2020 Guam Tax Table Update/Income Tax Withholding and the Ability to Use 2020 W-4 Logic for Other Territories

 

Costpoint now supports Guam tax table updates and income tax withholding beginning tax year 2020 and the ability to use the 2020 W-4 logic for other territories. The enhancement features the following updates:

• The Manage State Taxes (PRMSTI) screen provides a new check box that indicates whether or not the U.S. territory’s income tax calculations are the same as the federal income tax calculations.

• This release adds Guam tax records effective 01/01/2020 on the following screens:

• Manage State Taxes

• Manage State Standard Deductions

• Manage State Tax Withholding Adjustments

• Manage State Tax Tables

• All applications which calculate Guam taxable wages and tax withholding were updated to accommodate Guam’s requirements.

• Costpoint ESS now allows employees to provide their state W-4 data for Guam and any other territory with income tax calculations that are the same as the federal income tax calculations.

Filing Status Updates

Costpoint provides new filing statuses for Guam to indicate if the withholding method will be based on the 2020 Form W-4. This enhancement includes the following changes:

• Six filing statuses were added.

• Descriptions of existing filing statuses were updated.

• The length of the S_ST_FIL_STAT_NAME column in the STATE_FILING_STATUS table increased from 50 to 80 characters.

The following are the filing status codes for Guam:

Filing Status Code	Filing Status Description
EXEMPT	Exempt from state taxes
SINGLE	Single, 2019 W4 or earlier
MARRIED FILING SEPARATELY	Married filing separately, 2019 W4 or earlier
MARRIED FILING JOINTLY	Married filing jointly, 2019 W4 or earlier
HEAD OF HOUSEHOLD	Head of household, 2019 W4 or earlier
QUALIFYING WIDOW(ER)	Qualifying widow(er), 2019 W4 or earlier
SINGLE 2020 W4 STEP 2	Single/Married Filing Separately, 2020 W4 Step 2 Checked
MARRIED 2020 W4 STEP 2	Married filing jointly/Qualifying Widow(er), 2020 W4 Step 2 Checked
HEAD OF HOUSEHOLD W4 STEP 2	Head of household, 2020 W4 Step 2 Checked
SINGLE 2020 W4	Single/Married Filing Separately, 2020 W4 Step 2 Unchecked
MARRIED 2020 W4	Married filing jointly/Qualifying Widow(er), 2020 W4 Step 2 Unchecked
HEAD OF HOUSEHOLD 2020 W4	Head of household, 2020 W4 Step 2 Unchecked

Manage State Taxes (PRMSTI)

The screen provides the following new field:

Field	Description
Territory Tax based on Federal Tax	The screen selects this check box if the U.S. territory income tax system mirrors the federal income tax system. Currently, the screen selects this check box if the state is Guam or Virgin Islands. This check box is not editable.

Compute Payroll (PRPCPR)

The application now has the ability to process the income tax withholding of U.S. territories based on federal income tax withholding calculation. Currently, this is applicable to both Virgin Islands and Guam.

Manage Payroll Records (PRMPTF)

The application now has the ability to process the income tax withholding of U.S. territories based on federal income tax withholding calculation. Currently, this is applicable to both Virgin Islands and Guam.

Manage Employee Taxes (PRMETAX)

The screen now allows employees to provide their state W-4 data for Guam and any other territory with income tax calculations that are the same as the federal income tax calculations.

Federal Withholding (ESMFEDWH)

The screen now allows employees to provide their state W-4 data for Guam and any other territory with income tax calculations that are the same as the federal income tax calculations.

State Withholding (ESMSTATEWH)

The screen now allows employees to provide their state W-4 data for Guam and any other territory with income tax calculations that are the same as the federal income tax calculations.

Life Events/New Hires (ESMLIFEEVENT)

The screen now allows employees to provide their state W-4 data for Guam and any other territory with income tax calculations that are the same as the federal income tax calculations.

Configure State Tax Settings (AOMESSST)

The screen provides the following changes:

• The Equal to Federal functionality will not be available for territories flagged as having income tax calculation based on federal income tax calculation.

• The length of Filing Status Description increased from 50 to 80 characters.

Print Data Dictionary Report (SYRDD)

The report was updated to reflect the following field changes:

Field	Table	Change
S_ST_FIL_STAT_NAME	STATE_FILING_STATUS	The length increased from 50 to 80 characters.
FIL_ST_DESC	ESS_STATE_TAX_LN	The length increased from 50 to 80 characters.
TERRITORY_TAX_FL	STATE_TAX_HS	This is a new field.

Manage Employee Information (LDMEINFO)

The Taxes subtask now allows employees to provide their state W-4 data for Guam and any other territory with income tax calculations that are the same as the federal income tax calculations.

Manage Employee Earnings History (PRMERF)

A new column (STATE_TAX_HS.TERRITORY_TAX_FL) was added to the work table(s) used by the application.

Print Soc Sec and Medicare Reconciliation Report (PRRFICA)

A new column (STATE_TAX_HS.TERRITORY_TAX_FL) was added to the work table(s) used by the application.

Print Quarterly Federal Payroll Tax Report (PRRFDTAX)

A new column (STATE_TAX_HS.TERRITORY_TAX_FL) was added to the work table(s) used by the application.

Recompute Taxable Wages (PRPRCOMP)

The application now recomputes Guam’s taxable wages based on the new code for processing of U.S. Territories income tax withholding, which is based on federal income tax withholding calculation.

Colorado State Filing Status

The 2020 Form W-4, Employee’s Withholding Certificate, was revamped to reflect the elimination of withholding allowances under the tax code overhaul. The new form relies on dollar-amount adjustments reported by employees to calculate income tax withholding.

Revisions to the federal form created a wave of changes in states that used the federal withholding certificate for state income tax withholding purposes and states that used allowances in withholding formulas.

Colorado was among the states that did not develop state withholding certificates and continued to use federal Form W-4 for state withholding. Head of household is a newly added filing status in the federal 2020 Form W-4, and before this release, Colorado did have the Head of Household filing status in Costpoint. This release adds the Head of Household filing status for Colorado in Costpoint for any employee who selected this filing status in the 2020 Form W-4.

Note: Colorado has a flat income tax rate of 4.63% regardless of filing status.

This Costpoint release adds the Head of Household filing status records for Colorado on the following screens:

• Manage State Tax Withholding Adjustments

• Manage State Standard Deductions

• Manage State Tax Tables

This also applies the following updates to the State Filing Status (STATE_FILING_STATUS) table:

• The new HEAD OF HOUSEHOLD filing status was added.

• The descriptions of MARRIED and SINGLE OR MARRIED filing statuses were updated.

New Jersey SUTA Electronic Filing

New Jersey’s Department of Labor and Workforce Development phased out all types of magnetic media and replaced them with the Employer Report of Wages Paid (WR-30) form. All employers must file their quarterly wage reporting information (Form WR-30) electronically either online via the New Jersey Payroll Taxes and Wage Withholding-Filing, Payment, and Reporting Service or by Secure File Transfer Protocol (SFTP).

The most recent file layout for New Jersey SUTA electronic filing added the Record Terminus Character field in position 160 of both M and B records. In addition to this change, amended files should also report X in position 159 of the M record.

The following tables show the updated file layouts for M and B Records in the fixed length file format.

 

Fixed Length File Format

M Record

Record Location	Field Name	Field Length	Type	Description & Remarks
1	Record ID	1	A/N	Always "M"
2	FEIN	12	N	Federal Employer Identification Number
14	Filler	2	A/N	Spaces
16	Employer Name	36	A/N	From Authorization Letter
52	Street Address	35	A/N
87	City	20	A/N
107	State	5	A/N
112	Zip Code	9	A/N	Left justified, followed by spaces if less than 9 numbers
121	Quarter & Year or Report	2	N	Quarter number 1,2,3,4, then last digit of filing tax year
123	Number of Employees Reported	6	N	Right justified, "0" zero fill, must equal the number of employees "B" record lists for this employer
129	Total Wages paid this Quarter	14	N	Right justified, "0" zero fill, dollars & cents no decimal
143	FEIN	9	N	Federal Employer Identification Number
152	Magnetic Authorization Number	4	N	From Authorization Letter
156	Filler	4	A/N	Spaces
159				If “Amended,” enter “X” in position 159.
160	Record Terminus Character	1	A/N

B Record

Location	Field Name	Field Length	Type	Description & Remarks
1	Record ID	1	A/N	Always "B"
2	Employee SSN	9	N	9 numeric characters
11	Employee Name	30	A/N	Last Name, First Name, Middle Initial, no punctuation
41	Employee Wages Paid this Quarter	12	N	Right justified, "0" zero fill, dollars & cents no decimal
53	Employee Base Weeks	2	N	Right justified, "0" zero fill, range 00-14
55	Filler	105	A/N	Spaces
160	Record Terminus Character	1	A/N	Record Terminus Character (End of record) Content: “#”

Costpoint MR 8.0.1 adds the ability to track changes made to the Employer Portion of Social Security and Medicare Taxes for COVID-19 Tax Credit in Costpoint. You can access the audit trail for these data on the View Employee Earnings screen and the View Payroll Edit Table screen.

View Employee Earnings (PRQERF)

The View Employee Earnings screen now displays the employer portion of exempt pay types and taxable wages of FICA taxes. To support the new functionality, this release applies the following changes to the screen:

• A new Employer Accrual tab allows you to access the Unemployment Taxes fields transferred from Payroll Edits tab and the employer FICA Taxes fields. The FICA Taxes group box provides the following fields:

• Social Security

Field	Description
Exempt Pay Types	This field displays the amount for the employer portion of social security exempt pay types.
Exempt Deductions	The field displays the total of the social security exempt deductions. This field is not editable.
Taxable Wages	This field displays the amount for the employer portion of social security taxable wages.
Accrued Expense	This field displays the employer expense accrued for social security.

 

• Medicare

Field	Description
Exempt Pay Types	This field displays the amount for the employer portion of Medicare exempt pay types.
Exempt Deductions	This field displays the total of the Medicare exempt deductions. This field is not editable.
Taxable Wages	This field displays the amount for the employer portion of Medicare taxable wages.
Accrued Expense	This field displays the employer expense accrued for Medicare.

 

• The unemployment taxes fields were transferred from the Employee Earnings tab to the new Employer Accrual tab. In addition, the social security Accrued Expense field and the Medicare Accrued Expense field are no longer editable on the Employee Earnings tab.

• The following columns were added to the EMPL_E_ADT database table to track the employer amounts of Social Security taxes:

• SS_ER_EXMPT_PT_AMT

• SS_ER_TXBL_AMT

• The following columns were added to the in EMPL_E_ADT database table to track the employer amounts of Medicare taxes.

• MDCR_ER_EXMPT_PT_AMT

• MDCR_ER_TXBL_AMT

View Payroll Edit Table (PRQPTF)

The View Payroll Edit Table screen now allows you to view the employer portion of FICA taxes. To support the new functionality, this release applies the following changes to the screen:

• The unemployment taxes fields were transferred from the Payroll Edit tab to the new Employer Accrual tab. The social security Accrued Expense field and the Medicare Accrued Expense field on the Payroll Edit tab are no longer editable.

• A new Employer Accrual tab allows you to access the Unemployment Taxes fields transferred from the Payroll Edits tab and the employer FICA Taxes fields. The FICA Taxes group box provides the following fields:

• Social Security

Field	Description
Exempt Pay Types	Enter the amount for the employer portion of social security exempt pay types.
Exempt Deductions	The field displays the total of the social security exempt deductions. This field is not editable.
Taxable Wages	Enter the amount for the employer portion of social security taxable wages.
Accrued Expense	This field displays the employer expense accrued for social security.

 

• Medicare

Field	Description
Exempt Pay Types	Enter the amount for the employer portion of Medicare exempt pay types.
Exempt Deductions	This field displays the total of the Medicare exempt deductions. This field is not editable.
Taxable Wages	Enter the amount for the employer portion of Medicare taxable wages.
Accrued Expense	This field displays the employer expense accrued for Medicare.

 

• The following columns were added to the EMPL_PAYROLL_ADT database table to track the employer amounts of Social Security taxes:

• SS_ER_EXMPT_PT_AMT

• SS_ER_TXBL_AMT

• The following columns were added to the EMPL_PAYROLL_ADT database table to track the employer amounts of Medicare taxes:

• MDCR_ER_EXMPT_PT_AMT

• MDCR_ER_TXBL_AMT

 

Costpoint MR 8.0.1 applies multiple enhancements to the Create Leave Payout Timesheets screen, which include the following features and changes:

• You can now generate leave payout timesheets for excess leave types of employees that have a status of Inactive, Inactive Accruing Leave, or Family Medical Leave on the Manage Employee Information screen.

• You can now process eligible employees with future termination dates.

To support the new enhancements, the screen provides the following new fields:

Field	Description
Include 'Active' Employees	Select this check box to generate leave payout timesheets for Active employees that are assigned to a leave type that is flagged as Use as Excess Leave Type on the Manage Leave Types screen.
Include 'Family Medical Leave' Employees	Select this check box to generate leave payout timesheets for Family Medical Leave employees that are assigned to a leave type that is flagged as Use as Excess Leave Type on the Manage Leave Types screen.
Include 'Inactive Accruing Leave' Employees	Select this check box to generate leave payout timesheets for Inactive Accruing Leave employees that are assigned to a leave type that is flagged as Use as Excess Leave Type on the Manage Leave Types screen.
Include 'Inactive' Employees	Select this check box to generate leave payout timesheets for Inactive employees that are assigned to a leave type that is flagged as Use as Excess Leave Type on the Manage Leave Types screen.
Include Employees with Termination Dates	Select this check box if an employee with a termination date on the Manage Employee Information screen should still receive payment for excess leave types. Their termination date should be after the date specified in the Include termination dates greater than field. This field can be used for cases where your Human Resources team enters future termination dates for employees and wants to continue including those employees for processing. If this check box is not selected, any employee with a termination date on the Manage Employee Information screen will be excluded from processing. If you select this check box, the date basis must be specified. For example, the following employees exist on your Manage Employee Information table: Employee Termination Date EMPL1 10/15/2020 EMPL2 11/16/2020 EMPL3 12/31/2020 EMPL4 10/10/2020 If you specify a date of 10/15/2020, employees EMPL2 and EMPL3 will be included in the processing since their termination dates are after the specified date basis. Employees EMPL1 and EMPL4 will not be included in the processing because their termination dates are before or the same as the date basis. This check box will only be enabled if the Leave Payout for Excess Leave Types check box is selected.
Include termination dates greater than	Enter, or click the Calendar Lookup to select, a date. Employees with termination dates that fall after this date and who meet the other selection criteria will be considered for processing. Those with termination dates that are before or are the same as this date will automatically be excluded from processing. For example, today's date is 10/15/2020 and an employee with an excess leave type balance has a future termination date of 12/31/2020 entered on the Manage Employee Information screen. If you enter a termination date basis of 10/15/2020, the employee will be included in the processing because the termination date is after the threshold date of 10/15/2020. This field will only be visible and editable if the Include Employees with Termination Dates check box is selected.

Source: Bloomberg Tax

Employee Social Security Tax Deferred from Sept. 1 to Dec. 31

• The relief is in addition to the deferral of the employer portion of Social Security tax with respect to March 27 to Dec. 31.

• Employees generally must have biweekly pay of less than $4,000 to be eligible for the new deferral.

Withholding, deposits, and payments of the employee portion of Social Security tax are to be deferred with respect to the period from Sept. 1 to Dec. 31, 2020, under a presidential memorandum signed Aug. 8 by President Donald Trump.

This relief for employees is separate from, and in addition to, the deferral of deposits and payments of the employer portion of Social Security tax with respect to the period from March 27 to Dec. 31, 2020, which was authorized by the Coronavirus Aid, Relief, and Economic Security (CARES) Act.

The deferral provisions pertaining to the employee portion of Social Security tax are to apply only to compensation paid to employees whose biweekly pretax compensation generally is less than $4,000. The employee portion of Medicare tax is not affected by the memorandum, as the memorandum specifies its applicability to the employee portion of Social Security tax imposed by Internal Revenue Code Section 3101(a) without also identifying applicability to the employee portion of Medicare tax imposed by IRC Section 3101(b).

Although the memorandum indicates that deferrals of the employee portion of Social Security tax are available with regard to compensation paid during the period from Sept. 1 to Dec. 31, the memorandum does not indicate that the employee relief would extend to deposit deadlines from Sept. 1 to Dec. 31 for assessments on compensation paid before that period. By contrast, deferrals of the employer portion of Social Security tax are available both with respect to deposit deadlines that occur within the period from March 27 to Dec. 31, even if those deposit deadlines are for assessments on compensation paid before that period, and deposit deadlines after that period but that are based on compensation paid during that period.

While the CARES Act did not require employers to defer their portion of Social Security tax and instead merely provided them with the option to do so, Sections 1 and 2 of the memorandum appear to have the combined effect of requiring the deferral of the employee portion of Social Security tax for eligible employees. It is likely that Treasury Department guidance issued pursuant to Section 3 of the memorandum will clarify whether deferral of the employee portion of Social Security tax indeed is required.

Although the CARES Act specified that half of the deferred employer portion of Social Security tax would be due Dec. 31, 2021, with the other half due Dec. 31, 2022, the memorandum does not specify when the deferred employee portion of Social Security tax would be due. Instead, Section 3 of the memorandum authorizes the Treasury Department to issue guidance that would clarify when the deferred employee portion would be due.

However, the memorandum identified that there is a possibility that the deferral of the employee portion of Social Security tax with respect to the period from Sept. 1 to Dec. 31 will be transformed into an elimination of the liability to pay that amount. Section 4 of the memorandum specifies in this regard that the Treasury Department “shall explore avenues, including legislation, to eliminate the obligation to pay the taxes deferred pursuant to the implementation of this memorandum.”

As it is uncertain whether the liability to pay the deferred amounts of the employee portion of Social Security is to eventually be eliminated, the deferrals of the employee portion of Social Security tax are for now, like the deferrals of the employer portion of Social Security tax, not to be treated as deferrals of liability.

Therefore, for now, the employee portion of Social Security tax, even with deferrals, that normally would be due with respect to the period from Sept. 1 to Dec. 31 would need to continue to be included in Lines 12 and 16 of Form 941, Employer’s Quarterly Federal Tax Return, and in applicable boxes for Form 941’s Schedule B for semiweekly depositors, with respect to the returns reporting data for the period from Sept. 1 to Dec. 31. Amounts of the employee portion of Social Security tax, regardless of deferral, also would continue to be factored into determinations during the period from Sept. 1 to Dec. 31 of whether an employer must perform a next-day deposit because it accumulated employment tax liability of at least $100,000.

In light of the new line 13b that was added to Form 941, upon the release of its finalized revision June 19, to report deferrals of the employer portion of Social Security tax, it remains to be seen whether Form 941 will be further modified to accommodate reporting of deferrals of the employee portion of Social Security tax.

Attention: For more information, refer to the Memorandum on Deferring Payroll Tax Obligations in Light of the Ongoing COVID-19 Disaster: https://www.whitehouse.gov/presidential-actions/memorandum-deferring-payroll-tax-obligations-light-ongoing-covid-19-disaster/?fbclid=IwAR19mUMFDE3Sr62xogkuwOM9kHtg17Rw3vaancO78WBacuDqlrO445uof3w

Costpoint Solution

Based on the information provided in the memorandum, here are the required steps you will need to take to be compliant with the federal requirement:

Warning: Before computing payroll for your first paycheck in September 2020, you must complete steps 1 and 2 even if you have not yet downloaded Costpoint MR 7.1.9 or MR 8.0.1.

1. Identify the employees that are eligible for deferral from their portion of Social Security taxes by identifying employees that generally have biweekly pay of less than $4,000.

2. Clear the Subject to Social Security check box on the Manage Employee Taxes screen for the identified employees. This will impede the calculation of both the employee’s portion of Social Security taxes and the employer’s portion of Social Security taxes when Compute Payroll is processed. This step MUST be done before the first paycheck with a date that falls within the 9/1/2020 to 12/31/2020 period of deferral.

3. The presidential memorandum states that only the employee’s portion of Social Security taxes will be deferred. Therefore, after you post payroll and before you generate the Quarterly Federal Tax Report for 941 reporting, you will need to download MR 7.1.9 or MR 8.0.1 in order to obtain the updates that will allow you to calculate the employer portion of the Social Security tax and the employee’s Social Security taxable wages.

4. Once MR 7.1.9 or MR 8.0.1 is loaded, query the employees that were identified for deferral from the employee portion of Social Security taxes and select the new Employer Subject to Accrual via Recompute Taxable Wages check box for each of the employees. Selecting this check box indicates that the employer is still liable for their portion of the Social Security taxes while the employee’s Social Security Withholding is in a deferred status from 09/01/2020 through 12/31/2020.

5. In order to update the employer’s Social Security tax liability and the employee’s Social Security taxable wages, you will need to run the Recompute Taxable Wages application. If an employee’s Employer Subject to Accrual via Recompute Taxable Wages check box is selected in Manage Employee Taxes and the check date falls within the 9/1/2020 to 12/31/2020 deferral period, the Recompute Taxable Wages application will perform the following:

• Calculate and populate the Manage Employee Earnings History record with the employer’s Social Security taxable wages.

• Calculate and populate the Manage Employee Earnings History record with the employer’s Social Security tax accrual amount.

• Calculate and populate the Manage Employee Earnings History record with the employee’s Social Security taxable wages.

Manage Employee Taxes (PRMETAX)

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

The screen provides the following new field:

Field

Description

Employer Subject to Social Security Accrual via Recompute Taxable Wages

Use this check box in conjunction with the Social Security check box in the Subject to group box to comply with the presidential memorandum signed 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. If an employee is subject to deferral of their Social Security withholding under the memorandum, but the employer is still responsible for their portion of the Social Security tax, this screen should be set up as follows: 1. Clear the Social Security check box in the Subject To group box. This suspends the computation of both the employee Social Security withholding tax and the employer Social Security tax liability on the Compute Payroll screen. 2. Select the Employer Subject to Accrual via Recompute Taxable Wages check box. This indicates that the employer is still liable for their portion of the Social Security taxes while the employee’s Social Security Withholding is in a deferred status from 09/01/2020 through 12/31/2020. If an employee’s Employer Subject to Accrual via Recompute Taxable Wages check box is selected on Manage Employee Taxes screen and the check date falls within the 9/1/2020 to 12/31/2020 deferral period, Recompute Taxable Wages application will perform the following: Calculate and populate the Manage Employee Earnings History record with the employer’s Social Security taxable wages Calculate and populate the Manage Employee Earnings History record with the employer’s Social Security tax accrual amount. Calculate and populate the Manage Employee Earnings History record with the employee’s Social Security taxable wages. This check box will only be visible if the Social Security check box in the Subject to group box is not selected. Note: This check box will have no effect on calculations done on the Compute Payroll application. Since the employee's Subject to Social Security check box is not selected, Compute Payroll will calculate an Employee Social Security Withholding and Employer Social Security Accrual of 0.00. If the Employer Subject to Accrual via Recompute Taxable Wages check box is selected, the employer Social Security accrual will be calculated after posting payroll when Recompute Taxable Wages is run.

This release applies the following changes to the screen layout:

• The Subject to group box is no longer in the Federal group box.

• The SUTA group box is now displayed above the Withholding State group box

• The AEIC group box and its fields are no longer available.

Manage Employee Earnings History (PRMERF)

The Employee Tax Setup tab provides a new Social Security Deferral group box. This contains fields related to the presidential memorandum signed 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. Withholding, deposits, and payments of the employee portion of Social Security tax are to be deferred with respect to the period from Sept. 1 to Dec. 31, 2020. Due to the temporary nature of this deferral and the fact that the IRS may ultimately require employers to report what the employee’s Social Security taxable wages and withholding would have been had they not been deferred, Costpoint stores these values as information-only.

The contents of this group box will be populated by the Recompute Taxable Wages screen and will only be populated for records that have already been posted to payroll.

If the employee’s Employer Subject to Accrual via Recompute Taxable Wages check box is selected on the Manage Employee Taxes screen, the Recompute Taxable Wages application will recognize the employee as one that is eligible for Social Security withholding deferral under the presidential memorandum signed on 8/8/2020. Under this scenario, the Recompute Taxable Wages application will take the following actions on the Employee Earnings History records that fall within the specified date range:

• The Employee Social Security Withholding Deferred check box will become selected to indicate the record was processed for the Social Security withholding deferral.

• The application will calculate what the Employee Social Security Taxable Wages would have been had withholding not been deferred and store that amount as information-only in the Deferred Employee Social Security Taxable Wages field.

• The application will calculate what the Employee Social Security withholding amount would have been had withholding not been deferred and store that amount as information-only in the Deferred Employee Social Security Withholding field.

Note: The Social Security Deferral group box and its fields will only be visible if the record was processed through Recompute Taxable Wages and the employee’s, but not the employer’s, portion of the Social Security tax liability was deferred. The following is the setup for this scenario:

• The employee’s Employer Subject to Accrual via Recompute Taxable Wages check box is selected on the Manage Employee Taxes screen.

• The Employee Earnings History record was processed by the Recompute Taxable Wages screen where the Recompute - Social Security Taxable and Accrual check box and Apply Employee’s Current Taxability - Social Security check box were both selected.

The Social Security Deferral group box contains the following fields:

Field	Description
Employee Social Security Withholding Deferred	This check box indicates whether or not the employee’s Social Security withholding was deferred under the presidential memorandum signed on 8/8/2020.
Deferred Employee Social Security Withholding	This field displays what the employee’s portion of the Social Security tax liability would have been if it had not been deferred under the presidential memorandum signed on 8/8/2020.
Deferred Employee Social Security Taxable Wages	This field displays what the employee’s Social Security taxable wages would have been if it had not been deferred under the presidential memorandum signed on 8/8/2020.

 

Recompute Taxable Wages (PRPRCOMP)

The screen now has the ability to compute the Employer Social Security Accrual, but not the Employee Social Security Withholding, for employees that have the Employer Subject to Accrual via Recompute Taxable Wages check box selected on the Manage Employee Taxes screen.

 

Print Data Dictionary Report (SYRDD)

The report now provides information for the following fields that were added for this enhancement:

Table	Field
EMPL_TAX	Employer Subject to Accrual via Recompute Taxable Wages (ER_SS_ACCRUAL_FL)
EMPL_TAX_ADT	Employer Subject to Accrual via Recompute Taxable Wages (ER_SS_ACCRUAL_FL)

 

 

Defect 1320640: You encountered a system error when you selected an existing Batch ID, entered an asset that was already on the Asset/Item Number Non-Contiguous subtask , and clicked Save Batch.

Defect 1320641: You encountered a system error when you selected an existing Batch ID, entered an asset that was already on the Non-Contiguous Asset List subtask, and clicked Save Batch.

Defect 1334508: The old balance amount was incorrectly computed when you created a revaluation entry for an organization with the following conditions:

• The organization has multiple levels.

• The balance sheet level is in level 2 of the organization structure, and it has a posted transaction with a currency that is different from your functional currency.

• The lowest level organization has a non-project beginning balance for an account.

• There are posted multicurrency journal entries to the account used in the balance sheet level organization.

• The Create Revaluation as Net check box on the Configure General Ledger Settings is selected for the company to which the organization belongs.

• The organization has period balances for the fiscal year and period that you entered when you created the revaluation entry.

Defect 1323016: When you deleted the Tax Rate value in the Manage Sales or Value Added Taxes (SYMSTAX) application, and then saved your changes, you received a critical system error. As a workaround, you can set the tax rate to 0.00%. This issue affected Oracle and MSS users.

Defect 1323937: When you deleted a contract record with an existing supplier/vendor rating data, the Average Rating value for the associated supplier/vendor was not updated on the Manage Contract Management Vendor Info screen. As a workaround, delete the existing line on the Supplier/Vendor Rating tab of Manage Contracts before deleting the contract record.

Defect 1327618: On the Contract/Project Modifications subtask, an error occurred when you clicked New after creating a modification record with a blank description. As a workaround, do not leave the Modification Description field blank.

Defect 1322794: For existing records, Costpoint did not prepopulate the User-Defined Info subtask with information from the Manage Subcontract User-Defined Labels screen. As a workaround, you can use Query on the subtask to find and add user-defined information. Note that for new subcontract records, you need to click the Autoload button to load user-defined information on the subtask.

Defect 1331059: On the Modifications tab, a system error occurred when you tried to save an existing Subcontract Mod ID without a project record. This defect affects you if you use an MSS database to access Costpoint.

Defect 1338518: When you deleted a subcontract record with an existing supplier/vendor rating data, the Average Rating value for the associated supplier/vendor was not updated on the Manage Contract Management Vendor Info screen. As a workaround, delete the existing line on the Supplier/Vendor Rating tab of Manage Subcontracts before deleting the subcontract record.

Defect 1317618: Costpoint allowed you to enter an invalid employee ID in the Business Unit Lead field on the General tab and in the Notify field on the RFP Info tab. This defect affects you if you use an Oracle or MSS database to access Costpoint.

Defect 1339025: Costpoint did not update the Type field value on the Business Affiliations subtask of Manage Leads and Contacts once the prospective customer has been approved.

Defect 1338894: Costpoint did not update the Type field value on the Business Affiliations subtask of Manage Leads and Contacts once the prospective vendor has been approved.

Defect 1322941: The following issues occurred on this screen:

• Main screen's Query dialog box: On the Query tab, the Average Rating field accepted values with more than five digits.

• Supplier/Vendor Rating tab's Query dialog box: On the Query tab, the Percent field accepted values with more than three digits.

Defect 1336745: The Extensibility result set metadata did not generate for the Word Add-In.

Defect 1329545: A system error occurred when you clicked Last to display the last record on a subtask.

Defect 1327644: In the Manage Work Assignments (SMMWRK) application, when you received an error message for an incomplete required field, and then clicked the link for the error message, you received a critical system error instead of the being redirected to the required field.

Defect 1338058: The parallelSqlLimit parameter was ignored when a job was submitted to a parallel Oracle queue. This issue affected you if you ran processes with a custom parallel setting. As a workaround, you can run processes with the default Oracle parallel setting.

Defect 1332904: When you set the part lot tracking in a multicompany setting, the serial/lot table was not maintained and saved when inventory exists for the two companies.

Defect 1329216: You encountered a system error when you created a requisition for more than 20 manufacturing orders (MO).

Defect 1334383: In the web integration console (WIC), you were unable to do partial relief for a lot/serial tracked part when you used the same XML that you used on the first partial relief.

Defect 1336843: You were unable to process the purchase order (PO) when you tried to receive and accept a PO using Auto-Receive and Auto-Accept.

Defect 1336292: When you deleted an Issue to Sales Order with transaction type S, Costpoint randomly created a reconciling item in the reconcile utility, which in return impacted demand.

Defect 1334385: When you posted an invoice, you encountered an error which caused the application to insert a row in the AR_SALES_TAX table for invoice lines with SALES_TAX_CD that was not null.

Defect 1326752: The application has been changed so that when the purchase order (PO) link from the email sent to the payer is clicked, the link now opens to the new Approve PO Invoices (POMAINVC) screen.
This change was made so that the Prime/Payer who has no license/access to Subcontract Management can still approve the invoice.

Defect 1319556: The end date of option offered was set to the termination date, which affected the Minimum Essential Coverage from being populated correctly.

Defect 1341506: When two users simultaneously clicked the Print button, a system error displayed. The application should display an error message instead.

Defect 1331343: If you were not using Costpoint job templates and the employee’s Detail Job Title was flagged as a Corporate Officer on the Costpoint Manage Detail Job Titles screen, the employee’s SSN was set to 999999999. This issue occurred when you imported users from Deltek Talent Management into Costpoint.

Defect 1310510: The application did not display the error message, "The dependent is over the student maximum age for this benefit plan," for overaged dependents when you used the following setup:

Screen	Setup
Configure Benefit Settings	You selected the Error option as the Error Validation Method.
Manage Benefit Plans	On the Eligibility Rules tab, you entered the same value in the Dependent Maximum Age and Student Maximum Age fields.

Defect 1323130: If the employee enters spouse information during the open enrollment process and the employee is eligible for Spouse Life/Spouse AD&D benefit options, Costpoint should add those options to the HB_EMPL_OPENENROLL table. This is necessary so that any EOI substitution processing will work correctly when you run the Activate Pending Benefit Elections process.

Defect 1296447: When an employee changed information on the screen and then deleted the change, the application deleted current direct deposit selections.

Defect 1205966: Imported D and N correcting timesheets had a difference of 0.01 to 0.02 in labor cost values.

Defect 1332975: When you imported timesheets for a second time with auto-adjust options selected, Costpoint adjusted the amounts but did not select the Auto-Adjusted check box in the Timesheet Status group box on the Manage Timesheets screen.

Defect 1326470: When you imported or manually entered a timesheet and then posted it to the general ledger, Costpoint set the transaction amount to zero. This issue occurred when you selected the Post Labor Distribution to GL as Summary Entry check box on the Configure General Ledger Settings screen and when the functional amount was not zero.

Defect 1327219: The application rounded the union fringe incorrectly when the union setup had an amount with more than two decimal places.

Defect 1335603: The application did not calculate local tax correctly when there was a reduction in the rate mid-year.

 

If checks were processed at a higher tax rate, after the tax rate was lowered, the taxable amount was being set to zero for some employees. You should recalculate the taxable amounts on the Manage Employee Earnings History screen before you run the next payroll.

Defect 1339475: The application did not assign a check number to an employee with zero net pay. The application did not print the check even if you selected Print Checks with Zero Net Pay.

Defect 1339474: The application did not assign an advice number to an employee with zero net pay. The application did not print the advice even if you selected Print Advices with Zero Net Pay.

Defect 1345248: Non-Labor amount was not displayed when the Labor Suppress option in Manage Users was selected.

Defect 1332866: When you created an EAC, the amounts in the Service Center (SC) link of a completed EAC was quadrupled for the future periods. 

Defect 1344801: The system was not correctly calculating the burden for Burden Ceilings.

Defect 1336933: When you ran the Revenue Breakdown application, the Over Ceiling Costs (ODC) were not calculating correctly.

Defect 1342420: When you printed the Transaction Analysis, the labor amount was not displayed when the Labor Not Suppressed option was selected.

Defect 1327680: Costpoint did not clear the work tables used by this application after posting.

Defect 1337535: Unused stored procedure CP_PJPALCST_UDPROJ has been removed from the system.

Defect 1326755: When a supplier generated and approved an invoice in Manage Invoices (submitting it for payer approval), the email sent to the payer was linked to Approve Subcontractor Invoices regardless of the purchase order (PO) type. This is an issue for POs where the prime is not licensed for Subcontractor Management.

 

To address this, a new application, Approve PO Invoices (POMAINVC), has been made available in the Accounting domain. Users with or without a Subcontractor Management license can access this screen, but the application is visible only if the Supplier Portal license exists. Now, Supplier Portal email notifications sent to the payer for approval are linked to this new application regardless of the PO type or Subcontractor Management license.

 

Despite this change, users licensed for Subcontractor Management will still be able to approve subcontractor management or standard PO invoices through the Approve Subcontractor Invoices screen.

Defect 1329167: On the Charges subtask, no value defaulted in the Rate field for a 3-way match type when the charge line was entered manually. As a workaround, you can either manually enter a Rate value or click the Auto Load Charge Lines button.

Defect 1337072: The AP Over 30 Days and AP Current dashparts displayed discount taken for paid vouchers as outstanding items, which resulted to data not matching the information on the Open A/P Report.

Defect 1340826: All group cache lookup users could potentially view charge trees/branches that were set as restricted but had no groups assigned.

Defect 1324091: Project managers received the email, "Expenses are pending approval by a supervisor," twice.

Defect 1336372: 'Expense Report Pending Record of Attachment' notification emails were generated even if no Notify check boxes were selected on the Record Task.

Defect 1337205: Expense reports for past single-day expenses were incorrectly setting the start and end dates to the current day, making it impossible to claim captured expenses.

Defect 1344923: Users submitting expense reports received the following error message: "The number of connections requested by this application exceeded the maximum allowed number of 20."

Defect 1337206: When users who, in the process of exporting to Costpoint, selected Print Preview, they received an error message: "Selection criteria has changed. Please select Execute to reload results." This occurred even though they had made no changes to the selection criteria.

Defect 1342770: When Timesheet Export settings were set to Generic, the date timestamp was subject to inaccuracy.

Defect 1329985: The Request to Correct button was unavailable when the timesheet period was closed, even though the Modify Processed check box was selected.

Defect 1337767: UDTs that were set up in employee history and defaulted to timesheet lines were saved to Favorites.