2021 USERRA Make-up Amounts for 2020

You can now select USERRA make-up amounts for 2020 on the Box 12 subtask of the Manage W-2s screen. The Code field lookup now lists the following new Box 12 codes:

Box 12 Code	Box 12 Description
D 20	USERRA 2020 make up elective deferrals to a section 401(k) cash or deferred arrangement
E 20	USERRA 2020 make up elective deferrals to a section 403(b) salary reduction agreement
F 20	USERRA 2020 make up elective deferrals to a section 408(k)(6) salary reduction agreement
G 20	USERRA 2020 make up elective deferrals and employer contributions (including nonelective deferrals) to a section 457(b) deferred comp plan
H 20	USERRA 2020 make up elective deferrals under a section 501(c)(18)(D) tax-exempt organization plan
S 20	USERRA 2020 make up employee salary reduction contributions under a section 408(p) SIMPLE
Y 20	USERRA 2020 make up deferrals under section 409A nonqualified deferred compensation plan
AA 20	USERRA 2020 make up designated Roth contributions to a section 401(k) plan
BB 20	USERRA 2020 make up designated Roth contributions under a section 403(b) salary reduction agreement
EE 20	USERRA 2020 make up designated Roth contributions under a section 457(b) plan

Form 941 Instruction and Worksheet Updates - ARPA Updates (Part 2)

The Form 941 has been updated due to the American Rescue Plan Act of 2021 (ARPA), and the changes are effective beginning second quarter of 2021. This Costpoint release provides part 2 of the updates on the Print Quarterly Federal Payroll Tax Report screen.

Report Updates

If the reporting start date is on or after 04/01/2021, the Quarterly Federal Unemployment (FUTA) Payroll Tax Report will use the new report layout for Q2 2021 and later. The following are the changes to the layout:

• The report adds three new sections:

• Worksheet 3: Credit for Sick and Family Leave Wages for Leave Taken After March 31, 2021

• Worksheet 4: Employee Retention Credit for the Third and Fourth Quarters of 2021 Only

• Worksheet 5: COBRA Premium Assistance Credit

Note: Worksheet 4 displays values only if the reporting date range falls within or after Q3 2021. Otherwise, the values are zeroes.

• The following are the changes to the lines on the Federal 941 Data section:

• Line 11b displays the value from line 2j Worksheet 1.

• Line 11c displays the value from line 2h Worksheet 2.

• Line 11d displays the value from line 2r Worksheet 3.

• Line 11e was added to display the nonrefundable portion of COBRA premium assistance credit.

• Line 13c displays the value from line 2k Worksheet 1.

• Line 13d displays the value from line 2i Worksheet 2.

• Line 13e displays the value from line 2s Worksheet 3.

• Line 13f was added to display the refundable portion of COBRA premium assistance credit.

• The following are the changes to Worksheet 1: Credit for Sick and Family Leave Wages for Leave Taken Before April 1, 2021:

• Line 2a(ii) includes only those COVID-19 Paid Sick Leave pay types that have selected Employer Social Security Exempt check boxes on the Manage Pay Type Taxability screen.

• Line 2b retrieves the amount from the Qualified health plan expenses allocable to qualified sick leave wages for leave taken before April 1, 2021 field.

• Line 2e(ii) includes only those COVID-19 FMLA pay types that have selected Employer Social Security Exempt check boxes on the Manage Pay Type Taxability screen.

• Line 2f retrieves the amount from the Qualified health plan expenses allocable to qualified family leave wages for leave taken before April 1, 2021 field.

• The following are the changes to Worksheet 2: Employee Retention Credit for the Second Quarter of 2021 Only:

• Line 1n was added to display the employer share of social security tax remaining (same value as Line 1l on Worksheet 1).

• Line 2c total amount cannot exceed $10,000 per employee.

Note: You may need to adjust accordingly the amount you have provided for Qualified health plan expenses allocable to qualified wages for the employee retention credit such that the total amount included on lines 2a and 2b can't exceed $10,000 per employee.

• Line 2f was added to display the nonrefundable portion of credit for qualified sick and family leave wages from Worksheet 1.

• The section displays values only if the reporting date range falls within Q2 2021. Otherwise, the values in the section are zeroes.

• The numbering on this section was updated.

 

Screen Updates

The Print Quarterly Federal Payroll Tax Report screen provides the following new fields:

Field	Description
Collectively bargained agreements allocable to qualified sick leave wages for leave taken after March 31, 2021	If there are amounts under certain collectively bargained agreements allocable to qualified sick leave wages for leave taken after March 31, 2021, you must enter the amount in this field to include it in the calculation of tax credit for COVID-19 Paid Sick Leave wages.
Collectively bargained agreements allocable to qualified family leave wages for leave taken after March 31, 2021	If there are amounts under certain collectively bargained agreements allocable to qualified family leave wages for leave taken after March 31, 2021, you must enter the amount in this field to include it in the calculation of tax credit for COVID-19 FMLA wages.
COBRA premium assistance provided this quarter	If there are amounts under COBRA premium assistance that you provided this quarter, you must enter the amount in this field to include in the calculation of tax credit for COBRA premium assistance.

2021 Idaho Tax Table Updates

Idaho’s withholding methods were updated by the state tax commission to include the following income tax rate and bracket changes:

• The number of income tax brackets reduced from seven to five.

• Tax rates have been set from zero to 6.5%, instead of from zero to 6.925%.

• Upper threshold of the zero-percent tax bracket increased from $12,400 to $12,550 for single employees.

• Upper threshold of the zero-percent tax bracket increased to from $24,800 to $25,100 for married employees.

• The value of a state allowance increased from $2,960 to $3,154.

• The supplemental withholding rate decreased from 6.925% to 6.5%.

Attention: For more information, refer to: https://tax.idaho.gov/pubs/EPB00744_07-07-2021.pdf.

To support the state requirements, this release applies corresponding updates to the following screens:

• Manage State Taxes

• Manage State Tax Withholding Adjustments

• Manage State Tax Tables

Note: This enhancement requires PATCH3857.

2021 Kansas Tax Table Updates

The state revenue department of Kansas updated the withholding methods in the state employer’s guide, which are retroactively effective as of January 1, 2021.

Attention: For more information, refer to:

• NOTICE 21-22: https://www.ksrevenue.org/taxnotices/notice21-22.pdf

• Kansas Withholding Tax Guide: https://ksrevenue.org/pdf/kw100.pdf

To support the state requirements, this release updates the following screens:

• Manage State Tax Tables

• Manage State Taxes

• Manage State Tax Withholding Adjustments

Note: This enhancement requires PATCH3858.

2021 New York State Tax Tables

The withholding methods for New York State were updated to take into account changes in New York’s fiscal 2022 budget. The following changes are effective for payrolls made on or after January 1, 2021:

• New income tax brackets for high-income individuals have been added.

• Supplemental withholding rate for New York State increased from 9.62% to 13.78%.

Attention: For more information, refer to: https://www.tax.ny.gov/pdf/publications/withholding/nys50_t_nys_721.pdf.

Note: This enhancement requires PATCH3854.

The Manage Local Taxes screen adds a new field where you can specify the dependent exemption amount for the local tax. You can use this if you need to set up a local tax that takes into account the employee’s number of dependent exemptions.

Note: These enhancements require PATCH3853.

 

Manage Local Taxes (PRMLTI)

The screen provides the following new field:

Field	Description
Exemption Allowance Amounts - Dependent	Enter the dependent exemption allowance (used as a deduction from income) for an employee’s dependents. The locality exemption allowance is used in the computation of the amount of locality income tax withheld from each employee paycheck. The label of this field is “Exempt Amt Dependent” in Table view.

For example, you can use the new field for the withholding of the Indiana County Income Tax.

To set up the local tax for Indiana:

1. On the Manage Local Taxes screen, you must enter 1,500 in the Exemption Allowance Amounts - Dependent field as most employees are entitled to deduct $1,500 per year per qualifying dependent exemption claimed on Line 6 of Form WH-4.

2. On the Manage Employee Taxes screen, you must enter the total number of dependent exemptions claimed by the employee on Line 6 of Form WH-4 in the Local - Dependents field for the Locality you have set up for Indiana county tax.

 

Manage Payroll Records (PRMPTF)

The local tax calculation was updated to subtract the dependent exemption amount from the annualized gross wages.

 

Manage Employee Earnings History (PRMERF)

The local tax calculation was updated to subtract the dependent exemption amount from the annualized gross wages.

 

Compute Payroll (PRPCPR)

The local tax calculation was updated to subtract the dependent exemption amount from the annualized gross wages.

 

Print Data Dictionary Report (SYRDD)

The report now includes the new Dependent Exemption Amount (DEPEND_EXMPT_AMT) column on the Local Tax History (LOCAL_TAX_HS) table.

Defect 1479505: You encountered an error when you attempted to approve multiple checks.

Defect 1480415: An Integrity Constraint error occurred during a Job Server Retry for a job step, causing the job to fail without notice. As a workaround, do not purge the job history.

Defect 1481369: When you added an administrative message to the Home Dashboard (DBDHM) application, it disappeared after the dashboard loaded. You could still access the message in System Message(s).

Defect 1490750: When you extended a report, the After action assigned to execute after the report did not work.

Defect 1487307: When you used the Apply Engineering Change Notices application, the COMPANY_ID was missing from the ROUTING_LN table.

Defect 1481099: When you entered and submitted an engineering change notice (ECN), the workflow did not show the ECN in Monitor Activities and Messages, which resulted to non-delivery of ECN approval emails.

Defect 1484399: When you reversed an issue where an inventory part was issued to a non-inventory requirement line, you encountered a system error.

Defect 1484809: When you issued a negative quantity against a manufacturing order (MO), you encountered an error.

Defect 1481650: When there are different components or component revisions that have the same component line number, a mismatch occurred between the component part key and the component part ID and revision.

Defect 1484173: When you created a manufacturing order (MO) with a status of Firm Planned, Released, or In-Shop, and you clicked the Autoload button, the action did not populate the router. It was only populated when you saved the order.

Defect 1492509: When you processed an input file with the characters d' and é followed by a space on the sales order (SO) header notes, you encountered a system error.

Defect 1414169: The Manage Employee Deductions screen records created by the Activate Retirement Changes process always had a value of 99 in the Priority field.

Defect 1419020: The employee deduction records added/updated by Activate Retirement Changes process had blank Priority and Limit fields on the View Deductions screen.

Defect 1431356: When you updated the W-4 in ESS, the Manage Employee Taxes screen retained the existing number of federal exemptions even if allowances are no longer applicable in W-4.

 

As a workaround, manually update the value of the Federal Exemptions on the Manage Employee Taxes screen.

 

Note: This issue has no impact to payroll calculation since the number of exemptions is not used in the federal withholding calculation if the Form W-4 is 2020 or later.

Defect 1431366: When you updated the W-4 on the Life Events/New Hires screen, the employee’s record on the Manage Employee Taxes screen retained the existing number of federal exemptions even if allowances are no longer applicable in W-4.

 

As a workaround, manually update the value of the Federal Exemptions on the Manage Employee Taxes screen.

 

Note: This issue has no impact to payroll calculation since the number of exemptions is not used in the federal withholding calculation if the Form W-4 is 2020 or later.

Defect 1414242: When you selected new retirement plan options/deductions on the Retirement Benefits screen, the corresponding records created on Manage Employee Deductions screen records had a value of 99 in the Priority field.

Defect 1419018: When you added or updated retirement plan options/deductions on the Retirement Benefits screen, the corresponding employee deduction records had blank Priority and Limit fields on the View Deductions screen.

Defect 1490434: The report displayed one-cent lines, which are adjustments that should not be included for processing. This affects you if you process large volumes of data.

Defect 1467275: When you imported timesheets with the Auto-Adjust options selected, the application did not insert the auto-adjusted amount in the HRLY_AMT column of the TS_LN table.

 

As a workaround, complete the following steps to correct the value in the HRLY_AMT column of the TS_LN table:

1. Go to the Manage Timesheets screen and query the affected timesheet.

2. Click Auto-Adjust and save your changes.

Defect 1467455: When you enabled the auto-adjust function and imported a new timesheet line for an existing timesheet, the hourly rates for timesheet lines were incorrect. The issues are:

• The existing timesheet line's hourly rates were not updated.

• The new timesheet line hourly rate was the hourly amount (HRLY_AMT) value from the employee's salary information (EMPL_LAB_INFO) record.

Defect 1470465: When the leave balance of a record was below the minimum limit, the application generated two warning messages for the same record instead of only one.

Defect 1483082: When you modified a field on the State Taxes subtask, Costpoint added a record on the state audit table, but the record added to the parent table (EMPL_E_ADT) had the modify code set to a NULL value instead of U.

Defect 1490511: The Org Job Summary report did not include new business budgets, and the Description field did not indicate whether it was a project budget or new business budget. Nor did it include the budget version number.

Defect 1446978: When Labor Utilization was selected as Generic Staff and you set the default period value to 0 on the Indirect Utilization Split subtask, the value changed to 1 after the budget was committed.

Defect 1486515: The Total Hrs column did not include decimal values.

Defect 1487296: Performance issues such as slow processing times occurred when you worked on large indirect budgets.

Defect 1487987: When you created an EAC Formula budget that did not contain a cost, a revenue adjustment error occurred.

Defect 1488556: The Burden calculation failed to calculate after tier 1 pools when base amounts were not part of the next pool tier base.

Defect 1463800: Available resource hours were not a percent of the resources hours for the period.

Defect 1469431: The application stopped responding when you ran it for project(s) with no line or data for the previous fiscal year.

Defect 1486048: The application was running longer than expected.

Defect 1468103: COMPANY_ID was missing in the WHERE clause, which might result in rows from other companies being included in the company the user is currently logged into.

Defect 1391514: When you created new project modifications via web services, the cost values passed from the XML file were incorrectly saved.

 

As a workaround, you can create new modifications on the application's UI, or you can do an UPDATE Transtype via the Web Integration Console (WIC) to correct the values.

Defect 1454648: When you clicked the Load Defaults button for an existing project, the system removed L1_PROJ_SEG_ID from the PROJ table.

 

As a workaround, you can run the Check and/or Rebuild Project Segment IDs utility.

Defect 1460891: When you clicked the Auto Load Workforce button on the Vendor Employees subtask within the Charges subtask, Costpoint did not load the rate for the vendor employees.

Defect 1491920: Performance issues were encountered during export.