2021 Federal Poverty Level and Medicare Wage Limit

Costpoint adds the following updates to the Manage Federal Taxes screen for the 2021 payroll year:

• The Federal Poverty Level is $12,880.00.

• The Medicare Wage Limit is now 999,999,999.99 to accommodate employees with over $10 million in wages.

Note: This enhancement requires patch dbc_800_10510.

2021 Form 941 Updates

To support the 2021 Form 941 updates, this release applies the following updates to the Federal 941 Data and Tax Credit Report generated on the Print Quarterly Federal Payroll Tax Report screen:

Report Section	Report Items	Update
Federal 941 Data	Line 11b	Blank if payroll year is earlier than 2020.
	Line 11c	Blank if payroll year is earlier than 2020.
	Line 13c	Blank if payroll year is earlier than 2020.
	Line 13d	Blank if payroll year is earlier than 2020.
Credit for Sick and Family Leave Wages	(All items)	All values in this section should be blank if payroll year is earlier than 2020.
Employee Retention Credit	(All items)	All values in this section should be blank if payroll year is earlier than 2020; or if the Eligible for Employee Retention Credit check box is clear.
Employee Retention Credit	3a	The calculation of qualified wages was updated for payroll year 2021.The report retains the existing calculation for payroll year 2020. The qualified wages for the employee retention credit, including qualified health plan expenses, are limited to a maximum of $10,000 for each employee for the quarter. (Source: Instructions for Form 941 Rev. 3-2021)
	3d	The rate was updated to 70% in the calculation for payroll year 2021. The report retains the rate of 50% for payroll year 2020. The tax credit is equal to 70% of qualified wages paid to employees after December 31, 2020. (Source: Instructions for Form 941 Rev. 3-2021)
	Labels	The label shall be updated to "Retention credit (3c x Rate*):" from "Retention credit (3c x 50%):". An italicized text "*Rate is 70% for 2021, while 50% for 2020." was added below Line 3i.

Attention: For more information, refer to the following:

• Form: http://www.irs.gov/pub/irs-pdf/f941.pdf

• Instructions: http://www.irs.gov/pub/irs-pdf/i941.pdf

New Form 1095-C Codes to Report an Offer of an Individual Coverage HRA

The IRS provided additional codes that are available for reporting an Offer of an Individual Coverage Health Reimbursement Arrangement (HRA) on the Form 1095-C.

An Applicable Large Employer that offers an individual coverage Health Reimbursement Arrangement (HRA) can use two previously reserved codes from Code Series 1 on Form 1095-C, line 14, for reporting offers of coverage for 2020 as follows:

• 1T: Individual coverage HRA offered to employee and spouse (no dependents) with affordability determined using employee's primary residence location ZIP code.

• 1U: Individual coverage HRA offered to employee and spouse (no dependents) using employee's primary employment site ZIP code affordability safe harbor.

Attention: For more information, refer to: https://www.irs.gov/forms-pubs/additional-codes-are-available-for-reporting-an-offer-of-an-individual-coverage-health-reimbursement-arrangement-hra.

Manage 1095-C Data (HBM1095C)

You can now select from the lookup of line 14 Offer of Coverage fields the following new codes:

• 1T: Individual coverage HRA offered to employee and spouse (no dependents) with affordability determined using employee's primary residence location ZIP code.

• 1U: Individual coverage HRA offered to employee and spouse (no dependents) using employee's primary employment site ZIP code affordability safe harbor.

The following reserved codes were also added to the lookup of Line 14 Offer of Coverage:

• 1V: Reserved for future use.

• 1W: Reserved for future use.

• 1X: Reserved for future use.

• 1Y: Reserved for future use.

Note: This enhancement requires patch dbc_800_10528.

Alaska 2021 Geographic Codes

The Alaska map with two-digit geographic codes was updated to subdivide Valdez-Cordova Census Area (code 75) into Chugach (code 74) and Copper River (code 76). The Valdez-Cordova Census Area (code 75) is no longer included in the list of geographic codes. Geographic codes are reported in the SUTA file of Alaska.

This Costpoint release updates the S_AK_GEO_CD table to reflect changes in Alaska’s geographic codes.

Attention: For more information, refer to: http://live.laborstats.alaska.gov/erg/areacodemap.pdf.

Manage Employee Information (LDMEINFO)

You can now select the updated geographic codes of Alaska in the Geographic Code field in the Taxes subtask.

Manage Employee Taxes (PRMETAX)

You can now select the updated geographic codes of Alaska in the Geographic Code field on the Tax Reporting Information tab.

Create Quarterly SUTA Tax File (PRPSMM)

The updated geographic codes will be reflected in the generated SUTA file for Alaska.

Note: This enhancement requires patch dbc_800_10534.

Arkansas 2021 Supplemental Tax Rate

Arkansas recently released its 2021 Withholding Tax Employer’s Instructions. The supplemental wages decreases from 6.9% to 5.9%. This release sets the Supplemental Tax Rate of Arkansas to 5.9% effective 01/01/2021 on the Manage State Taxes screen.

Attention: For more information, refer to: https://www.dfa.arkansas.gov/images/uploads/incomeTaxOffice/withholdInstructions.pdf.

Note: This enhancement requires patch dbc_800_10547.

Michigan 2021 SUTA Wage Base

The SUTA limit for 2021 is $9,500. This Costpoint release adds tax table records effective 01/01/2021 for the updated unemployment-taxable wage base of Michigan for tax year 2021.

Note: This enhancement requires patch dbc_100_10510.

The MR installer will retain any permissions you’ve added, including CostpointToolsGroup, to the Middleware folder when the WebLogic feature is selected.

The Costpoint 8.0.8 MR installer has been updated to include support and compatibility for WebLogic 12.2.1.4.

• • January 2021 CPU - p32253037_122140_Generic.zip

  • January 2021 Coherence - p32124456_122140_Generic.zip

Also, the Java Development Kit (JDK) has been upgraded to version 1.8.0_281.

Costpoint now determines and stores the total amount deferred in Q3 2020 and the total amount deferred in Q4 2020. The Manage Deferred Tax Payments screen provides new fields, which display the amount of Social Security deferred for each employee in Q3 2020 and Q4 2020.

You can also print a report which provides information on the Social Security repayment amounts per pay check and whether or not that repayment is used to pay the Q3 2020 SS withholding due or the Q4 2020 SS withholding due.

Note: This enhancement requires patch dbc_800_10530.

Manage Deferred Tax Payments (EMMDFRDTAXPAY)

The screen features the following new fields:

Field	Description
Q3 2020 Deferred Amount	On August 8, 2020, a presidential memorandum was signed which allowed employers to defer the employee portion of Social Security withholding tax from September 1, 2020 to December 31, 2020. The deferral provisions pertaining to the employee portion of Social Security tax only applied to compensation paid to employees whose biweekly pretax compensation was generally less than $4,000. According to the IRS, an Affected Taxpayer must withhold and pay the total Applicable Taxes that the Affected Taxpayer deferred under this notice ratably from wages and compensation paid between January 1, 2021 and April 30, 2021 or interest, penalties, and additions to tax will begin to accrue on May 1, 2021, with respect to any unpaid Applicable Taxes. If necessary, the Affected Taxpayer may make arrangements to otherwise collect the total Applicable Taxes from the employee. The IRS released reporting requirements in late February 2021. “You may pay the amount you owe electronically using the Electronic Federal Tax Payment System (EFTPS), by credit or debit card, or by a check or money order. The preferred method of payment is EFTPS. For more information, go to EFTPS.gov, or call 800- 555-4477 or 800-733-4829 (TDD). To pay the deferred amount using EFTPS, select Form 941, the calendar quarter in 2020 to which the payment relates, and the option for payment due on an IRS notice. To pay by credit or debit card, go to IRS.gov/PayByCard. If you pay by check or money order, include a 2020 Form 941-V, Payment Voucher, for the quarter in which you originally deferred the deposit and payment. Darken the circle identifying the quarter for which the payment is being made. The 2020 Form 941-V is on page 5 of Form 941 and is available at IRS.gov/Form941 (select the link for “All Form 941 Revisions” under “Other Items You May Find Useful”). Make the check or money order payable to “United States Treasury.” Enter your EIN, “Form 941,” and the calendar quarter in which you originally deferred the deposit and payment (for example, “2nd Quarter 2020”). Payments should be sent to: Department of the Treasury Department of the Treasury Internal Revenue Service or Internal Revenue Service Ogden, UT 84201-0030 Kansas City, MO 64999-0030” Enter the Social Security withholding amount deferred for the employee in Q3 2020. You may manually enter the amount, or you can automatically populate this field using the Update Q3/Q4/Total Deferred Amounts and Deferral Period End Date option in the Create Manage Deferred Tax Payment Records toolkit of the Payroll Toolkit application.
Q4 2020 Deferred Amount	You may manually enter the amount of Social Security withholding deferred for the employee in Q4 2020, or you can automatically populate this field using the Update Q3/Q4/Total Deferred Amounts and Deferral Period End Date option in the Create Manage Deferred Tax Payment Records toolkit of the Payroll Toolkit application.

Payroll Toolkit (PRPTOOLKIT)

The Payroll Toolkit screen provides the following updates:

• The label for the existing Update Total Deferred Amount and Deferral Period End Date check box changed to “Update Q3/Q4/Total Deferred Amounts and Deferral Period End Date.”

Note: If you use the Create Manage Deferred Tax Payments Records toolkit and select the Generate new records option, you will need to run the same toolkit with both of the following options selected:

• Update existing records based on selection criteria and Deferral Period Start Date option

• Update Q3/Q4/Total Deferred Amounts and Deferral Period End Date check box

• The application now determines the Social Security withholding amount that was deferred in Q3 2020 when the Source of Total Deferred Amount method is Deferred Social Security withholding from earnings history. This process will update the Q3 2020 Deferred Amount field on the Manage Deferred Tax Payments screen for any employees that had deferred Social Security withholding in a check dated within Q3 2020.

• The application now determines the Social Security withholding amount that was deferred in Q4 2020 when the Source of Total Deferred Amount method is Deferred Social Security withholding from earnings history. This process will update the Q4 2020 Deferred Amount field on the Manage Deferred Tax Payments screen for any employees that had deferred Social Security withholding in a check dated within Q4 2020.

• The application now determines the Social Security withholding amount that was deferred in Q3 2020 when the Source of Total Deferred Amount method is The difference between calculated and actual Employee withholding. This process will update the Q3 2020 Deferred Amount field on the Manage Deferred Tax Payments screen for any employees that had a variance between calculated and actual Social Security withholding in a check dated within Q3 2020.

• The application now determines the Social Security withholding amount that was deferred in Q4 2020 when the Source of Total Deferred Amount method is The difference between calculated and actual Employee withholding. This process will update the Q4 2020 Deferred Amount field on the Manage Deferred Tax Payments screen for any employees that had a variance between calculated and actual Social Security withholding in a check dated within Q4 2020.

• The existing Update Existing Soc Sec Deferred Withholding Payment Records report now provides information on the before and after Q3 and Q4 2020 deferred Social Security withholding amounts.

Print Quarterly Federal Payroll Tax Report (PRRFDTAX)

The screen provides a new Report Type option, Repayment of Deferred Social Security Withholding Due to COVID-19 (941-V). This report includes the information needed to report the Q3 2020 and Q4 2020 deferred Social Security withholding amounts on the 941-V.

This release also applies the following changes to the screen:

• The Reporting Date label changed to “Reporting Dates.”

• The Options group box label changed to “Report Type.”

• The 1st Sort field label changed to “Primary Sort”

Reporting of Deferred Social Security Amounts Example

The following example shows how to track and report deferred Social Security amounts:

1. An employee has the following deferred Social Security withholding amounts from 2020:

Check Date	Quarter in Which Check Date Falls	Social Security Amount Deferred
09/02/2020	Q3 2020	227.74
09/17/2020	Q3 2020	227.75
10/02/2020	Q4 2020	227.75
10/17/2020	Q4 2020	227.75
11/02/2020	Q4 2020	227.75
11/17/2020	Q4 2020	227.75
12/02/2020	Q4 2020	227.75
12/17/2020	Q4 2020	227.75

Total

1,821.99

2. When Costpoint provided the deferral repayment functionality in 2020, employers set up the employee’s record on the Manage Deferred Tax Payments screen as follows:

3. In MR 8.0.8, employers run the updated Create Manage Deferred Tax Payment Records toolkit on the Payroll Toolkit screen to populate the new Q3 2020 Deferred Amount and Q4 2020 Deferred Amount data fields. This results in the following:

• The Q3 2020 Deferred Amount field would be populated with $455.49, which is the employee’s total deferred amount in Q3 2020 (sum from the check dates from September 2020).

• The Q4 2020 Deferred Amount field would be populated with $1,366.50, which is the employee’s total deferred amount in Q4 2020 (sum from the check dates from October, November, and December 2020).

4. Employers print the Repayment of Deferred Social Security Withholding Due to COVID-19 (941-V) report type on the Print Quarterly Federal Payroll Tax Report (PRRFDTAX) screen. This report provides information on the Social Security repayment amounts per pay check and whether or not that repayment is used to pay the Q3 2020 Social Security withholding due or the Q4 2020 Social Security withholding due.

Defect 1420438: When you deleted a voucher for a subcontractor invoice, Costpoint reset the audit table information for all vouchers related to that invoice instead of resetting the audit table information only for the deleted voucher.

This happened when you:

• Entered and approved a subcontractor invoice

• Posted the voucher for the approved invoice

• Reversed the posted voucher resulting in a second invoice

• Approved the second invoice, and then deleted its related voucher

Defect 1417870: Costpoint allowed you to select the Project Required check box and save the account record even when the Detail check box was cleared.

Defect 1412388: If you are using Costpoint with an Oracle 19c database, you encountered system performance issues when you processed open accounts payable exchange rates.

Defect 1412398: If you are using Costpoint with an Oracle 19c database, you encountered system performance issues when you processed open accounts receivable exchange rates.

Defect 1429414: If you used the Login Banner and its text field included HTML markup code, you received the Critical System Error "Your Session is Invalid. Please Restart Browser" during login. 

Defect 1419963: A critical system error occurred when you tried to access the Modifications tab for some records.

Defect 1429282: A system error occurred when you tried to query opportunity records.

Defect 1415202: You could only change a password when the Active Directory ID matched the User ID, even when Database was the selected authentication method.

Defect 1428755: When you edited a purchase order line's Notes field on the Manage Purchase Orders (POMMAIN) screen, you could not save text that included hard returns in Table view. However, you could save text with hard returns in Form View, but they were not visible when you returned to the Table View. As a workaround, you can make the edits in Form view. The text with hard returns would print correctly.

Defect 1428802: You might have received an error while performing random tasks in Costpoint.

Defect 1425352: Stored procedures called by extensions did not work for Extensibility users.

Defect 1429405: In Costpoint Time & Expense, timesheets would sometimes load without lines or with lines from a different period. As a workaround, you can restart the application or requery data in the timesheet header.

Defect 1415831: When you processed large bills of material (BOM), you encountered an error.

Defect 1412400: When you reversed records that had a large number of rows and tried to save them, Costpoint took a long time to complete the process.

Defect 1419391: When you reversed or cloned an existing Quantity Adjustment (QA) where the Proj Abbrev field was blank, the following hard error displayed. “The following field does not allow trailing spaces: Adjusting Proj Abbrev.” However, if you entered a new QA with the same Inv Abbrev and Project, the new QA was saved successfully.

Defect 1419380: The Inventory Preprocessor threw a critical error when you tried to issue parts that were in the manufacturing order (MO) requirement table as well as parts that were being substituted and did not exist in the MO requirement table in the same transaction upload.

Defect 1413040: When you are logged into a specific company and you printed the shelf life report, parts from another company were displayed in the report, causing incorrect reporting.

Defect 1420522: The application logic has been changed so that planned order is sorted by Inventory Abbreviation and Need Date, and combined using Project Planning Group Inventory Abbreviation. This will result in no late supply and no transfers, but may lose volume discounts due to a limited combination of planned orders.

Defect 1427491: When you tried to use the Web Integration Console (WIC), you encountered this error: <java:MsgId>MM_SUM_CST_AMT_INVALID</java:MsgId> The sum Amount of all rows must equal the Requisition Line Total Amount.

Defect 1415907: When you created an extension that generated all the planned and need by dates of routing operations using data from Manufacturing Execution System (MES), the updates were not exported to MES because the application did not update the ROUTING_CHNG_DTT column after you did a save.

Defect 1415905: When you entered a new line with the same line charge as the last saved purchase order (PO) and you tabbed out, the PO line description of last PO line was changed to the default line charge description of the new PO line.

Defect 1414084: When you used the same Item IDs (with different item keys and the Separate Items By Company check box was selected), the preprocessor did not reflect the item keys that matched your logged-in company, but picked an item key that it came to first for the Item ID.

Defect 1427503: If you tried to import a sales order (SO) when Project Required was set to Substitution Allowed and the Use Project Revenue Setup Rules check box was selected in Manage Sales Group Abbreviations, you encountered a critical system error.

Defect 1302656: The EEO report displayed incorrect employee totals. For example, Component 1 and Component 2 values did not match.

Defect 1386703: The employee count of Component 1 and Component 2 report types did not match.

Defect 1434975: The Disable ESS W-4 check box was not enabled even if your ESS version was higher than 7.5.

Defect 1420404: Costpoint created an excessive number of records when creating salary changes for Shop Floor Time employees. This occurred when an employee has two records being sent from Salary Info and History, and multiple user-defined records were included.

Defect 1424695: The defaulting PLC was incorrect if the defaults were set up at the project's top level. This defect affects Costpoint cloud users.

Defect 1434221: The application incorrectly flagged previously imported records as Auto-Adjusted when you imported timesheets multiple times during the same timesheet cycle with the auto-adjust check boxes selected.

Defect 611588: When you saved records on the Manage Correcting Timesheets screen, the application left the D and N timesheet line dates blank. This issue existed even when there was a value on the Manage Timesheets screen after you posted the timesheet.

Defect 1134985: The application populated the default withholding state based on the Manage Employee Taxes screen data even if you no longer had a Costpoint Payroll license. As a workaround, manually delete the W/H State field value on the Manage Timesheets screen before saving your changes.

Defect 1425815: The Close Leave Year process did not complete when you ran the process with the Base New Balances and Payout on New Leave Year Salary check box selected. When you ran the process with the Base New Balances and Payout on New Leave Year Salary check box cleared, it took a an extremely long time to complete, for example, 16 hours.

Defect 1424640: The deduction type description for the CSGARN deduction type should be changed from “Child Support Garnishment” to “Child/SpouseSupportGarnishment.”

Defect 1423865: The Medicare limit has been increased to 999,999,999.99 to accommodate employees with more than $10,000,000 in wages. However, you received an SQL error when you ran the Recompute Taxable Wages process for an employee with more than $10,000,000 in wages.

Defect 1417837: Project Labor Categories (PLCs) were not being created for some levels of projects.

Defect 1420598: CER table refresh was taking longer to run than expected.

Defect 1430024: PLC routines were taking longer to run than expected.

Defect 1403766: You received a critical system error when you tried to create Outlooks in Org Budgets.

Defect 1432447: Computed Rate Reports were not picking up allocations.

Defect 1431853: When you tried to upload budgets/EACs in Oracle, the process took longer than expected.

Defect 1421380: When you changed the Pool Org Id, the routine created new rows for the same fiscal year, periods, and subperiod.

Defect 1435306: Manage Burden Template was not calculating burden as expected.

Defect 1428884: Project Cost Summary Level was pulling from Project Summary when it should pull from General Ledger instead. This caused the ITD Cost in the Level Down section to be different from the ITD in the Burdened Cost subtask.

Defect 1397219: Performance tuning was performed for Load Labor Rates in MSS databases to decrease the application's runtime.

Defect 1412318: The missing COMPANY_ID has been added to some SQL statements to improve the application's performance.

Defect 1413419: The missing COMPANY_ID has been added to some SQL statements to improve the application's performance.

Defect 1445140: You received the following critical system error when you ran this screen: "The multi-part identifier "s.COMPANY_ID" could not be bound."

Defect 1414519: When you reversed a subcontractor invoice voucher and then posted the reversal, Costpoint did not clear the Voucher Created check box on the Manage Open Subcontractor Detail screen.

Defect 1420436: When you deleted an invoice or invoice line, Costpoint changed the SUBC_TS_LN.IN_PROCESS_FL value from Y to N even if other invoices still exist for that record.

Defect 1423923: If your role allowed you to modify submitted expense reports (for example, to change a lodging expense to Other) without setting the report back to Draft status, some pending tasks were deleted from the workflow table.

Defect 1428412: For clients scheduling floor checks, the schedule process could only run floor checks for the previous day and not the current day.

Defect 1427431: Employees who used Time In/Time Out without the Lunch start/end time configured to display received an error message when they signed their timesheets.

Defect 1428319: When users printed more than one timesheet, the Print function printed timesheets other than the one the user selected. This could include timesheets for other employees.

Defect 1413533: When current and previous timesheet periods were present and you saved the parameter, you received an error message declaring that the current period did not exist.