Federal Income Tax Withholding 2023 Updates

The updates for federal income tax withholding are effective January 1, 2023:

• The annual additional amount of a nonresident alien employee, who 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 of a nonresident alien employee, who 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.

For more information, see the Federal Income Tax Withholding Methods: https://www.irs.gov/pub/irs-pdf/p15t.pdf

Colorado 2023 Tax Updates

The updates for Colorado are effective as of January 1, 2023:

• The state income tax rate decreases from 4.55% to 4.4%.

• The standard amount for employees with a federal filing status of married filing jointly or qualifying widow or widower increases from $8,000 to $9,000.

• The standard amount for all other filing statuses increases from $4,000 to $4,500. 

For more information, see the Colorado Withholding Worksheet for Employers: DR 1098 Colorado Income Tax Withholding Worksheet for Employers

Indiana 2023 Tax Updates

Effective January 1, 2023, the state income tax rate for Indiana will be 3.15%, down from 3.23% last year. For more information, see Indiana Department Notice #1: https://www.in.gov/dor/files/dn01.pdf

Maryland 2023 Tax Updates 

The updates for Maryland are effective January 1, 2023:

Standard Deduction and New Tax Rate

• • • The minimum standard deduction increases from $1,600 to $1,700.

    • The maximum standard deduction increases from $2,400 to $2,550.

    • A percentage method corresponding to a 2.75% local tax rate has been added to the guide.

For more information, see the Maryland Employer Withholding Guide: 2023 Withholding Guide (marylandtaxes.gov)

Updated Tax Rates

• • • Anne Arundel County uses a tax rate of 2.81% for taxable income of more than $50,000 and a tax rate of 2.7% for taxable income of up to $50,000.

    • Frederick County uses a 2.75% rate when an employee earns up to $100,000 and has a filing status of married filing jointly, head of household, or qualifying widow/widower with dependent child, or when an employee earns up to $50,000 and has a filing status of single, married filing separately, or dependent. Otherwise, the tax rate of 2.96% applies.

    • Allegany County decreases the tax rate from 3.05% to 3.03%.

    • Cecil County decreases the tax rate from 3% to 2.8%.

    • St. Mary’s County decreases the tax rate from 3.1% to 3%.

    • Washington County decreases the tax rate from 3% to 2.95%.

For more information, see the Maryland Withholding Tax Facts: 2023 Withholding Tax Facts (marylandtaxes.gov)

Mississippi 2023 Tax Updates

Effective January 1, 2023, the flat income tax rate for Mississippi will be 5%. Previously, the withholding formula used two brackets, of 4% and 5%. For more information, see the Mississippi Employee’s Withholding Exemption Certificate: https://www.dor.ms.gov/sites/default/files/Business/89350218.pdf

New Mexico 2023 Tax Updates

The updates for New Mexico are effective January 1, 2023:

• The percentage method tax brackets have been adjusted.

• The tax rates continue to range from 1.7% to 5.9%.

• The supplemental tax rate also remains at 5.9%.

For more information, see the New Mexico Withholding Tax: https://www.tax.newmexico.gov/businesses/wp-content/uploads/sites/4/2021/03/FYI-104.pdf

North Carolina 2023 Tax Updates

Effective January 1, 2023, the withholding tax rate for North Carolina decreases from 5.09% to 4.85%. For more information, see the 2023 Income Tax Withholding Tables and Instructions for Employers: https://www.ncdor.gov/media/13802/open

Oregon 2023 Tax Updates

The updates for Oregon are effective January 1, 2023:

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

  • The federal tax adjustment phase-out amounts for an employee with annual wages 50,000 or greater have been updated.

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

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

  • The allowance amount increases from $219 to $236.

  • The standard deduction amount increases for the following statuses:

  • • • Single with fewer than 3 allowances: From $2,420 to $2,605

      • Single with 3 or more allowances: From $4,840 to $5,210

      • Married: From $4,840 to $5,210

For more information, see the Oregon Withholding Tax Formulas: https://www.oregon.gov/dor/forms/FormsPubs/withholding-tax-formulas_206-436_2023.pdf

Rhode Island 2023 Tax Updates

The updates for Rhode Island are effective January 1, 2023:

• Tax rates used in the withholding methods continue to range from 3.75% to 5.99%, while the brackets used in the percentage method have been adjusted.

• The annual wage threshold above which the value of a state allowance is zero increases from $241,850 to $260,550.

For more information, see the Rhode Island Employer’s Income Tax Withholding Tables: https://tax.ri.gov/sites/g/files/xkgbur541/files/2022-12/2023%20Withholding%20Tax%20Booklet_12162022.pdf

Vermont 2023 Tax Updates

The updates for Vermont are effective January 1, 2023:

• The state allowance increases from $4,500 to $4,850.

• The tax brackets used in the percentage method have been adjusted but continue to range from 0% to 8.75%.

For more information, see the Vermont 2023 Income Tax Withholding Instructions, Tables, and Charts: https://tax.vermont.gov/sites/tax/files/documents/GB-1210-2023.pdf

Performance Improvements

Performance improvements were implemented for Batch Billing that apply when you export invoices using SFTP.

New Column for the Project Dashpart Base

The Weighted Percent Complete Labor Compensation column was added to the list of available columns for the project dashpart base. Use this column to display the percent complete based on labor compensation amounts in the dashpart. To review more information about the percent complete value and update the value, click the displayed column value to display the Billing Summary dialog box.

Reset the PIM Integration Initialization Process or Run the Process Multiple Times

You can reset an existing initialization process that has stopped before completing. To do this, press and hold the CTRL key and click Initialize. When you choose to proceed, you must enter a password that you obtain from Deltek Customer Support.

You can also initialize records to PIM multiple times. You can reinitialize the sync of all validated hub records from Vantagepoint to PIM on the Schedule dialog box.

French Translations

Various corrections were made to support French (Canada) and French (France) translated text in Vantagepoint. For example:

• The heading for a blanket purchase order was changed to: Bon de commande

• The Service Purchase Order label was changed to: Bon de commande de services

Defect 1838869: In the desktop application, the generated tax file did not include information from all companies. This issue occurred even if you selected the Include all companies with the same Tax Registration Number checkbox on the HMRC Interface tab when you configured the tax file.

Defect 1849457: When you disposed a fully depreciated asset, the Journal Entry Posting log showed a gain or loss. Fully depreciated assets should have no gain or loss. This problem was caused by depreciation rounding issues.

Defect 1846783: This issue applies if you have the Use Markup on Draft Invoices feature turned on. When you tried to create a final invoice in Interactive Billing or Batch Billing, you received an error message because the draft invoice (.pdf) file was missing.

Defect 1591228: In Interactive Billing, the following message displayed on the Draft Preview tab: "A draft edited invoice is available for this Project. Please select Download to view associated invoice." However, there was no Download option to select and no edited invoice was on file.

Defect 1756051: This issue occurred when you selected the Print Backup Report and the Print Supporting Documents checkboxes on the Billing Backup tab in Billing Terms for a project. On the Interactive Billing form, when you clicked the Accept action for a draft invoice with numerous supporting documents that were merged together into one PDF file and then clicked OK on the Invoice File Selection dialog box, you received an Out of Memory error.

Defect 1815400: This issue applies for posted invoices with a zero-rated tax code. On the History tab in Interactive Billing, when you issued a credit memo for the invoice, the Invoice Credit dialog box showed the zero-rated tax amount. However, this amount was missing on the accepted credit memo and was not posted to the general ledger as it should have been.

Defect 1823729: On the Payment Tab, when you selected the Cleared checkbox for a payment, you received an error message. This issue occurred if the transaction that you selected had the same internal primary key as another record posted in a different period.

Defect 1840237: This issue occurred when you, in Utilities » Key Conversion, merged bank records that had bank reconciliation statements with the same dates, and Vantagepoint created two bank statements in Bank Reconciliation. When you selected either of the two statements associated with the new bank record on the Bank Reconciliation form, you received this error message: "Ambiguous results found."

Defect 1823477: When you ran the Expense Summary report or the Expense Detail report, the value in the Final Totals field in the generated output was not equal to the Total Due amount on the Expense Reports form.

Defect 1841162: On the Employee Payments form, you experienced a significant delay in creating a new payment run when you set the Process Type option to Automatic and set the Payments to Include option to Printed Payments Only.

Defect 1850110: When you created a payment run and then processed and posted the payment run, the payment amount for a payment record was not the same in the following areas:

• On the Payment Review form, in the Payment Amount field.

• On the Payments tab of the Bank Reconciliation form, in the Amount field.

Defect 1841111: When you quickly double-clicked a workflow button, the spinner did not display and the action incorrectly triggered the workflow twice.

Defect 1687645: When you associated a firm with a contact, Vantagepoint did not automatically select the Firm Mailing Address checkbox on the Contacts form.

Defect 1722414: In the Screen Designer in the Employees hub, the Available to CRM Users and Available to Accounting Users options were not accessible in the Available To field.

Defect 1840644: On the Payroll tab in the Employees hub, user-defined fields in the Form W-4 Information section were missing for some users.

Defect 1827225: This issue occurred in the Equipment hub in the desktop application. When you were working with a large number of records and you switched from detail view to list view, the application stopped functioning and the records did not open.

Defect 1823825: This issue applies for users who upgraded to Vantagepoint 5.5.1. When you navigated to Hubs » Firms » Voucher Review, you were not able to sort the records in the Vouchers grid because the sort icon did not display next to the columns.

Defect 1840313: When the Voucher Review form included multiple pages of multiple vouchers, total amounts were not displayed at the bottom of the Amount and Balance columns.

Defect 1840171: On the Plan form, when you reassigned a portion of the planned hours to another employee or resource, the planned hours were not spread across calendar periods in exactly the same way that they had been spread in the original assignment.

Defect 1730328: When you opened a project through a changed record link in a workflow email and decided to make further revisions to that project, the Save button of the project record was not available and the changes were saved automatically.

Defect 1764741: When you opened the New Project Search form and selected Firms - Role, only client type roles were available; vendor roles were not included in the list of values.

Defect 1815754: In List View, when you selected a record to delete, the dialog box that prompted you to confirm the deletion displayed a different record, thus making it possible to delete a record unintentionally.

Defect 1825078: This issue occurred in the Projects hub when you created a new phase for a project by copying an existing phase from another project. The entry in the Phase to Adjust field from the phase that you copied was brought over for the new phase, even though the phase in the Phase to Adjust field did not exist for the project. This issue produced incorrect financial reporting when you ran Revenue Generation.

Defect 1828927: When you searched for a project by entering part of the project's long name in the quick search (Find project) area, the results did not display in the search drop-down list.

Defect 1846575: This issue occurred when you created a new project, set the How to Create Project option to From Project, and on the Choose Project Structure form selected only the top level of the project. In the Projects hub, you incorrectly received a Validate Warning workflow action as an error message rather than a warning message when there were errors in the collection of messages.

Defect 1849737: This issue occurred when you created project templates with different charge types in Settings » Project » Project Templates in the desktop application. If you navigated to Hubs » Projects » Project, clicked +New Project, and set the How to Create Project option to From Project Template, when you enabled the Create Linked Promotional Project to Track Pursuit Costs checkbox, only project templates with promotional charge types were available in the Copy Promotional Project from field.

Defect 1842702: This issue occurred for a newly created contract. When you checked out a project, selected Reschedule and, on the Reschedule Revenue Forecast Dates dialog box, set the Change Duration option to Don't Redistribute, you could not change the revenue forecast end date.

Defect 1832278: When you submitted an expense report and later decided to unsubmit it, the Unsubmit button in the mobile application became unavailable. This issue occurred when a condition in the approval workflow was met such that the first step was bypassed and the workflow automatically proceeded to the second step.

Defect 1838796: When you entered a timesheet with a project that has an Error type validation and a Project Planning budget source, the option to select a valid labor code was not available.

Defect 1811518: This issue occurred when you, on the My Preferences dialog box, set the Remind Me About Activities option to By Pop-up. When an activity reminder was displayed in a pop-up behind a dialog box, Vantagepoint stopped functioning and you could not close the dialog box or the activity reminder pop-up.

Defect 1836712: This issue occurred when you enabled the Use Process Server when Number of Approval Records Exceeds checkbox but did not specify a value in Settings » Workflow » Approval Workflow in the desktop application. When you approved Absence Requests in My Stuff » Approval Center, you incorrectly received a Processing Records informational message when there was only one record to be approved and the Absence Request approval workflow did not use the process server.

Defect 1769270: This issue occurred for table dashparts with these settings:

• The Account dashpart base 

• The Account Type Name column included 

• For the Account Type Name column, the Grouped Columns option set to Collapsed

When you displayed the dashpart and expanded the grouping for the Account Type Name column, you received this error message "Object reference not set to an instance of an object."

Defect 1828640: When you accessed a dashboard with the Pipeline system dashpart, you received this error message: "Value was either too large or too small for an Int 32." This issue occurred when the revenue values needed to generate the bar graphs in the dashpart were too large for the revenue field.

Defect 1833307: The values displayed in the Fee Billed column for a dashpart were incorrect when the dashpart had these characteristics:

• The project dashpart base

• The Fee Billed column included

• A presentation currency applied to the Fee Billed column

• A project currency that differed from the billing currency

Defect 1838823: This issue occurred after you upgraded to Vantagepoint 5.5. When you displayed an existing dashboard, you received this error message "SqlException: Too many expressions are specified in the GROUP BY clause. The Maximum number is 32 when grouping sets are supplied."

If the issue persists, it is possible that the number of internal columns associated with the dashpart columns increased when Vantagepoint 5.5 was released and those internal columns are needed in the SQL statements to display the correct information for the dashpart columns. If this happens, you can use the following workaround:

• Reduce the number of columns in the dashpart.

• Apply a grouping setting (expanded/collapsed) to one of the columns in the dashpart.

Defect 1853462: When you displayed a dashboard that contains a dashpart with the Project Detail dashpart base, you received this error message: "An item with the same key has already been added."

Defect 1846549: After upgrading to the latest Vantagepoint application, you received an "Invalid column name 'MasterPKey" error message when you searched using the Project or Expense Category fields on the New Expense Report Search dialog box.

Defect 1680584: This issue occurred if you turned on the Current Period and JTD Time Frame toggle and then ran the Office Earnings report. When you selected the Current Direct Cost Billing drill down report, JTD data displayed on the report but Current Period data was not displayed.

Defect 1687010: This issue occurred when you ran the Unbilled Detail and Aging report and then did an advanced search to select fields in the Search Criteria grid. When you rearranged the order of the columns in the Search Results grid and exported the report to an Excel file, the columns in the generated file were not arranged in the order that you had specified.

Defect 1708607: When you ran the Resource Utilization by Organization report, the generated file did not display the list of offices or disciplines in the document map and grouping sub-rows. This issue occurred when, in the report options, you set the Resource Organization Grouping option to Office or Discipline and then cleared the Hide Document Map checkbox.

Defect 1711422: When you tried to group and sort data on the Firm List report, the Primary Specialty field was not available on the Select Groupings dialog box in the report options.

Defect 1722106: The following issues occurred for these General Ledger reports: Account Analysis, Balance Sheet, Income Statement, Profit Planning Monitor, and Trial Balance.

On the Options tab:

• The Account Subtotal option was not selected and there were no values for the Digit field and Label field.

• The default values for Sort Account details were missing.

In addition, when you ran the report, you received this error message: "Object reference not set to an instance of an object."

Defect 1813117: In Vantagepoint Reporting, when you selected Other Actions » Email to email a report to multiple recipients in a long list and then clicked the +To field, you could not add multiple email recipients and you were unable to send the report.

Defect 1815804: When you generated the Expense Summary report, Direct Consultant accounts were included even when the Display Direct Consultant Expenses option was cleared on the Options tab.

Defect 1817075: When you generated the Project Detail report, you received the following error message: "An error has occurred during report processing. (rsProcessingAborted)" This issue occurred when, in the Project Detail report options, you selected the Include User Defined Fields checkbox and then selected dropdown type user-defined fields to include in the report.

Defect 1824480: When you ran the Office Earnings Report, the overhead amounts did not display in the generated output. This issue occurred when you did the following:

1. On the Options tab, you set the Report At option to Cost and set the Report In option to Billing Currency.

2. In the Detail Options section, you selected the Overhead option.

Defect 1826331: When you generated the Project Earnings report, the following columns displayed incorrect amounts: Bill Budgeted Rate, Budgeted Amount Bill, Budgeted Hours, and Budgeted Labor Amount Bill. This issue occurred when you set the Budget Source option to Project Planning Budget and also selected the Report Records with Activity in the Following Area option.

Defect 1830105: For the Project Forecast report, Vantagepoint did not convert currency rates for the Total Compensation and other amounts. This issue occurred even when you defined the daily exchange rate (in Settings » Currency » Daily Exchange Rates).

Defect 1831784: On the Options tab of a General Ledger report, when you used the Organization option to select an organization and then ran the report, the organization reverted to the default, which displayed as My Organization (Organization is Mine) on the report.

Defect 1836909: When you ran the Project Earnings report, the total value of the JTD Profit column on the generated output was incorrect. This issue occurred if you selected the Use Summary Table option and specified a value in the Period Range (for Use with Custom Columns) field on the Options tab when you created the report.

Defect 1838873:When you ran the Office Earnings report, Vantagepoint displayed incorrect job-to-date (JTD) amounts. This issue occurred when you selected the following options on the Options tab:

1. In the Time Frame Options section, you turned on the Job-to-Date toggle.

2. In the Detail Options section, you selected the Use Summary checkbox.

Defect 1849300: When you ran the Income Statement report and included a series of Custom Amount columns in ascending order (such as, Custom Amount columns 1 through10), the report headers displayed correctly. However, if you selected a drill down report, the Report Preview displayed the header incorrectly. For example, if you clicked a drill down report for Custom Amount Column 10, the Report Preview incorrectly displayed the header as Custom Amount 01.

Defect 1605652: On the Timesheets tab of the Export to ADP form, when you entered period range dates and turned on the Show posting already exported to ADP option, the dates in the Posted column in the grid did not display using the correct date format.

Defect 1851109: This issue occurred in the desktop application. When you generated the efile for the electronic filing of the W-2 form, the box 12 values in page 2 of the W-2 form were not included in the efile.

Defect 1823904: When you displayed the Grid Settings dialog box from the Custom Proposals form, the following fields were not available for selection: Created On, Created By, Project, Type, Fee, Notes, and Source.

Defect 1764489: When you tried to expand employee assignments in the Resource View grid, you received an error message. This issue occurred if, for the Projects Filter, you set the Project Status option to Active.

Defect 1814341: When you ran a search, Vantagepoint returned incorrect search results if you specified the following parameters for a field in the Search Criteria grid:

1. You set the Operator option to Not Equal.

2. You added multiple values In the Add Values field.

Defect 1419569: In Settings » Cash Management » Credit Cards, when you edited an existing credit card and then copied or added an additional card, there were issues with assigning and deleting employees from the card. Specifically, when you attempted to delete an employee from one secondary credit card, Vantagepoint incorrectly deleted the same employee from another secondary credit card if that employee was also assigned to card.

Defect 1768321: This issue occurred if you use multiple companies and multiple currencies. The From field in the XE.com Currencies grid did not include all currency options from all companies.

Defect 1840510: The Employee Advance Credit Posting Account field did not apply to employee advances, for which the transactions were posted to a debit account and not a credit account.

Defect 1826943: After upgrading to the latest Vantagepoint application, the Competition grid has been moved back to the Competition tab and marked as secured in Screen Designer » Projects.

Defect 1709090: The Labels and Lists form no longer allows the value in the Description field for a country to be the same as the value in the Code field for another country.

Defect 1718410: This issue occurred in the Roles list. When you updated a role that had the Full Access to All Transaction Types checkbox cleared, you received this error message: "Each role must have access to at least one menu item." When you refreshed the form, the changes were saved and the error message did not display again.

Defect 1758666: The user-defined field displayed as blank in the subject line and/or body of the workflow-related email notification that Vantagepoint sent. This issue occurred when you did the following:

1. You created a numeric user-defined field, added it to a hub, and entered "0" as its value.

2. You created a workflow and added the Email Alert action to the workflow.

3. On the Email Configuration dialog box, you included the user-defined field in the Subject field and/or Message field.

4. You updated the record, which triggered Vantagepoint to send the email notification.

Defect 1828628: You received a Timeout Expired error when you tried to log in while a scheduled approval process workflow is running. This issue occurred if you did the following:

1. In the desktop client, you created an approval workflow for AP Invoice or timesheet.

2. You added different actions to the workflow (for example, Past Due Notification action, Reminder action, and so on).

Defect 1670494: This issue occurred when you created a user-defined field in one of the hubs (for example, the Projects hub), then created a scheduled workflow in Settings » Workflow » Scheduled Workflows, added the Column (Field) Change action to the workflow, and selected the user-defined field on the Column Change Configuration dialog box. When the scheduled workflow ran, the CustomTabFields table (for example, the ProjectCustomTabFields) was not updated.

Defect 1811353: This issue occurred if you have multiple companies in Vantagepoint. If you selected Restrict Charges to Companies in the Multicompany section of the Accounting tab on the Project form, the project was incorrectly available in the Project Information grid of the AP Invoice Approvals form.

Defect 1823575: Posted journal entries disappeared from the list of transaction entries but the entries were still available in Transaction Center » Posting Review. This issue occurred when you deleted a recurring journal entry transaction file in the current period before you selected the entries to be re-created.

Defect 1851462: When you clicked an invoice record to display, the Invoice Form paging control showed "Not in Selection" when it should have displayed the actual record position and the total number of records on file.

Defect 1842700: When you added a contact in the Connect add-in and assigned that contact to a firm that did not exist in Vantagepoint, you received this error message: "Violation of Primary Key EMClientAssocPK."

Defect 1846557: When a user’s role did not have access rights to all menu options, the Organization drop-down list in Vantagepoint Connect did not display any values.

Defect 1826428: The wrong role values, or no role values, were sent to PIM when the following conditions were true:

• In the Client grid on the Team tab of the Projects form in Hubs » Projects » Project , you set the firm record Type to Client.

• In Settings » Labels and Lists » Lists, the Client Role code did not have corresponding entries in the Vendor Role list.

Defect 1849707: This issue occurred when you did not have access to the Salesforce Integration API. If you tried to edit the Stages field under Add a Filter for New Record Imports, you received a generic error message ("An error has occurred"), instead of receiving helpful information about the error.

Defect 1836561: When you ran the key conversion utility to combine projects, phases, or tasks, you received the following error message: "Violation of PRIMARY KEY constraint 'EmployeeRealizationWkPK'." This issue occurred when the records that you tried to combine were associated with an employee who had existing realization allocation amounts in both records.

Defect 1705810: This issue occurred when you created an invoice from the Batch Billing form, entered a description on the Schedule Dialog box, selected the Submit to a Profile option, and scheduled the process to run. When you viewed the process in Utilities » Process Server » Profile Editor, the application that generated the process was displayed instead of the description that you entered.

Defect 1837560: On the Queue Manager form, when you selected a process queue and then clicked the Reset All System Jobs button, the process server system jobs were not reset to the default jobs.

Defect 1767865: When you used the Search and Replace utility in Utilities » Updates » Search and Replace to replace the value in a user-defined Employee field in the project's Billing Terms, the invoice approval was still mapped to the original approver.