2023 Social Security Wage Base

The maximum amount of earnings subject to the Social Security tax increases from $147,000 to $160,200 in 2022. This Costpoint release adds a 2023 record to the Manage Federal Taxes screen to support the updated Social Security Wage Limit.

Attention: For more information, refer to https://www.ssa.gov/news/press/factsheets/colafacts2023.pdf.

Note: The 2023 Social Security Wage Base update will be included in the Deltek Costpoint Tax Table Updates for 2023 document to be released in December 2022. This update requires patch dbc_800_11007.

Federal Poverty Level

The 2022 federal poverty guideline for the 48 contiguous states and the District of Columbia is $13,590. This Costpoint release updates the Federal Poverty Level for Payroll Year 2022 on the Manage Federal Taxes screen.

Attention: For more information, refer to https://aspe.hhs.gov/topics/poverty-economic-mobility/poverty-guidelines.

Note: This update requires patch dbc_800_11006.

2023 SUTA Wage Base Updates

This Costpoint release adds tax table records effective January 1, 2023 on the Manage State Taxes screen for states where the unemployment-taxable wage base has been updated for tax year 2023.

 

Arizona

The unemployment-taxable wage base increases from $7,000 to $8,000.

 

Iowa

The unemployment-taxable wage base increases from $34,800 to $36,100.

 

Missouri

The unemployment-taxable wage base decreases to from $11,000 to $10,500.

 

Nevada

The unemployment-taxable wage base increases from $36,600 to $40,100.

 

Vermont

The unemployment-taxable wage base decreases from $15,500 to $13,500.

 

Washington

The unemployment-taxable wage base increases from $62,500 to $67,600.

Note: The 2023 SUTA Wage Base updates will be included in the Deltek Costpoint Tax Table Updates for 2023 document to be released in December 2022. These updates require patch dbc_800_10998.

District of Columbia 2022 Tax Table Updates

The District of Columbia announced that new personal income tax rates effective January 1, 2022 should be used for withholding despite no formal update to the district’s withholding methods.

The personal income tax rate table was amended in the Income Tax Fairness Amendment Act of 2021, which was part of the city’s fiscal 2022 budget. The amendment increased tax rates for those earning more than $250,000 per year, up to a highest rate of 10.75%, instead of 8.95%.

To support the state requirements, this Costpoint release adds tax table records effective January 1, 2022 on the following screens:

• Manage State Standard Deductions

• Manage State Taxes

• Manage State Tax Withholding Adjustments

• Manage State Tax Tables

Attention: For more information, refer to:

• D.C. Law 24-45. Fiscal Year 2022 Budget Support Act of 2021: https://code.dccouncil.gov/us/dc/council/laws/24-45

• https://otr.cfo.dc.gov/release/district-columbia-tax-changes-take-effect-october-1-real-property-individual-income-and

Note: This update requires patch dbc_800_11006.

Kentucky 2023 Tax Table Updates

The 2023 state standard deduction is $2,980 and the 2023 state tax rate is 4.5 percent of taxable income. To support the state requirements, this Costpoint release adds tax table records effective January 1, 2023 on the following screens:

• Manage State Standard Deductions

• Manage State Taxes

• Manage State Tax Withholding Adjustments

• Manage State Tax Tables

Attention: For more information, refer to the 2023 Kentucky Withholding Tax Formula.

Note: The Kentucky 2023 tax table update will be included in the Deltek Costpoint Tax Table Updates for 2023 document to be released in December 2022. This update requires patch dbc_800_10998.

Washington Q3 2022 SUTA Electronic Filing

The ICESA Washington Bulk Format Specification indicated several updates beginning Q3 2022 filing, which includes changes in the data needed for amendment filing. Starting fourth quarter 2022, all employers are required to report SOC codes.

Multiple Costpoint applications were updated to comply with the following changes to ICESA Washington Reporting:

• In multiple records, the ESD Numbers are now 12 digits long.

• In the employee record:

• Columns 46-63 are now blank.

• Columns 106-107 are used for indicating the reason for an employee having wages but zero hours.

• Columns 108-113 are used for providing the six-digit SOC code corresponding to the employee’s occupation.

• Columns 136-137 are used for indicating the reason for amending the employee wage record.

• Columns 171-209 are used for reporting out-of-state wages.

• For exempt corporate officers, the S record position 210 will now be blank (since corporate exempt officers will not be reported in the S record).

• In the total record, columns 201-216 are used for the adjustment credit indicator and amount for amendment filing only.

• In the final record, columns 159-178 are used for the adjustment credit indicator and amount for amendment filing only.

Attention: For more information, refer to:

• ICESA Filing: https://esd.wa.gov/employer-taxes/EAMS-bulk-filing

• ICESA Q3 2022 Specifications: https://media.esd.wa.gov/esdwa/Default/ESDWAGOV/employer-Taxes/EAMS_Bulk_Filing_Spec_September_2022.pdf

• SOC Codes: https://esd.wa.gov/employer-taxes/about-soc

Note: This enhancement requires patch dbc_800_10992.

 

Manage Employee Taxes (PRMETAX)

The Manage Employee Taxes screen features the following updates:

• The Occupational/SOC Code field now applies to WA (Washington). The field label now reflects the state.

• The list of SOC Codes in the Occupational/SOC Code lookup was updated.

• A warning message displays if the SUTA State is WA and there is no SOC Code assigned to the employee.

Note: These updates also apply to the Taxes tab of the Manage Employee Information screen.

 

Manage SUTA Tax File Data (PRMSMM)

The screen now enables the Pay Types Excluded in Hours Worked subtask if you entered WA in the SUTA State field.

 

Manage SUTA Quarterly Reporting Data (PRMQRD)

The Manage SUTA Quarterly Reporting Data screen provides the following new/updated fields:

Field	Description
Incorrect SSN Reported	Enter the employee’s incorrect SSN reported for the payroll year and quarter.
Zero-hour Reason Code (WA)	From the drop-down list, select the reason for when a wage is reported but the employee has zero hours. Valid options are: Sick leave payout Severance/ Separation Pay/ Settlement Tips/Gratuities Commercial Fishing Back Pay Royalties/ Residuals Bonus Cafeteria Plan/401K Plan Commission Multiple of the reasons listed None
Exempt Corporate Officer Earnings Amount (WA)	If the employee is an Exempt Corporate Officer, enter the QTD wages earned for the Payroll Year/Quarter. This amount is reported in Washington’s SUTA file. This field was previously labeled WA Exempt Officer Earnings/Exercised Stock Options. The amount of dollars represented by any exercised stock options is no longer indicated in the updated ICESA file layout.

The reason for amending employee wage record codes is now inserted in the Adjustment Reason Code for Washington.

 

Create Quarterly SUTA Tax File (PRPSMM)

The ICESA file layout was updated to comply with the changes to ICESA Washington Bulk Format Specification for Q3 2022 reporting, which include the following:

• ESD Number is now 12 digits in records E and S.

• Reasons for amending employee wage records and for employees with zero hours were added.

• Employee's SOC code is now reported in record S.

The hours associated with pay types that were listed to be excluded from employee hours worked on the Manage SUTA Tax File Data screen will not be included in the employee's total hours for the quarter.

An error message will display for the following conditions:

• If there is at least one employee in the file with no SOC Code assigned on the Manage Employee Taxes screen.

• If there is at least one employee in the file with zero hours and a non-zero wage but with no Zero-hour Reason Code specified in Manage SUTA Quarterly Reporting Data for the Payroll Year/Quarter.

The Create Quarterly SUTA Tax File screen provides the following new/updates fields:

Field	Description
Original Total Amount	If the amount remitted for this quarterly report was amended, enter the original total amount due. This field is enabled if State is WA (Washington).
Report Penalty / Underpayment / Prior Balance	Enter the total previous underpayment amounts (including previously due penalty and interest) that are included on the magnetic media file. This field is enabled if State is WA (Washington). The previous label of this existing field was Report Penalty / Underpayment.
Overpayment / Prior Credit	Enter the previous overpayment being applied to the balance due that is included in the magnetic media file. This field is enabled if State is WA (Washington). The previous label of this existing field was Overpayment.

 

Print Data Dictionary Report (SYRDD)

The Print Data Dictionary Report was updated to reflect the following:

• The following columns were added to the SUTA Quarterly Reporting Data (SUTA_QTR_RPT_DATA) table:

• Zero-hour Reason Code (ZERO_HR_RSN_CD)

• Incorrect Social Security Number Reported (INCORRECT_SSN_ID)

• The description of the database table and columns that store the SOC Codes was updated to refer not only to Alaska Occupational Codes, but also to the Standard Occupational Classification (SOC) Codes.

 

Database Changes

This release applies the following changes to the database in Costpoint:

• The SOC Codes in Alaska Occupational Codes or SOC Codes (S_AK_OCC_CD) table was updated with the following:

• The description of SOC Codes 53-3099.51 and 53-3099.52 was corrected.

• The SOC Codes for Military Specific Occupations was added.

• The following columns were added to the SUTA Quarterly Reporting Data (SUTA_QTR_RPT_DATA) table:

• Zero-hour Reason Code (ZERO_HR_RSN_CD)

• Incorrect Social Security Number Reported (INCORRECT_SSN_ID)

• The Reason for Amending Employee Wage Record codes shall be inserted into the S_SUTA_ADJ_RSN_CD table.

The 8.0.28 MR installer has been updated to include the latest quarterly patch release for WebLogic 12.2.1.4.

• October 2022 SPB - p34689215_122140_Generic.zip

Also, the Java Development Kit (JDK) has been upgraded to version 1.8.0_351 and is installed with the Costpoint 8.0.28 MR installer.

Prior to this release, you were able to print Form 1094-C and 1095-C on pre-printed forms from recommended vendors only. In this release, Costpoint adds the ability to print both Form 1094-C and 1095-C in PDF template files. You could use the PDF files to print forms on plain paper. This feature will prevent alignment problems that occur when you use pre-printed forms.

This new feature adds to the existing functionality of printing ACA forms using vendor-provided forms. The current functionality of printing 1094-C and 1095-C data on vendor-provided forms shall be retained in the meantime.

You will be able to print/process Form 1094-Cs and 1095-Cs for the current form and previous three calendar years. Costpoint provides a notification if the IRS PDF file template for the calendar year is not yet available.

 

Print 1094-Cs (HBR1094C)

The Print 1094-Cs screen adds the Print 1094-C Forms with Data option to the Process menu. When you run this process, the application will save Form 1094-C(s) as PDF file(s) in the specified location.

To support this new functionality, the Print 1094-Cs screen also provides the following new fields:

Field	Description
PDF File Options	Select how 1094-Cs will be saved as PDF files. Options are: One PDF File for all Taxable Entities: Select this option if you want to have a single PDF file for one or more 1094-C forms. For example, if the selected taxable entities for calendar year 2021 are T001 and T002, and the date-time is 06/13/2022 4:23 PM, then the application will create one PDF with the file name “1094C_2021_20220613T162300.pdf“. One PDF File per Taxable Entity: Select this option if you want to have a separate PDF file for each 1094-C form. For example, if the selected taxable entities for calendar year 2021 are T001 and T002, and the date-time is 06/13/2022 4:23 PM, then the application will create two PDF files with the file names “T001_1094C_2021_20220613T162300.pdf” and “T002_1094C_2021 _20220613T162300.pdf”.
File Location	Enter the location where Form 1094-Cs will be saved. If you run the Print 1094-C Forms with Data process, the application will save Form 1094-Cs as PDF files in the specified file location. If you selected the One PDF File for all Taxable Entities option, the application will include the selected 1094-Cs in a single PDF file. The format of the file name will be 1094C_<Calendar Year>_<Timestamp>.pdf. If you select the One PDF File per Taxable Entity option, each 1094-C will have a separate PDF file. The format of the file names will be <Taxable Entity ID>_1094C_<Calendar Year>_<Timestamp>.pdf.

The layout of the screen and existing fields were updated to accommodate the new fields.

 

Print 1095-Cs (HBR1095C)

The Print 1095-Cs screen adds the Print 1095-C Forms with Data option to the Process menu. When you run this process, the application will save Form 1095-C(s) as PDF file(s) in the specified location.

Note: You can only generate/print Form 1095-Cs with user data (PDF files) in a landscape orientation.

To support this new functionality, the Print 1095-Cs screen also provides the following new fields:

Field	Description
PDF File Options	Select how 1095-Cs will be saved as PDF files. Options are: One PDF File for all Employees: Select this option if you want to have a single PDF file for one or more 1095-C forms. For example, if the selected employees for calendar year 2021 are EMP1 and EMP2, and the date-time is 06/13/2022 4:23 PM, then the application will create one PDF file with the file name “1095C_2021_20220613T162300.pdf“. One PDF File per Employee: Select this option if you want to have a separate PDF file for each 1095-C form. For example, if the selected employees for calendar year 2021 are Jane Williams and John Smith, and the date-time is 06/13/2022 4:23 PM, then the application will create two PDF files with the file names “EMP1_1095C_2021_20220613T162300.pdf” and “EMP2_1095C_2021_20220613T162300.pdf”.
File Location	Enter the location where Form 1095-Cs will be saved. If you run the Print 1095-C Forms with Data process, the application will save the Form 1095-Cs as PDF files in the specified file location. If you selected the One PDF File for all Employees option, the application will include all selected 1095-Cs in a single PDF file. The format of the file name will be 1095C_<Calendar Year>_<Timestamp>.pdf. If you selected the One PDF File per Employee option, each 1095-C will have a separate PDF file. The format of the file names will be <Employee ID>_1095C_<Calendar Year>_<Timestamp>.pdf.

Based on Pennsylvania Act 18 of 2018, when reporting a Pennsylvania Local Tax, the W-2/W-2C Box 20 should be populated with the employee’s six-digit Worksite PSD Code concatenated with a dash (-) and then the first two digits of the local tax’s District PSD Code from the Manage Local Taxes screen. This Costpoint release will apply changes to multiple applications to report the correct Pennsylvania local tax value and format. The updates will also allow you to edit the Box 20 values in W-2s and W-2cs.

Prior to this release, Costpoint populates the W-2 Box 20 Locality Name with the PSD Code that is assigned to the local tax on the Manage Local Taxes screen. This may not be the same PSD code as the employee’s Worksite PSD Code. The application also did not concatenate the 2-digit district code. Since the value of Box 20 was not stored in W-2 or W-2c, you were not able to edit it.

 

Create W-2 Table (PRPCW2)

The Create W-2 Table application can now perform the following:

• Report all applicable worksite PSD codes on the W-2/W-2c.

• Store the Locality Name (Box 20) value in the following columns:

• LOCAL_NAME in the Local W-2 Information (LOCAL_W2_FILE) table

• PREV_LOCAL_NAME in the Local W-2c Information (LOCAL_W2C_FILE) table

• LOCAL_NAME in the Local W-2c Information (LOCAL_W2C_FILE) table

• Populate Box 20 with the Worksite PSD Code and first two digits of the Jurisdiction Code (SCHOOL_CD column on the LOCALITY table)

 

Manage W-2s (PRMW2)

The Manage W-2s application features the following updates:

• The following columns were added to the LOCAL_W2_FILE database table:

• Secondary Locality Code (SUB_LOCAL_CD): This hidden field functions as a secondary local code. It was added to the existing composite primary key. If the local code is linked to Pennsylvania and it is not for Philadelphia, this field stores the worksite PSD code.

• Locality Name (Box 20) (LOCAL_NAME): This field stores the locality name, which was not editable previously.

• You are able to edit the Locality Name (Box 20) value.

• The application populates Box 20 with the Worksite PSD Code and first two digits of the Jurisdiction Code (SCHOOL_CD column in the LOCALITY table).

• Populate the secondary local code (SUB_LOCAL_CD) in the Local Withholding (LOCAL_W2_FILE) table based on the following conditions:

• If the Costpoint local tax code (LOCAL_CD) in the Local Withholding (LOCAL_W2_FILE) table is not linked to Pennsylvania, the value of the secondary local code will be the same as the Costpoint local tax code.

• If the Costpoint local tax code (LOCAL_CD) in the Local Withholding (LOCAL_W2_FILE) table is linked to Pennsylvania and it is not for Philadelphia (PA_LOCAL_CD column is N in the LOCALITY table), the secondary local code shall be the employee’s Worksite PSD Code.

• If the Costpoint Local Tax code (LOCAL_CD) in the Local Withholding (LOCAL_W2_FILE) table is linked to Pennsylvania and it is for Philadelphia (PA_LOCAL_CD is Y in the LOCALITY table), the secondary local code shall be PHILLY.

 

Manage W-2Cs (PRMW2C)

The Manage W-2Cs application features the following updates:

• The following fields were added to the Local W-2c Information (LOCAL_W2C_FILE) database table:

• Secondary Locality Code (SUB_LOCAL_CD): This hidden field functions as a secondary local code. It was added to the existing composite primary key. If the local code is linked to Pennsylvania and it is not for Philadelphia, this field stores the worksite PSD code.

• Previous Locality Name (Box 20) (PREV_LOCAL_NAME): This field will now store the previously reported locality name, which was not editable previously.

• Locality Name (Box 20) (LOCAL_NAME): This field stores the correct locality name, which was not editable previously.

• You are able to edit following fields:

• Previously reported 20 Locality name

• Correct information 20 Locality name

• The application populates Box 20 with the Worksite PSD Code and first two digits of the Jurisdiction Code (SCHOOL_CD column on the LOCALITY table).

• The application populates the secondary local code (SUB_LOCAL_CD) in the Local W2C Information (LOCAL_W2C_FILE) table based on the following conditions:

• If the Costpoint local tax code (LOCAL_CD) in the Local Withholding (LOCAL_W2C_FILE) table is not linked to Pennsylvania, the value of secondary local code will be the same as the Costpoint local tax code.

• If the Costpoint local tax code (LOCAL_CD) in the Local Withholding (LOCAL_W2C_FILE) table is linked to Pennsylvania and it is not for Philadelphia (PA_LOCAL_CD is N in the LOCALITY table), the secondary local code shall be the employee’s Worksite PSD Code.

• If the Costpoint local tax code (LOCAL_CD) in the Local Withholding (LOCAL_W2C_FILE) table is linked to Pennsylvania and it is for Philadelphia (PA_LOCAL_CD is Y in the LOCALITY table), the secondary local code shall be PHILLY.

 

Print W-2s (PRRW2)

The Print W-2s application features the following updates:

• The value of Box 20 now comes from the LOCAL_NAME column in the LOCAL_W2_FILE table for the W-2 report.

• The value of previously reported Box 20 now comes from the PREV_LOCAL_NAME column in the LOCAL_W2C_FILE table for the W-2c report.

• The value of correct Box 20 information now comes from the LOCAL_NAME column in the LOCAL_W2C_FILE table for the W-2c report.

 

Print W-2 Summary Report (PRRW2R)

The application now gets the value of Box 20 from LOCAL_W2_FILE or LOCAL_W2C_FILE table. The following are the details:

• The value of Box 20 now comes from the LOCAL_NAME column on the LOCAL_W2_FILE table for the W-2 summary report.

• The value of previously reported Box 20 now comes from the PREV_LOCAL_NAME column on the LOCAL_W2C_FILE table for the W-2c report summary report.

• The value of correct Box 20 information now comes from the LOCAL_NAME on the LOCAL_W2C_FILE table for the W-2c report summary report.

 

Export Payroll Taxes (PRPEXTAX)

The Export Payroll Taxes application features the following updates:

• New fields were added for locality name (Box 20).

• Field 44 (Local Pennsylvania PSD Code) is now populated with worksite PSD code if the State is PA. Otherwise, this field will be set to a NULL value. Previously, this was populated with the district PSD Code.

• Field 45 (Employee Resident PSD Code) is now populated with resident PSD code if the State is PA. Otherwise, this field will be set to a NULL value. Previously, this was populated with resident PSD Code regardless if the State is PA or not. This is also a NULL value in the W-2c record.

• Field 84 (Previously Reported Tax Code) is not being used to report the value of W-2c Box 20. To reflect this, "(W-2c Box 20)" was removed from the field name.

• For the W-2c file, the amounts in the following fields are now grouped by the SUB_LOCAL_CD column on the LOCAL_W2C_FILE table:

• Field 28 (W-2 Box 18)

• Field 35 (W-2 Box 19)

• Field 79 (Previously Reported W-2c Box 18)

• Field 80 (Previously Reported W-2c Box 19)

 

Print Data Dictionary Report (SYRDD)

The Print Data Dictionary Report now provides updated information for the following tables:

• LOCAL_W2_FILE

• LOCAL_W2C_FILE

 

W-2s (ESMELECW2)

The Box 20 locality name now comes from the LOCAL_NAME column on LOCAL_W2_FILE table for both the screen and report.

Defect 1811868: You encountered the following error when you tried to save an edited MRP Action Message: "Error ORA-02089: COMMIT is not allowed in a subordinate session in Manage MRP Action Message."

Defect 1819057: Due to certain changes in WebLogic and the recent security bundle, Log4j has been migrated from version 1 to version 2.

Defect 1755003: When you reversed a vendor return and opened the Serial/Lot subtask, the serial/lot IDs loaded were incorrect.

Defect 1753563: Salary caps were applied to timesheet corrections for employees who did not meet the salary cap criteria.

Defect 1744732: The employee name was blank in the Create W-2 Table Error Report when employees who had the same first name and last name were included in the report.

Defect 1744728: According to the file layout for the Export Payroll Taxes screen, column 40 on the ET LCER (enclosed) should be the local tax type from the Contribution setup. However, in the Export Payroll Taxes file, column 40 was populated with ORWER, which generated an error according to Ceridian. This defect affects you if you use Ceridian for payroll.

Defect 1755822: You encountered a pay type validation error when an employee had a salary record with a date that fell after the pay period end date and before the check date.

Defect 1760188: You encountered issues during refresh because VEND_PLC was pulling vendor rate schedules for all projects.

Defect 1765651: INNER JOIN to COMP_BURD_RATE was causing data omissions.

Defect 1633615: Holiday pay was calculated below the minimum configuration settings.

Defect 1699024: The Fiscal Year periods were out of order.

Defect 1763177: There was an error in a Planning Year-End routine.

Defect 1813277: PLC validations were applied even to employees who were not associated with certain projects.

Defect 1814270: There was an error generating a Project Status Report when the end date was beyond POP.

Defect 1764026: When you deleted a meal or lodging expense, temporary records were not cleared and were set to 0. This resulted in a system error when you added back the expense.

Defect 1714016: Workflow sent the email for the leave request approval only to the Primary Supervisor role, even though more than one role was listed in the workflow event.