EPY : Reset W-4 Exempt (TAX103.SQR) Process Not Updating MARRIED_FILE_SINGL field (Doc ID 2517831.1)

Last updated on APRIL 15, 2024

Applies to:

Symptoms

Issue : When the Reset W-4 Exempt (tax103.sqr) process runs and an employee has not submitted a new W-4, the last valid W-4 form values are supposed to be brought forward to the new effective dated row in PS_FED_TAX_DATA.

This code is not selecting and updating the MARRIED_FILE_SINGL field.

Steps to replicate :

Navigation: Payroll for North America > Employee Pay Data > Tax Information > Update Employee Tax Data
Effdt: 06/28/2017 This employee has a value of “N” (None) for the SPECIAL_FWT_STATUS on 06/28/2017 with a FWT_MAR_STATUS of Single, a FWT_ADDL_AMT of $150, and the MARRIED_FILE_SINGL flag selected.

Effdt: 12/28/2017 – Employee enters a new row with a value of “G” (Maintain taxable gross) for the SPECIAL_FWT_STATUS with a FWT_MAR_STATUS of Married and a FWT_ADDL_AMT of $0.

Effdt: 01/02/2018 A new effective dated row is entered with the W4_PRCSS flag set to 3. “S” for Notification Sent.


Navigation: Payroll for North America > U.S. Annual Processing > Year-End/New Year
Preparation > Reset W-4 Exempt List
Run the tax103.sqr with the following run control parameters.

Actual behavior : The tax103.sqr will find the last valid W4 form and set the employees values back to what they were before claiming exempt status. The last valid W-4 form is the row with an effective date of 06/28/2017. A new row was inserted with an effective date of 02/24/2018 with a value of “N” (None) for the SPECIAL_FWT_STATUS, a FWT_MAR_STATUS of Single, a FWT_ADDL_AMT of $150, BUT the MARRIED_FILE_SINGL flag is NOT selected.

Expected behavior : The MARRIED_FILE_SINGL flag should be selected since it was selected in the 06/28/2017 row.

NOTE : All the data provided for the replication of the issue , is sample data from the Demo environment and not Customer specific. 

Cause

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