Deltek Costpoint 8.1 Release Notes

Welcome to the Deltek Costpoint 8.1 Release Notes, which describe the new features, enhancements, and software corrections made from Costpoint 8.1.1 up to the present release.

Note: For items labeled with "Next MR," the Release Notes are in draft form and will be updated continuously until the release date of the maintenance release. To ensure that you have the most current version, please refresh this page in your browser.

These release notes address all of the modules associated with Deltek Costpoint 8.1.1 up to the current release, some of which your firm may not use. Skip the sections that do not apply to your implementation of Deltek Costpoint.

The Build Deployed In and Dependent Files lines for defects and the list of required files included in enhancement descriptions are meant to support the Pick and Choose deployment model. If your company or system supports Pick and Choose, refer to the Downloading and Deploying Pick and Choose Hot Fixes section of these release notes for more information.

If you do not support Pick and Choose, you may ignore the deployed and dependent files listed in this document. Updates are still packaged as cumulative releases for MRs.

We want the release notes to be as easy to use as possible. To this end, we will continue to analyze and improve upon the format. If you have feedback, please send an email to DeltekDocumentationFeedback@deltek.com.

Using These Release Notes

Use the following guidelines in navigating through this page:

• Table of Contents: Links to the different sections of the Release Notes are indicated at the top. Click the link to jump to a specific section of the page.

• Search: To search for a specific application, keywords, or phrases within this document, press CTRL+F (Windows) or COMMAND+F (Mac) on your keyboard, and then enter your search words.

For example, you may enter the application name (Manage Project User Flow), the application ID (PJMBASIC), or the hot fix ID number (pjmbasic_001) to quickly locate the specific description for that item.

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Print These Release Notes or Save as PDF

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De-supporting Microsoft SQL Server 2017

Deltek will be de-supporting Microsoft SQL Server 2017 for Costpoint 8.1 on December 31, 2024. Please plan accordingly.

Costpoint Business Intelligence 8.1.18+ and Cognos Analytics with Watson

Costpoint BI 8.1.18+ is compatible with Cognos Analytics with Watson 11.2.4 only. If you are leveraging Cognos Analytics 11.1.7, the highest version of Costpoint BI MR that you can apply is Costpoint BI 8.1.17. Note that you can continue to apply the Costpoint MRs beyond 8.1.17, regardless of which Cognos version you are deploying. Costpoint and Costpoint BI MRs are independent of each other.

Update W-4 Information of Iowa Employees for 2024 Filing

Important: This action is required if you have Iowa Employees. 

Iowa revised the IA W-4 (Employee Withholding Allowance Certificate), resulting in a change to the way an employee’s Iowa withholding credit information is determined. Rather than requesting the number of allowances an employee would like to claim, the IA W-4 now requests a dollar amount.

To accommodate the employee setup, updates made in Costpoint MR 8.1.28 included the following:

• A new Credit Amount field was added to the Manage Employee Taxes screen and the Taxes subtask on the Manage Employee Information screen, allowing payroll administrators to enter the Total Allowance amount from Line 6 of the IA W-4.

• A new Credit Amount field was added to the Costpoint Employee Self Service (ESS) State Withholding screen, allowing employees to enter the total allowance amount they would like to claim.

In Costpoint MR 8.1.29, the Iowa state withholding computation has been updated so that an employee’s credit amount will be based on the Credit Amount field on the Manage Employee Taxes screen, rather than the Number of Credits field. If your Iowa employees have not already reviewed their Iowa W-4 information you should instruct them to do so before computing payroll. Costpoint Payroll customers with Iowa employees should do the following:

• Costpoint Employee Self Service (ESS) customers:

• Update the Web Address or Notes field on the Configure State Tax Settings screen with a link to the latest IA W-4.

• Instruct your Iowa employees to review their Iowa W-4 Credit Amount on the ESS State Withholding screen and update as needed using the following steps:

1. Go to People > Employee Self Service > Payroll and Benefits > State Withholding.

2. Populate the Credit Amount with the total allowance amount from line 6 of your 2024 IA W-4.

3. Click Save.

• Costpoint customers not using Costpoint ESS:

• Instruct your Iowa employees to file an updated W-4 using the 2024 IA W-4 form.

• Use the completed IA W-4 form to update the employee’s tax setup on the Costpoint Manage Employee Taxes screen or the Taxes subtask on the Manage Employee Information screen.

It is important for Iowa employees to update their IA W-4 information before payroll is computed in Costpoint MR 8.1.29 or a higher version since the Iowa tax withholding computation will be updated in those versions. If you upgrade to one of those versions and an Iowa employee has not yet updated their Iowa W-4 information, their credit amount will be 0.00 and may result in a higher withholding amount than expected.

Update Iowa Setup in ESS Configure State Tax Settings

Iowa updated their marital status options with the release of their 2024 IA W-4 employee withholding allowance certificate. To accommodate the new statuses, Costpoint MR 8.1.29 applied the following:

• Added new HEAD OF HOUSEHOLD filing status

• Changed the description for the SINGLE filing status from "Single" to "Other"

• Changed the description for the MARRIED filing status from "Married" to "Married Filing Jointly"

If your employees use Costpoint Employee Self Service (ESS) to update their state tax information, Deltek recommends you assign the new HEAD OF HOUSEHOLD status to Iowa on the Configure State Tax Settings screen and update the filing status descriptions for the MARRIED (Married Filing Jointly) and SINGLE (Other) filing statuses to be consistent with the 2024 IA W-4.

Downloading and Deploying Pick and Choose Hot Fixes

If your company or system supports the Pick and Choose deployment model, see the following document for instructions on downloading and deploying the Deltek Costpoint 8.1 individual Pick and Choose hot fixes: Deltek Costpoint 8.1 Deploying Pick and Choose Hot Fixes

Note: The Build Deployed In and Dependent Files lines are included in every defect description under the Software Issues Resolved section. These indicate the files that you need to install to apply the fix for the defect. For Regulatory Enhancements and Enhancements, required files are listed towards the end of the feature description. 

Checking if the Hot Fix is Installed

Follow this procedure to see if the hot fix is correctly installed:

1. Open the application that was updated.

2. Click Help » About from the Costpoint global menu. This will display a screen that shows you the latest hot fix files applied to the application that is open.

Checking if the Feature is Installed

Follow this procedure to see if the feature is correctly installed:

1. Click Help » About from the Costpoint global menu.

2. Open the Features subtask and click the feature that was just installed.

3. Open the Libraries subtask. Check the list of libraries and see if they are correct and have been successfully deployed.

4. Open the Patches subtask. Check the list of patches and see if they are correct and have been successfully deployed.

Custom Programs Affected

Sometimes, an update can cause custom programs and reports to stop working as expected. Before applying an update, consider whether you have any custom programs or reports in the application area affected by the update. If so, contact Deltek Support Center at https://deltek.custhelp.com before you install the update.

Accessing Deltek Support Center

If you need assistance installing, implementing, or using Deltek Costpoint, you can access Deltek Support Center through the following:

1. Go to https://deltek.custhelp.com.

2. Enter your Deltek Support Center Username and Password.

3. Click Login.

Note: If you forget your username or password, you can click the Login Help? button on the login screen for help.

The Print/Create 1099s and Magnetic Media screen has been enhanced to adhere to the 2024 updates to forms 1099-MISC and 1099-NEC. When you print 1099s, the calendar year now displays in YYYY format, and the print alignment has been optimized for 2024 pre-printed papers.

The capability to print 1099s on blank stock or plain paper remains but you can print Copy C only if the Calendar Year is 2023.

For 2024, employers in California, New York, and U.S. Virgin Islands will be assessed a general FUTA credit reduction on wages paid to employees for work attributed to any of these states and territory. This Costpoint release adds records on the Manage Federal Taxes screen for the corresponding states:

State	Final 2024 FUTA Credit Reduction
California	0.9%
New York	0.9%
US Virgin Islands	4.2%

This enhancement requires the following:

• cp81_bundle_CYE2024_001.zip

• DeltekCostpointMaintenanceRelease_8.1.23.5001.exe

The following are the 401(k) limits for 2025:

• 401(k) Deferral Limit: $23,500

• 401(k) Wage Limit: $350,000

To support the federal update, this release adds records to the Manage Federal Taxes screen.

Attention: For more information, see: https://www.irs.gov/pub/irs-drop/n-24-80.pdf

This enhancement requires the following:

• cp81_bundle_CYE2024_001.zip

• DeltekCostpointMaintenanceRelease_8.1.23.5001.exe

The Old-Age, Survivors, and Disability Insurance taxable wage base increases from $168,600 to $176,100 in 2025.

To support the federal update, this release adds records to the Manage Federal Taxes screen.

Attention: For more information, refer to: https://www.ssa.gov/news/press/factsheets/colafacts2025.pdf

This enhancement requires the following:

• cp81_bundle_CYE2023_003.zip

• cp81_bundle_CYE2024_001.zip

• cp81_dbc_810_11301_001.zip

• Deltekcostpointmaintenancerelease_8.1.23.5001.exe

The 2024 PDF template file for 1094-C and 1095-C forms are now available in Costpoint, which will let you create PDF files with data for the calendar year 2024. You can then use the PDF files to print the forms on plain paper.

To support this update, the following screens were updated:

• 1095-C

• Print 1094-Cs

• Print 1095-Cs

Attention: For more information, refer to:

• Instructions: https://www.irs.gov/pub/irs-pdf/i109495c.pdf

• 1094-C: https://www.irs.gov/pub/irs-pdf/f1094c.pdf

• 1095-C: https://www.irs.gov/pub/irs-pdf/f1095c.pdf

This enhancement requires the following:

• cp81_bundle_CYE2023_003.zip

• cp81_bundle_CYE2024_001.zip

• Deltekcostpointmaintenancerelease_8.1.22.5012.exe

• DeltekCostpointMaintenanceRelease_8.1.23.5001.exe

Costpoint now provides the ability to generate manifest and data files that comply with the latest tax year 2024 schema for the UI transmission channel. This release updates the Create 1094-C and 1095-C Electronic File screen to support the following requirements for the data file transmission:

• The following data was inserted into the S_SOFTWARE_ID system table:

• CAL_TY_NO = 2024

• SOFTWARE_ID = 24A0020251

• FIRST_NAME = <carry over the value from 2023>

• MID_NAME = <carry over the value from 2023>

• LAST_NAME = <carry over the value from 2023>

• NAME_SFX_CD = <carry over the value from 2023>

• PHONE_ID = <carry over the value from 2023>

• The tax year in all applicable namespaces was updated to "ty24" in the manifest and data files.

• The following are used to generate manifest and data files for Calendar Year 2024 if Government Agency is “Federal”:

• Manifest file from tax year 2024 schema package

• Form data file from tax year 2024 schema package

• PaymentYr value “2024”

• Software ID for 2024

This enhancement requires the following:

• cp81_bundle_CYE2024_001.zip

• DeltekCostpointMaintenanceRelease_8.1.23.5001.exe

Delaware requires employers to report quarterly paid family leave information and calculate the contribution based on the Delaware percentage of FICA wages. To support the state requirements, Costpoint adds a calculation method to properly compute contribution amount. This has been added to the Manage Local Taxes screen and in all payroll calculations/recalculations.

 

Manage Local Taxes (PRMLTI)

You can now select a new State % of SS Taxable Wages option from the Tax Based on drop-down list. The application will calculate the percentage of Social Security wages that belong to the local tax state and then use that as the tax calculation basis.

 

Compute Payroll (PRPCPR)

The application will now use the new State % of SS Taxable Wages method for local tax calculations, if applicable.

 

Manage Payroll Records (PRMPTF)

The application will now use the new State % of SS Taxable Wages method for local tax calculations, if applicable.

 

Manage Employee Earnings History (PRMERF)

The application will now use the new State % of SS Taxable Wages method for local tax calculations, if applicable.

 

This enhancement requires the following:

• cp81_bundle_CYE2024_001.zip

• DeltekCostpointMaintenanceRelease_8.1.23.5001.exe

Under the SECURE Act 2.0, employers can offer participants of Simplified Employee Pension (SEP) and Savings Incentive Match Plan for Employees (SIMPLE) IRA the option to have their contributions under the respective plan be made to a Roth SEP IRA or a Roth SIMPLE IRA. Salary reduction contributions made to a Roth SEP IRA or a Roth SIMPLE IRA are included on Form W-2 in boxes 1, 3, and 5 (or box 14 for railroad retirement taxes). They are reported in box 12 using code F for a SEP or code S for a SIMPLE IRA.

To support this update, Costpoint adds new retirement plan deduction types which will be included in the calclulation of the box 12 amount in the W-2.

 

Manage Deductions (PRMDED)

You can now select the following from the Deduction Type field:

• RTHSEP (Roth SEP Deferred Comp)

• RTHSIM (Roth SIMPLE Deferred Comp)

• 408(P) (408(p) Deferred Compensation)

 

Create W-2 Table (PRPCW2)

The calculation for the Box 12 Code F amount will now include the RTHSEP deduction type. The Box 12 code S amount shall be automatically calculated based on the newly added 408(p) and RTHSIM deduction types.

 

Total Comp/Benefits Statement (ESQCOMPBEN)

The Company Paid Retirement Benefits – Annual Amount will now include the new retirement plan deduction types.

 

Print Employees Eligible for Retirement Catch-Up (PRPCATCHUP)

The deduction type Lookup values will now include the new retirement plan deduction types.

This enhancement requires the following:

• cp81_bundle_CYE2023_003.zip

• cp81_bundle_CYE2024_001.zip

• DeltekCostpointMaintenanceRelease_8.1.23.5001.exe

The 2024 PDF template file for W-2, W-2c, W-3, and W-3c forms are now available in Costpoint, which will let you create PDF files with data for the calendar year 2024. You can then use the PDF files to print the forms on plain paper. The 2024 data for W-2, W-2c, W-3, and W-3c should print correctly on the SSA-provided blank ink PDF templates for copy A, and on the IRS-provided fillable PDF for copies 1, 2, B, C, and D.

Attention: For more information, see updated forms:

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

• W-3:https://www.irs.gov/pub/irs-pdf/fw3.pdf

• W-2c: https://www.irs.gov/pub/irs-pdf/fw2c.pdf

• W-3c: https://www.irs.gov/pub/irs-pdf/fw3c.pdf

The following screens will now support the updated forms:

• Print W-2s (PRRW2)

• W-2s (ESMELECW2)

This enhancement requires the following:

• cp81_bundle_CYE2024_001.zip

• Deltekcostpointmaintenancerelease_8.1.23.5001.exe

Costpoint now supports Form W-4 for Payroll Year 2025. The W-4 Deductions Worksheet updates include:

• Married filing jointly or a Qualifying surviving spouse: $30,000

• Head of Household: $22,500

• Single or Married filing separately: $15,000

To support the federal requirements, updates were applied to the Manage Federal Taxes screen.

This enhancement requires the following:

• cp81_bundle_CYE2024_001.zip

• DeltekCostpointMaintenanceRelease_8.1.23.5001.exe

The IRS adds a new TIP section in Step 1 of the W-4 form for 2025. The new information advises employees on how to determine the most accurate withholding numbers. In compliance with government regulations, Costpoint reflects this update on the Federal Withholding screen by adding a TIP button which allows you to view the new tip information from the 2025 W-4.

Attention: For more information, see: https://www.irs.gov/pub/irs-dft/fw4--dft.pdf.

To support the 2025 W-4, this release updates the following screens:

• Federal Withholding (ESMFEDWH)

• Life Events/New Hires (ESMLIFEEVENTS)

This enhancement requires the following:

• cp81_bundle_CYE2024_001.zip

• DeltekCostpointMaintenanceRelease_8.1.23.5001.exe

For tax year 2024, the layout of the federal W-2 includes the following record changes:

• RO (Employee Optional) Record and RU (Total Optional) Record were updated to add Box 12 code II Income from Exclusion Of Medicaid Waiver Payments (IEMWP-II).

• RCO (Employee Optional) Record and RCU (Total Optional) Record were updated to add Box 12 code II Income from Exclusion Of Medicaid Waiver Payments (IEMWP-II).

The Create Federal W-2 File screen now supports the updated record layouts for the EFW2 and EFW2C files.

 

EFW2 File Changes

• Box 12 code II Income from Exclusion Of Medicaid Waiver Payments was added to RO Record positions 144-154.

• Box 12 code II Income from Exclusion Of Medicaid Waiver Payments was added to RU Record, positions 190-204.

 

EFW2C File Changes

• Originally reported Box 12 code II Income from Exclusion Of Medicaid Waiver Payments was added to RCO Record, positions 277-287.

• Correct Box 12 code II Income from Exclusion Of Medicaid Waiver Payments was added to RCO Record, positions 288-298.

• Originally reported Box 12 code II Income from Exclusion Of Medicaid Waiver Payments was added to RCU Record, positions 371-385.

• Correct Box 12 code II Income from Exclusion Of Medicaid Waiver Payments was added to RCU Record, positions 386-400.

 

This enhancement requires the following:

• cp81_prpw2f_001.zip

• DeltekCostpointMaintenanceRelease_8.1.23.5001.exe

The IRS sets the 2025 ACA affordability threshold at 9.02%. This release sets the safe harbor affordability rate for payroll year 2025 on the Manage Federal Taxes screen.

Attention: For more information, see: https://www.irs.gov/pub/irs-drop/rp-24-35.pdf.

This enhancement requires the following:

• cp81_bundle_CYE2023_003.zip

• cp81_dbc_810_11501_001.zip

• DeltekCostpointMaintenanceRelease_8.1.22.5012.exe

When you create your data for the Affordable Car Act (ACA) 1095-C report, Costpoint now allows you to select the Affordable Care Act Safe Harbor method that will be used for all employees or for a category of employees based on employees’ rate type and GLC. The Create 1094-C and 1095-C data screen provides a new Affordability Safe Harbor Option subtask where you can select one or more of the following affordability safe harbors:

• The W–2 safe harbor

• The federal poverty line safe harbor

• The rate of pay safe harbor

 

Affordability Safe Harbor Option Subtask

On the header of the subtask, you can select the affordability safe harbor options that will be used for the taxable entity. All three safe harbors under which an employer can determine affordability for all employees are selected by default. You must select at least one option in the header. This subtask is not available if Reporting Type is 1094-C Data.

 

Affordability Safe Harbor Option by Employee Categories Table

On the Affordability Safe Harbor Option by Employee Categories table, you can select the employees’ rate type/GLC combination to use a safe harbor option for specific employee categories. If this table is blank, the affordability safe harbor selected in the header will be used for all employees, when applicable. Likewise, If you did not select a rate type/GLC combination for an employee category, then the application will also use the affordability safe harbor selected in the header. This subtask is optional.

 

Note: Currently, the Create 1094-C and 1095-C data screen has the following issues which will be fixed in a future release:

• When you clear all the Affordability Safe Harbor Option checkboxes and click Preview or Print/Process, the screen displays the "You must select at least one of the affordability safe harbors" error message, but it is not clickable.

• When you query a parameter that does not exist, the screen states that "An action is requested but no row has been selected. Please select a row and re-execute the action." Instead of this message, the screen should state that no rows met your criteria.

 

This enhancement requires the following:

• cp81_bundle_CYE2023_003.zip

• cp81_dbc_810_11300_001.zip

• cp81_dbc_810_11490_001.zip

• cp81_hbp109xc_002.zip

• DeltekCostpointMaintenanceRelease_8.1.22.5012.exe

You can now combine multiple deductions and local taxes assigned to the same W-2 box 14 line. When you run the Create W-2 Table process, a warning will display if more than one deduction and/or locality are assigned to the same box 14 line. The message will display the list of deduction codes and locality codes assigned to the same box 14 line number, and the amounts of these codes will be summed up when W-2s are created. You can opt to manually remove the box 14 line number assignment from a deduction code or locality code listed in the warning message if it should not be included in the summation.

This enhancement requires the following:

• cp81_bundle_cye2023_003.zip

• cp81_dbc_810_11396_001.zip

• cp81_dbc_810_11496_001.zip

• cp81_prpcw2_004.zip

• deltekcostpointmaintenancerelease_8.1.23.5001.exe

Costpoint has been fully tested to support the pre-printed forms W-2 and W-2c from Deltek’s partner form vendors for the 2025 filing. If you encounter alignment issues when you print on pre-printed forms, you may need to adjust the margins on your printer settings or Costpoint’s page setup. Refer to your printer’s documentation for information on how to configure the margins of your printer.

This enhancement requires the following:

• cp81_bundle_cye2023_003.zip

• cp81_dbc_810_11396_001.zip

• cp81_prrw2_010.zip

• Deltekcostpointmaintenancerelease_8.1.23.5001.exe

Pension-Linked Emergency Savings Accounts (PLESA) are introduced under the SECURE 2.0 Act, specifically section 127. These accounts allow employers to add emergency savings accounts to a defined contribution plan, such as a 401(k), 403(b), or governmental 457(b) plan. Employees can make designated Roth contributions to these accounts, which can be withdrawn under certain conditions.

Contributions must be reported on Form W-2, box 12, using specific codes depending on the type of plan:

• Code AA for 401(k) plans

• Code BB for 403(b) plans

• Code EE for governmental 457(b) plans

Contributions to pension-linked emergency savings accounts are also reported in Box 12 of Form W-2.

The existing Emergency Savings Account (ESA) deduction type does not indicate if it was linked to a 401(k), 403(b), or 457(b). To address this issue, the ESA deduction type can no longer be assigned to new deductions or contributions. Instead, three new deduction types for PLESA have been added on the Manage Deductions screen to replace the ESA deduction type.

 

Manage Deductions (PRMDED)

You can now select the following from the Deduction Type field:

• ESA401 (401(k) linked ESA)

• ESA403 (403(b) linked ESA)

• ESA457 (457(b) linked ESA)

An error message will display if you assign the old ESA deduction type to new records. A warning message will be displayed on existing deduction records if the deduction type is ESA.

 

Create W-2 Table (PRPCW2)

The calculation for following Box 12 code amounts were updated:

• The code AA amount now includes ESA401 deduction types.

• The code BB amount now includes ESA403 deduction types.

• The code EE amount now includes ESA457 deduction types.

ESA deduction types will not be included in codes AA, BB, and EE.

The screen will display an error message if there is at least one deduction in employee earnings deduction having an ESA deduction type.

 

This enhancement requires the following:

• cp81_bundle_cye2023_003.zip

• cp81_dbc_810_11496_001.zip

• cp81_prmded_006.zip

• cp81_prpcw2_004.zip

• Deltekcostpointmaintenancerelease_8.1.23.5001.exe

You can now select USERRA make-up amounts for 2023, 2022, and 2021 on the Box 12 subtask of the Manage W-2s screen. The Code field lookup now lists the following new Box 12 codes:

Box 12 Code	Box 12 Description
D 21	USERRA 2021 make up elective deferrals to a section 401(k) cash or deferred arrangement
E 21	USERRA 2021 make up elective deferrals to a section 403(b) salary reduction agreement
F 21	USERRA 2021 make up elective deferrals to a section 408(k)(6) salary reduction agreement
G 21	USERRA 2021 make up elective deferrals and employer contributions (including nonelective deferrals) to a section 457(b) deferred comp plan
H 21	USERRA 2021 make up elective deferrals under a section 501(c)(18)(D) tax-exempt organization plan
S 21	USERRA 2021 make up employee salary reduction contributions under a section 408(p) SIMPLE
Y 21	USERRA 2021 make up deferrals under section 409A nonqualified deferred compensation plan
AA 21	USERRA 2021 make up designated Roth contributions to a section 401(k) plan
BB 21	USERRA 2021 make up designated Roth contributions under a section 403(b) salary reduction agreement
EE 21	USERRA 2021 make up designated Roth contributions under a section 457(b) plan
D 22	USERRA 2022 make up elective deferrals to a section 401(k) cash or deferred arrangement
E 22	USERRA 2022 make up elective deferrals to a section 403(b) salary reduction agreement
F 22	USERRA 2022 make up elective deferrals to a section 408(k)(6) salary reduction agreement
G 22	USERRA 2022 make up elective deferrals and employer contributions (including nonelective deferrals) to a section 457(b) deferred comp plan
H 22	USERRA 2022 make up elective deferrals under a section 501(c)(18)(D) tax-exempt organization plan
S 22	USERRA 2022 make up employee salary reduction contributions under a section 408(p) SIMPLE
Y 22	USERRA 2022 make up deferrals under section 409A nonqualified deferred compensation plan
AA 22	USERRA 2022 make up designated Roth contributions to a section 401(k) plan
BB 22	USERRA 2022 make up designated Roth contributions under a section 403(b) salary reduction agreement
EE 22	USERRA 2022 make up designated Roth contributions under a section 457(b) plan
D 23	USERRA 2023 make up elective deferrals to a section 401(k) cash or deferred arrangement
E 23	USERRA 2023 make up elective deferrals to a section 403(b) salary reduction agreement
F 23	USERRA 2023 make up elective deferrals to a section 408(k)(6) salary reduction agreement
G 23	USERRA 2023 make up elective deferrals and employer contributions (including nonelective deferrals) to a section 457(b) deferred comp plan
H 23	USERRA 2023 make up elective deferrals under a section 501(c)(18)(D) tax-exempt organization plan
S 23	USERRA 2023 make up employee salary reduction contributions under a section 408(p) SIMPLE
Y 23	USERRA 2023 make up deferrals under section 409A nonqualified deferred compensation plan
AA 23	USERRA 2023 make up designated Roth contributions to a section 401(k) plan
BB 23	USERRA 2023 make up designated Roth contributions under a section 403(b) salary reduction agreement
EE 23	USERRA 2023 make up designated Roth contributions under a section 457(b) plan

This enhancement requires the following:

• cp81_bundle_cye2023_003.zip

• cp81_dbc_810_11495_001.zip

• DeltekCostpointMaintenanceRelease_8.1.23.5001.exe

Costpoint now provides employers the option to display the latest W-2c corrected amount instead of the original W-2 amount on the W-2s screen in Employee Self Service. This allows employees to view the corrected amounts when accessing the W-2s screen and when printing W-2 data.

 

Manage Taxable Entity Settings (AOMESSCS)

The following checkbox has been added to the screen:

Field	Description
Include W-2c data in ESS W-2 screen	Select this checkbox to display corrected data on the ESS W-2 screen. If Allow Employee to download and email W-2s in official W-2 format is also selected and there is an existing W-2c record, then a W-2c will be downloaded and/or sent via email along with the employee’s W-2 in official IRS format.

 

W-2s (ESMELECW2)

If the Include W-2c data in ESS W-2 screen checkbox is selected on the Manage Taxable Entity Settings screen, the W-2s screen will now:

• Display the latest W-2c corrected amount instead of the original W-2 amount on the screen when printing W-2 Data (Print W-2 Data button).

• Print the latest W-2c corrected amount instead of the original W-2 amount.

• Display an information message if Form W-2c has been included in the download and/or email.

 

Print Data Dictionary Report (SYRDD)

The Print Data Dictionary Report screen now provides information in the new Include W-2c data in ESS W-2 screen column in the ESS_SETTINGS table.

 

This enhancement requires the following:

• cp81_aomesscs_005.zip cp81_dbc_810_11338_001.zip

• cp81_bundle_CYE2023_003.zip

• cp81_dbc_810_11338_001.zip

• cp81_esmelecw2_005.zip cp81_dbc_810_11338_001.zip

• DeltekCostpointMaintenanceRelease_8.1.22.5012.exe

Employees now have the ability to view, print, and send via email their 1095-Cs through a new 1095-Cs screen in Employee Self Service. Employees can generate 1095-Cs in PDF format for the last four years, including the current year. Employees can also opt to download and/or send via email the PDF file.

 

1095-Cs (ESM1095C)

The 1095-Cs screen allows employees to view and download and/or send via email their 1095-C information. Employees can perform the following functions in this application:

• Select the 1095-C year to display.

• View 1095-C information.

• Download and/or send via email 1095-C information in portrait format, if allowed by Benefits administrators.

To access the 1095-Cs screen, go to People » Employee Self Service » Payroll and Benefits » 1095-Cs.

 

Manage Taxable Entity Settings (AOMESSCS)

The following checkboxes were added in the 1095-Cs group box:

Field	Description
Allow employees to download and email 1095-Cs in portrait format	Select this checkbox to allow employees to download and/or send via email their copies of Form 1095-C in portrait format from the 1095-Cs screen.
Truncate Payee Identification Numbers (Employer and Employee)	Select this checkbox if the Employer Identification Number (EIN) and Employee's Social Security Number (SSN) should be truncated on the printed 1095-C.

 

Print Data Dictionary Report (SYRDD)

The report provides details in the following columns added to the ESS_SETTINGS table as part of this enhancement:

• ALLOW_1095_PRNTEMAIL_FL: Allow employees to download and send via email 1095-Cs in portrait format

• ACA_TPIN_FL: Truncate Payee Identification Numbers (Employer and Employees)

 

This enhancement requires the following:

• cp81_dbc_820_11325_001.zip

• DeltekCostpointMaintenanceRelease_8.1.26.5007.exe

The 2024 poverty guideline for the 48 contiguous states and the District of Columbia was set to $15,060 for a one-person family/household.

This release updates the Federal Poverty Level for payroll year 2024 on the Manage Federal Taxes screen.

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

This enhancement requires the following:

• Patch dbc_810_11331

The draft Form 941 for 2024 removes remaining lines reporting COVID-19 federal tax credits. To accommodate the federal update, this release applies the following changes to the Print Quarterly Federal Payroll Tax Report screen:

• The application disables and sets to zero all the fields in the COVID-19 Paid Sick Leave and FMLA group box if the payroll year is 2024 or later.

• A new report layout will be applied if you generate the report for 01/01/2024 or later. Previous report layouts are retained for generating reports prior to 2024.

Attention: For more information, refer to:

• Draft Form: https://www.irs.gov/pub/irs-dft/f941--dft.pdf

• Draft Instructions: https://www.irs.gov/pub/irs-dft/i941--dft.pdf

This enhancement requires the following:

• cp81_cmnlib_cpcpr_004.zip

• cp81_prrfdtax_002.zip

• cp81_bundle_CYE2023_003.zip

• DeltekCostpointMaintenanceRelease_8.1.22.5012.exe

The IRS sets the 2024 ACA affordability threshold as 8.39%. To support this federal update, Costpoint updated the record effective 01/01/24 on the Manage Federal Taxes screen.

Attention: For more information, see: https://www.irs.gov/pub/irs-drop/rp-23-29.pdf.

This enhancement requires the following:

• Patch dbc_810_11297

• cp81_bundle_CYE2023_003.zip

• DeltekCostpointMaintenanceRelease_8.1.22.5012.exe

For 2023, employers in California, New York, and U.S. Virgin Islands will be assessed a general FUTA credit reduction on wages paid to employees for work attributed to any of these states and territory. This Costpoint release adds records on the Manage Federal Taxes screen for the corresponding states:

State	Final 2023 FUTA Credit Reduction
California	0.6%
New York	0.6%
US Virgin Islands	3.9%

This enhancement requires the following:

• cye_bundle_CYE2023_003.zip

• Patch dbc_810_11271

The Federal W-4 screen in Costpoint Employee Self Service was updated to reflect the 2024 W-4. This release updates the instructions and wording in the following sections of the W-4:

• Instructions for Steps 2-4 on Step 1 tab

• Federal W-4 Step 2 (a)

• Federal W-4 Step 2 (b)

• Exempt from federal taxes checkbox years on Step 4 tab

• Deductions Worksheet tab

Attention: For more information, see: https://www.irs.gov/pub/irs-pdf/fw4.pdf.

This enhancement requires the following:

• cp81_bundle_CYE2023_003.zip

The 2024 federal income tax withholding methods were released by the Internal Revenue Service.

• The percentage method’s tax brackets were adjusted.

• The annual additional amount if the nonresident alien employee was first paid wages before 2020 and has not submitted a Form W-4 for 2020 or later increases from $9,550 to $10,300.

• The annual additional amount if the nonresident alien employee has submitted a Form W-4 for 2020 or later or was first paid wages in 2020 or later increases from $13,850 to $14,600.

To support the federal requirements, updates were applied to the following screens:

• Manage Federal Tax Tables

• Manage Federal Taxes

Attention: For more information, see:

• Draft Pub 15-T: https://www.irs.gov/pub/irs-dft/p15t--dft.pdf

• Pub 15-T: https://www.irs.gov/pub/irs-pdf/p15t.pdf

This enhancement requires the following:

• cp81_bundle_CYE2023_003.zip

• Patch dbc_810_11283

Costpoint supports the Form W-4 for Payroll Year 2024. The basic form was updated with minimal changes, most of which are regarding the use of an estimator. The 2024 itemized deductions in Step 2 of the Deductions Worksheet have been updated:

• Married: $29,200

• Head of Household: $21,900

• Single: $14,600

To support the federal requirements, updates were applied to the Manage Federal Taxes screen.

This enhancement requires the following:

• cp81_bundle_CYE2023_003.zip

• Patch dbc_810_11283

The 2023 PDF template file for 1094-C and 1095-C forms are now available in Costpoint, which will let you create PDF files with data for the calendar year 2023. You can then use the PDF files to print the forms on plain paper.

 

Print 1094-Cs

The 2023 Form 1094-C PDF template was added to the application. The following updates were applied to the Print and Preview menus:

• The Print 1094-Cs Prior Report Layout option was removed.

• The existing Print 1094-Cs Current Report Layout option is now the Print 1094-Cs Report Layout option.

 

Print 1095-Cs

The 2023 Form 1095-C PDF template was added to the application. The following updates were applied to the Print and Preview menus:

• The Print 1095-Cs Prior Report Layout option was removed.

• The existing Print 1095-Cs Current Report Layout option is now the Print 1095-Cs Report Layout option.

Costpoint now provides the ability to generate manifest and data files that comply with the latest tax year 2023 schema for the UI transmission channel. This release updates the Create 1094-C and 1095-C Electronic File screen to support the following federal requirements:

• The system table S_SOFTWARE_ID was inserted with the following data:

• CAL_TY_NO = 2023

• SOFTWARE_ID = 23A0017797

• FIRST_NAME = <carry over the value from 2022>

• MID_NAME = <carry over the value from 2022>

• LAST_NAME = <carry over the value from 2022>

• NAME_SFX_CD = <carry over the value from 2022>

• PHONE_ID = <carry over the value from 2022>

• The tax year in all applicable namespaces was updated to "ty23" in the manifest and data files.

• The following are used to generate manifest and data files for calendar year 2023 if Government Agency is “Federal”:

• Manifest file from tax year 2023 schema package

• Form data file from tax year 2023 schema package

• PaymentYr value “2023”

• Software ID for 2023

Attention: For more information, refer to:

• Affordable Care Act Assurance Testing System (AATS) Information Returns

• Tax Year 2023 Affordable Care Act Information Returns (AIR) Known Issues, Schemas and Business Rules

This enhancement requires the following:

• cp81_bundle_CYE2023_003.zip

• Patch dbc_820_11257

Costpoint has been fully tested to support the pre-printed Form W-2c from Deltek’s partner form vendors for the 2024 filing. If you encounter alignment issues when you print on pre-printed forms, you may need to adjust the margins on your printer settings or Costpoint’s page setup. Refer to your printer’s documentation for information on how to configure the margins of your printer.

This enhancement requires the following:

• cp81_bundle_CYE2023_003.zip

You can now print recipient statements (copies 1, B, 2, and C) of 1099 forms directly onto plain paper or blank stock. This feature eliminates the need for pre-printed forms and, at the same time, enhances convenience and reduces costs.

The recipient statements you can print in Costpoint are fully compliant with the specifications outlined in IRS Publication 1179: General Rules and Specifications for Substitute Forms. This ensures that your printed forms meet all necessary legal requirements.

In addition, print alignment settings on the Print/Create 1099s and Magnetic Media screen have been enhanced to ensure optimal output quality, simplify your 1099 printing process, and reduce the risk of errors.

To support this feature, multiple updates were implemented for the Print/Create 1099s and Magnetic Media screen. These enhancements are designed to provide a more user-friendly interface and improve the overall functionality of the feature. This means a more efficient and seamless experience for you when managing your tax forms.

 

Print/Create 1099s and Magnetic Media (APR1099) Screen Updates

The Print/Create 1099s and Magnetic Media interface has been revamped to support blank paper printing. This update includes the addition of several new elements, relocation of existing ones, and the removal and replacement of others. 

 

Taxable Entity Field

Since you can print or create 1099 magnetic media for only one entity at a time, the taxable entity selection ranges have been removed from the interface and replaced with a straightforward Taxable Entity field. You can directly enter the entity in this text field or use the Lookup function to select the entity for which you want to print or create 1099 magnetic media.

 

1099 Types to Include Group Box

The 1099 Types to Include group box, which allows you to select the types of 1099 to be included in the magnetic media file, has been relocated. Previously part of the Selection Ranges group box, it now resides in the Magnetic Media Information group box. The elements and functionality remain the same, providing you with a familiar experience in a more accurate location.

 

Print Options Group Box

The previous Options group box has been upgraded to the Print Options group box. This new group box is a hub for various group boxes, each serving a unique purpose. 

Some of these group boxes contain settings for the newly introduced blank paper printing feature, others house elements that have been relocated from different sections of the screen, while the Copy B Options group box and the NEC Pre-Printed Copy to Print group box, formerly named NEC Copy to Print, continue to hold their elements and functionality from the former Options group box.

The following are the new contents of the Print Options group box.

 

1099 Type

Use the options in this group box to select the type of 1099 form that you want to print.

• 1099-MISC

• 1099-NEC

 

1099 Paper

This new group box now integrates the functionalities of the previous Print Option drop-down list in the Generate group box and the former Print Format group box. In addition, it introduces the ability to print 1099s on plain paper or blank stock.

Use the options in this group box to select the print media for your 1099.

• Test

• Self-Mailer Test

• Pre-Printed

• Self-Mailer

• Blank Stock / Plain Paper

 

Blank Stock/Plain Paper Group Box

Use the fields in this group box to configure the settings for printing on plain paper. The fields in this group box are enabled only if you select Blank Stock / Plain Paper in the 1099 Paper group box.

This group box contains the following elements:

• Copy B: Select this option to print Copy B - For Recipient.

• Copy C: Select this option to print Copy C - For Payer.

• Copy 1: Select this option to print Copy 1 - For State Tax Department.

• Copy 2: Select this option to print Copy 2 - To be filed with recipient's state income tax return, when required.

• Copy B and Copy 2: Select this option to print both copies B and 2.

• One PDF File per Vendor: Select this checkbox to create a separate PDF file for each vendor.

• File Location: Enter or select the directory where the PDF file will be saved.

 

Global Toolbar Updates 

The new Create 1099 Forms option has been added to the drop-down menu of the Default Action button on the Global Toolbar. This option displays only if you access the toolbar from the Print/Create 1099s and Magnetic Media screen. 

If you selected the Blank Stock / Plain Paper option, you must use the Create 1099 Forms process to generate the PDF file for printing 1099s on blank paper. You can also run this process in batch mode.

 

This enhancement requires the following files:

• cp81_bundle_CYE2023_002.zip

• DeltekCostpointMaintenanceRelease_8.1.22.5012.exe

The following are the 401(k) limits for 2024:

• 401(k) Deferral Limit: $23,000.00

• 401(K) Wage Limit: $345,000.00

To support the federal update, this release adds records to the Manage Federal Taxes screen.

This enhancement requires the following files:

• cp81_bundle_CYE2023_001.zip

• DeltekCostpointMaintenanceRelease_8.1.22.5012.exe

• Patch dbc_810_11258.

The Old-Age, Survivors, and Disability Insurance taxable wage base increases from $160,200 to $168,600 in 2024.

To support the federal update, this release adds records to the Manage Federal Taxes screen.

This enhancement requires the following files:

• cp81_bundle_CYE2023_001.zip

• DeltekCostpointMaintenanceRelease_8.1.22.5012.exe

• Patch dbc_810_11255.

When you generate W-2s/W-2Cs from the Create W-2 Table screen or enter the W-2s/W-2Cs on the Manage W-2s and Manage W-2Cs screens, Costpoint now stores the following information:

• Employer Tax ID

• Employer Address

• Employer Name

• Employee SSN

• Employee Name

• Employee Address

This enhancement will allow Payroll managers to reprint the employee and taxable entity information for a W-2/W-2C that displays all the W-2 data as it was at the time of the original printing and not use current data for Employer Tax ID, Employer Address, Employer Name, Employee SSN, Employee Name, and Employee Address.

 

Create W-2 Table (PRPCW2)

The application features the following updates:

• New fields were added to the FED_W2_FILE and FED_W2C_FILE tables to hold the following values:

• Employer Tax ID

• Employer Address

• Employer Name

• Employee SSN

• Employee Name

• Employee Address

• The application now populates the new fields for W-2s.

• The application now populates the following fields for W-2Cs from the saved values in FED_W2_FILE table:

• Employee SSN

• Employee Name

• Upon conversion, the application populates FED_W2_FILE and FED_W2C_FILE tables with existing employee and taxable entity data.

 

Manage W-2s (PRMW2)

The application now displays the employee’s name and address at the time of the W-2 creation using the new fields in the FED_W2_FILE table.

 

Manage W-2Cs (PRMW2C)

The application now populates the previously reported SSN and employee name from the new fields in the FED_W2_FILE table. The fields will remain enabled.

 

Print W-2s (PRRW2)

The application now populates the employer and employee name and address information from new fields in the FED_W2_FILE table. This will show the employee and employer information at the time the W-2 was created.

 

W-2s (ESMELECW2)

The application now displays the Employer Tax ID, Employer Address, Employer Name, Employee SSN, Employee Name, and Employee Address from the W-2 table (FED_W2_FILE) instead of from the associated table (TXBLE_ENTITY, EMPL). This allows employees to view the original addresses.

 

Print Data Dictionary Report (SYRDD)

The Print Data Dictionary Report now includes information about the new columns in the FED_W2_FILE and FED_W2C_FILE tables.

This enhancement requires the following files:

• cp81_bundle_CYE2023_001.zip

• DeltekCostpointMaintenanceRelease_8.1.22.5012.exe

Costpoint has been fully tested to support the pre-printed Form W-2 from Deltek’s partner form vendors for the 2024 filing. If you encounter alignment issues when you print on pre-printed forms, you may need to adjust the margins on your printer settings or Costpoint’s page setup. Refer to your printer’s documentation for information on how to configure the margins of your printer.

Employers can now allow their employees to view and print their W-2s in the correct format from Employee Self Service. New print options are available for employees on the W-2s screen in ESS, which administrators can control through the Manage Taxable Entity Settings screen.

 

W-2s (ESMELECW2)

A new Download and Email button allows employees to download and/or send via email their copies of Form W-2 as a PDF file. This process is applicable only if the payroll year of the W-2 is 2023 or later. The button launches a parameter window with the following fields.

Field	Description
Payroll Year	From the drop-down list, select the tax year of the Form W-2. The printing of Form W-2 on actual forms is applicable beginning tax year 2023 only. The values in this drop-down list include the system year and the last four years. The tax years will be further limited based on the Minimum W-2 year and Maximum W-2 Year on the Manage Taxable Entity Settings screen. Examples: If the system year is 2023 and the range of W-2 years on the Manage Taxable Entity Settings screen is 2019-2023, then the drop-down list will have 2023 only. If the system year is 2023 and the range of W-2 years on the Manage Taxable Entity Settings screen is 2023-2027, then the drop-down list will have 2023 only. If the system year is 2024 and the range of W-2 years on the Manage Taxable Entity Settings screen is 2023-2027, then the drop-down list will have 2024 and 2023. If the system year is 2028 and the range of W-2 years on the Manage Taxable Entity Settings screen is 2020-2029, then the drop-down list will have 2028, 2027, 2026, 2025, and 2024. The default value is the year of the current selected record.
Download	Select this option to download the Form W-2 PDF file. This is the default selection.
E-mail	Select this option to send via email the Form W-2 PDF file as an attachment.
Download and E-mail	Select this option to download and send via email the Form W-2 PDF file.
E-mail Address	This field displays the work email if specified on the Manage Employee Information screen as the default. Otherwise, it shall default from the home email. You may also specify another email address.
Company Name	Enter, or click Lookup to select, the company name.
Submit	Select this button to perform the downloading and/or sending via email of Form W-2.
Close	Select this button to close the parameter window.

 

Manage Taxable Entity Settings (AOMESSCS)

The Manage Taxable Entity Settings screen provides the following new fields and subtask:

Field	Description
Allow download and email of W-2s	Select this checkbox to allow employees to download or send via email their copies of Form W-2 (B, C, 2, Instructions).
Print only the last 4 numbers of SSN	When this checkbox is selected, employees’ SSN will display only the last four numbers on the employees’ copies of the tax forms.
Tax Forms Subtask	Use this subtask to configure settings related to the electronic delivery of tax forms. This subtask contains the following fields: Tax Form: From the drop-down list, select which employee tax form to set up. Valid options are 1095-C and W-2/W-2c. From: Enter the email address that will display when tax forms are sent to employees' email address. Subject: Enter the email subject that will display when tax forms are sent to employees' email address. If this field is blank, then the default email subject that will be used by ESS is: <Calendar Year>space<Tax Form>. Body: Enter the email text that will display when tax forms are sent to employees’ email address. If this is blank, then the default email text that will be used by ESS is: “The <Tax Form> is attached to this email.”

 

Print Data Dictionary Report (SYRDD)

The Print Data Dictionary Report now provides information about the following, which were added for this feature.

• SSN4ONLY_FL and ALLOW_W2_PRNTEMAIL_FL columns in the ESS_SETTINGS table

• ESS_TAX_FORMS table

 

This enhancement requires the following files:

• cp81_bundle_CYE2023_001.zip

• DeltekCostpointMaintenanceRelease_8.1.22.5012.exe

The United States Congress passed the Secure Act 2.0 which requires employees who made above a certain amount in the prior year to make catch-up contributions to a post-tax Roth individual retirement account (IRA) instead of a pre-tax 401k. The Secure Act 2.0 implementation was later deferred by Congress until 2026.

To address the requirements of the new legislation, Costpoint added a new report to display employees who qualify for catch-up contributions, their deductions, age, and income. On the Manage Federal Taxes screen, a new field was also added to hold the prior year’s income requirement threshold for Roth IRA’s.

In addition, the Secure Act 2.0 section 127 permits employers to offer short-term emergency savings accounts (ESAs) to non-Highly Compensated Employees. A new deduction was added for Emergency Savings Accounts.

 

Print Employees Eligible for Retirement Catch-Up (PRPCATCHUP)

Use this screen to print information relating to employees over 50 with catch-up retirement contributions. Print this report any time to see if employees have reached their catch-up limit or to determine which employees meet the high-income threshold for the previous year. The high-income threshold is part of the Secure Act 2.0, which was deferred until 2026.

You can print the report for:

• All or one pay cycles

• A specific date in time which will be used to calculate employee ages, YTD contributions, and deductions, and determine the previous year for wage purposes.

• Specific deduction types (Deferred or Roth only)

• Employees by earning group (High earners, regular earners, or both types)

• Employees by age group

The application will use the new Roth Catch-Up Wage Threshold field on the Manage Federal Taxes screen to determine the threshold for high earners. The report displays the employee’s prior year earnings, age, earning type, deduction code, deduction type, YTD deduction amount, contribution code, contribution type, YTD contribution amount, and the total YTD deduction/contribution amount. When the first sort is by employee, the report has a subtotal for each employee for YTD deduction/contribution amounts and the total of deduction/contribution amount.

Warning: The new Print Employees Eligible for Retirement Catch-Up screen is included in the CYE Package (cp81_bundle_CYE2023_001.zip). However, you will need to install MR 8.1.23 or higher to access the new application from the Costpoint menu. If you need to install the application but do not want to update your MR, please contact Deltek Support Center.

 

Manage Federal Taxes (PRMFTI)

The Manage Federal Taxes screen adds the following field:

Field	Description
Roth Catch-Up Wage Threshold	Enter the prior year wage threshold amount that was defined by the U.S. government at which retirement contribution catch-ups will be required to be in a post-tax Roth IRA. This amount will be used by the Print Employees Eligible for Retirement Catch-Up screen to determine which employees must make retirement catch-up contributions to a post-tax Roth IRA.

 

Manage Deductions (PRMDED)

A new Emergency Savings Accounts (ESA) deduction type, which can be used by employers who offer short-term ESAs to non-Highly Compensated Employees, was added to the Manage Deductions screen.

 

This enhancement requires the following files:

• cp81_bundle_CYE2023_001.zip

• DeltekCostpointMaintenanceRelease_8.1.23.5001.exe

• DeltekCostpointMaintenanceRelease_8.1.22.5012.exe

Form I-9 Updated Edition

The U.S. Citizenship and Immigration Services (USCIS) released a new version of Form I-9, Employment Eligibility Verification. Employers must use Form I-9 to verify the identity and employment authorization of their employees.

The Form I-9 changes are:

• The citizenship or immigration status in Section 1 has been renamed to “noncitizen authorized to work." This was “alien authorized to work” in the 2019 edition.

• A checkbox has been added in Section 2 for E-Verify employers to indicate when they have remotely examined Form I-9 documents.

Checkbox Label

Checkbox Information

Check here if you used an alternative procedure authorized by DHS to examine documents

Certain employers who participate in E-Verify are qualified to examine their employee’s documentation remotely by using the optional alternative procedure to physical document examination authorized by the Secretary of DHS. Employers who examine documentation remotely for some employees must offer this option to all employees. To examine your employee’s documentation remotely, you must be enrolled in good standing in E-Verify, and complete the following steps: Examine copies (front and back, if the document is two-sided) of Form I-9 documents or an acceptable receipt to ensure that the documentation presented reasonably appears to be genuine; Conduct a live video interaction with the individual presenting the document(s) to ensure that the documentation reasonably appears to be genuine and related to the individual. The employee must first transmit a copy of the document(s) to the employer (per Step 1 above) and then present the same document(s) during the live video interaction; Indicate on the Form I-9, by completing the corresponding box, that an alternative procedure was used to examine documentation to complete Section 2 or for reverification in Supplement B, as applicable; and Retain a clear and legible copy of the documentation (front and back if the documentation is two-sided).

Employers may begin using the new edition by August 1, 2023, or may choose to continue to use the 2019 version of the form through October 31, 2023. After October 31, 2023, the prior version of Form I-9 will be obsolete and no longer valid for use.

Starting November 1, 2023, employers who fail to use the August 1, 2023 edition of Form I-9 may be subject to all applicable penalties under section 274A of the INA, 8 U.S.C. 1324a, as enforced by U.S. Immigration and Customs Enforcement (ICE).

Attention: For more information, refer to:

• 4.5 Remote Documentation Examination (Optional Alternative Procedure to Physical Document Examination)

• https://www.uscis.gov/sites/default/files/document/fact-sheets/FormI9SummaryofChangesFactSheet.pdf

• https://www.uscis.gov/sites/default/files/document/forms/i-9.pdf

• https://www.uscis.gov/sites/default/files/document/forms/i-9instr.pdf

 

Manage Employee I-9 Data (HPMI9DAT)

The following options in the Status drop-down list were replaced:

• The Alien Authorized to Work option was replaced with the Noncitizen Authorized to Work option.

• The Non-Citizen National option was replaced with U.S. Noncitizen National option.

The following checkbox was added:

Field

Description

Used an alternative procedure authorized by DHS to examine documents

Select this checkbox if you used an optional alternative procedure to physical document examination authorized by the Secretary of DHS. Certain employers who participate in E-Verify are qualified to examine their employee’s documentation remotely by using the optional alternative procedure to physical document examination authorized by the Secretary of DHS. Employers who examine documentation remotely for some employees must offer this option to all employees. To examine your employee’s documentation remotely, you must be enrolled in good standing in E-Verify.

Prior to this release, you can print Form W-2c only on pre-printed forms from recommended vendors. To avoid alignment problems in using pre-printed forms, Costpoint adds the ability to print Form W-2c on plain paper on the Print W-2s screen.

 

Print W-2s (PRRW2)

A new W-2c (Form with Data) group box provides the following options for printing W-2c copies to plain paper.

Field	Description
Substitute Copy A (SSA-Approved)	Select this option if you want to print a black and white Copy A. A separate PDF file for the W-3c will be created and saved in the same location as the Form W-2c Copy A. The Copy A PDF file should be printed on 8.5 x 11-inch single-sheet paper only, not on continuous pin-fed paper. The option to print only the last 4 numbers of SSN will be cleared and disabled for Copy A.
Copy 1	Select this option if you want to print W-2c Copy 1 - For State, City, or Local tax Department.
Copy D	Select this option if you want to print W-2c Copy D - For Employer.
Employee's W-2c Set (B, C, 2, Instructions)	Select this option if you want to print a set of W-2cs per employee with only one W-2c form per page. This set includes Copy B, Copy C, Copy 2, and a copy of filing instructions per employee. If you want a separate PDF file for each set of W-2cs per employee, then you must select the One PDF File per Employee checkbox.

Note: The printing of Form W-2c on plain paper is only applicable beginning Tax Year 2023. As of this release, Deltek is still awaiting Form W-2c/Form W-3c for 2023 to be approved by the SSA. An error will display if you select the Substitute Copy A (SSA-Approved) option.

 

Manage W-2Cs (PRMW2C)

The existing (b) Employer’s Federal EIN field is now the (b) Employer identification number (EIN) field.

 

This enhancement requires the following files:

• cp81_bundle_CYE2023_001.zip

• DeltekCostpointMaintenanceRelease_8.1.25.5000.exe

• DeltekCostpointMaintenanceRelease_8.1.22.5012.exe

The Internal Revenue Service (IRS) requires that the Substitute Black-and-White Forms W-3 and W-2 (Copy A) for Tax Year 2023 must comply with the IRS Publication 1141. Forms W-3 and W-2 (Copy A) must be approved by Social Security Administration (SSA).

The Print W-2s application was updated to reflect the updated forms. The changes to the forms are as follows:

• 2023 Form W-3

• Changed Form W-3 tax year from 2022 to 2023

• Updated the “Reminder” section instructions to show tax year 2023

• Updated the “E-Filing” section to show filing deadline of January 31, 2024

• Updated the “When to File Paper Forms” section to show filing deadline of January 31, 2024

• Updated the “Revised” date to 08/23

• 2023 Form W-2

• Changed the Form W-2 tax year from 2022 to 2023

• Updated the “Revised” date to 08/23

The IRS provides the following reminders to employers:

• Do not mail your company’s payroll to the Copy A mailing address. You must mail your forms to the address listed on Form W-3.

• Do not truncate the employees’ SSN on Copy A of Forms W-2.

• Verify that the template prints on each W-2 submission before you mail them to the SSA.

• Approvals are valid for only one tax year (January through December). In general, each new filing season requires new approval, even if the official form does not change.

• All forms and data must be printed in non-reflective black ink only.

• Both the top Form W-2 and the bottom Form W-2 must have the Void checkbox printed on the form.

• Please ensure printed versions of the approved forms meet the required margin guideline. The top, left, and right margins for Form W-2 (Copy A) and Form W-3 are 0.50 inches (½ inch).

Attention: For more information, refer to:

• Employer Form W-2 Filing Instructions & Information: https://www.ssa.gov/employer/

• New IRS instructions for electronic filing requirements for Forms W-2: https://www.irs.gov/forms-pubs/new-electronic-filing-requirements-for-forms-w-2

• 2023 General Instructions for Forms W-2 and W-3: https://www.irs.gov/pub/irs-pdf/iw2w3.pdf

This enhancement requires the following files:

• cp81_bundle_CYE2023_001.zip

• DeltekCostpointMaintenanceRelease_8.1.25.5000.exe

• DeltekCostpointMaintenanceRelease_8.1.22.5012.exe

Costpoint now automatically calculates Federal Income Tax Withheld for Forms 1099-NEC and 1099-MISC. 

In the previous process, you must manually enter a negative amount for voucher lines which correspond to federal withholding tax, but the negative amounts are not included when calculating the amount for Box 4 of Forms 1099-NEC and 1099-MISC. You must then manually convert the negative amount to a positive amount on the Edit 1099 Information screen for the federal withholding tax to be correctly calculated when you print Forms 1099-NEC and 1099-MISC.

To simplify this process and eliminate manual adjustment, the Create 1099 Information screen has been updated to automatically process and calculate federal withholding tax amounts, and the Print/Create 1099s and Magnetic Media screen has been updated to automatically convert the negative federal withholding tax amounts and display them as positive values when you print 1099 forms or create magnetic media files.

The new 1099 Type, FEDMIS, has also been added to multiple screens for easier identification and tracking of miscellaneous federal withholding tax, while the existing FED type remains for non-employee compensation federal withholding tax.

The following Accounting screens have been updated to support these enhancements.

 

Manage Vendors (APMVEND)

In the 1099s group box, the Print 1099-MISC Form has been renamed to Print 1099 Form, and the new FEDMIS option has been added to the Type drop-down list. 

 

Manage Accounts Payable Vouchers (APMVCHR)

The new 1099 type, FEDMIS, has been added to the lookup of the 1099 Type field.

 

Manage Purchase Order Vouchers (POMPOVCH)

On the Account Distribution subtask, the new 1099 type, FEDMIS, has been added to the lookup of the 1099 Type field.

 

Manage Vendor History (APMVENDH)

The new 1099 type, FEDMIS, has been added to the lookup of the 1099 Type field of the Voucher Line table window.

 

Create 1099 Information (APP1099C)

This screen has been updated to automatically process and calculate federal withholding tax and include them in 1099 reports and printed forms, and to include partial payments, voided or reissued checks, and voucher discounts when calculating the Total 1099 Amount and Total Taxable Amount for the Taxable Entity or Pay Vendor, and Calendar Year you entered.

 

Edit 1099 Information (APM1099)

The new 1099 type, FEDMIS, has been added to the lookup of the 1099 Type field of the Edit 1099 Information Detail table window.

 

Print 1099 Edit Report (APR1099E)

This screen has been updated to display the following information on the 1099 Edit Report:

• Total Amount Paid for <Pay Vendor>: This is the total 1099 amount paid by the Taxable Entity to a specific vendor minus federal withholding taxes (FED and FEDMIS amounts).

• Total Federal WH Amount: This is the sum of all the amounts under the FED and FEDMIS 1099 types. This field always displays on the report even if the amounts are below the 1099 box threshold and the Include Vendors where payments are below the reportable amount checkbox is cleared. However, this field does not display if the FED or FEDMIS amount is zero.

If you selected Taxable Entity as the sorting method, a single Total Federal WH Amount displays for the Taxable Entity. If you selected Pay Vendor, the Total Federal WH Amount for each Pay Vendor displays on the report.

• Total Taxable Amount: This is the total amount paid for all 1099 types, including FED and FEDMIS amounts.

 

Print/Create 1099s and Magnetic Media (APR1099)

When you print 1099s or create magnetic media, Costpoint now uses either the FED or FEDMIS code to populate the 1099 forms or magnetic media, depending on the other options you select. In addition, you can no longer print or create 1099 magnetic media using the old formats and calculation methods for calendar years prior to 2023.

The following updates have been applied to the 1099 Types to Include group box to support the new 1099 calculation process when you create magnetic media with a File Code of NEW in the Issuer 'A' Record:

• If you select Non-Employee Compensation, Costpoint uses the FED (Federal Income Tax Withholding) code to populate field positions 91-102 for the B (Payee) Record and populates positions 70-87 of Record C with the sum of the amounts in positions 91-102 of the B (Payee) Record.

• If you select All Other Types, Costpoint uses the FEDMIS (Federal Income Tax Withholding) code to populate field positions 91-102 for the B (Payee) Record and populates positions 70-87 of Record C with the sum of the amounts in positions 91-102 of the B (Payee) Record.

The following updates have also been applied to the Print Format group box to support the new 1099 calculation process when you print 1099s:

• If you select 1099-MISC Standard or 1099-MISC Self-Mailer, Costpoint uses the FEDMIS (Federal Income Tax Withholding) code to populate Box 4 of Form 1099-MISC.

• If you select 1099-NEC or 1099-NEC Self-Mailer, Costpoint uses the FED (Federal Income Tax Withholding) code to populate Box 4 of Form 1099-NEC.

2023 Federal Poverty Level

The 2023 poverty guideline for the 48 contiguous states and the District of Columbia is $14,580.

Note: This update requires patch dbc_810_11051.

2023 Form 941 Updates

A draft of Form 941 for use in the first quarter of 2023 was issued by the Internal Revenue Service.

The Form 941, Employer’s Quarterly Federal Tax Return verbiage was updated as follows:

Section	Current	New
The text at the rightmost column of Lines 5a, 5a(i), 5a(ii)	*Include taxable qualified sick and family leave wages paid in 2022 for leave taken after March 31, 2021, and before October 1, 2021, on line 5a. Use lines 5a(i) and 5a(ii) only for taxable qualified sick and family leave wages paid in 2022 for leave taken after March 31, 2020, and before April 1, 2021.	*Include taxable qualified sick and family leave wages paid in this quarter for leave taken after March 31, 2021, and before October 1, 2021, on line 5a. Use lines 5a(i) and 5a(ii) only for taxable qualified sick and family leave wages paid in this quarter for leave taken after March 31, 2020, and before April 1, 2021.
Worksheet 1	Worksheet 1: Credit for Sick and Family Leave Wages for Leave Taken After March 31, 2020, and Before April 1, 2021	Worksheet 1. Credit for Qualified Sick and Family Leave Wages Paid This Quarter for Leave Taken After March 31, 2020, and Before April 1, 2021
Worksheet 2	Worksheet 2: Credit for Qualified Sick and Family Leave Wages Paid in 2022 for Leave Taken After March 31, 2021, and Before October 1, 2021	Worksheet 2: Credit for Qualified Sick and Family Leave Wages Paid This Quarter for Leave Taken After March 31, 2021, and Before October 1, 2021

The labels in the Print Quarterly Federal Payroll Tax Report were updated to reflect the changes to the Form 941.

Attention: For more information, refer to:

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

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

Affordable Care Act Updates

This Costpoint release provides the following ACA - 1095-C updates:

• Code 1A will only be assigned to employees on Line 14 of form 1095-C if the Qualifying Offer Method checkbox is selected on the Create 1094-C and 1095-C Data screen.

• An employee’s employment history is used to determine the Line 14 and Line 16 codes on form 1095-C. Because some clients track employment using the Affirmative Action Effective Date is Hire Date and Effective Date is Term Date checkboxes on the Manage Employee Salary Information screen, we added the ability to use those checkboxes when determining an employee’s employment history.

• An employee will now be eligible to receive a form 1095-C if they were offered and elected coverage in the year prior to their hire date. If an employee’s hire date is in the following year but elected self-insured coverage for one or more months of the calendar year being analyzed, code 1G would be entered on Line 14.

• An employee will now be eligible to receive a form 1095-C if they were offered and elected coverage in the year following their termination date. If an employee was terminated in the prior year but elected self-insured coverage for one or more months of the calendar year, code 1G would be entered on Line 14.

• The priority order for the Form 1095-C Line 14 codes will be updated.

• Code 1E will take priority over code 1K

1E. Minimum essential coverage providing minimum value offered to employee and at least minimum essential coverage offered to dependent(s) and spouse. Do not use code 1E if the coverage for the spouse was offered conditionally. Instead, use code 1K.

1K. Minimum essential coverage providing minimum value offered to employee; at least minimum essential coverage offered to dependents; and at least minimum essential coverage conditionally offered to spouse. (See Conditional offer of spousal coverage, earlier, for an additional description of conditional offers.)

• Code 1C and 1D will take priority over code 1K

1C. Minimum essential coverage providing minimum value offered to employee and at least minimum essential coverage offered to dependent(s) (not spouse).

1D. Minimum essential coverage providing minimum value offered to employee and at least minimum essential coverage offered to spouse (not dependent(s)). Do not use code 1D if the coverage for the spouse was offered conditionally. Instead, use code 1J.

• The priority order for the Form 1095-C Line 16 codes will be updated. 2D must be done before 2B and after all other codes. According to the IRS instructions, if an employee is in an initial measurement period, enter code 2D (employee in a section 4980H(b) Limited Non-Assessment Period) for the month, and not 2B (employee not a full-time employee).

This release also applies minor alignment adjustments that are necessary to accommodate the 2022 ACA Form 1094-C and 1095-C.

Create 1094-C and 1095-C Data (HBP109XC)

The Create 1094-C and 1095-C Data screen provides the following new options:

Field

Description

Employment History Source

Select one of the two methods of tracking an employee’s employment history with the company. Manage Employee Information: This option will use the Employment History subtask on the Manage Employee Information screen to determine whether an employee was employed for a given month. If you use this method of tracking employment history, select this option. Manage Employee Salary Information: Though it is not a common setup, some employers use the Affirmative Action Effective Date is Hire Date and Effective Date is Term Date settings on the HR Information tab of the Manage Employee Salary Information screen to track employment history. If you use this method of tracking employment history, select this option.

2022 Forms 1094-C/1095-C Updates

Costpoint now allows you to print 1094-C and 1095-C data on forms that will be accepted by the IRS for tax year 2022 filing. The 2022 PDF template file for 1094-C and 1095-C forms are now available in Costpoint, which will let you create PDF files with data for the calendar year 2022. You can then use the PDF files to print the forms on plain paper.

 

Print 1094-Cs (HBR1094C)

The Print 1094-Cs application now uses the 2022 1094-C PDF template file if you print for calendar year 2022.

 

Print 1094-C Forms with Data on Plain Paper

Use the Print 1094-Cs screen to print 1094-C forms on plain paper instead of on pre-printed forms. To print 1094-C forms on plain paper:

1. On the Print 1094-Cs screen, enter the selection ranges for the calendar year and taxable entity for the 1094-C Form.

2. In the Options group box, select the options for the report.

Field	Description
1094-C Type	Select Regular, Correcting, or Correcting 1095-Cs.
PDF File Options	Select One PDF File for all Taxable Entities if you want to create only one PDF file for all 1094-C forms. The generated PDF file will have the following file name format: 1094C_<Calendar Year>_<Timestamp>.pdf   Select One PDF File per Taxable Entity if you want to create a separate PDF file for each taxable entity so that only one 1094-C form is included in each file. The generated PDF file will have the following file name format: <Taxable Entity>_1094C_<Calendar Year>_<Timestamp>.pdf
File Location	Enter the location where to save the PDF files.

3. Select the Print 1094-C Forms with Data option from the Action Menu to generate 1094-C PDFs with data.

The application saves the forms as PDF files in the specified file location.

4. In a PDF reader, open the generated PDF files and review the data on the 1094-C forms.

5. Load your printer with the appropriate plain paper and print the forms using black ink. You must configure your printer settings to print the forms in actual size. If you opt to print the form on plain paper, you must use 8.5 x 11-inch plain paper.

 

Print 1095-Cs (HBR1095C)

The Print 1095-Cs screen provides the following updates:

• The application uses the 2022 1095-C PDF template file if you print for calendar year 2022.

• You now have the option to create the PDF file in portrait mode.

• You now have the following new option on the screen:

Field	Description
Exclude Instructions for Recipient (Portrait Orientation)	Select this checkbox if you want to exclude the Instructions to Recipient page in the PDF file. This option is applicable only for the portrait orientation of Form 1095-C. You must not select this checkbox if you are printing the PDF file to plain paper. However, you must select this checkbox if you are printing to a portrait blank stock with backer (with instructions at the back).

• The application now allocates two lines for the names in Part III – Covered Individuals.

• The existing Options for Printing Forms with User Data group box is now the Options for Printing Forms with Data group box.

 

Print 1095-C Forms with Data on Blank Stock or Plain Paper

Use the Print 1095-Cs screen to print 1095-C forms on blank stock or plain paper instead of on pre-printed forms. To print 1095-C forms on blank stock/plain paper:

1. On the Print 1095-Cs screen, enter the selection ranges for the 1095-C Form.

• Employee Name/Employee ID/Social Security Number/Home Organization/Mailing Address State/Mailing Address Postal Code/Locator Code

• Taxable Entities

• Calendar Year

2. In the Report Options group box, select the options for the report.

• 1095-C Type

• Orientation

• 1st Sort

• 2^nd Sort

• Print Test Pattern

• Truncate Payee Identification Numbers (Employer and Employees)

3. In the Options for Printing Forms with Data, select the applicable options and enter the PDF file location.

Field	Description
PDF File Options	Select One PDF File for all Employees if you want to create only one PDF file for all 1095-C forms. The generated PDF file will have the following file name format: 1095C_<Calendar Year>_<Timestamp>.pdf Select One PDF File per Employee if you want to create a separate PDF file for each employee so that only one 1095-C form is included in each file. The generated PDF file will have the following file name format: <Employee ID>_1095C_<Calendar Year>_<Timestamp>.pdf
File Location	Enter the location where to save the PDF files.
Exclude Instructions for Recipient (Portrait Orientation)	Select this checkbox if you want to exclude the Instructions to Recipient page in the PDF file. This option is applicable only for the portrait orientation of Form 1095-C. You must not select this checkbox if you are printing the PDF file to plain paper. However, you must select this checkbox if you are printing to a portrait blank stock with backer (with instructions at the back).

4. Select the Print 1095-C Forms with Data option from the Action Menu to generate 1095-C PDFs with data.

The application saves the forms as PDF files in the specified file location.

5. In a PDF reader, open the generated PDF files and review the data on the 1094-C forms.

6. Load your printer with the appropriate plain paper or blank stock and print the forms using black ink. You must configure your printer settings to print the forms in actual size. If you opt to print the form on plain paper, you must use 8.5 x 11-inch plain paper.

2023 Federal Income Tax Withholding

The 2023 federal income tax withholding methods were released by the Internal Revenue Service.

• The percentage method‘s tax brackets were adjusted.

• The annual additional amount, if the nonresident alien employee was first paid wages before 2020 and has not submitted a Form W-4 for 2020 or later, increases from 8,650 to $9,550.

• The annual additional amount, if the nonresident alien employee has submitted a Form W-4 for 2020 or later or was first paid wages in 2020 or later, increases from 12,950 to $13,850.

• The deductions in the W-4 Deductions Worksheet were updated.

• Head of Household: 20,800

• Married: 27,700

• Single: 13,850

• The ACA Safe Harbor Affordability Rate is 0.0912 (9.12%) for 2023.

To support the federal requirements, Costpoint adds updates to the following screens:

• Manage Federal Tax Tables

• Manage Federal Taxes

• Compute Payroll

Attention: For more information, refer to the following:

• Federal Income Tax Withholding: https://www.irs.gov/pub/irs-pdf/p15t.pdf

• W-4 Amounts: https://www.irs.gov/forms-pubs/about-form-w-4

• Safe Harbor Affordability Rate: https://www.irs.gov/pub/irs-drop/rp-22-34.pdf

Note: This update requires patch dbc_810_11039.

Affordable Care Act Updates

This Costpoint release provides the following ACA - 1095-C updates:

• Code 1A will be assigned only to employees on Line 14 of form 1095-C if the Qualifying Offer Method checkbox is selected on the Create 1094-C and 1095-C Data screen.

• An employee’s employment history is used to determine the Line 14 and Line 16 codes on form 1095-C. Because some clients track employment using the Affirmative Action Effective Date is Hire Date and Effective Date is Term Date checkboxes on the Manage Employee Salary Information screen, we added the ability to use those checkboxes when determining an employee’s employment history.

• An employee will now be eligible to receive a form 1095-C if they were offered and elected coverage in the year prior to their hire date. If an employee’s hire date is in the following year but elected self-insured coverage for one or more months of the calendar year being analyzed, code 1G would be entered on Line 14.

• An employee will now be eligible to receive a form 1095-C if they were offered and elected coverage in the year following their termination date. If an employee was terminated in the prior year but elected self-insured coverage for one or more months of the calendar year, code 1G would be entered on Line 14.

• The priority order for the Form 1095-C Line 14 codes will be updated.

• Code 1E will take priority over code 1K.

1E. Minimum essential coverage providing minimum value offered to employee and at least minimum essential coverage offered to dependent(s) and spouse. Do not use code 1E if the coverage for the spouse was offered conditionally. Instead, use code 1K.

1K. Minimum essential coverage providing minimum value offered to employee; at least minimum essential coverage offered to dependents; and at least minimum essential coverage conditionally offered to spouse. (See Conditional offer of spousal coverage, earlier, for an additional description of conditional offers.)

• Code 1C and 1D will take priority over code 1K.

1C. Minimum essential coverage providing minimum value offered to employee and at least minimum essential coverage offered to dependent(s) (not spouse).

1D. Minimum essential coverage providing minimum value offered to employee and at least minimum essential coverage offered to spouse (not dependent(s)). Do not use code 1D if the coverage for the spouse was offered conditionally. Instead, use code 1J.

• The priority order for the Form 1095-C Line 16 codes will be updated. 2D must be done before 2B and after all other codes. According to the IRS instructions, if an employee is in an initial measurement period, enter code 2D (employee in a section 4980H(b) Limited Non-Assessment Period) for the month, and not 2B (employee not a full-time employee).

This release also applies minor alignment adjustments that are necessary to accommodate the 2022 ACA Form 1094-C and 1095-C.

 

Create 1094-C and 1095-C Data (HBP109XC)

The Create 1094-C and 1095-C Data screen provides the following new options:

Field

Description

Employment History Source

Select one of the two methods for tracking an employee’s employment history with the company. Manage Employee Information: This option will use the Employment History subtask on the Manage Employee Information screen to determine whether an employee was employed for a given month. If you use this method of tracking employment history, select this option. Manage Employee Salary Information: Though not as common, some employers use Affirmative Action Effective Date is Hire Date and Effective Date is Term Date settings on the HR Information tab of the Manage Employee Salary Information screen to track employment history. If you use this method of tracking employment history, select this option.

2022 Federal ACA Electronic Filing Updates

Costpoint now provides the ability to generate manifest and data files that comply with the latest tax year 2022 schema for the UI transmission channel. This release applies the following updates for the Create 1094-C and 1095-C Electronic File screen to support the latest federal requirements:

• The software ID "22A0014924" for Calendar Year 2022 must be added.

• The tax year in all applicable namespaces must be updated to "ty22".

Attention: For more information, refer to:

• Release Memo for Tax Year 2022 Forms 1094-B, 1095-B, 1094-C, and 1095-C (irs.gov)

• Schema: https://www.irs.gov/pub/irs-schema/aca-schemas-ty2022-v1.zip

Note: This update requires patch dbc_810_11001.

2022 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_810_11006.

2022 FUTA Credit Reductions 

For 2022, employers in California, Connecticut, Illinois, and New York will be assessed a general FUTA credit reduction of 0.3% on wages paid to employees for work attributed to any of these states. The reduction will cause employers to pay an effective tax rate of 0.9% or up to $63 for each employee when applied to the federal unemployment-taxable wage base of $7,000.

Employers in the US Virgin Islands will be assessed a general FUTA credit reduction of 3.6% on wages paid to employees for work attributed to the territory. The reduction will cause employers in the US Virgin Islands to pay an effective federal unemployment tax rate of 4.2%, or up to $294 for each employee when applied to the federal unemployment-taxable wage base.

This Costpoint release adds records on the Manage Federal Taxes screen for the corresponding states:

State	Final 2022 FUTA Credit Reduction
California	0.3%
Connecticut	0.3%
Illinois	0.3%
New York	0.3%
US Virgin Islands	3.6%

Note: This update requires patch dbc_810_11019.

2023 Social Security Wage Base

The maximum amount of earnings subject to the Social Security tax increases from $147,000 to $160,200. To support the new limit, Costpoint adds a 2023 payroll year with an updated Social Security Wage Limit on the Manage Federal Taxes screen.

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

Note: This update requires patch dbc_810_11007.

2023 401(k) Limits

The IRS provided the following 401(k) updates for 2023:

• The salary deferral limit increased from $20,500 in 2022 to $22,500 in 2023.

• The annual compensation limit increased from $305,000 in 2022 to $330,000 in 2023.

To support the 2023 limits, Costpoint sets the 401(k) Deferral Limit to $22,500 and 401(k) Wage Limit to $330,000 for payroll year 2023 on the Manage Federal Taxes screen.

Attention: For more information, refer to:

• IRS website: https://www.irs.gov/retirement-plans/401k-plans-deferrals-and-matching-when-compensation-exceeds-the-annual-limit

• Notice 2022-55: https://www.irs.gov/pub/irs-drop/n-22-55.pdf

Note: This update requires patch dbc_810_11014.

2022 Form 1099-MISC Updates

The IRS released the 2022 updates to form 1099-MISC.

Note: The 1099-MISC updates discussed in this section are retrieved from the IRS 2022 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 has the new Box 13, which is assigned to the Foreign Account Tax Compliance (FATCA) filing requirement checkbox. Furthermore, the previous box numbers 13 to 17 have been renumbered to box numbers 14 to 18, respectively.

 

Print/Create 1099s and Magnetic Media

The Print/Create 1099s and Magnetic Media screen has been updated to accommodate the IRS 2022 updates to forms 1099-MISC and 1099-NEC. 

When you set the Calendar Year to 2022 and you print 1099s on this screen, the output displays using the 2022 format and layout for the 1099 forms.

The magnetic media format has also been updated according to the 2022 Specifications for Electronic Filing of Forms. 

Note: For details on the 2022 specifications for electronic filing, download the IRS Publication 1220 through this link: https://www.irs.gov/pub/irs-pdf/p1220.pdf.

2022 Additional Amount for Nonresident Alien Employees

The Compute Payroll application now supports the updated additional amount for a nonresident alien employee who has not submitted a Form W-4 for 2020 or later. The application will now use the following amounts in the withholding tax calculation of both federal and territory:

• Nonresident alien additional amount is 8,650 if the employee’s Form W-4 is 2019 or earlier, and check date is from tax year 2022.

• Nonresident alien additional amount is 8,250 if the employee’s Form W-4 is 2019 or earlier, and check date is within tax year 2021.

• Nonresident alien additional amount is 8,100 if the employee’s Form W-4 is 2019 or earlier, and check date is within tax year 2020.

2022 Form 941 Updates (DRAFT)

The draft Form 941, which has a March 2022 revision date, contained several changes when compared with the version in effect for the second through fourth quarters of 2021. The changes are the following:

• The note next to Lines 5a to 5d was revised to clarify the reporting of qualified paid sick and family leave wages. Qualified wages paid in 2022 for leave taken in the second and third quarters of 2021 are to be included in Line 5a. Lines 5ai and 5aii are to be used only for qualified leave wages paid in 2022 for leave taken after March 31, 2020, and before April 1, 2021.

• Lines 11c, 13d, 21, and 22, which were previously used to report amounts pertaining to the employee retention credit, were labeled “Reserved for future use” in the draft 2022 version. Lines 13h and 13i, which pertained to Form 7200 advances, were similarly labeled.

A draft of revised instructions for Form 941, Employer’s Quarterly Federal Tax Return, were released January 31 by the Internal Revenue Service. The changes are the following:

• The credits for qualified paid sick and paid family leave wages may be claimed only for wages paid for leave taken after March 31, 2020, and before Oct. 1, 2021. However, employers that pay qualifying wages in 2022 for leave taken in that time period still may claim the credit; Lines 11b, 11d, 13c, and 13e may be used only for this purpose.

• The COBRA premium assistance credit expired Sept. 30, 2021. However, employers still may claim the credit if an eligible person elected coverage in the first quarter of 2022 for periods between April 1 and Sept. 30, 2021.

• The worksheets that allowed employers to calculate the employee retention credit, formerly named Worksheets 2 and 4, were removed.

• The worksheet for calculating the credit for qualified leave wages for leave taken in the second and third quarters of 2021, formerly named Worksheet 3, was renamed Worksheet 2 and updated to remove lines that referred to the employee retention credit.

• The worksheet for calculating the COBRA premium assistance credit, formerly Worksheet 5, was renamed Worksheet 3.

Earlier versions of Form 941 may not be used for reporting in 2022.

 

Print Quarterly Federal Payroll Tax Report (PRRFDTAX)

When you enter 2022 or later in the Payroll Year field, the screen disables the fields in the Employee Retention Credit group box.

• Eligible for Employee Retention Credit check box

• Qualified health plan expenses field

• Qualified health plan expenses for Mar 13 – 31, 2020 field

The Quarterly Federal Payroll Tax Report features the following updates:

• The report uses a new layout if the screen start date is 01/01/2022 or later.

• The report prints the previous report layout if the screen start date falls on 04/01/2021 - 12/31/2021.

• The report prints the layout prior to 04/01/2021 if the screen start date falls before 04/01/2021.

The following changes are implemented in the new report:

• Federal 941 Data

• The employee retention credit (Line 11c, Line 13d) was removed.

• The label of Line 11d was updated to "Nonrefundable portion of credit for qualified sick and family leave wages for leave taken after March 31, 2021, and before October 1, 2021."

• The label of Line 13e was updated to "Refundable portion of credit for qualified sick and family leave wages for leave taken after March 31, 2021, and before October 1, 2021."

• Worksheet 1

• The Worksheet 1 label was updated to "Worksheet 1: Credit for Sick and Family Leave Wages for Leave Taken After March 31, 2020, and Before April 1, 2021."

• Worksheet 2 (This is Worksheet 3 in the previous report layout.)

• The Worksheet 2 label was updated to "Worksheet 2: Credit for Qualified Sick and Family Leave Wages Paid in 2022 for Leave Taken After March 31, 2021, and Before October 1, 2021."

• The employee retention credit lines (2n, 2q) were removed.

• Line 2p will now contain the nonrefundable portion of credit, which is now the smaller of 1f or 2m.

• Line 2q will now contain the refundable portion of credit, which is now 2m-2p.

• Worksheet 3 (This is Worksheet 5 in the previous report layout.)

• The Worksheet 3 label was updated to "Worksheet 3: COBRA Premium Assistance Credit."

• The employee retention credit lines (2d, 2e) were removed.

• Line 2d will now subtract 2c from 1g (1g - 2c).

• Line 2e will now contain the nonrefundable portion of COBRA premium assistance credit, which is now the smaller of 2a or 2d.

• Line 2f will now contain the refundable portion of COBRA premium assistance credit, which is now 2a-2e.

2022 Federal Tax Tables

The IRS finalized Publication 15-T-Federal Income Tax Withholding Methods. The following are the updates:

• The IRS updated their percentage method tables effective January 1, 2022.

• The following deduction amounts from the W-4 Step 4(b)—Deductions Worksheet have been updated:

• $12,950 for single individuals

• $25,900 for married couples filing jointly

• $19,400 for heads of households

• The annual amount to add to the wages of nonresident alien employees is to be $12,950 when calculating withholding from Forms W-4 filed in 2020 and later.

• The safe harbor affordability rate decreases to 9.61% in 2022.

Attention: For more information, refer to: https://www.irs.gov/pub/irs-pdf/p15t.pdf.

Note: This enhancement requires patch dbc_810_10793.

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 Federal Social Security Wage Base

The Social Security (Old-Age, Survivors, and Disability Insurance) taxable wage base increases from $142,800 to $147,000 for 2022.

Note: This enhancement requires patch dbc_810_10751.

This Costpoint release adds tax table records effective January 1, 2025 on the Manage State Taxes

screen for states where the unemployment-taxable wage base has been updated for tax year 2025.

 

Connecticut

The unemployment-taxable wage base increases from $25,000 to $26,100.

 

Colorado

The unemployment-taxable wage base increases from $23,800 to $27,200.

 

Missouri

The unemployment-taxable wage base decreases from $10,000 to $9,500.

 

Vermont

The unemployment-taxable wage base increases from $14,300 to $14,800.

 

This enhancement requires the following:

• cp81_bundle_CYE2023_003.zip

• cp81_bundle_CYE2024_001.zip

• cp81_dbc_810_11301_001.zip

• Deltekcostpointmaintenancerelease_8.1.23.5001.exe

California provided the following tax updates effective January 1, 2025:

• The annual low income exemption threshold increases to $18,368 or $36,736, up from $17,769 or $35,538, depending on the employee’s filing status and, for married employees, the number of allowances claimed.

• The annual standard deduction increases to $5,540 or $11,080, up from $5,363 or $10,726, depending on the employee’s filing status and, for married employees, the number of allowances claimed.

• The value of a state allowance increases from $158.40 to $163.90 annually.

• The tax rates used in Method B continue to range from 1.1% to 14.63%. Tax brackets in Method B were adjusted.

To support the state requirements, this update adds records to the following screens:

• Manage State Standard Deductions (PRMSSD)

• Manage State Tax Tables (PRMSTT)

• Manage State Tax Withholding Adjustments (PRMSTAC)

• Manage State Taxes (PRMSTI)

This enhancement requires the following:

• cp81_bundle_CYE2024_001.zip

• DeltekCostpointMaintenanceRelease_8.1.23.5001.exe

Currently, there is no indication when the District of Columbia will transition to the new file format (DCETS Wage File Format) from the old ESSP Wage File Format. For now, the Costpoint Create Quarterly SUTA Tax File screen has been updated to continue supporting the ESPP Wage File Format.

Prior to this release, the new DCETS Wage File Format was scheduled to be automatically supported in Costpoint for payroll year 2025. Since the DCETS Wage File Format is yet to be implemented, this release updates Costpoint so that the new format will not be applied automatically in 2025.

This enhancement requires the following:

• cp81_bundle_CYE2024_001.zip

• DeltekCostpointMaintenanceRelease_8.1.23.5001.exe

Iowa released the individual income tax withholding formula effective January 1, 2025. The updated formula includes the following changes:

• A flat rate of 3.8% will be used

• The standard deduction will now depend on the following:

• The version of the state’s withholding certificate an employee has filed.

• The employee’s filing status (previously the amount of state allowances claimed).

Attention: For more information, see: https://revenue.iowa.gov/media/61/download?inline

 

State Filing Status Table

The State Filing Status table was updated:

• A new filing status MARRIED FILE JOINT DUAL INCOME (Married filing jointly, spouse with earned income) was added.

• The description of MARRIED filing status was updated to “Married filing jointly, spouse no earned income.”

To support the state requirements, this update adds records to the following screens:

• Manage State Standard Deductions (PRMSSD)

• Manage State Tax Tables (PRMSTT)

• Manage State Tax Withholding Adjustments (PRMSTAC)

• Manage State Taxes (PRMSTI)

 

This enhancement requires the following:

• cp81_bundle_CYE2024_001.zip

• DeltekCostpointMaintenanceRelease_8.1.23.5001.exe

Kentucky released the 2025 withholding tax formula. The standard deduction increases from $3,160 to $3,270.

Attention: For more information, see: https://revenue.ky.gov/Forms/Withholding%20Computer%20Formula.pdf

To support the state requirements, this update adds records to the following screens:

• Manage State Standard Deductions (PRMSSD)

• Manage State Tax Tables (PRMSTT)

• Manage State Tax Withholding Adjustments (PRMSTAC)

• Manage State Taxes (PRMSTI)

This enhancement requires the following:

• cp81_bundle_CYE2024_001.zip

• DeltekCostpointMaintenanceRelease_8.1.23.5001.exe

Maine provided following state tax updates effective 01/01/2024:

• The value of a state allowance increases from $5,000 to $5,150.

• The maximum standard deduction increased from $11,750 to $12,150 for single employees and from $26,350 to $27,150 for married employees.

• The standard deduction decreases according to a formula for single employees who earn more than $100,000 annually, up from $97,150, or for married employees who earn more than $200,050 annually, up from $194,300.

• The deduction reaches zero when a single employee earns at least $175,000 annually, up from $172,150, or when a married employee earns at least $350,050 annually, up from $344,300.

• The tax brackets used in the percentage method were also adjusted.

Attention: For more information, see: https://www.maine.gov/revenue/sites/maine.gov.revenue/files/inline-files/25_wh_tab_instr.pdf

To support the state requirements, this update adds records to the following screens:

• Manage State Taxes (PRMSTI)

• Manage State Tax Withholding Adjustments (PRMSTAC)

• Manage State Standard Deductions (PRMSSD)

• Manage State Tax Tables (PRMSTT)

This enhancement requires the following:

• cp81_bundle_CYE2023_003.zip

• cp81_bundle_CYE2024_001.zip

• cp81_dbc_810_11301_001.zip

• Deltekcostpointmaintenancerelease_8.1.23.5001.exe

Missouri provided following state tax updates effective 01/01/2025:

•  The withholding formula uses tax rates of zero to 4.7%, instead of the previous range of zero to 4.8%.

• The state’s standard deductions have increased for all filing statuses.

• The state’s supplemental tax rate decreases to 4.7%.

Attention: For more information, see: https://dor.mo.gov/forms/Withholding%20Formula_2025.pdf

To support the state requirements, this update adds records to the following screens:

• Manage State Standard Deductions (PRMSSD)

• Manage State Tax Tables (PRMSTT)

• Manage State Tax Withholding Adjustments (PRMSTAC)

• Manage State Taxes (PRMSTI)

This enhancement requires the following:

• cp81_bundle_CYE2024_001.zip

• DeltekCostpointMaintenanceRelease_8.1.23.5001.exe

Nebraska provided following state tax updates effective 01/01/2025:

• The annual state allowance increases from $2,250 to $2,360.

• The tax brackets have been adjusted and with tax rate range of zero to 5.37%, instead of the previous range of zero to 6.10%.

Attention: For more information, refer to: https://revenue.nebraska.gov/sites/default/files/doc/business/Cir_En_2024/2025cir_en_whole.pdf

To support the state requirements, this update adds records to the following screens:

• Manage State Standard Deductions (PRMSSD)

• Manage State Tax Tables (PRMSTT)

• Manage State Tax Withholding Adjustments (PRMSTAC)

• Manage State Taxes (PRMSTI)

This enhancement requires the following:

• cp81_bundle_CYE2024_001.zip

• DeltekCostpointMaintenanceRelease_8.1.23.5001.exe

Starting with the fourth quarter 2024 tax filing (period ending 12/31/24, due 1/31/25), the New Hampshire Employment Security revised the wage filing requirements. All wage entries must now include the employee's full first name. This change does not affect Electronic Wage submissions using the Federal Format.

Old NHES Format	New NHES Format
All data records must be a fixed length of 47 bytes. Each record shall contain the following data elements:	All data records must be a fixed length of 62 bytes. Each record shall contain the following data elements:
Name of Employee The name of the Employee must be limited to and recorded as a 20 byte alphanumeric field as follows: Left Justified Fill all unused positions with blanks No punctuation (commas, periods, hyphens) Leading titles must be omitted from the name field. Any leading letters (O, D, etc.) must not be separated from the rest of the surname by a blank but may be separated by an apostrophe. The name will be format­ted with surname first. Do not use lower case letters. Sr, Jr, and numeric designation must follow the first name. Examples: JONES H D JONES HOWARD D OCONNELL MARY O’CONNELL M JONES HOWARD JR SMITH SAMUEL III	Name of Employee The name of the Employee must be limited to and recorded as a 35 byte alphanumeric field as follows: Left Justified Fill all unused positions with blanks No punctuation (comma, periods, hyphens) Leading title must be omitted from the name field. Any leading letters (O, D, etc.) must not be separated from the rest of the surname by a blank but may be separated by an apostrophe. The name will be formatted with surname first. Do not use lower case letters. Sr, Jr, and numeric designation must follow the first name. Examples: JONES HOWARD D OCONNELLPARKER MARY JONES HOWARD JR SMITH SAMUEL III

Attention: For more information, see: https://www.nhes.nh.gov/ .

Create Quarterly SUTA Tax File (PRPSMM)

When you create a SUTA tax file for New Hampshire, the position and/or format of Name of Employee, Gross Wages Paid, and Employer Acct No fields will now be based on the Q4 2024 NHES format.

• cp81_bundle_CYE2024_001.zip

• deltekcostpointmaintenancerelease_8.1.22.5012.exe

New Mexico provided following state tax updates effective 01/01/2025:

• The lowest nonzero tax rate used in the formula decreases from 1.7% to 1.5%, while the highest rate remained 5.9%.

• The tax brackets used in the percentage method were also adjusted.

Attention: For more information, see: https://www.tax.newmexico.gov/all-nm-taxes/current-historic-tax-rates-overview/withholding-tax-rates/

To support the state requirements, this update adds records to the following screens:

• Manage State Standard Deductions (PRMSSD)

• Manage State Tax Tables (PRMSTT)

• Manage State Tax Withholding Adjustments (PRMSTAC)

• Manage State Taxes (PRMSTI)

This enhancement requires the following:

• cp81_bundle_CYE2024_001.zip

• DeltekCostpointMaintenanceRelease_8.1.23.5001.exe

 

South Carolina provided following state tax updates effective 01/01/2025:

• The value of a state allowance increases from $4,610 to $4,860.

• The maximum standard deduction increases from $6,925 to $7,300.

• The tax brackets used in the percentage method were also adjusted, with 6.2% as the highest rate, from 6.4%.

To support the state requirements, this update adds records to the following screens:

• Manage State Taxes (PRMSTI)

• Manage State Tax Withholding Adjustments (PRMSTAC)

• Manage State Standard Deductions (PRMSSD)

• Manage State Tax Tables (PRMSTT)

Attention: For more information, see:https://dor.sc.gov/forms-site/Forms/WH1603F_2025.pdf

This enhancement requires the following:

• cp81_bundle_CYE2024_001.zip

• DeltekCostpointMaintenanceRelease_8.1.23.5001.exe

This Costpoint release adds tax table records effective January 1, 2025 on the Manage State Taxes screen for states where the unemployment-taxable wage base has been updated for tax year 2025.

 

Delaware

The unemployment-taxable wage base increases from $10,500 to $12,500.

 

Iowa

The unemployment-taxable wage base increases from 38,200 to $39,500.

 

Nevada

The unemployment-taxable wage base increases from $40,600 to $41,800.

 

New Jersey

The unemployment-taxable wage base increases from $42,300 to $43,300.

 

New York

The unemployment-taxable wage base increases from $12,500 to $12,800.

 

Washington

The unemployment-taxable wage base increases from $68,500 to $72,800.

 

This enhancement requires the following:

• cp81_bundle_CYE2023_003.zip

• cp81_dbc_810_11501_001.zip

• DeltekCostpointMaintenanceRelease_8.1.22.5012.exe

In 2023, Alabama passed a law exempting overtime compensation from state income taxes from Jan. 1, 2024, to June 30, 2025. The exemption applies to overtime compensation paid during the exemption period to employees paid on an hourly basis for work performed in excess of 40 hours in a week.

Starting October 1, the exemption will instead apply to any overtime compensation provided in accordance with the Fair Labor Standards Act (FLSA), under HB 407. This change will remain in effect until the exemption expires on June 30, 2025.

HB 407 also amends employer reporting requirements to conform with the exemption modification.

 

Export Payroll Taxes (PRPEXTAX)

The Export Payroll Taxes application will now report overtime exempt wages in the STEE tax type to use the FLSA rule effective Oct 1, 2024. The following fields were updated for this functionality:

• Field 88: CHECK Alabama Overtime Exempt Wages

• Field 89: QTD Alabama Overtime Exempt Wages

• Field 90: YTD Alabama Overtime Exempt Wages

 

Print State Overtime Wages Report (PRRSOTW)

When reporting Alabama’s overtime paid beginning October 1, 2024, the Print State Overtime Wages Report will include only employees with an FLSA Classification of Non-Exempt on the Manage Employee Salary Information screen regardless of their rate type. In addition, the employee eligibility on the Manage Pay Types screen shall no longer be checked.

 

This enhancement requires the following:

• cp81_prpextax_003.zip

• cp81_prrsotw_004.zip

• cp81_bundle_cye2023_003.zip

• deltekcostpointmaintenancerelease_8.1.22.5012.exe

For the tax year beginning on or after January 1, 2024, through June 30, 2025, overtime pay received by a full-time hourly wage paid employee for hours worked above 40 in any given week is excluded from gross income and therefore exempt from Alabama state income tax.

To support the reporting of exempt overtime wages of Alabama, Costpoint can now report exempt overtime wage in Box 14 of employees Form W-2 using “EX OT” as the indicator, for example, EX OT $15,250.

Attention: For more information, see: https://www.revenue.alabama.gov/individual-corporate/overtime-exemption/.

 

Create W-2 Table (PRPCW2)

The application now calculates Alabama’s exempt overtime amount based on Alabama’s earnings records where overtime pay type is configured to be exempt from Alabama's income tax. The calculated amount will be reported in Box 14 using “EX OT” code.

The application will now format the Tax ID retrieved from Configure Company Information to 00-00000000 and display an error message if the Tax ID is not nine digits.

 

Manage W-2s (PRMW2)

The Box 14 subtask on the Manage W-2s screen now contains the following tabs:

• Box 14 Lines 1-5: This tab has the same information as the original Box 14 subtask, which includes the following fields:

• Line 1

• Line 2

• Line 3

• Line 4

• Line 5

• Description

• Amount

• Other Box 14 Information: This tab has the new box 14 fields for Alabama exempt overtime wages.

• Covid-19 Box 14: This tab has the same information and layout as the original COVID-19 Box 14 subtask, which has been removed from the main screen.

 

Manage W-2Cs (PRMW2C)

The Box 14 subtask on the Manage W-2Cs screen now contains the following tabs:

• Box 14 Lines 1-5: This tab has the same information as the original Box 14 subtask, which includes the following fields for previously reported and corrected information:

• Line 1

• Line 2

• Line 3

• Line 4

• Line 5

• Description

• Amount

• Other Box 14 Information: This tab has the new box 14 fields for Alabama exempt overtime wages for previously reported and corrected information.

• COVID-19 Box 14: This tab has same information and layout for previously reported and corrected information as the original COVID-19 Box 14 subtask, which has been removed from the main screen.

 

Print W-2s (PRRW2)

The application now includes exempt overtime wages in box 14 if you print W-2s for Alabama.

 

Print W-2 Summary Report (PRRW2R)

The application adds the new fields in the corresponding reports:

• W-2 Summary Report - Box 14 – Line 5

• Box 14 – Alabama exempt overtime wages

• W-2c Summary Report - Box 14 – Line 5 (Corrected)

• Box 14 – Alabama exempt overtime wages (Previously Reported)

• Box 14 – Alabama exempt overtime wages (Corrected)

 

W-2s (ESMELECW2)

If applicable, the employee’s W-2 will now report Alabama’s exempt overtime amount in Box 14 using the EX OT code.

 

Export Payroll Taxes (PRPEXTAX)

The application now includes Alabama’s exempt overtime wages box 14 information from the Box 14 record on the Manage W-2 and Manage W-2c screens.

 

Print Data Dictionary Report (SYRDD)

The Print Data Dictionary Report now provides information for the following fields added in the corresponding tables for this enhancement:

Table	New Columns
FED_W2_FILE	BOX14_AL_OT_PAY_CD (Alabama Exempt Overtime Wages Box 14 Cod) BOX14_AL_OT_PAY_AMT (Alabama Exempt Overtime Wages Box 14 Amount)
FED_W2C_FILE	PREV_BOX14_AL_OT_PAY_CD (Previous Alabama Exempt Overtime Wages Box 14 Code) PREV_BOX14_AL_OT_PAY_AMT (Previous Alabama Exempt Overtime Wages Box 14 Amount) BOX14_AL_OT_PAY_CD (Corrected Alabama Exempt Overtime Wages Box 14 Code) BOX14_AL_OT_PAY_AMT (Corrected Alabama Exempt Overtime Wages Box 14 Amount)

 

This enhancement requires the following:

• cp81_bundle_cye2023_003.zip

• cp81_dbc_810_11396_001.zip

• cp81_esmelecw2_006.zip

• cp81_prmw2_003.zip

• cp81_prmw2c_004.zip

• cp81_prpcw2_004.zip

• cp81_prpextax_003.zip

• cp81_prrw2_010.zip

• cp81_prrw2r_001.zip

• Deltekcostpointmaintenancerelease_8.1.23.5001.exe

Illinois enacted the Transportation Benefits Program Act, effective January 1, 2024, which requires certain employers in specific geographic areas to provide pre-tax commuter benefits to covered employees. To support the state requirements, Costpoint adds a new TRANS (Transportation Benefit) deduction type which employers can use for Illinois Transportation Benefits Program Act and for other similar commuter benefits program of other states.

Attention: For more information, https://www.ilga.gov/legislation/ilcs/ilcs3.asp?ActID=4428&ChapterID=68.

 

Manage Deductions (PRMDED)

You can now select the TRANS (Transportation Benefit) deduction type from the Deduction Type field.

 

This enhancement requires the following files:

• cp81_dbc_810_11416_001.zip

• deltekcostpointmaintenancerelease_8.1.22.5012.exe

Kansas revised the Withholding Tax Guide to reflect the following changes effective July 1, 2024:

• The tax brackets have been updated to zero, 5.2%, and 5.58%, instead of four tax brackets of zero, 3.1%, 5.25%, and 5.7%.

• The withholding allowance amounts will now depend on the employee’s filing status.

• Married filing jointly: $18,320

• Married filing separately: $9,160

• Single: $9,160

• Head of Household: $9,160

• An additional allowance of $2,320 annually can be claimed by all statuses for each dependent.

Attention: For more information, see: https://www.ksrevenue.gov/pdf/kw100.pdf

To support the state requirements, this release adds records on the following screens:

• Manage State Standard Deductions (PRMSSD)

• Manage State Tax Tables (PRMSTT)

• Manage State Tax Withholding Adjustments (PRMSTAC)

• Manage State Taxes (PRMSTI)

This enhancement requires the following:

• cp81_dbc_810_11462_001.zip

• cp81_dbc_810_11301_001.zip, cp81_bundle_CYE2023_003.zip

• DeltekCostpointMaintenanceRelease_8.1.22.5012.exe

Maine Revenue Services updated the specifications and instructions for electronically filing original wage and withholding information (Forms W-2) with Maine Revenue Services (MRS). This includes the following RS Record Changes for Tax Year 2024:

• Employee Zip Code Extension will be reported in positions 146-149.

• Blank location changed to 150-154.

• Foreign State/Province will be reported in positions 155-177.

• Foreign Postal Code will be reported in positions 178-192.

Previously (Tax Year 2023), RS record, positions 146-192 were blank.

To support the state requirements, this release updates the Create State W-2 File screen.

Attention: For more information, refer to: https://www.maine.gov/revenue/sites/maine.gov.revenue/files/inline-files/W-2_2024_Final_Specifications.pdf.

This enhancement requires the following:

• cp81_bundle_cye2023_003.zip

• cp81_prpw2s_003.zip

• DeltekCostpointMaintenanceRelease_8.1.23.5001.exe

An updated Nevada State Wage Record (RS32WAGE) with document revision date of June 2024 has been posted in Nevada’s UI website. Based on the updated file format, the out-of-state information shall now be reported in RS record, position 360-373.

Attention: For more information, see:

• RS32WAGE Record: https://ui.nv.gov/PDFS/EFW2_CodeRS32WAGEOOS.pdf

• All Records: https://ui.nv.gov/ESSHTML/electronic_specs.htm

 

Create Quarterly SUTA Tax File (PRPSMM)

The application now includes out-of-state information in the RS32WAGE record of Nevada's EFW2 file.

• Out-of-State State Code in Location 360-361

• Total Out-of-State Gross Wages in Location 362-373

 

This enhancement requires the following:

• cp81_bundle_cye2023_003.zip

• cp81_prpsmm_006.zip

• deltekcostpointmaintenancerelease_8.1.22.5012.exe

The 2024 Vermont Specifications for Electronic W-2 (EFW-2) Filing has been updated. The employee's contribution to the Child Care Contribution will be reported in RS record, position 338-348.

Attention: For more information, refer to: https://tax.vermont.gov/sites/tax/files/documents/GB-1118.pdf.

To support the state requirements, this release updates the Create State W-2 File screen.

This enhancement requires the following:

• cp81_bundle_CYE2023_003.zip

• cp81_prpw2s_003.zip

• DeltekCostpointMaintenanceRelease_8.1.23.5001.exe

Arkansas updated their Withholding Tax Formula Method effective January 1, 2024. The following are the updates:

• The highest rate decreased to 3.9%, and the tax brackets have been adjusted.

• The supplemental withholding rate decreased to 3.9%.

Attention: For more information, see:

• https://www.dfa.arkansas.gov/images/uploads/incomeTaxOffice/whformula_2024.pdf

• https://www.dfa.arkansas.gov/images/uploads/incomeTaxOffice/withholdInstructions.pdf

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

• Manage State Tax Tables (PRMSTT)

• Manage State Taxes (PRMSTI)

This enhancement requires the following:

• cp81_bundle_CYE2023_003.zip

• cp81_dbc_810_11458_001.zip

• DeltekCostpointMaintenanceRelease_8.1.22.5012.exe

Georgia revised the 2024 Employer’s Tax Guide and provided the following additional changes. The changes are effective July 1, 2024, but retroactive to taxable years beginning on or after January 1, 2024:

• The state’s flat tax rate decreased from 5.49% to 5.39%.

• The dependent allowance increased from $3000 to $4000.

• The graduated tax rates used for supplemental wages were replaced by a flat tax rate of 5.39%.

 

Percentage Method for Employee Withholding

Use these instructions to calculate employee withholding using the percentage method.

1. Subtract from the taxable wages the applicable standard deduction as indicated in column (1) - (3) of Table F.

2. If employees claim dependents, subtract from the amount arrived at in (1) the appropriate dependent amount as set out in column (4) of Table F.

3. Multiply the amount arrived in (2) by 5.39%.

4. If zero exemption is claimed, subtract the standard deduction only.

Attention: For more information, see https://dor.georgia.gov/employers-tax-guide.

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

• Manage State Tax Tables (PRMSTT)

• Manage State Tax Withholding Adjustments (PRMSTAC)

• Manage State Taxes (PRMSTI)

This enhancement requires the following:

• cp81_bundle_CYE2023_003.zip

• cp81_dbc_810_11434_001.zip

• DeltekCostpointMaintenanceRelease_8.1.22.5012.exe

The Idaho State Tax Commision posted an update to the 2024 table for percentage computation method of withholding. The updates are:

• The flat tax rate decreased from 5.8% to 5.695%.

• The zero-percent tax bracket’s upper threshold increased from $13,850 to $14,600 for single employees and heads of households, and from $27,700 to $29,200 for married employees.

• The tax rate for supplemental payments decreased from 5.8% to 5.695%.

• The value of Idaho Child Tax Credit Allowance increased from $3,534 to $3,600 annually.

Note: The commission’s website states that you do not need to retroactively adjust withholding to the start of the year. You just need to use the new table moving forward.

Attention: For more information, see:

• Tables: https://tax.idaho.gov/wp-content/uploads/pubs/EPB00744/EPB00744_05-21-2024.pdf

• ICTCAT: https://tax.idaho.gov/taxes/income-tax/withholding/computing/

To support the state requirements, this release adds records on the following screens:

• Manage State Standard Deductions (PRMSSD)

• Manage State Tax Tables (PRMSTT)

• Manage State Tax Withholding Adjustments (PRMSTAC)

• Manage State Taxes (PRMSTI)

This enhancement requires the following:

• cp81_bundle_CYE2023_003.zip

• cp81_dbc_810_11301_001.zip

• cp81_dbc_810_11426_001.zip

• DeltekCostpointMaintenanceRelease_8.1.22.5012.exe

Ohio updated the state’s withholding methods effective July 1, 2024. The highest tax rate used in Ohio’s withholding methods decreased from 4.41% to 3.8%.

To support the state requirements, this release adds records on the following screens:

• Manage State Standard Deductions (PRMSSD)

• Manage State Tax Tables (PRMSTT)

• Manage State Tax Withholding Adjustments (PRMSTAC)

• Manage State Taxes (PRMSTI)

This enhancement requires the following:

• cp81_bundle_CYE2023_003.zip

• cp81_dbc_810_11301_001.zip

• cp81_dbc_810_11426_001.zip

• DeltekCostpointMaintenanceRelease_8.1.22.5012.exe

Utah revised the tables in Publication 14, Withholding Tax Guide, to reflect the following changes effective June 1, 2024:

• The tax rate decreased from 4.65% to 4.55%.

• The base allowance used in the formulas increased from $415 to $440 for single employees, or from $830 to $880 for married employees.

• The amounts subtracted from wages in the formulas increased from $8,371 to $8,826 for single employees, or from $16,742 to $17,652 for married employees.

Attention: For more information, see https://tax.utah.gov/forms/pubs/pub-14.pdf.

To support the state requirements, this release adds/updates records on the following screens:

• Manage State Standard Deductions (PRMSSD)

• Manage State Tax Tables (PRMSTT)

• Manage State Tax Withholding Adjustments (PRMSTAC)

This enhancement requires the following:

• cp81_bundle_CYE2023_003.zip

• cp81_dbc_810_11301_001.zip

• cp81_dbc_810_11440_001.zip

• DeltekCostpointMaintenanceRelease_8.1.22.5012.exe

The Employer’s Guide to Wage Report and Payment File Specifications has been updated, and the following are the changes in the March 2024 edition of the Employer EFW2 Format from the October 2023 edition:  

• Employer FEIN has been added to the RE record, location 19-27, and tagged as a required field.

• All instances of “Employer ID” have been renamed to “10-digit NCDES employer ID.”

• The following fields are no longer tagged as required:

• RW 199-209 OOS Wage Amt

• RW 338 12th of the Month – Month 1

• RW 339 12th of the Month – Month 2

• RW 340 12th of the Month – Month 3

Attention: For more information, see: Employer’s Guide to Wage Report and Payment File Specifications (March 2024).

 

Create Quarterly SUTA Tax File (PRPSMM)

The application now reports the employer FEIN in positions 19-27 on the RE Record.

 

Manage SUTA Tax File Data (PRMSMM)

The Reporting ID/UI Account Number field can now accommodate up to 10 digits for North Carolina.

 

This enhancement requires the following:

• cp81_prmsmm_004.zip

• cp81_prpsmm_005.zip

• cp81_bundle_cye2023_003.zip

• deltekcostpointmaintenancerelease_8.1.22.5012.exe

A new code II for box 12 was added for reporting Medicaid waiver payments not included in box 1 of the W-2, under IRS Notice 2014-7.

Attention: For more information, see: http://www.irs.gov/pub/irs-pdf/iw2w3.pdf

 

Manage W-2s (PRMW2)

You can now select code II (Medicaid waiver payments excluded from gross income under Notice 2014-7) from the Code field on the Box 12 subtask.

 

Manage W2Cs (PRMW2C)

You can now select code II (Medicaid waiver payments excluded from gross income under Notice 2014-7) from the Previously Reported Code and Correct Information Code fields on the Box 12 subtask.

 

Print W-2s (PRRW2)

The application prints box 12 code II if this code is listed in employee’s W-2/W-2c.

 

Print W-2 Summary Report (PRRW2R)

The application prints box 12 code in the following reports if the code is listed in the employee’s W-2/W-2c:

• Box 12 – Code II in the W-2 Summary Report.

• Box 12 – Code II (Previously Reported) in the W-2c Summary Report

• Box 12 – Code II (Corrected) in the W-2c Summary Report

 

This enhancement requires the following:

• cp81_dbc_810_11390_001.zip

• DeltekCostpointMaintenanceRelease_8.1.22.5012.exe

Costpoint adds the ability to create quarterly state unemployment tax files for the Maine Department of Labor’s ReEmployME system. Electronic filing is an option provided by the state, but it is currently not required.

Attention: For more information, see: ReEmployME File Formatting Specifications for Electronic Transmittal of Quarterly Unemployment Contributions and Wage Reporting.

 

Manage SUTA Tax File Data (PRMSMM)

You can now enter ME (Maine) in the SUTA State field. The screen enables the following fields:

• Contact Name

• Telephone Number

• Ext

• Reporting ID/UI Account Number

 

Create Quarterly SUTA Tax File (PRPSMM)

You can now generate quarterly state unemployment tax files for Maine. The application will use the Maine quarterly SUTA file layout for the file creation process.

The labels of the following fields were updated to accommodate the Unemployment Program Administrative Fund (UPAF) Assessment Rate and Competitive Skills Scholarship Fund (CSSF) Assessment Rate.

Field	Description
Surcharge / SCUF / UPAF Rate	Enter the unemployment insurance (UI) surcharge rate, the Service Capacity Upgrade Fund (SCUF) rate, or the Unemployment Program Administrative Fund (UPAF) Assessment Rate for the year being reported. This value will be reported in Record T in the electronic file. This field is applicable if you are creating a file for KY (Kentucky) or ME (Maine).
EAF / Rate	Enter the Employment Administration Fund (EAF) Tax Rate or Competitive Skills Scholarship Fund (CSSF) Assessment Rate to be reported in Record T in the electronic file. This field is applicable if you are creating a file for MT (Montana), WA (Washington), or ME (Maine).

 

This enhancement requires the following:

• cp81_bundle_cye2023_003.zip

• cp81_prmsmm_003.zip

• cp81_prpsmm_004.zip

• DeltekCostpointMaintenanceRelease_8.1.22.5012.exe

Virginia updated its formula for computing tax to be withheld effective for wages paid after April 1, 2024, for taxable year 2024 and after filers. The standard deduction increased from $8,000 to $8,500.

Attention: For more information, refer to https://www.tax.virginia.gov/sites/default/files/vatax-pdf/employer-withholding-tables.pdf.

This enhancement requires the following:

• cp81_dbc_810_11301_001.zip

• cp81_dbc_810_11372_001.zip

• DeltekCostpointMaintenanceRelease_8.1.22.5012.exe

California Pay Data Reporting requirements were updated for the 2023 reporting year due May 8, 2024. Employers must now report whether employees worked remotely during the snapshot period. The new data to be reported includes:

• Number of employees that do not work remotely

• Number of remote employees located within California

• Number of remote employees located outside of California

For Labor Contractor Employee Reports, reporting “unknown” race/ethnicity or sex of a labor contractor employee is no longer permitted.

Attention: For more information, see: https://calcivilrights.ca.gov/wp-content/uploads/sites/32/2021/01/CA-Pay-Data-Reporting-User-Guide.pdf

 

Print EEO-1 Report (HAREEO1)

The Payroll Employee Report and the Labor Contractor Employee Report for California Pay Data now display the following:

• Number of employees that do not work remotely

• Number of remote employees located within California

• Number of remote employees located outside of California

A warning message will display in the California Pay Data Warning Report if employees in the Labor Contractor Employee Report belong to one of the following Race/Ethnicity/Sex code.

• U10 - Unknown Race/Ethnicity, Known Male

• U20 - Unknown Race/Ethnicity, Known Female

• U30 - Unknown Race/Ethnicity, Known Non-binary

• UU - Unknown Race/Ethnicity, Unknown Sex

 

Manage Employee Salary Information (LDMEHIS)

The following field was added on the HR Information tab of the Manage Employee Salary Information screen:

Field

Description

California Pay Data Reporting Remote Worker Status

From the drop-down list, select the employee’s remote worker status for California Pay Data Reporting purposes. Ensure that the information is true for the snapshot period you normally use for the California Pay Data Report. Does not work remotely: This is a non-remote employee assigned to a California establishment during the snapshot period. This is the default value. Remote employee located within California: This is a remote employee assigned to a California or non-California establishment whose state of residence is California during the snapshot period. Remote employee located outside California: This is a remote employee assigned to a California establishment whose state of residence is not in California during the snapshot period. This field will be used in the California Pay Data Report on the Print EEO-1 Report (HAREEO1) application.

 

Note: The California Pay Data Reporting Remote Worker Status field has been also added to the following screens:

• Salary Details subtask of the Manage Employee Information screen

• View Salary Information and History screen

 

Print Data Dictionary Report (SYRDD)

The Print Data Dictionary Report now provides information for the new CA_REMOTE_WORKER columns that have been added to the following database tables for this enhancement:

• EMPL_LAB_INFO

• EMPL_LAB_INFO_ADT

 

This enhancement requires the following:

• cp81_bundle_cye2023_003.zip

• cp81_cmnlib_ldmeinfolib_005.zip

• cp81_dbc_810_11341_001.zip

• cp81_hareeo1_002.zip

• cp81_ldmehis_001.zip

• cp81_ldmeinfo_004.zip

• cp81_prqehis_001.zip 

• DeltekCostpointMaintenanceRelease_8.1.22.5012.exe

• Deltekcostpointmaintenancerelease_8.1.23.5001.exe

Vermont created a new payroll tax called the Child Care Contribution to fund its Child Care Financial Assistance Program under a bill that will partially go into effect on July 1, 2024.

• The payroll tax is 0.44% of an employee’s covered wages, or 0.11% of a self-employed individual’s self-employment income.

• Employers are responsible for at least three-quarters of the tax but can choose to pay more.

• Employers may deduct one quarter of the tax, or 0.11%, from employees’ wages.

• Employers are responsible for withholding the employees' share.

• Under the bill, the tax applies to employers that are required to withhold Vermont income tax from employee wages and to employees who have Vermont income tax withheld from their wages.

• Employers must remit the tax to the state tax department using the same requirements as Vermont’s income tax, including the time and manner of payment.

• Wages subject to federal income tax withholding are subject to the tax.

The bill holds employers responsible for the full amount of any unpaid contributions.

To support the state requirements, Costpoint now provides the abilty to set up, withhold, and report Vermont’s Child Care Contribution payroll tax.

Attention: For more information, see: https://legislature.vermont.gov/Documents/2024/Docs/ACTS/ACT076/ACT076%20As%20Enacted.pdf

 

Manage Local Taxes (PRMLTI)

You can now select Child Care Contribution Tax option from the Tax Type drop-down list when you set up the new payroll tax for Vermont.

New validations were added for the W-2 reporting setup of Vermont Child Care Contribution payroll tax.

 

Set Up the Employee-Paid Vermont Child Care Contribution Payroll Tax

Use the following steps to create an employee-paid local tax record for Vermont's Child Care Contribution Payroll Tax.

1. On the Manage Local Taxes screen, enter a local tax code to represent the employee-paid Child Care Contribution Payroll Tax and set other local values as needed.

Field	Description
Locality	Enter a local tax code that represents the employee-paid Child Care Contribution Payroll Tax.
State	Enter VT.
Tax Paid By	Select Employee.
Tax Type	Select Child Care Contribution Tax. Note: If this option is not yet available, you may select Other Income Tax temporarily and then replace it with Child Care Contribution Tax (once available).
W-2 Box 14 Usage	Select which line number to print Child Care Contribution withheld.
Box 14 Description	Enter CCC.
Local Tax Details	Effective Date: 07/01/2024 Tax Based On: Gross Pay

2. On the Manage Local Tax Tables screen, add a record for the employee-paid Child Care Contribution Payroll Tax local tax code and enter the corresponding field values for each filing status.

Field	Description
Effective Date	Enter 07/01/2024.
For Taxable Income Over	Enter 0.00.
Base Tax Plus	Enter 0.00.
Percent of Excess	Enter 0.11%.

Note: An employer may choose to withhold up to one-quarter of the Child Care Contribution from an employee's wages. The total CCC payroll tax on wages is 0.44% (or 0.0044), which means that the maximum an employer may elect to withhold from an employee is 0.11% (or 0.0011) of the employee's wages.

3. On the Manage Local Standard Deductions screen, add a record for the employee-paid Child Care Contribution Payroll Tax local tax code for 07/01/2024 and set all values to 0.00.

4. On the Manage Employee Taxes screen, assign the employee-paid local tax code to applicable employees.

 

Set Up Employer-Paid Vermont Child Care Contribution Payroll Tax

Use the following steps to create an employer-paid local tax record for Vermont's Child Care Contribution Payroll Tax.

1. On the Manage Local Taxes screen, enter a local tax code to represent the employee-paid Child Care Contribution Payroll Tax and set other local values as needed.

Field	Description
Locality	Enter a local tax code that represents the employee-paid Child Care Contribution Payroll Tax.
State	Enter VT.
Tax Paid By	Select Employer.
Tax Type	Select Child Care Contribution Tax. Note: If this option is not yet available, you may select Other Income Tax temporarily and then replace it with Child Care Contribution Tax (once available).
W-2 Box 14 Usage	Not Applicable. Only the employee-paid amount is reported on the W-2 form. The employer should report the portion of CCC withheld from the employee for the tax year on Box 14 of the employee's W-2.
Box 14 Description	Blank
Local Tax Details	Effective Date: 07/01/2024 Tax Based On: Gross Pay

2. On the Manage Local Tax Tables screen, add a record for the employer-paid Child Care Contribution Payroll Tax local tax code and enter the corresponding field values for each filing status.

Field	Description
Effective Date	Enter 07/01/2024.
For Taxable Income Over	Enter 0.00.
Base Tax Plus	Enter 0.00.
Percent of Excess	Enter 0.33%.

Note: Employers are responsible for at least three-quarters of the tax but can choose to pay more.

3. On the Manage Local Standard Deductions screen, add a record for the employer-paid Child Care Contribution Payroll Tax local tax code for 07/01/2024 and set all values to 0.00.

4. On the Manage Employee Taxes screen, assign the employer-paid local tax code to applicable employees.

 

This enhancement requires the following:

• cp81_bundle_CYE2023_003.zip

• cp81_prmlti_003.zip

• DeltekCostpointMaintenanceRelease_8.1.22.5012.exe

This Costpoint release adds tax table records effective January 1, 2024 on the Manage State Taxes screen for states where the unemployment-taxable wage base has been updated for tax year 2024.

 

West Virginia

The unemployment-taxable wage base increased from $9,000 to $9,521.

When Colorado Paid Family Leave Reporting was added, the state defined wages as SUTA eligible wages. Colorado later changed the wages definition to gross wages. This enhancement updates the Create Quarterly Family and Medical Leave File (LDPPFML) screen to support Colorado’s latest requirements.

Note: For more information, refer to: https://content.govdelivery.com/accounts/CODLE/bulletins/3705eb4

 

Create Quarterly Family and Medical Leave File

The calculations for Colorado FAMLI subject wages were updated to use gross wages. The report and application logic will now use total gross wages, instead of total SUTA subject wages, in the TotalWagesThisPeriod column.

Warning: You must update your existing FAMLI deduction setup, whether you created a local tax or a deduction for this purpose.

• If you created a local tax, you must update the existing Colorado FAMLI record on the Manage Local Taxes screen and select Gross Pay instead of SUTA Subject Wages in the Tax Based On field. You can also enter a new local tax that is calculated on gross pay. You may exclude pay types from the subject wages by entering that pay type on the Local Taxes subtask of the Manage Pay Type Taxability screen. Severance pay types will have to be excluded from subject wages.

• If you created a deduction, you must update the existing Colorado FAMLI deduction on the Manage Deductions screen and select PCTGRS in the Computation Method field. You can also enter a new deduction. You can exclude any pay types from the subject wages by entering them on the Manage Deduction Modify Codes screen. Severance pay types will have to be excluded from subject wages.

 

This enhancement requires the following:

• cp81_ldppfml_002.zip

• deltekcostpointmaintenancerelease_8.1.22.5012.exe

Currently, there is no indication when the District of Columbia will transition to the new file format (DCETS Wage File Format) from the old ESSP Wage File Format. For now, the Costpoint Create Quarterly SUTA Tax File screen has been updated to continue supporting the ESPP Wage File Format for 2024 reporting. The new DCETS Wage File Format will be automatically applied in Costpoint for payroll year 2025.

This enhancement requires the following:

• cp81_prpsmm_003.zip

• cp81_bundle_CYE2023_003.zip

• DeltekCostpointMaintenanceRelease_8.1.22.5012.exe

The State of Iowa revised the IA W-4 (Employee Withholding Allowance Certificate) for 2024. The revised form requires employees to enter a dollar allowance amount, rather than the number of allowances. The withholding formula has also been updated to base the standard deduction on the allowance amount claimed by the employee in the revised IA W-4 instead of the number of allowances.

To calculate Iowa’s state withholding taxes correctly, MR 8.1.29 introduces changes to Costpoint’s Compute Payroll process. Before running the Compute Payroll process, employers should instruct Iowa employees to update the Credit Amount on the State Withholding screen in Employee Self Service or instruct employees to file a paper IA W-4 so the Manage Employee Taxes screen can be manually updated with the new information.

Effective January 1, 2024, Iowa updated their withholding formula with the following:

• The withholding formula now uses three tax brackets of 4.4%, 4.82%, and 5.7%, instead of the four used in 2023.

• The state standard deduction amount depends on the state allowances (Credit Amount) claimed.

• The standard deduction amounts increased to $14,600 or $29,200 annually, up from $13,850 or $27,700.

 

Manage State Standard Deductions (PRMSSD)

• HR/Payroll Administrators can now base the standard deduction amount on the state Credit Amount assigned to the employee in Manage Employee Taxes.

• The following field was added to the screen:

Field	Description
Credit Amount	If the state allows a credit amount (reduction in the tax), enter credit amount basis for the standard deduction. For example, Iowa bases the standard deduction amount on the allowance amount (Credit Amount) claimed by the employee on the IA W-4. As of January 1, 2024, if the employee’s Credit Amount is less than $80, the standard deduction will be $14,600; otherwise, it will be $29,200.

 

Compute Payroll (PRPCPR)

The application was updated based on the new Iowa withholding formula. When you compute payroll for an Iowa employee, the process will now:

• Apply the standard deduction using the employee’s state credit amount as basis.

• Deduct the employee’s state credit amount from the annualized state tax liability.

 

Manage Payroll Records (PRMPTF)

The application was updated based on the new Iowa withholding formula. When you recalculate a record for an employee with Iowa withholding, the process will now:

• Apply the standard deduction using the employee’s state credit amount as basis.

• Deduct the employee’s state credit amount from the annualized state tax liability.

The following field was added to the State Taxes subtask:

Field	Description
Credit Amount	This field displays the state credit amount used to calculate the employee’s Iowa state tax withholding. This is the Credit Amount assigned to the employee on the Manage Employee Taxes screen when payroll was computed.

 

Manage Employee Earnings History (PRMERF)

The following field was added to the State Taxes subtask:

Field	Description
Credit Amount	This field displays the state credit amount used to calculate the employee’s Iowa state tax withholding. This is the Credit Amount assigned to the employee on the Manage Employee Taxes screen when payroll was computed.

 

View Payroll Edit Table (PRQPTF)

The following field was added to the State Taxes subtask:

Field	Description
Credit Amount	This field displays the state credit amount used to calculate the employee’s Iowa state tax withholding. This is the Credit Amount assigned to the employee on the Manage Employee Taxes screen when payroll was computed.

 

Post Payroll Journal (PRPPPCLS)

The application now includes the employee’s state credit amount when you run the Post Payroll process.

 

Print Soc Sec and Medicare Reconciliation Report (PRRFICA)

The dynamic tables used by the application were updated.

 

Print Quarterly Federal Payroll Tax Report (PRRFDTAX)

The dynamic tables used by the application were updated.

 

Recompute Taxable Wages (PRPRCOMP)

If you select the State checkbox in the Apply Employee’s Current Taxability group box, the application includes the employee’s state credit amount when recomputing state taxable wages.

 

Void/Replace Posted Paychecks (PRPAVCK)

When you run the Void/Replace Posted Paychecks process, the application populates the employee’s state credit amount on the Manage Payroll Records screen for void and replacement checks (V and W records).

 

Tax Table Updates

To support the state requirements, this release adds 01/01/2024 Iowa records with 2024 values on the following screens:

• Manage State Taxes (PRMSTI)

• Manage State Standard Deductions (PRMSSD)

• Manage State Tax Withholding Adjustments (PRMSTAC)

• Manage State Tax Tables (PRMSTT)

 

Filing Status Updates

Iowa updated their marital status options with the release of their 2024 IA W-4 employee withholding allowance certificate. To accommodate the new statuses, Costpoint MR 8.1.29 was updated as follows:

• Added new HEAD OF HOUSEHOLD filing status

• Changed the description for the SINGLE filing status from “Single” to “Other”

• Changed the description for the MARRIED filing status from “Married” to “Married Filing Jointly”

If your employees use Costpoint Employee Self Service (ESS) to update their state tax information, Deltek recommends you assign the new HEAD OF HOUSEHOLD status to Iowa on the Configure State Tax Settings screen and update the filing status descriptions for the MARRIED (Married Filing Jointly) and SINGLE (Other) filing statuses to be consistent with the 2024 IA W-4.

 

This enhancement requires the following:

• cp81_cmnlib_cpcpr_004.zip

• cp81_cmnlib_ldmeinfolib_004.zip

• cp81_prmerf_003.zip

• cp81_prmssd_001.zip

• cp81_prmptf_004.zip

• cp81_prpavck_003.zip

• cp81_prpcpr_003.zip

• cp81_prpppcls_004.zip

• cp81_prprcomp_003.zip

• cp81_prqerf_003.zip

• cp81_prqetax_003.zip

• cp81_prqptf_003.zip

• cp81_prrfdtax_002.zip

• cp81_dbc_810_11301_001.zip

• cp81_dbc_810_11311_001.zip

• cp81_bundle_CYE2023_003.zip

• DeltekCostpointMaintenanceRelease_8.1.22.5012.exe

To support New Jersey’s latest NJ-927 quarterly reporting requirements, the following were added to the Print Local Withholding Report (PRRLCWH):

• Subject Wages and Excess Wages to the existing report

• Quarter field as a parameter in the Selection Ranges group box

Note: This Costpoint update removes the following from the Query options:

• Payroll Year Option

• Taxable Entity Option

This enhancement requires the following:

• cp81_dbc_810_11333_001.zip

• cp81_prrlcwh_001.zip

• deltekcostpointmaintenancerelease_8.1.22.5012.exe

The ICESA Washington Bulk Format Specification S Record layout was updated with a new field in positions 221-275 to report the employee’s job title. To support the latest change to the state’s file format, the Create Quarterly SUTA Tax File screen and Export Payroll Taxes screen have been updated.

 

Create Quarterly SUTA Tax File (PRPSMM)

The application now populates positions 221-275 of Washington’s S Record with the employee’s detail job title description.

 

Export Payroll Taxes (PRPEXTAX)

The tax file has been updated as follows:

• A new Field 91 has been added to all ET records.

• The new Field 91 will be populated with the employee’s job title description in the SUTA record.

Attention: For more information, see: https://media.esd.wa.gov/esdwa/Default/ESDWAGOV/employer-Taxes/ICESA-bulk-filing-specs.pdf.

 

This enhancement requires the following:

• cp81_prpextax_002.zip

• cp81_prpsmm_003.zip

• cp81_bundle_CYE2023_003.zip

• DeltekCostpointMaintenanceRelease_8.1.22.5012.exe

This Costpoint release adds tax table records effective January 1, 2024 on the Manage State Taxes screen for states where the unemployment-taxable wage base has been updated for tax year 2024.

 

North Carolina

The unemployment-taxable wage base increased from $29,600 to $31,400.

 

Hawaii

The unemployment-taxable wage base increased from 56,700 to $59,100.

 

Idaho

The unemployment-taxable wage base increased from 49,900 to $53,500.

 

Kentucky

The unemployment-taxable wage base increased from 11,100 to $11,400.

 

New Mexico

The unemployment-taxable wage base increased from $30,100 to $31,700.

 

Oklahoma

The unemployment-taxable wage base increased from $25,700 to $27,000.

 

Virgin Islands

The unemployment-taxable wage base increased from 30,200 to $31,000.

 

This enhancement requires the following:

• Patch dbc_810_11297

• Patch dbc_810_11294

The tax tables of Guam were updated based on 2024 federal tax tables.

To support the state requirements, Costpoint adds updated records to the following screens:

• Manage State Standard Deductions (PRMSSD)

• Manage State Tax Tables (PRMSTT)

• Manage State Tax Withholding Adjustments (PRMSTAC)

• Manage State Taxes (PRMSTI)

Attention: For more information, refer to https://www.irs.gov/forms-pubs/about-publication-15-t.

This enhancement requires the following:

• Patch dbc_810_11312

• cp81_bundle_CYE2023_003.zip

• DeltekCostpointMaintenanceRelease_8.1.22.5012.exe

The value of a state allowance increased from $2,425 to $2,775.

To support the state requirements, this update adds records to the following screens:

• Manage State Taxes (PRMSTI)

• Manage State Tax Withholding Adjustments (PRMSTAC)

• Manage State Standard Deductions (PRMSSD)

• Manage State Tax Tables (PRMSTT)

This enhancement requires the following:

• Patch dbc_810_11294

• cp81_bundle_CYE2023_003.zip

• DeltekCostpointMaintenanceRelease_8.1.22.5012.exe

The State of Iowa provided the revised IA-W4 (Employee Withholding Allowance Certificate) for 2024. The revised form requires employees to enter a dollar credit amount. The standard deduction will now depend on the allowance amount claimed by the employee in the revised IA-W4 instead of the number of allowances.

To calculate Iowa’s state withholding taxes correctly, the upcoming MR 8.1.29 will introduce changes to Costpoint Compute Payroll process. Before you apply the payroll computation changes, you can install MR 8.1.28, which applies changes to multiple Costpoint screens that will enable Iowa employees to update their W-4 information.

 

State Withholding (ESMSTATEWH)

• A new Credit Amount field was added to the State Withholding and Other Withholding State(s) to store the employee’s state credit amount.

Field	Description
Credit Amount	Enter the total state credit amount. For Iowa, if you are not exempt, then this is the total allowance amount on 2024 IA W-4. This field is enabled for Iowa only.

• The application populates the new column on the EMPL_TAX_ADT table that is used to track changes to the state credit amount.

Note: In addition to the changes for Iowa, the references to WH-4 line numbers were removed from the screen’s information message on adopted child exemption. The updates on the State Withholding screen also apply to the State Withholding tab on the Life Events/New Hires screen.

 

Manage Employee Taxes (PRMETAX)

• A new Credit Amount field was added to the State tab and Multi-State Taxes subtask to store the employee’s state credit amount. This field will be enabled only if the Withholding State is Iowa.

Field

Description

Credit Amount

If the state allows a credit amount (reduction in the tax), enter the employee's credit amount. The field does not provide a default credit amount value since you must update this field based on the W-4 Form. For example, Iowa allows a credit amount beginning January 1, 2024 and you will need to enter the credit amount based on the 2024 IA W-4 Form. According to the Iowa Department of Revenue website: "Employers who expect to receive updated W-4 forms from employees using the 2024 IA-W-4 form, but who have not yet received the updated W-4 form, may temporarily use $40 as the total allowance amount and $0 as the additional withholding amount when calculating these employees’ withholding amounts. Alternatively, for employees who have furnished Form W-4 in any year before 2024, employers may continue to compute withholding based on the information from the employee's most recently furnished Form W-4 but, if they do, must make the following modification: Multiply the number of allowances claimed on line 6 of the pre-2024 W-4 by $40 to determine the amount of allowances. For example, if an employee claims 6 total allowances on a 2023 IA W-4, when calculating the 2024 Iowa withholding the employer should use $240 (6*$40) of total allowances." This field is enabled for Iowa only.

• Populate the new column in the EMPL_TAX_ADT table with changes to the State Credit Amount field.

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

 

View Employee Taxes (PRQETAX)

• A new Credit Amount field was added to the State tab and Multi-State Taxes subtask to store the employee’s state credit amount. This field will be enabled only if the Withholding State is Iowa.

Field	Description
Credit Amount	This field displays the employee's state credit amount.

• A column was added to the EMPL_TAX_ADT table to track changes to the new State Credit Amount column in the EMPL_TAX table.

 

Print Data Dictionary Report (SYRDD)

The report now provides information for the new State Credit Amount (ST_CREDIT_AMT) column in the following tables.

• EMPL_TAX

• EMPL_TAX_ADT

• EMPL_TAX_MULTI

• EMPL_TAX_MULTI_ADT

 

This enhancement requires the following:

• cp81_bundle_CYE2023_003.zip

• cp81_cmnlib_benefitslib_003.zip  

• cp81_cmnlib_ldmeinfolib_003.zip 

• cp81_dbc_810_11293_001.zip

• cp81_ldmeinfo_003.zip

• DeltekCostpointMaintenanceRelease_8.1.22.5012.exe

Three Maryland counties made changes to their income tax rates for 2024.

 

Cecil County

The local tax rate decreased from 2.8% to 2.75%.

 

Anne Arundel County

For taxpayers with filing statuses of Single, Married Filing Separately, or Dependent, the local tax rates are as follows:

1. .0270 of Maryland taxable income of $1 through $50,000;

2. .0281 of Maryland taxable income of $50,001 through $400,000; and

3. .0320 of Maryland taxable income of over $400,000

For taxpayers with filing statuses of Married Filing Jointly, Head of Household, or Qualified Surviving Spouse, the local tax rates are as follows:

1. .0270 of Maryland taxable income of $1 through $75,000;

2. .0281 of Maryland taxable income of $75,001 through $480,000; and

3. .0320 of Maryland taxable income of over $480,000

 

Frederick County

For taxpayers with filing statuses of single, married filing separately, and dependent taxpayer, the local tax rates are as follows:

1. .0225 for taxpayers who have a net taxable income between $1 and not exceeding $25,000;

2. .0275 for taxpayers who have a net taxable income between $25,001 and not exceeding $50,000;

3. .0296 for taxpayers who have a net taxable income between $50,001 and not exceeding $150,000; and

4. .0320 for taxpayers who have a net taxable income of $150,001 or more

For taxpayers with filing statuses of married filing jointly, head of household, or qualified surviving spouse, the local tax rates are as follows:

1. .0225 for taxpayers who have a net taxable income between $1 and not exceeding $25,000;

2. .0275 for taxpayers who have a net taxable income between $25,001 and not exceeding $100,000;

3. .0296 for taxpayers who have a net taxable income between $100,001 and not exceeding $250,000; and

4. .0320 for taxpayers who have a net taxable income of $250,001 or more

The minimum and maximum standard deduction increased to $1,800 and $2,700 annually, up from $1,700 and $2,550.

 

To support the state requirements, this update adds records to the following screens:

• Manage State Taxes (PRMSTI)

• Manage State Tax Withholding Adjustments (PRMSTAC)

• Manage State Standard Deductions (PRMSSD)

• Manage State Tax Tables (PRMSTT)

Attention: For more information, see: https://www.marylandtaxes.gov/forms/24-forms/Withholding-Guide.pdf.

This enhancement requires the following:

• Patch dbc_810_11296

• cp81_bundle_CYE2023_003.zip

• DeltekCostpointMaintenanceRelease_8.1.22.5012.exe

The following state tax updates are effective 01/01/2024:

• The surtax, which is 4% on income of more than $1,053,750 for 2024, has been included in the withholding method.

• The amounts that could be added to state allowances for heads of households or blindness were removed, leaving only amounts that can instead be subtracted from the tax owed by heads of households or blind individuals.

• A similar percentage method applies to pension or annuity payments with the same surtax threshold.

To support the state requirements, this update adds records to the following screens:

• Manage State Taxes (PRMSTI)

• Manage State Tax Withholding Adjustments (PRMSTAC)

• Manage State Standard Deductions (PRMSSD)

• Manage State Tax Tables (PRMSTT)

Attention: For more information, see: https://www.mass.gov/doc/massachusetts-circular-m-income-tax-withholding-tables-at-50-effective-january-1-2024/download.

This enhancement requires the following:

• Patch dbc_810_11294

• cp81_bundle_CYE2023_003.zip

• DeltekCostpointMaintenanceRelease_8.1.22.5012.exe

The following state tax updates are effective 01/01/2024:

• The state plans to return its flat income tax rate to 4.25% in 2024 after it decreased in 2023.

• The value of a state allowance increased from $5,400 to $5,600.

• The withholding rate is 4.25% of compensation after deducting the personal and dependency exemption allowance.

To support the state requirements, this update adds records to the following screens:

• Manage State Taxes (PRMSTI)

• Manage State Tax Withholding Adjustments (PRMSTAC)

• Manage State Standard Deductions (PRMSSD)

• Manage State Tax Tables (PRMSTT)

Attention: For more information, see: https://www.michigan.gov/taxes/business-taxes/withholding/calendar-year-tax-information.

This enhancement requires the following:

• Patch dbc_810_11296

• cp81_bundle_CYE2023_003.zip

• DeltekCostpointMaintenanceRelease_8.1.22.5012.exe

The following state tax updates are effective 01/01/2024:

• The value of a state allowance increased from $4,800 to $5,050.

• The tax brackets used in the percentage method were adjusted.

To support the state requirements, this update adds records to the following screens:

• Manage State Taxes (PRMSTI)

• Manage State Tax Withholding Adjustments (PRMSTAC)

• Manage State Standard Deductions (PRMSSD)

• Manage State Tax Tables (PRMSTT)

Attention: For more information, refer to: https://www.revenue.state.mn.us/sites/default/files/2023-12/wh-inst-24_1.pdf.

This enhancement requires the following:

• Patch dbc_810_11294

• cp81_bundle_CYE2023_003.zip

• DeltekCostpointMaintenanceRelease_8.1.22.5012.exe

The flat tax rate decreased from 5%. to 4.7% for 2024.

To support the state requirements, this update adds records to the following screens:

• Manage State Taxes (PRMSTI)

• Manage State Tax Withholding Adjustments (PRMSTAC)

• Manage State Standard Deductions (PRMSSD)

• Manage State Tax Tables (PRMSTT)

Attention: For more information, see: https://www.dor.ms.gov/sites/default/files/Business/Computer%20Payroll%20Flowchart%20-%2009-26-23.pdf.

This enhancement requires the following:

• Patch dbc_810_11294

• cp81_bundle_CYE2023_003.zip

• DeltekCostpointMaintenanceRelease_8.1.22.5012.exe

New Jersey updated their 1095-C reporting requirements to require all employers (non-self-insured and self-insured) to report 1095- C Part 3 for their New Jersey employees. Previously, only self-insured employers had to report that information.

This release updates Costpoint applications to comply with New Jersey’s latest 1095-C requirements.

 

Create 1094-C and 1095-C Data (HBP109XC)

The following updates were applied to the Create 1094-C and 1095-C Data screen:

• The application will populate Part III (covered individuals) for New Jersey employees working for non-self-insured employers. Parts I, II, and III will be created for new employees.

• Costpoint populates the FED_EXCLUDE_PART3_FL field on the HB_1095C_COVERED tables to indicate that Part III has been populated for a New Jersey employee for a non-self-insured employer.

 

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

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

• The application can now generate the pipe-delimited file layout for New Jersey employees. For the federal file, the application will not include any Part III data for NJ employees whose employers are not self-insured.

• You can now select New Jersey from the State drop-down list in the Government Agency group-box.

 

Manage 1095-C Data (HBM1095C)

The following updates were applied to the Manage 1095-C Data screen:

• Part III (covered individuals) is now fully editable for NJ employees with non-self-insured employers, if applicable.

• A new checkbox was added to the Part III – Covered Individuals subtask.

Field	Description
Exclude from Part III in Federal Filing	This checkbox indicates if the Part III data will be excluded in the federal filing. A Part III record is created for New Jersey employees with a non-self-insured employer plan. This data is reported to New Jersey but should not be included in the federal filing.

• The following message displays for New Jersey on Part III – Covered Individuals subtask: “Part III data should not be added for non-self-insured employer plans unless the reporting state is New Jersey.”

 

Print 1095-Cs (HBR1095C)

The Print 1095-Cs screen fully supports printing reports for New Jersey employees with non-self-insured employers.

 

Print Data Dictionary Report (SYRDD)

The report now provides information for the new FED_EXCLUDE_PART3_FL field on the HB_1095C_COVERED table.

 

Attention: For more information, see: https://www.nj.gov/treasury/njhealthinsurancemandate/employers.shtml.

This enhancement requires the following:

• cp81_dbc_810_11300_001.zip

• cp81_hbm1095c_001.zip

• cp81_hbp1094c_002.zip

• cp81_hbr1095c_003.zip

• cp81_hbp109xc_001.zip

• cp81_bundle_CYE2023_003.zip

• DeltekCostpointMaintenanceRelease_8.1.22.5012.exe

The tax brackets used in the percentage method were adjusted.

To support the state requirements, this update adds records to the following screens:

• Manage State Taxes (PRMSTI)

• Manage State Tax Withholding Adjustments (PRMSTAC)

• Manage State Standard Deductions (PRMSSD)

• Manage State Tax Tables (PRMSTT)

Attention: For more information, see: https://www.tax.nd.gov/sites/www/files/documents/forms/business/it-withholding/income-tax-withholding-rates-and-instructions-booklet.pdf.

This enhancement requires the following:

• Patch dbc_810_11294

• cp81_bundle_CYE2023_003.zip

• DeltekCostpointMaintenanceRelease_8.1.22.5012.exe

The Oregon Department of Revenue (DOR) issued guidance on withholding tax formulas, effective January 1, 2024.

• The federal tax adjustment amount increased from $7,800 to $8,250 for an employee with annual wages up to $50,000.

• The federal tax adjustment phase out amounts for an employee with annual wages of $50,000 or greater has changed in 2024.

• The tax table has changed for an employee with annual wages up to $50,000.

• The tax table has changed for an employee with annual wages $50,000 or higher.

• The allowance amount increased from $236 to $249.

• The standard deduction amount increased from $2,605 to $2,745 for an employee filing Single with fewer than 3 allowances.

• The standard deduction amount increased from $5,210 to $5,495 for an employee filing Single with 3 or more allowances.

• The standard deduction amount increased from $5,210 to $5,495 for an employee filing Married.

To support the state requirements, this update adds records to the following screens:

• Manage State Taxes (PRMSTI)

• Manage State Tax Withholding Adjustments (PRMSTAC)

• Manage State Standard Deductions (PRMSSD)

• Manage State Tax Tables (PRMSTT)

Attention: For more information, see: https://www.oregon.gov/dor/programs/businesses/Documents/withholding-tax-formulas_206-436_2024.pdf.

This enhancement requires the following:

• Patch dbc_810_11296

• cp81_bundle_CYE2023_003.zip

• DeltekCostpointMaintenanceRelease_8.1.22.5012.exe

The tax tables of Virgin Islands were updated based on 2024 federal tax tables.

To support the state requirements, Costpoint adds updated records to the following screens:

• Manage State Standard Deductions (PRMSSD)

• Manage State Tax Tables (PRMSTT)

• Manage State Tax Withholding Adjustments (PRMSTAC)

• Manage State Taxes (PRMSTI)

Attention: For more information, refer to https://www.irs.gov/forms-pubs/about-publication-15-t.

This enhancement requires the following:

• Patch dbc_810_11312

• cp81_bundle_CYE2023_003.zip

• DeltekCostpointMaintenanceRelease_8.1.22.5012.exe

This Costpoint release adds tax table records effective January 1, 2024 on the Manage State Taxes screen for states where the unemployment-taxable wage base has been updated for tax year 2024.

 

Alaska

The unemployment-taxable wage base increases from $47,100 to $49,700.

 

Colorado

The unemployment-taxable wage base increases from 20,400 to $23,800.

 

Illinois

The unemployment-taxable wage base increases from $13,271 to $13,590.

 

Minnesota

The unemployment-taxable wage base increases from $40,000 to $42,000.

 

Montana

The unemployment-taxable wage base increases from $40,500 to $43,000.

 

North Dakota

The unemployment-taxable wage base increases from $40,800 to $43,800.

 

Oregon

The unemployment-taxable wage base increases from $50,900 to $52,800.

 

Rhode Island

The unemployment-taxable wage base increases:

• From $29,700 to $30,700 for employers assigned the highest tax rate.

• From $ 28,200 to $29,200 for all other employers.

 

Utah

The unemployment-taxable wage base increases from $44,800 to $47,000.

 

This enhancement requires the following:

• cp81_bundle_CYE2023_003.zip

• Patch dbc_810_11271

• Patch dbc_810_11274

• Patch dbc_810_11280

• Patch dbc_810_11285

Arkansas provided the following tax updates for 2024:

• The highest rate decreases from 4.7%. to 4.4%.

• The standard deduction used in the formula increases from $2,270 to $2,340.

• The Formula Method for computing the amount of withholding was updated.

To support the state requirements, this release updates the tax calculation in Payroll and adds new records on the following screens for Arkansas:

• Manage State Taxes (PRMSTI)

• Manage State Standard Deductions (PRMSSD)

• Manage State Tax Tables (PRMSTT)

• Manage State Tax Withholding Adjustments (PRMSTAC)

• Manage Payroll Records (PRMPTF)

• Compute Payroll (PRPCPR)

Attention: For more information, refer to: https://www.dfa.arkansas.gov/images/uploads/incomeTaxOffice/whformula_2023.pdf

This enhancement requires the following:

• Patch dbc_810_11263

• cp81_bundle_CYE2023_003.zip

The following state tax updates are effective 01/01/2024:

• For employees with a federal filing status of married filing jointly or qualifying surviving spouse, the standard deduction amount increases from $9,000 to $10,000.

• For all other filing statuses, the standard deduction amount increases from $4,500 to $5,000.

Attention: For more information, see:

• Colorado Employee Withholding Certificate: https://tax.colorado.gov/DR0004

• Withholding Worksheet: https://tax.colorado.gov/sites/tax/files/documents/DR1098_2023.pdf

To support the state requirements, this update adds records/changes to the following screens:

• Manage State Taxes (PRMSTI)

• Manage State Tax Withholding Adjustments (PRMSTAC)

• Manage State Standard Deductions (PRMSSD)

• Manage State Tax Tables (PRMSTT)

• State Withholding (ESMSTATEWH)

• Life Events/New Hires (ESMLIFEEVENT)

This enhancement requires the following:

• cp81_bundle_CYE2023_003.zip

• Patch dbc_810_11273

The following state tax updates are effective 01/01/2024:

• The two lowest tax rates in the withholding calculation rules were reduced to 2% and 4.5%, instead of 3% and 5%, for all withholding codes.

• The Phase-Out Add-Back tax rate decreases from 3% to 2%.

• The Tax Recapture table has been updated.

To support the state requirements, this update adds records to the following screens:

• Manage State Taxes (PRMSTI)

• Manage State Tax Withholding Adjustments (PRMSTAC)

• Manage State Standard Deductions (PRMSSD)

• Manage State Tax Tables (PRMSTT)

This enhancement requires the following:

• cp81_bundle_CYE2023_003.zip

• Patch dbc_810_11273

Florida has added schema version 1.3 for 2023. Costpoint now supports Florida’s updated Reemployment Tax XML package, in which the pattern [ -)|+-ÿ]+ has been replaced with ([A-Za-z0-9'\-] ?)[ -)|+-ÿ]+ for the name fields, address fields, and title field.

The Create Quarterly SUTA Tax File screen was updated to comply with Florida’s XML requirements.

Attention: Please refer to the RT_changes.xlsx file in the Reemployment Tax XML Package for all the changes from version 1.2.

This enhancement requires the following:

• cp81_bundle_CYE2023_003.zip

The following state tax updates are effective 01/01/2024:

• The 2024 withholding methods use a flat tax rate of 5.49%.

• The graduated tax rates used for supplemental payments were mostly unchanged, except the highest rate decreased from 5.75% to 5.49%.

• The standard deduction amount increases from $7,100 to $24,000 for employees that are Married Filing Joint Return.

• The standard deduction amount increases from $5,400 to $12,000 for employees that are Single or Head of Household.

• The standard deduction amount increases to $3,550 to $12,000 for employees that are Married Filing Separate Return.

• The personal allowance that depended on filing status has been removed.

Attention: For more information, see: https://dor.georgia.gov/employers-tax-guide.

To support the state requirements, this update adds records to the following screens:

• Manage State Taxes (PRMSTI)

• Manage State Tax Withholding Adjustments (PRMSTAC)

• Manage State Standard Deductions (PRMSSD)

• Manage State Tax Tables (PRMSTT)

This enhancement requires the following:

• cp81_bundle_CYE2023_003.zip

• Patch dbc_810_11280

The Indiana Department of Revenue added a new exemption for qualifying dependents claimed for the first time. The new exemption is effective for withholding on or after September 15, 2023. Employees are entitled to deduct $1,500 per year per qualifying first-time dependent exemption claimed on line 7 of their Form WH-4.

Costpoint can now store the data on the employee’s first-time claimed additional dependent exemptions. You can now enter the employee’s first-time claimed additional dependent exemptions when calculating state and county tax for Indiana.

Attention: For more information, refer to:

• Departmental Notice #1: https://www.in.gov/dor/files/dn01.pdf

• Form WH-4: https://www.in.gov/dor/tax-forms/withholding-tax-forms/

 

Manage Employee Taxes (PRMETAX)

The following fields were added on the State tab, Multi-State Taxes subtask, and Local Taxes subtask of the Manage Employee Taxes screen:

Field	Description
First-time claimed dependents	Enter the number of additional dependent exemption being claimed for the first time. This exemption is good only for the calendar year in which the WH-4 claiming the exemption is submitted. The first-time claimed dependents year is required if the number of first-time claimed dependents is not zero. This field will be enabled only for the State of Indiana.
First-time claimed dependents year	Enter the year of the additional dependent exemption being claimed for the first time. The first-time claimed dependent exemption will be applied only in the year specified on this field. This field is required if the number of first-time claimed dependents is not zero and is only applicable for State of Indiana.

Note: These updates are also reflected on the Taxes subtask of the Manage Employee Information screen.

 

View Employee Taxes (PRQETAX)

The following fields were added on the State Withholding tab, Multi-State Taxes subtask, and Local Taxes subtask of the View Employee Taxes screen:

Field	Description
First-time claimed dependents	This field displays the number of additional dependent exemption being claimed for the first time.
First-time claimed dependents year	This field displays the year the additional dependent exemption is being claimed for the first time.

 

State Withholding (ESMSTATEWH)

The following fields were added on the main screen and on the Other Withholding State(s) subtask of the State Withholding screen:

Field	Description
Number of first-time claimed dependents	If an additional dependent exemption on Line 6 is being claimed for one or more children for the first time, enter the number of children for whom you are claiming. This exemption is good only for the calendar year in which the WH-4 claiming the exemption is submitted. If you claim this in multiple tax years, you must submit a new WH-4 each year for which this exemption is claimed. Do not claim this exemption if the child was eligible for the additional dependent exemption in any previous year, regardless of whether the exemption was claimed. This includes instances where the child was eligible for the additional dependent exemption before 2023. This also includes instances where the child was eligible to be claimed for the additional dependent exemption by another individual. This field will be enabled only for the State of Indiana.
First-time claimed dependents year	This field displays the year the additional dependent exemption is being claimed for the first time.

Note: These updates are also reflected on the State Withholding tab of the Life Events/New Hires screen.

 

Manage State Tax Withholding Adjustments (PRMSTAC)

You can now select First-Time Claimed Dependent Exemption from the Type drop-down list. When you select this this option, the screen sets the Wage Type to Gross Wages, and you can enter the Amount per Credit/Exemption value.

 

Manage Local Taxes (PRMLTI)

The following field was added in the Local Tax Details table of the Manage Local Taxes screen:

Field	Description
Exempt Amount First-Time Claimed Dependent	Enter the first-time claimed dependent exemption amount (used as a deduction from income) for the employee's first-time claimed dependents. The locality exemption allowance is used in the computation of the amount of locality income tax withheld from each employee paycheck.

 

Compute Payroll (PRPCPR)

The Compute Payroll process applies the following:

• Deduct first-time claimed dependent exemption amount for the applicable year when determining the annual state taxable wages.

• Deduct first-time claimed dependent exemption amount for the applicable year when determining the annual local taxable wages.

 

Manage Payroll Records (PRMPTF)

The Manage Payroll Records screen applies the following:

• Deduct first-time claimed dependent exemption amount for the applicable year when determining the annual state taxable wages.

• Deduct first-time claimed dependent exemption amount for the applicable year when determining the annual local taxable wages.

The following fields were added on the State Taxes and Local Taxes subtasks of the screen.

Field	Description
First-time claimed dependents	This field displays the number of additional dependent exemption being claimed for the first time.
First-time claimed dependents year	This field displays the year the additional dependent exemption is being claimed for the first time.

 

View Payroll Edit Table (PRQPTF)

The following fields were added on the State Taxes and Local Taxes subtasks of the View Payroll Edit Table screen.

Field	Description
First-time claimed dependents	This field displays the number of additional dependent exemption being claimed for the first time.
First-time claimed dependents year	This field displays the year the additional dependent exemption is being claimed for the first time.

 

Manage Employee Earnings History (PRMERF)

The following fields were added on the State Taxes and Local Taxes subtasks of the Manage Employee Earnings History screen.

Field	Description
First-time claimed dependents	This field displays the number of additional dependent exemption being claimed for the first time.
First-time claimed dependents year	This field displays the year the additional dependent exemption is being claimed for the first time.

 

View Employee Earnings (PRQERF)

The following fields were added on the State Taxes and Local Taxes subtasks of the View Employee Earnings screen.

Field	Description
First-time claimed dependents	This field displays the number of additional dependent exemption being claimed for the first time.
First-time claimed dependents year	This field displays the year the additional dependent exemption is being claimed for the first time.

 

Post Payroll Journal (PRPPPCLS)

The Post Payroll process now includes the number and the year of first-time claimed dependents.

 

Print Soc Sec and Medicare Reconciliation Report (PRRFICA)

The dynamic tables used by the Print Soc Sec and Medicare Reconciliation Report screen were updated to support this enhancement.

 

Print Quarterly Federal Payroll Tax Report (PRRFDTAX)

The dynamic tables used by the Print Quarterly Federal Payroll Tax Report screen were updated to support this enhancement.

 

Recompute Taxable Wages (PRPRCOMP)

The Recompute Taxable Wages process now includes the first-time claimed dependent exemption if you select the State checkbox in the Apply Employee’s Current Taxability group box.

 

Void/Replace Posted Paychecks (PRPAVCK)

The Void/Replace Posted Paychecks process now populates the number of first-time claimed dependents and its year on the Manage Payroll Records screen for void and replacement checks (V and W records).

 

Print Data Dictionary Report (SYRDD)

The report now provides information for the new columns that were added in the following tables:

• EMPL_TAX

• EMPL_TAX_ADT

• EMPL_TAX_MULTI

• EMPL_TAX_MULTI_ADT

• EMPL_PR_STATE

• EMPL_PR_STATE_ADT

• EMPL_EARN_STATE

• EMPL_E_STATE_ADT

• EMPL_TAX_LOCAL

• EMPL_TAX_LOCAL_ADT

• EMPL_PR_LOCAL

• EMPL_PR_LOCAL_ADT

• EMPL_EARN_LOCAL

• EMPL_E_LOCAL_ADT

• LOCAL_TAX_HS

This enhancement requires the following:

• cp81_bundle_CYE2023_003.zip

• Patch dbc_810_11254

• Patch dbc_810_11256

• Patch dbc_810_11260

The following state tax updates are effective 01/01/2024:

• The state withholding rate decreases from 3.15% to 3.05%.

• The employer is not required to withhold state or county income tax on some employees if the employee will work in Indiana for 30 days or less during the taxable year.

Attention: For more information, see: https://www.in.gov/dor/files/dn01.pdf.

To support the state requirements, this update adds records to the following screens:

• Manage State Taxes (PRMSTI)

• Manage State Tax Withholding Adjustments (PRMSTAC)

• Manage State Standard Deductions (PRMSSD)

• Manage State Tax Tables (PRMSTT)

This enhancement requires the following:

• cp81_bundle_CYE2023_003.zip

• Patch dbc_810_11285

The following state tax updates are effective 01/01/2024:

• The value of a state allowance increased from $4,700 to $5,000.

• The maximum standard deduction increased from $11,000 to $11,750 for single employees and from $24,850 to $26,350 for married employees.

• The standard deduction decreases according to a formula for single employees who earn more than $97,150 annually, up from $91,500, or for married employees who earn more than $194,300 annually, up from $183,050.

• The deduction reaches zero when a single employee earns at least $172,150 annually, up from $166,500, or when a married employee earns at least $344,300 annually, up from $333,050.

• The tax brackets used in the percentage method were also adjusted.

Attention: For more information, see: https://www.maine.gov/revenue/sites/maine.gov.revenue/files/inline-files/24_wh_tab_instr.pdf.

To support the state requirements, this update adds records to the following screens:

• Manage State Taxes (PRMSTI)

• Manage State Tax Withholding Adjustments (PRMSTAC)

• Manage State Standard Deductions (PRMSSD)

• Manage State Tax Tables (PRMSTT)

This enhancement requires the following:

• cp81_bundle_CYE2023_003.zip

• Patch dbc_810_11271

The RW record must now be included in the electronic file according to the 2023 Maryland Employer Reporting of W2s Instructions and Specifications.

Attention: For more information, see: 2023 Maryland Employer Reporting of W2s Instructions and Specifications.

The Create State W-2 File (PRPW2S) screen was updated to support the latest electronic file W-2 file format for Maryland.

• The NAICS Code field should be a 6-digit value for Maryland.

• The following values are set in the file for Maryland:

• RE record, Location 26 (Terminating Business Indicator) is now set to 0.

• RE record, Location 31-39 (Other EIN) is now set to blank.

This enhancement requires the following:

• cp81_bundle_CYE2023_003.zip

The following state tax updates are effective 01/01/2024:

• The withholding formula now uses tax rates of zero to 4.8%, instead of the previous range of zero to 4.95%.

• The state’s standard deductions have increased for all filing statuses.

• The state’s supplemental tax rate decreased to 4.8%.

Attention: For more information, see: https://dor.mo.gov/forms/Withholding%20Formula_2024.pdf.

To support the state requirements, this update adds records to the following screens:

• Manage State Taxes (PRMSTI)

• Manage State Tax Withholding Adjustments (PRMSTAC)

• Manage State Standard Deductions (PRMSSD)

• Manage State Tax Tables (PRMSTT)

This enhancement requires the following:

• cp81_bundle_CYE2023_003.zip

• Patch dbc_810_11274

The following state tax updates are effective 01/01/2024:

• Employees are now required to use the same filing status they use for federal purposes.

• New tax brackets are now used in the withholding formula.

• The supplemental tax rate decreased from 6% to 5%.

To support the state requirements, this update adds records to the following screens:

• Manage State Taxes (PRMSTI)

• Manage State Tax Withholding Adjustments (PRMSTAC)

• Manage State Standard Deductions (PRMSSD)

• Manage State Tax Tables (PRMSTT)

This enhancement requires the following:

• cp81_bundle_CYE2023_003.zip

• Patch dbc_810_11273