TAX11B890 Notes

PEOPLESOFT PAYROLL FOR NORTH AMERICA
TAX UPDATE 11-B

TAX UPDATE NOTES - RELEASE 8.9
PeopleSoft Payroll for North America Tax Update 11-B includes updates to U.S. tax and
garnishment tables, COBOL program and store statement changes, and re-delivered SQRs
for U.S. and Canadian payroll reporting. These tax update notes include:
• Instructions for updating your system’s tables and a summary of the table changes
• A list of COBOL program and store statement changes
• A summary of the SQRs delivered with this tax update
• An appendix of object changes delivered with this tax update
For Release 8.9, the tax update package also includes the following documentation files:
UPD860364_INSTALL_ML.htm “PeopleSoft Application Update Installation Instructions”

UPD863812_CODECHANGES.rtf PS Print Project Report for Release 8.9
You must follow the instructions in the UPD860364_INSTALL_ML.htm document to apply the object
changes listed in the appendix of this document before applying the COBOL and store statement
changes, running the DataMover scripts, or using the SQRs delivered in this tax update. Before applying
Tax Update 11-B, you must apply all previous tax updates.
Unless otherwise indicated by a specific posting date, Report IDs referenced in these tax update notes
have not been posted to My Oracle Support.
PEOPLESOFT PROPRIETARY AND CONFIDENTIAL T A X 11B890- N O T E S . D O C - 1

PEOPLESOFT PAYROLL FOR NORTH AMERICA TAX UPDATE 11-B - RELEASE 8.9 MARCH 28, 2011
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2 – T A X 11B890- N O T E S . D O C PEOPLESOFT PROPRIETARY AND CONFIDENTIAL

MARCH 28, 2011 PEOPLESOFT PAYROLL FOR NORTH AMERICA TAX UPDATE 11-B –
RELEASE 8.9
Updating Your Tables
Tax Update 11-B includes the following files for updating the tables in your PeopleSoft system.
File Contents
upd860364_01.dat U.S. tax table updates
upd860364_01.dms
upd860364_02.dat Garnishment table updates

upd860364_02.dms
upd860364_03.dat Tax Form Print Parameters Table (for Puerto Rico)

upd860364_03.dms
(U.S. only) The Control Number field on the table entries for Forms W-2PR and
W-2PRL is expanded from 8 to 9 positions.
(Report ID 11648851)
upd860364_04.dms Delete obsolete Pennsylvania entries from Local Tax Table and
Local Tax Reciprocity Table
(There is no .dat file associated with this .dms file.)
upd860364_05.dms Database stamp

(There is no .dat file associated with this .dms file.)
upd860364_06.dat Redeliver complete contents of PS_CNTRY_1042_TBL

upd860364_06.dms
Tax Update 11-B redelivers PS_CNTRY_1042_TBL to include the new
field HP_STATS_LOC_CD_NW, as well as a complete updated set of
Country codes, to ensure that the table structure and data match for HR
and Payroll customers. For customers who are current on HR bundles, the
new field HP_STATS_LOC_CD_NW will already exist in the database, but
all customers should run this script to ensure that all table entries contain
the most current content.
upd860364_07.dat Pay message table

upd860364_07.dms
upd860364_msg.dat Message catalog

upd860364_msg_i.dms
upd860364_cfr.dat Translated Data

upd860364_cfr_i.dms
Both U.S. and Canadian customers should apply the garnishment, database stamp, PS_CNTRY_1042_TBL, pay
message, and message catalog updates.

The DataMover script (.dms) files identify the input data file (.dat) as well as the output log message file. The
directory where DataMover looks for the input data file and the log file is specified in your Configuration Manager.
Any new-insert DataMover entries in these tax update scripts which have key values matching rows already in your
database will not be applied. This condition could occur if you have already added any of the new table entries
included in this tax update script on your own, such as a tax change, which was posted to My Oracle Support.

RELEASE 8.9
Special Notes – U.S.
California Quarterly Reporting
The Reporting Medium and Diskette Type fields are removed from the Run Control page for creating the
file to report quarterly wage and tax data to California. Beginning with file submissions for the quarter
ending March 31, 2011, California will accept only electronic filing.
For details on the new California quarterly reporting requirements, see the description of modifications
made to programs TAX810CA.SQR and T810CAHP.SQR in the later section of this document listing the
U.S. SQRs Delivered with Tax Update 11-B.
Run Control page BEFORE Tax Update 11-B changes:
Fields removed: Reporting Medium and Diskette Type
Run Control page AFTER Tax Update 11-B changes:

Deduction Table –Tax Effect Page
The Deduction Table – Tax Effect Page is modified to make the Taxable Gross Comp ID field
accessible when Deduction Classification = Nontaxable Benefit. Previously, the Taxable Gross Comp ID
field was gray-out and not accessible when Deduction Classification = Nontaxable Benefit.
Deduction Table – Tax Effect page BEFORE Tax Update 11-B change:

RELEASE 8.9
Deduction Table – Tax Effect page AFTER Tax Update 11-B change:

Rhode Island State Tax Data
Effective January 1, 2011, Rhode Island no longer requires that an employee claim the same tax marital
status and number of withholding allowances for both U.S. Federal and Rhode Island withholding tax
purposes.
http://www.tax.state.ri.us/info/2011%20Withholding%20FAQs.pdf
Tax Update 11-B modifies PeopleCode to comply with this change so that the error message which
previously prevented saving an Employee Tax Data record when the employee’s U.S. Federal and Rhode
Island tax marital status and withholding allowances data did not match (shown on the following page) is
no longer generated.
PeopleCode is also modified to permit an employee to save a Federal Tax Data change in employee self-
service which results in the Federal Tax Data tax marital status and withholding allowances not matching
the existing tax marital status and withholding allowances values in Rhode Island State Tax Data.

RELEASE 8.9
BEFORE Tax Update 11-B, an error message prevented saving Employee Tax Data if the Rhode Island State Tax
Data values for Tax Marital Status and Withholding Allowances did not match the Federal Tax Data values.
After Tax Update

11-B is applied, this
error message will no
longer be issued.

AFTER Tax Update 11-B, the Employee Tax Data shown below can be successfully saved even though the Rhode
Island State Tax Data values for Tax Marital Status and Withholding Allowances do not match the Federal Tax Data
values. The error message shown on the previous page is no longer generated.
1 0 – T A X 11B890- N O T E S . D O C PEOPLESOFT PROPRIETARY AND CONFIDENTIAL

RELEASE 8.9

Inactive Pennsylvania Table Entries Deleted from Local Tax Table

and Local Tax Reciprocity Table
Tax Update 11-B deletes inactive Local Tax Table entries (and related inactive Local Tax Reciprocity Table entries)
for Pennsylvania which have not been maintained or supported with tax rate changes since Release 7. Support for
Release 7 was discontinued in 2002, and the final tax update delivered for Release 7 which included tax rate
changes for these table entries was Tax Update 02-D in June 2002. No current PeopleSoft Payroll for North
America customers should have Employee Local Tax Data records which use these inactive table entries.
The deleted Locality codes are highlighted in red below and are in a format consisting of six characters with either a
number or the letter “P” in the first position. These inactive table entries are being deleted at this time to prepare for
the delivery of a new set of Locality codes for Pennsylvania in Tax Update 11-C which will be used in the
implementation of Pennsylvania Act 32.
The current valid Locality code format for Pennsylvania localities (highlighted in green below, with either the letter “I”
or “O” in the first position) was first introduced in Release 7.5 in 1998, and will continue to be supported during the
transition to Act 32 processing.
DELETED:
Localities
where Position
1 is a Number.
ACTIVE and VALID:
(Exception: Locality
61000ER is not
Position 1 = I or O
deleted.)
(Locality 61000ER is
also still valid.)
DELETED:
Localities where
Position 1 = “P”.

RELEASE 8.9
U.S. Changes
Federal / State Tax Table
State Effective Table Update Description
IL 01/01/2011 The table entry effective-dated 01/01/2011 which was delivered with Tax Update 10-F
is updated to include the January 1, 2011, increase in the Illinois withholding tax rate
from 3.0 % to 5.0 %.
http://tax.illinois.gov/Publications/Bulletins/2011/FY-2011-08.pdf
MA 01/02/2011 A new table entry effective-dated 01/02/2011 includes the January 1, 2011, increase in
the Massachusetts Unemployment Health Insurance employer tax rate from 0.24 % to
0.36 %. The table entry is dated 01/02/2011 to preserve the value in the existing table
entry dated 01/01/2011 (from which the earlier 0.24 % tax rate had already been used in
the calculation of 2011 payrolls) for audit history purposes.
http://www.mass.gov/Elwd/docs/dua/quest/2011_ui_rate_letter.pdf
OR 01/02/2011 The table entry effective-dated 01/02/2011 which was delivered with Tax Update 10-F
is updated to include Oregon withholding tax changes effective January 1, 2011. The
table entry is dated 01/02/2011 to preserve the values in the existing table entry dated
01/01/2011 (which had already been used in the calculation of 2011 payrolls) for audit
history purposes.
Note: COBOL program modifications required to implement the 2011 Oregon

withholding tax changes are also delivered in this tax update. See the entry for Report ID
11645931 in the later “COBOL and Store Statement Changes” section of this document
for detailed information.
http://www.oregon.gov/DOR/forms/business/withholding_formulas_150-206-436_2011.pdf
(Report ID 11645931; posted to My Oracle Support by 08 February 2011.)

PR 01/01/2011 A new table entry dated 01/01/2011 is added to deliver Puerto Rico withholding tax changes
effective January 1, 2011, as published (in Spanish only) by the Puerto Rico Departamento de
Hacienda in Boletín Informativo de Rentas Internas Núm. 10-15, dated December 21, 2010.
http://www.hacienda.gobierno.pr/downloads/pdf/boletines/10-15.pdf
Update Employee Tax Data for Employees Claiming Head of Household
Puerto Rico has indicated that effective January 1, 2011, “Head of Household” is no longer a valid
Personal Exemption status for purposes of calculating Puerto Rico withholding tax, and that
beginning January 1, 2011, the same annual Personal Exemption amount of $3,500 used for
“Individual Taxpayer” should also be used for employees formerly claiming the “Head of
Household” status.
To ensure that Puerto Rico withholding tax is correctly calculated for these employees, for any
employee whose SWT Marital/Tax Status = H (Head of Household) prior to January 1, 2011, insert
a new employee State Tax Data entry with Effective Date = 01/01/2011 and set SWT Marital/Tax
Status = S (Single). Failure to change SWT Marital/Tax Status from H (Head of Household) to S
(Single) will cause two errors to occur in the employee’s Puerto Rico withholding tax calculation:
1. An incorrect Personal Exemption amount of $7,000 will be used, instead of the correct
Personal Exemption amount of $3,500; and
2. The number of allowances will be incorrectly reduced by 1.
Automatic Method vs. Optional Method
On Puerto Rico Form 499 R-4.1 Rev. 02.08 (“Withholding Exemption Certificate”), an employee
may choose either the Automatic Method or Optional Method for determining the Allowance Based
on Deductions used in the Puerto Rico withholding tax calculation.
http://www.hacienda.gobierno.pr/downloads/pdf/formularios/499%20R-4.1.pdf
The State Tax Table update for Puerto Rico delivered in this tax update supports 2011 Puerto Rico
withholding tax calculations for the Automatic Method only. Any additional changes necessary to
support 2011 Puerto Rico withholding tax calculations using the Optional Method cannot be
determined until Puerto Rico has issued (1) a new revision of Form 499 R-4.1 that reflects the
2011 withholding tax changes, and (2) complete information on the 2011 withholding tax changes
in a revision of the Instructions to Employers publication. To ensure more accurate withholding in
the interim period, employers may wish to advise employees currently choosing the Optional
Method to instead select the Automatic Method.
Not yet
supported
for 2011.

RELEASE 8.9
VI 01/01/2011 A new table entry dated 01/01/2011 is delivered for the increase in the U.S. Virgin
Islands unemployment insurance taxable wage base from $22,200 to $22,600 for tax
year 2011.
http://www.americanpayroll.org/members/stateui/state-ui-2/

Taxable Gross Definition Table
Note: Any user-defined entries you may have previously added to the Taxable Gross Definition Table
entries for the jurisdictions listed below will need to be re-added after applying this tax update. User-
defined entries are not carried forward when Taxable Gross Definition Table entries are re-delivered.
State/ Effective Table Update Description

Locality Date of
Table
Entry
NJ 08/19/2010 A new table entry is added to indicate that both employee (Taxable Gross Component
ID “HSA”) and employer (Taxable Gross Component ID “HSR”) contributions to
employee Health Savings Accounts are now included in the definition of wages
subject to New Jersey state income tax. The new table entry dated 08/19/2010
includes the following two Adjustment to Base Gross entries:
Taxable Gross = Withholding Taxable Gross = Withholding

Taxable Gross Component ID = HSA Taxable Gross Component ID = HSR
Tax Gross Effect = Adds To Tax Gross Effect = Adds To
Withholding Follows Fed Rules = Yes Withholding Follows Fed Rules = Yes
The table entry is effective-dated 08/19/2010 based on the date this information was
published in New Jersey State Tax News Volume 39, Number 2 (Summer 2010).
http://www.state.nj.us/treasury/taxation/pdf/pubs/stn/summer10.pdf
WI 01/01/2011 A new table entry is added to indicate that effective January 1, 2011, both employee
(Taxable Gross Component ID “HSA”) and employer (Taxable Gross Component ID
“HSR”) contributions to employee Health Savings Accounts are no longer included in
the definition of wages subject to Wisconsin state income tax. The new table entry
dated 01/01/2011 no longer includes the following two Adjustment to Base Gross
entries which were part of the previous table entry dated 01/01/2004:
Taxable Gross = Withholding Taxable Gross = Withholding

Taxable Gross Component ID = HSA Taxable Gross Component ID = HSR
Tax Gross Effect = Adds To Tax Gross Effect = Adds To
Withholding Follows Fed Rules = Yes Withholding Follows Fed Rules = Yes
http://www.revenue.wi.gov/taxpro/news/110222.html

RELEASE 8.9
Local Tax Table
Sta Locality Locality Name OLD Rate/Amt NEW Rate/Amt Effective
OH 02204 Antwerp The Effective Date on Taxing Entity Code = 01/01/201

(Report ID 11846044) the table entry delivered 031 1
in Tax Update 11-A is W2 Reporting Agency
corrected to 01/01/2011. = RITA
(as delivered in
Tax Update 11-A)
84196 West Salem Village 0.007500 / Resident 0.010000 / Resident 10/01/201

(Report ID 11813420) 0.007500 / 0.010000 / 0
Nonresident Nonresident
8607 Stryker Local S.D. W2 Print Name = W2 Print Name = 8607 Correctin
(Report ID 11790762) BLANK Taxing Entity Code = g entry
Taxing Entity Code = 8607
BLANK
WV 62140 Parkersburg New entry Amount per period 03/01/201

(Report ID 11780607) (annualization based 1
on $2.50 per week
specified in city
ordinance)
130.00 / Resident
130.00 / Nonresident
http://www.parkersburg-wv.com/downloads/userfee_letter.pdf
Local Tax Reciprocity Table
A new table entry is delivered for residents of Ontario, Ohio, working in other Ohio localities, per
information obtained by telephone from the Ontario, Ohio, income tax administrator (419) 529-3045.

Action: New table entry
Reciprocity Rule:
OH OH 01/01/201 100.00 0.005000 Withhold 100% of calculated work locality

58520 $DFLT 0 withholding on work locality wages. Then
Ontario calculate residence locality withholding by
the applicable method (depending on
whether residence locality tax rate exceeds
work locality tax rate).

RELEASE 8.9
Local Tax Table – Pennsylvania Local Earned Income Tax
Tax Update 11-B includes updates to Pennsylvania Local Earned Income Tax entries in the
Local Tax Table based on data downloaded from the “Real-time Register” on the website
maintained by the Commonwealth of Pennsylvania. Table updates are delivered for Local
Tax Table entries for local Earned Income Taxes for which withholding tax rates do not
match the current information downloaded from the “Real-time Register” on the website. All
updates to Pennsylvania entries in the Local Tax Table delivered in this tax update are
effective-dated 01/01/2011.
These Pennsylvania Local Earned Income Tax rate changes downloaded from the Real-time
Register on Pennsylvania website are documented separately in these files delivered with
this tax update:
PA11BEIT.doc Word document

PA11BEIT.xls Excel spreadsheet

Garnishment Rules Table (U.S.)
State Rule ID Effective Action
$U LEVY/B 01/01/2011 Values used to calculate the amounts exempt from U.S. Federal tax
LEVY/B/ADD levies in the year 2011 are added to the Garnishment Rules Table.
LEVY/H
LEVY/H/ADD (Report ID 11813370)
LEVY/M
LEVY/M/ADD http://www.irs.gov/pub/irs-pdf/p1494.pdf
LEVY/S
LEVY/S/ADD
AZ LEVY/B 01/01/2011 Values used to calculate the amounts exempt from Arizona tax levies
LEVY/B/ADD in the year 2011 are added to the Garnishment Rules Table, per e-
LEVY/H mail confirmation from the Arizona Department of Revenue that
LEVY/H/ADD Arizona would use the values in the 2011 update of IRS Pub. 1494.)
LEVY/M
LEVY/M/ADD (Report ID 11813398)
LEVY/S
LEVY/S/ADD
MO GEN/HEAD 07/24/20 A new table entry is added to calculate the amount exempt from
09 garnishment for a head of family as the greatest of (1) 25% of
disposable income; or (2) 90% of disposable income, or (3) the
amount of disposable income exceeding 30 times the minimum
wage. The date of the most recent minimum wage increase is used
as the Effective Date of the table entry. The previous table entry
applied only tests (1) and (2) and failed to also apply test (3).
http://www.moga.mo.gov/statutes/C500-599/5250000030.HTM

RELEASE 8.9
Tax Update 11-B - COBOL and Store Statement Changes for Release 8.9
All payroll users must apply all COBOL and store statement changes
included in Tax Update 11-B.
Changed COBOL Modules

This tax update includes the modified COBOL programs and copy members listed below. Customers
should incorporate the source programs into their source libraries and recompile and relink. For delivered
copy members, any modules affected by the changed copy members must also be recompiled. For your
installation, if you do not have a tool to determine which COBOL modules are affected by the changed
copy member(s), we recommend that you recompile all modules.
Changed Store Statements

This tax update includes the modified store statements listed below. They are located in the COBOL
directory. Replace your current version and rerun your store statements using DataMover.
For Release 8.9 Changes are made to COBOL programs:
PSPDEDTN.CBL
PSPGCALC.CBL
PSPPARRY.CBL
PSPPYNET.CBL
PSPTCALC.CBL
PSPTGCTB.CBL
PSPUSTAX.CBL
Changes are made to copy member:
PSCGRSWK.CBL
Changes are made to store statements:
PSPPARRY.DMS
PSPTCALC.DMS

Report IDs
COBOL and Store Statement changes for the following Report IDs are included in this tax update.
Unless otherwise indicated by a specific posting date, Report IDs referenced in these tax update
notes have not been posted to My Oracle Support.
E&G = PeopleSoft Payroll for North America for Education & Government
USF = PeopleSoft Payroll for North America for U.S. Federal Government
Report ID Description
11593768 Report ID 11593768 modifies PSPTGCTB.CBL, PSPPYNET.CBL, PSPTCALC.CBL,

and copy member PSCGRSWK.CBL to correctly calculate the State
Unemployment Taxable/No Limit Gross (SUI), and Disability (DI) dollar amounts
in the following scenarios:
Scenario 1.
a. The employee’s YTD wages either exceeded or were less than the
SUI/DI taxable wage limits; and
b. The employee was paid an earnings type that was subject to FUTA but
not subject to SUI/DI; and
c. The employee had a Sec. 125 before-tax deduction associated with a
Taxable Gross Definition Table entry in which the Tax Gross Effect is
defined as “Subtracts from” for the unemployment and disability
taxable grosses.
Scenario 2.
a. The employee’s YTD wages exceeded the SUI taxable wage limit; and
b. The employee was paid an earnings type that was not subject to FUTA
or SUI; and
c. The employee had a Sec. 125 before-tax deduction associated with a
Taxable Gross Definition Table entry in which the Tax Gross Effect is
defined as “No effect” for the unemployment taxable gross (e.g.,
Florida, Illinois, Louisiana).
Prior to the modifications, in these scenarios, the State Unemployment No

Limit Gross amount – and in some cases the State Unemployment Taxable
Gross and Disability Taxable Gross amounts – were incorrectly calculated as
the negative value of the before-tax deduction amount, instead of correctly
calculated as $0.00.
(Posted to My Oracle Support by 07 February 2011.)

RELEASE 8.9
11619988 Report ID 11619988 modifies PSPTCALC.DMS to correctly calculate withholding

tax on Supplemental earnings in the following scenario:
1. The employee is paid Annualized earnings in two checks in the same

Off-Cycle Pay Run. The checks are on the same page; a Separate
Check Number (SEPCHK flag set to greater than 0) is specified for the
second check.
2. Subsequently, the employee is paid a third check on the Off-Cycle Pay
Run for Supplemental earnings (e.g., a bonus payment) subject to tax
by a state for which the Supplemental Method is defined as Aggregate
on the State Tax Table (e.g., Hawaii, Kentucky).
Prior to the modifications, the program failed to correctly subtract the tax
withheld on the second check from the total aggregate tax when using the
aggregate tax method to calculate the tax to be withheld from the
Supplemental earnings paid on the third check:
Total tax calculated on the taxable grosses for all three checks
– Tax withheld on first check only
= Incorrect tax withheld on third check (tax over-withheld)
With the modifications, the program now correctly subtracts the tax withheld
on the second check when using the aggregate tax method to determine the
tax to be withheld on the third check:
Total tax calculated on the taxable grosses for all three checks
– Tax withheld on first and second checks
= Correct tax to be withheld on third check

11633718 Report ID 11633718 modifies PSPPYNET.CBL to correctly calculate the taxable

wages and associated tax for the New York Metropolitan Commuter
Transportation Mobility Tax (New York MTA Payroll Tax) when employees are
paid a combination of positive and negative earnings in combination with
before-tax deductions. Prior to the modifications, the following issues
occurred:
Scenario 1. An employee is paid REG earnings (annualized tax method)

of + $1,000 and COM earnings (annualized tax method) of – $850. The
$250 positive net earnings were not sufficient to cover all of the
employee’s before-tax deductions, resulting in net pay of $0.00. In this
scenario, the New York MTA Payroll Tax taxable wage amount was
overstated, resulting in an incorrect calculation of the tax.
Scenario 2. An employee is paid REG earnings (annualized tax method)

of + $1,000 and BNS earnings (supplemental tax method) of – $850.
The $250 positive net earnings were not sufficient to cover all of the
employee’s before-tax deductions, resulting in net pay of $0.00. In this
scenario, the New York MTA Payroll Tax taxable wage amount was
understated, resulting in an incorrect calculation of the tax.
11634117 Report ID 11634117 modifies PSPDEDTN.CBL to add Unicode compiler

directives to control the expansion of the working storage variable “MESSAGE-
LINE”. Prior to the modifications, for customers using a UTF-8 COBOL
environment, Pay Calculation abended with the following error if error
message 000203 was issued: “ORA-02290: check constraint”.

RELEASE 8.9
11645931 Report ID 11645931 modifies PSPUSTAX.CBL to calculate Oregon state

withholding tax using the new formula published by the Oregon Department of
Revenue for wages paid on or after January 1, 2011.
http://www.oregon.gov/DOR/forms/business/withholding_formulas_150-206-436_2011.pdf
Prior to 2011, one Oregon calculation withholding formula was used for all
employees regardless of income level. For example, for tax year 2010 the
Oregon formula was:
Base = wages – federal tax withheld (not to exceed $5,500) – standard

deduction
($1,870- Single / $3,700-Married)
Effective January 1, 2011, the amount of credit allowed for the employee's
federal tax withheld in determining the base wage amount to be used in an
employee's Oregon withholding calculation varies depending on the level of
the employee's annual wages, and the credit is gradually "phased out" to zero
as the employee's level of annual wages increases above the threshold of
$50,000.
Annual Wages up to $50,000:

Base = wages - federal tax withheld (not to exceed $5,950) - standard
deduction
($1,980-Single / $3,960-Married)
Annual Wages of $50,000 or higher:

Base = wages - federal tax withheld (not to exceed PHASE OUT value) -
standard deduction
($1,980-Single / $3,960-Married)
The "PHASE OUT" value varies depending on the employee's annual wages and
marital withholding status:
Single with fewer than 3 allowances

Single with 3 or more allowances
Married
As listed in the previous U.S. State Tax Table Changes section of this
document, this tax update also includes State Tax Table changes for Oregon
that must be applied in conjunction with the COBOL program changes.
(Posted to My Oracle Support by 08 February 2011.)

11725496 Report ID 11725496 modifies PSPPARRY.CBL and PSPPARRY.DMS to

successfully process Retro Benefit Deductions in the following scenario:
1. Paysheets are initially created for an employee, and Pay Calculation

completes successfully.
2. Subsequently, a Retro Benefit Deduction is processed that should issue
a credit to the employee. For example, on the employee’s Health
Benefits page the coverage code is changed from Family to Employee
Only, and the Employee Only deduction amount is less than the Family
deduction amount.
3. The Retro Benefit is set up to be paid on a separate check.
4. The Retro Benefit is calculated and loaded to the employee’s Paysheet
as a Separate Check on any page number except 1.
Prior to the modifications, when Pay Calculation was re-calculated, the

program abended with the following error: “ERROR IN BIND SETUP/DATA”.
The S-ADDLCAL store statement in PSPPARRY.CBL and PSPPARRY.DMS are now
corrected so the bind variables match between the two programs.
11786410 Report ID 11786410 modifies PSPGCALC.CBL to comply with Maine instructions

which state that “Salaries and wages are exempt from levy to the extent of
75% of the taxpayer’s disposable earnings for any pay period, or an amount
equal to the federal minimum hourly wage multiplied by 30, multiplied by the
number of weeks in the pay period, whichever is less [italics added].” Prior to
the modifications, the greater result of the two alternative calculations (instead
of the lesser result) had been incorrectly used as the amount exempt from
levy. The modified code is used in processing garnishments which use the
Garnishment Rule table entry ME LEVY, but no change to this Garnishment
Rule table entry is required.
http://www.mainelegislature.org/legis/statutes/36/title36sec176-A.html
11805327 Report ID 11805327 modifies PSPUSTAX.CBL to correctly calculate Arizona

state withholding tax on earnings taxed using the cumulative tax method.
Prior to the modifications, Arizona state withholding tax was overstated
because the program failed to include the employee’s previous YTD Arizona
withholding tax when using the cumulative tax method to calculate the Arizona
tax to be withheld from the current pay check.
Note: Arizona state withholding tax may be incorrectly calculated for

earnings taxed using the cumulative tax method if the employee either
increases or decreases the Arizona tax withholding percentage during the tax
year. Resolution of this issue is planned for delivery in a future tax update.

RELEASE 8.9
U.S. SQRs delivered with Tax Update 11-B for Release 8.9
Descriptions of SQR modifications are followed by the Report ID. Unless otherwise indicated by a
specific posting date, Report IDs referenced in these tax update notes have not been posted to
My Oracle Support.
U.S. Annual Reporting SQRs
SQR Description
TAX920US.SQR TAX920US.SQR produces the W-2c Print File for reporting corrections to W-2
forms issued for the U.S., American Samoa, Guam, and the U.S. Virgin
Islands. The program is modified to print box 16 and 17 State data
corrections on the first Form W-2c when an employee has more than four W-
2 box 12 entries.
Example: A correction is required to Employee Name in addition to

corrections to W-2 boxes 12C, 12D, 12E, 12H, 12M, 12N, 12P, and boxes 16
and 17 for California.
Prior to the modifications:

1st W-2c: Name correction and checkbox, plus corrections to data in boxes
12C, 12D, 12E and 12H
2nd W-2c: Corrections to data in boxes 12M, 12N, 12P, and boxes 16 and
17 for California
With the modifications, the program correctly divides the W-2c data as
follows:
1st W-2c: Name correction and checkbox, plus corrections to data in boxes
12C, 12D, 12E, 12H, and boxes 16 and 17 for
California
2nd W-2c: Corrections to data in boxes 12M, 12N, and 12P

SQR Description
TAX960ST.SQR TAX960ST.SQR reports W-2 wage and tax data for states using the Social
Security Administration’s EFW2 format. The program is modified to comply
with the following new RS Record edits introduced for 2010 W-2 reporting by
Vermont.
RS Record positions 203-213 and 214-224 must be blank

RS Record positions 309-319 and 320-330 must be zero-filled.
Prior to the modifications, the positions 203-213 and 214-224 were zero-
filled, and positions 309-319 and 320-330 were blank, which was acceptable
for 2009 W-2 reporting.
(Report ID 11781749; posted to My Oracle Support by 22 February 2011)

RELEASE 8.9
U.S. Quarterly Reporting SQRs

SQR Description
TAX810CA.SQ TAX810CA.SQR reports quarterly wage and tax data to the State of
R California in the ICESA format for commercial employers.
T810CAHP.SQ T810CAHP.SQR reports quarterly wage and tax data to the State of
R California in the ICESA format for Education & Government employers.
(E&G) RPTSMMCA.SQC produces a summary report of the data reported on the
file created by the TAX810CA.SQR and T810CAHP.SQR programs
RPTSMMCA.S
(Company/Account Number totals).
QC
TAX810CA.SQR and T810CAHP.SQR are modified to create the quarterly
wage and tax data file in the electronic format required by the California
Employment Development Department (EDD) beginning with file
submissions for the quarter ending March 31, 2011.
Starting March 1, 2011, EDD will be introducing new expanded e-Services

for Business, which will be used for online filing of the following new
reports: Quarterly Contribution Return and Report of Wages (DE 9) and
the Quarterly Contribution Return and Report of Wages (Continuation) (DE
9C), DE 34, and DE 542. All current users of EDD’s e-Services will need to
re-enroll for the new expanded e-Services for new business usernames
and passwords beginning on March 1, 2011. Visit e-Services for Business
on or after March 1, 2011, for information on the new expanded e-Services
for Business and for details on enrolling.
http://www.edd.ca.gov/Payroll_Taxes/Important_Payroll_Tax_Changes_in_2
011.htm
Prior to the modifications, the programs created the California wage and
tax data file only in the format for tape or diskette submission.
In addition to the program modifications, the “Reporting Medium” and

“Diskette Type” fields are removed from the California run control page.
These fields are no longer required since electronic filing is now
mandatory for California. PeopleCode is also modified to suppress the
erroneous issuance of the following error message when the run control is
submitted to execute the quarterly wage and tax reporting programs for
California:
“2000, 682: Electronic is not a valid reporting medium for this

state"
See the Special Notes – U.S. section earlier in this document for more
information on the changes made to the quarterly reporting run control
page for California.
RPTSMMCA.SQC is modified to add descriptive text to identify the account

number type on the T810CAHP.SQR summary report. The following
descriptions are added for clarity:
CA State Disability Account Number

CA State Withholding Tax Account Number
CA State Unemployment Account Number

RELEASE 8.9
SQR Description
TAX810MN.S TAX810MN.SQR reports quarterly wage data to the state of Minnesota

QR electronically. The program is modified to evaluate and retrieve data from
the employee’s most current effective-dated Minnesota Job Data within
the quarter being reported, to ensure that the correct Minnesota Employer
ID Extension is reported in positions 9-12. Prior to the modifications, if an
employee initially worked in Minnesota Tax Location “A” but then
subsequently worked in a different Minnesota Tax Location “B” during the
quarter, the Employer ID extension on the UI Report Code Table was
incorrectly reported based on Tax Location “A” instead of being correctly
reported based on Tax Location “B,” which is the Minnesota work location
associated with the employee’s most current effective-dated Minnesota
Job Data record within the quarter being reported.

Canadian SQRs delivered with Tax Update 11-B for Release 8.9
Descriptions of SQR modifications are followed by the Report ID. Unless otherwise indicated by a
specific posting date, Report IDs referenced in these tax update notes have not been posted to My
Oracle Support.
Canadian Year-End Reporting SQRs
SQR Description
CTX910AP.SQR CTX910AP.SQR produces formatted laser T4A slips with a variety

of sort options and copy types. Processing type options provide
for original, amended, cancelled, and reissued slips, as well as the
reprinting of duplicate slips. The program is modified to:
1. Support the revised printed paper version of the T4A form,
version T4A (12/2010) issued in December, 2010. Prior to
the modifications, the T4A print program supported the
T4A (10) version of the form.
(Report ID 11649242; posted to My Oracle Support by 12
January 2011)
2. Combine the "Other Information" floating box amounts on
the T4A slip, when an employee had reportable income in
multiple provinces associated with the same wage loss
plan. Prior to the modifications, if an employee had
reportable income in multiple provinces associated with
the same wage loss plan, the T4A slip did not combine the
"Other Information" floating box amounts to account for all
provinces.
(Report ID 11775111; posted to My Oracle Support by 24
February 2011)
CTX910XM.SQR CTX910XM.SQR produces a file for electronic internet reporting of

original, amended (including cancellations) and reissued T4 and
T4A information returns. It also produces a corresponding
summary report that provides totals of each of the fields reported
on the detail records. The program is modified to report a
separate T4A slip for each wage loss plan, when an employee had
reportable income in multiple provinces. Prior to the
modifications, if an employee had reportable income in multiple
provinces associated with the same wage loss plan, a T4A slip was
reported on the electronic file for each different province.
(Report ID 11775111; posted to My Oracle Support by 24 February

2011)

RELEASE 8.9
Previous Updates
Tax Update 11-A U.S. – Social security employee tax rate reduction and
related Massachusetts withholding tax calculation
adjustment; 2011 U.S. Federal withholding tax changes
(including for nonresident alien employees); 2011
withholding tax changes for Colorado, Hawaii, Maine,
Maryland, Missouri, New Mexico, North Dakota,
Oklahoma, Rhode Island, Vermont, and New York City;
new Arizona tax withholding percentage election option;
2011 state unemployment taxable wage base change for
Alaska; 2011 state disability taxable wage base change
for Hawaii; new Tax Marital Status value for employees
claiming exemption from state withholding tax; Local Tax
Table changes for Indiana, Maryland, Ohio, Pennsylvania;
Local Tax Reciprocity Table update for Ohio; redelivered
SQR programs.
Canada – Provincial tax changes for Quebec and the

Northwest Territories; redelivery of year-end SQR
programs.
Tax Update 10-F U.S. – 2011 withholding tax changes for California,
Kentucky, Michigan, Minnesota; state minimum wage
rate changes for Arizona, Colorado, Montana, Ohio,
Oregon, Vermont, Washington; 2011 state disability wage
and/or tax rate changes for California, New Jersey, Rhode
Island; 2011 state unemployment taxable wages base
changes for Hawaii, Illinois, Indiana, Iowa, Mississippi,
Montana, Nevada, New Hampshire, New Mexico, North
Dakota, Oklahoma, Oregon, South Carolina, South
Dakota, Utah, Vermont, Washington, Wisconsin,
Wyoming; State Tax Table updates for $E, IN, and WI to
discontinue Advance Earned Income Credit payment
processing; Taxable Gross Definition Table updates for
Arkansas, Illinois, Massachusetts; Local Tax Table
updates for Indiana, Ohio, Pennsylvania; Local Tax
Reciprocity Table updates for Ohio; 1042 Country Code
updates; redelivered SQR programs.
Canada – 2011 CPP, QPP, EI, QPIP and federal tax rate
changes; provincial tax changes for Alberta, BC,
Manitoba, New Brunswick, Newfoundland, Nova Scotia,
Northwest Territories, Nunavut, Ontario, Prince Edward
Island, Quebec, Saskatchewan and Yukon Territory;
redelivery of year-end SQR programs.

Tax Update 10-E U.S. – Termination of U.S. Payroll Savings Bond Purchase
Program; New York City withholding tax changes; SWT
Marital Status Table changes for Minnesota; Local Tax
Table changes for Alabama, Indiana, Pennsylvania; Local
Tax Reciprocity Table changes for Ohio; Garnishment
Rule Table changes; redelivered SQR programs.
Canada – Change in terminology for Business Number.

Redelivery of SQR programs.
Tax Update 10-D U.S. – Request Direct Deposit page modifications;

Connecticut state withholding tax correction; Local Tax
Table entries for Pennsylvania earned income tax rate
changes; garnishment changes for Florida and West
Virginia; redelivered SQR programs.
Canada – No changes.

RELEASE 8.9
Appendix: Object Changes delivered in Tax Update 11-B
Application Engine Programs:

Program Description 801 831 881 890 900 910
PY_RETROPAY_EVENT Report ID 11647595
Modified the application package PeopleCode.
Components:
Name Description 801 831 881 890 900 910
PYRE_DATA_ENTRY(NA) Report ID 11647868
Modified Component Record PeopleCode:
PYRE_DETAIL.RowInit
PYRE_DETAIL.RowInsert
PY_RETROCNL_TBL(NA) Report ID 11774402
Added Component PeopleCode:
PY_RETROCNL_TBL(NA).PreBuild
PY_SSP_ADMIN_VIEW Report ID 11647587
Set Default Search property to "Advanced".
Fields:
Field Description 801 831 881 890 900 910
CONTROL_NUM_BEG Report ID 11648851
Changed field size from 8 to 9.
CONTROL_NUM_END Report ID 11648851
HP_STATS_LOC_CD_NW Report ID 11574597
Added new field.
Note: No change if customer has applied HRMS 8.9 Bundle
23, HRMS 9 Bundle 11 or HRMS 9.1 Bundle 5.
Message Catalog:
Message Set Message Description 801 831 881 890 900 910
Number Number
2000 560 Report ID 11648851
Pages:
Name Description 801 831 881 890 900 910
PY_IC_DED_LIST Report ID 11636752
Modified PY_IC_DED_LIST.Active page PeopleCode.
PY_RETROCNL_TBL Report ID 11774402
Removed PY_RETROCNL_TBL.Activate Page PeopleCode.
RUNCTL_TAX810CA Report ID 11630795
Removed Reporting Medium and Diskette Type.

Pay Message Table:

Pay Message Description 801 831 881 890 900 910
Number
000349 Report ID 11640469
Added new message.
000350 Report ID 11640469
Added new message.
Records:
Name Field Description Create/ 801 831 881 890 900 910
Alter
ADDL_PAY_EFFDT EFFDT Report ID 11707114
Modified FieldChange
PeopleCode.
CNTRY_1042_TBL HP_STATS_LOC_CD_NW Report ID 11574597
Added new field.
Note: No change if customer
has applied HRMS 8.9 Bundle
23, HRMS 9 Bundle 11 or
HRMS 9.1 Bundle 5.
DEDUCTION_CLASS DED_CLASS Report ID 11648074
Modified FieldChange and
RowInit PeopleCode.
DIR_DEP_DEPOSIT Report ID 11645084
Modified PRIORITY to
"Required".
PY_IC_DD_DTA_VW Report ID 11645084
Modified PRIORITY to
"Required".
Added FieldChange
DEPOSIT_TYPE PeopleCode.
EMPLID Modified SavePostChange

PeopleCode.
Modified SavePreChange
PeopleCode.
PY_IC_W4_FTX_VW EMPLID Bug 11734368
Modified SaveEdit PeopleCode.
PYRE_DETAIL PYRE_ERNTYP Bug 11647868
Modified FieldFormula
PeopleCode.
RC_QTR_UI REPORTING_MEDIUM Bug 11630795
RC_TAX960PRN CONTROL_NUM_BEG Report ID 11648851 Alter
Modified Field Size.
Modified Field Change and
SaveEdit PeopleCode.
CONTROL_NUM_END Modified Field Size.

STATE_TAX_DATA EMPLID Bug 11734368

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PEOPLESOFT PAYROLL FOR NORTH AMERICA

TAX UPDATE 11-B

UPD860364_INSTALL_ML.htm “PeopleSoft Application Update Installation Instructions”

PEOPLESOFT PROPRIETARY AND CONFIDENTIAL T A X 11B890- N O T E S . D O C - 1

Copyright © 2011, Oracle. All rights reserved.

U.S. GOVERNMENT RIGHTS

2 – T A X 11B890- N O T E S . D O C PEOPLESOFT PROPRIETARY AND CONFIDENTIAL

Updating Your Tables

upd860364_02.dat Garnishment table updates

upd860364_03.dat Tax Form Print Parameters Table (for Puerto Rico)

upd860364_05.dms Database stamp

upd860364_06.dat Redeliver complete contents of PS_CNTRY_1042_TBL

upd860364_07.dat Pay message table

upd860364_msg.dat Message catalog

upd860364_cfr.dat Translated Data

PEOPLESOFT PROPRIETARY AND CONFIDENTIAL T A X 11B890- N O T E S . D O C - 3

4 – T A X 11B890- N O T E S . D O C PEOPLESOFT PROPRIETARY AND CONFIDENTIAL

Special Notes – U.S.

California Quarterly Reporting

Run Control page BEFORE Tax Update 11-B changes:

Fields removed: Reporting Medium and Diskette Type

Run Control page AFTER Tax Update 11-B changes:

PEOPLESOFT PROPRIETARY AND CONFIDENTIAL T A X 11B890- N O T E S . D O C - 5

Deduction Table –Tax Effect Page

6 – T A X 11B890- N O T E S . D O C PEOPLESOFT PROPRIETARY AND CONFIDENTIAL

PEOPLESOFT PROPRIETARY AND CONFIDENTIAL T A X 11B890- N O T E S . D O C - 7

Rhode Island State Tax Data

8 – T A X 11B890- N O T E S . D O C PEOPLESOFT PROPRIETARY AND CONFIDENTIAL

After Tax Update

PEOPLESOFT PROPRIETARY AND CONFIDENTIAL T A X 11B890- N O T E S . D O C - 9

1 0 – T A X 11B890- N O T E S . D O C PEOPLESOFT PROPRIETARY AND CONFIDENTIAL

PEOPLESOFT PROPRIETARY AND CONFIDENTIAL T A X 11B890- N O T E S . D O C - 11

Inactive Pennsylvania Table Entries Deleted from Local Tax Table

1 2 – T A X 11B890- N O T E S . D O C PEOPLESOFT PROPRIETARY AND CONFIDENTIAL

Federal / State Tax Table

State Effective Table Update Description

Note: COBOL program modifications required to implement the 2011 Oregon

(Report ID 11645931; posted to My Oracle Support by 08 February 2011.)

PEOPLESOFT PROPRIETARY AND CONFIDENTIAL T A X 11B890- N O T E S . D O C - 13

State Effective Table Update Description

Update Employee Tax Data for Employees Claiming Head of Household

Automatic Method vs. Optional Method

1 4 – T A X 11B890- N O T E S . D O C PEOPLESOFT PROPRIETARY AND CONFIDENTIAL

State Effective Table Update Description

PEOPLESOFT PROPRIETARY AND CONFIDENTIAL T A X 11B890- N O T E S . D O C - 15

Taxable Gross Definition Table

State/ Effective Table Update Description

Taxable Gross = Withholding Taxable Gross = Withholding

Taxable Gross = Withholding Taxable Gross = Withholding

1 6 – T A X 11B890- N O T E S . D O C PEOPLESOFT PROPRIETARY AND CONFIDENTIAL

Local Tax Table

Sta Locality Locality Name OLD Rate/Amt NEW Rate/Amt Effective

OH 02204 Antwerp The Effective Date on Taxing Entity Code = 01/01/201

84196 West Salem Village 0.007500 / Resident 0.010000 / Resident 10/01/201

WV 62140 Parkersburg New entry Amount per period 03/01/201

Local Tax Reciprocity Table

PEOPLESOFT PROPRIETARY AND CONFIDENTIAL T A X 11B890- N O T E S . D O C - 17

Action: New table entry

OH OH 01/01/201 100.00 0.005000 Withhold 100% of calculated work locality

1 8 – T A X 11B890- N O T E S . D O C PEOPLESOFT PROPRIETARY AND CONFIDENTIAL

Local Tax Table – Pennsylvania Local Earned Income Tax

PA11BEIT.doc Word document