E1:07:Puerto Rico Excludable Amount Double (Doc ID 2084726.1)

Last updated on AUGUST 10, 2016

Applies to:

JD Edwards EnterpriseOne US Payroll - Version 8.12 to 8.12 [Release 8.12]
Information in this document applies to any platform.

Symptoms

 Puerto Rico (PR) 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.  This takes effect on Vertex 4.1.1.  Currently, if employee have 401K and in the process of reaching the $40,000 thread hold limit above, system update the history tax file F06136 and F06166 with double excludable amount.  For example, if employee YTD for 72/F is at 37,000.   System only needs another $3000 to reach the limit of 40,000.  On this next check, employee has gross wages of $4000 and $100 of pretax 401K deduction.   System should put $3000 into excludable plus the 401K amount and calculated 72/F for $900 and system did just that.  However, when final update takes place, the history files mentioned above is update with $6100 of excludable ($3000 x 2 + $100).

Cause

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