Last updated on DECEMBER 18, 2015
Applies to:PeopleSoft Enterprise HRMS Payroll for North America - Version 8.3 and later
Information in this document applies to any platform.
Enterprise, Payroll for North America
QUESTION 1: Why did PeopleSoft eliminate the TAX002xx's in Tax Update 08-A?
ANSWER 1: Effective January 1, 2008, PeopleSoft Payroll for North America will no longer support the paper format reporting of quarterly unemployment insurance wage data and tax data to the state unemployment insurance agencies. This change means that the following programs will no longer be supported or updated:
where "xx" = a two letter-state abbreviation
Discontinuing support of these paper format reporting programs will allow the software and quality engineering teams to focus on functions that add a higher level of value for our customers. We anticipate that this change should have little to no impact on our customers, because all states now require the majority of employers to file quarterly state unemployment data either electronically or on magnetic media. We have dropped support for paper reporting for several individual states in the past few years when those states introduced new requirements that could not be supported with paper reporting. Also, if a state requires additional data besides just the employee name/SS#/wage/tax information (such as the Reconciliation Data required by Maine), or scannable data, we have also dropped support. Moving forward, our focus is now on TAX810xx and TAX860xx series that produces the electronic and magnetic media files for UI reporting.
QUESTION 2: What reports should be used in-lieu of the TAX002xxs?
ANSWER 2: The customers will use the delivered TAX810XX or TAX860XX, where "xx" = a two letter-state abbreviation, to produce the quarterly unemployment reports in the approved reporting medium. We support each state's reporting formats, which can be electronic, diskette, tape or cartridge. The customer chooses the format on the run control. The TAX810XX series are in the ICESA or state specific format. The TAX860XX series are in the EFW2 format. Those SQRs are found under the 'Create Magnetic Media xx - xx' menus.
QUESTION 3: Can I continue to run the TAX002xx series for 4th quarter 2007?
ANSWER 3: The customers still have all the TAX002xx in their codeline. We did not tell them to delete them; we merely said we were not going to do any updates going forward as of 08-A. If the customer is on 8.31, the menus were deleted, and it is the customer's responsibility to add the SQRs back to the menus. In R 8.81, 8.9 or 9, we hid the menus, but we did not delete them.
Here are the instructions to unhide the menus in 8.9. 8.81 and 9 may have a different navigation path; but the steps are basically the same. The navigation to unhide the State Wage Listing Report menu item in 8.9 is PeopleTools, Portal, Structure and Content. Once in Structure and Content, drill down to Payroll for North America, U.S. Quarterly Processing, State Quarterly Wage Reporting. Click on the Edit hyperlink for State Quarterly Wage Reporting to see the General information, deselect the "Hide from portal navigation" checkbox and then Save.
In tax update 08-A, we delivered a change for the TAX810FL.SQR. Florida only accepts the electronic format, so the TAX002FL.SQR has been obsolete for some time. Therefore, if the customer pays employees in FL, they will continue to use the TAX810FL.SQR just as they have in the past.
In Tax Update 08-B, we will be making additional changes to the TAX810ME.SQR to implement new magnetic media online edits. Since Maine requires Reconciliation Data for the file, the TAX002ME should have been officially removed from the menus in 06-F. Maine also requires electronic reporting if an employer has 50 or more employees in any calendar year.
We will also make changes to TAX860AZ and TAX860SC to populate a double first name, like Mary Jane, in the first name positions on the file correctly. Again, this does not impact the TAX002AZ/TAX002SC SQRs.
At this time, we are not aware of any other state changes that would require modifications to the TAX810xx/TAX860xx or TAX002xx SQRs. The customer can continue to run the TAX002xx SQRs, excluding TAX002ME.SQR and feel confident they are in compliance for fourth quarter 2007. Our suggestion would be to move to the TAX810xx/TAX860xx series for first quarter 2008.
QUESTION 4: What is the status of TAX002LC?
ANSWER 4: The TAX002LC (Quarterly State Tax Report - Employee Wage Listing - Local Tax Version) was removed with the other quarterly reports in 08-A. The TAX002LC is a quarterly report that lists local taxable gross and taxes withheld at the local level. Since this report is not related to UI reporting, and it is used by customers to reconcile local data, we will be adding the report back to the Quarterly processing menus in 08-B. The SQRs updated name is 'Local Tax Summary Report'.
QUESTION 5: What is the status of TAX002NG?
ANSWER 5: The TAX002NG (Qrtrly Employee Wage-Negative report) was dropped from the Tax Update 08-A. Although the report was lacking very basic information, customers still used it to identify individuals with negative wages that need to be checked and most likely require online balance adjustments. In Tax Update 08-C, we will be adding an exception report to TAX008.SQR that will summarize all employees with negative balances. Currently, the TAX008.SQR displays QTD tax and taxable grosses for withholding, unemployment and disability amounts, even if they are negative. The new exception report TAX008.SQR will display the employee SSN, name and all negative tax and taxable grosses for withholding, unemployment and disability.
This document was previously published as Customer Connection Solution 201061545
Frequently Asked Questions about TAX002xx's after applying Tax Update 08-A
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