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EPY: A Withholding Status Must Be Selected for the Lock-in Letter (2000,1375) After Tax Update 21-D (Doc ID 2815670.1)

Last updated on NOVEMBER 15, 2021

Applies to:

PeopleSoft Enterprise HCM Payroll for North America - Version 9.2 to 9.2 [Release 9]
Information in this document applies to any platform.

Symptoms

Tax Update 21-C delivered product modifications to support the redesigned lock-in letter to reflect the changes made to Form W-4 2020.

If an employee’s Form W-4 Version = “2020 or Later” and there is an existing lock-in letter, the product modifications will result in the new fields within the Lock-In Letter Details group box being blank with the exception of the “Letter Received” checkbox.

The blank new fields have no impact on the tax calculation. However, customers are advised to review the tax data of every employee who has a lock-in letter in place and update the fields based on the current lock-in letter in effect.

Once the updates have been saved, row(s) will be inserted in the table:  PS_PY_LOCK_LIMITS.

 

These employees can be identified by running the following SQL script:

 

If these updates were not done after Tax Update 21-C was applied, the next time a new effective-dated row is added to Employee Federal Tax Data, the following messages may be encountered:

Unless these messages are resolved, the system does not allow the new effective-dated row to be saved.

Steps to Reproduce the Issue:

  1. Apply Tax Updates 21-C and 21-D.
  2. Identify employee with a current row:  Federal Form W-4 Version = 2020 or Later and Lock-In Letter Received = Yes and missing row in PS_PY_LOCK_LIMITS table.
  3. Navigate to the Federal Tax Data page (TAX_DATA1):  Payroll for North America > Employee Pay Data USA > Tax Information > Update Employee Tax Data > Federal Tax Data.
  4. Select employee from search record in Update/Display mode.
  5. Note that the new fields within the Lock-In Letter Details group box are blank with the exception of the “Letter Received” checkbox in row of 1.
  6. Add a new row at row 1.
  7. Select Lock-In Letter Details Withholding Status and Withholding Rate from Drop-down and amounts based on IRS Letter received on row 1.
  8. Do not select Lock=In Letter Details Withholding Status and Withholding Rate on row 2.
  9. Click on Save.
  10. Pop-up message box on top of the Federal Tax Data Page:  "A Withholding Status must be selected for the lock-in letter (2000,1375)"

 

Changes

 

Cause

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In this Document
Symptoms
Changes
Cause
Solution
References


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