Product Information
W-4 Form for Year 2020
Hello community,
This is our W-4 discussion blog. If you have questions about topic, you can post it here. This blog will be updated with tips, best practices and, SAP Notes related to this subject.
2760918 BSI: TaxFactory 11.0 – DDIC Changes
2763228 BSI: TaxFactory 11.0 – Function Modules Changes
2770832 BSI: TaxFactory 11.0 – General Technical Changes
2780204 BSI: TaxFactory 11.0 – Changes required for TaxFactory SaaS
2790902 BSI: TaxFactory 11.0 – Payroll Driver Changes
2845130 Prerequisite objects for SAP Note 2845128
2853402 Correction of report NOTE_2845130
2845128 TAX: W-4 Form for Year 2020 – Master Data (SAP_HR)
2850174 TAX: W-4 Form for Year 2020 – Master Data (EA-HR)
2845529 TAX: W-4 Form for Year 2020 – ABAP Webdynpro ESS and Renewal (EA-HR)
2870221 Post-implementation objects for SAP Note 2845529
2863489 Prerequisite objects for SAP Note 2855896
2855896 TAX: W-4 Form for Year 2020
2870177 TAX: W-4 2020 – Not reading infotype 0210 for periods in 2019 with checkdate in 2020
2871658 TAX: Missing field labels for ESS W-4 2020.
2873856 New W-4 fields not disabled in PA30/PA40 for Exempt employees after applying SAP note 2872242
2872242 TAX: Exempt indicator does not change fields for W-4 for year 2020
2875533 Delimited Filing Status Description resulting in validation error in Decoupling Framework in specific situations
2876794 TAX: NWI parameter misplaced in BSI Interface for TaxFactory 10.0
2880390 W-4 ESS: Changing field property and usage of BAdI HRXSS_PER_BEGDA
2877736 TAX: W-4 Payroll log changes for TAX (PC22T) table
2886638 Prerequisite objects for SAP Note 2881830
2881830 TAX: Additional W-4 Payroll log changes for TAX (PC22T) table
2884856 – Prerequisite objects for SAP Note 2880846
2880846 – TAX: Lock-in letters not overriding New W-4
2888094 – TAX: Lock-in letters override for W-4 exempt
2935484 – TAX: Payroll incorrectly using Hire Date to read Infotype 0210
2944973 – TAX: New Parameters for Formula Number Decision) and all its prerequisites should be applied.
2952323 – Prerequisite objects for SAP Note 2951750
2951750 – Redesigned Withholding Compliance Lock-In Letters 2800C and 2808C
IMPORTANT -> these notes contains a lot of manual steps, that must be implemented.
– There is a minimum Support Package requirement to these notes to be implemented.
Improvement for ESS ABAP WebDynpro application.
2876047 Prerequisite objects for SAP Note 2868576
2868576 – W-4 ESS – Allowing the configuration of begin date in standard ESS
With this enhancement, users will be able to set the start date of the records created in their ESS. More information can be found in the notes.
2878349 – PAYSLIP: W-4 Form for 2020 – Fields enablement for PE51
2881474 – PAYSLIP: W-4 Form for 2020 – Fields enablement for PE51 – additional functionalities
2881471 – Prerequisite objects for SAP Note 2880845
2880845 – Tax Infotype Summary Report for W-4 2020
2881773 – W-4 ESS: ESS Web Dynpro enhancements
Important Basis Note correction:
2844646 – Ignore the local class definition, implementation, definition deffered, definition load , definition local friends changes
States W-4 blog:
https://blogs.sap.com/2020/04/03/w-4-state-withholding-tax-calculation-2020-based-on-the-state-or-state-equivalent-withholding-certificate/
Phase I and II W-4 State:
2895426 – Prerequisite objects for SAP Note 2878657
2878657 – 2020 State Withholding Tax Calculation – Based on the State (or State-equivalent) Withholding Certificate (SAP_HR) – Phase I
2891794 – State Withholding Tax Calculation – Based on the State (or State-equivalent) Withholding Certificate (EA-HR) – Phase I
2916238 – 2020 State Withholding Tax Calculation – Based on the State (or State-equivalent) Withholding Certificate (SAP_HR) – Phase II.
Regards,
Graziela
Hello,
Does SAP also updating W4 form for Java based webdynpro application? I understand this is updated for ABAP webdynpro application but our company is still using Java based web dynpro application.
Regards,
Nirmod
@Graziela Dondoni : Can you please provide any update if SAP have plan to update W4 form for Java based webdynpro application?
We too would like to know about the java based webdynpro. As the updates are not working.
Hi HR Support Team ,
Can you open an incident under component PA-PA-US? In the incident, inform that you want to be added as pilot for Java based webdynpro application.
Regards,
Virginia
Hi Virginia,
We have created OSS incident as below. Please help:
52498 / 2020 W4 form for Webdynpro java based application
Regards,
Nirmod
JAVA WD is already available. Please check it
Hello,
In note 2870071 - TAX: Filing Status customizing for W-4 for year 2020, there are new entries for marital status, 03, 04 and 08 effective 01/01/2020.
For 04, being 'Married filling jointly', are we supposed to delimit '02'?
Thank you and Happy Holidays!
Euna
Ok. '02' should still available for W4 created before 2020 according to the blog below.
https://blogs.sap.com/2019/12/16/w-4-employees-withholding-certificate-and-federal-income-tax-withholding-for-2020/
If '02' is accidentally selected for the new W-4, would the result be the same as '04'?
Thank you,
Euna
Hi -
I am still having a problem displaying the new W4 fields in ESS. The component controller context node IT0210 has the new fields, but the context node IT0210 in the view V_W4 does not. We do have enhancement code. Commenting out that code entirely does not change the fact that the new fields do not exist in the view.
We've implemented all the W4 notes. What could we be missing?
Thank you.
Hi,
We have been creating a 210 effective 1/1/2020 to test ESS. I thought if I tried to edit an existing federal 210 on 1/1/2020, the new fields would show up without the additional record. I see that this is not the case. I don’t see the new fields until a 2020 record is saved. Am I doing something wrong?
Thanks
Does anyone know if this note is related to the SAP ESS process only? Or do we all need to apply this note?
2874752 - TAX: W-4 Additional Technical Improvements (SAP_HR)
Hi Alicia Robinson ,
This is a technical pre-requisite for customer running ESS Java and has no impact for customers running ABAP WebDynpro.
Regards,
Virginia
Thanks Virginia!
We don't use the SAP ESS process and the note didn't specify it was for ESS anywhere in the description or instructions.
Does anyone have this issue with SAP ESS or PA30 after applying all the W-4 changes?
Ex: Rehire in 2020 who termed previously in 2006, IT210 for FED and MA were not delimited in 2006 upon termination (still infinite dated). Rehire now has FED and CT for IT210. We can create the new FED record of 1/5/2020-12/31/9999 because it auto delimits the old 2006 record and we can create the new CT record for the same dates because it's totally new. However, the system won't let us delimit the old MA record from 2006. We get the error about control record retro date (change before earliest date according to control record for py area). We set our main PA03 control record back 3 years due to W-2C's so it is set at 12/27/15 for a couple more periods.
According to my payroll team, this worked before we put all these changes in for the W-4. We do NOT use the SAP ESS process, but this is not working for PA30 either now.
Any input/suggestions would be appreciated.
Thanks!
We are having the same issue as well. Hopefully SAP will deliver a fix for this. You can choose delimit from PA30 and enter the appropriate date and it will delimit the record appropriately as a workaround. You can also copy the record you are trying to delimit and enter the new begda/endda dates, then delete that record. That is what we are doing for now.
Hi,
Did we ever receive a response from SAP experts on this question?
We also faced this issue as we noticed that when HR process Change of Position Action with the TaxCo transfer, SAP code copies old W4 record with the new W4 FED record with incorrect Filing Status, and causes error in PA30 screen.
We discussed this issue with our Payroll/legal team and they confirmed that we cannot forced the system to create a new W4 record upon Position Change, even though employee moves from one Company to another within the same parent company.
Please advise?
Graziella,
We have applied all the necessary notes for the new W4 and are still experiencing problems showing the new fields on ESS, even after we have created a 1/1/2020 W4 using the SAP GUI for IT210. I'm not sure what we are missing, but I'm guessing it must be a manual process we have neglected to correct.
Steve F.
Steve, are you using the ABAP Webdynpro version or the JAVA version of the form? The changes for 2020 are only available for the ABAP version....
Hi Team,
We have upgraded HRSP to 72 and then installed all the required notes for new W-4 2020. IT 0210 looks fine, filing status updated as well. BSI is currently on tub 179. However SAP payroll is not considering the with holding amount maintained in the IT 0210 & resulting in higher federal withholding taxes.
Attached few screen shots of the same.
The only thing that we missed is the BSI cyclic W, not really sure if thats the one causing this issue.
Can you please help. What could be causing the issue for SAP not to consider the exemption amount maintained in the IT 0210. This is urgent appreciate all the inputs
Thanks
JK
Cyclic W was effective beginning with TUB 175, so you should apply this.
Also if you check the marital status in the BSI log, you see it shows MS:2 which does not match your IT210 screen of MS:3 (unless this is how you have configured your table T5UTK).
Another thing you could check is the BSI Message Viewer to see if it gives you more information about how the tax is being calculated.
Thanks Alicia Robinson will apply Cyclic W & verify as well. Yes the screen shot for the BSI was wrong i guess i verified again now the MS value in BSI is 3 as well which is matching with IT 0210/T5UTK.
Will keep you posted
Thanks
Jk
Hi Alicia,
I am having similar issue as JayaKrishna
We are on BSI 11 (A-13) and have applied all the notes as you have mentioned but during testing, system ignores "Dep. Credit Amt" and just calculate tax as per default filing status (Single/0).
I reached out to BSI and together, we did testing on TaxFactory, there it was calculating correctly, and according to their conclusion, it is SAP issue.
Can you please advise, I will greatly appreciate it.
Rizwan -
We aren't on BSI 11 yet so not sure I can advise for this issue. I can offer a few question that you can check:
Hope this helps to find your issues.
Thanks for the response Alicia,
For marital status 03, when I processed payroll, BSI message was "Your request to use 3 marital status for the federal withholding tax is not all owed. This tax has been calculated using the 1 martial status".
But when I downloaded BSI interface and tested in Tax-Factory, it process fine
I was working with BSI support, they were suggesting it is SAP issue,
Have you checked table T5UTK in SAP?
Here is the screen shot of my T5UTK
Rizwan -
Sorry I can't help on this one. The table looks good since MS:3 is active. We aren't on BSI 11 yet so not sure if there is something in those settings that could be causing you an issue. The only thing I can suggest is to verify you have all the OSS notes needed and then check the BSI interface within the payroll log to make sure it's doing everything correctly as well.
No Worries, thanks, I am suspecting our development team might have missed a step or two while implementing those Notes. SAP is releasing HRSP 76 next week, therefore, we will update those, and hopefully that will correct if any Note was not applied correctly.
Again thanks for your time and effort,
Regards,
Rizwan
Today, we finally resolved this issue.
Hi Rizwan Khan ,
Appreciate you for sharing the final outcome of the issue.
Does the new server file has to come with upgrade (from Tax Factory 11)?
Where can we get the new server file or check if we have the new file in our own server?
And can we update the file one own or only BSI can do it?
We have same issue now, as we are in process of TF11 upgrade.
Regards,
Aditya
That came from BSI
Hi Rizwan,
We are having same federal tax being higher and we are upto date on all the notes in this blog. Can you please provide some details on this server file that you had to apply so we can work with BSI with the right request?
Thanks
Ambily
Hi,
I was wondering with the new Federal W4 changes in place. What does this do to IT0161 IRS Limits USA? We are facing issues since we have updated the T5UTK table with the correct filing status. The letter we received states Married, which is no longer an option. What are other companies doing in this case?
Married is no longer valid status. you should be using either 'Married Filing Jointly' or 'married Filing Separately'.
Thanks
Gayathri
Thank you Gayathri.
You are correct, however the Lock letter is for 2020 and it states Married. So we were just trying to see what others were doing in these cases. It appears the IRS lock letters should be updated to apply the new W4 filing statuses as well.
Billy –
We have left the MS 02 status valid as it was causing other issues with prior dated entries. There are also a couple of comments in the following blog about IT161 that may help you. We are still trying to review our 1st payroll of 2020 to see what impacts this may have had on us.
https://blogs.sap.com/2019/12/16/w-4-employees-withholding-certificate-and-federal-income-tax-withholding-for-2020/comment-page-1/#
Thank you Alicia! I read that blog as well and there doesn't appear to be a solution to the issue.
Hello All,
My client is based out of Colorado state and they are looking for 2020 withholding tax formula, but still I could see BSI has not release any formula for 2020. Could you please share if you have any information related to this.
Thanks in advance
Hi Graziela,
Will the new W4 fields be available for inclusion on the Remuneration Statement so the employees can confirm their choices were applied to the payment?
Thanks,
Stanette
Hi Stanette Balse,
Can you open an incident under component PY-US? In the incident, inform that you want to be added as pilot for Remuneration Statement updates.
Regards,
Virginia
I am part of the pilot and just finished verifying pilot note 2878349 worked and SAP has been notified, so I would think the note will be published shortly.
Larry
Hi Larry,
I have been trying to configure the statement to include the new fields but have not been successful. I think I have something wrong in the line layout and rules. Any assistance on what the rule and line layout should look like would be greatly appreciated.
Regards,
Lena
Lena,
I will try to put something together later today. I had a hell of a time getting things to work, so I understand what your going through.
Larry
oh that would be great Larry thank you...I have been playing around with this thing for weeks 🙂
regards,
Lena
Lena,
Do you have TEAMS? If so, please provide me with your email and I will setup a meeting at 2pm EST to discuss and share my screen. Might be easier than putting together screen shots.
Or send me a webex meeting request.
Larry
larry.suttles@uc.edu
Hi Larry,
I suspect many customers have this same struggle. Ultimately, clumsy as it may be, a set of screenshots and some written instructions or tips would probably help the greatest number of people. Or, perhaps you could record your Teams or WebEx session and create a video for others to view? Though I for one am not part of the Youtube generation that learns best through videos -- I need written directions and not having to hit pause all the time, lol!
In short... would you consider putting together your method as a blog post? I suspect it would be quite popular.
On a side note, for future reference, we do ask (as moderators) that you do not include personal information such as email addresses in your posts or comments on the Community. It invites becoming a target for spam, so it's not a good idea. Instead, you are free to include this information in your profile/bio, or if you and another member follow each other, send it via DM.
Cheers,
Matt
Hey Larry that sounds great! I sent you an email.
Regards,
Lena
Unable to save 2020 Arizona ESS form - We are currently at SAP support level 608/74 and in addition we have applied All W4 related ESS notes from Level 76. When we try to submit ESS - Arizona form, the field alternate formula is initial there On saving form system returns an exception that "Fill in the missing fields" and then alternate formula field is no longer on the screen.
This is the only state that we are experiencing issue.
We have applied all the Notes, and have upgraded to BSI 11 (A - 13). When I test the payroll, system is calculating at single and zero (default filing status) and ignores amount in "Dep. Credit Amount". I checked with BSI, and when we ran BSI Interface in TaxFactory, it calculates the correct tax amount. but in SAP it is just calculating at default filing status. Any idea?
I am on Tax Factory 10 cyclic T bulletin 181 .... is it required to by at cyclic W for the new 2020 W4?
Thanks,
Brandyn
Hi Brandyn,
I was working with BSI for my issue, during my discussion, she did mention that cyclic "W" is required for 2020-W4.
Hi Brandyn Richmond and Rizwan Khan ,
Yes, cyclic 'W' is required for 2020 W-4.
Regards,
Virginia
Can someone tell me if SAP is supporting the W-4P? It is the W-4 for pensioners. Prior to the change this year, the W-4 and W-4P were pretty much the same. Now the W-4 changed but the W-4P didn’t so they are different. W-4P still has exemptions etc. How can we handle this for the different groups?
Billy - check out the very first post on this blog. W-4P was the first post.
Thank you Alicia.
I see SAP doesn't support the W4-P, however per the US Federal Government it is a valid form and therefore we should have a solution from SAP to support this legal form. My client is pushing for a solution. I am hoping SAP will respond so I know what to tell them.
Hi all -
- -Tax Factory 10 cyclic W bulletin 181 - -
I am not seeing any difference in my FED withholding when toggling the Multiple Job Indicator checkbox. It seems to be using the first tax table regardless. I have attached a couple screenshots.
Any help is appreciated?
Thanks for the response Larry.
I am not seeing the “WF: 1,2” value in my BSI log. We have implemented 20+ notes (... and counting). Does anyone know what note and/or manual steps specifically address the BSI log in the payroll schema?
Thanks, Brandyn
Looks like I am missing 2855896 ... and its pre-reqs.
The validity date added into the ESS screen is very good, however when we go into the screen it is not visible because it is at the bottom. Employees do not initially think of scrolling. Since HR / Payroll is a date driven system, why is the Validity section at the bottom instead of at the top? It should be either before the "Personal Information" section or at least before the "W-4 Information" section. Especially since by changing the date to a 2020 date the display in the W-4 section changes.
Please move the Validity section up higher on the ESS form to a more logical location.
Thanks,
If SAP does not do this (it actually matches/consistent with most all of their other ESS WDA apps), it is very easy to create a custom WDA configuration and move it to where you like.
Thanks Chris, as an example to your custom suggestion we have customized the ESS JAVA and Web Dynpro ABAP applications to more closely match the actual W-4 form. (We modified both as we started out planning to use Web Dynpro but we decided to go with JAVA for now to match our other production applications):
Keep in mind that this was done by our Web team (programmers) and it is not configuration:
Shameless self promotion? haha
I just published this blog that details an enhancement made to "filter" the filing (marital) status for the 2020 W-4 in ESS.
https://blogs.sap.com/2020/01/21/ess-2020-w-4-filing-status-fix/
I hope it is helpful for others.
Graziela...Would SAP be releasing 2020 Form SC W-4 for the state of South Carolina?
Thanks.
H All
we are using Symmetry and we have uploaded the new W4 -FED
However, we are encountering an issue with the 6 states that have new W4 form like DE, CO, UT, NM the new fields are not showing it IT0210.. we did the mapping as requested by symmetry . it's working for FED but not for the states that are following the W4-Federal Form ( Delaware , Utah, New Mexico, Colorado...etc ).
Will SAP be releasing new notes for States following the FED W4 format.
This is an urgent requirement please if you can assist.
Thank you!
Cheryl –
This question has been asked and SAP’s reply was that they are only releasing Federal. I’ve seen in the comments that a few people have logged a message with SAP, but haven’t seen that any of them have gotten a response from SAP yet. I will be joining the others and logging a message with SAP in the next few days.
We also use Symmetry, but chose not to make the changes because it would only cause us more issues.
Thank you for the update.
we are logging a message as well with SAP today
Any update on this please
Hi All,
We are just realizing that we are having the same issue with concurrent employment that Larry mentioned back on December 10. Employees are having additional assignments added so they now have a 2020 record and have not submitted a new W4. I opened a note with SAP but has anyone found a way to get around this?
Thanks
Brenda
Brenda,
We were unable to come up with a solution. Hopefully SAP will reconsider and fix the CE issue if enough customers complain.
Larry
We are having the same issue. We have opened a message with SAP also, 64590 / 2020, and received a very frustrating initial response that we should change on CE configurations to not copy IT0210 across all assignments. Unacceptable. We need SAP to resolve this CE issue with the new W-4.
Correction to my last post, we are using SAP delivered program RPUFIXDS to fix all existing CE records.
Larry
Good afternoon all. We have taken the route of adding HRSP up to E9 to cover all the notes and activities required but still cannot display the new fields in ESS. We are still running ESS in Java. We have added the new status entries in Table T5UTK and those are displayed but cannot get the field for Credits for dep.
In test we deleted a W4 so that we could create new with no luck still. Can anyone tell me what we may have missed? It is almost like we need to activate something. All new fields are visible in ECC.
We are running SAP_HRCUS 604 0148 SAPK-604E8INSAPHRCUS Sub component SAP_HRCUS of SAP_HR.
I found today that there is a pilot note 2876327 which is referenced for JAVA ESS but I do not have access. May we be added to the pilot group for access? Thanks.
Hi Debbie Satterfield,
Can you open an incident under component PY-US? In the incident, inform that you want to be added as pilot for ESS Java?
Regards,
Virginia
Thanks Virginia. Incident 68556 / 2020 Access to Pilot notes created.
Hi,
With the new W-4 in ESS Webdynpro ABAP is there a way to display the current W-4 (pre 2020) so Employees see what they currently have? We are getting a lot of calls regarding this. The current W-4 is in the overview but does not include all the details and once you click on this to open it is displaying the NEW form.
Thanks
Trudy Karley
Hello,
Beginning January 1, 2020, Employee’s Withholding Allowance Certificate (Form W-4) from the Internal Revenue Service (IRS) will be used for federal income tax withholding only.
You must file the state form Employee’s Withholding Allowance Certificate (DE 4) to determine the appropriate California Personal Income Tax (PIT) withholding.
Is SAP planning on releasing a note for the ABAP WebDynpro ESS requiring an employee to complete a new CA withholding form when completing a new FED W4?
Thank you!
Nancy
Shameless self promotion.....for those looking to customize the ESS W4 Webdynpro app, I did a series of blogs....
https://blogs.sap.com/2020/01/24/ess-anatomy-of-the-2020-w-4-webdynpro-application-and-customization/
https://blogs.sap.com/2020/01/21/ess-2020-w-4-filing-status-fix/
https://blogs.sap.com/2020/01/24/ess-2020-w-4-filing-status-value-fix/
https://blogs.sap.com/2020/01/29/ess-2020-w-4....lets-talk-label-texts-and-customization/
Each blog also refers to this blog (link back). Hope it helps!
Hi All,
Regarding supplemental tax when an employee has selected Exempt status on IT 0210
Prior to the W-4 update for 2020 we had the Tax Exempt Indicator field grayed out and our users entered 99 Allowances if they wanted to be exempt from Federal tax withholding. With the changes we lost the Allowances field so we un-grayed the tax exempt indicator field. However, when we process a supplemental payment, e.g. a bonus, in a regular payroll both the regular wages and the supplemental payment are tax exempt. Can anyone tell me how they handle this so that the supplemental wages are taxed correctly even when the employee chooses exempt status?
Thanks,
Averil
What is everyone doing to prevent ESS users from selecting the old marital status values?
Hi Deborah Moses
Can you ellaborate your question on the selection of old marital status value? How is your T5UTK configured?
Regards
Virginia
Hi Virginia,
Due to a number of comments on this and, I think, on your other W-4 blog, about errors that crop up in PA30 when editing records with “old” W-4s using the old marital statuses, many of use ended up leaving the old statuses as valid alongside the new ones, in order to avoid those errors. So, we end up with a T5UTK that looks like this:
Perhaps Note 2875533 (Delimited Filing Status Description resulting in validation error in Decoupling Framework in specific situations) fixes this issue?
Cheers,
Matt
Can anyone tell me the SAP Error Message number for the ESS message: Please choose the declaration? Thanks!
Hi Edie Hopkins
Can you explain when this message appears?
Regards,
Virginia
It appears if the employee saves their W4 changes and they have not checked the declaration box
Hi Edie Hopkins
In this case, the Declaration checkbox needs to be selected.
Regards,
Virginia
Hi Virginia,
Yes, I know the box needs to be checked. I was asking if you could provide me with the SAP Message number? we would like to change the text that is displayed, but our developer needs the actual SAP message number. Can you provide this?
Thank you
Hi Edie Hopkins
Message number is 007, class HRESS_US.
Virginia,
Thanks so much!! Appreciate your assistance.
Hi Graziela,
The current design is unforgiving if a PA30 keying mistake occurs on the start date of the W4 requiring the pre-2020 form to be active for some portion of the 2020 year.
We locked retro on our Payroll Control Record to Pd1 2020 last week after the W2s were filed. We have always been told not to delete the production system's Payroll Control Record for any other reason.
Issue:
Employee provides updated W4 to be effective 2/1/2020. Mistakenly keyed date as 1/1/2020, deleted record starting on 1/1/2020 but cannot correctly extend or create a new record for the extension of 1/1/2020-1/31/2020 matching the 2019 W4 format.
Essentially, the 2019 active record should have been copied with a start date of 2/1/2020 but was not.
If the employee expects their changes on 2/1, we cannot use the 2020 W4 format for the gap of 1/1/-1/31/2020.
What is your recommendation for this type of correction without deleting the control record?
Thanks,
Stanette
Hello community,
SAP has released the announcement of legal changes for the States:
https://launchpad.support.sap.com/#/legalchangenotification/NoteInforSet/jira=GSREQAMER-394/MidColumnFullScreen/0
Regards,
Graziela
Hi,
After updating BSI to 10w TUB level 182 to get the 2020 W-4 working properly for non-resident aliens (NRAs), we found significant Federal tax calculation errors on former NRAs who became residents and had the NRA checkbox on IT0210 cleared - but the alternative formula was inadvertently left as 2. Prior to TUB 182, this formula 2 data entry error was ignored and the employees were taxed regularly (married or single, and all allowances taken into consideration). After TUB 182 these employees are taxed single, high rate table, and as though they have a deduction credit entered equal to their entered allowances times 2 times 4300. We are unable to correct these as it would require we convert these pre-2020 W4s to post 2020 W4s in IT0210. I am wondering if anyone else has experienced this?
Regards,
Gregg
We found the same issue after the application of TUB 182 and Cyclic W.
How did you resolve it?
Hi Deepak,
I opened a note with SAP/BSI on 2/7/20 and it seems to have stalled in their "Tier 1" support. I have since inquired about the status repeatedly. Each response being they are still working on resolving the issue. I hoped that, with this blog entry, I could solicit additional inquires to SAP/BSI regarding the issue; possibly prompting them to consider a more timely correction.
Gregg
BSI has just reported to me that a correction is scheduled for bulletin 187 (4/1/2020).
2872242 TAX: Exempt indicator does not change fields for W-4 for year 2020
This note is not working as mentioned. Neither it wipes out the exemption/additional amount etc and also not changing the to display only.
Anyone face this issue?
This note says it is for PA30.
Does that mean SAP will release another one for ESS ABAP WD? Are they suggesting us to hide Exempt status in ESS?
Thank you,
Raj Mahadevan
Hi Raj,
Your question has been answered in the other blog.
Regards,
Virginia
Hi,
We're trying to apply note2881474 and my BASIS asked about new values in step 1-4 in the manual instruction.
There's only one field, WHFYR, is marked. Can anyone advise what is the other field?
Thank you,
Euna
Hi Team,
I am having same issue as Rizwan Khan .
We are in the process of upgrading to Tax factory 11.
With Tax Factory 10, we don't have any issues in payroll tax calculations.
Right now in upgrade environment, we are on TaxFactory 11.0.b | Cyclic B | Regulatory 020 | TaxLocator 09 and during testing, system ignores filling status 04 Married filling jointly and just calculate tax as per filing status (Single/01).
The BSI messages log is as below:
1008
YOUR REQUEST TO USE 4 MARITAL STATUS FOR THE FEDERAL WITHHOLDING TAX IS NOT ALL
OWED. THIS TAX HAS BEEN CALCULATED USING THE 1 MARITAL STATUS.
Raised issue with BSI too and haven't received their analysis yet.
Checking if someone faced/facing similar issue while upgrading and have a solution.
Rizwan Khan Does the new server file has to come with upgrade (from Tax Factory 11)? Where can we get the new server file or check if we have the new file in our own server? And can we update the file one own or only BSI can do it?
Hi Aditya,
The employee that you are testing has IT161?
As IRS didn´t release the new IT161, you need to use in this case the old status.
Regards,
Graziela
Hi Graziela,
The test case doesn’t have an active IT0161 maintained or in any previous periods.
Regards,
Aditya
Graziela Dondoni
I received the below update from BSI support:
“There was update change on TF11b. The command lines where the parameters are placed are different in TF11b from TF10.
You will need to communicated to your payroll provider that the parameter: [WF:] will no longer displays on the EPC line of the BSI Interface log, but will now be entered on the ADC line of the BSI Interface log.
For Example:
BSI Interface
ATC ET: 0
IPC CC: XXX GC: EG99
EPC PP: 12 CD: 00/00/2020 PT: REG
YP: 4 PH: 0.00
GU: 0
BD: 00/00/1971 RS: NY PS: NY
RC: 1 DT: 01/31/2009
GW: 0.00 WF: 0,0 <= Old display
ADC TC: BSI00000000 NR: 0 RP: 0 RC: 0 SE: 0 NX: 0 WF: 1,1 <= new display"
Please check and let me know if this is already released through SAP note.
Regards,
Adiitya
Hi Aditya Surapaneni ,
This change is delivered via SAP Note 2878657 – 2020 State Withholding Tax Calculation – Based on the State (or State-equivalent) Withholding Certificate (SAP_HR) – Phase I.
For more information, you can refer to this blog https://blogs.sap.com/2020/04/03/w-4-state-withholding-tax-calculation-2020-based-on-the-state-or-state-equivalent-withholding-certificate/, in the BSI Interface section.
Kind regards,
Virginia
Hi Virginia,
Applied the note and my issue to calculate the FED taxes based on the status Married - 4, rather the status Single -1 is now resolved.
However, I started seeing the below message in the BSI message and status:
1055
THE WITHHOLDING FORM'S YEAR AND/OR MULTIPLE JOBS BOX 2 VALUES ARE INVALID AND HAVE BEEN IGNORED. THE CALCULATED TAXES SHOULD BE CHECKED FOR ACCURACY.
As I cross checked, all the calculations are happening correct. I ran the payroll for following pay periods as well and the message keeps on coming in all the pay periods logs.
Thank you
Virginia Soares Graziela Dondoni
Hi Aditya Surapaneni
These messages from BSI do not always mean an error. If your taxes are correct, you can ignore such message.
Hello Virginia Soares
I did the batch test with the log in the BSI portal and don't see these message out of BSI.
Seems, this is being generated only because of SAP.
As stated earlier, no tax calculation issues at this point. But we like to know the root cause, so that we can be sure for any future scenarios in production system.
Do you want me to open an Incident with SAP for this?
Regards,
Aditya
Hi Aditya Surapaneni ,
Considering that there are no errors and no tax calculation issues, you can open an incident with medium priority, if you think is needed. If you open an incident, just mention about the interaction we had in this blog and the solution provided and that you’d like further investigation on the message, even though tax calculation was correct.
Opened Incident#239103/2020
Hi Aditya,
I am getting the same message as well, though the results look fine but this message is bothering me. I am glad that you have created an incident already, therefore, I will watch this thread for an update.
Please do update us, once you hear back from SAP.
Regards,
Rizwan
Hi Rizwan/Team,
The messages are due to passing the W42020 Withholding form (WF) values through all the Tax Authorities in the payroll run.
Ideally, the WF 1,1 or etc entries are valid only for FED (Tax Authority) 001 (Tax Type).
WF entries are passed into BSI log throgh SAP for non FED 001 entries as well. Hence the log shows the message 1055.
Since at this point payroll calculation/tax calculation is not impacted, we are been asked to move forward.
However, I have requested to check if SAP can stop generating WF for non FED 001 types. Which may remove the 1055 message from the log.
SAP is working on it.
Regards,
Aditya Surapaneni
Hi Aditya,
We are getting the high FED taxes and the 1008 message about filing status 04 not being allowed.
Did applying note 2878657 immediately resolve the issue or was there config you needed to do? Did you reload the server file too?
We have note 2878657 in place and set up filing status 04 in T5UTK, but the issue persists. I have created an incident, but was wondering if you can perhaps remember an extra step that might be helpful to us 🙂 This is such a great forum for knowledge sharing!
Thank you!
Vicky
Hi Vicky,
I am having the same exact issue wherein the notes 2878657 have already applied in the system, but still, the taxes are higher.
Did SAP respond back to you on the incident and what was the fix?
Regards,
Mohammed.
Hi Graziela,
IRS released the new 2020 form for lock-in letters. ? We received our first lock in letter with the new form and the 161 is not compatible.
Any idea when SAP going to do a release for this? I could see it is scheduled for 08/14 planned release. hope it will be released this Friday.
Thanks
Gayathri
Is there a note released? I dont see anything in marketplace.
Thanks
Gayathri
Hi Aditya,
We are having similar issue, with BSI message 1008. Have you find any solution for this issue. How did you resolve. Can you please share how to proceed!
Thanks in advance.
Subba
Hi Graziela / Virginia,
Since the new W-4 screen in IT0210 doesn't have any allowances field at FED level, does this mean that the IT0161 can be ignored at FED level as there is nothing to compare the lesser value to exempt ?
I've tested the existing prior to 2020 W-4 record and created a record in IT0161 and system is behaving as expected.
I assume that the IT0161 and IT0210 comparison will remain as-is. However, i'm curious to test for some of the states states which recently announced the changes based on new W-4 form. eg: DE
As indicated by Aditya, i've come across the same issue for Federal allowances which is ignoring the new Filing status which is based on W-4 form and calculating at single status and also BSI is returning the message. Will apply the note and see if this is taken care.
Thanks
Madhav
Hi Madhav B,
In this other blog page https://blogs.sap.com/2019/12/16/w-4-employees-withholding-certificate-and-federal-income-tax-withholding-for-2020/, you can refer to the What You Need to Know About the New Federal Form W-4 in SAP system, section where it says:
Let me know in case you have further questions.
Kind regards,
Virginia
I am having somewhat a similar issue, we have an existing IT0161 for an employee and have updated IT210 effective 1/1/2020, After the update I am seeing that , IT 0161 is completely ignored and the system is calculating taxes based on IT 210 rather than on IT 0161 , where the marital status is "2" and no of exemptions are "1"
I have already applied the Note 2880846 and 2888094 , and I am yet to apply SAP Note 2878657
We are on BSI 11/ Bulletin 20 / Cyclic A
Will applying SAP Note 2878657 Fix the issue , anyone facing a similar issue
The BSI Log is calculating on the new Parameter WF: 1,1 , Rather than the old as stated in Note 2888094
ATC ET: 0
IPC CC: US01 GC: EG99
EPC PP: 26 CD: 01/10/2020 PT: REG
YP: 0 PH: 85.75
GU: 0
BD: 01/01/1970 RS: MI PS: MI
RC: 1 DT: 06/08/2019
GW: 1396.07 WF: 1,1
ADC TC: FED NR: 0 RP: 0 RC: 0 SE: 0 NX: 0
HUD TT: 001 FN: 1 PW: 1396.07 HW: 80.00 MS: 3 NE: 0
ADD TE: 0 RN: 0 PW: 1.00 RF: 0
VDC AT: 0
SDC SM: 9 BW: 1396.07
EDC DE: 0 NA: 0 TC: 3000.00
LUD ES: 0 SA: 0 PND: 0 MND: 0 QND: 0 YND: 0
Hello Ejaz,
The system will calculate the withholding tax amount using both IT 210 and IT 161 and then choose the highest. Check question 3 on IRS Lock-in letter FAQ: https://www.irs.gov/businesses/small-businesses-self-employed/withholding-compliance-questions-and-answers
If you believe the Lock-in letter (IT 161) should withhold more taxes than the new W-4, then create an incident so we can have a look in your system.
Best regards,
Marcelo
Hi Marcelo,
After applying Note 2878657 , it did take care of a lot of tax issues around IT 0210 and also IT0161 . If I still detect variances then I will open a message with SAP
Thanks
Ejaz
Hello -
Has anyone had issues with IT0210 for Federal in which the "use higher withholding rates schedule" checkbox backend options have been changed?
When we started these changes for Federal and even the states still following federal the backend options for this field were - 0 or X. It appears that the "0" has now been replaced with "blank".
We use Symmetry to process our W-4 feed to IT0210 and after we upgraded our SAP system two weeks ago we started getting rejects about an "invalid value on IT0210" for any Federal W-4 change. When we looked at the code, it's now expecting a "blank" or "X". I would think this would cause others issues as well so just trying to see if anyone has hit this.
Thanks,
Alicia
Hi Graziela,
I have reviewed above and someone posted the issue related to new W4 form, created via PA30 with incorrect Filing Status. We are also facing the same issue and not sure if SAP has already some solution to address this issue.
We noticed that when HR process Change of Position Action with the TaxCo transfer, SAP code copies old W4 record with the new W4 FED record with incorrect Filing Status, and causes error in PA30 screen.
We discussed this issue with our Payroll/legal team and they confirmed that we cannot forced the system to create a new W4 record upon Position Change, even though employee moves from one Company to another within the same parent company.
Please advise?
Thanks
Hello Diwakar,
I have noticed that you already opened an incident about this, my colleague is checking this and will to you accordingly.
Kind regards,
Graziela
Hi Graziela,
Thank you very much for swift response.
I did also post this question her as I wanted to understand if any other SAP customer reported this issue so far?
Hello All -
We just upgraded to S4HANA and noticed the Michigan W4 (IT0210) no longer accepts filing status 'blank'. Its requiring Single (01), Married (02), or Head of Household (06) .. even though those are not options on the physical form.
Has anyone experienced this? Is 'blank' the same as Single (01)?
Thanks,
Brandyn
Hello All,
This W4 form changes is for active employees only? Or new changes is applicable to W4-P form for retirees also.
Thanks and Regards
Jaikishan
Hi Jaikishan,
Just for active employees.
Kind regards,
Graziela
Thank you Graziela!!
But when I try to update IT0210 Fed record for retiree it is showing new fields of W4 form. we need to do any configuration changes?
Thanks and Regards
Jaikishan
Hello Jaikishan,
Yes, you will see the new fields. but as far as I know there some differences for W4-P which this format for the active employees will not fulfill.
Refer to blog:
W-4 Employee’s Withholding Certificate and Federal Income Tax Withholding for 2020 | SAP Blogs
1- Is W-4P for Pensioners supported? Is there an updated version for W-4p?
The Infotype 0210 is designed to support the regular W-4 form only.
Kind regards,
Graziela
Hi Graziela,
Where do we maintain no of allowances for pensioners in IT0210? as I don't see that field from 2020.
do you want me to create incident to SAP?
Thanks and Regards
Jaikishan
I mean to say where do we update no of exemption value for retirees in IT 0210? as that field is no longer available.
W4-P form is not supported by SAP?
Thanks and Regards
Jaikishan
Hello Jaikishan,
As mentioned before:
W-4 Employee’s Withholding Certificate and Federal Income Tax Withholding for 2020 | SAP Blogs
1- Is W-4P for Pensioners supported? Is there an updated version for W-4p?
The Infotype 0210 is designed to support the regular W-4 form only.
Kind regards,
Graziela
Hello! Graziela Dondoni is it possible to embed this W-4 Web Dynpro ABAP used for ESS in FIORI?
Hello Jorge,
Please refer to the FAQ number 4 of blog W-4 Employee’s Withholding Certificate and Federal Income Tax Withholding for 2020 | SAP Blogs
4- Will the changes to the ESS W-4 also be applied to the UI5/Fiori versions?
No, Fiori for W-4 is not planned to be delivered.
Best Regards,
Carlos
Hello! Carlos! thanks by support! But... is it possible to embed this W-4 Web Dynpro ABAP used for ESS in FIORI?
Hello Jorge,
As stated before, Fiori for W-4 is not planned to be delivered on our standard application.
If you embed W-4 for ESS in Fiori, this would be a custom solution.
Kind Regards,
Carlos
Hi,
As per SAP note - 3042301 - TAX: Enablement of Federal W-4 legacy data. IT0210 designed is changed to support old format also.
We need to do any customization to make this option available on ESS portal?
Use Higher Withholding Rates Schedule: and filing status is not working in ESS I get error message as "Filing status 03 not valid for selected Withholding Format. Check entries"
Thanks and Regards
Jaikishan
Hello Jaikishan,
The changes for W-4 Legacy Data on HR Renewal have been delivered by note 3057092 - TAX: Enablement of W-4 legacy data (HR Renewal).
For the error on the filing status, my suggestion would be to check table T5UTK and ensure that the filing status are correctly maintained.
You case use KBA 2968880 (Filing status 00 is not valid on date MM/DD/YYYY - HRPAYUS_MESSAGES205) as a guide on this check.
Best Regards,
Carlos
Hi,
The Enablement of Federal W-4 Legacy data has been enabled with our recent patching. Is there a way to disable it or hide the radio button for Allowances Withholding (original) as the scenarios to use the old format would not apply to our company.
Hello Deborah,
The radio buttons for the Original/Redesigned options have been added to the screen of IT0210 and one of these options must always be selected.
Since there should be no standard way to hide this option, you can input the begin date of the IT0210 on PA30 initial screen before selecting to create the record. This would avoid any issue, as it's intended to automatically set the Redesigned form when opening IT0210.
For further details on the W-4 Legacy Data delivery, please refer to KBA 3124528 - W-4 Legacy Data – Changes in IT0210.
Best Regards,
Carlos
Can someone explain to me how ESS W4's should work if they are pre-2020 form for FED? We are testing the Webdynpro for ESS W4's and if someone has a pre-2020 FED form and we try to update its values which should go to the new form for FED after 2020 nothing is being saved. For instance, I filled out values for Total Credits for Dependents, Other Income, and Additional Deductions and when I hit save the values are cleared out and a new record is saved in IT210 with the "Original" withholding format selected.
Kyle
Also, it seem like note 3119877 addresses my issue but when I try to view it in SAP One Launchpad it says it is not available. Is this currently being worked on?
Kyle
Hello Kyle,
When editing a pre-2020 record on ESS, the system should save a new record and change the format to Redesigned.
There is a bug on this as the system wasn't changing the format to Redesigned and the new fields were being cleared, which should be the scenario you've illustrated.
As you correctly appointed, note 3119877 is the solution for this issue. You cannot access it as it is in pilot release. In case you would like me to add you as a pilot customer, please report this scenario on an incident for PY-US-TX component.
Sincerely thanks,
Carlos
Kyle, Carlos, and Graziela,
I have just discovered that we have the same problem that Kyle describes. I didn't think we would, since we haven't done anything to change our ESS W-4 (WDA) delivery, but now I realize the bug was introduced with HRSP 98 for EhP8.
I also note that the KBA 3124528 includes a link to the pilot Note 3119877, but 3119877 remains unavailable.
As I've now determined that this is a production issue for us (and thus high priority), introduced a month ago when we put HRSP 98 into production, I'm going to also open an Incident to request access to the pilot Note.
Cheers,
Matt
Hi Matt,
Thank you for the update.
After you create a case I will take over.
Kind regards,
Graziela
Thank you Graziela,
I've just submitted it. It's Incident 888457.
Cheers,
Matt
Hi Matt,
I took over the case and provided you the access for the pilot note.
In case you have any feedback, feel free to share with us.
Sincerely thanks,
Carlos
Thanks, Carlos. The Note solved the problem! Also, I see that today it became generally available to all customers.
Hi Matt,
Great to hear that the issue has been resolved, I appreciate the feedback!
Best Regards,
Carlos
Hello Kyle,
I noticed you already opened a case.
I took it over.
Kind regards,
Graziela
When creating a 2021 record either directly in infotype 210 or ESS, we are seeing the federal fields on the NC state form. Is there a fix for this?
Hello Kristy,
Please check your customization on views V_T588M and V_T588MFPROPC to see if the federal fields are enabled for NC.
Best Regards,
Carlos
Hello,
We are noticing that we are still being allowed to use the filing status of 15 or Married single rate when using the redesigned form. From note 3124528, we would not expect that to happen as it does not seem to be a valid filing status for the redesigned form. We do see that filing status 02 or Married is correctly invalid for the redesigned from, but we are not sure why filing status 15 is still being allowed. Any thoughts?
Stacey
Hello Stacey,
According to KBA 3124528 (W-4 Legacy Data – Changes in IT0210) the Filing Statuses that are valid for the Redesigned form are:
Therefore, these are the only Filing Statuses that should be valid on T5UTK as from 01.01.2020.
If you are being able to save an IT0210 record with Filing Status 15, I might say that this entry has not been delimited on T5UTK on your system.
Happy Holidays,
Carlos
Hello Carlos,
We do have both 02 Married and 15 Married single tax rate delimited as of 12/31/2019. Married 02 does not allow during redesign and yet Married single rate is allowed during redesign.
Stacey
Hello Stacey,
Would you please open an incident addressing this issue? Please use component PY-US-TX.
I will take over this case as I would like to further check the scenario.
Sincerely thanks,
Carlos
We have an issue with filing status as well. If a person has Form W-4 with an effective date prior to 2020 and attempts to create a current record, in ESS, with either Filing status '3' or '4' hard error and message ie. "Filing Status 03 not valid for selected Withholding Format."
If I attempt to copy record in SAP, infotype 210 I receive same error message and I am not able to save the change. However I can create the record.
Will Note 3119877 address this issue? In T5UTK -
Hello Kristy,
Yes, note 3119877 (TAX: IT0210 withholding format doesn't change to redesigned format in ESS) is supposed to address this issue.
Would you please apply it and then retest the scenario?
Best Regards,
Carlos
Carlos, this worked. Thank you for your help.
Hello Kristy,
Great to hear that, thank you for the feedback!
Kind Regards,
Carlos
Hello,
We have applied this 3119877 note and most of our issues are fixed.
We got a new issue and it is impacting some employees.
In the ERC portal, we are not allowing employees to select the withholding format, it should update to Redesigned 2020 TCJA format but for a few employees, it has incorrectly been updated to Allowance withholding (Original).
We think SAP is pulling from the prior IT0210 record information with allowances value. Can you take look at this?
Thanks and Regards
Jaikishan
Hi Jaikishan,
Which is the SAP_HR and EA_HR in your system?
Thank you,
Graziela
Hi Graziela,
SAP_HR 608 0099 SAPKE60899 Human Resources
EA-HR 608 0099 SAPK-60899INEAHR SAP Enterprise Extension HR
Thanks and Regards
Jaikishan
Hi Jaikishan,
I see that you have opened an incident addressing this issue.
I took it over.
Thank you,
Carlos
Hello Everyone,
We are at SAPK-608A2INSAPHRCUS. All of the earlier mentioned notes are applied. However, when an employee with a pre-2020 W-4 comes to pull up their W-4 on the screen, if they have a filing status of '02', an error 'Filing status 02 not valid for selected Withholding Format. Check entries'.
Is there something we can do to get around this issue?
ESS W-4 Error
Thanks in advance!
Kim
Hi Kim,
What we did was not end-date the validity on the "pre-2020" filing statuses, since you still need those to "work" (in PA20 as well as ESS) for staff with pre-2020 W-4s. So, in T5UTK for Authority FED, using status 02 as an example, I delimited the old record with an end date of 12/31/2019, and created a new record from 1/1/2020 onward with a new Long Text of "Married (Pre-2020 W4 Only)." I did the same for status 15, which used to be "Married but w/hold at higher single rate," and starting in 2020 reads "Married/Single Rate (Pre-2020 W4 Only)."
Not an official solution, but it's working for us. If someone creates a new W-4 and chooses one of those old invalid statuses, despite the text saying not to, the system's logic will convert that to status 01 during the tax withholding calculation anyway, so it still works. And you can always periodically run reports to see who is using those.
Cheers,
Matt
Hi Matt,
Thanks for the quick response, but we already tried that and it is still not working.
T5UTK
Is it possible to have an option to disable the presentation of the pre-2020 elections?
Thanks!
Kim
After application of SP's 98-B1, HR_INFOTYPE_OPERATION is not working for P0210-TXSTA at the state level. Has anyone else experienced this?
Thanks! - Kim
Hello,
Our HR dept entered a new W4 record yesterday for an EE and somehow the previous W4 record from 2019 disappeared. I don’t know how they were able to delete the record because we were not able to delete the record in the test system. We tried multiple times to recreate the scenario by copying the record, changing the record, and deleting the record and each time I received an error message. HR claimed that they overrode the old record with the new record via the change button but I was unable to do the same in test. In any case, the 2019 record was added back but SAP is not allowing HR to choose the withholding format button for Allowance Withholding and the record automatically has the Redesigned button marked. The tax authority is FED, the filing status is 15 (which is maintained in T5UTK with an end date of 12/31/2020. In the test system, the old W4 record is there with the same selections but with "Allowance Withholding format" which is what they tried to re-create in prod but again, after adding the 2019 record back, the only format active for selection is "Redesigned". How can this be? Please kindly let me know if you can help. Thank you!!
Forgot to mention we are at SAPK-604I5INSAPHRCUS
Hello Elizabeth,
Would you please try following these steps on your system?
There are intended to make the scenario to work as expected.
1. On PA30 transaction, select to create a FED IT0210.
2. Select the Withholding Format.
3. Enter the Filing Status.
4. Change the Begin and End date.
5. Press enter.
6. Save the record.
Thank you,
Carlos
Thank you Carlos! This was tested and seems to work as a solution for us. We are having HR follow this procedure in production. Much appreciated!