could not log in to Extensibility and Web Designer tools. This issue occurred when the Authentication Method in Manage Users was set to the Active Directory (non-global level) option. As a workaround, you can set the Authentication Method to Database or Global LDAP providers.

Defect 1346002: When you used Costpoint in smartphone mode on an iPhone and used the lookup field, the lookup table might overlap with the main page on your iPhone. As a workaround, you can enter the value from the lookup field.

Defect 1348383: If you logged in to Costpoint using the Web@Work browser on an iPhone, you might have received a system error. As a workaround, you can use the standard Safari, Chrome, or Edge browsers.

Defect 1352212: The Approval Workflow sent a notification to all built-in Employee Manager roles assigned in all of the Salary Info records instead of sending a notification to the Manager assigned in the most recent Salary Info record.

Defect 1345923: The validation that displays when posting the Inventory Journal to an FY/PD/SUB whose INV status is set to Not Available has been removed.

Defect 1340316: The Create Transfer Reservation Action Message check box on the Configure Materials Requirements Planning Settings screen affected how supply was netted within the project planning group when Plan Substitute Part was not selected on the same screen.

Defect 1342590: When you created the purchase order (PO) and you assigned the PO info using the Assign PO - Combined subtask on the Apply PO Info to Purchase Requisitions screen, the PO line account cost amount was incorrectly calculated.

Defect 1346298: When you modified multiple purchase orders (POs) and you didn't have organization security rights to one of the POs, the PO_HDR.LOCK_FL was set to Y, which locked the PO.

Defect 1342585: When you changed the Alt part, the Manufacturer ID was not updated based on the new Alt part.

Defect 1344736: Costpoint did not create a reservation for Customer Repair Orders when you have a requirement flagged as optional in Manufacturing Execution System (MES). They came over as a quantity of 0 into manufacturing order (MO) requirements. Subsequent alterations in MES (that is, adding an operation sequence) failed to come to Costpoint on the router.

Defect 1342756: The application has been updated to enable it to copy the value of the new Print Label options Acknowledgment Required or Acceptance Required from PO_HDR to PO_HDR_HS when the purchase order (PO) is archived.

Defect 1342758: The application has been updated to enable it to copy the value of the new Print Label options Acknowledgment Required or Acceptance Required from the blanket PO_HDR to the new release PO_HDR.

Defect 1342753: The application has been updated to enable it to copy the value of the new Print Label options Acknowledgment Required or Acceptance Required from PO_HDR to PO_HDR_CHNG when a new change order is created.

Defect 1342388: You now have the option to print either Acknowledgment Required or Acceptance Required on the Print Purchase Order (PO) and Print PO Change Order reports. You can do this by using the new Print Label drop-down list with the options Acknowledgment Required, Acceptance Required, or None.

Defect 1342580: When you created a new type A purchase order (PO) and saved the changes, you were unable to edit the vendor even though there was no activity (receipts/vouchers) on the PO.

Defect 1342411: The application has been updated to enable it to print the option you selected for the Print Label on the Manage Purchase Orders screen.

Defect 1342582: When you printed the purchase order (PO) change order, the Tax Exempt Cert No was printed as well.

Defect 1342409: The application has been updated to enable it to print the option you selected for the Print Label on the Manage Purchase Orders screen.

Defect 1342587: When you entered a receipt on a Subcontract Agreement type purchase order (POs) that referenced Misc Type line items with a charge type of Labor or Expense, the Accepted Qty and Accepted Amt (which are locked fields on the receipt) did not default values correctly from the Received Qty and Received Amt, respectively. For a charge type of Other, the Accepted Qty and Accepted Amt were editable.

Defect 1340568: A system error occurred when two users simultaneously print the report.

Defect 1348189: When you changed the dependent care FSA amount to be equal to posted dependent care FSA deductions, the application displayed an error which indicated that the deductions amount could not be calculated.

When you changed the dependent care FSA amount to a value that was more than the posted dependent care FSA deductions, Costpoint updated the value correctly on the Manage Employee Deductions screen.

As a workaround, enter 0 on the employee deduction so that it will not be included in the payroll.

Defect 1348228: When you changed the HSA amount to be equal to posted HSA deductions, the application displayed an error which indicated that the deductions amount could not be calculated.

When you changed the HSA amount to a value that was more than the posted HSA deductions, Costpoint updated the value correctly on the Manage Employee Deductions screen.

As a workaround, enter 0 on the employee deduction so that it will not be included in the payroll.

Defect 1348227: When you changed the medical care FSA amount to be equal to posted medical care FSA deductions, the application displayed an error which indicated that the deductions amount could not be calculated.

When you changed the medical care FSA amount to a value that was more than the posted medical care FSA deductions, Costpoint updated the value correctly on the Manage Employee Deductions screen.

As a workaround, enter 0 on the employee deduction so that it will not be included in the payroll.

Defect 1349929: When you changed the Withholding State - Filing Status field value on an existing record with GU (Guam) as the withholding state, the screen did not update the value of the Federal - Filling Status field to Exempt.

 

As a workaround, you can clear the value in the State field in the Withholding State group box, and then re-enter GU in the field.

Defect 1355228: When you changed the Withholding State - Filing Status field value on an existing record with VI (Virgin Islands) as the withholding state, the screen did not update the value of the Federal - Filling Status field to Exempt.

 

As a workaround, you can clear the value in the State field in the Withholding State group box, and then re-enter VI in the field.

Defect 1356001: The Manage Employee Taxes screen did not display or retrieve employee tax records when the record had no assigned withholding state.

Defect 1348172: The setting of the Variable Hours Employee check box was incorrect on the View Salary Information and History screen when you updated employee records through the Update Employees for Manager Change process.

Defect 1350806: The application auto-adjusted Correcting type timesheets.

Defect 1345878: When you ran the application process using union fringe, a critical system error occurred.

Defect 1337563: When you processed employees that are part of the same pay cycle but had different taxable entities, and then you printed payment advices for the employees, Costpoint did not add the corresponding records in the Direct Deposit Information subtask of the Manage Payroll Records screen.

 

As a workaround, you can combine multiple ACH bank files together for printing of payment advices only. This will allow insertion of the direct deposit information into the payroll record.

Defect 1348259: When you changed the FSA/HSA amount to be equal to posted FSA/HSA deductions, the application displayed an error which indicated that the deductions amount could not be calculated.

When you changed the FSA/HSA amount to a value that was more than the posted FSA/HSA deductions, Costpoint updated the value correctly on the Manage Employee Deductions screen.

As a workaround, enter 0 on the employee deduction so that it will not be included in the payroll.

Defect 1347450: When you modified a Pool Org ID, duplicate splits displayed in Labor Utilization.

Defect 1349599: The application doubled holiday data, which affected rate and revenue projections.

Defect 1361231: When you updated the Escalation tab, an error occurred in Organizational Outlooks. As a result, when employees changed home orgs, duplicates occurred in multiple org budgets, causing merge errors.

Defect 1364985: The Rates Post tag in the Modified By column was overwritten when you used the Post Forward Rates to Budget application. To correct this, the Rates Post tag now displays in the new Created By column.

Defect 1335079: Users with suppressed labor were able to see individual estimated labor cost by employee in addition to hours by employee.

Defect 1345246: Non-Labor amount was not displayed when the Labor Suppress option in Manage Users was selected.

Defect 1341511: Total dollars for the last closed period were not calculated when the Unlock EAC Last Closed Period setting was enabled.

Defect 1344797: When the revenue calculation method was configured as Project Plus Org Revenue Adjustment and Override Revenue Adjustments from Accounting System was selected on the Revenue Setup/Ceilings subtask in Project Budgets/EACs, amounts entered in Revenue Adjustments were not recognized for actuals nor were they reflected correctly in the Revenue Breakdown report.

Defect 1344800: Based on burden ceiling configuration, the burden calculation on the Burdened Cost subtask was calculated incorrectly.

Defect 1344805: When you selected Override Settings on the Revenue Setup/Ceilings subtask, the default settings were incorrect for the following revenue types:

• Fee on Hours Plus Cost Incurred (CPFH)

• Loaded Labor Plus Non-labor Plus Burden on Non-labor (LLRCINLB)

Defect 1168814: When you budgeted by period and a subperiod rate changed during that period, Costpoint Planning used the average rate when calculating revenue.

 

This was corrected as follows: When a project labor code (PLC) rate changes during a period and hours are budgeted by period, the latest PLC rate is now used when calculating revenue for the period.

Defect 1342419: When you printed the Transaction Analysis, the labor amount was not displayed when the Labor Not Suppressed option was selected.

Defect 1339642: This application has been enhanced to process more efficiently and decrease its runtime.

Defect 1289576: A critical system error occurred when you tried to save a record without a value in the Period field.

Defect 1339653: This application has been enhanced to process more efficiently and decrease its runtime.

Defect 1347620: Different system errors occurred during initial and succeeding processing of any fiscal year. This defect affects you if you are using an Oracle database.

Defect 1339632: This application has been enhanced to process more efficiently and decrease its runtime.

Defect 1338666: Revenue summary was not bringing prior year revenue into the RPT_REV_SUM table when you only have labor transactions (without burden) with a revenue formula of Loaded Labor Plus Non-labor Plus Burden on Non-labor.

Defect 1285719: In Manage Project User Flow, a system error occurred when you edited and tried to save your changes on the Gov't Contract subtask for a certain project and on another subtask under a different project. As a workaround, you can save your changes for the current record you are accessing before creating or editing another record in a different project or project level.

Defect 1299610: A system error occurred when you deleted a blank row and tried to save the record. As a workaround, instead of manually deleting the blank row, click the Refresh button to remove it.

Defect 1282068: Costpoint allowed you to delete a second-level project after creating a third-level project.

Defect 1335061: The application was not bringing in data from the Assign PLC to Employee Work Force subtask of the Manage Employee Work Force screen. When you used an existing project on the destination project, the application skipped the employee work force (including the PLC). This issue does not exist when mass adding information to a new project.

Defect 1337994: The application allowed you to add a project with an incorrect length.

Defect 1345730: Errors that resulted when you attempted to import employee history using the Table as the source did not display in the error log.

Defect 1339219: When users unmarked processed SubK expense reports; they could not be exported again.

Defect 1341921: Values entered into the Comments, Merchant, and Provider fields were not imported from web services.

Defect 1341678: Though an expense report's charge allocation percentages equaled 100%, users received an error message indicating that they did not.

Defect 1344925: The Expense Report's connection requests exceeded the maximum allowed number of 20.

Defect 1341534: When Timesheet Export settings were set to Generic, the date timestamp format display was corrupted.

Defect 1350917: When rounding time in/time out hours, individual line amounts were rounded instead of the total of all entered lines.