Reversing termination and taxes
Date: Fri, 18 Jun 1999 10:41:28 -0400
From: Bill Fisher wfisher@skidmore.edu
Subject: PAY:Problem with reversing termination and taxes
We have a re-curring problem when we reverse the termination on an
employee. During the termination process the tax rules records and the
Vertex tax elements and element entries are end-dated. When we reverse the
termination, some or all of these records are not updated to show the new
end date (31-DEC-4712). As a result, no taxes are taken during the payroll
run, and we get errors on the tax entry screen. Oracle Support has given
us a diagnostic script they call per.sql, and a recommendation to manually
update the end dates to the correct dates using SQL statements they gave us.
This is becoming a high maintenance activity. Unfortunately we aren't able
to isolate and duplicate the problem - it doesn't always happen, but it
happens frequently. We'd be interested in knowing if anyone else has this
problem.
We are currently running 10.7 NCA, on a 7.3.3.4 database on Sun Solaris.
William P. Fisher
Assistant Director of Financial Services
Skidmore College
Barrett Center
Saratoga Springs, NY 12866
(518) 580-5827
email: wfisher@skidmore.edu
Deduction of Taxes against Pay - Question 1
Date: Thu, 24 Jun 1999 22:23:24 -0500
To: OraHRMS-L@mail-list.com
From: Jenine Knight jknight@se-tech.com
Subject: [orahrms-l] Federal, State and Local Taxes
We defined our Elements for Earnings, Deductions and Benefits. We ran our
first Quick Pay and Full Payroll Run, however no Federal, State of Local
Taxes were taken out of the checks. Any suggestions??
Regards
Jenine
From: lakshmi mannem prasuna_ml@hotmail.com
To: tahodge@hotmail.com
Subject: Re: [orahrms-l] Federal, State and -Local Taxes
Date: Fri, 25 Jun 1999 13:34:35 PDT
Hi Folks:
I have got the same problem, ie. tax free. But I am getting the ytd
balances which we loaded.
I checked the log file and it says that
attempted to load vap020.dll
failed to load vap020.dll
We are on 11.0.3 on Windows NT. We tried to locate this dll but not.
We are thinking that oracle is somehow not loacting vertex link is this
true..
can any body give suggestions.
Thanks
LOkanadha raju
From: Terry Hodge tahodge@hotmail.com
To: jknight@se-tech.com, OraHRMS-L@mail-list.com
Subject: Re: [orahrms-l] Federal, State and -Local Taxes
Date: Fri, 25 Jun 1999 13:46:43 GMT
Jenine,
Normally this occurs when the vertex, and cobol compiler have not been
properly set up or recompiled. Have the dba/sys admin check the log files,
and rebuild the binaries. It may be as simple as environment varibles on
the platform not being picked up.
Terry
From: "Smith, Amy" Amy.Smith@fmr.com
Subject: RE: [orahrms-l] Federal, State and Local Taxes
Date: Fri, 25 Jun 1999 08:20:23 -0400
Jenine,
Most likely you have a problem in your devenv file i.e. one
of your environment variables is not set correctly. i would
compare very closely to the readme and make sure you
have typed in the values and not cut-and-pasted them from
the readme. I worked in oracle hrms support and 9 times out
of 10 this was the culprit. most likely the VNDPAYPL variable is
where the problem is - try re-typing it in exactly as the
readme states. Also, make sure this variable is all on one
continuous line w/no return chars. good luck!
Amy Smith
Application Support - Oracle HRMS
Phone: (603) 791-7201
Email: amy.smith@fmr.com
Pager: (800) sky-8888 PIN# 1572913
Date: Fri, 25 Jun 1999 09:49:18 -0400
From: Manny Wohiren Manny.Wohiren@yale.edu
Subject: RE: [orahrms-l] Federal, State and Local Taxes
Hi
If any employee is getting paid the gross salary, no tax taken out, then
one must check whether the employee has any VERTEX elements and if they do
the effective start date and end dates of the tax elements.
If any employee has no VERTEX element zero taxes are computed, ie., an
employee will get paid the total salary with no tax deductions.
Regards
Manny.Wohiren@yale.edu
Expatriates
From: "David Norton" dnorton@iciapps.com
From: Pat Keeley PKeeley@amctheatres.com
From: "David Norton" dnorton@iciapps.com Change Taxability Rule for an earning element
Subject: [orahrms-l] Taxability Rules
Subject: [orahrms-l] Fw: [orahrms-l] Taxability Rules Initialize Tax Records
Subject: [orahrms-l] Initializing Tax Records Create Default Tax Record
Subject: [orahrms-l] HR: Date Tracked W-4 Patch & Default Tax Record Issues
Subject: [orahrms-l] Re: Date Tracked W-4 Patch & Default Tax Record Issues
Subject: [orahrms-l] Re: Date Tracked W-4 Patch & Default Tax Record Issues
Subject: [orahrms-l] Re: Date Tracked W-4 Patch & Default Tax Record Issues
Subject: RE: [orahrms-l] Re: Date Tracked W-4 Patch & Default Tax Record Issues Withholding Tax
From: "Beers, Al" abeers@kpmg.com
From: "William C.Stratton" bstratton@sprynet.com Change Default Tax Status
Subject: [orahrms-l] Default tax status Problem in SIT balances (YTD) after performing Balance conversion
Subject: [orahrms-l] YTD: SIT Withheld (Oracle HRMS)
Subject: Re: [orahrms-l] YTD: SIT Withheld (Oracle HRMS) HR_SIT_API.create_sit gives KFF error
Subject: [orahrms-l] SIT Problem - Key flexfield analysis criteria error (ORA-20001: Value 57 is invalid.) Tax Categories
Subject: [orahrms-l] Tax Categories Vertex - Taxes are not withheld or reflected in the balances - Question 2
Subject: [orahrms-l] Vertex issue part 2
Subject: RE: [orahrms-l] Vertex issue part 2 No taxes coming on SOE - Question 3
Subject: [orahrms-l] State, Federal and Local Taxes
Subject: Re: [orahrms-l] State, Federal and Local Taxes W4 API Patch
From: "Schmit, Mark" mschmit@Mail.Donaldson.com
To:
Date: Wed, 23 Jun 1999 19:19:50 -0400
Subject: [orahrms-l] International Taxation
Does anyone have any insight on how to handle employee's performing temporary duty outside the united states? We have employees that report to work outside the US for periods from a few days up to a year or two. I know there are some taxation issues concerning exemptions from us tax and paying other country taxes. Does vertex handle this or do we have to have multiple installations with different legislations installed?
Has anyone dealt with this?
Thanks,
David Norton
To: "'David Norton'" dnorton@iciapps.com, OraHRMS-L@mail-list.com
Subject: RE: [orahrms-l] International Taxation
Date: Thu, 24 Jun 1999 09:00:00 -0500
David,
I know that Oracle does not support "expatriates." There are work-arounds,
but it is very important that you understand all the rules/guide lines and
company policies, so that you can set it up correctly. This is not a minor
task!
Pat Keeley
ARIS Corporation
To: "Pat Keeley" PKeeley@amctheatres.com
Subject: Re: [orahrms-l] International Taxation
Date: Thu, 24 Jun 1999 13:24:46 -0400
I have come to understand that it is not easy. My customer has already gone
live and they are maintaining multiple assignments for every employee that
is in this situation. They record time against the appropriate assignment
and get separate checks, W2's, Etc.
I am thinking that there may be cleaner way of doing this.
David Norton
From: jowsley@usmarine.com
Date: Mon, 15 Feb 1999 09:47:52 -0800
What would be required to change the taxability rules for an earnings
element if the element has already been set up, attachced to an employee
and processed through payroll?
From: "William C.Stratton" bstratton@sprynet.com mailto:bstratton@sprynet.com
Date: Mon, 15 Feb 1999 16:53:53 -0500
Although I have never tried it, I would believe that the change would take
effect the next time the element was processed. There would be no
"retro-active" processing. By the way, taxability rules are established at
the earning category level, not at the element level. By changing the
taxability rule for an earning category, all elements with that category
will be effected.
Test it in a test environment, and report back to the list server and tells
us what happened.
Bill Stratton
BOSS Corporation
Better Organization Service Solutions
6455 East Johns Crossing, Suite 404
Duluth, GA 30097
770-622-5500 (V) 770-622-5400 (F)
http://www.bosscorporation.com
From: jowsley@usmarine.com
Date: Wed, 17 Feb 1999 15:39:14 -0800
I guess it's no secret that once the emp tax tables have been populated
during a conversion, the tax records have to be initialized via the tax
forms before the taxes will be calculated during a payroll run.
Does anyone know of a way to programmatically initalize these records after
the tables have been populated?
From: "Kevin Jarrett" kejarr@copelco.com
Date: Mon, 22 Feb 1999 16:50:52 -0500
Hi everyone,
We're implementing the Oracle/Ceridian interface and are exploring ways to
create default tax records, which are required by the interface but are not
present because we are HR Only.
Oracle Support says they have just released an API that addresses this
issue, as part of their patch for "Date Tracked W-4s" which is available
at:
ftp://192.86.154.96/apps/APPLICATIONS/HR_PAYROLL/ADDITIONAL_FUNCTIONALITY/D
TW4_API/
Does anyone have any experience with or further information about this
patch?
Thanks, kj
From: "Kevin Jarrett" kejarr@copelco.com
Date: Tue, 23 Feb 1999 16:06:10 -0500
We have solved a similar problem on an Oracle HR/Payroll project by
creating
a PL/SQL script to call the following package:
pay_us_emp_tax_rules_pkg.default_tax_with_validation
Ok...I think that's what we did...but then can you tell me when this
process has completed normally, approximately how many
FEDERAL
STATE
COUNTY
tax records I should have, assuming I ~ 750 active employees?
Please remember, we're HR-only.
Thanks!
-kj-
From: "Ken Conway" k_conway@sprynet.com
Date: Wed, 24 Feb 1999 08:28:16 -0600
Cc: "Kevin Jarrett" kejarr@copelco.com
Kevin:
I am not sure if an HR only implementation will behave differently. When
you invoke the Tax Information window through the application with both HR
and Payroll, these tables get populated:
pay_us_emp_fed_tax_rules_f
pay_us_emp_state_tax_rules_f
pay_us_emp_county_tax_rules_f
pay_us_emp_city_tax_rules_f
Note that these are Date Tracked tables. Thus, I would expect to find
multiple records for certain employees. I do not have access to a system
this week and will have to check in with some of our other projects to
confirm that this is the case. Thus, I would expect that the number of
database records for each table will be equal to 750 multiplied by the
average number of date track changes expected per employee (excluding future
new hires).
Please confirm that these same tables are populated for your HR only
installation.
Thanks,
Ken
Ken Conway
BOSS Corporation
From: "Kevin Jarrett" kejarr@copelco.com
Date: Wed, 24 Feb 1999 10:10:21 -0500
cc: OraApps-L@cpa.qc.ca, OraHRMS-L@mail-list.com
In an HR-Only environment I am told that tax information is held in:
per_assignment_extra_info.
The objects below don't exist in our installation.
Thanks, kj
From: "Venkatesh, Masoor" mVenkate@wssc.dst.md.us
Date: Wed, 24 Feb 1999 11:30:49 -0500
Cc: OraApps-L@cpa.qc.ca, OraHRMS-L@mail-list.com
Kevin: If you are only Prod 16.1 and/or you have applied the W-4 patch, all
these tables exist:
per_assignment_extra_info
pay_us_emp_fed_tax_rules_f
pay_us_emp_state_tax_rules_f
pay_us_emp_county_tax_rules_f
pay_us_emp_city_tax_rules_f
But, only the last four tables will get populated with tax information once
the W-4 patch has been applied.
Regards,
Tony x8452
http://www.mcsgroups.com
Date: Thu, 11 Mar 1999 11:48:31 -0500
Cc: "Knoerlein, Gary M" gknoerlein@kpmg.com
Our client has work locations in only one state (Connecticut) but has
employees who commute in from other states (for example, New York and
Massachusetts) every day to work. They have an established procedure to
withhold the ONLY Connecticut state income tax. If employees are liable for
state tax in the state of residence, they file estimated payments on their
own.
Is there a way to shut off the calculation and withholding of the other
state tax, other than by making an entry on each employee's tax withholding
rules screen for the state of residence?
Al Beers
Consultant
KPMG LLP
Oracle Practice, Houston TX 77002
Cell Phone (281) 788-5589
Client Site: (203) 432-9476
Voice Mail (713) 319-2601
e-mail: abeers@kpmg.com
Date: Thu, 11 Mar 1999 13:13:49 -0500
I believe one of the year end patches now allows you to establish at the GRE level which states this GRE should deduct. Look under the Employer Identification flexfield when you press the Others button. I haven't tried this, but it looks like you can set a flag to say to only deduct state income taxes for states where you have established state tax rules.
One word of caution, though. Although the company may have an established procedure to deduct only from the workstate, you may want to verify that the company does not have a legal obligation to withhold for these other states.
Hope this helps
Bill Stratton
BOSS Corporation
From: "Beers, Al" abeers@kpmg.com
Date: Fri, 26 Mar 1999 10:12:58 -0500
Cc: "Chandler, Cameron F" cfchandler@kpmg.com, "McLean, Fabia H" fmclean@kpmg.com, "Colbert, Kenneth R" kcolbert@kpmg.com, "James, Ike" ijames@kpmg.com, "Stayman, Edward C" estayman@kpmg.com, "Louis Jr., Felton J" flouisjr@kpmg.com, "Cannon, Arthur" acannon@kpmg.com, "Owens, Roland" rowens@kpmg.com, "Achilleos, Tony G" tachilleos@kpmg.com
My client asked that I pose this question - Any takers?
We would like to change the
default Individual State Tax Rules "Filing Status" for Connecticut
from
'Filing Status "A"' to 'Filing Status "D.It was suggested that we
change this at a specific Organization Unit
level.
If you query up HR_ORGANIZATION_UNITS for our business group and
locate the
Organization Classification GRE/Legal Entity and select "Other" to
access
other Organization Information "State Tax Rules" you may alter how
"Filing
Status / Allowance Rate" behaves in the application. There are two
values
for this field: "Single Status / Zero Allowances" or "Federal
Default".
However, when I played with this in our development database, I got
no
change in the Individual State Tax Rules "Filing Status".
Please forward this on to your contacts to find out if anyone else
has done this with or without customizing the application.
Al Beers
Consultant
KPMG LLP
Oracle Practice, Houston TX 77002
Cell Phone (281) 788-5589
Client Site: (203) 432-9476
Voice Mail (713) 319-2601
e-mail: abeers@kpmg.com
From: Manny Wohiren Manny.Wohiren@yale.edu
Date: Wed, 31 Mar 1999 09:32:10 -0500
Hi Folks
I recently did a balance conversion and all is well, with the exception of
one problem with the SIT Withheld balance.
When u run a quickpay or a payroll run (after balance conversion), the SOE
only shows the SIT Withheld balance for the current payroll run. It does
not sure the accumulated YTD balance. For example, assuming John Doe had a
YTD balance of $1000, after a quickpay the SIT Withheld balance for PTD
shows $75 and the YTD balance also shows $75. The YTD dimension for SIT
Withheld should be $575.00 (500 from balance conversion + the PTD sum).
All other balances, e.g FIT Withheld works as expected.
Has anyone had this problem. I would appreciate any suggestions.
Regards
Manny.Wohiren@yale.edu
From: "William C.Stratton" bstratton@sprynet.com
Date: Thu, 1 Apr 1999 07:43:44 -0500
Hi Manny,
You might want to check the jurisdiction codes on the balance load records. If they are missing, or were incorrect, then you would see the symptoms you mention below.
Hope this helps
Bill Stratton
BOSS Corporation
Better Organization Service Solutions
6455 East Johns Crossing, Suite 404
Duluth, GA 30097
770-622-5500 (V) 770-622-5400 (F)
http://www.bosscorporation.com
From: Manny Wohiren Manny.Wohiren@yale.edu
Date: Fri, 16 Apr 1999 09:08:38 -0400
Comrades
I have a proc. that calls the "HR_SIT_API.create_sit". This program has
been working in the last 3months on 4 instances. Suddenly, it errors out in
all instances. The error message is always something like:
"ORA-20001: Value 57 is invalid."
"ORA-20001: Value 01-APR-1999 is invalid."
"ORA-20001: Value F1 is invalid."
It does not matter which segment l pass a value to, the error "ORA-20001:
Value ..... is invalid is returned.
We are running Oracle 10.7 smart client 16.1 on RDBMS 7.3.3.4.
I would gladly welcome any suggestions.
Kind Regards
Manny.Wohiren@yale.edu
From: Pat Keeley PKeeley@amctheatres.com
Date: Fri, 16 Apr 1999 13:15:11 -0500
I was just wondering how many of you are setting up new Tax Categories
and why. Also, is this creating a problem with maintenance/upgrades.
I have managed to avoid setting up new tax categories, so far. But
I've run into this so often, that I'm thinking I missed something
along the way. I'd appreciate anything you have to share.
Pat Keeley
From: "Michael Scott" mscott@goodegg.com
Date: Tue, 25 May 1999 15:11:15 -0500
With this groups help, I have resolved the fatal vertex error, and now can
generate a statement of earnings, but no taxes are being withheld. I have
setup my test employees to be married with 1 exemption, at the federal,
state and local levels. Yet no taxes are withheld or reflected in the
balances.
The fatal vertex errors were solved by fixing the devenv, which originally
had been correctly created by the DBA's, but overwritten by a later patch.
This was corrected and relinked, but now no taxes are withheld. Any
thoughts or ideas?!?!?! ORacle is struggling with this one as well.
MS
From: pkandra@civicdevelopment.com
Date: Wed, 26 May 1999 07:50:04 -0400
Michael,
Have you linked the VERTEX element to your payroll ?
From: "Jenine Knight" jknight@se-tech.com
Date: Wed, 14 Jul 1999 18:10:42 -0400
Hi All
We are testing our Payroll and are experiencing the following problems. I entered employees with addresses, assignments info (Organization, Job Title, People Group, Payroll, Assignments Status, GRE, Work schedule, Salary Basis) and a Salary. Further more we went into the Tax Screen and set the exeptions and we assigned elements to the employees. We ran a Quick Pay and no Taxes (Federal, State or Local Taxes) are coming out on the Statement of Earnings. We tried again by running a full Payroll Run and the same problem.We have Vertex installed and the Vertex Element is linked to all Payrolls. We didn't change any addresses in the Location window.
Any suggestions as Oracle Support hasn't been able to give as an answer yet. Thanks for the help. It is much appreciated.
Regards
Jenine Knight
From: OraHRMS-L List Owner gaclark@ibm.net
Date: Wed, 14 Jul 1999 20:04:38 -0400
Jenine,
This problem could be an indication that the assignment does not have the
Vertex Element attached to it. Although this element will not appear via
the Element Entry window, you may write a simple query using SQL*Plus to
verify if this is the case.
If this is indeed your problem then the important questions are:
1. How did this occur?
This could possibly occur if somone has been manipulating the assignment
location directly in the database and not through the application or a
supported API. However, your guess is as good as mine.
2. How do you correct this?
I've been successful in the past by querying up each individual employee,
making a change to their primary address and/or their assignment location,
then issuing a commit by saving the change. Recall the Primary Address and
Assignment Location drive resident and work state taxation.
Let me know if you resolve this issue. If not, please send me your TAR
number so I can see what work has already been done.
Regards,
Greg
Gregory A. Clark
Senior Principal Consultant Oracle Corporation
HR/Payroll Practice 6505 Blue Lagoon Drive
Voice Mail: 305.260.7221 Suite 400
Email: gaclark@us.oracle.com Miami, FL 33126
Alternate: OraHRMS@ibm.net
Date : 18th August 1999
Subject: W4 API
Once upon a time ..... there was traffic on this list server about a W4 API
patch. From what I can remember, the W4 API process does not work well.
There was a patch to deal with this, but it caused more damage than it
cured.
Does anyone have the patch number, comments, experiences on loading W4's
through the API?
thanks,
Mark Schmit
Donaldson Inc.
(612) 703-4606