Deltek Costpoint 8.2 Release Notes

Welcome to the Deltek Costpoint 8.2 Release Notes, which describe the new features, enhancements, and software corrections made from Costpoint 8.2.1 up to the present release.

Note: For items labeled with "Next Quarterly Release," the Release Notes are in draft form and will be updated continuously until the release date of the quarterly 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 8.2.1 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.

Deltek Learning Hub

With the release of Costpoint 2025.1, we are excited to introduce the Deltek Learning Hub as your new resource center. The Deltek Learning Hub is a comprehensive knowledge center that includes help articles, release notes, learning aids, forums, and more for Costpoint and other Deltek products.

The Deltek Learning Hub offers several key benefits:

• Unified Resource Center: Access all learning resources in one easy-to-navigate platform, eliminating the need to switch between multiple sites.

• Enhanced Search Capabilities: Quickly find the information you need with powerful search tools.

• Personalized Learning Experience: Tailor your learning journey with personalized content and save topics for future reference.

• Stay Updated: Access the latest features and updates through the “What’s New” section.

• Community Support: Connect with peers and experts through forums and community resources.

The Costpoint 8.2 Release Notes landing page will continue to host On-Premises HTML release notes for Costpoint 2025.1 and future releases until further notice. Cloud release notes, on the other hand, will be available in the Deltek Learning Hub. 

The Deltek Learning Hub  will also replace the Costpoint Cloud Information Center (CCIC). While the CCIC will remain temporarily open, it will not have the latest information for Costpoint 8.2. Users of Costpoint 8.1 will continue to use the Costpoint Information Center (CIC). We encourage you to explore the Deltek Learning Hub for all future updates and resources. Please update your bookmarks to ensure easy access to the latest information.

Watch the Deltek Learning Hub Overview to learn more. You can also view the Deltek Learning Hub FAQs for additional details. 

Updated Help Menu

The Help menu has been updated to include a direct link to the Deltek Learning Hub. The previous Costpoint Information Center and Videos and Learning Aids menu items have been removed. This streamlined menu allows for easier and quicker access to the new Learning Hub.

Updates to the New Costpoint Release Methodology for On-Premises Customers

This section summarizes updates to the Costpoint Quarterly Release methodology for on-premises customers, first introduced with Costpoint 8.2 (June 2023). This approach helps Deltek deliver features more frequently while maintaining quality and stability.

Deltek delivers Quarterly Releases (QRs) that include new features, defect fixes, and regulatory updates. Calendar Year End (CYE) updates are delivered separately and are compatible with the current year’s Q2 release and later (Q3 and Q4).

Costpoint 8.2 (Deltek’s Innovation Release) follows Deltek’s Product Lifecycle Phases (see Product Lifecycle Phase Descriptions). Each QR is in Active Support for 3 months, then Maintenance Support for 6 months, before moving to Sustaining Support.

Upgrade expectations (on-premises)

• Apply at least two QRs each calendar year (you may skip one QR as part of your annual upgrade plan).

• To receive CYE updates (W-2, 1099, payroll, and other regulatory updates), you must be on the current year’s Q2 release or higher.

• Because Q1 moves to Sustaining Support in September under the 9-month policy, remaining current helps ensure access to support updates and critical hot fixes.

To help accelerate upgrades, customers are encouraged to use Deltek-provided or alternative test automation tools. Learn more here.

As part of the Quarterly Release transition, Costpoint version numbers will reflect the year and quarter of release starting with 2025 Q1 (for example, 2025.1, 2025.2, and so on). See Support Lifecycle: Deltek Costpoint Product Family for the full release listing.

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 8.2 individual Pick and Choose hot fixes: Deltek Costpoint 8.2 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.

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.

• Return To Top: This link displays at the bottom right of the page. Click this link to navigate back to the top of the Release Notes.

Print These Release Notes or Save as PDF

You can print these release notes or save this page as a PDF. Do one of the following actions:

• Desktop (Windows): Press CTRL+P on your keyboard. On the dialog box that displays, you can choose to save this page as a PDF or select a printer to print the release notes.

• Desktop (Mac): Press COMMAND+P on your keyboard or click File » Print and select a printer to print these release notes. To save this page as a PDF, click File » Export and select a name and destination for the PDF file.

• Mobile Device: Printing settings may differ depending on the browser and device that you are using. You can access these settings through the More link, Share icon, or the browser menu (three vertical dots or three horizontal lines).

Costpoint now has the capability to export 1099 information into a CSV file for submission through IRIS. The IRS Information Returns Intake System (IRIS), introduced in 2025, will be the only intake system for FIRE-related forms once FIRE reaches its targeted retirement schedule on January 2027.

With this enhancement, you can generate IRIS-aligned CSV files for 1099-NEC and 1099-MISC directly from Costpoint using existing 1099 reporting logic, helping you prepare for upcoming IRS filing requirements as the transition away from FIRE approaches.

The export applies standard 1099 thresholds and withholding rules, and validates required recipient information before file creation. When record counts exceed IRS limits, Costpoint automatically generates multiple CSV files, helping ensure the output is ready for IRIS submission.

Note: For more information on IRIS, refer to https://www.irs.gov/pub/irs-efile/iris-101-07292025.pdf.

 

Important Notes:

• The CSV output includes only fields currently available in Costpoint and mapped to IRIS requirements; some optional IRIS fields are not included.

• Corrections are not supported when creating a 1099 CSV file.

• If the total number of records exceeds 250, Costpoint generates multiple CSV files.

• Required recipient information (such as Recipient TIN Type and name) must be complete; missing required data prevents CSV creation.

• The CSV export uses existing 1099 federal reporting logic and thresholds. State-specific filing is not supported in this feature. View this Important Notice for more information on the removal of the 1099 state filing capability in Costpoint.

• The CSV file is intended for data submission and does not replace printed 1099 forms or correction workflows.

  

 

Manage Vendors (APMVEND)

Multiple enhancements have been added to the Manage Vendors screen to support the 1099 CSV file creation capability.

The screen has been updated with a new 1099 tab, where the former 1099’s group box from the Header tab has been relocated. In addition, the following recipient information fields have been added to this tab:

• Recipient TIN Type: Use this field to select the type of tax identification number of the recipient. It has the following options:

• EIN: A nine-digit taxpayer identification number issued by the IRS to identify business entities, estates, trusts, and other non-individual taxpayers for federal tax reporting purposes

• QI-EIN: An Employer Identification Number assigned to a foreign entity or certain U.S. branches that have entered into a Qualified Intermediary (QI) agreement with the IRS and assume primary withholding and reporting responsibilities for certain U.S.-source income

• SSN: A nine-digit taxpayer identification number issued by the Social Security Administration to U.S. citizens and eligible residents, used to identify individuals for employment and federal tax reporting purposes

• ITIN: A nine-digit taxpayer identification number issued by the IRS to individuals who are required to file U.S. tax returns but are not eligible for a Social Security Number. An ITIN is used for federal tax reporting purposes only.

• ATIN: A temporary taxpayer identification number issued by the IRS for a child in a pending domestic adoption when the adopting parents are unable to obtain the child’s Social Security Number before filing a federal tax return

• UND: An indicator used in information return reporting when a recipient’s taxpayer identification number has not been provided or cannot be determined at the time of filing, despite required solicitations. The IRS does not consider this a valid TIN and may assess penalties for missing TINs.

• Recipient First Name: Use this field to enter the recipient’s given name. This field is required if the Recipient TIN Type represents a person (SSN, ITIN, or ATIN).

• Recipient Middle Name: Use this field to enter the recipient’s middle name or initial.

• Recipient Last Name: Use this field to enter the recipient’s family or surname. This field is required if the Recipient TIN Type represents a person (SSN, ITIN, or ATIN).

• Recipient Suffix: Use this field to enter the suffix associated with the recipient’s name (such as Jr., Sr., or III), if applicable.

Recipient information is required so the IRS can identify the payee, match reported income to the correct taxpayer, and validate the tax information returns during electronic filing. These fields are validated during 1099 CSV creation.

In addition, all recipient information fields, along with the 1099 Type, Name fields, and the Print 1099 Form checkbox, are now available as query parameters. 

 

 

 Import Vendors (AOPUTLVU)

The Import Vendors screen has been enhanced to support importing recipient information required for 1099 CSV creation. The following new fields can now be included when importing vendor data:

Column Name	Costpoint Table/Column	Type	Length	Required or Optional	Format
Recipient TIN Type	S_1099_RECPT_TIN_TYPE	Alphanumeric	10	Optional	E: EIN Q: QI-EIN S: SSN I: ITIN A: ATIN U: UND
Recipient First Name	S_1099_RECPT_FNAME	Alphanumeric	20	Required if Recipient TIN Type is S, I, or A.
Recipient Middle Name	S_1099_RECPT_MNAME	Alphanumeric	20	Optional
Recipient Last Name	S_1099_RECPT_LNAME	Alphanumeric	20	Required if Recipient TIN Type is S, I, or A.
Recipient Suffix	S_1099_RECPT_SUFFIX		20	Optional

  

 

Create 1099 Information (APP1099C)

Enhancements to the Create 1099 Information screen ensure that recipient information are stored with 1099 records to support IRIS-aligned CSV output. The following columns are now populated in the Vendor 1099 Information (VEND_1099) table during the 1099 creation process:

• Recipient TIN Type (S_1099_RECPT_TIN_TYPE)

• Recipient First Name (S_1099_RECPT_FNAME)

• Recipient Middle Name (S_1099_RECPT_MNAME)

• Recipient Last Name (S_1099_RECPT_LNAME)

• Recipient Suffix (S_1099_RECPT_SUFFIX)

 

 

Edit 1099 Information (APM1099)

The Edit 1099 Information screen has been updated to display key recipient fields used for 1099 CSV creation. The following read-only fields have been added to help identify missing or incomplete data:

• Recipient TIN Type

• Recipient First Name

• Recipient Last Name

These fields can be queried and sorted to assist with data review prior to CSV generation.

 

 

Print/Create 1099s and Magnetic Media (APR1099)

The Print/Create 1099s and Magnetic Media screen has been enhanced with a new option to create a 1099 CSV file for IRIS filing. The following new screen elements have been added:

• Create CSV option in the Generate group box

• Create 1099 CSV File option in the Actions drop-down list

When you select Create CSV:

• In the Generate group box, the Correction checkbox is disabled.

• In the Magnetic Media Information group box, all fields except for Location and File Name are disabled.

• CSV files are generated for 1099 NEC and 1099 MISC using existing 1099 magnetic media creation logic.

• Multiple CSV files are automatically created when record limits are exceeded.

 

 

Print 1099 Edit Report (APR1099E)

The Print 1099 Edit Report has been updated to include recipient fields required for 1099 CSV creation. The following fields now display on the report:

• Recipient TIN Type

• Recipient First Name

• Recipient Last Name

These additions help identify missing recipient information that could prevent successful CSV file generation.

 

 

This enhancement requires the following:

• cp82_dbc_820_12046_001.zip
  

• cp82_app1099c_003.zip

This enhancement enables Costpoint to apply sequenced withholding for 401(k) and 403(b) deductions so that standard contributions are fully applied before any Roth catch-up contributions are applied. This helps you ensure that employees receive the full intended tax benefits of standard retirement contributions and aligns payroll processing more closely with regulatory guidance under SECURE 2.0 Act.

You can enable this new functionality on the Configure Payroll Settings screen. When enabled, Costpoint suppresses catch-up deductions until the standard contribution limit is reached, then automatically routes excess amounts to designated Roth catch-up deductions within the same payroll. This feature applies to 401(k) and 403(b) plans.

Note: W-2 changes are not part of this Costpoint release and will follow in a future release.

 

Configure Payroll Settings (PRMPRSET)

Use this screen to enable and control catch-up deduction sequencing. The screen adds the Enable catch-up deduction sequencing checkbox to the Payroll Computation/Reporting Options group box. When you select the Enable catch-up deduction sequencing checkbox, Costpoint sequences 401(k) and 403(b) deductions so that standard contributions are applied before catch-up contributions.

Field	Description
Enable catch-up deduction sequencing	When selected, 401(k) deductions will automatically transition to Roth catch-up when the statutory limit is reached. This is unchecked by default.

 

Manage Deductions (PRMDED)

You can now define deduction types that support catch-up deduction sequencing. This release updates the Deduction Type field to support new catch-up deduction type codes for both standard and Roth plans. You can now assign deduction types that represent standard and Roth catch-up configurations for 401(k), 403(b), and 457(b) plans.

Deduction Type	Description
401C	401k StdCatchUp Age 50-59,64+
401C+	401k SupCatchUp Age 60-63
401RC	Roth401k StdCatchUp 50-59 64+
401RC+	Roth401k SupCatchUp Age 60-63
403C	403b StdCatchUp Age 50-59,64+
403C+	403b SupCatchUp Age 60-63
403RC	Roth 403b StdCatchUp 50-59 64+
403RC+	Roth 403b SupCatchUp Age 60-63
457C	457b StdCatchUp Age 50-59,64+
457C+	457b SupCatchUp Age 60-63
457RC	Roth 457b StdCatchUp 50-59 64+
457RC+	Roth 457b SupCatchUp Age 60-63

 

Manage Retirement Elections (AOMESSRB)

The application will prevent assigning more than one catch-up deduction for the same plan type. An error will display when multiple catch-up deductions exist for a single 401(k), 403(b), or 457(b) plan type.

A warning will display when a catch-up deduction is assigned without a corresponding base plan deduction.

 

Manage Employee Deductions (PRMEDED)

The application will prevent assigning more than one catch-up deduction for the same plan type. An error will display when multiple catch-up deductions exist for a single 401(k), 403(b), or 457(b) plan type.

A warning will display when a catch-up deduction is assigned without a corresponding base plan deduction.

 

Manage Employee Information (LDMEINFO)

On the Deductions subtask of the screen, the application will prevent assigning more than one catch-up deduction for the same plan type. An error will display when multiple catch-up deductions exist for a single 401(k), 403(b), or 457(b) plan type.

A warning will display when a catch-up deduction is assigned without a corresponding base plan deduction.

 

Compute Payroll (PRPCPR)

The Compute Payroll process will now automatically transition 401(k) and 403(b) deductions to Roth catch-up deductions when you select the Enable catch-up deduction sequencing checkbox on the Configure Payroll Settings screen.

Catch-up deductions remain configured at the employee level but are not calculated until you reach the 401(k) deferral limit on the Manage Federal Taxes (PRMFTI) screen. During the payroll in which the limit is exceeded, only the residual (excess amount) is applied to the catch-up deduction. In subsequent payrolls, the catch-up deduction is calculated based on its configured amount or percentage. This feature does not affect existing deduction calculation logic or limit enforcement, including the group limit.

Costpoint now allows you to report Fair Labor Standards Act (FLSA) overtime information for One Big Beautiful Bill Act (OBBBA) compliance using the Print Timesheet History Report screen. This enhancement allows you to identify employees’ FLSA overtime hours and premium amounts directly from historical timesheet data, which is useful if your organization does not use Costpoint Payroll.

You can access this functionality if you have appropriate permissions for the Labor module and labor reporting screens. The feature uses existing posted timesheet data and does not require additional setup beyond configuring applicable pay types. It is available to both Payroll and non-Payroll clients, with removed license restrictions for certain pay type settings. The report uses only historical timesheets and excludes recast overtime transactions, so you may need additional analysis for specific state rules.

 

Print Timesheet History Report (LDRTHFR)

This enhancement updates the Print Timesheet History Report application to include new OBBBA-specific report options. To support this feature, the following updates were applied:

• You can now select the type of report that you want to print from the Report Type options:

Field	Description
Report Type	Select the type of report to print. Valid options are: Timesheet History Summary FLSA Overtime for OBBBA Detail FLSA Overtime for OBBBA

• The report now filters data to include only pay types with FLSA overtime (OBBBA) enabled.

• The summary report displays overtime hours and overtime premium amounts aggregated by employee.

• The detail report displays overtime hours and overtime premium amounts per employee, pay type, and timesheet.

• The report excludes recast overtime lines and includes only original posted timesheet records. You can include employees with overtime activity only, based on FLSA-qualified pay types.

• You can select the Include Part-Time Employees and Include Temporary Employees checkboxes when running OBBBA report types. Costpoint disables Show Pay Type Totals when you select either OBBBA report option.

 

Manage Pay Types (LDMPAYTP)

This enhancement updates the Manage Pay Types application to support OBBBA overtime reporting for all users. This means that non-Payroll clients can now configure overtime-related pay types. You can now select the new FLSA overtime (OBBBA) and Exclude hours from overtime recalculation (OBBBA) checkboxes regardless of Payroll license.

Field	Description
Overtime	Select this checkbox if this pay type is an overtime or premium-type of pay type.
Exclude hours from overtime recalculation	When licensed for Payroll, select this checkbox if hours associated with this pay type should be excluded when calculating the FLSA overtime hours for the employees’ W-2 as part of the One Big Beautiful Bill Act (OBBBA) changes in 2025. The Recompute Taxable Wages screen uses this checkbox to determine if the pay type’s hours from the timesheet should be included when calculating FLSA overtime hours for states that calculate overtime hours on a daily basis. It is not used if a state calculates overtime based on 40 hours per week. This checkbox is information only if your company does not have a Payroll license.
FLSA overtime (OBBBA)	Select this checkbox if any overtime hours associated with this pay type are based on a 40-hour work week. If your company has a Payroll license, this checkbox is used by Recompute Taxable Wages when calculating FLSA overtime premium amounts for employees’ W-2’s as part of the One Big Beautiful Bill Act (OBBBA) changes in 2025. The checkbox is also used by the Timesheet History report to report on FLSA overtime hours and overtime premium amounts.

 

This enhancement requires the following:

• cp82_bundle_CYE2025_002.zip

• cp82_dbc_820_12081_001.zip

• cp82_ldmpaytp_002.zip

• cp82_ldrthfr_001.zip

• DeltekCostpointMaintenanceRelease_2025.2.0.5023.exe

Costpoint has been fully tested to support the pre-printed ACA Forms 1094-C and 1095-C from Deltek’s partner form vendors for the 2026 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.

Note: To avoid any alignment issues, you can use the corresponding options on the Process menu of ACA screens to print the forms on PDFs:

• Print 1095-C Forms with Data on the Print 1095-Cs screen

• Print 1094-C Forms with Data on the Print 1094-Cs screen

This enhancement requires the following:

• cp82_bundle_CYE2025_002.zip

• cp82_hbr1094c_004.zip

• cp82_hbr1095c_005.zip

• DeltekCostpointMaintenanceRelease_2025.2.0.5023.exe

The 2025 PDF template file for 1094-C and 1095-C forms is now available in Costpoint, which will let you create PDF files with data for the calendar year 2025. You can then use the PDF files to print the forms on plain paper.

To support this update, the following screens were updated:

• 1095-Cs

• Print 1094-Cs

• Print 1095-Cs

Attention: For more information, see:

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

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

Costpoint has the ability to generate manifest and data files that comply with the latest tax year 2025 schema for the UI transmission channel. This release updates the Create 1094-C and 1095-C Electronic File screen to support the latest requirements for the data file transmission. The tax year in all applicable namespace references was updated to "ty25" in the manifest and data files.

This enhancement requires the following:

• cp82_hbp1094c_004.zip

• cp82_dbc_820_11956_001.zip

• DeltekCostpointMaintenanceRelease_2025.2.0.5023.exe

The federal withholding methods for 2026 were released by the Internal Revenue Service. The changes include the following:

• The percentage method‘s tax brackets were adjusted.

• Nonresident alien employee annual additional amount:

• If employee was first paid wages before 2020 and has not submitted a Form W-4 for 2020 or later: $11,800 (from $10,700)

• If employee has submitted a Form W-4 for 2020 or later or was first paid wages in 2020 or later: $16,100 (from $15,000)

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

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

• Manage Federal Tax Tables

• Manage Federal Taxes

This enhancement requires patch dbc_820_11966.

Costpoint now supports Form W-4 for Payroll Year 2026. The federal taxes updates are:

• Dependent Credit Amounts – Qualifying Children under 17: $2,200 

• Deductions Worksheet – Married: $32,200

• Deductions Worksheet – Head of Household: $24,150

• Deductions Worksheet – Single: $16,100

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

This enhancement requires patch dbc_820_11966.

Updated Forms 1099-MISC and 1099-NEC in Costpoint now comply with the 2025 IRS format and specifications.

This update ensures accurate reporting of excess golden parachute payments. These payments, previously entered in box 14 of Form 1099-MISC, must now be reported in box 3 of Form 1099-NEC. 

This change aligns with current IRS requirements and helps maintain compliance for year-end tax reporting.

In addition, modifications have been applied to reflect changes to the 2025 CF/SF participating states.

Attention: See Defect 2501723 in the Software Issues Resolved section for more information.

You can now select USERRA make-up amounts for 2024 on the Box 12 subtask of the Manage W-2s and Manage W-2Cs screens. The Code field lookup now lists the following new Box 12 codes:

The following codes and descriptions are added to the Box 12 (S_BOX_12_CD) table:

Box 12 Code	Description
D 24	USERRA 2024 make up elective deferrals to a section 401(k) cash or deferred arrangement
E 24	USERRA 2024 make up elective deferrals to a section 403(b) salary reduction agreement
F 24	USERRA 2024 make up elective deferrals to a section 408(k)(6) salary reduction agreement
G 24	USERRA 2024 make up elective deferrals and employer contributions (including nonelective deferrals) to a section 457(b) deferred comp plan
H 24	USERRA 2024 make up elective deferrals under a section 501(c)(18)(D) tax-exempt organization plan
S 24	USERRA 2024 make up employee salary reduction contributions under a section 408(p) SIMPLE
Y 24	USERRA 2024 make up deferrals under section 409A nonqualified deferred compensation plan
AA 24	USERRA 2024 make up designated Roth contributions to a section 401(k) plan
BB 24	USERRA 2024 make up designated Roth contributions under a section 403(b) salary reduction agreement
EE 24	USERRA 2024 make up designated Roth contributions under a section 457(b) plan

This release also updates the descriptions for Codes F and S. These codes are now described as:

• Code F: Elective deferrals under a section 408(k)(6) salary reduction SEP (this includes elective deferrals made to a Roth SEP IRA)

• Code S: Employee salary reduction contributions under a section 408(p) SIMPLE plan (this includes salary reduction contributions made to a Roth SIMPLE IRA)

Note: These changes also apply to the Manage W-2Cs screen.

This enhancement requires patch dbc_820_11857.

The 2025 PDF template file for 1094-C and 1095-C forms is now available in Costpoint, which will let you create PDF files with data for the calendar year 2025. You can then use the PDF files to print the forms on plain paper.

To support this update, the following screens were updated:

• 1095-Cs

• Print 1094-Cs

• Print 1095-Cs

Attention: For more information, see:

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

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

The federal withholding methods for 2026 were released by the Internal Revenue Service. The changes include the following:

• The percentage method‘s tax brackets were adjusted.

• Nonresident alien employee annual additional amount:

• If the employee was first paid wages before 2020 and has not submitted a Form W-4 for 2020 or later: $11,800 (from $10,700)

• If the employee has submitted a Form W-4 for 2020 or later or was first paid wages in 2020 or later: $16,100 (from $15,000)

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

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

• Manage Federal Tax Tables

• Manage Federal Taxes

This enhancement requires patch dbc_820_11966.

The 2026 Form W-4 regulatory update ensures Federal W-4 functionality in Employee Self Service matches the latest IRS requirements for employee federal tax withholding. This enhancement updates the wording, amounts, and instructions on the Federal W-4 screen and the tab on the Life Events/New Hires screen to reflect the 2026 IRS changes. The Deductions Worksheet tab has been removed, and direct links to the IRS W-4 form and Tax Withholding Estimator have been added for compliance and user convenience.

Note: The IRS may release further changes before the final 2026 form is published. The application will be updated as needed to maintain compliance. The Deductions Worksheet is now accessed via a link rather than a tab due to expanded worksheet content and interface constraints.

 

Federal W-4 (ESMFEDWH)

The Federal W-4 screen displays the following changes to reflect the 2026 IRS Form W-4 updates:

• The Deductions Worksheet tab was removed from the screen.

• On the Step 1 tab, the TIP button was renamed to Caution and Tip Instructions and now opens by default with updated caution and tip text from the IRS.

• On the Step 3 tab, labels were updated to “(a) Multiply the number of qualifying children under age 17 by $2,200” and “(b) Multiply the number of other dependents by $500.”

• On the Step 4 tab, the deductions field now instructs users to use the Deductions Worksheet on page 4 of the IRS W-4 form, with a direct link provided.

• The Exempt from federal taxes checkbox was updated to match 2026 IRS language and now references exemption conditions for 2026.

• On the Multiple Jobs Worksheet tab, all references to “page 4” were updated to “page 5” per the new IRS form.

Note: These updates are also applicable to the Federal W-4 tab on the Life Events/New Hires screen.

The following are the 401(k) limits and Roth catch-up wage threshold for 2026:

• 401(k) Deferral Limit: $24,500 (from $23,500).

• 401(k) Wage Limit: $360,000 (from $350,000)

• Roth Catch-Up Wage Threshold for 2025: $150,000 (from $145,000)

• ACA Affordability Threshold: 9.96% (from 9.02%)

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

Attention: For more information, see: https://www.irs.gov/pub/irs-drop/n-25-67.pdf.

This enhancement requires patch dbc_820_11942.

The Old-Age, Survivors, and Disability Insurance taxable wage base increases from $176,100 to $184,500 in 2026.

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/en/cola/factsheets/2026.html.

This enhancement requires patch dbc_820_11903.

Costpoint now supports Form W-4 for Payroll Year 2026. The federal tax updates are:

• Dependent Credit Amounts – Qualifying Children under 17: $2,200 

• Deductions Worksheet – Married: $32,200

• Deductions Worksheet – Head of Household: $24,150

• Deductions Worksheet – Single: $16,100

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

This enhancement requires patch dbc_820_11966.

Nebraska published the latest Nebraska Income Tax Withholding on Wages, Pensions and Annuities, and Gambling Winnings Paid on or after January 1, 2026. The changes are:

• The annual state allowance increased from $2,360 to $2,440.

• The tax brackets have been adjusted with tax rate range of zero to 4.60%, instead of the previous range of zero to 5.37%.

• The flat supplemental tax rate decreased from 5% to 3.5%.

Attention: For more information, see: https://revenue.nebraska.gov/sites/default/files/doc/business/Cir_En_2025/2026cir_en_whole.pdf.

To support state requirements, this release 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 patch dbc_820_11963.

The 2025 “One Big Beautiful Bill Act” (OBBBA) introduces new federal requirements for reporting and deducting overtime premium pay. This enhancement enables payroll administrators to track, calculate, and report FLSA-compliant overtime premium amounts for non-exempt employees, ensuring compliance with OBBBA and IRS guidance. The enhancement is limited to FLSA overtime premiums; overtime paid under state law or employer policy above FLSA requirements is excluded from the deduction and reporting logic. For 2025, overtime premium amounts are reported in Box 14 of the W-2; for 2026 and beyond, reporting will move to Box 12 with code TT.

 

Manage Pay Types (LDMPAYTP)

A new set of controls enables you to flag pay types for OBBBA overtime exclusion or FLSA compliance, ensuring only eligible overtime is included in premium calculations for W-2 reporting.

To support OBBBA, two new checkboxes were added to the screen to enable you to control which pay types are included in overtime premium calculations for W-2s, ensuring compliance and accurate reporting. The new checkboxes are:

Field	Description
Exclude hours from overtime recalculation (OBBBA)	Select this checkbox if hours associated with this pay type should be excluded when calculating the FLSA overtime hours for the employees’ W-2 as part of the One Big Beautiful Bill Act (OBBBA) changes in 2025. The Recompute Taxable Wages screen uses this checkbox to determine if the pay type’s hours from the timesheet should be included when calculating FLSA overtime hours for states that calculate overtime hours on a daily basis. It is not used if a state calculates overtime based on 40 hours per week. This checkbox is disabled if the pay type is marked as overtime. Note: You can view this checkbox only if your company has a Costpoint Payroll license.
FLSA overtime (OBBBA)	Select this checkbox if any overtime hours associated with this pay type are based on a 40-hour work week. This checkbox is used by Recompute Taxable Wages when calculating FLSA overtime premium amounts for employees’ W-2s as part of the One Big Beautiful Bill Act (OBBBA) changes in 2025. This checkbox is enabled only for overtime pay types. Note: You can view this checkbox only if your company has a Costpoint Payroll license.

 

Recompute Taxable Wages (PRPRCOMP)

This enhancement introduces new options to calculate and report overtime premium amounts for W-2s, as required by OBBBA. The overtime premium amounts will be added to the employee payroll records on the Manage Employee Earnings History screen. The new process should be run as part of the year-end process before creating W-2s; it does not need to be run after each payroll. The updates are:

• A new process type, Calculate Overtime Premium Amounts for W-2s (OBBBA), was added. This enables you to compute FLSA-compliant overtime premium amounts for non-exempt employees, ensuring accurate W-2 reporting and compliance with OBBBA. The following new selection controls were added:

Field	Description
Timesheet Cycle	From the drop-down list, select the range option for the timesheet cycle to include in this report. Valid options are: All: Select this option to include all timesheet cycles on the report. One: Select this option to include only one timesheet period on the report. Enter the timesheet cycle in the Start field. This field is enabled only when the Process Type selected is Calculate Overtime Premium Amounts W-2s for (OBBBA).
Starting Timesheet Cycle	Enter, or click lookup to select, the timesheet cycle to be included in the report. This field is required if One is selected as your Option.

• A new Calculate Overtime Premium Amounts (OBBBA) group box with the following options was added:

Field	Description
Calculate overtime premium based on:	Select the basis of the computation of the overtime premium. Options are: FLSA overtime pay types only All overtime pay types When FLSA overtime pay types only is selected, the process will use only pay types where FLSA overtime (OBBBA) is selected.
For states with a daily overtime basis	In the Manage Overtime Rules by State application, for states where the Overtime Basis is set to Daily, select how the overtime premium amounts will be calculated. Options are: Recalculate overtime based on weekly hours worked: If you select this option, then for weekly timesheet cycles, the application will sum any hours not flagged as Exclude hours from overtime recalculation (OBBBA), and any hours over 40 will be designated as overtime. For non-weekly timesheet cycles, the application will do the same but only for timesheets with timesheet line dates. If there are no timesheet line dates for bi-weekly, semi-monthly, or monthly timesheet cycles, the process will be unable to determine which hours belong to each week and cannot calculate the overtime premium amounts. Calculate overtime premium based on existing overtime: If you select this option, then the application will determine the overtime premium amounts based on the overtime hours that have been already recorded in the timesheet. It will not recalculate the overtime hours.

• The process inserts calculated overtime premium amounts in the employee earnings records for W-2 reporting.

• If you enable audit tracking, the application stores the changes on the Employee Overtime Premium Detail Audit table (EMPL_E_OT_PREM_ADT).

• Exception and summary reports are generated for transparency and audit.

 

Manage Employee Earnings History (PRMERF)

A new Overtime Premium Amount subtask enables you to view or edit the FLSA overtime premium amounts that will be added to an employee’s W-2 as a part of the OBBBA (One Big Beautiful Bill Act). The overtime premium amounts can be automatically populated through the Recompute Taxable Wages application. Records may also be manually added, edited, or deleted through this subtask. If you enable audit tracking, the application stores the changes on the Employee Overtime Premium Detail Audit table (EMPL_E_OT_PREM_ADT).

The subtask displays the following fields:

Field	Description
Timesheet Date	This field displays the timesheet date from the associated timesheet.
Timesheet Type	This field displays the timesheet type from the associated timesheet.
Overtime Pay Type	Enter, or click Lookup to select, the overtime pay type for the timesheet line data.
Overtime Hours	Enter the overtime hours for the timesheet.
Overtime Hourly Rate/Weighted Average Rate	Enter the employee’s overtime hourly rate or weighted average rate. This rate will be used to calculate the overtime premium amount.
Pay Type Factor	Enter the pay type factor for the timesheet line data.
Hourly Base Rate	This field displays the regular hourly rate based on the overtime rate/weighted average rate divided by the pay type factor.
Overtime Premium Rate	The overtime premium rate is a calculated field that is equal to half of the employee’s hourly rate.
Overtime Premium Amount	The overtime premium amount is a calculated field that is equal to the overtime premium rate multiplied by the overtime hours.

The Employee Earnings tab displays a new Overtime Premium field which summarizes the total for each paycheck.

Validation ensures that overtime premium amounts are added only when a timesheet exists for the paycheck.

 

Create W-2 Table (PRPCW2)

A new OBBBA Overtime Premium Reporting for 2025 group box has been added to support OBBBA overtime premium reporting for the 2025 payroll year, ensuring compliance with new federal requirements. Costpoint sums the overtime premium amounts from the Overtime Premium Amount field on the Employee Earnings tab in employee records on the Manage Employee Earnings History screen.

Field	Description
Box 14 Line for Overtime Premium	If you have calculated the overtime premium amounts through Recalculate Taxable Wages for the 2025 payroll year, from the drop-down list, select the Box 14 line where they should display on the W-2. This is only for the 2025 payroll year. The overtime premium amount will display in Box 12 with a code of TT in 2026. Valid options are: Line 1 Line 2 Line 3 Line 4 Line 5
Box 14 Description for Overtime Premium	If you have calculated the overtime premium amounts through Recalculate Taxable Wages for the 2025 payroll year, this disabled field displays the description that will be added to Box 14 for the overtime premium amount. If lines 1–5 in Box 14 do not include any localities or deductions, the application sets this field to OTPremium by default. This is only for the 2025 payroll year. The overtime premium amount will display in Box 12 with a code of TT in 2026. If you manually add overtime premium amounts to Box 14, use this same code as a description.

Logic ensures that if another deduction or locality is already assigned to the selected Box 14 line, the amounts are summed and a message is displayed.

 

View Employee Earnings (PRQERF)

The screen now displays overtime premium details for each employee, supporting OBBBA compliance and year-end W-2 reporting.

A new Overtime Premium Amount subtask displays the FLSA overtime premium amounts for each employee. The information on this subtask is populated automatically by the Recompute Taxable Wages process and is read-only in this view. This enables payroll administrators to audit and verify the data before W-2 creation, ensuring compliance with OBBBA and IRS requirements. The subtask will be populated if audit tracking is enabled.

The subtask displays the following fields:

Field	Description
Timesheet Date	This field displays the timesheet date from the associated timesheet.
Timesheet Type	This field displays the timesheet type from the associated timesheet.
Overtime Pay Type	This field displays the overtime Pay Type for the timesheet line data.
Overtime Hours	This field displays the overtime hours for the timesheet.
Overtime Hourly Rate/Weighted Average Rate	This field displays the employee’s overtime hourly rate or weighted average rate. This rate will be used to calculate the overtime premium amount.
Pay Type Factor	This field displays the Pay Type Factor for the timesheet line data.
Hourly Base Rate	This field displays the regular hourly rate based on the Overtime Rate/Weighted Average rate divided by the Pay Type Factor.
Overtime Premium Rate	This field displays the overtime premium rate. It is a calculated field that is equal to half of the employee’s hourly rate.
Overtime Premium Amount	This field displays the overtime premium amount. It is a calculated field that is equal to the overtime premium rate multiplied by the overtime hours.

 

Print Data Dictionary (SYRDD)

The Print Data Dictionary screen now reflects new fields in the Pay Type and employee earnings tables, supporting OBBBA overtime premium tracking and reporting. This includes the following:

• OBBBA_EXCLUDE_FL and FLSA_OT_FL fields on the PAY_TYPE table

• OT_PREM_TOTAL on the EMPL_EARNINGS table

• New EMPL_EARN_OT_PREM table for overtime premium

• OT_PREM_TOTAL field on the EMPL_E_ADT and EMPL_E_OT_PREM_ADT tables

 

This enhancement requires the following patches:

• dbc_820_11880

• dbc_820_11923

• dbc_820_11967

As part of IRS Revenue Ruling 2025-4, employer-paid contributions that cover the employee’s share of paid family and medical leave (PFML) premiums must be treated as additional taxable wages to the employee. This enhancement ensures Costpoint supports the identification and calculation of employer-paid portions of the employee’s required paid leave contributions, especially when the employer pays more than their required share. When you set up local taxes to use this new function, Costpoint flags the excess as taxable compensation and ensures it flows correctly through payroll processing and reporting.

Payroll administrators can configure which tax types (Federal, Social Security, Medicare, FUTA, SUTA, State) will include the employer-paid pickup in the employee’s taxable wages. These settings are available only when the local tax is set as employer paid.

This enhancement is not limited to Minnesota. It applies to all state-mandated PFML programs and similar state programs that meet IRS Revenue Ruling 2025-4 criteria.

 

Manage Local Taxes (PRMLTI)

You can now specify, per local tax code, whether employer-paid pickup amounts are included in the employee’s taxable wages for each major tax type. This ensures that any excess employer-paid contributions are correctly taxed and reported.

To support this new functionality, the following new fields have been added to the screen:

Field	Description
Include employer-paid pickup in Employee’s taxable wages group box	This setting ensures compliance with IRS regulations on the tax treatment of employer pickup contributions for state-mandated paid family and medical leave programs. This controls which tax types are impacted by the pickup amount (added to employee’s taxable wages for those tax types). These checkboxes apply only to employer-paid local tax codes. Select one of the following checkboxes: Federal Income Tax: When you select this checkbox, if the employer pays more than the required share of the employee's contribution, the excess amount (employer pickup) will be added to the employee’s federal taxable wages. Social Security (EE/ER): When you select this checkbox, if the employer pays more than the required share of the employee's contribution, the excess amount (employer pickup) will be added to the employee’s social security taxable wages. Medicare (EE/ER): When you select this checkbox, if the employer pays more than the required share of the employee's contribution, the excess amount (employer pickup) will be added to the employee’s Medicare taxable wages. Federal Unemployment Tax (FUTA): When you select this checkbox, if the employer pays more than the required share of the employee's contribution, the excess amount (employer pickup) will be added to the employee’s FUTA taxable wages. State Income Tax: When you select this checkbox, if the employer pays more than the required share of the employee's contribution, the excess amount (employer pickup) will be added to the employee’s state taxable wages. State Unemployment Tax (SUTA): When you select this checkbox, if the employer pays more than the required share of the employee's contribution, the excess amount (employer pickup) will be added to the employee’s SUTA taxable wages.
Required Employer Share %	This new field is available on the Local Tax Details table. Enter the statutory employer share of the premium for a state-mandated paid family and medical leave program. This percentage is used to determine whether the employer is contributing more than the required amount (that is, making a pickup). Any excess will be treated as additional taxable wages to the employee. This field applies only to employer-paid local tax codes.

The following group boxes were added to organize existing fields:

• Local Setup

• W-2 Reporting

• Tax Type Details

• Payroll Tax Interface

 

Compute Payroll (PRPCPR)

Payroll calculations now automatically include employer-paid pickup amounts in the employee’s taxable wages for configured tax types, ensuring compliance with IRS and state requirements.

The Compute Payroll process now:

• Calculates the employer pickup amount as the difference between the employer’s actual share and the required employer share.

• Adds the employer pickup amount to the employee’s taxable wages for each configured tax type (Federal, Social Security, Medicare, FUTA, SUTA, State).

• Stores taxable wage adjustments per tax type in new database columns.

• Updates audit tables to record pickup amounts and taxable wage adjustments.

 

Manage Payroll Records (PRMPTF)

Payroll administrators can now view, recalculate, and manually update employer pickup amounts and see how they affect taxable wages for each tax type, directly on the Manage Payroll Records screen.

The Manage Payroll Records screen now displays new fields for employer pickup amounts by tax type alongside exempt pay types and deductions. The screen has the following new fields, which display the portion of the employer-paid amount that is added to taxable wages for the corresponding tax types:

• Payroll Edit Tab

• Federal - Employer Pickup

• Social Security - Employer Pickup

• Medicare - Employer Pickup

• Employer Accrual

• Social Security - Employer Pickup

• Medicare - Employer Pickup

• FUTA - Employer Pickup

• SUTA - Employer Pickup

• State Taxes subtask

• State Taxes - Employer Pickup

• Local Taxes subtask

• Taxable Employer Pickup

 

Manage Employee Earnings History (PRMERF)

Employer pickup amounts are now displayed and recalculated in the employee’s earnings history, ensuring accurate reporting and compliance.

The screen now displays employer pickup amounts for each tax type on the Employee Earnings and Employer Accrual tabs. The screen has the following new fields, which display the portion of the employer-paid amount that is added to taxable wages for the corresponding tax types:

• Employee Earnings Tab

• Federal - Employer Pickup

• Social Security - Employer Pickup

• Medicare - Employer Pickup

• Employer Accrual Tab

• Social Security - Employer Pickup

• Medicare - Employer Pickup

• FUTA - Employer Pickup

• SUTA - Employer Pickup

• State Taxes Subtask

• State Taxes - Employer Pickup

• Local Taxes Subtask

• Taxable Employer Pickup

 

View Payroll Edit Table (PRQPTF)

Employer pickup amounts and their impact on taxable wages are now visible in the Payroll Edit Table, supporting review and audit needs.

The screen has the following new fields, which display the portion of the employer-paid amount that is added to taxable wages for the corresponding tax types:

• Payroll Edit Tab

• Federal - Employer Pickup

• Social Security - Employer Pickup

• Medicare - Employer Pickup

• Employer Accrual Tab

• Social Security - Employer Pickup

• Medicare - Employer Pickup

• FUTA - Employer Pickup

• SUTA - Employer Pickup

• State Taxes Subtask

• State Taxes - Employer Pickup

• Local Taxes Subtask

• Taxable Employer Pickup

 

View Employee Earnings (PRQERF)

Employer pickup amounts and their effect on taxable wages are now displayed on the View Employee Earnings screen for easy review.

The screen has the following new fields, which display the portion of the employer-paid amount that is added to taxable wages for the corresponding tax types:

• Employee Earnings Tab

• Federal - Employer Pickup

• Social Security - Employer Pickup

• Medicare - Employer Pickup

• Employer Accrual Tab

• Social Security - Employer Pickup

• Medicare - Employer Pickup

• FUTA - Employer Pickup

• SUTA - Employer Pickup

• State Taxes Subtask

• State Taxes - Employer Pickup

• Local Taxes Subtask

• Taxable Employer Pickup

 

Post Payroll Journal (PRPPPCLS)

Employer pickup amounts and taxable wage adjustments are now included in the payroll posting process.

 

Recompute Taxable Wages (PRPRCOMP)

Taxable wages are now recalculated to include employer pickup amounts when configured, ensuring compliance with IRS and state rules. The screen now:

• Adds employer pickup amounts to taxable wages for each of the following configured tax type during recomputation:

• Federal Income Tax

• FUTA

• Social Security

• Medicare

• SUTA

• State Income Tax

• Stores taxable wage adjustments per tax type in new database columns.

• Updates audit tables to record the taxable wage adjustments per tax type in new database columns when applicable.

 

Void/Replace Posted Paychecks (PRPAVCK)

The Void/Replace Posted Paychecks screen now updates employee payroll records with the employer-paid pickup amount and the taxable wage adjustments per tax type. The Void/Replace Posted Paychecks Report now displays the employer pickup amounts.

 

Print Soc Sec and Medicare Reconciliation Report (PRRFICA)

The Print Soc Sec and Medicare Reconciliation Report supports the new database columns for employer-paid pickup amounts and taxable wage adjustments per tax type.

 

Print Quarterly Federal Payroll Tax Report (PRRFDTAX)

The FICA Summary and FUTA sections of the report now include employer pickup amounts in taxable wage calculations. To support this enhancement, this release:

• Updates logic for Social Security and Medicare calculations to include employer pickup amounts.

• Updates dynamic tables to support new database columns for employer pickup and taxable wage adjustments.

 

Print Payroll Edit Report (PRRPTF)

The Print Payroll Edit Report now displays the taxable wage adjustment (from employer pickup) for each tax type.

 

Print Employee Earnings Report (PRRERF)

The Print Employee Earnings Report now displays the taxable wage adjustment (from employer pickup) for each tax type.

 

Print Data Dictionary Report (SYRDD)

The Print Data Dictionary Report includes the new database columns for employer-paid pickup amounts and taxable wage adjustments per tax type, as well as the new fields for local tax settings. This includes the fields added in the following tables:

• LOCALITY

• LOCAL_TAX_HS

• EMPL_PR_LOCAL

• EMPL_PR_LOCAL_ADT

• EMPL_PAYROLL

• EMPL_PAYROLL_ADT

• EMPL_PR_STATE

• EMPL_PR_STATE_ADT

• EMPL_EARN_LOCAL

• EMPL_E_LOCAL_ADT

• EMPL_EARNINGS

• EMPL_E_ADT

• EMPL_EARN_STATE

• EMPL_E_STATE_ADT

 

This enhancement requires patch dbc_820_11847.

The 2025 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 2025. You can then use the PDF files to print the forms on plain paper. The 2025 data for W-2 (Copy A), W-2c (Copy A), W-3, and W-3c should print correctly on the SSA-provided blank ink PDF templates and on the IRS-provided fillable PDF for copies 1, 2, B, C, and D.

Attention: The 2025 black and white Copy A substitute forms created in Costpoint have been approved by SSA. This allows you to submit the black and white forms printed on plain paper instead of using the official IRS Copy A form (red ink).

For more information on the IRS-provided fillable PDF for copies 1, 2, B, C, and D , see updated forms:

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

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

The following screens will now support the updated forms:

• Print W-2s (PRRW2)

• W-2s (ESMELECW2)

Costpoint’s Print W-2 screen has been fully tested to support the preprinted forms W-2 and W-2c from Deltek’s partner form vendors for the 2026 filing. If you encounter alignment issues when you print on preprinted 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.

The 2025 poverty guideline for the 48 contiguous states and the District of Columbia was set to $15,650 for a one-person family/household.

This release sets the Federal Poverty Level for payroll year 2025 on the Manage Federal Taxes screen.

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

This enhancement requires the following:

• cp82_bundle_CYE2024_003.zip

• cp82_dbc_820_11657_001.zip

• DeltekCostpointMaintenanceRelease_8.2.12.5013.exe

Note: For Costpoint Cloud, you can choose to opt in to this feature for the Costpoint 2025.2 release. The ability to opt in is temporary and will be removed when the feature becomes automatically enabled as part of a future Costpoint release. For more information, see the Opt-In Features section of these release notes.

Costpoint now offers an automated and efficient solution for correcting 1099 forms for calendar year 2023 or later. With this new 1099 corrections feature, you can effortlessly generate and track 1099-MISC and 1099-NEC corrections directly within the software. This streamlines your correction handling process, enhances accuracy, and minimizes the risk of errors.

The automated correction feature eliminates the need for manual marking of correction boxes and physical form submissions, providing significant time savings and reducing the potential for human error. 

An electronic file upload capability for corrections ensures that records are processed efficiently with the IRS system, further enhancing accuracy and convenience. This is available for corrections that affect either only federal reporting or both federal and state reporting. If the corrections apply only to the state level, you must create printed forms and send them directly to the state.

In addition, when you generate 1099 corrections, Costpoint automatically detects the required correction type. Whether it’s a one-transaction correction, two-transaction correction, or a combination of both, Costpoint handles all seamlessly.

Note: For more information on 1099 corrections, see the Corrected Returns section of IRS Publication 1220.

Multiple screens in Costpoint Accounting have been enhanced to support this feature.

 

Create 1099 Information (APP1099C)

The new Record Type group box is now available on this screen, offering two options, 1099s and Correcting 1099s. Use the options to indicate whether you are creating an original 1099 or a correcting 1099. 

The Record Type group box also has the Recreate 1099s checkbox. Select this checkbox to overwrite 1099 information previously created for a taxable entity or pay vendor. This works for both original and correcting 1099s.

If you select 1099s, Costpoint proceeds with the existing functionality for creating 1099 information.

When you select Correcting 1099s, Costpoint sets the Option fields for the Taxable Entity and Pay Vendor to One and disables the End fields. This ensures that you can only create a correction for one taxable entity and pay vendor at a time, making it easier to determine if a correction has been previously made for a taxable entity or pay vendor.

After you set parameters and initiate the creation process for correcting records, Costpoint compares the newly generated correcting 1099 with previously created 1099s. It matches the following details:

• Taxable Entity

• Calendar Year

• Pay Vendor

• Cash Organization

• Company ID

If a match is found, Costpoint inserts the correcting 1099 information into the new VEND_1099C and VEND_1099C_STATE tables. This ensures that correction information is stored separately from the original 1099 data, maintaining the integrity and organization of your records.

After you create a correcting 1099, you can easily track or make changes to that record by accessing the Edit 1099 Correction Information screen.

 

Edit 1099 Correction Information (APM1099C)

The new Edit 1099 Correction Information screen has been added to Costpoint to allow you to view, edit, add, delete, and accept correcting information for previously created 1099 records.

Costpoint retrieves correcting 1099 information from the VEND_1099C and VEND_1099C_STATE tables and updates those tables with any modifications you make here.

You can use this screen to enter or modify the Taxable Amount, Address Code, and Foreign Address for a pay vendor. However, if you add new correcting information, you must also select a Pay Vendor, Cash Organization, and 1099 Type.

On the State Detail subtask, you can view, enter, or modify amount corrections to state tax records of each pay vendor.

Because this screen is available only by querying the above-mentioned tables, you must have already created correcting 1099 information on the Create 1099 Information screen. After correcting information is created, use this screen to edit it as many times as necessary.

When you finish making changes, you can then print the 1099 Correction Edit Report as a final check on your correction information. Make sure that you complete all edits before you print forms or create a magnetic media file for the corrections.

Once the correction information is final, use the Print/Create 1099s and Magnetic Media screen to produce 1099 printed forms or magnetic media files.

After you have printed forms or created the magnetic media file, use the Edit 1099 Correction Information screen to accept the correction records and disable them from further modifications.

To accept corrections, select the records in the Edit 1099 Correction Information Detail table window. You can select multiple records at once, as long as they belong to the same 1099 form type. Ensure that you select either only records reported under 1099-MISC or only those under 1099-NEC.

Once done, click Accept Corrections in the drop-down list of the Default Action button. This finalizes the correction information, saves it to the VEND_1099 and VEND_1099_STATE tables, and selects the Accepted checkbox for the record. Accepted records will no longer be available for creation of printed forms or magnetic media files on the Print/Create 1099s and Magnetic Media screen.

If you need to enter new corrections to an already accepted correction record, use the Create 1099 Information screen to create a new correction record for it.

 

Print 1099 Edit Report (APR1099E)

The Print 1099 Edit Report screen now has new fields and options to support the inclusion of correction records in your printouts when you generate a 1099 Edit report, providing ease in tracking and reviewing your 1099 corrections. 

A new Print Corrections checkbox has been added to the Print Options group box. When you select this checkbox, Costpoint extracts correction information entered on the Edit 1099 Correction Information screen and prints them on the report.

This feature is available for printing reports with or without state amounts.

When you select the Print Corrections checkbox, Costpoint disables the Include Vendors where payments are below the reportable amount checkbox and automatically includes all amounts, including those below the reporting threshold, in the printout. In addition, selecting Print Corrections will change the report title from 1099 Edit Report to 1099 Correction Edit Report.

A new Print Corrections field has also been added to the report cover page to indicate if the report includes corrections.

A new sorting option, 1099 Form, has also been added to the 1st Sort drop-down list of the Sort By group box. When you select this option, your report records will be organized first by 1099 form type, then by Vendor ID, and finally by Taxable Entity.

In the Optional Page Break group box, a new At 1099 Form checkbox has been added. This allows you to insert page breaks between 1099 forms in your report and is enabled only if you select 1099 Form in the 1st Sort drop-down list.

 

Print/Create 1099s and Magnetic Media (APR1099)

The Print/Create 1099s and Magnetic Media screen now features a new Correction checkbox in the Generate group box. This addition allows you to easily indicate that the 1099 printout or magnetic media file you are creating is a correction to a previously submitted form. 

When you select the Correction checkbox, Costpoint retrieves correction records that have an ACCEPTED_FL of N from the VEND_1099C and VEND_1099C_STATE tables. This corresponds to whether the Accepted checkbox for that record is selected on the Edit 1099 Correction Information screen.

If there are available correction records, Costpoint automatically determines the type of correction, whether it is a one-transaction correction or a two-transaction correction, based on the discrepancy it detects between the original 1099 and the correcting 1099.

Once you generate the output, the printed 1099 forms will display an X mark in the Correction box of the form, and for magnetic media, Costpoint populates the Corrected Return indicator in Record B.

For corrections that affect only federal reporting, you can create a magnetic media file to be directly submitted to the IRS. For corrections that affect both federal and state reporting, you can also use the direct electronic submission, provided that your state is a CF/SF participant. 

If the corrections apply only to state level, you must create printed forms and send them directly to the state.

The creation of magnetic media files is limited to purely original returns or purely correcting returns per file. Combined original and correcting returns in a single file is not supported.

 

New Validations

Condition	Message Type	Message
Correction Handling for Calendar Year 2023 and Beyond: When printing corrections on blank stock, the calendar year must be 2023 or later. Otherwise, an error displays.	Error	To print on blank stock or plain paper, you must enter a year of 2023 or later.
Vendor Name: If multiple 1099 record types associated with a single Vendor ID (PAY_VEND_ID) contains multiple name variations (VEND_LONG_NAME), an error displays and the printout or file creation process is stopped.  (This validation is for both standard 1099s and Correcting 1099s.)	Error	Error: The 1099 record for Pay Vendor ID [Pay Vendor ID] contains multiple Vendor Name variations. Please ensure that each Vendor ID is associated with a single, consistent Vendor Name before proceeding.
Vendor Tax ID: If multiple 1099 record types associated with a single Vendor ID (PAY_VEND_ID) contains multiple Vendor Tax ID (VEND_1099_TAX_ID) variations, an error displays and the printout or file creation process is stopped.  (This validation is for both standard 1099s and Correcting 1099s.)	Error	Error: The 1099 record for Pay Vendor ID [Pay Vendor ID] contains multiple Vendor Tax ID variations. Please ensure that each Vendor ID is associated with a single, consistent Vendor Tax ID before proceeding.

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.

You can still print 1099s on blank stock or plain paper, 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%
U.S. Virgin Islands	4.2%

This enhancement requires the following:

• cp82_bundle_CYE2024_001.zip

• Deltekcostpointmaintenancerelease_8.2.12.5013.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:

• cp82_bundle_CYE2024_001.zip

• Deltekcostpointmaintenancerelease_8.2.12.5013.exe

The IRS sets the 2025 ACA affordability threshold as 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:

• cp82_bundle_CYE2024_001.zip

• DeltekCostpointMaintenanceRelease_8.2.12.5013.exe

The 2025 poverty guideline for the 48 contiguous states and the District of Columbia was set to $15,650 for a one-person family/household.

This release sets the Federal Poverty Level for payroll year 2025 on the Manage Federal Taxes screen.

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

The draft of federal withholding methods for 2025 were released Dec. 2 by the Internal Revenue Service. The changes include the following:

• 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 $10,300 to $10,700.

• 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 $14,600 to $15,000.

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

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

• Manage Federal Tax Tables

• Manage Federal Taxes

Costpoint supports the Form W-4 for Payroll Year 2025. The 2025 itemized deductions in Step 2 of the Deductions Worksheet have been updated:

• Married: $30,000

• Head of Household: $22,500

• Single: $15,000

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

The Old-Age, Survivors, and Disability Insurance taxable wage base increased 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:

• cp82_bundle_CYE2024_001.zip

• Deltekcostpointmaintenancerelease_8.2.12.5013.exe

The 2024 PDF template file for 1094-C and 1095-C forms is 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-Cs

• 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:

• cp82_esm1095c_002.zip

• cp82_hbr1094c_001.zip

• cp82_hbr1095c_002.zip

• DeltekCostpointMaintenanceRelease_8.2.12.5013.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:

• cp82_bundle_CYE2024_001.zip

• DeltekCostpointMaintenanceRelease_8.2.12.5013.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:

• cp82_bundle_CYE2024_001.zip

• Deltekcostpointmaintenancerelease_8.2.12.5013.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:

• cp82_bundle_cye2024_001.zip

• Deltekcostpointmaintenancerelease_8.2.12.5013.exe

The Compute Payroll and Manage Payroll Records screens were updated to:

• Use the 2025 nonresident alien additional amount of 10,700.00 in the federal/territory withholding calculation if the employee’s Form W-4 Revision Year is 2019 or earlier and the check date is from tax year 2025.

• Use the 2025 nonresident alien additional amount of 15,000.00 from the Manage Federal Taxes screen if the Form W-4 Revision is 2020 and the check date is 2025.

Attention: For more information, see Pub 15-T: https://www.irs.gov/pub/irs-pdf/p15t.pdf.

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:

• cp82_prpw2f_001.zip

• DeltekCostpointMaintenanceRelease_8.2.12.5013.exe

Costpoint’s Print W-2 screen 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:

• cp82_bundle_CYE2024_001.zip

• DeltekCostpointMaintenanceRelease_8.2.12.5013.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:

• cp82_bundle_CYE2024_001.zip

• DeltekCostpointMaintenanceRelease_8.2.12.5013.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 calculation 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.

 

Retirement Benefits (ESMRETBEN)

The application includes the new retirement plan deduction types in the retirement plan options/deductions.

 

This enhancement requires the following:

• cp82_bundle_CYE2024_001.zip

• cp82_prpcatchup_001.zip

• DeltekCostpointMaintenanceRelease_8.2.12.5013.exe

Costpoint has been fully tested to support the pre-printed ACA Forms 1094-C and 1095-C 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.

Note: To avoid any alignment issues, you can use the corresponding options on the Process menu of ACA screens to print the forms on PDFs:

• Print 1095-C Forms with Data on the Print 1095-Cs screen

• Print 1094-C Forms with Data on the Print 1094-Cs screen

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:

• cp82_bundle_CYE2024_001.zip

• Deltekcostpointmaintenancerelease_8.2.12.5013.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:

• cp82_bundle_CYE2024_001.zip

• DeltekCostpointMaintenanceRelease_8.2.12.5013.exe

The IRS added 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:

• cp82_bundle_CYE2024_001.zip

• DeltekCostpointMaintenanceRelease_8.2.12.5013.exe

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.

You can still print 1099s on blank stock or plain paper, but Copy C printing is available only if the Calendar Year is 2023 and is disabled for 2024 and succeeding years.

Note: For Costpoint Cloud, you can choose to opt in to this feature for the Costpoint 8.2.15 release. The ability to opt in is temporary and will be removed when the feature becomes automatically enabled for all users as part of a future Costpoint release. For more information, see the Opt-In Features section of these release notes.

Costpoint now allows you to include state income and state withholding amounts in 1099-MISC and 1099-NEC printed forms and magnetic media. This enhancement enables you to submit your 1099 information returns through the IRS Combined Federal/State Filing (CF/SF) program, streamlining the process of handling information returns, ensuring accuracy and compliance, and improving your year-end processing workflow.

The CF/SF program simplifies the filing process by allowing the IRS to forward your electronically filed information returns to participating states, eliminating the need for separate state reporting. For more information, refer to IRS Publication 1220 (for tax year 2024).

Multiple Costpoint screens have been updated to support this feature.

 

Manage State Tax Information (APMSTATE)

The Manage State Tax Information screen is now accessible under Accounting » Accounts Payable » Year-End Processing. This feature enables you to enter and manage state tax information for a company’s taxable entities in Costpoint. Setting up state tax information is crucial for preparing 1099 forms for submission to the CF/SF program, ensuring compliance and accuracy in your year-end tax reporting. This enhancement streamlines the tax preparation process, saving you time and reducing the risk of errors.

The screen has the following fields:

Field	Description
Taxable Entity	Use this field to enter or select the identification code of the taxable entity for which you want to enter state tax information.
Taxable Entity Name	This field displays the name of the taxable entity.
State Code	Use this field to enter or select a state code for the taxable entity. You can only enter valid two-character codes that have been made available in Costpoint.
State Description	This field displays the name of the state.
State Tax ID	Use this field to enter the company state tax identification number. In most cases, the value must be the Federal Tax ID number assigned to your company by the IRS.

This screen loads only the taxable entities that are available for the currently logged-in company.

 

1099 State Field

The new 1099 State field has been added to various screens across different Costpoint domains.

 

Accounting

The following screens in Costpoint Accounting have the new 1099 State field:

• Manage Vendors (APMVEND ): The 1099 State field is now available in the 1099’s group box. Use this field to enter the default state where a 1099 vendor is required to file state taxes. 

• Manage Accounts Payable Vouchers (APMVCHR): The 1099 State field has been added to the Vendor 1099s group box of the Other Info tab of the A/P Voucher Detail table window. If the corresponding 1099 checkbox is selected, this field defaults to the value of the 1099 State field in Manage Vendors but is editable.

• Manage Purchase Order Vouchers (POMPOVCH): A new Vendor 1099s group box has been added to the Account Distribution subtask of the table window. It contains the relocated 1099 checkbox and 1099 Type field and the new 1099 State field. If the corresponding 1099 checkbox is selected, the 1099 State field reflects the value of the 1099 State field in Manage Vendors but is editable.

• Manage Vendor History (APMVENDH): The 1099 State field has been added to the Vendor 1099s group box of the Other Info tab of the Voucher Line table window. When you enter a new voucher line and the corresponding 1099 checkbox is selected, this field defaults to the value of the 1099 State field in Manage Vendors but is editable.

• View Check History Inquiry (APQCKHST): The 1099 State field has been added to two subtasks on this screen: AP Voucher Detail and Accounts. This field will automatically display the relevant 1099 state based on the type of voucher associated with the selected check.

• For AP Vouchers: The 1099 State field on the AP Voucher Detail subtask will display the 1099 state assigned to the AP voucher.

• For PO Vouchers: The 1099 State field on the Accounts subtask of the PO Voucher Detail subtask will display the 1099 state assigned to the PO voucher.

• View Vendor History Inquiry (APQVENDH): The 1099 State field has been added to two subtasks on this screen: AP Voucher Detail and Accounts. This field will automatically display the relevant 1099 state based on the type of voucher associated with the selected vendor.

• For AP Vouchers: The 1099 State field on the AP Voucher Detail subtask will display the 1099 state assigned to the AP voucher.

• For PO Vouchers: The 1099 State field on the Accounts subtask of the PO Voucher Detail subtask of will display the 1099 state assigned to the PO voucher.

• View Voucher History Inquiry (APQVCHRH): The 1099 State field has been added to two subtasks on this screen: AP Voucher Detail and Accounts. This field will automatically display the relevant 1099 state based on the type of voucher associated with the selected voucher.

• For AP Vouchers: The 1099 State field on the AP Voucher Detail subtask will display the 1099 state assigned to the AP voucher.

• For PO Vouchers: The 1099 State field on the Accounts subtask of the PO Voucher Detail subtask will display the 1099 state assigned to the PO voucher.

On the Post Vouchers (APPPOSTV)  screen, Costpoint now includes the vendor’s 1099 state when you post vouchers for that vendor.

On the Print Vendor Information Report (APRVINFO) screen, a vendor’s 1099 State displays on the output when you generate a report.

 

Projects

The following screens in Costpoint Projects have the new 1099 State field.

• Manage Subcontractor Invoices (SMMMINVC) and Approve Subcontractor Invoices (SMMAINVC): A new Vendor 1099s group box has been added to the Account Distribution subtask of the table window. It contains the relocated 1099 checkbox and 1099 Type field and the new 1099 State field. If the corresponding 1099 checkbox is selected, the 1099 State field reflects the value of the 1099 State field in Manage Vendors but is editable.

 

1099 State Field Lookup

A Lookup has been configured for the new 1099 State field. It displays only states that have been made available in Costpoint and its contents cannot be modified using any Costpoint screen. It has the following fields:

Field	Description
State	This field displays the name of the state.
State Code	This field displays the two-character abbreviation of the state.
Fed/State Mag Media	This field indicates if the state is a participant of the Combined Federal/State Filing (CF/SF) Program of the IRS.

 

Input File 1099 State Column

The input files for importing vendors or vouchers into Costpoint have also been updated with a new format. You can now use the new 1099 State column, which comes after the 1099 Type column, to enter the 1099 state for a vendor or voucher. For the import to be successful, you must follow this new input file format, and the state code in the input file must match available state codes in Costpoint. This enhancement has been applied to the following screens: 

• Import Vendors (AOPUTLVU) 

• For the succeeding screens, a record must have the 1099 Flag set to Y for Costpoint to successfully import its corresponding 1099 State. If the 1099 Flag is N, the 1099 State must be blank. Otherwise, the line will not be processed and will be included in the error report.

• Import Accounts Payable Vouchers (AOPUTLAP) 

• Import Accounts Payable Multicurrency Vouchers (AOPUTLAM)  

The Import TE Expenses/Advances (AOPUTLTE) and Import Purchase Order Vouchers (AOPPOVCH) screens have also been updated to automatically retrieve a vendor’s default 1099 State from the Manage Vendors screen and assign it to the imported record if it has the 1099 Flag set to Y for the Pay Vendor. Note, however, that for these screens, the input file format remains the same and you cannot enter a 1099 state in the file.

 

Create 1099 Information (APP1099C) 

The screen now features an automated process for calculating and storing state tax amounts based on the state codes and taxable entities assigned to 1099 vendors. 

This feature ensures that state tax amounts are accurately calculated and stored, and provides you the capability to include them in your reports in printed forms. 

Through this feature, you can easily utilize the Combined State/Federal Filing program to submit your information returns seamlessly, promoting streamlined tax management, reduced manual effort, and enhanced accuracy of your tax reporting.

After you create 1099 information on this screen, you can:

• Include and print the state taxes on the 1099 Edit Report.

• View the state taxes on the Edit 1099 Information screen.

• Include 1099 state taxes on printed 1099 forms and/or magnetic media.

 

Print 1099 Edit Report  (APR1099E)

The Print 1099 Edit Report screen now features a Print Options group box. This includes the relocated Include Vendors where payments are below the reportable amount checkbox and a new Include State Amounts checkbox.

If you select Include State Amounts, Costpoint displays state tax information on the generated report. The report will then include the State and State Tax ID columns, displaying the two-character state code where tax should be filed and the company’s state tax identification number, respectively.

 

Edit 1099 Information (APM1099) 

Enhancements applied to the Edit 1099 Information screen include an upgraded Check Detail subtask and a new State Detail subtask. 

On the Check Detail subtask, the Check Number and Voucher Number columns now display values as clickable links. Clicking a check number opens the View Check History Inquiry screen, automatically showing the check details. Similarly, clicking a voucher number opens the View Voucher History Inquiry screen, displaying the voucher details. A new Void Date field was also added to display the date when a check was marked as void.

Furthermore, the State Detail subtask has been added, giving you the capability to enter, view, or modify state tax information for the Pay Vendor you selected on the Edit 1099 Information Detail table window.

The subtask has the following fields:

Field	Description
Total State 1099 Amount	This field displays the sum of all Amount fields in the table window.
State	This field displays the state where the vendor is required to file state taxes.
State Code	This field displays the two-character code of the state.
State Tax ID	This field displays the company state tax identification number. It defaults to the value assigned to the Taxable Entity/State combination on the Manage State Tax Information screen.
Fed/State Mag Media	This field indicates if the state is a participant of the Combined Federal/State Filing (CF/SF) program.
Amount	This field displays the 1099 amount for the state.
Entry ID	This field displays the ID of the last user who modified the record.
Entry Date	This field displays the date when the record was last modified.

 

Print/Create 1099s and Magnetic Media (APR1099)

The Print/Create 1099s and Magnetic Media screen has a new checkbox and multiple functionality enhancements to support the capability to generate 1099s for submission to the CF/SF program.

A new Include State Amounts checkbox has been added to the Selection Ranges group box. When this checkbox is selected, Costpoint appends state tax amounts to the generated output based on the option chosen in the Generate group box.

Note: Before you can include state tax amounts on 1099s, you must first set up a vendor’s 1099 State on the Manage Vendors screen and assign a State Code to a Taxable Entity on the Manage State Tax Information screen. 

If you selected Print 1099s: 

• If the 1099 Type is 1099-MISC, Costpoint prints state tax information on Boxes 16 (State tax withheld), 17 (State/Payer’s state no.), and 18 (State income) of form 1099-MISC.

• If the 1099 Type is 1099-NEC, Costpoint prints state tax information on Boxes 5 (State tax withheld), 6 (State/Payer’s state no.), and 7 (State income) of form 1099-NEC.

• If a payee has a reporting requirement for more than one (1) state, you must print a separate 1099 form for each state.

If you selected Create Magnetic Media:

• Costpoint enters “1” in position 6 of the Issuer “A” record.

• Costpoint includes the State Income Tax Withheld in positions 723-734 and the payee’s state code in positions 747-748 of the Payee “B” record. If a payee has a reporting requirement for more than one (1) state, a separate Payee “B” record for each state will be created.

• If a payee’s state is a participant of the CF/SF program, Costpoint includes the State Total “K” record in the file. This contains the total number of payees and the total of the payment amount fields filed by a given issuer for a given state. If a payee has a reporting requirement for more than one (1) state, a separate State Total “K” record for each state will be created.

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_820_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:

• cp82_prrfdtax_001.zip

• deltekcostpointmaintenancerelease_8.2.8.5009.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 W-2Cs (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 the 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

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 screen adds the following checkbox:

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 emailed along 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 and 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:

• cp82_aomesscs_001.zip 

• cp82_esmelecw2_001.zip

• cp82_dbc_820_11338_001.zip

• DeltekCostpointMaintenanceRelease_8.2.8.5009.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 screen adds the following checkboxes:

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 information for the following new columns on the ESS_SETTINGS table that were added for 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:

• cp82_aomesscs_001.zip

• cp82_esm1095c_001.zip

• cp82_dbc_820_11325_001.zip

• DeltekCostpointMaintenanceRelease_8.2.8.5009.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_820_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

The IRS set the 2024 ACA affordability threshold to 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_820_11297

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.

The Compute Payroll and Manage Payroll Records screens were updated to:

• Use the 2024 nonresident alien additional amount of $10,300.00 in the federal/territory withholding calculation if the employee’s Form W-4 Revision Year is 2019 or earlier and the check date is from tax year 2024.

• Use the 2024 nonresident alien additional amount of $14,600.00 from the Manage Federal Taxes screen if the Form W-4 Revision is 2020 and the check date is 2024.

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

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:

• Patch dbc_820_11271

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, the following screens were updated:

• 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:

• Patch dbc_820_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:

• Patch dbc_820_11283

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.

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.

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.

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

• The generated XML files must be validated against the schemas provided by the IRS by running the manifest and form files through an XML Schema validator.

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

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.

Plain Paper Printing and Alignment Enhancements for 1099 Forms

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 Screen Updates (APR1099)

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 only print or create 1099 magnetic media for 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 box is a hub for various group boxes, each serving a unique purpose. 

Some of these 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.

Calculation of Federal Income Tax Withheld for Forms 1099-NEC and 1099-MISC

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 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 method 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 a magnetic media with a File Code of NE 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.

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 Total Amount Paid, Total Federal Withholding Tax Amount, and Total Tax Amount on the 1099 Edit Report for the Taxable Entity you entered. 

 

Print/Create 1099s and Magnetic Media (APR1099)

If you enter 2023 or later as the Calendar Year, Costpoint uses either the FED or FEDMIS code to populate the 1099 forms or magnetic media, depending on the other options you select. 

In the 1099 Types to Include group box:

• 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 in the 1099-NEC magnetic media file (File Code NE in Issuer 'A' 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 in the 1099-MISC magnetic media file (File Code A in Issuer 'A' Record).

In the Print Format group box:

• 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.

Arkansas released the updated Withholding Tax Employer’s Instructions effective January 1, 2026. The update issued on May 29, 2026 supersedes previously issued 2026 withholding guidance. The changes include:

• The tax brackets have been adjusted with the highest tax rate decreased from 3.9% to 3.7%, and the bottom two rows were removed. The last row starts at $97,601 of annual income instead of $97,801.

• The supplemental tax rate decreased from 3.9% to 3.7%.

Attention: For more information, see:

• Formula: https://www.dfa.arkansas.gov/wp-content/uploads/Withholding-Tax-Formula.pdf

• Instructions: https://www.dfa.arkansas.gov/wp-content/uploads/Withholding-Tax-Instructions-for-Employers.pdf

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

• Manage State Standard Deductions (PRMSDD)

• Manage State Tax Tables (PRMSTT)

• Manage State Tax Withholding Adjustments (PRMSTAC)

• Manage State Taxes (PRMSTI)

This enhancement requires the following:

• cp82_dbc_820_12155_001.zip

• cp82_bundle_CYE2025_002.zip

• DeltekCostpointMaintenanceRelease_2025.2.0.5023.exe

Georgia revised the Employer’s Tax Guide in June 2026. The changes effective January 1, 2026 are:

• The tax rate was reduced from 5.19% to 4.99%.

• The standard deductions were increased from $24,000 to $30,000 annually for the married filing jointly status and from $12,000 to $15,000 annually, for other statuses.

• The dependent allowance increased from $4,000 to $5,000 annually.

• The supplemental tax rate decreased from 5.19% to 4.99%.

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

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

• Manage State Standard Deductions (PRMSDD)

• Manage State Tax Tables (PRMSTT)

• Manage State Tax Withholding Adjustments (PRMSTAC)

• Manage State Taxes (PRMSTI)

This enhancement requires the following:

• cp82_dbc_820_12162_001.zip

• cp82_bundle_CYE2025_002.zip

• DeltekCostpointMaintenanceRelease_2025.2.0.5023.exe

This enhancement updates Michigan SUTA electronic filing to comply with Version 2 of the MiUI EFW2 file format. The update ensures that employee-level reporting aligns with the revised Employee Detail Record (RS) requirements, particularly for adjustment reason handling and out-of-state wages formatting.

Compared to version 1, version 2 introduces three related updates:

• Reason or Adjustment Code (RS 344-345) defaulting logic: Blank Reason or Adjustment Codes now default to:

• 00 for original submissions

• 01 for adjustment submissions replacing the v1 behavior where blank adjustment records defaulted to 10 (Out of State Wages)

• Explicit definition of Reason or Adjustment Code 00: The description of code 00 has been updated to explicitly state that it represents an original submission that does not include out-of-state wages.

• Out of State Wages (RS 348-358) field formatting: If there are no out-of-state wages to report, the Out of State Wages field must contain exactly eleven (11) blank spaces.

Attention: For more information, see: MiUi EFW2 File Format Employer Reference Document.

 

Create Quarterly SUTA Tax File (PRPSMM)

Use this screen to generate the quarterly SUTA tax file for Michigan with the updated EFW2 Version 2 format.

• The screen sets the File Layout to EFW2 and disables the field to prevent changes.

• The Adjustment Reason Code field in the file was updated so that it will use 10 and not 00 if there are out-of-state wages.

• When no out-of-state wages exist, the application will fill Out of State Wages field with exactly eleven blank spaces.

• Informational messages display during processing when:

• There are no QTD out-of-state wages but Adjustment Reason Code is 10.

• There are QTD out-of-state wages but Adjustment Reason Code is not 10.

 

Manage SUTA Quarterly Reporting Data (PRMQRD)

The system uses the Adjustment Reason value from this screen when determining the correct RS 344-345 output for Michigan filings. The Adjustment Reason Description of 00 was updated from “Original submission” to “Original submission of a record that does not include out of state wages.”

 

This enhancement requires the following:

• cp82_prpsmm_014.zip

• cp82_bundle_cye2025_002.zip

• deltekcostpointmaintenancerelease_2025.2.0.5023.exe

This enhancement updates Vermont Quarterly SUTA electronic filing to align with the state’s current ICESA file layout requirements for the modernized UI system. It updates Vermont-specific processing on the Create Quarterly SUTA Tax File and Manage SUTA Tax File Data screens so you can generate files that match the revised state format and reporting rules. The update also changes how Vermont employer account numbers, total hours worked, business status indicators, and other file elements are reported.

For Vermont, some controls are now unavailable because the state no longer requires or accepts those values in the same way. This enhancement applies only when the filing state is Vermont.

 

Manage SUTA Tax File Data (PRMSMM)

The Manage SUTA Tax File Data screen now applies Vermont-specific behavior for fields that are no longer used in the updated Vermont ICESA file layout. When you select VT (Vermont) as the filing state, the screen:

• Disables the Media Transmitter/Auth. No./Suffix Code/EFT controls.

• No longer validates Media Transmitter/Auth. No./Suffix Code/EFT as numeric.

• No longer reports the Media Transmitter/Auth. No./Suffix Code/EFT value in the Vermont Code A Authorization Code field.

 

Create Quarterly SUTA Tax File (PRPSMM)

The Create Quarterly SUTA Tax File screen now includes Vermont-specific updates that support the revised ICESA file layout and reporting requirements. When you select VT (Vermont) as the filing state, the screen:

• Sets the default value of the Computer Manufacturer field to DELTEK.

• Enables the Amended checkbox.

• Updates the Business Status (Vermont) drop-down list under Other Filing Info with Vermont-specific filing options.

• Uses the latest Vermont file layout which includes the following updates:

• Code A 141-153 Original or Amended: Added field and source is the Amended checkbox

• Code A 208-213 Authorization Code: No longer report the Media Transmitter/Auth. No./Suffix Code/EFT fields

• Code A 243-250 File Creation Date: Renamed field name

• Code E 173-179 VT Employer Account Number: Must be right -justified and zero-filled

• Code S 155-161 VT Employer Account Number: Must be right -justified and zero-filled

• Code S 235-238 Total Hours Worked: Now applies to all employees (previously hourly employees only)

• Code S 239-244 Filler: No longer report the hourly wage, must be zero-filled

• Code T 2-8 Total Number of Employees: Corrected data type to numeric

• Code C 2-18 VT Employer Account Number: Must be right-justified and zero-filled

• Code C 243-250 Unemployment Contribution Amount Due: Renamed field name

• Code C 112 Employer no longer has employees/Discontinued operations in Vermont: Renamed field name, updated source

• Code C 113 Out of Business: Renamed field name, updated source

• Code C 114 Employer change in address or name: Renamed field name, updated source

• Code C 115 Employer change in payroll service provider: Renamed field name, updated source

This enhancement requires the following:

• cp82_bundle_cye2025_002.zip

• cp82_prpsmm_014.zip

• deltekcostpointmaintenancerelease_2025.2.0.5023.exe

Arkansas released the updated Withholding Tax Employer’s Instructions effective January 1, 2026. The update issued on May 29, 2026 supersedes previously issued 2026 withholding guidance. The changes include:

• The tax brackets have been adjusted with the highest tax rate decreased from 3.9% to 3.7%, and the bottom two rows were removed. The last row starts at $97,601 of annual income instead of $97,801.

• The supplemental tax rate decreased from 3.9% to 3.7%.

Attention: For more information, see:

• Formula: https://www.dfa.arkansas.gov/wp-content/uploads/Withholding-Tax-Formula.pdf

• Instructions: https://www.dfa.arkansas.gov/wp-content/uploads/Withholding-Tax-Instructions-for-Employers.pdf

To support the state tax updates, 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 patch dbc_820_12155.

Costpoint updates the California Pay Data Report output generated through the Print EEO-1 Report screen so that you can meet the 2025 filing requirements by reporting employee groups using the additional attributes now required for the reporting year.

The changes to the Print EEO-1 Report are:

• The file layout was updated and new data fields required for 2025 reporting were added.

• The calculation of existing data fields was updated to factor exemption status and employment type into the employee group.

• The selection criteria was updated so employees with gender other than male, female, and non-binary are included in data selection to support warning-report output.

• All employee types (Part Time, Regular, and Temporary) are now included in the report outputs.

• A legend was added to the report layout to clarify report labels and values.

• In the California Pay Data Warning Report, the existing warning message regarding unknown race/ethnicity was removed. New warning messages were added in cases when an employee was excluded from the report because race/ethnicity or gender cannot be identified.

This enhancement requires:

• cp82_hareeo1_005.zip

• deltekcostpointmaintenancerelease_8.2.12.5013.exe

Georgia revised the Employer’s Tax Guide in June 2026. The changes effective January 1, 2026 are:

• The tax rate was reduced from 5.19% to 4.99%.

• The standard deductions were increased from $24,000 to $30,000 annually for the married filing jointly status and from $12,000 to $15,000 annually for other statuses.

• The dependent allowance increased from $4,000 to $5,000 annually.

• The supplemental tax rate decreased from 5.19% to 4.99%.

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

To support the state tax updates, 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 patch dbc_820_12162.

This enhancement updates Michigan SUTA electronic filing to comply with Version 2 of the MiUI EFW2 file format. The update ensures that employee-level reporting aligns with the revised Employee Detail Record (RS) requirements, particularly for adjustment reason handling and out-of-state wages formatting.

Compared to version 1, version 2 introduces three related updates:

• Reason or Adjustment Code (RS 344-345) defaulting logic: Blank Reason or Adjustment Codes now default to:

• 00 for original submissions

• 01 for adjustment submissions replacing the v1 behavior where blank adjustment records defaulted to 10 (Out of State Wages)

• Explicit definition of Reason or Adjustment Code 00: The description of code 00 has been updated to explicitly state that it represents an original submission that does not include out-of-state wages.

• Out of State Wages (RS 348-358) field formatting: If there are no out-of-state wages to report, the Out of State Wages field must contain exactly eleven (11) blank spaces.

Attention: For more information, see: MiUi EFW2 File Format Employer Reference Document.

 

Create Quarterly SUTA Tax File (PRPSMM)

Use this screen to generate the quarterly SUTA tax file for Michigan with the updated EFW2 Version 2 format.

• The screen sets the File Layout to EFW2 and disables the field to prevent changes.

• The Adjustment Reason Code field in the file was updated so that it will use 10 and not 00 if there are out-of-state wages.

• When no out-of-state wages exist, the application will fill Out of State Wages field with exactly 11 blank spaces.

• Informational messages display during processing when:

• There are no QTD out-of-state wages but Adjustment Reason Code is 10.

• There are QTD out-of-state wages but Adjustment Reason Code is not 10.

 

Manage SUTA Quarterly Reporting Data (PRMQRD)

Costpoint uses the Adjustment Reason value from this screen when determining the correct RS 344-345 output for Michigan filings. The Adjustment Reason Description of 00 was updated from “Original submission” to “Original submission of a record that does not include out of state wages.”

 

This enhancement requires patch dbc_820_12151.

Texas is transitioning to the TxUS unemployment insurance system, and Costpoint now supports generating the Texas wage report file using the new TxUS ICESA specifications. This enhancement helps you prepare Texas quarterly SUTA electronic filings that align with the updated TxUS layout while still supporting the existing ICESA format during the transition.

For Texas processing, Costpoint adds the TxUS ICESA file layout option and keeps ICESA as the default so you can continue filing during the transition period.

Note: The Texas Workforce Commission specifications are subject to change, and clients may still use the old format for Q1 2026 reporting depending on TxUS rollout timing.

 

Manage SUTA Tax File Data (PRMSMM)

On the Manage SUTA Tax File Data screen, you maintain Texas SUTA setup values used to generate ICESA output files, including transmitter contact details. When you select TX (Texas) as the SUTA State, the screen enables the E-mail field so you can provide the submitter email address used by the TxUS ICESA output file.

 

Create Quarterly SUTA Tax File (PRPSMM)

On this screen, you generate the quarterly SUTA tax file for Texas and choose the file layout used for ICESA output. The following are the updates for Texas processing:

• When SUTA State is TX, the screen enables File Layout field and adds the TxUS ICESA option so you can select either the existing ICESA layout or the TxUS ICESA layout for Texas filing. The File Layout is set to ICESA by default. Cumulative out-of-state taxable wages functionality was added.

• When you set File Layout to TxUS ICESA, Costpoint generates the quarterly SUTA tax file using the TxUS ICESA specifications for Texas.

• Costpoint enables the Amended checkbox so you can generate an amendment file for Texas.

 

Manage SUTA Quarterly Reporting Data (PRMQRD)

The Manage SUTA Quarterly Reporting Data screen provides the following updates:

• Texas adjustment reason codes were added to the S_SUTA_ADJ_RSN_CD table so you can select valid Texas amendment reasons for TxUS ICESA filing.

• The screen now validates that when Adjustment Reason Code is 12, you must specify Incorrect SSN Reported.

• The screen limits the Adjustment Explanation field to District of Columbia, Maryland, North Carolina, and South Carolina. The screen validates and enables the Adjustment Explanation field only when Adjustment SUTA State is DC, MD, NC, or SC and Adjustment Reason Code is 10.

Utah updated the Withholding Tax Guide, which introduced the following changes for payroll periods beginning on or after June 1, 2026:

• The tax rate decreased from 4.5% to 4.45%.

• The base allowance used in the formulas increased to $485 for single employees or $970 for married employees, up from $450 or $900.

• The amounts subtracted from wages in the formulas increased to $9,348 for single employees or $18,696 for married employees, up from $9,107 or $18,213.

Attention: For more information refer to:

• https://tax.utah.gov/forms-pubs/

• http://www.irs.gov/pub/irs-pdf/fw4.pdf

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

• Manage State Standard Deductions (PRMSSD)

• Manage State Tax Tables (PRMSTT)

• Manage State Tax Withholding Adjustments (PRMSTAC)

This enhancement updates Vermont Quarterly SUTA electronic filing to align with the state’s current ICESA file layout requirements for the modernized UI system. It updates Vermont-specific processing on the Create Quarterly SUTA Tax File and Manage SUTA Tax File Data screens so you can generate files that match the revised state format and reporting rules. The update also changes how Vermont employer account numbers, total hours worked, business status indicators, and other file elements are reported.

For Vermont, some controls are now unavailable because the state no longer requires or accepts those values in the same way. This enhancement applies only when the filing state is Vermont.

 

Manage SUTA Tax File Data (PRMSMM)

The Manage SUTA Tax File Data screen now applies Vermont-specific behavior for fields that are no longer used in the updated Vermont ICESA file layout. When you select VT (Vermont) as the filing state, the screen:

• Disables the Media Transmitter/Auth. No./Suffix Code/EFT controls.

• No longer validates Media Transmitter/Auth. No./Suffix Code/EFT as numeric.

• No longer reports the Media Transmitter/Auth. No./Suffix Code/EFT value in the Vermont Code A Authorization Code field.

 

Create Quarterly SUTA Tax File (PRPSMM)

The Create Quarterly SUTA Tax File screen now includes Vermont-specific updates that support the revised ICESA file layout and reporting requirements. When you select VT (Vermont) as the filing state, the screen:

• Sets the default value of the Computer Manufacturer field to DELTEK.

• Enables the Amended checkbox.

• Updates the Business Status (Vermont) drop-down list under Other Filing Info with Vermont-specific filing options.

• Uses the latest Vermont file layout which includes the following updates:

• Code A 141-153 Original or Amended: Added field and source is the Amended checkbox

• Code A 208-213 Authorization Code: No longer report the Media Transmitter/Auth. No./Suffix Code/EFT fields

• Code A 243-250 File Creation Date: Renamed field name

• Code E 173-179 VT Employer Account Number: Must be right -justified and zero-filled

• Code S 155-161 VT Employer Account Number: Must be right -justified and zero-filled

• Code S 235-238 Total Hours Worked: Now applies to all employees (previously hourly employees only)

• Code S 239-244 Filler: No longer report the hourly wage, must be zero-filled

• Code T 2-8 Total Number of Employees: Corrected data type to numeric

• Code C 2-18 VT Employer Account Number: Must be right-justified and zero-filled

• Code C 243-250 Unemployment Contribution Amount Due: Renamed field name

• Code C 112 Employer no longer has employees/Discontinued operations in Vermont: Renamed field name, updated source

• Code C 113 Out of Business: Renamed field name, updated source

• Code C 114 Employer change in address or name: Renamed field name, updated source

• Code C 115 Employer change in payroll service provider: Renamed field name, updated source

West Virginia reduces personal income tax rates for the 2026 tax year effective January 1, 2026, retroactively. The percentage method withholding tables have been updated, reducing the tax rates from a range of 2.22% - 4.82% to 2.11% - 4.58%.

To support the state tax updates, 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)

Attention: For more information, see:

• https://tax.wv.gov/Individuals/Pages/PersonalIncomeTaxReductionBill.aspx

• https://tax.wv.gov/Documents/Withholding/it100.2a.pdf

This Costpoint release adds tax table records effective January 1, 2026, on the Manage State Taxes screen for states where the unemployment-taxable wage base has been updated for tax year 2026.

 

Alaska

The unemployment-taxable wage base increased from $51,700 to $54,200.

 

Hawaii

The unemployment-taxable wage base increased from $62,000 to $64,500.

 

Idaho

The unemployment-taxable wage base increased from $55,300 to $58,300.

 

Kentucky

The unemployment-taxable wage base increased from $11,700 to $12,000.

 

Louisiana

The unemployment-taxable wage base decreased from $7,700 to $7,000.

 

Minnesota

The unemployment-taxable wage base increased from $43,000 to $44,000.

 

Montana

The unemployment-taxable wage base increased from $45,100 to $47,300.

 

New Mexico

The unemployment-taxable wage base increased from $33,200 to $34,800.

 

New York

The unemployment-taxable wage base increased from $12,800 to $17,600.

 

North Carolina

The unemployment-taxable wage base increased from $32,600 to $34,200.

 

North Dakota

The unemployment-taxable wage base increased from $45,100 to $46,600.

 

Oklahoma

The unemployment-taxable wage base decreased from $28,200 to $25,000.

 

Rhode Island

The unemployment-taxable wage base increased from $29,800 to $30,800.

 

Utah

The unemployment-taxable wage base increased from $48,900 to $50,700.

 

Virgin Islands

The unemployment-taxable wage base increased from $31,100 to $32,100.

 

This enhancement requires the following:

• cp82_bundle_CYE2025_002.zip

• cp82_dbc_820_11958_001.zip

• cp82_dbc_820_11963_001.zip

• cp82_dbc_820_11966_001.zip

• cp82_dbc_820_11976_001.zip

• cp82_dbc_820_11978_001.zip

• cp82_dbc_820_11992_001.zip

• DeltekCostpointMaintenanceRelease_2025.2.0.5023.exe

Arkansas released the Withholding Tax Formula Method effective January 1, 2026. The changes include:

• The standard deduction used in the formula increased from $2,410 to $2,470.

• The tax brackets for the percentage method have been adjusted.

Attention: For more information, see: https://www.dfa.arkansas.gov/wp-content/uploads/whformula_2026.pdf.

To support state requirements, this release 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 patch dbc_820_11966.

California regulations require employers to let employees indicate whether their emergency contacts should be notified if the employee is arrested or detained during work hours. This enhancement adds an opt-in/opt-out choice for each emergency contact so you can record that preference and support compliance.

Access to this information follows your existing security and privacy controls. For example, only administrators should have access to the Manage Employee Information screen and the View Employee Information screen, while employees should have access to their own data on the Emergency Contacts screen and the Life Events/New Hires screen. Managers should have access to their direct/indirect reports’ data on the Emergency Contacts screen.

The new checkboxes default to unchecked for new entries, and existing records default to “N” upon conversion.

Attention: For more information on California regulations, see:

• https://www.theemployerreport.com/2026/01/prep-now-for-the-california-workplace-know-your-rights-act-action-required-by-february-1/

• https://www.dir.ca.gov/dlse/Know-Your-Rights-Notice/Know-Your-Rights-Notice-English.pdf

 

Manage Employee Information (LDMEINFO)

The Address/Contact tab now includes Contact 1 Notify if arrested or detained and Contact 2 Notify if arrested or detained checkboxes so you can select the preference for each of the employee’s contact. The new checkboxes default to unchecked when you enter a new record.

Field	Description
Contact 1 Notify if arrested or detained	Select the checkbox if the primary contact should be notified if the employee is either arrested or detained while at work.
Contact 2 Notify if arrested or detained	Select the checkbox if the secondary contact should be notified if the employee is either arrested or detained while at work.

 

View Employee Information (PRQEINFO)

The Address/Contact tab now displays Contact 1 Notify if arrested or detained and Contact 2 Notify if arrested or detained checkboxes so you can view the employee’s preference for each contact. The new checkboxes display as disabled checkboxes when you query an employee record.

Field	Description
Contact 1 Notify if arrested or detained	If selected, this checkbox indicates that the primary contact should be notified if the employee is either arrested or detained while at work.
Contact 2 Notify if arrested or detained	If selected, this checkbox indicates that the secondary contact should be notified if the employee is either arrested or detained while at work.

 

Emergency Contacts (ESMEMERCON)

You can specify whether each emergency contact should be notified if you are arrested or detained during work hours. Emergency contacts now include Notify if arrested or detained checkboxes for the primary and secondary contact so you can select a notification preference for each contact.

Field	Description
Primary Contact - Notify if arrested or detained	Select the checkbox if the primary contact should be notified if the employee is either arrested or detained while at work.
Secondary Contact - Notify if arrested or detained	Select the checkbox if the secondary contact should be notified if the employee is either arrested or detained while at work.

Note: The updates on the Emergency Contacts screen also apply to the Emergency Contacts tab on the Life Events/New Hires (ESMLIFEEVENT) screen.

 

Emergency Contacts (HTMEMERGENCYCONTACT)

Managers can record and review whether each emergency contact should be notified if an employee is arrested or detained during work hours, based on your organization’s access rights. Emergency contacts now include Notify if arrested or detained checkboxes so you can select a preference for each of the employee’s contact.

Field	Description
Contact 1 - Notify if arrested or detained	Select the checkbox if the primary contact should be notified if the employee is either arrested or detained while at work.
Contact 2 - Notify if arrested or detained	Select the checkbox if the secondary contact should be notified if the employee is either arrested or detained while at work.

 

Manage Change Requests (HTMCHANGES)

You can review emergency contact change requests for the arrest/detention notification preferences. The screen now displays proposed updates to the Contact 1 Notify if arrested or detained and Contact 2 Notify if arrested or detained checkboxes in Field 7 and 11.

 

Activate Pending Change Requests (HTPCHANGES)

You can activate pending emergency contact preference updates submitted through change requests. The activation process now supports updating the Contact 1 Notify if arrested or detained and Contact 2 Notify if arrested or detained checkboxes from the change request table.

 

Manage Employee Import User-Defined Format (AOMSUEBP)

The import format now supports including the Contact 1 Notify if arrested or detained and Contact 2 Notify if arrested or detained checkboxes in the import process. To support this functionality, the new fields were added to the file layout for Record 5.

 

Import Employee Data (AOPUTLEL)

You can import the new emergency contact preference values along with other employee information. The following new fields on the EMPL table have been added to Record 5 for both fixed length and comma-separated file layouts:

• CONT_NOTIFY_1_FL

• CONT_NOTIFY_2_FL

 

Print Data Dictionary Report (SYRDD)

The Print Data Dictionary Report screen now provides information for the new emergency contact preference fields. The data dictionary output now includes the new fields added to the Employee (EMPL) and Employee Info Audit (EMPL_ADT) tables.

• CONT_NOTIFY_1_FL

• CONT_NOTIFY_2_FL

Costpoint now supports the following California Paid Sick Leave accrual and used paid sick leave policies:

• Up-Front Policy

• For new hires, 24 hours or 3 days are available for use by the 120th calendar day of employment and 40 hours or 5 days must be available for use by the 200th calendar day of employment.

• For existing employees, 40 hours or five days of paid sick leave per year and the full amount of this leave is made available for the employee’s use from the beginning of each year of employment, calendar year, or 12-month period.

• You may limit each employee to use only 40 hours or 5 days of paid sick leave within a 12-month period.

• You can zero-out the employee’s paid sick leave balance at the end of the 12-month period.

• The 12-month period may be based on the employee’s hire date, the leave year, or a date you specify.

• Accrual Policy

• Employees will each earn 1 hour of paid sick leave for every 30 hours worked.

• Each employee may accrue up to 80 hours or 10 days in a 12-month period. Once this limit is reached, no additional hours will be accrued for the rest of the 12-month period.

• You may limit each employee to use only 40 hours or 5 days of paid sick leave within a 12-month period (note that the employee may accrue up to 80 hours or 10 days and carry a balance up to 80 hours or 10 days, but only use 40 hours or 5 days).

• You may limit the paid sick leave carryover balance to 80 hours or 10 days at the end of the 12-month period.

• The 12-month period may be based on the employee’s hire date, the leave year, or a date you specify.

You can now cap how much paid sick leave an employee can use within a 12-month period (leave year or anniversary year), even when the employee’s available balance is higher. This helps you comply with California paid sick leave rules that allow employees to accrue more than the annual usage cap while still limiting annual usage.

Users who already have access to leave setup, leave processing, and timesheet screens can configure and enforce these caps through new used-leave setup options and validations. If you use accrual schedules other than the 1:30 schedule (one hour of paid sick leave for each 30 hours of work), Costpoint does not automatically adjust accruals to meet California’s 120/200-day minimums; you must enter a manual adjustment and post it. Also, timesheet validations only apply used-leave limits when the leave type is configured to limit annual usage.

Attention: For more information on California Paid Sick Leave, see:

• https://www.dir.ca.gov/dlse/California-Paid-Sick-Leave.html

• https://www.dir.ca.gov/dlse/paid_sick_leave.htm

• https://www.shrm.org/topics-tools/employment-law-compliance/california-frontload-sick-leave

 

Manage Leave Types (LDMLVTP)

You can now define whether and how Costpoint limits annual used leave for a leave type.

• You can configure whether the leave type applies an annual usage limit and how Costpoint measures that limit (leave year or anniversary year).

• You can control anniversary-year timing behavior used when applying annual used leave limits.

• Costpoint validates mismatched setup between accrual limits and used leave limits to help prevent inconsistent configurations.

• The screen provides a new Used Leave group box where you can establish the rules for applying an annual limit to the leave an employee can use/charge on their timesheets. The settings in this group box can be used to do either or both of the following:

• Limit the leave an employee can use/charge in the leave year.

• Limit the leave an employee can use/charge in their anniversary year.

• If you are limiting leave based on anniversary year, these settings allow you to specify how the anniversary year dates should be derived should the year end on the employee’s anniversary date or start on the anniversary date.

The new fields are:

Field	Description
Used Leave Limitation Method	Use this setting if you need to limit the leave an employee can use in a year, regardless of their balance. For example, California Paid Sick Leave regulations state that an employee may accrue more than 40 hours or 5 days of paid sick leave, but the law allows employers to limit an employee’s use of paid sick leave to 40 hours or 5 days during a year. Valid options are: Limit an employee’s annual usage: Select this option to limit the leave an employee can use in a year. A validation will prevent users from using/charging more leave than the specified Annual Limit on Used Leave. The Annual Limit on Used Leave is established on the Manage Leave Codes screen and can vary based on an employee’s months of service. No annual limit on used leave: Select this method if there is no limit on how much leave an employee can charge/use in a year.
Annual Used Leave Limit Basis	If you are limiting an employee’s used leave for the year, use these options to specify whether the Annual Limit on Used Leave (specified in Manage Leave Codes) should be applied to the leave year dates assigned to the employee’s leave cycle or the employee’s anniversary year. Valid options are: Limit used leave per leave year: Select this option to cap the total leave an employee can take within the current leave year. The leave year dates are defined on the Manage Leave Periods screen, and the leave year linked to the open leave period is regarded as the current leave year. When entering or importing a timesheet, an error message will display if the used leave exceeds the employee’s annual limit. This limit, known as the Annual Limit on Used Leave, is set on the Manage Leave Codes screen and depends on the employee’s months of service. Limit used leave per anniversary year: Choose this option to restrict the total leave an employee can take during their anniversary year. The dates for an employee’s anniversary year are determined by their Current Hire Date and the Anniversary Year Timing assigned to the leave type. If a Leave Hire Date is specified for the employee/leave type combination on the Manage Employee Leave screen, that date will override the Current Hire Date. When applying the annual limit to the employee’s anniversary year, an Anniversary Year Timing method must be selected and will be implemented as follows: If the Anniversary Year Timing is set to Ends on anniversary date, the anniversary year will begin on the day following the employee’s anniversary date and will conclude on their next anniversary date. If the Anniversary Year Timing is set to Starts on anniversary date, the anniversary year will begin on the employee’s anniversary or hire date and will conclude on the day before their next anniversary date. Not Applicable: This method will automatically be selected if the Used Leave Limitation Method is No annual limit on used leave.
Anniversary Year Timing	This setting is required if you are limiting the leave an employee can use during their anniversary year (Annual Used Leave Limit Basis is Limit used leave per anniversary year). Use this setting to specify whether the employee’s anniversary year starts or ends in the period containing their anniversary date. Valid options are: Ends on anniversary date: Select this option if the employee’s anniversary year will end on their anniversary date. The start date for that year will be the day that followed their prior anniversary date or hire date. For example, if the employee’s Hire Date is 07/12/2019 and the current open leave period is 05/01/2026 to 05/15/2026, the employee’s current anniversary year dates would be 07/13/2025 to 07/12/2026. Starts on anniversary date: Select this option if the employee’s anniversary year will start on their anniversary date or hire date. The end date for that year will be the day before their next anniversary date. For example, if the employee’s Hire Date is 07/12/2019 and the current open leave period is 05/01/2026 to 05/15/2026, the employee’s current anniversary year dates would be 07/12/2025 to 07/11/2026. Not Applicable: This method will automatically be selected if the Annual Used Leave Limit Basis is not based on the employee’s anniversary year.

 

Manage Leave Codes (LDMLVTAB)

You can now enter the annual used leave limits by months of service and configure new compute methods that support California Paid Sick Leave requirements. The changes are:

• The screen supports new compute methods that help model California up-front rules, including accruals based on days of employment and annual accrual in the first period:

• DE1-Leave period including Days of Employment: This method provides the employee with a lump sum accrual in the leave period which includes the specified Days of Employment. If you select this option, you must enter at least one record on the Days of Employment Computation Schedule subtask.

• DE2-Leave period prior to Days of Employment: Using this method, employees will accrue hours in the leave period before the one that includes the specified days of employment. This method is beneficial when compliance with a law requires a certain number of hours be available to the employee by a specific number of days of employment. If you select this option, you must enter at least one record on the Days of Employment Computation Schedule subtask.

• FRSTPD-Annually in first period: This method provides employees with a lump sum accrual at the start of each year. If you select this option, you must use the Annual Accrual Limit Basis setting on the Manage Leave Types screen for the corresponding leave type to specify whether the year is based on the Leave Cycle’s open leave year or the employee’s anniversary year.

• Screen labels were updated.

• A new Used Leave Limits subtask allows you to maintain annual used leave limits by months of service when annual usage limits apply. The subtask contains the following fields:

Field

Description

Months of Service

Enter the number of months of completed service for which the used leave limit rule applies. This column determines which line of the table will be used to determine the limit amount. After an employee completes the designated months of service, the employee’s used leave for the leave year or anniversary year will be limited by the specified Annual Limit on Used Leave when timesheets are entered or imported An employee’s months of service is based on the Leave Hire Date if it’s assigned to the employee and leave type on the Manage Employee Leave screen. It is also based on the Months of Service Calculation method selected on the Configure Leave Settings screen. If the method is Leave Period Start Date and the employee completed the designated months of service on or before the open leave period start date, then the corresponding accrual rate and ceiling amounts will be applied. If the method is Leave Period End Date and the employee completes the designated months of service on or before the open leave period end date, then the corresponding accrual rate and ceiling amounts will be applied. For example, if you enter 12 in this field, the employee accrues the leave rate after completing 12 months of service. The table below shows the possible period when the new accrual rate takes effect. Hire Date Method 12 Months Leave Period in which employee completes designated months of service 02/01/17 Start 02/01/18 02/01/18 – 02/14/18 02/10/17 Start 02/10/18 02/15/18 – 02/28/18 02/01/17 End 02/01/18 02/01/18 – 02/14/18 02/10/17 End 02/10/18 02/01/18 – 02/14/18 Note: Costpoint uses calendar months when determining time periods that are fractions of a year (for example, 1/31/00 to 2/28/00 = 1 month, as does 01/28/00 to 02/28/00, 02/28/00 to 03/31/00 = 1 month, and so on). This does not apply to the deferral of leave because days, rather than months, are entered in the Days to Defer Leave Usage field. When you select Leave Period Start Date in the Months of Service Calculation group box on the Configure Leave Settings screen, the start dates for semi-monthly payroll periods are the 1st and the 16th of the month. If a leave hire date is assigned to the employee and leave type on the Manage Employee Leave screen, then months of service is based on the specified leave hire date. Otherwise, if no leave hire date is specified, the months of service is based on the employee’s current hire date from the Manage Employee Information screen.

Annual Limit on Used Leave

If the leave type is tracked by hours and is set up to apply a limit to the leave an employee may use in a year, use this field to specify the maximum number of hours an employee may use. The timesheet entry and import applications will impose a limit on the annual used leave. If leave is tracked by amount, enter the maximum amount an employee may charge in a year. Rules for used leave limitations can be set up on the Manage Leave Types screen.

• A new Days of Employment Computation Schedule subtask becomes available for day-based compute methods (DE1 and DE2) and stores the schedule rows used by those methods.

Field	Description
Months of Service	This column displays the Months of Service from the parent Leave Computation Settings record.
Days of Employment	Use this field to specify the days of employment that will trigger the specified accrual. Table 1 Example: Months of Service Compute Method Days of Employment Accrual Rate 0 DE1-Leave period including Days of Employment 45 20.0000 With this setup, employees will get 20.00 hours of accrual in the leave period that includes the employee’s 45th day of employment. This field will only be enabled if the Compute Method is DE1-Leave period including Days of Employment or DE2- Leave period prior to Days of Employment.
Accrual Rate	Enter the accrual rate for the specified compute method. Enter the value in hours if the leave type is tracked by hours. Otherwise, enter the value as an amount if the leave type is tracked by amount. This field is only needed for the following compute methods: If the Compute Method is DE1-Leave period including Days of Employment, the Compute Leave Accruals process will grant the accrual rate to the assigned employees in the leave period which includes the specified days of employment. For example, if the employee’s Current Hire Date is 08/11/2024 and the Days of Employment is 90, the employee will receive the accrual in the leave period which includes 11/08/2024, which is 90 days following the employee’s hire date. If the Compute Method is DE2- Leave period prior to Days of Employment, the Compute Leave Accruals process will grant the accrual rate to the assigned employees in the leave period prior to the period which includes the specified days of employment. For example, if the employee’s Current Hire Date is 08/11/2024, the Days of Employment is 90, and the leave cycle is Semi-Monthly, the employee will receive the accrual in the 10/16/2024 – 10/31/2024 leave period which precedes the period that includes 11/08/2024, which is 90 days following the employee’s hire date.

Notes

This free-form field allows you to enter notes relating to the accrual.

 

Manage Employee Leave (LDMELV)

The Manage Employee Leave screen now allows you to view anniversary-year used leave details when the leave type uses anniversary-year annual usage limits. The changes are:

• The screen displays anniversary-year used leave information for employees when the leave type limits annual used leave by anniversary year.

• The screen calculates and populates the anniversary-year used leave values dynamically based on employee and leave selections.

• The anniversary-year used leave values are display-only and are not stored in the database.

To support these new features, the following fields were added:

Field	Description
Annual used limit is based on anniversary year	This will be a display-only checkbox that will indicate if the leave type’s annual used leave limit is applied to the employee’s anniversary year. If this checkbox is selected, the user should expect to see the employee’s Anniversary Year Accrual dates and total displayed on the screen.
Anniversary Year Used Leave Group Box	If the leave type is configured to impose a limit on the anniversary year used leave, this section will show the anniversary dates for the employee/leave type combination and the total used leave from the anniversary start date to the open leave period. If the leave type is configured to impose a limit on the annual used leave during the leave year, rather than the anniversary year, the fields in this group box will not be populated.
Start Date	This field displays the beginning of the employee’s anniversary year. This field will only be populated if the leave type’s Annual Used Leave Limit Basis is Limit used leave per anniversary year on the Manage Leave Types screen. The date is determined by the leave type’s configuration on the Manage Leave Types screen: If the leave type’s Annual Used Leave Limit Basis is set to Limit used leave per leave year, the leave type used leave limitation is based on the leave year so this field will not be populated If the leave type’s Annual Used Leave Limit Basis is Limit used leave per anniversary year and the Anniversary Year Timing is Ends on anniversary date, the start date is the day after the employee’s previous anniversary date or hire date. If the leave type’s Annual Used Leave Limit Basis is Limit used leave per anniversary year and the Anniversary Year Timing is Starts on anniversary date, the start date is the employee’s anniversary date or hire date. If the leave type’s annual used leave limit is based on the employee’s anniversary year, this field updates when you enter the Employee and Leave Type for a new record. If you specify a Leave Hire Date, it will be used to calculate the employee’s anniversary year dates instead of the employee’s Current Hire Date. Since this value is not stored in the database, Costpoint will dynamically use the Employee, Leave Type, and Leave Hire Date values to determine the anniversary year start date when an existing record is queried.
End Date	This field displays the end of the employee’s anniversary year. This field will only be populated if the leave type’s Annual Used Leave Limit Basis is Limit used leave per anniversary year on the Manage Leave Types screen. The date is determined by the leave type’s configuration in Manage Leave Types: If the leave type’s Annual Used Leave Limit Basis is set to Limit used leave per leave year on the Manage Leave Types screen, the leave type used leave limitation is based on the leave year so this field will not be populated. If the Annual Used Leave Limit Basis is Limit used leave per anniversary year and the Anniversary Year Timing is Ends on anniversary date on the Manage Leave Types screen, the end date is the employee’s anniversary date. If the Annual Used Leave Limit Basis is Limit used leave per anniversary year and the Anniversary Year Timing is Starts on anniversary date on the Manage Leave Types screen, the end date is the day before the employee’s next anniversary date. If the leave type’s annual used leave limit is based on the employee’s anniversary year, this field updates when you enter the Employee and Leave Type for a new record. If you specify a Leave Hire Date, it will be used to calculate the employee’s anniversary year dates instead of the employee’s Current Hire Date. Since this value is not stored in the database, Costpoint will dynamically use the Employee, Leave Type, and Leave Hire Date values to determine the anniversary year end date when an existing record is queried.
Anniversary Year Used	This field displays the employee’s total used leave between the specified anniversary year start and end dates. If the leave type is tracked by hours, this will be the employee’s total used leave hours from the View Leave History table where the Leave Period End Date falls within the anniversary year, from the anniversary year start date through anniversary year end date. Otherwise, if the leave type is tracked by amount, this will be the employee’s total used leave amount from the View Leave History table where the Leave Period End Date falls within the anniversary year, from the anniversary year start date through the anniversary year end date. This field will only be populated if the leave type’s Annual Used Leave Limit Basis is Limit used leave per anniversary year on the Manage Leave Types screen. If the leave type’s annual used leave limit is based on the employee’s anniversary year, this field updates when you enter the Employee and Leave Type for a new record. If you specify a Leave Hire Date, it will be used to calculate the employee’s anniversary year dates instead of the Current Hire Date. Since this value is not stored in the database, Costpoint will dynamically use the Employee, Leave Type, and Leave Hire Date values to determine the anniversary dates when an existing record is queried, and it will use those dates to determine the employee’s total accrual for the year.

Note: The changes on the Manage Employee Leave screen are also applied to the Leave subtask on the Manage Employee Information screen.

 

Compute Leave Accruals (LDPCLHF)

The Compute Leave Accruals screen now has the ability to calculate employee accrual based on the new leave code compute methods:

• DE1-Leave period including Days of Employment: With this method, employees will receive the assigned Accrual Rate in the period in which they attain the specified days of employment

• DE2-Leave period prior to Days of Employment: With this method, employees will receive the assigned Accrual Rate in the period prior to the leave period in which the specified days of employment falls.

• FRSTPD-Annually in first period: With this method, employees will receive the assigned Accrual Rate in the first period of each year. Users will need to specify whether the accrual should be attained in the first period of the leave year or the first period of the employee’s anniversary year. They will also need to specify whether the anniversary year starts or ends on the employee’s anniversary date.

The Annual Accrual Limit logic was updated to include the annual accrual limits from the new leave code compute methods.

 

Export Data to Deltek Time and Expense (LDPDTC)

The Export Data to Deltek Time and Expense screen now exports annual used leave limit information and the date range used to evaluate year-to-date usage. The updates include the following:

• The export includes annual used leave limit values and the applicable start/end dates used to determine year-to-date used leave.

• When no annual used leave limit applies, the exported usage limit and date values default to NULL.

• The export logic includes performance-related updates to employee leave handling.

 

Manage Timesheets (LDMTIME)

The Manage Timesheets screen now validates used leave charges against annual used leave limits when the leave type is configured to apply annual usage limits. The screen applies the used leave ceiling only when the leave type is set up to limit annual usage. If the leave type is not configured to limit annual usage, the screen ignores used leave limit setup on related leave code configuration.

Note: The updates on the Manage Timesheets screen for this feature also apply to the Manage Correcting Timesheets screen.

 

Import Timesheets from Deltek Time and Expense (LDPUPET)

The Import Timesheets from Deltek Time and Expense screen now validates imported used leave charges against annual used leave limits when annual usage limits apply. The import logic recognizes used-leave ceilings and triggers errors when imported charges exceed the annual used leave limit and the leave type is configured to limit annual usage.

 

Import Timesheets (AOPUTLTS)

The Import Timesheets screen now validates imported used leave charges against annual used leave limits when annual usage limits apply. The import logic recognizes used-leave ceilings and triggers errors when imported charges exceed the annual used leave limit and the leave type is configured to limit annual usage.

The tax tables of Guam were updated to align with the 2026 federal percentage method tables.

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

To support state requirements, this release 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:

• cp82_bundle_CYE2025_002.zip

• cp82_dbc_820_11992_001.zip

• DeltekCostpointMaintenanceRelease_2025.2.0.5023.exe

Hawaii published the latest Employer’s Tax Guide for tax withholding starting January 1, 2026. The extra lump sum withholding allowance amount increased from $1,650 to $4,350.

Attention: For more information, see: https://files.hawaii.gov/tax/news/pubs/25BkltA.pdf.

To support state requirements, this release 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 patch dbc_820_11963.

Illinois released the 2026 Withholding Tax Tables. The value of a state allowance increases from $2,850 to $2,925.

Attention: For more information, see: https://tax.illinois.gov/content/dam/soi/en/web/tax/forms/withholding/documents/currentyear/il-700-t.pdf.

To support state requirements, this release 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:

• cp82_bundle_CYE2025_002.zip

• cp82_dbc_820_11988_001.zip

• DeltekCostpointMaintenanceRelease_2025.2.0.5023.exe

Indiana’s state income tax rate decreases from 3.00% to 2.95%.

To support state requirements, this release 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 patch dbc_820_11966.

Louisiana released the 2026 tax withholding tables. The following are the updates:

• The standard deductions for Single or Married-Separate filing statuses increased from $12,500 to $12,875.

• The standard deductions for Married-Joint, Qualified Surviving Spouse, or Head of Household filing statuses increased from $25,000 to $25,750.

Attention: For more information, see: https://doa.louisiana.gov/media/0uafjmat/2601emr014.pdf.

To support state requirements, this release 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:

• cp82_bundle_CYE2025_002.zip

• cp82_dbc_820_11988_001.zip

• DeltekCostpointMaintenanceRelease_2025.2.0.5023.exe

Maryland released the latest income tax rates and brackets. The changes are:

• Two Maryland counties adjusted their income tax rates for 2026:

• Allegany County, from 3.03% to 3.20%

• Kent County, from 3.20%. to 3.30%

• The standard deduction increases from $3,350 to $3,400.

 

Percentage Method

Each local income tax percentage rate in the calculation associated with a jurisdiction listed at the right either matches or closely approximates the listed local tax rate for that jurisdiction, without going below the actual tax rate.

To find the proper calculation, click on the jurisdiction where the employee lives.

For lump sum distribution or annual bonus, select the jurisdiction and use the rate listed at the bottom of that page.

For employees who are not residents of Maryland, use the Nonresident link which does not include local tax. However, the calculation provides for the special nonresident tax, which is calculated using the lowest local tax rate in effect for the tax year.

For employees who are residents of Maryland, but are working in Delaware or other nonreciprocal states, use the link labeled Delaware. The calculation for the Delaware link includes the local tax and credit for income taxes paid to another state.

Local Tax Area	2025 Tax Year	2026 Tax Year
Allegany County	.0303 (PDF)	.0320 (PDF)
Anne Arundel County	.0270 (PDF) (I) .0294 (PDF) (I) .0320 (PDF) (I)	.0270 (PDF) (III) .0294 (PDF) (III) .0320 (PDF) (III)
Baltimore City	.0320 (PDF)	.0320 (PDF)
Baltimore County	.0320 (PDF)	.0320 (PDF)
Calvert County	.0320 (PDF)	.0320 (PDF)
Caroline County	.0320 (PDF)	.0320 (PDF)
Carroll County	.0303 (PDF)	.0303 (PDF)
Cecil County	.0274 (PDF)	.0274 (PDF)
Charles County	.0303 (PDF)	.0303 (PDF)
Dorchester County	.0330 (PDF)	.0330 (PDF)
Frederick County	.0225 (PDF) (II) .0275 (PDF) (II) .0296 (PDF) (II) .0320 (PDF) (II)	.0225 (PDF) (IV) .0275 (PDF) (IV) .0296 (PDF) (IV) .0320 (PDF) (IV)
Garrett County	.0265 (PDF)	.0265 (PDF)
Harford County	.0306 (PDF)	.0306 (PDF)
Howard County	.0320 (PDF)	.0320 (PDF)
Kent County	.0320 (PDF)	.0330 (PDF)
Montgomery County	.0320 (PDF)	.0320 (PDF)
Prince George's County	.0320 (PDF)	.0320 (PDF)
Queen Anne's County	.0320 (PDF)	.0320 (PDF)
St. Mary's County	.0320 (PDF)	.0320 (PDF)
Somerset County	.0320 (PDF)	.0320 (PDF)
Talbot County	.0240 (PDF)	.0240 (PDF)
Washington County	.0295 (PDF)	.0295 (PDF)
Wicomico County	.0320 (PDF)	.0320 (PDF)
Worcester County	.0225 (PDF)	.0225 (PDF)
Nonresidents	.0225 (PDF)	.0225 (PDF)
Delaware (PDF)

Attention: For more information, see: Maryland Income Tax Rates and Brackets.

 

This enhancement requires:

• cp82_bundle_CYE2025_002.zip

• DeltekCostpointMaintenanceRelease_2025.2.0.5023.exe

• cp82_dbc_820_12021_001.zip