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E1: 07/77: Quantum for Payroll - Vertex Release 4.1.1 (Doc ID 2056705.1)

Last updated on JULY 21, 2020

Applies to:

JD Edwards EnterpriseOne US Payroll - Version 9.0 to 9.1 [Release 9.0 to 9.1]
JD Edwards EnterpriseOne Canadian Payroll - Version 9.0 to 9.1 [Release 9.0 to 9.1]
Information in this document applies to any platform.

Details

Notification

Vertex, Inc. has released version 4.1.1 

There are code changes required in order to receive the new functionality introduced by Vertex, Inc.

During the certification process, it was found that the payroll tax (PTQ 4.0) and sales tax(STQ 4.1) sharing the same GeoCoder database caused Vertex to not function correctly.  To have PTQ and STQ share the GeoCoder database, the same DBMS has to be specified.  You can use both on the same machine but you must configure PTQ and STQ to use its own Geocoder database.  Vertex recommends using STQ 5.0 with PTO 4.0 or 4.1.

In order to ensure correct tax calculations, please do not apply Vertex 4.1.1 without the associated JD Edwards EnterpriseOne code changes.

 

IMPORTANT - PLEASE READ: The ESU for Vertex Release 4.1.1 has now been superseded by Vertex 4.2. Refer to Document 2122686.1: Quantum for Payroll Release 4.2 for details.

   

Vertex 4.1.1 Frequently Asked Questions

Q1:  Can the Vertex 4.1.1 Release be applied without the JD Edwards code changes?

A1:  Yes, Vertex Release 4.1 can be applied without the JD Edwards code changes.  Please note  that you will not receive the new functionality provided in Vertex 4.1.1 until the JD Edwards EnterpriseOne code changes are applied.  Additionally, until the release has been certified by JD Edwards EnterpriseOne, correct tax calculations cannot be confirmed.

 Q2:  If we are on Vertex 4.1, can we move to Vertex 4.1.1 without the JD Edwards code changes?

A2:  Yes, you can move from Vertex 4.0 to Vertex 4.1.1 without the JD Edwards code changes, however, you will not receive the new functionality in Vertex 4.1.1 until the JD Edwards EnterpriseOne code changes are applied.  Additionally, until the release has been certified by JD Edwards EnterpriseOne, correct tax calculations cannot be confirmed.

 Q3:  What will happen if I'm on Vertex 4.1 and I take the JDE ESU that contains Vertex 4.1.1 code?

A3:  If you are on Vertex 4.1 and apply the code for Vertex 4.1.1, it is not expected that you will experience any difference in tax calculations.  You will not receive the new functionality for Vertex 4.1 until the JD Edwards EnterpriseOne code changes are applied.  Additionally, until the release has been certified by JD Edwards EnterpriseOne, correct tax calculations cannot be confirmed.

Q4.  We are on Vertex 4.0.  Can we moved to Vertex 4.1.1 without any tax implications?

A4.  All vertex releases are cumulative.  Moving to Vertex 4.1.1 will require JD Edwards code changes.  It is recommended that you apply the ESU for the associated Vertex release.

 

What's New In Vertex Release 4.1.1

Puerto Rico Youth Wages

The Puerto Rico Government enacted Law No. 135-2014 on August 7, 2014 retroactive to January 1, 2014. Law 13-2014 is the “Law of Incentives and Financing for Young Entrepreneurs”. This law allows a wage exemption from Puerto Rico income tax withholding of up to $40,000 gross income for PR resident salaried taxpayers between the ages of 16 and 26 years.

Customer Impact:

Two new forms created to support the Puerto Rico youth wages.

Form Name

Description

PR.YOUTH_WAGE_EXEMPT.YTD_WAGES

Input for the Puerto Rico youth wages which will be exempt from PR income tax. This input should receive YTD Wages only

PR.YOUTH_WAGE_EXEMPT.CUR_APPLD

Output per pay of the youth exempt wages. This represents the portion of the earned wages that are exempt from tax.

The amount of exempt wages on the input form should include wages earned at the current employer and also previous employers. This amount should not exceed $40,000.00

Required Setup:

Puerto Rico employees that qualify for the youth wages exemption must have a tax override set up in the additional US tax overrides (P0701732) in the Puerto Rico Youth Wages column and have their date of birth entered in the employee master (F060116).

 

CPP/QPP Enhancements

Employers are required to make contributions to the CPP and the QPP. The amount of the employer's contribution is equal to the CPP or QPP contributions that are withheld from their employees’ remuneration.

Prior to V4.1.1 users had no way to pass year-to-date QPP pensionable earnings and contributions to a CPP calculation in a manner that enables the calculation program to distinguish QPP year-to-date amounts from CPP year-to-date amounts.

Customer Impact:

New forms are created in to better manage QPP and CPP taxes.

Form Name

Description

CPP

Parent CPP Form

CPP.QPP_WAGES_YTD

YTD QPP Wages earned in Quebec

CPP.QPP_TAX_YTD

YTD QPP Taxes paid in Quebec

Gross Taxable Enhancements

Certain states do not require withholding of tax from residents who work in other states that do collect withholding tax. Effectively, what this means is that if a resident of state “A” earns wages in state “B”, state “B”s income tax is withheld. If state “B” does not have an income tax, state “A”s income tax must be withheld. Wages earned in another state by residents of state “A” are subject only to the other state's withholding. No reciprocity agreements will typically be in effect. This scenario impacts several states, but for PTQ 4.1.1, this enhancement will impact Louisiana, Idaho and North Dakota.

This becomes problematic in situations where state “A” applies a tiered rate. Total wages are used to determine the taxable base instead of only the wages earned in state “A”.

The tax is over withheld when a resident works in both state “A”, which is their resident state, and in one or more other taxing state(s) within the same pay period. A higher tax is calculated because the resident tax is first calculated on the total wages and then a portion of the resident tax is eliminated based on the percentage of the wages earned in another state. States with a tiered tax rate structure means that the tax increases as the wage amount increases.

Customer Impact

In order to enable accurate calculation of tax in areas with tiered tax rates, calc strings as well as reciprocity strings have been updated to take into account the proper proration of earned wages. This impacts several of the JIT calculation methods. There have been no updates of Forms, the C API or EI API.

No JD Edwards EnterpriseOne changes.

Refer to Vertex documentation specific to Release 4.1.1 regarding changes and new functionality.

 

Actions

Apply the ESU for the release and bug listed to receive the new functionality.

Release                         
Bug                                                 
9.0 21835989
9.1 21699507
9.2 21977013

 

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In this Document
Details
 Notification
 Vertex 4.1.1 Frequently Asked Questions
 What's New In Vertex Release 4.1.1
Actions
Contacts
References

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