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Payroll Users – Be sure to run the step to update to the new 2021 Tax Tables! The 2021 Tax Tables are included in this update release. Once installed, go to the Payroll Parameter Menu and run the ‘Tax Table Update’ option for 2021.
Reports - Absentee Report - “Hire Date” has been added to Grid Reporting for the Absentee Report. This date will pull from the General tab in Enter/Edit Personnel Master. SF-6281
· Reports - Vendor 1099 Report - The following changes have been made for 2020 electronic file for 1099’s:
o Previously NEC (Non-Employee Compensation) was reported as a MISC record but will now be reported separately for 2020.
o Previously NEC was reported along with other MISC 1099 types as an amount code ‘7’ in positions 28-43 of the ‘A’ record. We reported ‘1367C’ in these positions. Now we will report ‘136C’…
o NEC will now be in its own 1099 grouping in the file. It will be reported with ‘NE’ in positions 26-27 and a ‘1’ for amount codes in positions 28-43 of the “A” record.
o NEC records will not have any "K" records, and positions 544-570 are blank SF-6283
Reports
- Vendor 1099 Report - Modified
the Vendor 1099 Report to report Non- Employee Compensation (NEC) separately from MISC. Added
a new 1099 Type for “Non-Employee Comp”. Note
- a summary message will be printed at the end of the “Print Vendor
1099’s for 1099 types of Non-Employee Comp,
Dividend, Interest and Real Estate.
SF-6408
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Reports
- Annual Financial Report PDE-2057 -
For Pennsylvania Only - The 2019-2020 revenue and expense files
(used with the PDE-2057 reporting) have been converted and emailed
to all PA clients. If you have not received the files,
please contact Karen Kish @ [email protected]. SF-6369
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Reports
- Employee Benefit List, Benefit Verification Report - The issues
with saved Filters generating errors has been resolved for Insurance
and Benefits Reports. SF-6380
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· Process - Export ADP File - For GA clients only - The PUF report will now show a total for the Monthly Salary column. SF-5388
Deductions
- 403B Remittance File/Report -
Modifications were made for
the new file layout per AIG. The 457 Roth
After Tax amounts will now be reported in column H. SF-6367
Deductions - Create State ORP Withholding Report/File - Voya has been added as a file type on the Create State ORP Withholdings/File screen. SF-6325
Deductions - Medicaid Cost Report - Grid reporting has been added to the Medicaid Cost Report. SF-6356
Employees - ACA - The following changes have been made for ACA reporting:
o Monthly zip code fields have been added in Payroll and Personnel on the Enter/Edit ACA Employee Information screens. We have also added new coverage codes 1L-1S in the coverage code drop downs. If codes 1L - 1Q are used, a zip code is required. SF-6372
o The 2020 Pressure Sealed form for employee mailer will print the zip codes for coverage codes 1L - 1Q. SF-6360
o The 1095 C Third Party file now includes new fields for 2020 (zip codes for associated coverage codes and age as of 01/01 of the processing tax year). Previously the “E”mployee records were 485 characters long, but are now 552 characters long. No changes were made to the “D”ependent records. Please note that only 5 positions of the zip codes are output due to the fact that the IRS electronic file only requires 5 characters. The Zip Codes are in positions 486-550. The employee’s age as of 01/01/2020 is in positions 551-552. SF-6361
o 1095 Summarization Report - A new checkbox labeled "Only show employees with more than 13 dependents" has been added to the report. If the year to report = 2020, the checkbox will be enabled. If checked, the report will only pull employees who have more than 13 dependents. If the Year to report is not = 2020, the checkbox will be disabled. The report will now include zip codes that have been entered for each month.SF-6407
o The 1095 IRS Printed copy now includes new zip codes for 2020. Also, the number or covered individuals has been reduced from 18 to 13. If printing for 2019 year, the 2019 format will be used (without zip codes for coverage codes). SF-6362
o The IRS Electronic File has been modified for 2020 reporting.
♦ The Age as of January 1 of the reporting year will be included in the file.
♦ If coverage codes 1L - 1Q are used, an associated zip code must be entered on the Enter/Edit ACA screen. The electronic file will include the 5 digit zip code. SF-6375
♦ The Manifest file will have “ty20” in the header line, but the selected tax year will be reported as the “PaymentYR”. SF-6363
♦ The SoftwareID code has been modified to “20A0011634” for the 2020 reporting year. SF-6416
o The 1095 B IRS Printed copy includes changes for year 2020. A New Code was added to Line 8 - Option G Added - Individual Coverage Health Reimbursement Arrangement (ICHRA). The new code is available in Payroll>Employees>ACA>ACA Documents and Files, then select 1095 type for “1095-B IRS Printed Copy”, then drop down the Origin of policy to see the available codes. SF-6365
o 1094-C (top portion of Employee File) the AuthoritativeTransmittalIndRequired is no longer optional. SF-6366
o IRS 2020 form 1099-NEC - Non-Employee has been added as a 1099 type. At the end of the report a message displays with the number of 1099’s printed and the total amount. This can be compared to the Vendor 1099 report for Non-Employee Compensation. SF-5792
o IRS 2020 form 1099-MISC - The 1099-Misc legal amount has been moved from box 14 to box 10, and the Non-Employee compensation has been removed. This amount will appear on the new 1099 NEC form. SF-5793
o ACA 1095 C & Continuation Form - For 2020, 1095C standard employee copies (not mailer), there are now two ways to print: on preprinted forms or on plain paper. The option for printing on plain paper can be used for individual cases where an employee may need a new copy. In order to print on plain paper, two new checkboxes were added, “Print on plain paper” and “Print address pages”. If the 1095 Type is “1095-C Standard Employee Copy” and the Year to Report is 2020 (or after), the “Print on plain paper” checkbox will be enabled. The “Print address pages” checkbox is disabled by default. If the user checks “Print on plain paper,” the “Print address pages” checkbox will become enabled. If the 1095 Type is not “1095-C Standard Employee Copy” or the Year to Report is before 2020, both new checkboxes will be disabled and unchecked. (Please note that if you choose to print the 2020 1095C on plain paper and elect to print address pages, each 1095C will be five pages long: the address page, page 1 of the 1095C, page 2 of the 1095C, page 1 of instructions, and page 2 of instructions.) SF-4430
Parameters - Pay Type - A new field was added for “Exclude from encumbrances”. This field will be visible only when FL system file - page 2 is flagged to calculate payroll encumbrances. If the Paytype parameter is flagged to "Exclude from encumbrances", when “Calculate PR Encumbrance” is run, the pay type will not be included in the Pay Type drop down encumbrances and encumbrances will not be calculated for that pay type SF-6002
Parameters - Pay Type - new selection added for reporting amounts in box 14 on the W2.
o A new selection has been added to the "W2 Paytype dropdown" for code 14 - Box 14 Only. When the W2 Paytype is 14, the amounts associated with the pay type will be reported in box 14 of the employee's w2. SF-6446
o When entering a special compensation record with w2 pay type of 14 (Box 14 Only), the W2 note will automatically default with the pay type's abbreviation. SF-6434
Parameters - 2020 Tax Table updates are included in this update. You must run the “Tax table update” for the 2021 tax year to update the new tax rates. This can be accessed from Payroll>Parameters>Tax Table Update. SF-6050
Taxes - Print W2’s - This addresses issues with displaying W2 in ESS instead of printing. If the user chooses print preview, the selected employees are all previewed to the screen. If the user chooses to do a print, the ones flagged to go to ESS will go to ESS, and print paper check will print a w2. SF-6038
· Employees - ACA - Monthly zip code fields have been added in Payroll and Personnel on the Enter/Edit ACA Employee Information screens. We have also added new coverage codes 1L-1S in the coverage code drop downs. If codes 1L - 1Q are used, a zip code is required. SF-6372
· Employees - Enter/Edit Personnel Master - When adding a new employee, the Education level on the State Settings tab will default to blank. SF-5445
· Process - Enter/Edit Purchase Requisitions - When using the PO Approval Tree feature, there was an issue in the previous release 4.154.2.1. where purchase requisitions were getting lost in the approval path if the user entering the purchase requisition also had final approver rights. This has been resolved. SF-6427
Process - PCard Interface - Import P-Card File - A new Import file type has been added to the Purchase Order System file for P-Card Purchases. The Import file type of “Paris format using Vendor Id” will allow the import to work as follows:
o The import p-card file will now handle multiple account distributions. SF-6350
o The import will import a vendor by “vendor ID number” rather than vendor name. SF-6456
Note
- the P-Card Purchases set up “Import file
type” now has 3 import types:
Paris format,
.txt file (this imports based on vendor name
in the file, and it does not import multiple account distributions).
Paris format using Vendor Id (this one imports based on a vendor number
in the file, and imports multiple account distributions).
Commerce format, xlsx file (this imports from
an xlsx file
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Site Administration
o System Settings- The option to turn on/off the Two Factor Authentication method has been added to ESS in Site Administration>System Settings>Change Two Factor Authentication. Click on Enable Two Factor Authentication to turn on/off. ESSSFNXTGN-812
o System Settings – For the web requisitions approval process a field for Accounting System Username has been added to the Edit User Roles screen. This box will only appear when purchasing approver has been added as a user role. This name must exactly match the Smart Fusion user ID in User Security. ESSSFNXTGN-819
Payroll Actions
o Check Inquiry –Federal tax information is now showing correctly in Check Inquiry in ESS. ESSSFNXTGN-830 Process - Edit Purchase Orders - Modified the field labels for Beginning vendor/Ending vendor to Beginning vendor name/ Ending vendor name (since these search field were for vendor name). SF-5222