E1: 07/77: Quantum for Payroll - Vertex Release 4.3.3
(Doc ID 2616585.1)
Last updated on MARCH 16, 2020
Applies to:JD Edwards EnterpriseOne US Payroll - Version 9.1 to 9.2 [Release 9.1 to 9.2]
JD Edwards EnterpriseOne Canadian Payroll - Version 9.1 to 9.2 [Release 9.1 to 9.2]
Information in this document applies to any platform.
Vertex, Inc. has released Version 4.3.2
What's New in Vertex Release 4.3.3?
2020 W4 Form* Updates
PTQ now supports the changes to federal Form W-4 generated by the Tax Cuts and Jobs Act (TCJA).
In 2020, Form W-4 eliminates some withholding allowances and adds other items to determine appropriate federal withholding for employees.
The federal government encourages employees to complete a new Form W-4 for 2020, but this is not required. Because a new Form W-4 is not mandatory, PTQ can support 2020 withholding rules by using filing statuses and allowances from pre-2020 forms.
To support the 2020 Federal Form W-4, the following forms were added to PTQ:
Input-only (The information on these forms corresponds to locations on Federal Form W-4.)
• US_FED.W4.MULTIPLE_JOBS - Step 2 check box
• US_FED.W4.DEPENDENTS - Step 3, Line 3
• US_FED.W4.OTHER_INCOME - Step 4, Line 4a
• US_FED.W4.DEDUCTIONS - Step 4, Line 4b
Output-only US_FED.W4.STATUS - Generated by form data validation errors
- The output-only MEDICARE.ADDITIONALTAXAMT form was added. The form returns the amount of Medicare tax calculated at the additional tax rate.
Puerto Rico Changes
Removed withholding exemption for certain individuals with gross annual earnings less than $20,000.00, effective 1-1-17. As a result of this change, the following forms are no longer valid:
• Puerto Rico Exemption for Gross Wages (PR.EXEMPTION)
• Puerto Rico Special Allowance (PR.SPECIAL_DEDUCTION)
Apply appropriate JD Edwards ESUs for your specific release to receive the complete new W4 functionality.
Also Refer to KM Doc ID 2575661.1 for the 2020 W4 JD Edwards EnterpriseOne changes.
If Vertex 4.3.3 is applied without the JD Edwards code changes, you will not receive the full 2020 W4 changes.
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