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:

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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 moved to a Quarterly Release methodology. Quarterly Releases (QRs) will include new features, defect fixes, and regulatory updates. Deltek will provide a separate release for the Calendar Year End (CYE) updates. The CYE release will be compatible with the current year's Q2 release and beyond (that is, Q3, Q4).

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 preceding Quarterly Release will move into Maintenance Support. Quarterly Releases will remain in Maintenance Support for six months. After this nine-month period (three months Active Support, six months Maintenance Support), the Quarterly Release will move into Sustaining Support.

Costpoint 8.2 on-premises customers should apply, at a minimum, two QRs each calendar year. This allows customers to skip a QR when planning their annual upgrade schedule. Adhering to this upgrade schedule ensures customers can request individual hot fixes for critical defects and apply the CYE update (if needed).

On-premises clients will need to be on the current calendar year's Q2 quarterly release or higher to consume CYE updates, which include W2, 1099, payroll, and other regulatory updates. Based on the nine-month support policy, the Q1 quarterly release will enter Sustaining Support in September.

Customers are encouraged to use Deltek-provided or alternative test automation tools to accelerate their upgrade schedule. Click here to learn more about Deltek's test automation tool.

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.

As part of the transition to the Quarterly Release methodology, Deltek is changing the Costpoint version numbering. The new version number will reflect the year and quarter when the quarterly update was released. Deltek will implement this change starting with the 2025 Q1 release. The Q1 2025 version number will be 2025.1. The Q2 2025 version number will be 2025.2 and so on. You can check out Support Lifecycle: Deltek Costpoint Product Family for a listing of each Costpoint release.

This information is also available in KB Article 114963.

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.

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

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

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

Note: Release notes for this feature are complete but still under review. The final version will be available on or before January 21, 2026.

 

This enhancement requires the following:

• cp82_apr1099_002.zip; cp82_bundle_CYE2025_001.zip

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

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

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

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

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

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

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

This enhancement requires patch dbc_820_11857.

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

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

 

Federal W-4 (ESMFEDWH)

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

• The Deductions Worksheet tab was removed from the screen.

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

• On the Step 3 tab, labels were updated to “(a) Multiply the number of qualifying children under age 17 by $2,000” and “(b) Multiply the number of other dependents by $500.”

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

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

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

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

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

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

Attention: For more information, refer to: https://www.ssa.gov/news/en/cola/factsheets/2026.html.

This enhancement requires patch dbc_820_11903.

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

 

Manage Pay Types (LDMPAYTP)

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

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

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

 

Recompute Taxable Wages (PRPRCOMP)

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

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

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

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

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

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

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

 

Manage Employee Earnings History (PRMERF)

A new Overtime Premium Amount subtask enables you to view or edit the FLSA overtime premium amounts that will be added to an employee’s W-2 as a part of the OBBBA (One Big Beautiful Bill Act). The overtime premium amounts can be automatically populated through the Recompute Taxable Wages application. Records may also be manually added, edited, or deleted through this subtask. The subtask displays the following fields:

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

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

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

 

Create W-2 Table (PRPCW2)

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

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

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

 

View Employee Earnings (PRQERF)

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

The Employee Earnings tab displays a new Overtime Premium Amount field which summarizes the total for each paycheck. This field will not be included in the total and is informational only.

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

 

 

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

 

Print Data Dictionary (SYRDD)

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

• OBBBA_EXCLUDE_FL and FLSA_OT_FL fields on the PAY_TYPE table

• OT_PREM_TOTAL on the EMPL_EARNINGS table

• New EMPL_EARN_OT_PREM table for overtime premium

• Corresponding fields on audit tables

The 2025 PDF template file for W-2, W-2c, W-3, and W-3c forms are now available in Costpoint, which will let you create PDF files with data for the calendar year 2025. You can then use the PDF files to print the forms on plain paper. The 2025 data for W-2, 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:

Blank and White Copy A Templates

• W-2: W-2 2025 template vendor form.pdf

• W-3: W-3 2025 template vendor form.pdf

• W-2c: Substitute B&W Form W2c Rev. 08-2024 for Vendors.pdf

• W-3c: Substitute B&W Form W3c Rev. 08-2024 for Vendors.pdf

Fillable

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

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

The following screens will now support the updated forms:

• Print W-2s (PRRW2)

• W-2s (ESMELECW2)

Costpoint’s Print W-2 screen has been fully tested to support the pre-printed forms W-2 and W-2c from Deltek’s partner form vendors for the 2026 filing. If you encounter alignment issues when you print on 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 2025 poverty guideline for the 48 contiguous states and the District of Columbia was set to $15,650 for a one-person family/household.

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

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

This enhancement requires the following:

• cp82_bundle_CYE2024_003.zip

• cp82_dbc_820_11657_001.zip

• DeltekCostpointMaintenanceRelease_8.2.12.5013.exe

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

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

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

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

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

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

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

 

Create 1099 Information (APP1099C)

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

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

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

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

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

• Taxable Entity

• Calendar Year

• Pay Vendor

• Cash Organization

• Company ID

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

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

 

Edit 1099 Correction Information (APM1099C)

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

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

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

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

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

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

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

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

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

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

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

 

Print 1099 Edit Report (APR1099E)

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

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

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

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

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

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

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

 

Print/Create 1099s and Magnetic Media (APR1099)

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

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

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

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

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

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

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

 

New Validations

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

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

You can still print 1099s on blank stock or plain paper, but you can print Copy C only if the Calendar Year is 2023.

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

State	Final 2024 FUTA Credit Reduction
California	0.9%
New York	0.9%
U.S. Virgin Islands	4.2%

This enhancement requires the following:

• cp82_bundle_CYE2024_001.zip

• Deltekcostpointmaintenancerelease_8.2.12.5013.exe

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

• 401(k) Deferral Limit: $23,500

• 401(k) Wage Limit: $350,000

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

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

This enhancement requires the following:

• cp82_bundle_CYE2024_001.zip

• Deltekcostpointmaintenancerelease_8.2.12.5013.exe

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

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

This enhancement requires the following:

• cp82_bundle_CYE2024_001.zip

• DeltekCostpointMaintenanceRelease_8.2.12.5013.exe

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

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

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

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

• The percentage method‘s tax brackets were adjusted.

• The annual additional amount if the nonresident alien employee was first paid wages before 2020 and has not submitted a Form W-4 for 2020 or later increases from $10,300 to $10,700.

• The annual additional amount if the nonresident alien employee has submitted a Form W-4 for 2020 or later or was first paid wages in 2020 or later increases from $14,600 to $15,000.

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

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

• Manage Federal Tax Tables

• Manage Federal Taxes

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

• Married: $30,000

• Head of Household: $22,500

• Single: $15,000

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

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

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

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

This enhancement requires the following:

• cp82_bundle_CYE2024_001.zip

• Deltekcostpointmaintenancerelease_8.2.12.5013.exe

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

To support this update, the following screens were updated:

• 1095-Cs

• Print 1094-Cs

• Print 1095-Cs

Attention: For more information, refer to:

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

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

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

This enhancement requires the following:

• cp82_esm1095c_002.zip

• cp82_hbr1094c_001.zip

• cp82_hbr1095c_002.zip

• DeltekCostpointMaintenanceRelease_8.2.12.5013.exe

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

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

• CAL_TY_NO = 2024

• SOFTWARE_ID = 24A0020251

• FIRST_NAME = <carry over the value from 2023>

• MID_NAME = <carry over the value from 2023>

• LAST_NAME = <carry over the value from 2023>

• NAME_SFX_CD = <carry over the value from 2023>

• PHONE_ID = <carry over the value from 2023>

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

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

• Manifest file from tax year 2024 schema package

• Form data file from tax year 2024 schema package

• PaymentYr value “2024”

• Software ID for 2024

This enhancement requires the following:

• cp82_bundle_CYE2024_001.zip

• DeltekCostpointMaintenanceRelease_8.2.12.5013.exe

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

• The W–2 safe harbor

• The federal poverty line safe harbor

• The rate of pay safe harbor

 

Affordability Safe Harbor Option Subtask

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

 

Affordability Safe Harbor Option by Employee Categories Table

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

 

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

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

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

 

This enhancement requires the following:

• cp82_bundle_CYE2024_001.zip

• Deltekcostpointmaintenancerelease_8.2.12.5013.exe

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

This enhancement requires the following:

• cp82_bundle_cye2024_001.zip

• Deltekcostpointmaintenancerelease_8.2.12.5013.exe

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

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

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

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

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

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

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

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

 

EFW2 File Changes

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

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

 

EFW2C File Changes

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

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

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

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

 

This enhancement requires the following:

• cp82_prpw2f_001.zip

• DeltekCostpointMaintenanceRelease_8.2.12.5013.exe

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

This enhancement requires the following:

• cp82_bundle_CYE2024_001.zip

• DeltekCostpointMaintenanceRelease_8.2.12.5013.exe

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

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

• Code AA for 401(k) plans

• Code BB for 403(b) plans

• Code EE for governmental 457(b) plans

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

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

 

Manage Deductions (PRMDED)

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

• ESA401 (401(k) linked ESA)

• ESA403 (403(b) linked ESA)

• ESA457 (457(b) linked ESA)

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

 

Create W-2 Table (PRPCW2)

The calculation for following Box 12 code amounts were updated:

• The code AA amount now includes ESA401 deduction types.

• The code BB amount now includes ESA403 deduction types.

• The code EE amount now includes ESA457 deduction types.

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

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

 

This enhancement requires the following:

• cp82_bundle_CYE2024_001.zip

• DeltekCostpointMaintenanceRelease_8.2.12.5013.exe

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

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

 

Manage Deductions (PRMDED)

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

• RTHSEP (Roth SEP Deferred Comp)

• RTHSIM (Roth SIMPLE Deferred Comp)

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

 

Create W-2 Table (PRPCW2)

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

 

Total Comp/Benefits Statement (ESQCOMPBEN)

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

 

Print Employees Eligible for Retirement Catch-Up (PRPCATCHUP)

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

 

Retirement Benefits (ESMRETBEN)

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

 

This enhancement requires the following:

• cp82_bundle_CYE2024_001.zip

• cp82_prpcatchup_001.zip

• DeltekCostpointMaintenanceRelease_8.2.12.5013.exe

Costpoint has been fully tested to support the pre-printed ACA Forms 1094-C and 1095-C from Deltek’s partner form vendors for the 2025 filing. If you encounter alignment issues when you print on pre-printed forms, you may need to adjust the margins on your printer settings or Costpoint’s page setup. Refer to your printer’s documentation for information on how to configure the margins of your printer.

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

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

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

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

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

This enhancement requires the following:

• cp82_bundle_CYE2024_001.zip

• Deltekcostpointmaintenancerelease_8.2.12.5013.exe

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

Attention: For more information, see updated forms:

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

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

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

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

The following screens will now support the updated forms:

• Print W-2s (PRRW2)

• W-2s (ESMELECW2)

This enhancement requires the following:

• cp82_bundle_CYE2024_001.zip

• DeltekCostpointMaintenanceRelease_8.2.12.5013.exe

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

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

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

• Federal Withholding (ESMFEDWH)

• Life Events/New Hires (ESMLIFEEVENTS)

This enhancement requires the following:

• cp82_bundle_CYE2024_001.zip

• DeltekCostpointMaintenanceRelease_8.2.12.5013.exe

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

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

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

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

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

Multiple Costpoint screens have been updated to support this feature.

 

Manage State Tax Information (APMSTATE)

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

The screen has the following fields:

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

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

 

1099 State Field

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

 

Accounting

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

 

Projects

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

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

 

1099 State Field Lookup

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

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

 

Input File 1099 State Column

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

• Import Vendors (AOPUTLVU) 

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

• Import Accounts Payable Vouchers (AOPUTLAP) 

• Import Accounts Payable Multicurrency Vouchers (AOPUTLAM)  

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

 

Create 1099 Information (APP1099C) 

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

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

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

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

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

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

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

 

Print 1099 Edit Report  (APR1099E)

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

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

 

Edit 1099 Information (APM1099) 

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

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

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

The subtask has the following fields:

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

 

Print/Create 1099s and Magnetic Media (APR1099)

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

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

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

If you selected Print 1099s: 

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

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

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

If you selected Create Magnetic Media:

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

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

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

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

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

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

This enhancement requires the following:

• Patch dbc_820_11331

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

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

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

Attention: For more information, refer to:

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

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

This enhancement requires the following:

• cp82_prrfdtax_001.zip

• deltekcostpointmaintenancerelease_8.2.8.5009.exe

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

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

 

Manage W-2s (PRMW2)

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

 

Manage W-2Cs (PRMW2C)

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

 

Print W-2s (PRRW2)

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

 

Print W-2 Summary Report (PRRW2R)

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

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

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

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

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

 

Manage Taxable Entity Settings (AOMESSCS)

The screen adds the following checkbox:

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

 

W-2s (ESMELECW2)

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

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

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

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

 

Print Data Dictionary Report (SYRDD)

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

 

This enhancement requires the following:

• cp82_aomesscs_001.zip 

• cp82_esmelecw2_001.zip

• cp82_dbc_820_11338_001.zip

• DeltekCostpointMaintenanceRelease_8.2.8.5009.exe

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

 

1095-Cs (ESM1095C)

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

• Select the 1095-C year to display.

• View 1095-C information.

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

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

 

Manage Taxable Entity Settings (AOMESSCS)

The screen adds the following checkboxes:

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

 

Print Data Dictionary Report (SYRDD)

The report provides information for the following new columns on the ESS_SETTINGS table that were added for this enhancement:

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

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

 

This enhancement requires the following:

• cp82_aomesscs_001.zip

• cp82_esm1095c_001.zip

• cp82_dbc_820_11325_001.zip

• DeltekCostpointMaintenanceRelease_8.2.8.5009.exe

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

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

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

This enhancement requires the following:

• Patch dbc_820_11331

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

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

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

Attention: For more information, refer to:

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

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

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

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

This enhancement requires the following:

• Patch dbc_820_11297

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

• Instructions for Steps 2-4 on Step 1 tab

• Federal W-4 Step 2 (a)

• Federal W-4 Step 2 (b)

• Exempt from federal taxes checkbox years on Step 4 tab

• Deductions Worksheet tab

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

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

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

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

Attention: For more information, see:

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

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

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

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

This enhancement requires the following:

• Patch dbc_820_11271

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

• The percentage method’s tax brackets were adjusted.

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

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

To support the federal requirements, the following screens were updated:

• Manage Federal Tax Tables

• Manage Federal Taxes

Attention: For more information, see:

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

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

This enhancement requires the following:

• Patch dbc_820_11283

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

• Married: $29,200

• Head of Household: $21,900

• Single: $14,600

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

This enhancement requires the following:

• Patch dbc_820_11283

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

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

• 401(k) Deferral Limit: $23,000.00

• 401(K) Wage Limit: $345,000.00

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

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

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

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

 

Print 1094-Cs

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

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

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

 

Print 1095-Cs

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

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

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

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

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

• CAL_TY_NO = 2023

• SOFTWARE_ID = 23A0017797

• FIRST_NAME = <carry over the value from 2022>

• MID_NAME = <carry over the value from 2022>

• LAST_NAME = <carry over the value from 2022>

• NAME_SFX_CD = <carry over the value from 2022>

• PHONE_ID = <carry over the value from 2022>

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

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

• Manifest file from tax year 2023 schema package

• Form data file from tax year 2023 schema package

• PaymentYr value “2023”

• Software ID for 2023

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

Attention: For more information, refer to:

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

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

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

Plain Paper Printing and Alignment Enhancements for 1099 Forms

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

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

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

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

 

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

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

Taxable Entity Field

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

1099 Types to Include Group Box

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

Print Options Group Box

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

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

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

1099 Type

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

• 1099-MISC

• 1099-NEC

1099 Paper

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

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

• Test

• Self-Mailer Test

• Pre-Printed

• Self-Mailer

• Blank Stock / Plain Paper

Blank Stock/Plain Paper Group Box

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

This group box contains the following elements:

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

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

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

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

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

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

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

 

Global Toolbar Updates 

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

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

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

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

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

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

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

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

 

Manage Vendors (APMVEND)

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

 

Manage Accounts Payable Vouchers (APMVCHR)

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

 

Manage Purchase Order Vouchers (POMPOVCH)

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

 

Manage Vendor History (APMVENDH)

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

 

Create 1099 Information (APP1099C)

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

 

Edit 1099 Information (APM1099)

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

 

Print 1099 Edit Report (APR1099E)

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

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

• Total Federal WH Amount: This is the sum of the amounts under the FED and FEDMIS 1099 types. This field always displays on the report even if the amounts are below the 1099 box threshold and the Include Vendors where payments are below the reportable amount checkbox is cleared. However, this field does not display if the FED or FEDMIS amount is zero. If you selected Taxable Entity as the sorting method, a single Total Federal WH Amount displays for the Taxable Entity. If you selected Pay Vendor, the Total Federal WH Amount for each Pay Vendor displays on the report.

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

 

Print/Create 1099s and Magnetic Media (APR1099)

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

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

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

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

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

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

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

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

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

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

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

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

 

Manage Vendors (APMVEND)

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

 

Manage Accounts Payable Vouchers (APMVCHR)

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

 

Manage Purchase Order Vouchers (POMPOVCH)

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

 

Manage Vendor History (APMVENDH)

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

 

Create 1099 Information (APP1099C)

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

 

Edit 1099 Information (APM1099)

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

 

Print 1099 Edit Report (APR1099E)

This screen has been updated to display the Total Amount Paid, Total Federal Withholding Tax Amount, and Total Tax Amount on the 1099 Edit Report for the Taxable Entity you entered. 

 

Print/Create 1099s and Magnetic Media (APR1099)

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

In the 1099 Types to Include group box:

• If you select Non-Employee Compensation, Costpoint uses the FED (Federal Income Tax Withholding) code to populate field positions 91-102 for the B (Payee) Record in the 1099-NEC magnetic media file (File Code NE in Issuer 'A' Record).

• If you select All Other Types, Costpoint uses the FEDMIS (Federal Income Tax Withholding) code to populate field positions 91-102 for the B (Payee) Record in the 1099-MISC magnetic media file (File Code A in Issuer 'A' Record).

In the Print Format group box:

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

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

For 2025, employers in California and U.S. Virgin Islands will be assessed a general FUTA credit reduction on wages paid to employees for work attributed to this state or territory. This Costpoint release adds records on the Manage Federal Taxes screen for the corresponding states:

State	Final 2025 FUTA Credit Reduction
California	1.2%
U.S. Virgin Islands	4.5%

Attention: For more information, see:

• https://oui.doleta.gov/unemploy/futa_credit.asp

• https://oui.doleta.gov/unemploy/docs/final_credit_states_2025.xlsx

This enhancement requires patch dbc_820_11931.

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

 

Colorado

The unemployment-taxable wage base increased from $27,200 to $30,600.

 

Connecticut

The unemployment-taxable wage base increased from 26,100 to $27,000.

 

Delaware

The unemployment-taxable wage base increased from $12,500 to $14,500.

 

Illinois

The unemployment-taxable wage base increased from $13,916 to $14,250.

 

Iowa

The unemployment-taxable wage base decreased from $39,500 to $20,400.

 

Kansas

The unemployment-taxable wage base increased from $14,000 to $15,100.

 

Missouri

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

 

Nevada

The unemployment-taxable wage base increased from $41,800 to $43,700.

 

New Jersey

The unemployment-taxable wage base increased from $43,300 to $44,800.

 

New York

The unemployment-taxable wage base increased from $12,800 to $13,000.

 

Vermont

The unemployment-taxable wage base increased from $14,800 to $15,400.

 

Washington

The unemployment-taxable wage base increased from $72,800 to $78,200.

 

Wyoming

The unemployment-taxable wage base increased from $32,400 to $33,800.

 

This enhancement requires the following patches:

• dbc_820_11856

• dbc_820_11903

• dbc_820_11908

• dbc_820_11934

 

Colorado released the 2026 Withholding Worksheet for Employees. The 2026 Colorado tax table update increases deduction amounts and adds guidance for payroll calculation.

• The standard deduction amount for Married filing jointly or Qualifying surviving spouse increased from $10,000 to $11,000.

• The standard deduction amount for all other filing statuses increased from $5,000 to $5,500.

• The following guidance was added: “Do not adjust Colorado withholding outside of this calculation. An employee must use form DR 0004 if they want to account for federal deductions because they may have limits and required addbacks.”

• Overtime pay is now part of taxable wages.

Attention: For more information, see: https://tax.colorado.gov/sites/tax/files/documents/DR_1098_Colorado_Withholding_Worksheet_for_Employees.pdf.

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

• Manage State Standard Deductions (PRMSSD)

• Manage State Tax Tables (PRMSTT)

• Manage State Tax Withholding Adjustments (PRMSTAC)

• Manage State Taxes (PRMSTI)

This enhancement requires patch dbc_820_11924.

Iowa released the withholding tables and withholding formula for wages paid beginning January 1, 2026. The deduction amounts have increased across all filing statuses.

Attention: For more information, see: Iowa Withholding Tax Information | Department of Revenue.

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

• Manage State Standard Deductions (PRMSSD)

• Manage State Tax Tables (PRMSTT)

• Manage State Tax Withholding Adjustments (PRMSTAC)

• Manage State Taxes (PRMSTI)

This enhancement requires patch dbc_820_11934.

Kentucky published the 2026 Withholding Tax Formula with the following updates:

• The standard deduction increased from $3,270 to $3,360.

• The flat income tax rate decreased from 4% to 3.5%.

Attention: For more information, see: https://revenue.ky.gov/Forms/2026%20Withholding%20Formula.pdf.

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

• Manage State Standard Deductions (PRMSSD)

• Manage State Tax Tables (PRMSTT)

• Manage State Tax Withholding Adjustments (PRMSTAC)

• Manage State Taxes (PRMSTI)

This enhancement requires patch dbc_820_11908.

Maine Revenue Services (MRS) released the electronic W2 specifications for tax year 2025, which introduces a new Maine-specific RT record. The specification clarifies formatting requirements for record totals and monetary fields. The filing due date for submitting Forms W-2 for tax year 2025 is February 2, 2026.

This enhancement updates Costpoint’s state W2 file to comply with these changes to ensure accurate reporting for Maine employees.

 

Create State W-2 File (PRPW2S)

Costpoint now includes a Maine specific RT record, aligning your electronic file with the 2025 specification.

The Maine-specific RT record now includes the following fields. Each of these fields is right-justified and zero-filled according to the draft specification.

• Number of Employees

• State Taxable Wages

• State Income Tax Withheld

Maine Revenue Services provides the latest of Withholding Tables for Individual Income Tax. Costpoint updates all Maine state tax tables to reflect the latest state-mandated values effective January 1, 2026. This include the following changes:

• The value of a state allowance increased from $5,150 to $5,300.

• The maximum standard deduction increased from $12,150 to $12,450 for single employees and from $27,150 to $27,750 for married employees.

• The standard deduction decreases according to a formula for single employees who earn more than $102,250 annually, up from $100,000, or for married employees who earn more than $204,550 annually, up from $200,050.

• The deduction reaches zero when a single employee earns at least $177,250 annually, up from $175,000, or when a married employee earns at least $354,550 annually, up from $350,050.

• The tax brackets used in the percentage method were also 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)

Attention: For more information, refer to: https://www.maine.gov/revenue/sites/maine.gov.revenue/files/inline-files/26_wh_tab_instr.pdf.

This enhancement requires patch dbc_820_11908.

Costpoint now supports the EFW2 file format for Michigan State Unemployment Tax Act (SUTA) quarterly wage reporting, aligning with the Michigan Unemployment Insurance Agency’s (UIA) transition to the MiUI system. This enhancement enables you to generate and submit quarterly wage reports in the EFW2 format, which is required for all filings beginning December 15, 2025.

The EFW2 file format is available by default when you set the State to MI (Michigan), and no additional setup is required beyond standard SUTA configuration. During the transition period (Q4 2025–Q1 2026), both the legacy 72-byte Wage Report File Format and the new EFW2 format are available. The legacy format will be removed in a future release once it is no longer accepted by the state.

 

Create Quarterly SUTA Tax File (PRPSMM)

The Create Quarterly SUTA Tax File screen now allows you to generate Michigan SUTA quarterly wage reports in the EFW2 file format, ensuring compliance with new MiUI requirements and supporting a smooth transition from the legacy 72-byte format.

• The EFW2 file layout option has been added to the File Layout drop-down list when the State is set to Michigan.

• The legacy Wage Report File Format (72 byte) remains available during the transition period, so both formats can be used for Q4 2025 and Q1 2026.

• The following new checkboxes have been added to the screen:

Field	Description
Is this a final return	Select this checkbox to mark this filing as the final SUTA quarterly report for terminating business. This is applicable to Michigan only.
Active Apportionment Program	Select this checkbox if the business is participating in Michigan’s Apportionment Program for the first quarter. This applies to Q1 filings for Michigan only.

• A new Other Filing Info group box now holds the following fields:

• Computer Manufacturer

• Weeks Worked

• Include SOC Code / Job Title

• Is this a final return?

• Active Apportionment Program

• New adjustment reason codes for Michigan are now supported in the Adjustment Reason Code field.

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

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

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

 

Manage Local Taxes (PRMLTI)

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

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

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

The following group boxes were added to organize existing fields:

• Local Setup

• W-2 Reporting

• Tax Type Details

• Payroll Tax Interface

 

Compute Payroll (PRPCPR)

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

The Compute Payroll process now:

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

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

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

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

 

Manage Payroll Records (PRMPTF)

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

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

• Payroll Edit Tab

• Federal - Employer Pickup

• Social Security - Employer Pickup

• Medicare - Employer Pickup

• Employer Accrual

• Social Security - Employer Pickup

• Medicare - Employer Pickup

• FUTA - Employer Pickup

• SUTA - Employer Pickup

• State Taxes subtask

• State Taxes - Employer Pickup

• Local Taxes subtask

• Taxable Employer Pickup

 

Manage Employee Earnings History (PRMERF)

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

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

• Employee Earnings Tab

• Federal - Employer Pickup

• Social Security - Employer Pickup

• Medicare - Employer Pickup

• Employer Accrual Tab

• Social Security - Employer Pickup

• Medicare - Employer Pickup

• FUTA - Employer Pickup

• SUTA - Employer Pickup

• State Taxes Subtask

• State Taxes - Employer Pickup

• Local Taxes Subtask

• Taxable Employer Pickup

 

View Payroll Edit Table (PRQPTF)

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

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

• Payroll Edit Tab

• Federal - Employer Pickup

• Social Security - Employer Pickup

• Medicare - Employer Pickup

• Employer Accrual Tab

• Social Security - Employer Pickup

• Medicare - Employer Pickup

• FUTA - Employer Pickup

• SUTA - Employer Pickup

• State Taxes Subtask

• State Taxes - Employer Pickup

• Local Taxes Subtask

• Taxable Employer Pickup

 

View Employee Earnings (PRQERF)

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

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

• Employee Earnings Tab

• Federal - Employer Pickup

• Social Security - Employer Pickup

• Medicare - Employer Pickup

• Employer Accrual Tab

• Social Security - Employer Pickup

• Medicare - Employer Pickup

• FUTA - Employer Pickup

• SUTA - Employer Pickup

• State Taxes Subtask

• State Taxes - Employer Pickup

• Local Taxes Subtask

• Taxable Employer Pickup

 

Post Payroll Journal (PRPPPCLS)

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

 

Recompute Taxable Wages (PRPRCOMP)

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

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

• Federal Income Tax

• FUTA

• Social Security

• Medicare

• SUTA

• State Income Tax

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

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

 

Void/Replace Posted Paychecks (PRPAVCK)

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

 

Print Soc Sec and Medicare Reconciliation Report (PRRFICA)

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

 

Print Quarterly Federal Payroll Tax Report (PRRFDTAX)

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

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

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

 

Print Payroll Edit Report (PRRPTF)

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

 

Print Employee Earnings Report (PRRERF)

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

 

Print Data Dictionary Report (SYRDD)

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

• LOCALITY

• LOCAL_TAX_HS

• EMPL_PR_LOCAL

• EMPL_PR_LOCAL_ADT

• EMPL_PAYROLL

• EMPL_PAYROLL_ADT

• EMPL_PR_STATE

• EMPL_PR_STATE_ADT

• EMPL_EARN_LOCAL

• EMPL_E_LOCAL_ADT

• EMPL_EARNINGS

• EMPL_E_ADT

• EMPL_EARN_STATE

• EMPL_E_STATE_ADT

 

This enhancement requires patch dbc_820_11847.

Costpoint introduces a new deduction type, Trump Account, to support tracking and reporting of employer contributions to Trump accounts for 2026 payroll reporting. The Trump account is a new tax-advantaged individual retirement account (IRA) for individuals under 18, with annual contribution limits and specific IRS reporting requirements (Box 12, Code TA on the 2026 Form W-2). This update ensures compliance with anticipated IRS regulations and enables accurate payroll processing and reporting for employer contributions to Trump accounts.

 

Manage Deductions (PRMDED)

A new deduction type, TA (Trump Account), is now available from the Deduction Type field to track employer contributions for 2026 payroll reporting. This change enables payroll administrators to designate deduction codes for Trump account contributions, ensuring compliance with IRS requirements for the 2026 tax year.

New York released the withholding tax tables and methods effective January 1, 2026. The annual tax rate tables used in the exact calculation method (Method II) were adjusted.

Attention: For more information, see: https://www.tax.ny.gov/pdf/publications/withholding/nys50_t_nys.pdf.

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

• Manage Local Taxes (PRMLTI)

• Manage State Standard Deductions (PRMSSD)

• Manage State Tax Tables (PRMSTT)

• Manage State Tax Withholding Adjustments (PRMSTAC)

• Manage State Taxes (PRMSTI)

This enhancement requires patch dbc_820_11931.

Ohio published the Employer Withholding Taxes: Optional Computer Formula, effective October 1, 2025. Updates include:

• The number of withholding brackets has been reduced from six to three.

• The new tax rates are 1.775%, 2.99%, and 3.64%, replacing the previous range of 0.501% to 3.8%.

Attention: For more information, see https://dam.assets.ohio.gov/image/upload/tax.ohio.gov/employer_withholding/2025%20Withholding%20Tables/WHT_OptionalComputerFormula_2025.pdf.

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

• Manage State Standard Deductions (PRMSSD)

• Manage State Tax Tables (PRMSTT)

• Manage State Taxes (PRMSTI)

• Manage State Tax Withholding Adjustments (PRMSTAC)

This enhancement requires the following:

• cp82_bundle_CYE2024_003.zip

• cp82_dbc_820_11860_001.zip

• DeltekCostpointMaintenanceRelease_8.2.12.5013.exe

South Carolina released the formula for computing the 2026 withholding tax. The updates are:

• The value of state allowance increased from $4,860 to $5,000.

• The maximum standard deduction increased from $7,300 to $7,500.

• The tax brackets used in the percentage method were also adjusted, with 6.0% as the highest rate, from 6.2%.

Attention: For more information, see: https://dor.sc.gov/sites/dor/files/forms/WH1603F_2026.pdf.

This enhancement requires patch dbc_820_11924.

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

 

Colorado

The unemployment-taxable wage base increased from $27,200 to $30,600.

 

Delaware

The unemployment-taxable wage base increased from $12,500 to $14,500.

 

Illinois

The unemployment-taxable wage base increased from $13,916 to $14,250.

 

Iowa

The unemployment-taxable wage base decreased from $39,500 to $20,400.

 

Nevada

The unemployment-taxable wage base increased from $41,800 to $43,700.

 

New Jersey

The unemployment-taxable wage base increased from $43,300 to $44,800.

 

New York

The unemployment-taxable wage base increased from $12,800 to $13,000.

 

Washington

The unemployment-taxable wage base increased from $72,800 to $78,200.

 

Wyoming

The unemployment-taxable wage base increased from $32,400 to $33,800.

 

This enhancement requires the following:

• cp82_bundle_CYE2024_003.zip

• cp82_dbc_820_11856_001.zip

• DeltekCostpointMaintenanceRelease_8.2.12.5013.exe

To comply with the latest guidance from the California Civil Rights Department (CRD) and the Office of Management and Budget (OMB), Costpoint has been updated to support the revised race and ethnicity classifications for the 2024 California Pay Data Reporting cycle.

A new category, Middle Eastern or North African (MENA), has been added to reflect updated federal standards. This category is now recognized separately from the White category

The term “Multiracial and/or Multiethnic” replaces “Two or More Races.” The term “Native Hawaiian or Pacific Islander” no longer includes “Other.”

When an employee’s race is recorded as MENA, the California Pay Data – Payroll Employee Report and Labor Contractor Employee Report will now display one of the following codes in the Race/Ethnicity/Sex column:

• B70 – Non-Hispanic/Non-Latino – Male – Middle Eastern or North African

• C70 – Non-Hispanic/Non-Latino – Female – Middle Eastern or North African

• D70 – Non-Hispanic/Non-Latino – Non-Binary – Middle Eastern or North African

Note: You must use the MENA code on the Manage Race and Ethnicity Codes (LDMRACE) screen to enable this functionality.

For EEO-1 reporting purposes, MENA will continue to be mapped to the White category until further guidance is issued by the EEOC.

 

Print EEO-1 Report (HAREEO1)

The Payroll Employee Report has been enhanced to support the new MENA classification and updated terminology for California Pay Data Reporting.

• The report now includes the new MENA codes (B70, C70, D70) for employees identified as Middle Eastern or North African.

• “Two or More Races” has been replaced with “Multiracial and/or Multiethnic.”

• “Native Hawaiian or Other Pacific Islander” has been updated to remove “Other.”

• A new record for MENA has been added to the RACE_ETHNIC database table.

• A mapping entry has been added to the MAP_EEO_RACE database table to associate MENA with the White category for EEO-1 reporting.

Attention: For more information on California Pay Data Reporting, see:

• Frequently Asked Questions

• Instructions for Completing Payroll Employee Reports using 2024 Excel Templates

• Instructions for Completing Labor Contractor Employee Reports using 2024 Excel Templates

 

This enhancement requires the following:

• cp82_bundle_cye2024_003.zip

• cp82_dbc_820_11727_001.zip

• cp82_hareeo1_004.zip

• deltekcostpointmaintenancerelease_8.2.12.5013.exe

The Georgia Department of Revenue published the latest Employer’s Tax Guide with the following updates effective July 1, 2025:

• The flat tax rate decreased from 5.39% to 5.19%.

• The supplemental tax rate decreased from 5.39% to 5.19%.

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

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 Taxes (PRMSTI)

• Manage State Tax Withholding Adjustments (PRMSTAC)

This enhancement requires the following:

• cp82_bundle_CYE2024_003.zip

• cp82_dbc_820_11763_001.zip

• DeltekCostpointMaintenanceRelease_8.2.12.5013.exe

The Maryland Employer Withholding Guide was updated following the Budget Reconciliation and Financing Act of 2025. The updates are:

• The standard deduction is now $3,350, replacing the previous 15% of gross income calculation with a minimum of $1,850 and a maximum of $2,800.

• Two new top withholding tax brackets have been added to the tax tables.

• A new rate bracket of 3.30% has been added.

• The withholding rate for Maryland resident employees who work in Delaware has increased from 3.20% to 3.30%.

• Dorchester County’s local tax rate for 2025 has been revised from 3.20% to 3.30%.

• Supplemental income tax rates have increased. For lump sum distribution of annual bonus, the withholding amount should be calculated at the highest State tax rate (6.50%) and the highest local tax rate for the county of residence.

Attention: For more information, see:

• https://www.marylandcomptroller.gov/content/dam/mdcomp/tax/instructions/withholding/2025/Withholding-Guide.pdf

• https://www.marylandcomptroller.gov/content/dam/mdcomp/tax/legal-publications/facts/Withholding-Tax-Facts-2025.pdf

In addition, this release adds a missing $225,000 row for the FREDERICK-MARRIED filing status in Maryland's tax table.

To support the state requirements, this release updates the 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_11799_001.zip

• cp82_dbc_820_11805_001.zip

• cp82_bundle_CYE2024_003.zip

• DeltekCostpointMaintenanceRelease_8.2.12.5013.exe

Ohio published the Employer Withholding Taxes: Optional Computer Formula, effective October 1, 2025. Updates include:

• The number of withholding brackets has been reduced from six to three.

• The new tax rates are 1.775%, 2.99%, and 3.64%, replacing the previous range of 0.501% to 3.8%.

Attention: For more information, see https://dam.assets.ohio.gov/image/upload/tax.ohio.gov/employer_withholding/2025%20Withholding%20Tables/WHT_OptionalComputerFormula_2025.pdf.

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

• Manage State Standard Deductions (PRMSSD)

• Manage State Tax Tables (PRMSTT)

• Manage State Taxes (PRMSTI)

• Manage State Tax Withholding Adjustments (PRMSTAC)

This enhancement requires the following:

• cp82_bundle_CYE2024_003.zip

• cp82_dbc_820_11860_001.zip

• DeltekCostpointMaintenanceRelease_8.2.12.5013.exe

The Virginia Department of Taxation published the latest Income Tax Withholding Guide for Employers. Effective July 1, 2025, the standard deduction in the formula increased from $8,500 to $8,750.

Attention: For more information, see: https://www.tax.virginia.gov/sites/default/files/vatax-pdf/employer-withholding-instructions.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 Taxes (PRMSTI)

• Manage State Tax Withholding Adjustments (PRMSTAC)

This enhancement requires the following:

• cp82_bundle_CYE2024_003.zip

• cp82_dbc_820_11763_001.zip

• DeltekCostpointMaintenanceRelease_8.2.12.5013.exe

To comply with the latest guidance from the California Civil Rights Department (CRD) and the Office of Management and Budget (OMB), Costpoint has been updated to support the revised race and ethnicity classifications for the 2024 California Pay Data Reporting cycle.

A new category, Middle Eastern or North African (MENA), has been added to reflect updated federal standards. This category is now recognized separately from the White category

The term “Multiracial and/or Multiethnic” replaces “Two or More Races.” The term “Native Hawaiian or Pacific Islander” no longer includes “Other.”

When an employee’s race is recorded as MENA, the California Pay Data – Payroll Employee Report and Labor Contractor Employee Report will now display one of the following codes in the Race/Ethnicity/Sex column:

• B70 – Non-Hispanic/Non-Latino – Male – Middle Eastern or North African

• C70 – Non-Hispanic/Non-Latino – Female – Middle Eastern or North African

• D70 – Non-Hispanic/Non-Latino – Non-Binary – Middle Eastern or North African

Note: You must use the MENA code on the Manage Race and Ethnicity Codes (LDMRACE) screen to enable this functionality.

For EEO-1 reporting purposes, MENA will continue to be mapped to the White category until further guidance is issued by the EEOC.

 

Print EEO-1 Report (HAREEO1)

The Payroll Employee Report has been enhanced to support the new MENA classification and updated terminology for California Pay Data Reporting.

• The report now includes the new MENA codes (B70, C70, D70) for employees identified as Middle Eastern or North African.

• “Two or More Races” has been replaced with “Multiracial and/or Multiethnic.”

• “Native Hawaiian or Other Pacific Islander” has been updated to remove “Other.”

• A new record for MENA has been added to the RACE_ETHNIC database table.

• A mapping entry has been added to the MAP_EEO_RACE database table to associate MENA with the White category for EEO-1 reporting.

 

Attention: For more information on California Pay Data Reporting, see:

• Frequently Asked Questions

• Instructions for Completing Payroll Employee Reports using 2024 Excel Templates

• Instructions for Completing Labor Contractor Employee Reports using 2024 Excel Templates

The Export Payroll Taxes screen now supports reporting out-of-state Social Security (FICA) taxes to comply with Delaware's requirements.

Delaware has introduced paid family leave and a new method for calculating local taxes to determine the Delaware percentage of Social Security (FICA) taxes. This includes out-of-state Social Security (FICA) taxes in the calculation.

Payroll administrators can now report the out-of-state portion of Social Security (FICA) taxes through the Export Payroll Taxes screen to comply with Delaware Paid Family Leave reporting requirements.

 

Export Payroll Taxes (PRPEXTAX)

When the local tax calculation is based on State % of SS Taxable Wages (the state percentage of Social Security taxable wages), the application will report the out-of-state taxable wages in the following fields of the LCEE and LCER local tax types:

• Field 92: Check combined Social Security (FICA) out-of-state wages

• Field 93: Quarter-to-date (QTD) combined Social Security (FICA) out-of-state wages

• Field 94: Year-to-date (YTD) combined Social Security (FICA) out-of-state wages

Other tax types will have the same fields but will contain no (NULL) values.

 

This enhancement requires the following:

• cp82_prpextax_006.zip

• cp82_bundle_CYE2024_003.zip

• DeltekCostpointMaintenanceRelease_8.2.12.5013.exe

The Georgia Department of Revenue published the latest Employer’s Tax Guide with the following updates effective July 1, 2025:

• The flat tax rate decreased from 5.39% to 5.19%.

• The supplemental tax rate decreased from 5.39% to 5.19%.

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

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 Taxes (PRMSTI)

• Manage State Tax Withholding Adjustments (PRMSTAC)

The Idaho State Tax Commission has published updated withholding computations effective January 1, 2025, retroactively. The changes include:

• The flat tax rate decreased from 5.695% to 5.3%.

• The zero-percent tax bracket’s upper threshold increased from $14,600 to $15,000 for single/head of household employees and from $29,200 to $30,000 for married employees.

• The tax rate for supplemental payments decreased from 5.695% to 5.3%.

• The value of the state allowance also increased from $3,600 to $3,868 annually.

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

• Manage State Standard Deductions (PRMSDD)

• Manage State Tax Tables (PRMSTT)

• Manage State Tax Withholding Adjustments (PRMSTAC)

• Manage State Taxes (PRMSTI)

This enhancement requires the following:

• cp82_dbc_820_11705_001.zip

• DeltekCostpointMaintenanceRelease_8.2.8.5009.exe

Employers registered for unemployment insurance coverage in Idaho must report and pay unemployment insurance taxes quarterly. Reports and payments are due on the last day of the month following the end of each calendar quarter (for example, the quarter including January, February, and March is due April 30). There is no grace period, and if the last day falls on a weekend or holiday, the next workday is the due date. Late filings may incur penalties.

All employers are required to file online at labor.idaho.gov/e-services. Employers can create an account or log in to their existing account in the Employer Portal. Online reporting is available 24/7, allowing employers to view account activity, upload employee wages, calculate taxes, and communicate directly with the department via instant messaging. For assistance, refer to the Quick Guide to Online Unemployment Reporting or contact a local tax representative.

To continue filing paper forms (TX20, TX26), employers must submit a written request explaining their inability to comply with online reporting. Upon approval, report forms can be obtained by contacting the nearest Idaho Department of Labor tax representative or by writing to the Idaho Department of Labor, Compliance Bureau, 317 W. Main St., Boise, Idaho 83735-0760. Employers are still responsible for filing reports even if forms do not arrive by mail. Quarterly reports must be filed even if no wages were paid in the quarter.

The following formats are approved for importing wages:

• Byte 100

• Byte 128 (1S2S)

• Byte 275

• Tab or Comma-Separated

For online filing, Costpoint supports the Comma-Separated file format accepted by Idaho.

Attention: For more information, see:

• https://www.labor.idaho.gov/wp-content/uploads/publications/UI_Tax_information.pdf

• https://www2.labor.idaho.gov/eServices/EmployerPortal/Content/WageFileFormats.pdf

 

Manage SUTA Tax File Data (PRMSMM)

The application now supports Idaho. From the State field, you can select ID (Idaho).

 

Create Quarterly SUTA Tax File (PRPSMM)

The application now supports Idaho. When ID (Idaho) is selected from the State field, the application will create the quarterly SUTA tax file in Comma-Separated Values (CSV) format.

 

This enhancement requires the following:

• cp82_prmsmm_005.zip

• cp82_prpsmm_010.zip

• cp82_bundle_cye2024_003.zip

• deltekcostpointmaintenancerelease_8.2.12.5013.exe

Effective January 1, 2025, Maine employers must contribute to the Maine Paid Family Medical Leave (PFML) program on behalf of their workforce. This program provides up to 12 weeks of paid leave for family leave, medical leave, transitioning a family member's pending military deployment, or staying safe after abuse or violence.

Employers with 15 or more employees will contribute 1% of subject wages with no more than 0.5% coming from the employee. Employers with 14 or less employees will contribute 0.5% of wages and may deduct the entire amount from employee wages.

The PFML law, which went into effect in October 2023, has major components that will be implemented in 2025 and 2026. The Maine Department of Labor (MDOL) is responsible for implementing this new program.

Attention: For more information, refer to: https://www.maine.gov/paidleave/docs/2024/BulkuploadInstructionsPFML.pdf.

 

Maine PFML Setup

Before you can report PFML for Maine, you need to:

1. On the Manage Local Taxes screen, you must create a local tax with the following settings and assign the local tax to Maine employees:

• State: Maine

• Tax Type: Family Leave Insurance

• Tax Based on: SUTA Subject Wages

2. On the Manage SUTA Tax File Data screen, ensure to set up your employer contact information.

 

Create Quarterly Family and Medical Leave File (LDPPFML)

You can now select Maine from the State drop-down list to generate the file and report for the state.

To support the new report, the following field has been added to the screen:

Field	Description
Were there 15 or more employees for at least 20 weeks between 10/1 of the prior year and 9/30 of the current year?	Select the checkbox if your company employed at least 15 people for 20 weeks between October 1 of the previous year and September 30 of the current year. Clear the checkbox if your company employed 14 or fewer people during that time period.

 

Manage SUTA Tax File Data (PRMSMM)

The Email field label was updated. An email address is required for Maine Paid Family Leave reporting.

 

This enhancement requires the following:

• cp82_bundle_CYE2024_003.zip

• cp82_ldppfml_003.zip

• cp82_prmsmm_004.zip

• DeltekCostpointMaintenanceRelease_8.2.12.5013.exe

Costpoint now supports amendment filings for Massachusetts SUTA electronic submissions. You can now designate an employee's adjustment reason code through the Manage SUTA Quarterly Reporting Data application. Previously, only original submissions were supported, with the Adjustment Reason Code reported as 0 (Original Submission) in the ICESA S record.

 

Manage SUTA Quarterly Reporting Data (PRMQRD)

Adjustment reason codes for Massachusetts have been added to the S_SUTA_ADJ_RSN_CD table.

 

Create Quarterly SUTA Tax File (PRPSMM)

The application will populate Position 46 in the S Record with the appropriate adjustment reason code if:

• The Adjustment SUTA State is MA.

• The Adjustment Reason Code is not blank or NULL for the reporting Payroll Year/Quarter.

Otherwise, it will populate Position 46 with 0 (Original Submission).

Attention: For more information, see: EMT Solution Wage File Uploads TPA Instruction Set V2.0.

 

This enhancement requires the following:

• cp82_bundle_CYE2024_003.zip

• cp82_dbc_820_11680_001.zip

• cp82_prmqrd_001.zip

• cp82_prpsmm_010.zip

• DeltekCostpointMaintenanceRelease_8.2.12.5013.exe

Effective March 2025, the New York 128-Byte file layout will be replaced by the Employee Wage Record Flat File Layout. The Create Quarterly SUTA Tax File screen has been updated to support this change as of March 1, 2025.

 

Create Quarterly SUTA Tax File (PRPSMM)

To improve the clarity on the use of supported file formats, the Create Quarterly SUTA Tax File screen now displays only the file format applicable to the state for which you are generating the file. This update ensures that you view only the relevant file formats for your state. This feature includes the following changes:

• Instead of the default value, the File Layout field now displays the selected state’s file layouts that are supported by Costpoint. This field also displays a state’s new file format with a future effective date, which enables you to immediately use the new file format upon its effective date without waiting for a Costpoint release.

• If the reporting state is New York, the File layout field displays Employee Wage Record Flat File Format (RS record).

• The District of Columbia’s file layout names were updated to:

• ESSP Employer ICESA

• DCETS Employer ICESA (for use when DCETS goes live)

 

This enhancement requires the following:

• cp82_bundle_CYE2024_003.zip

• cp82_prpsmm_009.zip

• DeltekCostpointMaintenanceRelease_8.2.12.5013.exe

Rhode Island accepts only the following values for the Magnetic Tape Reporter Code in the T and W records.

• CDFILEWGR (for CD filers)

• INTERNWGR (for internet filers)

The Magnetic Tape Reporter Code is based on the Reporting Method selected on the Manage SUTA Tax File Data screen. To comply with Rhode Island requirements, you can now only select CD or Internet from the Reporting Method drop-down list. The following options are no longer available:

• Cartridge

• Diskette

This enhancement requires the following:

• cp82_prmsmm_005.zip

• deltekcostpointmaintenancerelease_8.2.12.5013.exe

The Utah State Tax Commission updated Publication 14, Withholding Tax Guide, with the following changes effective June 1, 2025:

• The tax rate decreased from 4.55% to 4.5%.

• The base allowance used in the formulas increased from $440 to $450 for single employees or from $880 to $900 for married employees.

• The amounts subtracted from wages in the formulas increased from $8,826 to $9,107 for single employees or from $17,652 to $18,213 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 Tax Tables (PRMSTT)

• Manage State Tax Withholding Adjustments (PRMSTAC)

This enhancement requires the following:

• cp82_bundle_CYE2024_003.zip

• cp82_dbc_820_11699_001.zip

• DeltekCostpointMaintenanceRelease_8.2.12.5013.exe

The Virginia Department of Taxation published the latest Income Tax Withholding Guide for Employers. Effective July 1, 2025, the standard deduction in the formula increased from $8,500 to $8,750.

Attention: For more information, see: https://www.tax.virginia.gov/sites/default/files/vatax-pdf/employer-withholding-instructions.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 Taxes (PRMSTI)

• Manage State Tax Withholding Adjustments (PRMSTAC)

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.

 

Alaska

The unemployment-taxable wage base increased from $49,700 to $51,700.

 

Colorado

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

 

Connecticut

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

 

Delaware

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

 

Hawaii

The unemployment-taxable wage base increased from $ 59,100 to $62,000.

 

Idaho

The unemployment-taxable wage base increased from $53,500 to $55,300.

 

Illinois

The unemployment-taxable wage base increased from $13,590 to $13,916.

 

Iowa

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

 

Kentucky

The unemployment-taxable wage base increased from $11,400 to $11,700.

 

Michigan

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

 

Minnesota

The unemployment-taxable wage base increased from $42,000 to $43,000.

 

Missouri

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

 

Montana

The unemployment-taxable wage base increased from $43,000 to $45,100.

 

Nevada

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

 

New Jersey

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

 

New Mexico

The unemployment-taxable wage base increased from $31,700 to $33,200.

 

New York

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

 

North Carolina

The unemployment-taxable wage base increased from $31,400 to $32,600.

 

North Dakota

The unemployment-taxable wage base increased from $43,800 to $45,100.

 

Oklahoma

The unemployment-taxable wage base increased from $27,000 to $28,200.

 

Oregon

The unemployment-taxable wage base increased from $52,800 to $54,300.

 

Rhode Island

The unemployment-taxable wage base increased from $29,200 to $29,800. For employers at the highest tax rate, the UI taxable wage base increased from $30,700 to $31,300.

 

Utah

The unemployment-taxable wage base increased from $47,000 to $48,900.

 

Vermont

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

 

Virgin Islands

The unemployment-taxable wage base increased from $31,000 to $31,100.

 

Washington

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

 

West Virginia

The unemployment-taxable wage base decreased from $9,521 to $9,500.

 

Wyoming

The unemployment-taxable wage base increased from $30,900 to $32,400.

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 setting 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

Arkansas released the latest Withholding Tax Formula Method effective January 1, 2025, with the following changes:

• The standard deduction used in the formula increased to from $2,340 to $2,410:

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

Attention: For more information, see https://www.dfa.arkansas.gov/wp-content/uploads/whformula_2024_1.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)

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

• The annual low-income exemption threshold increased 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 increased 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 increased 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

Beginning January 1, 2025, Delaware employers will be required to make contributions on behalf of their workforce for Delaware Paid Family Leave. Paid Family Leave is composed of three different parts, and employers may choose to have employees contribute up to 50% of the contribution. The tax will be based on the employee’s percentage of their Social Security wages for Delaware. If the employee is taxed in a state other than Delaware, that state’s percentage of Social Security wages will not be included in the taxable amount. Premiums are capped at the Social Security cap for the current year. Employers will have to set up local taxes for Delaware Paid Family Leave with the Social Security limit. It is recommended that separate taxes are set up for each type below:

• Parental Leave: 0.32%

• Medical Leave: 0.40%

• Family Caregiver / Qualified Exigency Leave: 0.08%

• Total rate: 0.80% of Delaware Social Security wages

In Costpoint, Delaware employers must:

• Set up least two local tax statuses for Delaware PFML, one with the actual tax rate for employers and one with a 0% tax rate for those employees with waivers. The 0.0% tax rate will still calculate taxable wages and will allow the employees to be submitted in the wage and hour report without withholding any taxes for them.

• Set up a Delaware PFML tax for employee contributions if they choose to have employees also contribute to paying part of the tax. Employers should send in the appropriate forms to Delaware when an employee has a waiver.

 

Create Quarterly Family and Medical Leave File (LDPPFML)

You can now select Delaware from the State drop-down list to generate the file and report for Delaware.

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

Field	Description
Weeks Worked	This field is enabled when the state is Delaware. Enter the default number of weeks worked in the quarter. Any employees who did not work the standard number of weeks should be entered in the Manage SUTA “Weeks Worked” Override application for that Fiscal Year/Quarter for Delaware.
Employer Contribution %	This field is enabled when the state is Delaware. Employers should enter the percentage of the Delaware Paid Family Leave contribution that they cover.

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

The tax tables of Guam were updated to align with the 2025 federal percentage method tables.

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

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)

Hawaii provided the latest Employer’s Tax Guide with the following updates effective January 1, 2025:

• The tax brackets used in the percentage method were adjusted by increasing the income limits in each bracket.

• An extra lump sum withholding amount of $1,650 was added to the withholding method.

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

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

• Manage State Standard Deductions (PRMSSD)

• Manage State Tax Tables (PRMSTT)

• Manage State Tax Withholding Adjustments (PRMSTAC)

• Manage State Taxes (PRMSTI)

Illinois released withholding tax tables effective January 1, 2025. The value of a state allowance increased from $2,775 to $2,850.

Attention: For more information, see: https://tax.illinois.gov/content/dam/soi/en/web/tax/forms/withholding/documents/currentyear/2025_il_700_t.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)

Private businesses with 100 or more employees in the State of Illinois are required to submit an application to obtain an Equal Pay Registration Certificate (EPRC) by providing certain pay, demographic, and other data to the Illinois Department of Labor (IDOL) by March 24, 2024, and to recertify every two years after the first submission.

The report shall include the following information:

• First Name* : Employee first name

• Last Name* : Employee last name

• Last 4 of SSN* : Final 4 digits of employee SSN

• Gender*: Employee gender

• Race*: Employee race

• Ethnicity*: Employee ethnicity

• Wages* : Wages paid in previous calendar year, rounded to nearest hundred dollar

• Hire Date*: Date employee started in this position

• Termination Date: Date employee stopped working in this position, for any reason (resignation, promotion, etc.)

• Job Classification*: EEO-1 Job Classification for employee’s position Job

• Title*: Payroll title for employee’s position

• Hours Worked*: Total Hours worked by that employee in the position.

• County*: Illinois county in which employee performs the majority of their work

Attention: For more information, see: https://labor.illinois.gov/laws-rules/conmed/eprc-faqs.html#faq-1whatisanequalpayregistrationcertificate-faq.

Costpoint now allows you to generate the Illinois Pay Data report by county. To use this new feature, you must use a state code of “IL” for Illinois on the Manage States and Provinces application.

 

Manage Labor Locations (LDMLLOC)

A new County field has been added to the application. This is enabled if you select IL (Illinois) as the State and have a Human resources license.

Field	Description
County	The County field is currently only available when the state is Illinois and you have a Human Resources license. The County field is currently only used for reporting Illinois Pay Data information by county. The lookup results will display only the counties for Illinois.

 

Print EEO-1 Report (HAREEO1)

The application provides the ability to generate the Illinois Pay Data report and file. You can now select the Illinois Pay Data option from Report Type drop-down list:

Field

Description

Report Type

Depending on your company's requirements, select whether you want to include pay data in your EEO-1 report. Component 1 Data: Select this option to print an EEO-1 report that includes demographic data only. This option applies to federal contractors and subcontractors with 50-99 employees, which are companies that are required to submit the EEO-1 Report but do not need to submit summary pay data. Component 2 Pay Data: Select this option to print an EEO-1 report that includes demographic and summary pay data. This option applies to private employers including federal contractors and subcontractors with 100 or more employees. Additional Employee Data: Select this option to print the Additional Employee Data report. This report will display the data for non-binary employees needed for Component 1 or Component 2 reports. Non-Binary employees are not included in the Component 1 or 2 reports at this time since the government has not specified this in the EEO-1 report. California Pay Data: Select this option to print the California Pay Data report. This report contains information on the pay and hours-worked data by establishment, job category, sex, race, and ethnicity for the State of California. You must enter the start date of the “Snapshot Period” (single pay period between October 1 and December 31) in the Effective Date - Start field and the end date of the “Snapshot Period” in the Effective Date - End field. The following Job Category codes are used in the report: 1: Executive senior level officials and managers 2: First or mid-level officials and managers 3: Professionals 4: Technicians 5: Sales workers 6: Administrative support workers 7: Craft workers 8: Operatives 9: Laborers and helpers 10: Service workers The following Race-Ethnicity-Sex codes are used in the report: A10: Hispanic/Latino - Male A20: Hispanic/Latino - Female A30: Hispanic/Latino - Non-Binary B10: Non-Hispanic/Non-Latino - Male - White B20: Non-Hispanic/Non-Latino - Male - Black or African American B30: Non-Hispanic/Non-Latino - Male - Native Hawaiian or Other Pacific Islander B40: Non-Hispanic/Non-Latino - Male - Asian B50: Non-Hispanic/Non-Latino - Male - American Indian or Alaskan Native B60: Non-Hispanic/Non-Latino - Male - Two or more races C10: Non-Hispanic/Non-Latino - Female - White C20: Non-Hispanic/Non-Latino - Female - Black or African American C30: Non-Hispanic/Non-Latino - Female - Native Hawaiian or Other Pacific Islander C40: Non-Hispanic/Non-Latino - Female - Asian C50: Non-Hispanic/Non-Latino - Female - American Indian or Alaskan Native C60: Non-Hispanic/Non-Latino - Female - Two or more races D10: Non-Hispanic/Non-Latino - Non-Binary - White D20: Non-Hispanic/Non-Latino - Non-Binary - Black or African American D30: Non-Hispanic/Non-Latino - Female - Native Hawaiian or Other Pacific Islander C40: Non-Hispanic/Non-Latino - Female - Asian C50: Non-Hispanic/Non-Latino - Female - American Indian or Alaskan Native C60: Non-Hispanic/Non-Latino - Female - Two or more races D10: Non-Hispanic/Non-Latino - Non-Binary-Hispanic/Non-Latino - Non-Binary - Native Hawaiian or Other Pacific Islander D40:Non-Hispanic/Non-Latino - Non-Binary - Asian D50: Non-Hispanic/Non-Latino - Non-Binary - American Indian or Alaskan Native D60: Non-Hispanic/Non-Latino - Non-Binary - Two or more races The following numerical Pay Bands codes are used in the report: 1: $19,239 and under 2: $19,240 - $24,439 3: $24,440 - $30,679 4: $30,680 - $38,999 5: $39,000 - $49,919 6: $49,920 - $62,919 7: $62,920 - $80,079 8: $80,080 - $101,919 9: $101,920 - $128,959 10: $128,960 - $163,799 11: $163,800 - $207,999 12: $208,000 and over Illinois Pay Data: Select this option to print the Illinois Pay Data report. This report contains information on the pay and hours-worked data by county, hire date, job title, gender, and race.

Note: Counties must be set up on the Manage Labor Locations screen for the Illinois Pay Data report to function properly.

 

Print Data Dictionary Report (SYRDD)

A new hidden system table was added to hold Illinois county information. It will be used to report Illinois Pay Data information in the Print EEO-1 Report.

Indiana published the Departmental Notice #1 with the following updates effective Jan. 1, 2025:

• The state withholding rate decreased to 3.00% (from 3.05%).

• The following six counties adjusted their tax rates:

• Floyd County: from 1.39% to 1.89%

• Gibson County: from 0.9% to 1.3%

• Jay County: from 2.45% to 2.5%

• Monroe County: from 2.035% to 2.14%

• Rush County: from 2.1% to 2.15%

• Switzerland County: from 1.25% to 1.45%

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

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

• Manage State Standard Deductions (PRMSSD)

• Manage State Tax Tables (PRMSTT)

• Manage State Tax Withholding Adjustments (PRMSTAC)

• Manage State Taxes (PRMSTI)

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

The Kansas Employer Account Number (EAN), located in RS record positions 248-267, has been updated from 6 digits to 10 digits. According to the Kansas Department of Labor (KDOL), employers can keep their current EAN and add a 0 on the front and three zeros (0) at the end.

Note: For those using the NASWA file format, the EAN has been updated from 6 digits to 10 digits in fields E 173-187 and S 147-156.

MMREF-1 RS Record

Field	Start Position	Length	Type	Decimal	Field Detail	Remarks
EAN	248	20	N	No	Employer’s 10-digit EAN followed by spaces	Left justified, space filled

Attention: For more information, refer to:

• https://www.dol.ks.gov/home/showpublisheddocument/1437/638674306190130000

• https://www.dol.ks.gov/employers/employer-services/unemployment-tax

 

Manage SUTA Tax File Data (PRMSMM)

The following updates were applied for Kansas:

• When you select KS (Kansas) as the SUTA State, the E-mail field becomes enabled.

• The validation that requires the Reporting ID/UI Account Number field value to be 6 digits has been removed.

• An error message displays if the value in the Contact Name field or Telephone Number field is a space.

 

Create Quarterly SUTA Tax File (PRPSMM)

The following updates were applied for Kansas:

• When you generate a file for Kansas, the application now formats the 6-digit Employer Account Number from the Manage SUTA Tax File Data (PRMSMM) into a 10-digit number by adding a 0 at the beginning and three zeros (000) at the end when populating the RS Record (Positions 248-267).

• You can now generate a zero wage report. If all employees have zero subject wages, a single RS record will be inserted after the RE record, with the Zero Wage field in the RS Record (Position 341) set to 1.

 

This enhancement requires the following:

• cp82_prmsmm_003.zip

• DeltekCostpointMaintenanceRelease_8.2.12.5013.exe

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

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

To support the state requirements, this 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_bundle_CYE2024_001.zip

• Deltekcostpointmaintenancerelease_8.2.12.5013.exe

Louisiana released the latest Income Tax Withholding Tables effective January 1, 2025, with the following updates:

• Personal exemptions and credits have been replaced with the following standard deductions:

• Single Individual or Married-Separate: $12,500

• Married-Joint, Qualified Surviving Spouse, or Head of Household: $25,000

• The bracket system has been replaced with a new withholding rate of 3.09%.

The following are the filing status changes based on the 2025 Form L-4:

• MARRIED (Married-Joint, Surviving Spouse, Head of Household): Select this filing status if the employee is married, filing a joint return, a qualified surviving spouse, or head of household, and claiming the standard deduction.

• SINGLE (Single or Married-Separate): Select this filing status if the employee is single or married, filing a separate return, and claiming the standard deduction.

• NO EXEMPTIONS (Not claiming a standard deduction): Select this filing status if the employee is not claiming a standard deduction.

Attention: For more information, see: https://revenue.louisiana.gov/LawsPolicies/ER_61.I.1501_Withholding%20Tables%20(Clean%20Copy).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)

 

Compute Payroll (PRPCPR)/Manage Payroll Records (PRMPTF)

The special programming for Louisiana was removed. Costpoint will now use the state standard calculation method for Louisiana.

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

Effective January 1, 2025, Maine employers must contribute to the Maine Paid Family Medical Leave (PFML) program on behalf of their workforce. This program provides up to 12 weeks of paid leave for family leave, medical leave, transitioning a family member's pending military deployment, or staying safe after abuse or violence.

Employers with 15 or more employees will contribute 1% of subject wages with no more than 0.5% coming from the employee. Employers with 14 or less employees will contribute 0.5% of wages and may deduct the entire amount from employee wages.

The PFML law, which went into effect in October 2023, has major components that will be implemented in 2025 and 2026. The Maine Department of Labor (MDOL) is responsible for implementing this new program.

Attention: For more information, refer to: https://www.maine.gov/paidleave/docs/2024/BulkuploadInstructionsPFML.pdf.

 

Maine PFML Setup

Before you can report PFML for Maine, you need to:

1. On the Manage Local Taxes screen, you must create a local tax with the following settings and assign the local tax to Maine employees:

• State: Maine

• Tax Type: Family Leave Insurance

• Tax Based on: SUTA Subject Wages

2. On the Manage SUTA Tax File Data screen, ensure to set up your employer contact information.

 

Create Quarterly Family and Medical Leave File (LDPPFML)

You can now select Maine from the State drop-down list to generate the file and report for the state.

To support the new report, the screen adds the following field:

Field	Description
Were there 15 or more employees for at least 20 weeks between 10/1 of the prior year and 9/30 of the current year?	Select the checkbox if your company employed at least 15 people for 20 weeks between October 1 of the previous year and September 30 of the current year. Clear the checkbox if your company employed 14 or fewer people during that time period.

 

Manage SUTA Tax File Data (PRMSMM)

The Email field label was updated. An email address is required for Maine Paid Family Leave reporting.

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

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

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

• The standard deduction decreased 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

Maryland released the 2025 withholding guide. The minimum and maximum standard deductions have increased to $1,850 and $2,800 annually from $1,800 and $2,700, respectively.

The following Maryland counties adjusted their income tax rates for 2025:

• Anne Arundel County, the local tax rates for taxable year 2025 are as follows:

• 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) .0294 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) .0294 of Maryland taxable income of $75,001 through $480,000; and

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

• Calvert County, to 3.20% from 3.00%

• Cecil County, to 2.74% from 2.75%

• St Mary’s, to 3.20% from 3.00%

Although Cecil's rate decreased to 2.74%, the rate brackets applied will remain unchanged at 2.75%. For 2025, following brackets will be used: 2.25%, 2.40%, 2.65%, 2.75%, 3.00%, 3.05%, 3.10%, and 3.20%.

Attention: For more information, see:

• https://www.marylandtaxes.gov/forms/25-forms/Withholding-Guide.pdf

• https://interactive.marylandtaxes.gov/forms/Tax_Publications/Tax_Facts/Withholding_Tax_Facts/Withholding-Tax-Facts-2025.pdf

Massachusetts provided the draft of Circular M with income tax withholding tables effective January 1, 2025. In the instruction for the Percentage Methods for Wages Paid from January 1, 2025, the inflation-adjusted threshold for the surtax increased from $1,053,750 to $1,083,150.

Attention: For more information, see: Circular_M_2025_Massachusetts_DRAFT.pdf.

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

• Manage State Standard Deductions (PRMSSD)

• Manage State Tax Tables (PRMSTT)

• Manage State Tax Withholding Adjustments (PRMSTAC)

• Manage State Taxes (PRMSTI)

Michigan released the 2025 Income Tax Withholding Guide. The value of a state allowance increased from $5,600 to $5,800.

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

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)

Minnesota released the Income Tax Withholding Instruction Booklet and Tax Tables effective January 1, 2025, with the following changes:

• The value of a state allowance increased from $5,050 to $5,200.

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

Attention: For more information, see: https://www.revenue.state.mn.us/sites/default/files/2024-12/wh-inst-25_0.pdf.

Mississippi released the Computer Payroll Accounting for periods in 2025. The withholding tax rate decreased from 4.7% to 4.4%.

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

Missouri released the 2025 Missouri Withholding Tax Formula with the following updates:

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

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

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

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

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

• Manage State Standard Deductions (PRMSSD)

• Manage State Tax Tables (PRMSTT)

• Manage State Tax Withholding Adjustments (PRMSTAC)

• Manage State Taxes (PRMSTI)

In the latest Montana Employer and Information Agent Guide, the tax brackets used in the percentage method were adjusted for all filing statuses.

Attention: For more information, see: Montana Employer and Information Agent Guide.

To support the state requirements, this update changes the description of MARRIED to “Married filing jointly or qualifying surviving spouse” in the STATE_FILING_STATUS table. This update also 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)

Nebraska released Circular EN with the following updates effective January 1, 2025:

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

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

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

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

• Manage State Standard Deductions (PRMSSD)

• Manage State Tax Tables (PRMSTT)

• Manage State Tax Withholding Adjustments (PRMSTAC)

• Manage State Taxes (PRMSTI)

Starting with the fourth quarter 2024 tax filing (period ending 12/31/24, due 1/31/25), the New Hampshire Employment Security revised the wage filing requirements. All wage entries must now include the employee's full first name.

Old NHES Format	New NHES Format
All data records must be a fixed length of 47 bytes. Each record shall contain the following data elements:	All data records must be a fixed length of 62 bytes. Each record shall contain the following data elements:

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

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

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

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

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

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

• Manage State Standard Deductions (PRMSSD)

• Manage State Tax Tables (PRMSTT)

• Manage State Tax Withholding Adjustments (PRMSTAC)

• Manage State Taxes (PRMSTI)

Due to the pending status of the New York City pay data reporting bill, Costpoint has not yet implemented the functionality to generate the applicable pay data reports. However, you can now link labor locations to specific New York City boroughs in preparation for future pay data reporting requirements.

Attention: For more information, see: https://legistar.council.nyc.gov/LegislationDetail.aspx?ID=6788483&GUID=CDAAC0E3-EEC3-4CBA-8467-476D863BB303&Options=ID|Text|&Search=int.+982-2024

Costpoint now allows you to set up the data for New York City pay data reporting by county. To use this new feature, you must use a state code of “NY” for New York on the Manage States and Provinces application.

Manage Labor Locations/Locals (LDMLLOC)

The application adds a new County field. This is enabled if you select NY (New York) as the state and have a Human resources license.

Field	Description
County	The County field is currently only available when the state is Illinois or New York and there is an HR license. The County field is currently only used for reporting Pay Data information by county/borough in the EEO-1 Report application. The lookup for New York will display only the five counties within New York City: Bronx, Kings, New York, Queens, and Richmond.

The changes to New York’s quarterly withholding and unemployment tax return, including the ability to file amended returns online, are planned to launch in March 2025. These include the following:

• On Form NYS-45, Quarterly Combined Withholding, Wage Reporting, and Unemployment Insurance Return, you must file all parts together as a single return.

• This includes Part A – Unemployment insurance (UI) information, Part B – Withholding tax (WT) information, and Part C – Quarterly employee/payee wage reporting and withholding information. You no longer have the option to file the three parts separately. In addition, if you are required to report both Wages and Other wages, you must submit this information on one return.

• On Form NYS-45 Part C, you must separately report New York State, New York City, and Yonkers tax withheld for each employee.

• Part C – Employee wage and withholding information will be uploaded in the NYS-45 Web File application.

• The Web application will accept files with a .csv, .zip, .txt, or .rpt extension.

 

Wage Reporting Web Upload: Electronic Reporting Format

The following is the Employee Wage record-flat file layout, using the .zip, .txt, or .rpt extension:

Position	Element name	Length	Remarks
1-2	Record identifier	2	Constant RS
3-4	State code	2	Constant 36
5-9	Filler	5	Blanks
10-18	Social Security number (SSN)	9	Numeric; right-justify and zero-fill
19-33	Employee first name	15	Left-justify and fill with blanks; commas not permitted
34-48	Employee middle name or initial	15	Left-justify and fill with blanks; commas not permitted
49-68	Employee last name	20	Left-justify and fill with blanks, commas not permitted
69-72	Suffix	4	Left-justify and fill with blanks
73-194	Filler	122	Blanks
195	Wage type	1	Wages type identifier; applies only to quarterly wages 1 Alpha character: W or O
196-202	Filler	7	Blanks
203-213	State quarterly UI remuneration (column g)	11	Wages subject to UI in New York State; right-justify, zero-fill, dollars and cents, implied decimal
214-275	Filler	62	Blanks
276-286	Gross federal wages or distribution subject to withholding (column f)	11	Wages, tips and other compensation subject to New York State withholding tax; right-justify, zero-fill, dollars and cents, implied decimal
287-297	Total NYS tax withheld (column h)	11	NYS income tax withheld; right-justify, zero fill, dollars and cents, implied decimal
298-319	Filler	22	Enter blanks.
320-330	Total NYC tax withheld (column i)	11	NYC income tax withheld; right-justify, zero-fill, dollars and cents, implied decimal
331-346	Filler	16	Enter blanks.
347-357	Total Yonkers tax withheld (column j)	11	Yonkers income tax withheld; right-justify, zero-fill, dollars and cents, implied decimal
358-512	Filler	155	Blanks

Attention: For more information, refer to instructions: https://www.tax.ny.gov/e-services/wcwf/#upload-specs.

 

Forms and Publications Changes

Change	Publication
New (Coming soon)	Publication 72.5, Electronic Reporting of Form NYS-45 Information (This replaces Publication 72, Electronic Reporting of Form NYS-45 Information, and Publication 911, Electronic Reporting of Quarterly Wage and Withholding Tax Information Based on Federal Formats.)
Updating (Coming Soon)	Publication 50, Employer's Guide to Unemployment Insurance, Wage Reporting, and Withholding Tax Form NYS-45, Quarterly Combined Withholding, Wage Reporting, and Unemployment Insurance Return, and instructions
Retiring	Publication 69, Electronic Reporting of Quarterly Combined Wage and Withholding Tax Information Publication 72, Electronic Reporting of Form NYS-45 Information Publication 911, Electronic Reporting of Quarterly Wage and Withholding Tax Information Based on Federal Formats

Attention: For more information, see the forms and publications changes for withholding: https://www.tax.ny.gov/bus/wt/changes-2025/forms-pubs.htm.

 

Create Quarterly SUTA Tax File (PRPSMM)

The application now provides you with the option to select the Employee Wage record flat-file layout effective March 2025, which separately reports New York State, New York City, and Yonkers tax withheld. A new File Layout Options group box contains the following field:

Field	Description
File Layout	From the drop-down list, select the format of the file that will be generated. For New York, you can select the following options: 128-Byte Employee Wage Record Flat File (RS) For the District of Columbia, you can select the following options: DCETS Employer EFW2 (for use when DCETS goes live) ESSP Employer EFW2 For other states, this field displays a non-editable Default value.