2022 401(k) Amounts

The IRS provided the following 401(k) updates for 2022:

• The 401(k), 403(b), and 457 contribution limit increases from $19,500 to $20,500.

• The compensation limit for qualified plans rises from $290,000 to $305,000.

To support the 2022 limits, Costpoint sets the 401(k) Deferral Limit to 20,500 and the 401(k) Wage Limit to 305,000 for payroll year 2022 on the Manage Federal Taxes screen.

Attention: For more information, refer to:

• https://www.irs.gov/pub/irs-drop/n-21-61.pdf

• https://www.irs.gov/newsroom/irs-announces-401k-limit-increases-to-20500

Note: This enhancement requires patch dbc_810_10780.

2021 Forms 1099-MISC and 1099-NEC Updates

 

The IRS released the 2021 updates to forms 1099-MISC and 1099-NEC.

 

Note: The 1099-MISC and 1099-NEC updates discussed in this section are retrieved from the IRS 2021 Instructions for Forms 1099-MISC and 1099-NEC document. Download the official IRS document through this link: https://www.irs.gov/pub/irs-pdf/i1099mec.pdf.

 

Form 1099-MISC Updates

The following are the changes to form 1099-MISC:

• Title Change: The title for form 1099-MISC has been changed from Miscellaneous Income to Miscellaneous Information.

• Box 11: Box 11 includes any reporting under section 6050R regarding cash payments for the purchase of fish for resale purposes, from an individual or corporation who is engaged in catching fish.

 

Form 1099-NEC Updates

• Box 1: Box 1 will not be used for reporting under section 6050R regarding cash payments for the purchase of fish for resale purposes.

• Box 2: Payers may use either box 2 on Form 1099-NEC or box 7 on Form 1099-MISC to report any sales totaling $5,000 or more of consumer products for resale, on buy-sell, deposit-commission, or any other basis.

• Resizing: The IRS has reduced the height of the form so it can accommodate 3 forms on a page.

 

Print/Create 1099s and Magnetic Media

The Print/Create 1099s and Magnetic Media screen has been updated to accommodate the IRS 2021 updates to forms 1099-MISC and 1099-NEC. When you print 1099s on this screen, the output displays using the 2021 layout for the 1099 forms.

The magnetic media format has also been updated according to the 2021 Specifications for Electronic Filing of Forms.

Note: For details on the 2021 specifications for electronic filing, download the IRS Publication 1220 through this link: https://www.irs.gov/pub/irs-pdf/p1220.pdf.

The new NEC Copy to Print group box, which allows you to select the NEC copy you want to print, is now available.

 

Option	Description
Copy A	Select this option to print the IRS Service Center copy of form 1099-NEC.
Other Copies	Select this option to print the receiver and payer copies of form 1099-NEC.

 

The options in this group box are enabled if the Calendar Year is 2021 and when you select 1099-NEC in the Print Options group box.

U.S. Virgin Islands FUTA Credit Reduction

For 2021, the U.S. Virgin Islands is the only credit reduction state. The credit reduction rate is 3.3%.

This Costpoint release adds a record on the FUTA Credit Reduction States table of the Manage Federal Taxes screen for the Virgin Islands.

Note: This enhancement requires patch dbc_810_10780.

2022 SUTA Wage Base

This Costpoint release adds tax table records effective January 1, 2022 for states where the unemployment-taxable wage base has been updated for tax year 2022.

Colorado

The SUTA limit for 2022 increases from $13,600 to $17,000.

Utah

The SUTA limit for 2022 increases from $38,900 to $41,600.

Note: This enhancement requires patches dbc_810_10780 and dbc_810_10782.

Arkansas Electronic W-2 Updates

The Create State W-2 File screen adds the ability to generate a file that complies with the requirements for the submission of the 2021 State of Arkansas W-2 information. The following are the state’s requirements:

 

Required Records

Arkansas follows the data formats as outlined in the EFW2 formats for submitting W-2 information to the Social Security Administration. All federal required fields should be submitted along with the state portion of the record designated as the Code RS Record.

Required records are:

• Code RA Submitter Record

• Code RE Employer Record

• Code RW Employee Wage Record

• Code RS State Record

• Code RT Total Record

• Code RF Final Record

• Code RCS Corrected State Record

Not Required/Optional records are:

• Code RO Employee Wage Record 

• Code RU Total Record 

Not Allowed Record:

• Code RV State Total Record - Do not submit RV record

 

Data Format

• Any file name can be used but should end with the file extension .TXT.

• Data must be recorded in the ASCII-1 character set.

• These are fixed length records. Records must be exactly 512 characters long with a delimiter of a carriage-return/line feed (CR/LF) immediately following character position 512. Typically, this is accomplished by pressing the ENTER key at the end of each record (in other words, after position 512). 

• The ASCII-1 hexadecimal value for the carriage return character is 0D (zero and letter D); the ASCII-1 hexadecimal value for the line feed is 0A (zero and letter A). The ASCII-1 decimal values for the two characters are 13 and 10 respectively. 

• Do not place a record delimiter before the first record of a file.

• Do not place a record delimiter after a field within a record. Records that are not in this format will be rejected. 

 

CODE RS Record - General

• The Code RS record as outlined in the EFW2 formats is required for State of Arkansas W-2 electronic transmission. Not all fields are required, but the submission will not be rejected if these fields have data in them. If no data is reported in the non-required fields, fill the field with blanks/spaces or zeros when the field is numeric.

• Supplemental Data Field 1 (Position number 338–412) of the Code RS record is required. This field should contain the FEIN of the company as reported in the Code RE Record. Report the number in the first nine places (left justify) and blank fill the rest (9+66). Do not include hyphens in the FEIN number.

• Supplemental Data Field 2 (Position number 413–487) of the Code RS record is required. This field should contain the eleven (11)-digit State of Arkansas ID number (for example, 12345678whw). Report the account ID in the first eleven places (left justify) and blank fill the rest (9+66). Do not include hyphens in the ID number.

 

CODE RS Record Layout

This is a fixed length record. Even if the State of Arkansas does not require a field, placeholders, (blanks or zeros - depending on the field) must be used in order to fill the 512-length record. Carriage returns and line feeds must be used (see previous section). If data is available and it is easier to go ahead and populate the non-required fields, do so according to the federal specifications. The State of Arkansas will not reject the file unless required records are not in the proper format.

 

High-Level Requirements

The Arkansas Department of Finance and Administration Nov. 8 published revised 2021 specifications for filing Forms W-2 and 1099 electronically for individual income and corporate income tax purposes. The publication includes: 1) taxpayers must submit the 2021 Arkansas W-2 information on or before Jan. 31, 2022; 2) employers with 250 or more W-2s must file Form W-2 electronically; 3) the due date for filing Form 1099 electronically is Jan. 31, 2022; 4) taxpayers must file with Arkansas all record types that are required to be filed with the Internal Revenue Service; and 5) the threshold for filing Form 1099, provided no Arkansas income tax is withheld, is $2,500. If Arkansas taxes are withheld, filing is required regardless of the threshold amount or current residence.

Attention: For more information, refer to: Mag_Media2021.pdf (arkansas.gov).

Indiana 2021 State W-2 Electronic Filing

The Indiana Department of Revenue updated the W-2 and WH-3 Electronic Filing Requirements publication, which provides instructions and electronic filing specifications for filing electronic media with the Indiana Department of Revenue for State and County taxes withheld from Indiana residents.

The most notable change to the most recent version of this publication is that Indiana does not use the RV record and it can be left out. Only the RS record is now unique to Indiana. The Code RS section found on page 6 has the only deviations that Indiana requires from the Federal EFW2 specifications.

To support the state requirement, the Create State W-2 File screen will no longer include the RV record when you create a W-2 file for Indiana.

Attention: For more information, refer to: https://www.in.gov/dor/files/w2-wh3-guide.pdf.

Maine 2022 Tax Table Updates

The following are the tax updates for Maine effective January 1, 2022:

• The amount of one withholding allowance increases from $4,300 to $4,450.

• The standard deduction amounts have been updated.

• The annual withholding tax tables for Married and Single have been updated.

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

• Manage State Standard Deductions

• Manage State Tax Withholding Adjustments

• Manage State Tax Tables

Note: This enhancement requires patch dbc_810_10780.

New Mexico 2022 Tax Table Updates

The tax brackets in New Mexico’s withholding methods have been adjusted. The state’s tax rates did not change.

Attention: For more information, refer to: https://klvg4oyd4j.execute-api.us-west-2.amazonaws.com/prod/PublicFiles/34821a9573ca43e7b06dfad20f5183fd/fdf3c548-8aba-4b9c-9eb4-bb564c716015/FYI-104.pdf.

Note: This enhancement requires patch dbc_810_10782.

The new Web Services Tab in Manage Users (SYMUSR) provides an alternative authentication model to use for web services in Govcon Cloud Moderate (GCCM). On the Web Services tab, set up JSON Web Token (JWT) authentication for users as an additional layer of security. Select the Authenticate with JWT check box and add the JWT certificate for authentication.

 

Also, the Allow Application Access via Integration Services check box from the Authentication tab was moved to the Web Services tab and is now named the Allow Application Access via Web Services check box.

The 8.1.3 MR installer has been updated to include the latest quarterly patch release for WebLogic 12.2.1.4.

• October 2021 SPB - p33455144_122140_Generic.zip

Also, the Java Development Kit (JDK) has been upgraded to version 1.8.0_311 and is installed with the Costpoint 8.1.3 MR installer.

Warning: As of MR 8.1. 3, test transmissions of the electronic 1094-C/1095-C files on the California FTB MEC FX Portal have not been completed yet. MR 8.1.3 applies the updates listed in this section. However, the feature will be ready for use in MR 8.1.4.

For taxable years beginning on or after January 1, 2020, California requires residents and their dependents to obtain and maintain minimum essential coverage (MEC), also referred to as qualifying health care coverage.

Employers with 50 or more full-time employees (including full-time equivalent employees) in the previous year use federal Forms 1094-C and 1095-C to report the information required under Internal Revenue Code Sections 6055 and 6056 about offers of health coverage and enrollment in health coverage for their employees.

Federal Form 1094-C must be used to transmit federal Forms 1095-C to the Internal Revenue Service (IRS) and to the Franchise Tax Board (FTB). Federal Form 1095-C is used to report information about each employee to the IRS, the FTB, and the employee. The same federal Forms 1094-C and 1095-C the employer transmits to the IRS can be provided to the FTB under Revenue and Tax Code (R&TC) Section 61005. Employers that offer employer-sponsored, self-insured coverage also use federal Form 1095-C to report information to the IRS, the FTB, and to employees about individuals who have MEC under the employer plan.

Who Must File

An employer that offers health coverage through a self-insured health plan must report information about each individual enrolled in such coverage. This information must be reported on federal Form 1095-C, Part III, for any employee who is enrolled in coverage (and any spouse or dependent of that employee). Employers that offer health coverage through an employer-sponsored, self-insured health plan must complete federal Form 1095-C, Parts I, II, and III, for any employee who enrolls in the health coverage, whether or not the employee is a full-time employee for any month of the calendar year.

Authoritative Transmittal for ALE Members Filing Multiple Federal Forms 1094-C

Federal instructions regarding Authoritative Transmittal are not applicable for California purposes. Information on federal Form 1094-C, line 19, is not required by the FTB.

When to File

For California purposes, federal Forms 1094-C and 1095-C must be filed by March 31 of the year following the calendar year to which the return relates. Federal Form 1095-C must be provided to the employee and any individual receiving MEC through an employer by January 31 of the year following the calendar year to which the return relates.

Electronic Filing

If you are required to file 250 or more information returns, you must file electronically. The FTB encourages you to file electronically even if you are filing fewer than 250 returns.

Statements to Individuals

Federal Form 1095-C must be furnished to employees by January 31, 2021, for California purposes. If you have already furnished federal Form 1095-C to an individual receiving MEC, it is not necessary to provide an additional copy to that individual for California purposes.

Specific Instructions for Federal Form 1094-C

For California purposes:

• The completion of Part I is required. California and federal instructions are the same for this section. Get the instructions for federal Forms 1094-C and 1095-C for more information.

• The information requested in Parts II, III, and IV of federal Form 1094-C is not required. If you completed this section of the form for IRS purposes, the FTB will disregard this information. The same federal Form 1094-C submitted to the IRS can be submitted to the FTB. Get the instructions for federal Forms 1094-C and 1095-C for more information.

Specific Instructions for Federal Form 1095-C

Get the instructions for federal Forms 1094-C and 1095-C to complete federal Form 1095-C, Parts I, II, and III.

Attention: For more information, refer to:

• 2020 California Instructions for Filing Federal Forms 1094-C and 1095-C: https://www.ftb.ca.gov/forms/2020/2020-3895c-publication.pdf

• Technical Specifications: https://www.ftb.ca.gov/file/business/report-mec-info/technical-specifications.html

Note: This enhancement requires patch dbc_810_10732.

 

Create 1094-C and 1095-C Electronic File (HBP1094C)

The following are the updates to the Create 1094-C and 1095-C Electronic File screen:

• You can now generate 1094-C and 1095-C XML forms for California that comply with the state’s requirements.

• The screen provides the following new fields/options:

Field	Description
Government Agency	Select whether the 1094-C/1095-C electronic filing will be submitted to the IRS (federal) or to a particular state that requires health coverage mandate information reporting from employers. Valid options are: Federal: Select this option if you will generate the 1094-C/1095-C electronic file for submission to the IRS. This is the default option. State: Select this option if you will generate the 1094-C/1095-C electronic file for submission to a particular state. If you select State as the recipient government agency, you need to enter or select the state name from the adjacent drop-down list.
Transmission ID	Enter, or click  to select, the unique transmission identifier (UTID) of XML files that have been generated for the calendar year and taxable entity. This field is only available if the selected State is California and Transmission Type is either Corrections or Replacement.

• A new 1095-C Test Scenario IDs subtask allows you to enter test scenario IDs for annual transmission testing. The subtask provides the following fields:

Field	Description
Test Scenario ID	Enter the test scenario IDs for your annual transmission testing.
Employee ID	Enter the test employee ID to be reported in 1095-C.
Employee Name	This field displays the name of the selected test employee.

• The application adds the following reports:

• Create 1094/1095-C Electronic File Report – California

• Create 1094/1095-C Electronic File Error Report

 

Print Data Dictionary Report (SYRDD)

Costpoint adds a new HB_XML_DATA_CA table to store the employees’ Record ID and Transmission ID from the generated California XML file. The new table is now included in the Print Data Dictionary Report.

The Print Quarterly Federal Payroll Tax Report screen now allows you to select the quarter being reported and the Line 1 Employee Count Method for Federal 941 Reporting. To support the new features, this release applies the following updates:

• The screen provides the following new selection range option:

Field	Description
Quarter	Select the quarter being reported, if applicable. You can select the quarter only if you select Federal Payroll Tax Report as the Report Type. All other reports do not print by quarter. Valid options are: 1 2 3 4 Not Applicable

• The screen provides the following new field:

Field	Description
Form 941 Line 1 Employee Count Method	Select how the report will calculate the employee count in Line 1 of the 941 report. This applies only if you select Federal Payroll Tax Report as the Report Type. Valid options are: Pay Period that includes the 12th day of the last month of the quarter Number of employees earning wages within the quarter Not applicable

The Print W-2s screen was updated so that the W-2 data will be properly aligned when you print on the Form W-2 for 2021.

The IRS released guidance, Notice 2021-53, for employers about reporting on Form W-2 the amount of qualified sick and family leave wages paid to employees for leave taken in 2021.

The notice provides guidance under recent legislation, including:

• Families First Coronavirus Response Act (FFCRA), as amended by the COVID-Related Tax Relief Act of 2020

• American Rescue Plan Act of 2021

Eligible employers claiming credit have separate reporting requirements for:

• Leave provided to employees during the period beginning January 1, 2021, through March 31, 2021, under the Families First Coronavirus Response Act.

• Leave provided to employees during the period beginning April 1, 2021, through September 30, 2021, under the American Rescue Plan Act of 2021.

Employers must report to the employee the following types and amounts of the wages that were paid, with each amount separately reported either in Box 14 of Form W-2 or on a separate statement:

• Families First Coronavirus Response Act (FFCRA), as amended by the COVID-Related Tax Relief Act of 2020 (January 1 to March 31)

Amount	Amount Label
The total amount of qualified sick leave wages paid for reasons described in paragraphs (1), (2), or (3) of section 5102(a) of the EPSLA with respect to leave provided to employees during the period beginning on January 1, 2021, through March 31, 2021.	In labeling this amount, employers must use the following, or similar language: “sick leave wages subject to the $511 per day limit paid for leave taken after December 31, 2020, and before April 1, 2021.”
The total amount of qualified sick leave wages paid for reasons described in paragraphs (4), (5), or (6) of section 5102(a) of the EPSLA with respect to leave provided to employees during the period beginning on January 1, 2021, through March 31, 2021.	In labeling this amount, employers must use the following, or similar language: “sick leave wages subject to the $200 per day limit paid for leave taken after December 31, 2020, and before April 1, 2021.”
The total amount of qualified family leave wages paid to the employee under the EFMLEA with respect to leave provided to employees during the period beginning on January 1, 2021, through March 31, 2021.	In labeling this amount, employers must use the following or similar language: “emergency family leave wages paid for leave taken after December 31, 2020, and before April 1, 2021.”

• American Rescue Plan Act of 2021 (April 1 to September 30)

Amount	Amount Label
The total amount of qualified sick leave wages paid for reasons described in paragraphs (1), (2), or (3) of section 5102(a) of the EPSLA with respect to leave provided to employees during the period beginning on April 1, 2021, through September 30, 2021.	In labeling this amount, employers must use the following, or similar language: “sick leave wages subject to the $511 per day limit paid for leave taken after March 31, 2021, and before October 1, 2021.”
The total amount of qualified sick leave wages paid for reasons described in paragraphs (4), (5), and (6) of section 5102(a) of the EPSLA with respect to leave provided to employees during the period beginning on April 1, 2021, through September 30, 2021.	In labeling this amount, employers must use the following, or similar language: “sick leave wages subject to the $200 per day limit paid for leave taken after March 31, 2021, and before October 1, 2021.”
The total amount of qualified family leave wages paid to the employee under the EFMLEA with respect to leave provided to employees during the period beginning on April 1, 2021, through September 30, 2021.	In labeling this amount, employers must use the following or similar language: “emergency family leave wages paid for leave taken after March 31, 2021, and before October 1, 2021.”

Eligible employers who forego claiming refundable tax credits for qualified leave wages are not required to separately report qualified sick leave wages or qualified family leave wages paid to employees to the extent those wages are not claimed as a credit. Furthermore, governmental employers that are prohibited from claiming credits for qualified leave wages are not required to separately report any qualified sick leave wages or qualified family leave wages paid to employees.

If an employer that does not claim credits under these provisions or an employer that is prohibited from claiming those credits erroneously reports sick leave wages or family leave wages to an employee on Form W-2, Box 14, or on a separate statement, the employer must either furnish a W-2c, Corrected Wage and Tax Statement, or provide a corrected statement to the employee correcting the erroneous reporting. The Form W-2c or corrected statement should be sent only to the employee. The employer should not file Form W-2c with the Social Security Administration solely to correct the amount in Box 14.

Attention: For more information, refer to the following:

• Form W-2: https://www.irs.gov/pub/irs-pdf/fw2.pdf

• Notice 2021-53: https://www.irs.gov/pub/irs-drop/n-21-53.pdf

Note: This enhancement requires patch dbc_810_10738.

 

W-2s (ESMELECW2)

The following are the updates to the W-2s screen:

• The following database sources were added in the FED_W2_FILE table for the 14 Code and 14 Amount fields on the screen:

Column	Description
BOX14_CVD_SL1_ARP_CD	COVID-19 sick leave wages paid to the employee requiring care Box 14 description (ARPA)
BOX14_CVD_SL1_ARP_AMT	COVID-19 sick leave wages paid to the employee requiring care Box 14 amount (ARPA)
BOX14_CVD_SL2_ARP_CD	COVID-19 sick leave paid to the employee caring for others Box 14 description (ARPA)
BOX14_CVD_SL2_ARP_AMT	COVID-19 sick leave paid to the employee caring for others Box 14 amount (ARPA)
BOX14_CVD_FML_ARP_CD	COVID-19 family leave wages paid to the employee Box 14 description (ARPA)
BOX14_CVD_FML_ARP_AMT	COVID-19 family leave wages paid to the employee Box 14 amount (ARPA)

• The report now retrieves the employee’s Box 14 description and amount for the COVID-19 leave wages from the new fields on the FED_W2_FILE table and prints the information in the following format:

• BOX14_CVD_SL1_ARP_CD<spaces> BOX14_CVD_SL1_ARP_AMT

• BOX14_CVD_SL2_ARP_CD<spaces> BOX14_CVD_SL2_ARP_AMT

• BOX14_CVD_FML_ARP_CD<spaces> BOX14_CVD_FML_ARP_AMT

The report will not print anything if the corresponding amount is zero or NULL. For example, if the BOX14_CVD_SL1_ARP_AMT column is zero or NULL, then both BOX14_CVD_SL1_ARP_CD and BOX14_CVD_SL1_ARP_AMT will not be printed in the report.

 

Manage W-2s (PRMW2)

You can now edit and save information in box 14 of Form W-2 for the following types of COVID-19 leave wages for payroll year 2021. New screen fields and database columns have been added to allow you to edit and save Box 14 information of the three types of COVID-19 leave wages for leave taken after March 31, 2021, and before October 1, 2021 (under the American Rescue Plan Act).

COVID-19 Leave Wages for 2021	Corresponding Field on the COVID-19 Box 14 Subtask
Sick leave wages subject to the $511 per day limit paid for leave taken after December 31, 2020, and before April 1, 2021	Sick leave wages paid to the employee requiring care (updated field label)
Sick leave wages subject to the $200 per day limit paid for leave taken after December 31, 2020, and before April 1, 2021	Sick leave wages paid to the employee caring for others
Emergency family leave wages paid for leave taken after December 31, 2020, and before April 1, 2021	Emergency family leave wages paid to the employee (updated field label)
Sick leave wages subject to the $511 per day limit paid for leave taken after March 31, 2021, and before October 1, 2021	Sick leave wages paid to the employee requiring care for leave taken after March 31, 2021 (new field)
Sick leave wages subject to the $200 per day limit paid for leave taken after March 31, 2021, and before October 1, 2021	Sick leave wages paid to the employee caring for others for leave taken after March 31, 2021 (new field)
Emergency family leave wages paid for leave taken after March 31, 2021, and before October 1, 2021	Emergency family leave wages paid to the employee for leave taken after March 31, 2021 (new field)

 

Create W-2 Table (PRPCW2)

The application adds the ability to process and store the information in Box 14 of Form W-2 for the following types of COVID-19 leave wages:

• Sick leave wages subject to the $511 per day limit paid for leave taken after December 31, 2020, and before April 1, 2021

• Sick leave wages subject to the $200 per day limit paid for leave taken after December 31, 2020, and before April 1, 2021

• Emergency family leave wages paid for leave taken after December 31, 2020, and before April 1, 2021

• Sick leave wages subject to the $511 per day limit paid for leave taken after March 31, 2021, and before October 1, 2021

• Sick leave wages subject to the $200 per day limit paid for leave taken after March 31, 2021, and before October 1, 2021

• Emergency family leave wages paid for leave taken after March 31, 2021, and before October 1, 2021

New database columns have been added to store Box 14 information of the three types of COVID-19 leave wages for leave taken after March 31, 2021, and before October 1, 2021 (under the American Rescue Plan Act).

 

Export Payroll Taxes (PRPEXTAX)

The following three types of COVID-19 leave wages under ARPA are included in the W-2 File (where the Record Identifier is 14) and in the Export Payroll Taxes Report (where the Tax Type is 14).

COVID-19 Leave Wages under ARPA	Source
Sick leave wages subject to the $511 per day limit paid for leave taken after March 31, 2021, and before October 1, 2021	The application retrieves the information from the following columns in the FED_W2_FILE table: Box 14 Code: BOX14_CVD_SL1_ARP_CD Box 14 Amount: BOX14_CVD_SL1_ARP_AMT
Sick leave wages subject to the $200 per day limit paid for leave taken after March 31, 2021, and before October 1, 2021	The application retrieves the information from the following columns in the FED_W2_FILE table: Box 14 Code: BOX14_CVD_SL2_ARP_CD Box 14 Amount: BOX14_CVD_SL2_ARP_AMT
Emergency family leave wages paid for leave taken after March 31, 2021, and before October 1, 2021	The application retrieves the information from the following columns in the FED_W2_FILE table: Box 14 Code: BOX14_CVD_FML_ARP_CD Box 14 Amount: BOX14_CVD_FML_ARP_AMT

Note: Box 14 descriptions should be populated only if the corresponding amount is not equal to 0.00.

 

Print W-2s (PRRW2)

The application now prints Box 14 information for the following types of COVID-19 leave wages:

• Sick leave wages subject to the $511 per day limit paid for leave taken after December 31, 2020, and before April 1, 2021

• Sick leave wages subject to the $200 per day limit paid for leave taken after December 31, 2020, and before April 1, 2021

• Emergency family leave wages paid for leave taken after December 31, 2020, and before April 1, 2021

• Sick leave wages subject to the $511 per day limit paid for leave taken after March 31, 2021, and before October 1, 2021

• Sick leave wages subject to the $200 per day limit paid for leave taken after March 31, 2021, and before October 1, 2021

• Emergency family leave wages paid for leave taken after March 31, 2021, and before October 1, 2021

 

Print W-2 Summary Report (PRRW2R)

The application now prints Box 14 summary information for the following types of COVID-19 leave wages:

• Sick leave wages subject to the $511 per day limit paid for leave taken after March 31, 2021

• Sick leave wages subject to the $200 per day limit paid for leave taken after March 31, 2021

• Emergency family leave wages paid for leave taken after March 31, 2021

 

Print Data Dictionary Report (SYRDD)

The report now includes the new database columns in FED_W2_FILE that were added to store Box 14 information of the three types of COVID-19 leave wages for leave taken after March 31, 2021, and before October 1, 2021 (under the American Rescue Plan Act).

Defect 1549629: When you created multiple purchase order (PO) vouchers, Costpoint incorrectly updated the AP_ACCTS_KEY and CASH_ACCTS_KEY columns of the vouchers. This caused the AP_ACCTS_KEY of a vendor on a PO to be incorrectly assigned to a different PO voucher during the creation process.

Defect 1544213: After you upgraded to Cobra 8.4, the integration between Costpoint and Cobra no longer worked. This issue was due to the changes in Cobra’s WS API. Code fields have been extended (to 20) and qualifiers are now required to refer to Control Accounts (CA) and Work Packages (WP).

As a workaround, you can complete the following steps:

1. Update the column headers to match the values in Cobra. For example, change “C8” to “CA.C8”.

2. Manually load the file in Cobra.

Warning: If have not upgraded to Cobra 8.4 and you apply Costpoint MR 8.1.3, you must upgrade to Cobra 8.4 in order to run the integration between Costpoint and Cobra using web services. If you do not upgrade to Cobra 8.4, you will need to manually transfer data from Costpoint using CSV files.

Defect 1551193: A new check box, Exclude Recast Overtime TS lines from Neg Cost validation, was added to the Configure Production Control Settings screen. The Set Up Company application was updated to copy the value of this new check box from the original company to the new company.

Defect 1552180: Role filters did not work when you used approval roles for user groups. When a role filter was applied, the approval was still assigned to every user.

Defect 1530223: When you changed the employee ID in the Project Manager field and tabbed out of the field, Costpoint did not automatically update the value in the Project Manager Name field.

As a workaround, use the Project Manager field lookup to select the employee ID and automatically populate Project Manager Name.

Defect 1544922: When you manually replaced the employee ID in Billing Analyst, Subcontract Administrator, or Contract Administrator and saved the record without tabbing out of the field, Costpoint did not automatically replace the value in Billing Analyst Name, Subcontract Administrator Name, or Contract Administrator Name. The same issue happened when you used the Replace function for the employee ID fields; the name was not automatically updated.

As a workaround, you can clear the value in the employee ID field and tab out of the field before entering a new employee ID. Alternatively, you can use the field lookup so both the employee ID and name will be updated.

Defect 1485775: When the Help menu on the Global Toolbar was open on a mobile device and you switched from landscape to portrait view, excess text displayed outside the menu.

Defect 1513770: When you clicked Preview after posting a record in various applications, Costpoint downloaded a previously posted transaction.

Defect 1536515: When you clicked Query in the lookup window in mobile view, the fields on the Query tab were misaligned.

Defect 1545109: An unexpected script error occurred when you scrolled down records on the screen using a display resolution of 2560 x 1440.

Defect 1546491: The Costpoint Word Template Add-In contained an invalid [End of Agreement] tag at the end of the template that caused the template to fail.

Defect 1549800: The Find button in lookup did not work when you viewed the screen in landscape orientation on a mobile device.

Defect 1549932: Various issues occurred when you accessed some applications in the CRM & Contracts domain on mobile devices:

• Some applications did not fully load when you tried to access them.

• Critical system errors occurred when you switched to landscape view.

Defect 1550154: A system error occurred in the Manage Project User Flow application when you attempted to save an edited record.

Defect 1551885: On a mobile tablet, only the blue application label displayed when you opened an application. Also, the swipe (up and down) functionality did not work.

Defect 1553202: When you switched the screen orientation from portrait to landscape on a smartphone, the records were not visible in table view.

Defect 1566112: The Start Approval button did not work for the approval workflow.

Defect 1552489: The Paste Data from Excel functionality did not work.

Defect 1563528: Single-user processes did not check RESTARTABLE_FL and treated all actions as restartable if POST_SEMAPHORE records existed. As a result, a non-restartable action was set to On-Hold status. This behavior interrupted Print/Post action pairs.

Defect 1519868: When you verified the value of the buyer's organization, Costpoint defaulted to the value from the requisitioner's organization.

Defect 1525845: When you imported a purchase requisition with a status of P, Submit for Approval was set to Submit None, and Approval Process with Approval Type was set to Signature, you encountered an error.

Defect 1551198: A new check box, Exclude Recast Overtime TS lines from Neg Cost validation, was added to the screen. This check box allows you to exclude overtime timesheet lines from the validation for the setting Allowable Negative MO Cost Amount, which applies to any/all cost elements. This also allows you to re-class labor to different accounts, but costs will remain with the manufacturing order (MO).

Defect 1545822: You encountered a general framework error when you created a work order revision that contained reference parts.

Defect 1552074: When you added a Use Part Data collection in MES to a manufacturing order (MO) with the Include Use Part Data, the MO requirement added a backflush location for non-backflushed parts when there was a Default Location in the Part master for the Use Part. This was added even for Serial/Lot tracked parts.

Defect 1549775: When you used the preprocessor to load a multiple-line purchase order (PO) with a line charge in one of the lines, Costpoint calculated the Extended Cost and the Total Line Amount. The Extended Cost was correct, but the Total Line Amount added a value to every line of the PO.

Defect 1522330: When you posted a subcontractor invoice and viewed the purchase order (PO), the unvouchered amount was included in the posted voucher.

Defect 1546571: Costpoint did not validate for the warehouse/receipt combination, which resulted in an error.

Defect 1533191: When you used the Copy or Clone function, the screen cleared the value in the Type of Data Correction drop-down list. As a workaround, reselect the Type of Data Correction option.

Defect 1553570: When you selected the Covered All 12 Months check box, the screen should disable the Months of Coverage - Jan to Dec check boxes.

Defect 1547305: The following message displayed even if the Same Address as Employee check box was already selected when you opened the employee’s record: "Address fields will be overwritten with the Employee's address. Continue populating address fields?“ As a workaround, click OK on the message every time it displays.

Defect 1538392: The application required logic updates to populate the Generic Code to Group Vendors (VEND_GRP_CD) column on the Vendor (VEND) table with the correct value.

Defect 1550700: When you updated an employee's Contractor flag from Y to N, the application displayed the following error: “The following field is required: Social Security Number.”

Defect 1550592: A general framework failure occurred in the integration when a Deltek Talent Management employee record had an invalid birthdate (before 1901). As a workaround, before your run the integration, fix the birthdate of the affected employee record in Deltek Talent Management.

Defect 1518758: When you approved a life event, Costpoint did not insert a record into the ESS_TASKS table. In addition, the life event did not display on the Self Service Status screen.

Defect 1524321: The application did not allow employees to select beneficiaries for employee life benefits. This issue occurred if the employees previously selected NO CVG (No Coverage).

Defect 1550489: The wording on the FSA Worksheet for open enrollment required updates.

Defect 1538083: An allocation percentage error displayed even when allocation is equal to 100%. As a workaround, try a different allocation percentage combination that allows you to save without an error.

Defect 1543922: The application did not allow employees to select beneficiaries for employee life benefits. This issue occurred if the employees previously selected NO CVG (No Coverage).

Defect 1550492: The wording on the FSA Worksheet for open enrollment required updates.

Defect 1544650: The application generated a union cash fringe timesheet line, but it did not populate the following columns on the TS_LN table:

• FRINGE_CD

• PROJ_ABBRV_CD

• PROJ_ACCT_ABBRV_CD

Defect 1561454: A system error occurred when you attempted to print, preview, or process a timesheet cycle that included an employee with zero (0.00) labor hours.

Defect 1547309: The Create Reversing Timesheets report displayed incomplete column names.

Defect 1546666: The spaces after each comma should be removed in the CSV export files.

Defect 1536056: When the application generates a union cash fringe timesheet line, it did not perform P/O/A validations on the original (non-union cash fringe) timesheet lines. Only the union cash fringe timesheet lines were validated.

Defect 1551177: A unique constraint system error displayed when importing C/D/N type timesheets. This issue occurred when you selected the Generate Union Fringe check box and the application generated union cash fringes.

Defect 1534205: The application should not allow a Fringe Organization source of Proj Owning Organization if the Charge Project check box is not selected.

Defect 1551815: The Nebraska withholding amount was incorrect when the minimum tax withholding amount was greater than the actual tax withholding amount.

Defect 1552027: The Payroll Computed check box on the Manage Timesheets screen was not selected after you computed payroll for reversing timesheets.

Defect 1567292: The application did not produce a warning report when the Nebraska minimum tax withholding amount was greater than the actual tax withholding amount.

Defect 1528306: When two local tax codes were assigned to the same tax service code, the second locality tax was not included in the file. This issue affects you if you use the Ceridian Tax Service and have multiple tax locales.

Defect 1538870: The application should include employees who have no checks in the current quarter of the year but have checks in the prior quarter of the year in the quarterly file submissions.

Defect 1547902: The screen required the following changes:

• The application should provide an option to include Union fringe data.

• The Union field and Local Code fields should be removed.

• The Pay Cycle field should always be enabled.

• The fringe timesheet date should be added to the Certified Payroll Backup report.

Defect 1527971: The application printed the project details with no customer records on the Certified Payroll Report.

Defect 1565053: The total of the Burdened Cost column in Revenue Analysis did not match the total on the Burdened Cost subtask.

Defect 1550986: When you created a new budget from an existing one, the closed period column copied the period date from the previous budget.

Defect 1536351: When there are no records to process and you selected the Clear iRAPT File Flags check box, the system did not show the "No Records to Process" message when you ran this application.

Defect 1546376: Costpoint did not allow you to post revenue to inactive account/organization combinations. As a workaround, you can run the Redistribute Revenue screen after the revenue is posted to change the process flow.

Defect 1561735: An error occurred while posting revenue if the award fee allocation formula is set to Percent of Costs and the prior period cost resides in an inactive account/organization.

Defect 1546604: When the vendor employee start/end date has expired, you still received the following error message even if the Allow Charges Outside Work Assignment Period of Performance option was selected on the Business Rules tab of the Manage Work Assignments screen: "Out of Work Assignment Period of Performance."

Defect 1496212: An error occurred when the AR Aging Report was generated and Customer was used as the primary grouping sort. As a workaround, you can use the legacy version of the AR Aging Report, though it is unsecured.

Defect 1520007: Relative Time View: The Project Manager Dashboard did not display results when the current reporting period was set to a subperiod that was less than the maximum number allowed. This error occurred with the following conditions:

• The selected period was not the maximum number allowed. For example, subperiod 2 out of the maximum 5 was selected.

• The future subperiods have not yet been processed.

Patch dbc_810_10756 is required to fix this defect.

Defect 1524238: The following fields were missing in the HR Management data set, data module, and dashboard:

• Location State

• Location Country

Defect 1539576: There were incorrect calculations on the Turnover tab of the HR Management Dashboard:

• The headcount values were incorrect.

• The terminations displayed percentages instead of the number of employees.

• The periods for Turnover By Year and Turnover By Quarter did not match.

Defect 1560757: The column labels on the AR Aging Report displayed the default settings instead of the selected aging bucket settings on the prompt screen. However, the values on the report were correct.

Defect 1530098: When you are not licensed for Expense and you tried to access Home Dashboard, an error occurred. This is due to the dashboard displaying Expense dashparts by default.

 

As a workaround, you can customize the dashparts that display on the dashboard via the Manage Dashparts link to exclude the Expense dashparts. If you are a system administrator, through the Manage User Interface Profiles screen, you can create a UI profile that excludes the Expense dashparts from the dashboard view and assign that profile to a group of users. See KB Article 106623 for step-by-step procedures on the workarounds.

Defect 1544923: When the first and last day for a lodging allowance was set to 100% in the Expense Report Type, the Per Diem Lodging allowance calculated incorrectly based on the percentages given.

Defect 1544925: When a supervisor entered an expense report for an employee who had two approved expense authorizations at the time the expense report was created, and the supervisor used the expense authorization that did not include the requested advance, the Save process allowed the advance to be claimed on the wrong expense authorization.

Defect 1547425: If a 9/80 employee was terminated on a Thursday with 40 hours recorded on their timesheet, a message displayed declaring overtime hours were present.

Defect 1420477: The current row set context did not exist because the parent row set was undefined.

Defect 1547423: If a 9/80 employee was terminated on a Thursday with 40 hours recorded on their timesheet, a message displayed declaring overtime hours were present.

Defect 1550565: On the Start/Stop Times subtask, Charge Lookup performed slowly.

Defect 1551291: When saving a charge line to favorites where the UDT10 was blank, that line could only be saved before other UDT10s were saved on the same charge, and not after.