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. Updates are still packaged as cumulative releases for MRs.

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.

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).

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

This section provides the latest updates to the new Costpoint Release Methodology for On-Premises customers originally announced with the release of Costpoint 8.2 in June of 2023. The new release methodology allows the Costpoint team to deliver new features faster, while ensuring a higher level of quality and stability. 

As a reminder with the launch of Costpoint 8.2 in June of 2023, Deltek has moved to a Quarterly Release methodology. Quarterly Releases (QRs) will include new features, defect fixes, and regulatory updates. Deltek will continue to provide monthly Maintenance Releases (MRs), except for months when a QR is provided, which will include fixes for high severity defects and regulatory updates. Deltek will provide a separate release for the Calendar Year End (CYE) updates.

Costpoint 8.2 is referred to as Deltek’s Innovation Release and will adhere to the following Product Lifecycle Phases schedule (see Product Lifecycle Phase Descriptions). With the release of each Quarterly Release, the previous Quarterly Releases will move into Maintenance Support. Quarterly Releases will remain in Maintenance Release for nine months beyond their release date. After this nine-month period, they will move into Sustaining Support.

Costpoint 8.1 is referred to as Deltek’s Long-Term Support release and moved into Maintenance Support (see Support Lifecycle: Deltek Costpoint Product Family) on June 1st 2023 and will remain in Maintenance Support thru April 1st 2026. As a reminder, in Maintenance Support, Costpoint 8.1 will not receive any new features while continuing to receive new tax, legal, and regulatory updates and hot fixes for severity 1 issues. 

Costpoint 8.2 customers should apply, at a minimum, two QRs each calendar year. This allows for customers to skip a QR when planning their annual upgrade schedule. Following this upgrade schedule ensures customers can request individual hot fixes for critical defects.   

This information is also available in KB Article 114963.

Update W-4 Information of Iowa Employees for 2024 Filing

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

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

To accommodate the employee setup, updates made in Costpoint MR 8.2.8 included the following:

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

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

In Costpoint MR 8.2.9, the Iowa state withholding computation has been updated so that an employee’s credit amount will be based on the Credit Amount field on the Manage Employee Taxes screen, rather than the Number of Credits field. If your Iowa employees have not already reviewed their Iowa W-4 information, you should instruct them to do so before computing payroll. Costpoint Payroll customers with Iowa employees should do the following:

• Costpoint Employee Self Service (ESS) customers:

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

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

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

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

3. Click Save.

• Costpoint customers not using Costpoint ESS:

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

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

It is important for Iowa employees to update their IA W-4 information before payroll is computed in Costpoint MR 8.2.9 or a higher version since the Iowa tax withholding computation will be updated in those versions. If you upgrade to one of those versions and an Iowa employee has not yet updated their Iowa W-4 information, their credit amount will be 0.00 and may result in a higher withholding amount than expected.

Update Iowa Setup in ESS Configure State Tax Settings

Iowa updated their marital status options with the release of their 2024 IA W-4 employee withholding allowance certificate. To accommodate the new statuses, Costpoint MR 8.2.9 applied the following:

• Added new HEAD OF HOUSEHOLD filing status

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

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

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

Project Role Security Replaces Project Manager Security in Costpoint Business Intelligence

Access to secure project data has been greatly enhanced by Project Roles Security, which expands access to other roles beyond the Project Manager. If the necessary configurations are set, any project role, including project managers, can view project data at their level and in the lower project levels.

In Costpoint Business Intelligence 8.2.9 or later, Project Role Security replaces Project Manager (PM) Security. PM Security is no longer supported and has been removed.

If you use Project Manager Security and will upgrade to version 8.2.9 or later, Project Role Security will be applied seamlessly without performing extra steps. The system will follow the BI settings you had before the upgrade and transfer users in CER__PM_MGR to the CER__ROLE_SEC user group. In addition, you can extend role security to other project roles.

Important: If you have users in the CER__PM_MGR user group but have disabled Project Role Security before upgrading to 8.2.9, the users will be transferred to the CER__ROLE_SEC user group after the upgrade and Project Roles Security will be automatically turned on. It is important that your BI administrator selects No in the Use Project Roles Security field on the Manage BI Settings screen after the upgrade if needed. The Manage BI Settings screen is located in Report & Analytics » BI Controls.

For more details in setting up Project Role Security, see the Project Roles Security Setup section in Deltek Costpoint Business Intelligence 8.2.9 Post Installation and Configuration Guide for On-premises Users. Additional information is also available in KB article #115682.

This change requires patches 11322 and 11323.

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.

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

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

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

This enhancement requires the following:

• 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 enhancment 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 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

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.

• 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.

This enhancement requires the following:

• cp82_bundle_CYE2024_001.zip

• cp82_prpcatchup_001.zip

• DeltekCostpointMaintenanceRelease_8.2.12.5013.exe

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

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

This enhancement requires the following:

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

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

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

• Federal Withholding (ESMFEDWH)

• Life Events/New Hires (ESMLIFEEVENTS)

This enhancement requires the following:

• 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.

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

 

Colorado

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

 

Connecticut

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

 

Delaware

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

 

Iowa

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

 

Missouri

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

 

Nevada

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

 

New Jersey

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

 

New York

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

 

Vermont

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

 

Washington

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

 

This enhancement requires the following:

• cp82_bundle_CYE2024_001.zip

• DeltekCostpointMaintenanceRelease_8.2.12.5013.exe

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

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

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

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

This enhancement requires the following:

• cp82_prrsotw_003.zip

• deltekcostpointmaintenancerelease_8.2.8.5009.exe

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

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

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

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

• Field 88: CHECK Alabama Overtime Exempt Wages

• Field 89: QTD Alabama Overtime Exempt Wages

• Field 90: YTD Alabama Overtime Exempt Wages

This enhancement requires the following:

• cp82_prpextax_003.zip

• deltekcostpointmaintenancerelease_8.2.12.5013.exe

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

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

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

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

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

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

• Manage State Standard Deductions (PRMSSD)

• Manage State Tax Tables (PRMSTT)

• Manage State Tax Withholding Adjustments (PRMSTAC)

• Manage State Taxes (PRMSTI)

This enhancement requires the following:

• cp82_bundle_CYE2024_001.zip

• Deltekcostpointmaintenancerelease_8.2.12.5013.exe

 

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

 

Manage Local Taxes (PRMLTI)

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

 

Compute Payroll (PRPCPR)

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

 

Manage Payroll Records (PRMPTF)

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

 

Manage Employee Earnings History (PRMERF)

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

This enhancement requires the following:

• cp82_bundle_CYE2024_001.zip

• DeltekCostpointMaintenanceRelease_8.2.12.5013.exe

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

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

This enhancement requires the following:

• cp82_bundle_CYE2024_001.zip

• DeltekCostpointMaintenanceRelease_8.2.12.5013.exe

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

• A flat rate of 3.8% will be used

• The standard deduction will now depend on the following:

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

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

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

 

State Filing Status Table

The State Filing Status table was updated:

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

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

 

Iowa W-4 Setup in Costpoint

For employees with an IA W-4 from 2024 or 2025 on file, and who have selected “Married filing jointly or qualified surviving spouse” and “Yes” for “Does your spouse also have earned income?”, you must update their filing status to MARRIED FILE JOINT DUAL INCOME (Married filing jointly, spouse with earned income). By default, all married employees are currently set to MARRIED (Married filing jointly, spouse no earned income).

For employees with an IA W-4 from 2023 or earlier, calculate the Credit Amount on the Manage Employee Taxes screen by multiplying the number of allowances claimed on the IA W-4 by $40. For instance, if an employee claims 6 allowances, enter a credit amount of $240 (6 x $40).

 

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

• Manage State Standard Deductions (PRMSSD)

• Manage State Tax Tables (PRMSTT)

• Manage State Tax Withholding Adjustments (PRMSTAC)

• Manage State Taxes (PRMSTI)

 

This enhancement requires the following:

• cp82_bundle_CYE2024_001.zip

• Deltekcostpointmaintenancerelease_8.2.12.5013.exe

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

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

This enhancement requires the following:

• cp82_bundle_CYE2024_001.zip

• Deltekcostpointmaintenancerelease_8.2.12.5013.exe

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

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

• Blank location changed to 150-154.

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

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

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

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

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

This enhancement requires the following:

• cp82_bundle_cye2024_001.zip

• Deltekcostpointmaintenancerelease_8.2.12.5013.exe

Maine provided the following state tax updates effective 01/01/2025:

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

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

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

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

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

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

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

• Manage State Taxes (PRMSTI)

• Manage State Tax Withholding Adjustments (PRMSTAC)

• Manage State Standard Deductions (PRMSSD)

• Manage State Tax Tables (PRMSTT)

This enhancement requires the following:

• cp82_bundle_CYE2024_001.zip

• Deltekcostpointmaintenancerelease_8.2.12.5013.exe

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

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

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

This enhancement requires the following:

• cp82_bundle_cye2024_001.zip

• Deltekcostpointmaintenancerelease_8.2.12.5013.exe

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

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

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

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

This enhancement requires the following:

• cp82_prrsotw_003.zip

• deltekcostpointmaintenancerelease_8.2.8.5009.exe

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

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

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

 

Create W-2 Table (PRPCW2)

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

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

 

Manage W-2s (PRMW2)

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

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

• Line 1

• Line 2

• Line 3

• Line 4

• Line 5

• Description

• Amount

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

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

 

Manage W-2Cs (PRMW2C)

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

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

• Line 1

• Line 2

• Line 3

• Line 4

• Line 5

• Description

• Amount

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

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

 

Print W-2s (PRRW2)

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

 

Print W-2 Summary Report (PRRW2R)

The application adds the new fields in the corresponding reports:

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

• Box 14 – Alabama exempt overtime wages

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

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

• Box 14 – Alabama exempt overtime wages (Corrected)

 

W2s (ESMELECW2)

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

 

Export Payroll Taxes (PRPEXTAX)

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

 

Print Data Dictionary Report (SYRDD)

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

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

 

This enhancement requires the following:

• cp82_dbc_820_11396_001.zip

• cp82_esmelecw2_002.zip

• cp82_prmw2_002.zip

• cp82_prmw2c_002.zip

• cp82_prpcw2_002.zip

• cp82_prpextax_002.zip

• cp82_prrw2_003.zip

• cp82_prrw2r_001.zip

• DeltekCostpointMaintenanceRelease_8.2.8.5009.exe

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

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

• The supplemental withholding rate decreased to 3.9%.

Attention: For more information, see:

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

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

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

• Manage State Tax Tables (PRMSTT)

• Manage State Taxes (PRMSTI)

This enhancement requires the following:

• cp82_dbc_820_11458_001.zip

• DeltekCostpointMaintenanceRelease_8.2.8.5009.exe

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

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

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

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

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

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

• Manage State Tax Tables (PRMSTT)

• Manage State Tax Withholding Adjustments (PRMSTAC)

• Manage State Taxes (PRMSTI)

This enhancement requires the following:

• cp82_dbc_820_11434_001.zip

• DeltekCostpointMaintenanceRelease_8.2.8.5009.exe

Idaho posted the 2024 table for percentage computation method of withholding in the Idaho State Tax Commission website. The updates are:

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

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

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

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

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

Attention: For more information, see:

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

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

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

• Manage State Standard Deductions (PRMSSD)

• Manage State Tax Tables (PRMSTT)

• Manage State Tax Withholding Adjustments (PRMSTAC)

• Manage State Taxes (PRMSTI)

This enhancement requires the following:

• cp82_dbc_820_11301_001.zip

• cp82_dbc_820_11426_001.zip

• DeltekCostpointMaintenanceRelease_8.2.8.5009.exe

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

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

 

Manage Deductions (PRMDED)

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

 

This enhancement requires the following files:

• cp82_dbc_820_11416_001.zip

• DeltekCostpointMaintenanceRelease_8.2.8.5009.exe

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

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

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

• Married filing jointly: $18,320

• Married filing separately: $9,160

• Single: $9,160

• Head of Household: $9,160

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

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

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

• Manage State Standard Deductions (PRMSSD)

• Manage State Tax Tables (PRMSTT)

• Manage State Tax Withholding Adjustments (PRMSTAC)

• Manage State Taxes (PRMSTI)

This enhancement requires the following:

• cp82_dbc_820_11462_001.zip

• DeltekCostpointMaintenanceRelease_8.2.8.5009.exe

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

Attention: For more information, see:

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

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

 

Create Quarterly SUTA Tax File (PRPSMM)

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

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

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

 

This enhancement requires the following:

• cp82_prpsmm_006.zip

• deltekcostpointmaintenancerelease_8.2.8.5009.exe

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

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

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

• The following fields are no longer tagged as required:

• RW 199-209 OOS Wage Amt

• RW 338 12th of the Month – Month 1

• RW 339 12th of the Month – Month 2

• RW 340 12th of the Month – Month 3

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

 

Create Quarterly SUTA Tax File (PRPSMM)

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

 

Manage SUTA Tax File Data (PRMSMM)

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

 

This enhancement requires the following:

• cp82_prmsmm_002.zip

• cp82_prpsmm_005.zip

• deltekcostpointmaintenancerelease_8.2.8.5009.exe

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

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

• Manage State Standard Deductions (PRMSSD)

• Manage State Tax Tables (PRMSTT)

• Manage State Tax Withholding Adjustments (PRMSTAC)

• Manage State Taxes (PRMSTI)

This enhancement requires the following:

• cp82_dbc_820_11301_001.zip

• cp82_dbc_820_11426_001.zip

• DeltekCostpointMaintenanceRelease_8.2.8.5009.exe

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

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

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

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

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

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

• Manage State Standard Deductions (PRMSSD)

• Manage State Tax Tables (PRMSTT)

• Manage State Tax Withholding Adjustments (PRMSTAC)

This enhancement requires the following:

• cp82_dbc_820_11440_001.zip

• DeltekCostpointMaintenanceRelease_8.2.8.5009.exe

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

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

• The supplemental withholding rate decreased to 3.9%.

Attention: For more information, see:

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

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

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

• Manage State Tax Tables (PRMSTT)

• Manage State Taxes (PRMSTI)

This enhancement requires the following:

• cp82_dbc_820_11458_001.zip

• DeltekCostpointMaintenanceRelease_8.2.8.5009.exe

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

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

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

• Married filing jointly: $18,320

• Married filing separately: $9,160

• Single: $9,160

• Head of Household: $9,160

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

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

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

• Manage State Standard Deductions (PRMSSD)

• Manage State Tax Tables (PRMSTT)

• Manage State Tax Withholding Adjustments (PRMSTAC)

• Manage State Taxes (PRMSTI)

This enhancement requires the following:

• cp82_dbc_820_11462_001.zip

• DeltekCostpointMaintenanceRelease_8.2.8.5009.exe

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

Attention: For more information, see:

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

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

 

Create Quarterly SUTA Tax File (PRPSMM)

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

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

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

This enhancement requires the following:

• cp82_prpsmm_006.zip

• deltekcostpointmaintenancerelease_8.2.8.5009.exe

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

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

• The dependent allowance increased from $3,000 to $4,000.

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

 

Percentage Method for Employee Withholding

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

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

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

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

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

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

 

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

• Manage State Tax Tables (PRMSTT)

• Manage State Tax Withholding Adjustments (PRMSTAC)

• Manage State Taxes (PRMSTI)

This enhancement requires the following:

• cp82_dbc_820_11434_001.zip

Idaho posted the 2024 table for percentage computation method of withholding in the Idaho State Tax Commission website. The updates are:

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

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

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

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

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

Attention: For more information, see:

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

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

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

• Manage State Standard Deductions (PRMSSD)

• Manage State Tax Tables (PRMSTT)

• Manage State Tax Withholding Adjustments (PRMSTAC)

• Manage State Taxes (PRMSTI)

This enhancement requires the following:

• cp82_dbc_820_11301_001.zip

• cp82_dbc_820_11426_001.zip

• DeltekCostpointMaintenanceRelease_8.2.8.5009.exe

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

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

• Manage State Standard Deductions (PRMSSD)

• Manage State Tax Tables (PRMSTT)

• Manage State Tax Withholding Adjustments (PRMSTAC)

• Manage State Taxes (PRMSTI)

This enhancement requires the following:

• cp82_dbc_820_11301_001.zip

• cp82_dbc_820_11426_001.zip

• DeltekCostpointMaintenanceRelease_8.2.8.5009.exe

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

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

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

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

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

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

• Manage State Standard Deductions (PRMSSD)

• Manage State Tax Tables (PRMSTT)

• Manage State Tax Withholding Adjustments (PRMSTAC)

This enhancement requires the following:

• cp82_dbc_820_11440_001.zip

• DeltekCostpointMaintenanceRelease_8.2.8.5009.exe

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

 

West Virginia

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

 

This enhancement requires the following:

• Patch dbc_820_11331

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

• Number of employees that do not work remotely

• Number of remote employees located within California

• Number of remote employees located outside of California

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

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

 

Print EEO-1 Report (HAREEO1)

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

• Number of employees that do not work remotely

• Number of remote employees located within California

• Number of remote employees located outside of California

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

• U10 - Unknown Race/Ethnicity, Known Male

• U20 - Unknown Race/Ethnicity, Known Female

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

• UU - Unknown Race/Ethnicity, Unknown Sex

 

Manage Employee Salary Information (LDMEHIS)

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

Field

Description

California Pay Data Reporting Remote Worker Status

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

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

• Salary Details subtask of the Manage Employee Information screen

• View Salary Information screen

 

Print Data Dictionary Report (SYRDD)

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

• EMPL_LAB_INFO

• EMPL_LAB_INFO_ADT

 

This enhancement requires the following:

• cp82_cmnlib_ldmeinfolib_001.zip 

• cp82_ldmehis_001.zip 

• cp82_ldmeinfo_001.zip

• deltekcostpointmaintenancerelease_8.2.8.5009.exe

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

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

 

Create Quarterly Family and Medical Leave File

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

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

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

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

 

This enhancement requires the following:

• cp82_ldppfml_001.zip

• DeltekCostpointMaintenanceRelease_8.2.8.5009.exe

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

This enhancement requires the following:

• cp82_prpsmm_001.zip

• DeltekCostpointMaintenanceRelease_8.2.8.5009.exe

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

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

• Manage State Standard Deductions (PRMSSD)

• Manage State Tax Tables (PRMSTT)

• Manage State Tax Withholding Adjustments (PRMSTAC)

• Manage State Taxes (PRMSTI)

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

This enhancement requires the following:

• Patch dbc_820_11312

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

To calculate Iowa’s state withholding taxes correctly, MR 8.2.9 introduces changes to Costpoint’s Compute Payroll process. Before running the Compute Payroll process, employers should instruct Iowa employees to update the Credit Amount on the State Withholding screen in Employee Self Service or instruct employees to file a paper IA W-4 so the Manage Employee Taxes screen can be manually updated with the new information.

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

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

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

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

 

Manage State Standard Deductions (PRMSSD)

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

• The following field was added to the screen:

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

 

Compute Payroll (PRPCPR)

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

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

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

 

Manage Payroll Records (PRMPTF)

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

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

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

The following field was added to the State Taxes subtask:

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

 

Manage Employee Earnings History (PRMERF)

The following field was added to the State Taxes subtask:

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

 

View Payroll Edit Table (PRQPTF)

The following field was added to the State Taxes subtask:

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

 

Post Payroll Journal (PRPPPCLS)

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

 

Print Soc Sec and Medicare Reconciliation Report (PRRFICA)

The dynamic tables used by the application were updated.

 

Print Quarterly Federal Payroll Tax Report (PRRFDTAX)

The dynamic tables used by the application were updated.

 

Recompute Taxable Wages (PRPRCOMP)

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

 

Void/Replace Posted Paychecks (PRPAVCK)

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

 

Tax Table Updates

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

• Manage State Taxes (PRMSTI)

• Manage State Standard Deductions (PRMSSD)

• Manage State Tax Withholding Adjustments (PRMSTAC)

• Manage State Tax Tables (PRMSTT)

 

Filing Status Updates

Iowa updated their marital status options with the release of their 2024 IA W-4 employee withholding allowance certificate. To accommodate the new statuses, Costpoint MR 8.2.9 was updated as follows:

• Added new HEAD OF HOUSEHOLD filing status

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

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

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

 

This enhancement requires the following: 

• cp82_cmnlib_cpcpr_001.zip 

• cp82_dbc_820_11301_001.zip 

• cp82_dbc_820_11311_001.zip

• cp82_prmerf_001.zip

• cp82_prmssd_001.zip 

• cp82_prmptf_001.zip

• cp82_prpavck_001.zip

• cp82_prprcomp_001.zip

• cp82_prpppcls_001.zip

• cp82_prqerf_001.zip

• cp82_prqptf_001.zip

• cp82_prrfdtax_001.zip

• DeltekCostpointMaintenanceRelease_8.2.8.5009.exe

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

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

 

Manage SUTA Tax File Data (PRMSMM)

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

• Contact Name

• Telephone Number

• Ext

• Reporting ID/UI Account Number

 

Create Quarterly SUTA Tax File (PRPSMM)

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

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

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

 

This enhancement requires the following:

• cp82_prmsmm_001.zip

• cp82_prpsmm_002.zip

• DeltekCostpointMaintenanceRelease_8.2.8.5009.exe

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

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

 

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

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

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

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

 

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

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

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

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

 

Manage 1095-C Data (HBM1095C)

The Manage 1095-C Data screen provides the following updates:

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

• The Part III – Covered Individuals subtask includes a new checkbox.

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

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

 

Print 1095-Cs (HBR1095C)

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

 

Print Data Dictionary Report (SYRDD)

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

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

 

This enhancement requires the following:

• cp82_dbc_820_11300_001.zip

• cp82_hbm1095c_001.zip

• cp82_hbr1095c_001.zip

• cp82_hbp1094c_001.zip

• cp82_hbp109xc_001.zip

• DeltekCostpointMaintenanceRelease_8.2.8.5009.exe

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

• Subject Wages and Excess Wages to the existing report

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

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

• Payroll Year Option

• Taxable Entity Option

This enhancement requires the following:

• cp82_prrlcwh_001.zip

• cp82_dbc_820_11333_001.zip

• DeltekCostpointMaintenanceRelease_8.2.8.5009.exe

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

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

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

• The following fields are no longer tagged as required:

• RW 199-209 OOS Wage Amt

• RW 338 12th of the Month – Month 1

• RW 339 12th of the Month – Month 2

• RW 340 12th of the Month – Month 3

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

 

Create Quarterly SUTA Tax File (PRPSMM)

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

 

Manage SUTA Tax File Data (PRMSMM)

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

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

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

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

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

• Employers are responsible for withholding the employees' share.

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

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

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

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

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

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

 

Manage Local Taxes (PRMLTI)

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

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

 

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

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

To set up the employee-paid local tax for Vermont:

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

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

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

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

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

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

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

 

Set Up Employer-Paid Vermont Child Care Contribution Payroll Tax

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

To set up the employer-paid local tax for Vermont:

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

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

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

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

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

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

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

 

This enhancement requires the following:

• cp82_prmlti_001.zip

• DeltekCostpointMaintenanceRelease_8.2.8.5009.exe

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

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

• Manage State Standard Deductions (PRMSSD)

• Manage State Tax Tables (PRMSTT)

• Manage State Tax Withholding Adjustments (PRMSTAC)

• Manage State Taxes (PRMSTI)

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

This enhancement requires the following:

• Patch dbc_820_11312

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

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

This enhancement requires the following:

• cp82_dbc_820_11301_001.zip

• cp82_dbc_820_11372_001.zip

• DeltekCostpointMaintenanceRelease_8.2.8.5009.exe

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

 

Create Quarterly SUTA Tax File (PRPSMM)

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

 

Export Payroll Taxes (PRPEXTAX)

The tax file has been updated as follows:

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

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

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

 

This enhancment requires the following:

• cp82_prpextax_001.zip

• cp82_prpsmm_001.zip

• DeltekCostpointMaintenanceRelease_8.2.8.5009.exe

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

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

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

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

• Employers are responsible for withholding the employees' share.

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

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

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

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

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

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

 

Manage Local Taxes (PRMLTI)

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

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

 

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

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

To set up the employee-paid local tax for Vermont:

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

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

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

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

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

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

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

 

Set Up Employer-Paid Vermont Child Care Contribution Payroll Tax

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

To set up the employer-paid local tax for Vermont:

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

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

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

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

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

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

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

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

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

To support the 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:

• Patch dbc_820_11372

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

 

West Virginia

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

 

This enhancement requires the following:

• Patch dbc_820_11331

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

• Number of employees that do not work remotely

• Number of remote employees located within California

• Number of remote employees located outside of California

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

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

 

Print EEO-1 Report (HAREEO1)

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

• Number of employees that do not work remotely

• Number of remote employees located within California

• Number of remote employees located outside of California

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

• U10 - Unknown Race/Ethnicity, Known Male

• U20 - Unknown Race/Ethnicity, Known Female

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

• UU - Unknown Race/Ethnicity, Unknown Sex

 

Manage Employee Salary Information (LDMEHIS)

The following field has been added on the HR Information tab of the Manage Employee Salary Information screen.

Field

Description

California Pay Data Reporting Remote Worker Status

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

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

• Salary Details subtask of the Manage Employee Information screen

• View Salary Information screen

 

Print Data Dictionary Report (SYRDD)

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

• EMPL_LAB_INFO

• EMPL_LAB_INFO_ADT

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

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

 

Create Quarterly Family and Medical Leave File

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

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

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

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

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

• Subject Wages and Excess Wages to the existing report

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

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

• Payroll Year Option

• Taxable Entity Option

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

 

Create Quarterly SUTA Tax File (PRPSMM)

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

 

Export Payroll Taxes (PRPEXTAX)

The tax file has been updated as follows:

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

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

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

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

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

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

• Manage State Standard Deductions (PRMSSD)

• Manage State Tax Tables (PRMSTT)

• Manage State Tax Withholding Adjustments (PRMSTAC)

• Manage State Taxes (PRMSTI)

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

This enhancement requires the following:

• Patch dbc_820_11312

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

To calculate Iowa’s state withholding taxes correctly, MR 8.2.9 introduces changes to Costpoint’s Compute Payroll process. Before running the Compute Payroll process, employers should instruct Iowa employees to update the Credit Amount on the State Withholding screen in Employee Self Service or instruct employees to file a paper IA W-4 so the Manage Employee Taxes screen can be manually updated with the new information.

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

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

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

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

 

Manage State Standard Deductions (PRMSSD)

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

• The following field was added to the screen:

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

 

Compute Payroll (PRPCPR)

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

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

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

 

Manage Payroll Records (PRMPTF)

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

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

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

The following field was added to the State Taxes subtask:

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

 

Manage Employee Earnings History (PRMERF)

The following field was added to the State Taxes subtask:

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

 

View Payroll Edit Table (PRQPTF)

The following field was added to the State Taxes subtask:

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

 

Post Payroll Journal (PRPPPCLS)

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

 

Print Soc Sec and Medicare Reconciliation Report (PRRFICA)

The dynamic tables used by the application were updated.

 

Print Quarterly Federal Payroll Tax Report (PRRFDTAX)

The dynamic tables used by the application were updated.

 

Recompute Taxable Wages (PRPRCOMP)

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

 

Void/Replace Posted Paychecks (PRPAVCK)

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

 

Tax Table Updates

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

• Manage State Taxes (PRMSTI)

• Manage State Standard Deductions (PRMSSD)

• Manage State Tax Withholding Adjustments (PRMSTAC)

• Manage State Tax Tables (PRMSTT)

 

Filing Status Updates

Iowa updated their marital status options with the release of their 2024 IA W-4 employee withholding allowance certificate. To accommodate the new statuses, Costpoint MR 8.2.9 was updated as follows:

• Added new HEAD OF HOUSEHOLD filing status

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

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

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

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

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

 

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

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

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

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

 

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

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

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

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

 

Manage 1095-C Data (HBM1095C)

The Manage 1095-C Data screen provides the following updates:

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

• The Part III – Covered Individuals subtask includes a new checkbox.

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

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

 

Print 1095-Cs (HBR1095C)

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

 

Print Data Dictionary Report (SYRDD)

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

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

This enhancement requires the following:

• Patch dbc_820_11300

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

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

• Manage State Standard Deductions (PRMSSD)

• Manage State Tax Tables (PRMSTT)

• Manage State Tax Withholding Adjustments (PRMSTAC)

• Manage State Taxes (PRMSTI)

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

This enhancement requires the following:

• Patch dbc_820_11312

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

 

Hawaii

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

 

Idaho

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

 

Kentucky

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

 

New Mexico

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

 

North Carolina

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

 

North Dakota

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

 

Oklahoma

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

 

Rhode Island

The unemployment-taxable wage base increased:

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

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

 

Virgin Islands

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

 

This enhancement requires the following:

• Patch dbc_820_11285

• Patch dbc_820_11294

• Patch dbc_820_11297

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

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

• Manage State Taxes (PRMSTI)

• Manage State Tax Withholding Adjustments (PRMSTAC)

• Manage State Standard Deductions (PRMSSD)

• Manage State Tax Tables (PRMSTT)

This enhancement requires the following:

• Patch dbc_820_11294

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

• The state withholding rate decreased from 3.15% to 3.05%.

• The employer is not required to withhold state or county income tax on some employees if the employee will work in Indiana for 30 days or less during the taxable year.

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

• Manage State Taxes (PRMSTI)

• Manage State Tax Withholding Adjustments (PRMSTAC)

• Manage State Standard Deductions (PRMSSD)

• Manage State Tax Tables (PRMSTT)

Attention: For more information, see: https://www.in.gov/dor/files/dn01.pdf.

This enhancement requires the following:

• Patch dbc_820_11285

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

To calculate Iowa’s state withholding taxes correctly, the upcoming MR 8.2.9 will introduce changes to the Costpoint Compute Payroll process. Before you apply the payroll computation changes, you can install MR 8.2.8, which applies changes to multiple Costpoint screens that will enable Iowa employees to update their W-4 information.

 

State Withholding (ESMSTATEWH)

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

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

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

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

 

Manage Employee Taxes (PRMETAX)

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

Field

Description

Credit Amount

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

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

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

 

View Employee Taxes (PRQETAX)

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

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

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

 

Print Data Dictionary Report (SYRDD)

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

• EMPL_TAX

• EMPL_TAX_ADT

• EMPL_TAX_MULTI

• EMPL_TAX_MULTI_ADT

 

This enhancement requires the following:

• Patch dbc_820_11293

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

 

Cecil County

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

 

Anne Arundel County

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

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

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

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

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

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

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

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

 

Frederick County

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

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

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

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

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

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

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

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

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

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

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

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

 

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

• Manage State Taxes (PRMSTI)

• Manage State Tax Withholding Adjustments (PRMSTAC)

• Manage State Standard Deductions (PRMSSD)

• Manage State Tax Tables (PRMSTT)

This enhancement requires the following:

• Patch dbc_820_11296

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

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

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

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

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

• Manage State Taxes (PRMSTI)

• Manage State Tax Withholding Adjustments (PRMSTAC)

• Manage State Standard Deductions (PRMSSD)

• Manage State Tax Tables (PRMSTT)

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

This enhancement requires the following:

• Patch dbc_820_11294

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

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

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

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

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

• Manage State Taxes (PRMSTI)

• Manage State Tax Withholding Adjustments (PRMSTAC)

• Manage State Standard Deductions (PRMSSD)

• Manage State Tax Tables (PRMSTT)

Attention: For more information, see: 446 Michigan Income Tax Withholding Guide.

This enhancement requires the following:

• Patch dbc_820_11296

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

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

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

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

• Manage State Taxes (PRMSTI)

• Manage State Tax Withholding Adjustments (PRMSTAC)

• Manage State Standard Deductions (PRMSSD)

• Manage State Tax Tables (PRMSTT)

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

This enhancement requires the following:

• Patch dbc_820_11294

For 2024, the flat tax rate decreased from 5% to 4.7%.

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

• Manage State Taxes (PRMSTI)

• Manage State Tax Withholding Adjustments (PRMSTAC)

• Manage State Standard Deductions (PRMSSD)

• Manage State Tax Tables (PRMSTT)

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

This enhancement requires the following:

• Patch dbc_820_11294

The tax brackets used in the percentage method were adjusted.

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

• Manage State Taxes (PRMSTI)

• Manage State Tax Withholding Adjustments (PRMSTAC)

• Manage State Standard Deductions (PRMSSD)

• Manage State Tax Tables (PRMSTT)

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

This enhancement requires the following:

• Patch dbc_820_11294

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

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

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

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

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

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

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

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

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

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

• Manage State Taxes (PRMSTI)

• Manage State Tax Withholding Adjustments (PRMSTAC)

• Manage State Standard Deductions (PRMSSD)

• Manage State Tax Tables (PRMSTT)

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

This enhancement requires the following:

• Patch dbc_820_11296

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

• The value of a state allowance increased from $4,850 to $5,100, annually.

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

Attention: For more information, see: https://tax.vermont.gov/sites/tax/files/documents/GB-1210-2024.pdf.

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

• Manage State Taxes (PRMSTI)

• Manage State Tax Withholding Adjustments (PRMSTAC)

• Manage State Standard Deductions (PRMSSD)

• Manage State Tax Tables (PRMSTT)

This enhancement requires the following:

• Patch dbc_820_11285

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

 

Alaska

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

 

Colorado

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

 

Illinois

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

 

Minnesota

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

 

Montana

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

 

Oregon

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

 

Utah

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

This enhancement requires the following:

• Patch dbc_820_11271

• Patch dbc_820_11280

• Patch dbc_820_11274

For the tax year beginning on or after January 1, 2024, through June 30, 2025, overtime pay received by a full-time hourly wage-paid employee for hours worked above 40 in any given week are excluded from gross income and, therefore, exempt from Alabama state income tax. Tied with this exemption are employer reporting requirements to the Alabama Department of Revenue.

Employers are required to report the total aggregate amount of overtime paid and the total number of employees who received overtime pay in the State of Alabama in compliance with ACT 2023-421 Alabama Overtime Pay Exemption.

Employers must report the following:

• One-Time Report – Historical 2023 Overtime Data:

• This report is due by January 31, 2024.

• Employers are required to report the following:

  1. Aggregate amount of overtime paid during 2023 calendar year

  2. Total number of full-time hourly employees who received overtime pay in 2023

• Monthly/Quarterly Reporting Beginning for 2024 Tax Year:

• This is reported with Form A-6 (monthly) and Form A-1 (quarterly) withholding returns.

• Employers are required to report the following:

  1. Aggregate amount of overtime paid during the period (month/quarter)

  2. Total number of full-time hourly employees who received overtime pay

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

Costpoint provides a new application that allows employers to comply with the new reporting requirements of Alabama.

 

Print State Overtime Wages Report (PRRSOTW)

The new Print State Overtime Wages Report will print the aggregate amount paid and the total number of hourly employees who received overtime pay in the specifiedTaxable Entity, check date range, and Withholding State. You may opt to include a list of employees in the report. Currently, this report is applicable for the State of Alabama only. To access this screen, click to People » Payroll » Tax Reporting » Print State Overtime Wages Report.

If check dates are before January 1, 2024, or after June 30, 2025, which are outside the effectivity of Alabama’s temporary Overtime Pay Exemption, the overtime wages paid shall be determined using overtime pay types only. The pay type’s Overtime checkbox must be selected on the Manage Pay Types screen.

If check dates are within the effectivity of Alabama’s temporary Overtime Pay Exemption, the overtime wages paid shall be determined using overtime pay types and overtime pay type taxability. The following setup must be done on the Manage Pay Types screen and Manage Pay Type Taxability screen.

 

How to Set Up Alabama Overtime Pay Exemption

1. On the Manage Pay Types screen, add a pay type code to represent the Alabama Overtime Pay Exemption pay type.

2. Set up the following for the added pay type code:

• Select the Overtime checkbox.

• Clear the Salaried checkbox.

Here is an example of the Alabama Overtime Pay Exemption pay type setup on the Manage Pay Types screen:

3. On the Manage Pay Type Taxability screen, add a record for the Alabama Overtime Pay Exemption pay type code.

4. On the State subtask, add a row for Alabama and select Exempt from the Income Taxability drop-down list.

Here is an example of the Alabama Overtime Pay Exemption pay type setup on the Manage Pay Type Taxability screen:

5. On the Manage Timesheet screen, create a timesheet line for overtime wages by setting up the following:

• Assign the Alabama Overtime Exemption pay type code in the Timesheet Line’s Pay Type field.

• Enter the amount of overtime wages that are exempt from Alabama’s withholding tax in the Labor Cost field.

 

Export Payroll Taxes (PRPEXTAX)

This update adds the following fields to the Employee Tax (ET) Record - Employee State Tax Withholding (STEE):

• Field 88: CHECK Alabama Overtime Exempt Wages

• Field 89: QTD Alabama Overtime Exempt Wages

• Field 90: YTD Alabama Overtime Exempt Wages

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

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

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

Attention: For more information, see:

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

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

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

• Manage State Taxes (PRMSTI)

• Manage State Tax Withholding Adjustments (PRMSTAC)

• Manage State Standard Deductions (PRMSSD)

• Manage State Tax Tables (PRMSTT)

• State Withholding (ESMSTATEWH)

• Life Events/New Hires (ESMLIFEEVENT)

This enhancement requires the following:

• Patch dbc_820_11273

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

• The two lowest tax rates in the withholding calculation rules were reduced to 2% and 4.5%, instead of 3% and 5%, for all withholding codes.

• The Phase-Out Add-Back tax rate decreases from 3% to 2%.

• The Tax Recapture table has been updated.

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

• Manage State Taxes (PRMSTI)

• Manage State Tax Withholding Adjustments (PRMSTAC)

• Manage State Standard Deductions (PRMSSD)

• Manage State Tax Tables (PRMSTT)

This enhancement requires the following:

• Patch dbc_820_11273

Florida has added schema version 1.3 for 2023. Costpoint now supports Florida’s updated Reemployment Tax XML package, in which the pattern [ -)|+-ÿ]+ has been replaced with ([A-Za-z0-9'\-] ?)[ -)|+-ÿ]+ for the name fields, address fields, and title field.

The Create Quarterly SUTA Tax File screen was updated to comply with Florida’s XML requirements.

Attention: Please refer to the RT_changes.xlsx file in the Reemployment Tax XML Package for all the changes from version 1.2.

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

• The 2024 withholding methods use a flat tax rate of 5.49%.

• The graduated tax rates used for supplemental payments were mostly unchanged, except the highest rate decreased from 5.75% to 5.49%.

• The standard deduction amount increases from $7,100 to $24,000 for employees that are Married Filing Joint Return.

• The standard deduction amount increases from $5,400 to $12,000 for employees that are Single or Head of Household.

• The standard deduction amount increases to $3,550 to $12,000 for employees that are Married Filing Separate Return.

• The personal allowance that depended on filing status has been removed.

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

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

• Manage State Taxes (PRMSTI)

• Manage State Tax Withholding Adjustments (PRMSTAC)

• Manage State Standard Deductions (PRMSSD)

• Manage State Tax Tables (PRMSTT)

This enhancement requires the following:

• Patch dbc_820_11280

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

• The value of a state allowance increased from $4,700 to $5,000.

• The maximum standard deduction increased from $11,000 to $11,750 for single employees and from $24,850 to $26,350 for married employees.

• The standard deduction decreases according to a formula for single employees who earn more than $97,150 annually, up from $91,500, or for married employees who earn more than $194,300 annually, up from $183,050.

• The deduction reaches zero when a single employee earns at least $172,150 annually, up from $166,500, or when a married employee earns at least $344,300 annually, up from $333,050.

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

Attention: For more information, see: https://www.maine.gov/revenue/sites/maine.gov.revenue/files/inline-files/24_wh_tab_instr.pdf.

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

• Manage State Taxes (PRMSTI)

• Manage State Tax Withholding Adjustments (PRMSTAC)

• Manage State Standard Deductions (PRMSSD)

• Manage State Tax Tables (PRMSTT)

This enhancement requires the following:

• Patch dbc_820_11271

The RW record must now be included in the electronic file according to the 2023 Maryland Employer Reporting of W2s Instructions and Specifications.

Attention: For more information, see: 2023 Maryland Employer Reporting of W2s Instructions and Specifications.

The Create State W-2 File (PRPW2S) screen was updated to support the latest electronic file W-2 file format for Maryland.

• The NAICS Code field should be a 6-digit value for Maryland.

• The following values are set in the file for Maryland:

• RE record, Location 26 (Terminating Business Indicator) is now set to 0.

• RE record, Location 31-39 (Other EIN) is now set to blank.

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

• The withholding formula uses tax rates of zero to 4.8%, instead of the previous range of zero to 4.95%.

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

• The state’s supplemental tax rate decreased to 4.8%.

Attention: For more information, see: https://dor.mo.gov/forms/Withholding%20Formula_2024.pdf.

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

• Manage State Taxes (PRMSTI)

• Manage State Tax Withholding Adjustments (PRMSTAC)

• Manage State Standard Deductions (PRMSSD)

• Manage State Tax Tables (PRMSTT)

This enhancement requires the following:

• Patch dbc_820_11274

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

• Employees are now required to use the same filing status they use for federal purposes.

• New tax brackets are now used in the withholding formula.

• The supplemental tax rate decreased from 6% to 5%.

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

• Manage State Taxes (PRMSTI)

• Manage State Tax Withholding Adjustments (PRMSTAC)

• Manage State Standard Deductions (PRMSSD)

• Manage State Tax Tables (PRMSTT)

This enhancement requires the following:

• Patch dbc_820_11273

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

• The annual state allowance increased from $2,140 to $2,250.

• The percentage method tables have been updated.

Attention: For more information, see: https://revenue.nebraska.gov/sites/revenue.nebraska.gov/files/doc/business/Cir_En_2023/2024cir_en_whole.pdf.

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

• Manage State Taxes (PRMSTI)

• Manage State Tax Withholding Adjustments (PRMSTAC)

• Manage State Standard Deductions (PRMSSD)

• Manage State Tax Tables (PRMSTT)

This enhancement requires the following:

• Patch dbc_820_11271

Effective 01/01/2024, the tax brackets were updated in the New Mexico Wage Withholding Tables for Percentage Method of Withholding.

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

• Manage State Taxes (PRMSTI)

• Manage State Tax Withholding Adjustments (PRMSTAC)

• Manage State Standard Deductions (PRMSSD)

• Manage State Tax Tables (PRMSTT)

This enhancement requires the following:

• Patch dbc_820_11274

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

• The rate used for withholding decreases from 4.85%. to 4.6%.

• The supplemental tax rate decreases from 4.85%. to 4.6%.

Attention: For more information, see: https://www.ncdor.gov/tax-forms/2024-nc-30/open.

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

• Manage State Taxes (PRMSTI)

• Manage State Tax Withholding Adjustments (PRMSTAC)

• Manage State Standard Deductions (PRMSSD)

• Manage State Tax Tables (PRMSTT)

This enhancement requires the following:

• Patch dbc_820_11280

Costpoint now supports the new and updated file formats to be used in the new North Carolina State Unemployment Insurance Tax System (NCSUITS) beginning Q4. NCSUITS is a new, modernized system to administer North Carolina’s unemployment insurance tax program.

Attention: For more information, see:

• https://www.des.nc.gov/documents/files/suits-wage-report-and-payment-file-specification/open

• https://www.des.nc.gov/documents/files/employer-efw2-interface-file-definition/open

 

Create Quarterly SUTA Tax File (PRPSMM)

• The following are the changes to the file format for North Carolina:

• N and RS records were removed.

• The RE record was updated.

• RA, RW, RT, and RF records were added.

• The screen displays a warning if the file name is blank or its extension is not “.efw.”

• Validations were added for Configure Company Information screen fields.

 

Manage SUTA Tax File Data (PRMSMM)

• The following fields are now enabled for North Carolina:

• Contact Name

• Telephone Number

• Ext

• E-mail

• Unit/Division Location/Plant Code

• Pay Types Excluded in Hours Worked

• The following fields are now required for North Carolina:

• Contact Name

• E-mail

• The following fields are now disabled for North Carolina:

• Remitter Number/Employees Outside County

• Seasonal Wage Code

 

Manage SUTA Quarterly Reporting Data (PRMQRD)

This update adds adjustment reason codes for North Carolina in the S_SUTA_ADJ_RSN_CD table.

 

Manage Employee Taxes (PRMETAX)

The Owner/Officer and Occupational/SOC Code fields are now applicable to North Carolina.

Note: This update also applies to the View Employee Taxes screen and the Taxes subtask of the Manage Employee Information screen.

The top tax bracket was increased for married employees.

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

• Manage State Taxes (PRMSTI)

• Manage State Tax Withholding Adjustments (PRMSTAC)

• Manage State Standard Deductions (PRMSSD)

• Manage State Tax Tables (PRMSTT)

This enhancement requires the following:

• Patch dbc_820_11271