Product Information
U.S. Tax Reporter Year End 2021
Hello community,
As the Q1 due date in April 30th, this blog is not updated anymore. The blog for 2022 has been created, if you have any question, please post there.
Another Year with our U.S. Tax Reporter Year End blog. If you have questions about 2021 Year-End reporting, you can post it here. This blog will be updated with tips, best practices and, SAP Notes related to this subject.
To be able to access the Year-end 2021 in the Globalization finder page you need to be logged on (similar to SAP Service Marketplace) because it is a gated area and would need authorization.
To review the planned Legal changes for US, start the Announcement of Legal Change application. You can find detailed information about the Announcement of legal changes on this blog.
Year End notes
3082167 – U.S. Tax Reporter Year End 2021 Announcement
3085142 – Year End 2021 Phase I for U.S. Tax Reporter -> You can just apply this note via Support Package
3082151 – W-2 / 1099-R Forms, Envelopes and PR Approval letter for year 2021
3100510 – Year End 2021 Phase II for U.S. Tax Reporter -> You must apply the prerequisite note and run the report NOTE_3100510, which is delivered in the prerequisite note:
3120702 – (Prerequisite objects for SAP Note 3100510)
3132965 – Year End 2021 phase III for U.S. Tax Reporter -> You must apply the prerequisite note and run the report NOTE_3134256, which is delivered in the prerequisite note:
3134256 – (Prerequisite objects for SAP Note 3132965).
3123716 – TR: Short dump when generating a Form W-2 that reports a 3-Digit Tax Type
3135634 – TR: Eugene Tax Type 106 not processed into Third party for W2 (FED) TemSe file
3136264 – TR: multiple blank output W-2 form pages for New Jersey employees
3138406 – TR: Year End 2021 additional U.S. Tax Reporter changes.
3138997 – TR: Q4/2021 changes for OH ICESA file format
3138872 – Tax Year is missing on W2 form for USERRA
3143778 – TR: Year end 2021 additional U.S. tax reporter changes for the city of Detroit
3140277 – TR: W-2 PR 21 not printing the employer phone field
3144794 – TR: Year end 2021 additional U.S. tax reporter changes for the city of Grand Rapids.
Additional notes
2464161 – TR: W-2 User Guides for HCM US Tax Reporter
2464078 – TR: 1099-R User Guides for HCM US Tax Reporter
Correction notes
3118379 – TAX: RPCALCU0 ignoring tip income after SAP Note 3054328
3118875 – RPCALCU0: technical changes regarding performance for TaxFactory SaaS
3099278 – SAP GUI F4 Amodal control : Search help Internal error table format.
KBAs (Knowledge Base Articles)
2480185 – TR: Tax Reporter – Online W-2 Enhancement Video
3081097 – KBAs (Knowledge Base Articles) for Payroll USA
3124528 – W-4 Legacy Data – Changes in IT0210
ASUG Webcast: HCM U.S. Payroll and Tax Reporting 2021 Year End Update
- ASUG webcast was concluded on October 7, 2021.
- Recording and slide deck for the ASUG webcast can be found here.
- Slide deck is also attached to the SAP Note 3082167 – U.S. Tax Reporter Year End 2021 Announcement.
Limits for 2022
3079731 – BEN: Limits for HSA in Tax Year 2022
3117309 – BEN: Annual limits year 2022
3136963 – GARN: IRS Publication 1494 for tax year 2022.
Kind regards,
Graziela
Thank you Graziela! Very good initiative as always.
Thank you, Roger! 🙂
Hi Team,
SAP Note 3124528 is W4 legacy data. With this client can now use PRE W4 (IT 210 FED) or W4 2020 (IT 210 FED after 2020).
My question: In PRE W4 2020, we have a filing status called 02 : which is married. This become obsolete when we moved to New W4 2020. Since SAP is bringing back this change , so now can we start using filing status : 02 for all record (IT 210 FED) if payroll team choose PRE W4 2020 as an option.
Need your input.
Hello Hemanth,
Your question has already been answered on the W-4 blog here.
Best Regards,
Carlos
And so it begins...
Where did 2020 go?!?!?
Hi All,
FYI....
Best of Luck to all (including us ;))
Mani
Hi All,
Note 3082167 – U.S. Tax Reporter Year End 2021 Announcement is released to customer.
Kind regards,
Graziela
Hi Graziela,
Any idea when will SAP release the 2021 - 1099 MISC & NEC Reporting notes?
Also, if you have the info .. then please share the 1099 SAP notes for S4CORE 103.
Regards,
Barnabas
Hello Barnabas,
These are FI reports and the blog focus is in HR reports, as we just work with PY-US-TR. My recommendation is to check this information with the colleagues from FI-AP-AP-Q1 component.
Kind regards,
Graziela
Hello all,
Note 3082151 – W-2 / 1099-R Forms, Envelopes and PR Approval letter for year 2021 is now released to customer.
Have a great weekend!
Kind regards,
Graziela
Hi All,
PR W-2/W-2c forms delivered by SAP were approved by the Puerto Rico Department of Treasury on Sept 10, 2021. SAP Note 3082151 – W-2 / 1099-R Forms, Envelopes has been updated with PR Approval letter details. The Approval Letter is also attached and available via SAP Note 3082151.
Best OF Luck for 2021 Year End.
Stay Safe,
Mani
Has anyone created a custom W2 magnetic media file for a KY local (Louisville Metro)? I have followed the guidance I have found and having trouble getting the file to populate when running PU19. I do have an SAP ticket opened but thought someone here might have some thoughts also.
Thanks,
Katherine
Hello Katherine,
My colleague Carlos took over the case and will reply to you.
I have updated the KBA with some additional information:
2600017 - Creating a new MMREF-1 file for a locality
Kind regards,
Graziela
Thank you Graziela for updating the KBA. Carlos was able to provide what was needed.
Regards,
Katherine
Hi Katherine,
I´m glad to heard that!
Have a great day,
Regards,
Graziela
When is SAP planning on releasing a Note for the Washington Cares Fund LTC Tax Types 113 & 114 configuration? BSI just released these taxes in Regulatory Bulletin 62
Thanks, Greg
Hello Greg,
The development team is working on this and it's planned to be delivered on October, 1st.
Please refer to the announcement of legal changes (here) for more details.
Sincerely thanks,
Carlos
Hello Greg,
The note has just been released: 3103555 - BSI: Tax Types 113: WA Cares Fund LTC Tax - EE and 114: WA Cares Fund LTC Tax - ER.
Best Regards,
Carlos
Hello Carlos,
Do you know if there is any plan for SAP to provide guidance on how to track the opt-outs? Since the new law allows for a way for employees to opt out of the tax if they meet certain qualifying criteria, there needs to be a mechanism for employers to track which employees have done so.
Cheers,
Matt
Question on Washington Cares Fund act and note 3103555
It is my understanding that with this new act the following options are available:
1. If ee has selected a company offered benefit plan, no payroll tax is to be taken.
2. If ee has NOT selected a company offered benefit plan and has their own plan (not sure how to track or identify), no payroll tax is to be taken. EE can exempt if the state approves.
3. If ee has not selected benefit nor has their own plan, then payroll tax is to be taken.
Payroll tax is effective 01/01/2022. Benefit plans are to be in place 11/01/2021. Note 3103555 say to update the tax model, which will take the tax on 1 and 2. Thus, how do we tie the payroll tax to NOT be taken if ee selects 1 or 2? Using IT0235 would be too heavy data maintenance wise.
Hello Matt/HR Focal,
I understand your points and I have confirmed the scenario with the developers. Their instruction is to use IT0235.
Therefore, if an employee is not subject to tax type 113 and/or tax type 114, an entry should be kept on IT0235 exempting the employee for that tax.
Sincerely thanks,
Carlos
Thanks Carlos Accorsi . Appreciate the details. Wish this information was included in the note. Also, currently the note 3103555 does not mention the support pack details. Could you have the team update that information?
Thanks
Hello Chandramouly,
The note does not have an information about the support package as it is not included on one already. The notes are released without a support package and are updated once it is included in the next SP.
Regarding the IT mention: This is a infotype already delivered into the standard solution for a long time. It allows to set some additional parameters including the Exempt indicator.
As this IT is not part of the solution delivered into the note, but a functionality already available, I am not sure if the development team will include it.
We will check this possibility.
Regards
Roger
Thanks Roger Oliveira . Regarding the SP, there is a planned release next week, do you think it will get included? such information will be helpful to us to plan our SP implementation and test.
Regarding the Infotype, It is always a good information to share this as part of the note (in the solution section) or in this case, could be mentioned in the associated KB. Either way, these information, even though minor are very helpful from a customer standpoint.
Thanks
Chandra
Hi Chandra,
Yes, once the note is released, it has the information about the Support Package this is included.
Regarding the infotype we will share this feedback with Developer responsible for the note, thank you for the feedback.
Kind regards,
Graziela
Chandra,
While one can never be certain, it is virtually impossible that this Note would be included in the HRSP to be released next week. At this point, that support package will almost certainly have been locked down as to its content so that it can pass all the final quality tests before being released to customers, so anything new that is released now will end up in a later support package. Of course, it's always possible that SAP will surprise us on this point.
The good news is that, as far as I can tell, there doesn't appear to be any cross-dependency between the Note and next week's HRSP for YELC 2021 Phase I. However, it is our plan to apply the HRSP, then the Note, along with the latest BSI Cyclic and Regulatory Updates (including, of course, TUB 62 that is required for WA Cares Act).
With regard to the information about recording exempt status in IT0235, while I agree with Roger that this is not a new change, and thus not something delivered in the Note, nevertheless as recording exemptions is an important and critical part of the new law this Note addresses, including some procedural information to provide guidance to customers on how best to handle this would be most welcome. So on this point I agree with Chandra. For instance, we were actually looking at customizing something in a different Infotype until this question came up here. Normally exemptions are a small part of any new procedure like this, but in this case we anticipate that there will be a very significant percentage of our employee base who will opt out by taking private insurance. Thus, some sort of "mass upload" facility for maintaining the infotype is going to be critical. That is likely to end up being a custom ABAP program.
Cheers,
Matt
Thanks Matt Fraser . Yeah, I agree it is highly unlikely to be included next week. My disappointment was regarding the non-inclusion of support pack details in the note. Not sure why it was missed but hopefully it will be updated. As far as I see, all note (other than a KB type or consulting type of note) should have the SP details w/o fail at the time of release. I have seen instances (although rare) of notes completely missing the SP route. We are starting our SP update and test next week in our QA box for the YE prep, so was interested in the SP details. We will apply it as a note along with the TUB 62.
Yes, on the IT0235, there is going to be challenge to update the Infotype on a mass scale. I was expecting something via the ESS (either via a 210 Infotype or similar but guess it may not be practical). Its going to be lot of manual entries or uploads.
Thanks
Chandra
Chandra,
They cannot include the SP details because this Note is brand new and thus not yet included in any SP. As Roger and Graziela said above, once it has been assigned to an SP for future release, that information will be added to the Note and the Note version will be incremented. That is standard for all Notes. Whenever you see a brand new Note, just released for the first time, it usually does not have any SP information, unless it has been in a pilot release for an extended period of time before general release.
Cheers,
Matt
Hi Chandra and Matt,
We see your point and, as Graziela mentioned, have raised this feedback.
Regarding the support package, Matt is correct, the note is planned to be delivered on the following SPs:
K5 (600) / H1 (604) / 99 (608) >> planned to November
When the mentioned support packages are closed and prepared to be released, the information will be added to the SAP note.
Regards,
Roger
Hi Chandra and Matt,
The development team just updated the note with the exemptions and the support package information.
Regards,
Roger
Hi Matt -
We are new to SAP/ECP this year and also trying to understand how to handle this issue. From your comment above, does using IT0235 provide a more automated way to have employees note their exemption somehow in EC and have that election flow through to the tax in ECP?
Thus far, our HR team had added a portlet on EC, but our concern was that it will still be a manual process to update the EE tax profile.
Many thanks,
Jennifer
Hi Jennifer,
We don't use ECP ourselves, so I'm afraid I cannot speak to this directly. We use the on-premise Enterprise Portal for ESS/MSS.
However, I am aware that the process as delineated by the Washington State Employment Security Department is that employees must provide their proof of individual insurance to the ESD, and not to the employer. It is then the ESD's responsibility to determine whether the employee is exempt from the new tax or not, and the ESD will provide employers with a list of exempt employees. In other words, employers are not supposed to just take an employee's word for it that they qualify for the opt-out.
So, our plan is to wait to see just how many of our employees apply and qualify for the exemption. If it's a large number, we'll probably build an LSMW for a one-time upload of the IT0235 data. If it's just a handful, then our HR staff will enter the data directly via PA30 or similar transaction, and that will similarly most likely be our ongoing maintenance procedure. If it looks like there might be a large number of changes on an annual basis, then we'll consider developing an ABAP report for a mass upload.
I hope this helps!
Cheers,
Matt
Hi,
Going into the details of ER tax type 114 , I don't see anywhere on WA state sites that it mandates ER's to withhold a portion of the tax ,this is purely EE tax from what I am reading , so does that mean that we are to exempt all the WA employees from tax type 114 on IT 0235 or should we just adjust our Tax models to only reflect Tax type 113.
Any insight on this is appreciated .
Thanks
Ejaz
Ejaz Khalid we have set up the tax model to only reflect tax type 113.
Thanks
Chandra
Thanks ! Chandramouly Veeramony
Hello communitty,
Remember:
SAP HCM US Payroll and Tax Reporting Year End Update 2021 begins tomorrow.
Date: Thursday, October 07, 2021
Time: 11:30 AM CDT
Kind regards,
Graziela
Hello community,
Thank you for all that joined the ASUG webcast.
Another news, SAP note will be released latter today:
3085142 - Year End 2021 Phase I for U.S. Tax Reporter
This is before the planned date, so you can review the changes earlier.
Kind regards,
Graziela
Hi Graziela,
After applying the 3085142 note, we are seeing the CT PFL tax is not populating in the position 598 of Record H in the W2 HR_F_W2_TP_TEMPS layout. However, we can see the CTPL code is populated in the position 594.
Could you please advise?
Regards,
Shiva.
I am having the same issue on a custom version of the form
When is SAP releasing the notes for 401K Limits updates for 2022?
Thanks
Mandar
Hello Mandar,
As far as I know IRS didn´t publish this information yet, do you have a different information, is it already available?
Once this is available, SAP will provide a note with the limits.
Kind regards,
Graziela
Hi Graziela
Thanks for the update. I think I jumped ahead...
Will wait for IRS update.
Thanks
Mandar
Ok! Thanks, Once published and I have the note number I will update the blog with this information.
Kind regards,
Graziela
Hi Graziela,
Any update on the 401k limits for 2022? It's been about a week since the limits have been announced by IRS.
Thanks,
Ashish
Hello Ashish,
This is planned to be released tomorrow.
If this is urgent for you, you can do the update manually using the IRS information.
As the note will just delivery the steps to update the tables.
Kind regards,
Graziela
Thanks, Graziela.
Regards,
Ashish
Hello Ashish,
SAP note has been released:
3117309 – BEN: Annual limits year 2022
Kind regards,
Graziela
Hi Team,
Not sure if i am in the right block. i have a question on Employee ontario health tax canada, Please do forward this to the right person where i can get help.
I have a question on Employee Health Tax Canada. Listed below is YTD and rate table at which health tax should be calculated for ontario, But SAP calculate this at a flat rate of 1.95%. Which is incorrect? Please let me know how to resolve this issue.
Hello Hemanth,
This blog is specific for Payroll USA, it has the tag HCM Payroll US.
For issues with Payroll Canada, please post a question using the tag HCM Payroll CA.
Thank you,
Graziela
Hemanth Kumar the ON health tax is based on total remuneration paid for all ON employees (not to one individual). If the total eligible remuneration for ON in your organization is less than $400K, you would have to adjust the rate accordingly. Hope this helps.
Thanks
Chandra
Hi Graziela,
We are waiting for cyclic 11f
I checked with BSI and BSI responded - The Cyclic 'f' must be certified by your vendor [SAP]. Please follow-up with SAP.
Do you know when cyclic "f" will be certified by SAP
Thanks
Archana Sharma
Hi Archana,
The SAP development team has certificated cyclic 11.0.f yesterday (November 1st).
Best Regards,
Carlos
Hello Carlos - Do you know how to get notified automatically or subscribed to receive an email about SAP certifying new BSI releases? Thanks in advance for your reply.
Hello Elizabeth,
When BSI releases a new cyclic it means that it has been certified by SAP, therefore I would recommend you to keep tracking it by BSI.
Kind Regards,
Carlos
Hi Graziela,
BSI released 11f cyclic just now. we will proceed with applying the same
Thanks
Archana Sharma
Hi Archana,
Great to hear that 🙂
Sincerely thanks,
Carlos
Is there any development on CCA for OH reporting?
Hi,
The file layout for external W2 service provider is asking for info in 4 fields with regards to CCA Local reporting.
Any idea as to which SAP table will contain this information.
Thanks in advance for your help.
Regards
Paddy
Hi all. We are experiencing a post support pack issue with saving the Additional Payments Infotype (0015) with Cost Assignment (PA30). The cause is as part of our Support Pack application this year the following note was included:
2923573 - FLSA: Extension of Infotypes 0015 and 0267 to Support Overtime Premium Over Bonuses
Unfortunately, the 2 new date fields added to IT0015 are preventing the Saving of any additional Cost Assignments that are unrelated to this functionality (i.e. they aren't Bonuses). Has anyone else had this issue and found a solution or do I need to open an OSSnote?
Thanks, Jeff Wible
Jeff,
Remove the IT0015 new date fields from the Table V_T582V. that should fix it.
Aman Kr.
I was able to replicate this issue as well but only for existing records, creating a new record allowed for the cost assignment override. Have you tried running program RPUPAV00 to create the secondary infotypes for this new functionality? This resolved my issue when editing an existing record since the program created the missing secondary infotypes. Also, I found this thread really helpful as well.
FLSA Overtime Valuation Over Non-Discretionary Bonus | SAP Blogs
Running RPUPAV00 is a required step after the related support upgrade (or this note) and it should solve the issue. We did have the same issue during test and fixed it after running the above job. We have already moved that to production and did not notice any further issues relating to that. Note that we have hidden those new fields in Infotype 15 as we are not using them at this point in time.
Thanks
Chandra
Chandra, did you just run the the program open or add PRNR's (which wouldn't make much sense)? Any issues observed after the program run? Thanks, Jeff
Jeff Wible I ran it for all PERNRs. In the selection I only added the Molga/country. Initially I tested for couple of PERNRs but after that ran it for all. The delimitation date should not be changed (per SAP recommendation). We went live with this support pack towards end of September, and we did not have any issue thus far. Basically the program is copying entries from Infotype 15 and 267 to the new Infotype 3430 and 3431. Note that this program is not specific for 15/267 but to all such "mirror" infotypes (like 21 and 106, 16 and 3316, etc.,). You can find more information about this program in note 2333453.
Thanks
Chandra
Chandra, this is what I needed, thank you so much, regards, Jeff
Thank you both for such quick responses! Brooke, running the program worked great in our test environment, we just need to figure out if it had any unintended negative impacts before trying the same in production.
Thanks again, Jeff
Is there a Phase II note expected for 2021? If so, do we know the release date?
Hello Christy,
Yes, Phase II and Phase II are expected.
Phase II around Thanksgiving.
Phase III around Christmas.
Kind regards,
Graziela
what is included for Phase II and Phase III?
Thanks
Gayathri
What is included for Phase II and Phase III notes?
Thanks
Gayathri
Hi Gayathri,
When developers have all the scope defined they will post on the announcement of Legal change with the information for Phase II and Phase III. You can filter by PY-US-TR.
I could see some planned changes for EFW2PR and 1099R.
Kind regards,
Graziela
IRS has released 401K limit for 2022 .
IRS announces 401(k) limit increases to $20,500 | Internal Revenue Service.
Regards
Ahilan
Hello Ahilan,
Thank you for sharing.
I have informed the Developers, once the note is released I will publish here.
Kind regards,
Graziela
Hello Ahilan,
I got an update from Developers.
They are aware about the publication and working on a note.
This will be published on the announcement of legal changes.
Kind regards,
Graziela
Hello Ahilan,
Note has been released:
3117309 – BEN: Annual limits year 2022
Kind regards,
Graziela
Question to SAP team and others - we are currently testing the New York Metropolitan Commuter Transportation Mobility Tax (tax authority: NY1P, BSI code 00360013, tax type 19, effective 1/1/2022). We are noticing that the tax is not being calculated (HRSP level 98 and BSI level 11.e.1 TUBs 63) The peculiar aspect of this tax is that it is based on the employer “payroll expense” that exceeds $312,500 in any calendar quarter. Per BSI - To use the Metro Commuter Trans District, New York Payroll Expense tax type, pass the following values for each affected employee via the program-to-program interface between TaxFactory and your payroll system:
I'm not seeing the "EQ" parameter on the SAP-BSI interface which potentially maybe the reason the tax is not getting calculated.
Are we missing anything or is this a SAP or a BSI issue?
Thanks
Chandra
Chandra,
Can you check if you have an entry for tax authority NY1P in table/view VV_T5UX9_ADDINFO? I believe the EQ parameter is set only for tax authorities maintained in this table.
IMG: Payroll --> Payroll: USA --> Tax --> SAP/BSI Interface --> Maintain estimated quarterly gross wages
Thanks,
Mitesh
mitesh kumar jain Thats the one! thanks Mitesh. Appreciate it. I was searching for this one yesterday but couldnt find it. This needs to be maintained for the new NY1P that has taken over several of the NY** local authorities that makes up the Metro district.
Thanks
Chandra
Hello There,
Is there a Note released for 401K limits for 2022 as IRS has announced the Limit increase for 2022?
Thank you
Rajat
Hello Rajat,
Developers are aware about the publication and working on a note.
This will be published on the announcement of legal changes.
Also, when I have the note number I will update the blog.
Kind regards,
Graziela
Hello Rajat,
The note has been released:
3117309 – BEN: Annual limits year 2022
Kind regards,
Graziela
Thank you Graziela !
Hello Community,
As from the upgrade of the Support Packages, there are many customers facing an issue with the Search functionality (F4).
It ends up with the error "Internal error: Table format".
The below note is the solution, hope it helps!
3099278 - SAP GUI F4 Amodal control : Search help Internal error table format.
Best Regards,
Carlos
Hi Carlos,
Thanks for sending, we encountered the same and was provided this note today by SAP. Do you know if there is an alternative solution available beside rolling out a new SAP GUI to all the SAP user population?
Thanks,
Jackie
Hi Jackie,
According to the note:
If you do not want to update to SAP GUI 7.60 patchlevel 1 or above, we recommend you not to implement the ABAP corrections done using the SAP Note 2753222.
If you have already applied the latest SAP_BASIS Support Packages, backend corrections will be implemented automatically. Then the only solution is to update to SAP GUI 7.60 patchlevel 1 or above.
In case you have further questions on this delivery, my suggestion is to contact BC-FES-CTL team, as this is a basis issue.
Sincerely thanks,
Carlos
We already implemented the latest SAP_BASIS support package, so it seems we have no other option but to move forward with new SAP GUI roll out.
Hi Graziela,
I don't see PR W2/W2C magnetic tape changes in Phase I note. Are they planned in Phase II release?
Thanks
Gayathri
Hi Gayathry,
Yes, this is planned for Phase II.
Refer to the link for further details:
Announcement of Legal Changes - SAP ONE Support Launchpad
Kind regards,
Graziela
Hi Graziela,
We have applied BSI TUBS 59 - 65, Support Pack 99 and have run the Synchronization Tool, however, table V_T5UTX was not not updated for WA Tax Type 113?
Thanks,
Bruce
Hello Bruce,
I took a look at my internal system and I could see tax type 113 and tax type 114 in T5UTX:
WA Washington 113 WA Cares Fund LTC Tax - EE 01.01.2022 31.12.9999 9.999.999,99 0,005800000
WA Washington 114 WA Cares Fund LTC Tax - ER 01.01.2022 31.12.9999 9.999.999,99 0,005800000
And the BSI TUB level is 063 in my internal system.
Are you receiving any error in the Sync Tool log?
Kind regards,
Graziela
Hello, Graziela.
We have manually applied the SAP note for TT113. We have also synced our BSI to 11.0.f, Cyclic F, Reg 066, Tax Locator 15.
We can run a payroll but get a hard stop when generating a posting document. The analysis states to "check the Customizing steps for the posting characteristics for the wage type that exist in the corresponding payroll result". We have checked everything and cannot figure this one out.
Is this something you can assist me with. Have others had this issue?
Appreciate your time,
Nancy
Hi Nancy,
I would recommend to you to check processing class 78, for wage type /410, we got some cases the error was due this, the customer have it set as blank and after the note it changed to the standard delivery of the wage type.
Kind regards,
Graziela
Thank you for your response, Graziela. However, that was not the case in our instance. It looks like this new tax has been postponed so we're OK for now.
Thank you,
Nancy
Bruce,
Did you activate the Tax Type in BSI? Go to Mapping Tools -> Map Tax Types -> select the Tax Type that has a blank Mapping column field -> enter the Tax Type number (i.e. 113).
Just a thought.
Beth Matthews
Hello all,
SAP note has been released:
3118875-RPCALCU0: technical changes regarding performance for TaxFactory SaaS
Kind regards,
Graziela
Hello Graziela
I hope you are doing well. I know this is not the right place for this question but last year we had the SAP ACA Reporting blog, where Margaret West used to provide really good updates, but for 2021 I don't any major communication. Do you know if there is a new blog for this subject?
Thank you. (Obrigado)
Hi Paulo,
I´m fine and you?
Roger Oliveira Do you know something about this?
De nada!
Graziela
Hello Paulo and Graziela,
For SAP ACA Reporting information, the collaboration group stays the same.
Customers can request to join the SAP Jam Collaboration Group: SAP ERP HCM Benefits Management USA.
To request to join:
Note: Once you have joined the SAP JAM Group: SAP ERP HCM Benefits Management USA, join the Subgroup or Discussion Group ‘SAP ACA Reporting’ to begin collaborating.
PS: I verified into the group and you were already invited Paulo . In case you are not being able to log in or is facing other issue, send and e-mail to the same address mentioned above and they will check it.
Regards,
Roger
Thank you, Roger!
Roger
Good Morning
I have been part of SAP Jam for the past 3 years, and the reason why I am asking about the SAP ACA Reporting blog, it is because after Margaret West left I just saw a few updates compared with the activities from previous years.
I really appreciate the all great work that you are doing.
Thank you.
Have a great day (Tenha um bom Dia)
Hello Paulo,
Thank you for the feedback.
I have already shared your feedback with the Product Manager internally.
Hope we have more news in the next weeks.
You are welcome.
Have a great day you too.
Hi Graziela,
The state of Washington has announced that they will increase the premium rate for Paid Family and Medical Leave from 0.4% to 0.6% effective January 1, 2022:
2022 WA state PFML rate increase
Do you know when we can expect BSI to deliver this rate update?
Thank you,
Kelli Dixon
We too have been awaiting an update from BSI for this, and it would certainly help to be able to tell our business leaders when we can expect it, as they are pressing.
So are we here in Charlotte, NC. Hopefully BSI will release a TUB soon. They just released TUB 66 today (TF 11.0.f), but it doesn't have the WA paid leave increases.
Hi Kelli,
I will try to get any information about this.
Kind regards,
Graziela
Hi Kelli/Matt,
I´m still checking this.
Kind regards,
Graziela
Thank you Graziela - waiting patiently 🙂
Hi Graziela,
Any updates?
Your assistance is appreciated.
Thanks,
Kelli
We gave up on waiting, as our deadline is the beginning of next week. So, we have configured an override in BTXRATE, which is being tested in QAS now. Later, when the official BSI update is available, we'll undo the override.
Graziela - Any update on when BSI will release rate update?
Hi Cindy,
I got the same information as you.
That the researching team is monitoring the update.
Could you try to follow up again?
I will do the same and if I get any info I will let you know.
Kind regards,
Graziela
Kelli, Beth, or anyone else,
What is your interpretation of the language from the Washington State ESD about the due date for this increase? Is it based upon when employees are paid, or the pay period? In other words, as we pay monthly in arrears, our first paycheck of 2022 will fall on January 3, but it's for the period of December 1-31. The first monthly paycheck to cover the pay period of January will be on February 1.
Is it your interpretation that we need to deduct the higher rate from employees' pay with that January 3 paycheck, or is the February 1 paycheck the first one in which we should deduct the higher rate?
We have had conflicting and ambiguous answers from the ESD on this question.
Cheers,
Matt
Our interpretation has always be "as paid". So if this new rates are effective 1/1/2022, it would be applicable for the first pay date in January. This follows the calculation for other taxes (i.e. federal income tax, medical aid, social security, workers compensation) where they are calculated as paid.
With our interpretation, in your example above, the new rates would if effect for the 1/3/2022 pay date.
For the state of Washington, we are on a semi-monthly payroll with the 10th and the 25th being our pay dates. Therefore then new rates would be in affect for the 1/10/2022 pay date.
Thank you,
Kelli
I agree with Kelli. The constructive receipt principal is about the pay date, not the period that the person is being paid for.
In your example, if you had an early termination on 12/25 and the person had to be paid on 12/25 - then that period would have the rates based on 2021, not 2022.
In other words, in this case you could have people being charged different annual rates for the same pay periods, because you had different check dates.
The issue is that our experience with Washington ESD is that they are not consistent on this point. They state that PFML and WA Cares will both be handled the same way, but they have also told our Payroll department different things about when each premium is first supposed to be collected. I agree that at the Federal level it's always based upon the pay date. I'm just not sure the ESD follows that in all cases.
The real issue is that if indeed we need to deduct the higher premium beginning with our January 3 paycheck, we have to have the new rate active in production at least a day before our payroll exit. Because of the holidays, our payroll exit is going to be on December 22. That means I need to have approved the BSI updates in QAS no later than December 21. Let's say BSI doesn't release the update until December 20: that leaves an extremely tight window to apply them in DEV, promote them to QAS, and test them. Granted, it should be a mostly pro forma test, but still.
Cheers,
Matt
Hi Matt,
So we look at it as the pay period. Our exempt associates are paid on a monthly basis, and pay period 01/2022 is dated 01/20/2022. So, even though the pay date is 1/20/2022, we are actually paying for the entire month of January. We don't pay our exempt associates in arrears.
Since the latest TUB (067; released today) still doesn't have the WA Paid Leave increases, I would think that BSI and SAP will "catch up" as of 01/01/2022 with the 2022 increase. You may not see the increase until your February 1 paycheck that covers January 1 - 31.
Just my thoughts. Have a great day.
Beth
P.S. All of this on top of year end LCPs and HRSPs, hourly rate changes, COVID, etc. We just locked our SAPPRD environment for transports until 12/23/21, when we apply LCPs and HRSPs (608-99) to our SAPPRD environment. Got to love year-end!
Hi Beth,
Yes, if we get it into PRD too late for the 1/3/2022 pay date, then SAP will retro the changes on the 2/1/2022 payroll. However, the ESD has additionally stated that employers may not deduct premiums from employees in retro. In other words, if this happens, the employer must pay the retro on the employees' behalf. We have calculated that the difference in premiums will cost us in excess of $100K if we have to do a retro. Our Payroll Office is basically telling us (IT) that they want us to be the bearer of bad news to the CFO about this, but there's not much we can do about it.
I hear you on the year-end HRSPs! We put ours in with our mid-November Release (608-98) so as to hopefully avoid the rush, and then just follow up with the Phase II Note and additional tax updates with our mid-December Release. And yeah, we're busy putting in all the new WA Cares premium tax models, too. 🙁
--Matt
Hello community,
Phase II note has been released:
3100510-Year End 2021 Phase II for U.S. Tax Reporter
Kind regards,
Graziela
This Phase II note doesn't provide instructions for PR W2C magnetic tape changes. Could you please check the note?
Thanks
Gayathri
Hi Gayathri,
PR Authority has yet to publish EFWCPR (W-2C EFW2) file layout for tax year 2021. We are checking on daily basis and if it will be available prior to dev cut-off for Phase III note (Around Christmas time) we will release it with Phase III otherwise individual note.
http://www.hacienda.gobierno.pr/sobre-hacienda/publicaciones/area-de-rentas-internas-y-area-de-politica-contributiva/publicaciones-oficiales?combine=&field_pri_categorizacion_value=All&field_pri_fecha_antes_de%5Bvalue%5D=&field_pri_fecha_despues_de%5Bvalue%5D=
If you have any other link where they published, please share and we will look into it.
Best Regards,
Mani
Thank You Mani.
Thanks
Gayathri
Hi Mani,
Is there any update on PR W2C magnetic tape changes for 2021?
We could see the PR W2C tape changes released by Hacienda on 01/05/2021.
http://www.hacienda.gobierno.pr/node/4957
Appreciate quick update.
Thanks
Gayathri
Hi Mani & Graziela,
Is there any ETA for PR W2C Magnetic Tape changes? when do we expect the note to release?
Thanks
Gayathri
Hi Gayathri,
I have updated the blog yesterday with note:
3138406 – TR: Year End 2021 additional U.S. Tax Reporter changes.
Magnetic/Electronic Filing for Form W-2C Puerto Rico
The W-2C MMREF-2 Federal Format for Puerto Rico (HR_F_MMREF_2_PR) electronic file was updated in accordance with the new layout provided by the authority:
Kind regards,
Graziela
Thank You Graziela.
Gayathri
Has anyone had any issues with the new design of IT0210 (Fed authority) since applying Support Pack 98? We cannot successfully create a new IT0210/FED. Our system defaults to the original withholding format and no matter what date or filing status we enter we cannot change it to the redesigned format (which causes a hard stop).
-Aimee Rice
Hello Aimee,
The following KBA has some documentation about this change. Including screenshots:
3124528 – W-4 Legacy Data – Changes in IT0210
Kind regards,
Graziela
Graziela,
Can you confirm you can view the screenshots? I tried to open the SAP note in Chrome and Edge, but cannot see any screenshots. I want to make sure the note has all the details before I download.
Thanks!
Hello Mitesh,
Could you confirm that you are accessing the KBA by link https://launchpad.support.sap.com/#/notes/3124528 ?
This is working fine for me.
Thank you,
Carlos
Thanks, Carlos and Graziela for checking. Yes, I'm using the link Carlos provided but cannot see the screenshots. Maybe this is just an issue for me. I also tried downloading the note as a pdf but do not see the screenshots.
3124528
Hello Mitesh,
I'll be checking internally to see what may be happening here, as this is strange.
On the meanwhile, the screenshot on the KBA is the following one:
Best Regards,
Carlos
Hello Mitesh,
The KBA 3124528 has been updated to correct the issue with the image.
Could you confirm that it is working for you now? Also, thank you for bringing this to our attention.
Kind Regards,
Carlos
Hi Carlos,
I was missing the screenshots when viewing v2 of the Note in Chrome as well, but today with v4 of the Note the screenshots are present. Thank you.
Cheers,
Matt
Hi Matt,
Great to hear that it's working now : )
Sincerely thanks,
Carlos
Thank you! I can view the screenshot now.
Hi Mitesh,
As Carlos mentioned the screenshots are opening fine. I also tested it.
Just one observation, this is a KBA and this cannot be downloaded via SNOTE.
Kind regards,
Graziela
Good Morning Graziela and Carlos
We still using the W4 on ESS (Java) and I am trying to see the additional information from note 3119877 but I am getting the message "You are not entitled to access SAP Note/KBA 3119877" (https://launchpad.support.sap.com/#/notes/3119877).
Can you please provide some guidance?
Thank you/ Obrigado
Hello Paulo,
This is a Pilot note (this is the reason why you cannot see it) and this is not applicable for Java.
Let me know if you need anything else.
Kind regards,
Graziela
Graziela
We are using the old version of ESS, and this still running Java, but we were able to accommodate the 2020 W4 changes, but for employees that were changing the old form, the system was only allowing them to move to the new form. Now after we applied the Support Package (in Sandbox) the testing is showing that employees on the old form are not allowed to change anything. I am not sure if we are missing something or because ESS is out of support. Any idea that can help us?
Thank you.
Paulo,
We still run the Java version of ESS ourselves, but when the 2020 version of the W-4 first came out, and when at that time SAP announced no plan to backport those changes to the Java version (they did later, of course), we found a way to implement the WDA version of the form and integrate it into our Java homepage framework. If you are running at least EhP5, you might want to investigate doing the same, if you aren't ready to do the wholesale conversion of ESS to WDA.
We are planning to migrate the whole of ESS to WDA, and that effort is underway in DEV now, but that, of course, is a larger undertaking than just implementing a single WDA app.
Cheers,
Matt
Colorado put out changes for their W4 and no longer follow Federal. One of the changes is adding a new field called "Annual Withholding Allowance". Do we know when SAP is planning to release these updates for IT210 and ESS?
Thanks,
Kyle
Hi Kyle,
Could you post this question on the W-4 blog?
W-4 State Withholding Tax Calculation 2020 – Based on the State (or State-equivalent) Withholding Certificate | SAP Blogs
Thank you,
Graziela
Hi Team,
SAP Note 3124528 is W4 legacy data. With this client can now use PRE W4 (IT 210 FED) or W4 2020 (IT 210 FED after 2020).
My question: In PRE W4 2020, we have a filing status called 02 : which is married. This become obsolete when we moved to New W4 2020. Since SAP is bringing back this change , so now can we start using filing status : 02 for all record (IT 210 FED) if payroll team choose PRE W4 2020 as an option.
Need your input.
Hi Hemanth,
Could you post this question on the W-4 blog?
W-4 State Withholding Tax Calculation 2020 – Based on the State (or State-equivalent) Withholding Certificate | SAP Blogs
This blog aims to cover topics related with the year end tax reporter process.
Regards,
Roger Oliveira
Hi Graziela,
2021 Form W-2 and the General Instructions for Forms W-2 and W-3 updated for section 9632 of the American Rescue Plan Act of 2021 (ARP)
2021 Form W-2 and the General Instructions for Forms W-2 and W-3 updated for section 9632 of the American Rescue Plan Act of 2021 (ARP) | Internal Revenue Service (irs.gov)
Is there any note for the above change?
Regards,
Nirmod
Graziela Dondoni : Do we know if SAP will release any notes to address above W2 change?
Employers are permitted to increase the maximum amount of dependent care assistance benefits that can be excluded from an employee's income from $5,000 to $10,500 ($5,250 for Married filing separately). The plan must be amended timely in order for the increase to take effect. See IRS-Issues-Guidance-on-Taxability-of-Dependent-Care-Assistance-Programs-for-2021-2022 for additional information.
The 2021 Form W-2, Box 10 under Instructions for Employee has been updated to remove the $5,000 limit and now states that any amount above your employer's plan limit is also included in box 1. The 2021 General Instructions for Forms W-2 and W-3 has been updated to remove the $5,000 limit. A What's New item has been added and the Box 10-Dependent care benefits section under Specific Instructions for Form W-2 has been updated. The revised form and instructions were posted on IRS.gov on November 23, 2021.
Hi Team,
SAP Note 3124528 is W4 legacy data. With this client can now use PRE W4 (IT 210 FED) or W4 2020 (IT 210 FED after 2020).
My question: In PRE W4 2020, we have a filing status called 02 : which is married. This become obsolete when we moved to New W4 2020. Since SAP is bringing back this change , so now can we start using filing status : 02 for all record (IT 210 FED) if payroll team choose PRE W4 2020 as an option.
Need your input.
Hi Hemanth,
Could you post this question on the W-4 blog?
W-4 State Withholding Tax Calculation 2020 – Based on the State (or State-equivalent) Withholding Certificate | SAP Blogs
This blog aims to cover topics related with the year end tax reporter process.
Regards,
Roger Oliveira
Hello Community,
After the upgrade to support package 608 99/604 H1 or the application of note 3090197 (Missing authorization check for PA03_PCR_READ), some customers started to receive the below dumps with exception CX_HRPA_VIOLATED_POSTCONDITION.
This issue may happen is a few scenarios, as on the update of IT0210 via ESS or SF/EC, or during the hiring action on PA40.
Note 3125176 (PA03_PCR_READ: Unnecessary authorization check for P_PCR) is the solution for this issue.
Since this is a PY-XX-BS delivery, if you have any other issue on this topic, please report it in an incident for this team.
Category ABAP programming error
Runtime Errors UNCAUGHT_EXCEPTION
Except. CX_HRPA_VIOLATED_POSTCONDITION
ABAP Program SAPFP50P
Category ABAP Programming Error
Runtime Errors UNCAUGHT_EXCEPTION
Except. CX_HRPA_VIOLATED_POSTCONDITION
ABAP Program CL_HRPAD_IL
Sincerely thanks,
Carlos
I'd like to point out that this issue was also present in our HR Forms and Processes and it wasn't updating in ECC like it should. Applying this note corrected that issue as well.
Kyle
Thanks for sharing, Kyle!
Hello,
Eugene is not showing in W2 Box 18,19,20. Is there a note that we need to apply to populate these?
Please advise.
Thanks.
Hello Raspreet,
This has been delivered by note 3085142 - Year End 2021 Phase I for U.S. Tax Reporter.
Please make sure that this note has been delivered by support package on your system, so that boxes 18, 19 and 20 should be populated for Eugene.
Best Regards,
Carlos
On applying 3085142, system says it cannot be implemented..
Hello Raspreet,
This note can just be implemented via Support Package.
Check the minimum Support Package for the Year End:
3082167 – U.S. Tax Reporter Year End 2021 Announcement
Kind regards,
Graziela
Hi,
Is anyone facing issues with OR07 and OR31 taxes with supplemental wages?
The Multnomah County (OR07) and Metro District City Oregon Taxes (OR31) are not calculated correctly in case of supplemental wages.
As per BSI, both the taxes withholding on supplemental wages will only apply if the employee is subject to withholding on regular wages (because their base annual taxable wages are $200,000.00 or more) and the employee has not elected to Opt-out of employer withholding.
If projected base annual taxable wages are less than $200,000.00, withholding is not applicable to the supplemental wage payment. This above scenario is failing for an EE who has less than 200000 as regular wages but is paid a one time bonus of $10000. SAP is sending the bonus amount as regular wages causing the employee to be taxed which is incorrect.
Thanks
Poonam
Hi Poonam,
This thread aims to address topics related to tax reporter year end process.
To keep it organized please post your question into the community.
You can also check if there is a post into the Tax Factory 11 thread,
Regards,
Hi All May I know when do we get Phase 3 notes for yearend?
Hi Prasad,
This is expected to be released around Christmas.
Once released, we will let you know by this blog.
Kind Regards,
Carlos
Hi Prasad,
The note has just been released: 3132965 - Year End 2021 Phase III for U.S. Tax Reporter.
Sincerely thanks,
Carlos
Good morning all,
Just wondering if anyone else has encountered and issue with the supply of their W2 forms for this year end. Our vendor here in Florida has indicated to expect delivery for Feb of 2022. Is anyone else experiencing this problem or are we the only ones?
Thank you all.
I don't see Tax Type 087 (Employee Family Leave Premium) for the State of Connecticut, in the Box 14 . Does anyone have similar issue?
Thanks
Gayathri
Hello Gayathri,
Is note 3085142 (Year End 2021 Phase I for U.S. Tax Reporter) applied on your system via support package?
As mentioned on the note:
For the State of Connecticut, starting with tax year 2021, employers must report Paid Family and Medical Leave (PFML) in Box 14 of the Form W-2. This SAP Note delivers the required configuration to enable the reporting of the Tax Type 087 (Employee Family Leave Premium) for the State of Connecticut, in the Box 14 of all form W-2 PDF layouts supported by SAP.
Best Regards,
Carlos
This works fine as we have to update our custom form.
Thanks
Gayathri
Good Morning,
Does anyone know bulletin number and date BSI is planning to release Tax Factory update with the 2022 Federal Tax Tables for TF 11.0?
Thanks,
Debbie
Hi Deborah
This thread aims to address topics related to tax reporter year end process.
To keep it organized please post your question into the community.
You can also check if there is a post into the Tax Factory 11 thread,
Regards,
Hi Graziela - I have a question on the Washington Cares Fund. Note 3103555 instructs to adjust tax models to include /113, /114; however, there is no guidance on whether the tax types should be based on residence state (IT0207), Work State (IT0208), or Unemployment state (IT0209).
What does SAP recommend based on research into the Cares Fund?
The website WA Cares Fund - Long Term Care Benefits - Exemptions - Enrollment does not seem clear to me. It indicates premiums should be taken from Washington "workers", but it also states that you must be a WA resident to apply for benefits.
Any guidance is appreciated.
Thanks, Cindy R.
Hi Cindy,
This thread aims to address topics related to tax reporter year end process.
To keep it organized please post your question into the community.
You can also check if there is a post into the Tax Factory 11 thread,
Regards,
Hi Roger - Thanks for suggestion - I posted here because there is earlier discussion in this same blog, regarding this 2022 requirement.
Cindy -
Since WA does not have income tax withholding, we only applied it to the unemployment in the tax model. We are assuming if we have an employee who works in WA, but is not a resident they will be exempt and that would be set on IT0235 or the employee would opt out and that is still on IT0235.
Thanks for the input. We are also currently set up to calculate on unemployment state. Thanks for input on how you are handling non-residents.
Cindy,
There's a special note for Washington in TUB 62 - "The WA Cares Fund tax is work-based and applies to both residents and non-residents whose work is localized in Washington".
We received input from the business to configure this for work state in the tax model.
Thanks,
Mitesh
Thank you Mitesh - Based on the BSI info, and other research from business partners, we are moving the calculation to be based on work state also.
Graziela and others - I received this info Friday from our business partners regarding delay in implementation of WA Cares Fund.
Inslee, Billig, Jinkins statement on delaying WA Cares Fund premium assessment | Governor Jay Inslee
Inslee, Democratic leaders put brakes on WA Cares payroll tax for long-term care | The Seattle Times
Cindy -
Your comment is the first we've heard about this!! We already have it configured and run our first payroll next week so I'm not sure we will be able to remove the configuration before that happens. I've forwarded the links to my payroll users and hoping they can contact the state in some way to find out what happens if we do collect the taxes from the employees.
Thanks for the update!
Hi Alicia,
We are assigned with the task of WA cares fund - /113.
What does SAP recommend based on research into the Cares Fund?
@Alicia.Robinson - You have already assigned and run first Payroll. Share some insight into this.
Warm Regards,
Navneet
Navneet -
We have not run our first payroll yet - that would happen next week 12/30. We usually are able to move last minute changes since our business knows we have a short time frame to make changes before we process our W-2's due to a holiday shut down period. We moved a change to remove the 113 from the tax combo used in the tax model and that fixes the issue where the tax will not be withheld. You could just change the begin date but then you are stuck if they don't activate the tax on that date.
Hope this helps.
This is what we are doing as well.
Thanks
Chandra
Hi Cindy,
Refer to SAP note:
3134644 - BSI: WA cares fund tax postponed
Kind regards,
Graziela
The WA cares fund tax thing is getting comical. Just saw a statement from the WA Governor, that the cares fund tax still needs to be collected unless rescinded by the legislature; if not, the employer will be responsible for the full amount starting Jan 1.
WA Cares, just not that much :.)
Could anyone have the error when applying BSI TUB 70 from the sync program : It was not possible to insert entry WA 3320201231 in Table T5UTX. Not sure what tax type is referring. if this tax type 33 but this tax not even on the TUB for updates . Taxes 113 and 114 are not in Tax model.
Thank you advance
Hi Prashanth,
Check in table T5UTX if you don´t have any overlapping for tax type 33.
We got some case about this and the issue was due the overlapping.
You need to adjust T5UTX to not have this and rerun the sync tool.
Kind regards,
Graziela
Hello Prashanth,
I had this issue as well. The note to review is 2550829 - Synchronize Payroll Tax Data Update Error. It describes a prior issue with same result. So you just need to maintain tax type 33 and 43 for WA in T5UTX table to clean up the overlapping entries.
Anna
Thank you so much. This fix the issue with Sync tool.
BSI just released document that tax types 113 and 114 are reinstated.
Yes, except no indication in the statement from BSI about when the TUB that reinstates the collection of premiums for tax types 113/114 will be issued. Based upon Governor Inslee's comment that the legislature will reconvene on January 10th to decide the issue, I'd expect the BSI TUB that reinstates the taxes to be issued sometime next week.
Hi Matt,
BSI just confirmed that the Tax Types 113 and 114 will be reinstated on Regulatory Bulletin 73, released on January, 19th.
Kind Regards,
Carlos
Thank you for the excellent information! I am a Basis administrator managing multiple systems including an HCM (EHP8) system. I have applied HRSP each year and have experience doing so. However, I am not versed in the functional side of HCM, payroll, tax reporter, etc.and I am now in a unique situation that I need some expert opinions. My company (US-based) has decided to move away from HCM and internal payroll processing. The last payroll activities were completed recently (mid-Q4) on Nov 15, 2021. Now our (new, non-SAP versed) payroll specialist has communicated that no W2's, 1099s, etc will be produced from HCM but that Tax Reporter will still be used this quarter, Q1 2022, and possibly Q2 2022 to produce any relevant 2021 (quarterly and annual) reports needed. No payroll processing or anything outside of using Tax Reporter to "close-out" the year will be done in this HCM system. The question then is if the 2021 Year-end HRSP and Tax Reporter notes need to be applied (as well as BSI TaxFactory updates)? My gut feeling is "yes" we still need to as some updates apply to current year (in addition to the next year), but I am not 100% sure of this and management does not want the system touched any more than necessary. Please help with justification on if the 2021 HRSP, Tax Reporter notes, and BSI TaxFactory updates need to be applied or not in this situation. Thank you! Also, please ask for any pertinent information that I may have failed to provide.
Looking back in PU19, I see prior Payroll Manager would run SUI Wage Reports, NY Combined Wage Reports, 941, & 940 (along with W-2 and 1099 which was already stated would not be created from this HCM system this year). Also, we are in 5 states (IN, NY, CA, AZ, TX).
We were involved in a similar situation for this tax year. The final payroll was processed in Q2 and the system was not used for further processing until year end tax reporting. In our case we are producing 2021 W-2's from Tax Reporter because Q2 was truly the final payroll. So because of this, we didn't really have a choice and and applied the year end HRSPs and all notes.
In a case like yours I think I'd want the payroll team to confirm exactly what will be produced by Tax Reporter, and then try to bump these reports up against the changes in the year end phase I, II and subsequent notes from SAP. There are a number of ways to produce quarterly and year end reporting when there is a system change. The conversion approach, timing, etc. can drive a lot of what has to come from each system as I'm sure you know. In your case I would guess the Q4 941 would have to come from the new system for example, since 2021 payrolls are likely still being completed there.
If the old system is truly dormant, I suppose you could take a wait and see approach as well. Because the system isn't processing payroll (are any other modules still live?) significantly reduced testing might be needed to push the HRSPs through the landscape. So if you wait to apply the HRSPs and find out that you need them later...could you push them through in a few days?
Thanks for your insight and questions, Mitch. We are in the middle of a migration to S/4 as well (hence the limited time to invest in the HRSP), and no other modules are active on this HCM box. Since my now smaller Payroll team is not really SAP experienced, I think I will do a quick db copy to our sandbox and apply the HRSPs and notes there. Then they can produce the reports in both sSBX and PRD and compare. If they find differences then we can make the call to upgrade DEV, QA, and PRD. And I agree, mush less testing is needed since the system is dormant and not critical for payroll any longer.
Cheers and Happy Holidays!
Hi Graziela,
Creating a new comment as to not have this buried in the replies to the last comment.
Any work or insight yet on when BSI will deliver the Washington state Paid Family and Medical Leave increase from 0.4% to 0.6%
Thank you for your assistance.
Kelli Dixon
Hello Kelli,
I have reached out BSI again about this and the information that I got is that this week they expect to have the ETA for this change.
Kind regards,
Graziela
Thank you for the update!
Kelli
Any news from BSI on when they are going to release the 2022 Federal Tax Tables?
Hello Jennifer,
I see some changes for Federal effective 2022 on Regulatory 71, which is expected to be released on December 29th.
However, my suggestion is to contact BSI team directly to get further details on this topic, as this is maintained by them.
Sincerely thanks,
Carlos
Has anyone been able to confirm if BSI Tub 71 does indeed contain the 2022 Federal Tax tables? The world (or at least the USA) wonders....Thanks, Jeff Wible
I contacted BSI support last week and they also said 2022 federal tax tables would be included in TUBs 71, to be released on 12/29. Still waiting...
I just saw that Tub 071 has been released and the 2022 tax tables for withholding are included.
Is anyone having issues getting the 2022 Fed Withholding to calc correctly?
When Phase III releasing? is there any planned updates for tax reporter?
Thanks
Gayathri
Hello Gayathri,
The Phase III Note is 3132965 - Year End 2021 Phase III for U.S. Tax Reporter.
This will be released to customers very soon.
Sincerely thanks,
Carlos
Hello Community,
The Phase III Note for Tax Reporter has just been released: 3132965 - Year End 2021 Phase III for U.S. Tax Reporter.
I wish you all a Merry Christmas!
Best Regards,
Carlos
Hi,
In activating the objects from programs NOTE_3100510 & NOTE_3134256, it required us to execute the program in client 000 which we did. Do we need to do anything with the client 000 transport?
Thanks,
Loc
Hi Loc,
You need to create a transport to the other clients to include the changes you have performed in client 000, for the tables that have delivered class C.
Kind regards,
Graziela
Hi Graziela,
The programs created client 000 entries in tables T51T3, T51T7, & T5UX7 of which all have delivered class E. Do we still create a transport to our other client for these tables even though they are not delivered class C?
Thanks,
Loc
Delivery class E indicates the data is maintained both by SAP and customer. SAP delivers/maintains client 000 data and customer have to transport/adapt to their respective clients.
Would we use transaction SCC1 to copy the client 000 transport over to our respective client for transport? Thanks.
I wouldn't recommend SCC1. You would want to do an "adjustment" via SM30 (SM30> utilities > adjustment > compare > select and adopt) in your client and pull those changes delivered by SAP from client 000. This way you would avoid overwriting any customer specific entries/configuration.
Any word on the 2022 Fed tax table update from BSI? We have updated thru TF 11.0.f 069.
Thanks,
Brandyn
Hello Brandyn,
You can check the answer to your question here.
Happy Holidays,
Carlos