W-4 Employee’s Withholding Certificate and Federal Income Tax Withholding for 2020

[former_member87421]

New updates+++

July 7th: Section 'In PA30 - Withholding Info W4/W5 US (0210) infotype' has been updated:

• Marital Status

 

SAP has delivered updates to address to relevant technical changes to prepare for the new W-4 form model for year 2020. The aim of this document is to provide informational implementation that needs to be performed in SAP side for activating the new/changed functionality supported by SAP.

 

W-4 business background/impact

Affects payroll processing from the first pay period of year 2020. Changes will impact Master Data, Tax Computation, BSI Interface and related Employee Self Services.

 

What You Need to Know About the New Federal Form W-4

In September 2018, the IRS announced that it would delay the Form W-4 revisions until January 1, 2020. The 2020 version is expected to fully reflect tax law changes made by the Tax Cuts and Jobs Act (TCJA) and help employees improve the accuracy of their federal income tax withholding. With that, you should keep in mind that:

 

• The new form includes three filing statuses (single or married filing separately; married filing jointly or qualifying widow/-er; and head of household).

2019 Version



 

2020 Version



 

• Added the Step 2 for people with Multiple Jobs or whose Spouse Works

 

• “Total number of allowances”, line 5, replaced by Step 3 – Claim Dependents

 

• Added the Step 4 – Other adjustments, with 3 additional fields: and other anticipated tax credits (such as education tax credits and the foreign tax credit), and other adjustments to income that will either increase or decrease withholding.

 

• The IRS provides instructions in the 2020 Publication 15-T, Federal Income Tax Withholding Methods,  on the additional amounts that should be added to wages to determine withholding for nonresident aliens

What You Need to Know About the New Federal Form W-4 in SAP system

• Employees who have submitted a Form W-4 in any year before 2020 will not be required to submit a new form merely because of the redesign.

• New employees who fail to submit a Form W-4 are treated as a single filer with no other adjustments.


• If an employee only completes Step 1 (Filing Status) and signs the form, withholding will be computed based on the employee’s filing status’s standard deduction and tax rates, with no other adjustments.


• The 2020 withholding have been revised to accommodate both employees who have submitted a Form W-4 in any year before 2020 and employees who have submitted a 2020 Form W-4.


• Infotype 161 – IRS Limits reflects the IRS Lock-in letters. At the time of writing this post, the Lock-in letter still didn’t have a new version. However, we have updated Infotype 0161 to handle the Lock-In letters for FED in 2020 through SAP Note 2880846 – TAX: Lock-in letters not overriding New W-4. 

 

Section 1: Major changes to SAP System

With W-4 Tax Filing in 2020, SAP has adapted its interface, as follows:

 

In PA30 - Withholding Info W4/W5 US (0210) infotype

 

Previous



 

New

 



 

The Marital Status values effective 01/01/2020 are:

• Single (01)


• Married Filing Separately (03)


• Married Filing Jointly (04)


• Head of Household or family (06)


• Widow(er) (08)

*These statuses must be maintained in T5UTK. For more information, you can refer to SAP Note 2870071 - TAX: Table T5UTK entries for W-4 for year 2020.

For records beginning before 2020, filing status 02 (Married) should still be available. Check if the entry for 02 is still valid in T5UTK.

The following fields will be displayed in the infotype for records with begin date (BEGDA) greater or equal to 01.01.2020:

• Use Higher Withholding Rates Schedule (P0210-MULT_JOBS_IND)


• Total credits for dependents (P0210-DEPS_TOTAL_AMT)


• Other Income (P0210-OTHER_INC_AMT)


• Additional deductions (P0210-DEDUCT_AMT)

 

In Employee Self-Services (ESS)

Previous



Currently , in the ESS application for Form W-4 any change made to the record is effective the current date only and cannot be in the future.

New



In the ESS, for the new form W-4 for 2020, employees can submit a new W-4 to the employer using the first pay period of 2020. As the first pay period of 2020 can begin in 2019 (with a payment data of 01 Jan 2020), the previous solution prevented an employee from submitting a new W-4 via ESS until after payroll has been processed for the first pay period of 2020.

SAP is working on an enhancement to enable employees to set the begin date of the record to be editable (in the future) by which an employee can determine the withholding certificate to use in the upcoming pay period or later.

Note: This enhancement is planned to be released on December 20th.

 

Important SAP Notes:

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

 

Manual steps – to run the 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)

Manual steps – Run the report NOTE_2850174 in your system

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

Manual Activities –
Manual Post Instructions for SAP Note 2855896.pdf,
Run the report NOTE_2863489_DDIC,
Run the report NOTE_2863489

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.
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

2873856 New W-4 fields not disabled in PA30/PA40 for Exempt employees after applying SAP note 2872242

2876794 TAX: NWI parameter misplaced in BSI Interface for TaxFactory 10.0

This SAP Note is only relevant for the Payroll log, and does NOT affect tax calculation.

2880390 W-4 ESS: Changing field property and usage of BAdI HRXSS_PER_BEGDA

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
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

2884856 – Prerequisite objects for SAP Note 2880846
2880846 – TAX: Lock-in letters not overriding New W-4

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.

2888094 – TAX: Lock-in letters override for W-4 exempt

2881773 – W-4 ESS: ESS Web Dynpro enhancements

If you are using Tax Factory 10.0 SaaS and is facing issues with results in tax withholdings, please verify if your system is updated with the SP 72 (or the corresponding CLC). You must have the contents of the SAP Note 2780204, which is only delivered via SP.

 

Phase I State Notes:

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

 

Frequently Asked Questions - FAQ

 

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.

 

2- When you change the start date to 2020, the new fields appear in PA30, but in ESS, they are not available. Is this able to create new record W4 for 2020 in ESS with start date of 01/01/2020?

Refer to Section 1: Major changes to SAP System -> In Employee Self-Services (ESS) section.

 

3- Regarding the SAP Note 2845529 for ESS W-4 Form for 2020, how are we able to test this to see the new fields since it seems to be using the current date, which is prior to 2020?

Refer to Section 1: Major changes to SAP System -> In Employee Self-Services (ESS) section.

 

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.

 

5- I was able to display the new form in ESS only after I saved IT0210 with an effective date of 1/1/2020 for a specific test employee, but we should not have to create new records in order for them just to show up in ESS.

Refer to Section 1: Major changes to SAP System -> In Employee Self-Services (ESS) section.

 

6- How to remove the alphanumeric string displayed before the Tax Authority? 

If you are facing this issue, please refer to SAP Note 2871658 TAX: Missing field labels for ESS

W-4 2020.

 

7- Are these changes applied to customer-specific state forms?

Changes will be reflected only to Federal.

 

8-  How does SAP deliver customizing entries for filing status?

Filing status in T5UTK table must be maintained with your own entries in the system. The SAP Note 2870071-TAX: Filing Status customizing for W-4 for year 2020 serves only as a guide for you to create your own entries, and is valid only for federal entries. So you can change it accordingly with your business needs.

 

9- How is marital status 2 (Married) configured as of 2020 in SAP system?

Employees are not required to submit a W-4 for 2020. For employees who do not submit a new W-4 for 2020, the record for 2019 is still valid, and the marital status 02 is passed to BSI. The same happens for all states.

For employees who submit W-4 for 2020, value 02 is not allowed anymore. Then, records starting from 01.01.2020 must either use 03 or 04 for married status.

 

10- Where can I find the checkbox for W-4 step 2C: Multiple Jobs or Spouse Works in the IT0210?

This is the field MULT_JOBS_IND with the description “Use Higher Withholding Rates Schedule” in the Status panel.

The details are in the F1 help.

This field indicates the following conditions:

• An employee who holds only two jobs or;

• If married, both employee and spouse work are taken into account as two jobs in total. The correct amount of withholding depends on income earned from both jobs. For this case, if employee and spouse have similar income, the withholding will be most accurate if the adjustments are made for the highest paying job.

Use: This checkbox is used if there are only two jobs total.

This option is accurate for jobs with similar pay. Otherwise, more tax than necessary may be withheld.

 

11- Where can I find the checkbox for W-4 step 3: Claim Dependents in the IT0210?

This is the field DEPS_TOTAL_AMT with the description “W-4: Total credits for dependents” in the Exemptions panel.

The details are in the F1 help and Indicates the total amount based on the number of dependents employee is claiming.

 

12- In 2020 W-4 form, there is no longer a checkbox concerning last name differs from that shown on the SS card. Will this change be included in the system?

While this field is not part of the current W-4 form, it did not require SAP to prevent employers from capturing this additional data point. Therefore, this field does not affect payroll computations or subsequent processes.

 

References

https://blogs.sap.com/2019/12/07/w-4-form-for-year-2020/comment-page-1/#comment-485450

[KG11]

IRS issued guidance in Publication 15 for lock-in letters received before 2020.  They require us to continue to follow the instructions in the lock-in letter and use the withholding methods described in Publication 15-T for an employee with a Form W-4 from 2019  or earlier.  We are to follow these instructions until a release letter is received or we receive a modification notice from the IRS or the employee provides a new Form W-4 that results in more withholding.  We tested an employee who has a 2019 lock-in letter with Single, 0 allowances.  In our scenario we submitted a 2020 W-4 of Married Filing Jointly with a $1,000 credit for Dependent.  The tax calculation used the Single, 0 allowances.  However, the 2020 record in IT0210 resulted in a WF 1,1 code being sent to BSI which triggered use of the 2020 W-4 withholding method and the $1,000 credit for Dependent was deducted in tax withholding calculation—both of which don’t seem to be in compliance with the IRS regulations.  Is anyone else having this issue?  We’ve submitted a ticket with SAP.

[sukhbir_singh3]

Hello,

Can anyone confirm the following -

1. Delimit entry for Married(02) to 12/31/2019 in T5UTK or not?


2. Define New filling status - Head of Household (06) effective 1/1/2020 (Note 2870071 doesn't say anything about this)

Thanks

Sukhbir

[KG11]

I just want to say that there is something systematically wrong with the setup of the Marital Statuses in T5UTK.  First, we have to end date Married and Married/Single Rate because they are no long valid as of 1/1/2020.  So in our table we end dated the records with a 12/31/2109 date.  However, because ESS reads the date range of that table anyone who wants to view their old W4 form can't even see their Marital Status if it is one of these values.

Secondly, there really needs to be a way to "View" the old record and also a button to create a new record.  It is absolutely unacceptable to have to make people open up their old form, click save and all the sudden the 2020 fields appear.  I am trying to be nice but this is a complete disaster.

[myungjong-yeo]

Same here. We need CLEAR clarification.

 

Note 2870071 tells us to do have

03) Married Filling Separately

04) Married Filling Jointly

08) Widower

However, 2020 W-4 requires "Head of Household" status (06) that alicia.robinsonmentioned. And she got answer from BSI. From my knowledge, Married Filling Jointly and Widower are being calculated from same exact table.

Please let us know asap.

[alicia_robinson]

I will add my frustration with the T5UTK table and the tax calculations as well.  I know that I added comments on the 2020 W-4 blog about what we are using for T5UTK and I'll add those here as well. This table used to be updated by SAP and I have yet to understand why that was stopped so many years ago since the marital status codes need to pass from SAP to BSI in order to get the right tax calculated.  And unfortunately I'm afraid we have issues in other tax authorities as well that we now have to find the time to figure out what marital statuses are correct and fix those entries.

We have our own in-house ESS and in order to make everything old and new work correctly we did NOT delimit any of the old marital statuses - we only added the new ones beginning 1/1/2020.  I will  say that I tried to remove the 08 Widow(er) status because it's not on the old or new FEDERAL W-4, but it's still there.  Now to figure out where it's coming from.

FED 01 12/31/9999 01/01/1980 Single            Single
FED 02 12/31/9999 01/01/1980 Married          Married
FED 03 12/31/9999 01/01/2020 Sin/MarSep   Single or Married filing separately
FED 04 12/31/9999 01/01/2020 MarJnt/Wdw  Married filing jointly or Widow(er)
FED 06 12/31/9999 01/01/2020 Head house   Head of household
FED 08 12/31/9999 01/01/2020 Widow(er)      Widow(er)
FED 15 12/31/9999 01/01/1980 Ma.si.tax        Married single tax rate

We have over 1,000 new hires and counting coming in for our first payroll of 2020 - which has a start date of 12/29/2019 - and we run on 1/3/2020 for a pay date of 1/10/2020.  This has been a nightmare for us!!  Our new hire data can start processing as much as 60 days in advance so you can already see where our issues begin - what W-4 form will be used??  The only form available at this time was the 2019 W-4 and the marital statuses that go with this form.  So even if a person's hire date is not until 1/5/2020 the 2020 form wasn't available to them and they completed a 2019 form.  This leads to several issues - the biggest is the tax calculation.  In testing some of these new hires, if they have Married (02) selected on the 2019 form this is no longer available and gets converted by BSI to Single (01) in the payroll process.  This happens even though we did NOT delimit the "02" status in T5UTK, but because the person's hire date is in 2020.  You will only see this in the BSI Messages in the log.  The person has allowances from the 2019 form, but these will not show on the person's IT210 record because that field doesn't exist for 2020, but the allowances do get picked up by BSI in the log and are used for determining taxes withheld.  How can we determine if a person's tax is correct unless we can figure out what is being used for each person by reviewing the BSI log because what shows (or doesn't show in this case) on IT210 doesn't match the W-4???  We can NOT do this for number of persons we process in our payroll!!!!  We are now at a point of having to communicate to all of these new hires and tell them to review their taxes and to complete a new 2020 W-4 form, because we simply can NOT guarantee that the correct taxes have been withheld. This will be something we have to do over the next couple of months - not just for the first payroll.  How does that look on us as the employer?? Not very well in my opinion!!

[Euna]

Hi Kelli,

 

I've been asking the same question.

I've tested and looks like we can delimit 02 as of 12/31/2019. That way, 02 still goes through for those who sumbitted W-4 before 2020 and is not displayed for a new W-4 form from 01/01/2020.

 

But, I hope someone from SAP confirms that this is how it should be.

Regards,

Euna

[SRB86]

Does the "From Today" selection work for you?  It does not seem to work for our tests.  My developer confirmed we cannot disable that validity choice without a syntax error.  Thus, causing even more confusion for the employees.

 

Thank,

Stanette

[sukhbir_singh3]

Hello,
When we are trying to apply Note  2877736 via SNOTE, system is issuing following error:
FUNC HR_PL_D_PC22T Changes to L31USU15 are forbidden by SAPChanges to L31USU15 are forbidden by SAPMessage No. EU522
It seems this function has attribute "Edit Lock" set. We aer up to date on W-4 related notes.
Just created incident - 3850 / 2020 Error applying Note 2877736

Thanks, Sukhbir

[alicia_robinson]

We just tried to apply this note and have the same issue.  Would like to know what SAP says about this.

Thanks!

 

[former_member244653]

We delimited the FED 02 entry in T5UTK as of 12/31/2019.  Now ESS won't let us update FED and gives us an error that says there is no entry for 02 with an end date of 12/31/9999.  Does anyone know if there is a workaround or fix for this?  It happens in PA30 too ( saw this mentioned in an earlier post ) but that one is a little easier to deal with.

 

[former_member66268]

tim.holt are you getting the error if you create a new FED record with effective date of 01/01/2020? filing status "02" is no longer valid after 01/01/2020, so you would have to choose an appropriate/equivalent status.  SAP delivered a new filing status "04" (Married filing jointly or Widower) effective from 01/01/2020.

[former_member244653]

Chandramouly,

It seems that OSS 2868576 helps with this issue.  That plus the realization that we had a custom configuration on the W4 Webdynpro.   Anyway, Thanks!

Tim

 

[alicia_robinson]

Kyle -

Any answer from SAP on this one yet?

Thanks!

[former_member66268]

alicia.robinson thanks for posting this.  This has been a mess with all sorts of issues from different directions. Our first payroll was earlier this week and we do have all the issues that you have highlighted. Unfortunately no easy solution. This being a holiday week, we are not seeing that much calls but expect to spike over the coming weeks.

Thanks

Chandra

[former_member87421]

sukhbir.singh3,myungjong-yeo

 

The entries in T5UTK serve only as guides for the user to create their own entries in their system. SAP Note 2870071 delivered only the new filing statuses, hence the "Head of Household” status (06) is not included, as it already exists form previous years. For records beginning before 2020, filing status 02 (Married) should still be available, so you can delimit this entry according to your business needs.

 

Regards,

Virginia

[former_member87421]

Hi margaret.walter2

 

Can you tell us what is your Enhancement Package (EA-HR) version?

 

SAP Note Note 2868576 delivers this improvement as of EA-HR 605 release.

 

Regards,

Virginia

[former_member66268]

Anybody noticed that for IRS Tax Levy (Publication 1494), the filing statuses and the number of allowances/dependents have not been updated to match with the new W4.

[Euna]

Hi virginia.soares,

 

I'm wondering if SAP is adjusting the description of filing status (03) to 'single or married filing separately' as it was mentioned at the beginning of this blog?

 

Regards,

Euna

[alicia_robinson]

Euna -

It's been mentioned several times that the description in table T5UTK is totally up to the customer and SAP only makes 'suggestions' for the entries, so I wouldn't look for a change from SAP.

For our purposes, we put the text in the table as "Single or Married filing separately".  Per BSI, they use the same tax table.

Hope this helps.

[alicia_robinson]

So I wonder how this works with pre 2020 and now 2020 since we have garnishments already set up to with pre 2020 dates and now we will have new entries that will need to use 2020.

The list just continues to grow...….

[alicia_robinson]

Sukhbir - any reply from SAP on this one?

[former_member66268]

We just applied the SAP note for the 1494 updates. Since IRS hasn't updated their filing status, SAP hasn't updated it as well. I'm confused on how this will work with the new filing status thats on the Infotype 210 from 1/1/2020 (for at least those who have submitted their new W4) vis-a-vis the old status for 2020 1494 publication.

[former_member241216]

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

• Like(0)

[alicia_robinson]

see comment under your other post

[Euna]

Dear alicia.robinson ,

 

Thank you so very much for taking time to answer my question. BIG help, indeed!! 🙂

 

Thank you,

Euna

 

 

[mjaix]

Hello,

Is it correct for two different employees having the same wages and setup on Infotype 210 to have a different Federal Withholding tax amount just because one has a W-4 in 2020 and other has a W-4 in 2019 or before? We have the below setup for two different employees:

 

Employee 1 -

Wages - $3,000

Filing Status - Single

Number of exemptions - 0

W-4 effective date in infotype 210 - 1/6/2019 to 12/31/9999

 

Employee 2 -

Wages - $3,000

Filing Status - Single

Number of exemptions - 0

W-4 effective date in infotype 210 - 1/1/2020 to 12/31/9999

 

When first pay period of 2020 is processed (pay date 1/3/2020), Employee 1 has a tax amount of $473.11 and Employee 2 has a tax amount of $403.04. I did some investigation and found BSI has used a standard deduction of $8,600 for Employee 2. Employee 1 does not have any standard deduction because the number of allowance is 0. Has anyone noticed this and found to be correct? Per my understanding, BSI will use the same table for Single, so I’m not following this variance when two employees have the same earnings.

 

Thanks,

Mitesh

[alicia_robinson]

Mitesh -

BSI will not use the same table for Single or any marital status if the W-4's are in different years.  It will use the old table for 2019 and prior, but it's using the new table for 2020.

[evelyn_barbosa]

Hello community,

Just noticed...and maybe it has already been mentioned, there is not "checkbox" for Step 2 on the W4 form on the IT0210 screen.  We have applied all the notes related to IT0210 as of today's date.

Am I missing something.  Thanks so much for the feedback and help.

Thanks

Evelyn Campos

 

 

 

 

[mjaix]

Alicia,

Thank you for your response. I was reading the Quick Formula section on BSI website and below is mentioned for Tax tables:

(Use these tables if the Form W-4 is from before 2020, or if the Form W-4 is from 2020 or later and the box in Step 2 of Form W-4 IS NOT checked.)

 

I used the same table in my manual calculation for both the employees and Employee 2 has an advantage of standard deduction, thus reducing the Tax amount.

[former_member87421]

Hi evelyn.campos

Are you referring to the Use Higher Withholding Rates Schedule checkbox?

 

Regards,

Virginia

[evelyn_barbosa]

Hi Virginia,

Apologies I did not know that is the box referred to on Step 2 of the W2.  I have confirmed this by running a test on an employee and it WORKS!!!

Thank you sooo much for your prompt reply.  It is much appreciated.

Evelyn Campos

 

 

[former_member244653]

Community,

The way I read the W4 instructions, a person that is exempt from withholding is not required to complete filing status.  However, in PA30, the field is still required and you have to enter something.  Is anyone else facing this problem?

Thanks

Tim

 

[alicia_robinson]

Tim -

I'm glad you posted this question because even though we didn't think about the marital status not being needed - it's a good question.  We do have to enter a marital status or the IT210 won't save.

I was going to post a query about an EXEMPT person and the check box "use higher withholding rates schedule" still allowed to be checked even though the person has been marked as EXEMPT.  I know SAP made additional changes to remove all the new monetary fields if a person is exempt, but I don't think any of us thought of this checkbox.

So SAP should the marital status and the checkbox both be grayed out if a person is exempt?

[alicia_robinson]

I see that SAP released a new note related to this issue - 2877736  which gives an old note as a  prerequisite now.  We have not tried this yet but hope to in the next few days.

[alicia_robinson]

virginia.soares - can we get an update on this issue?

We see this as an impact to how taxes are withheld from our employees and unfortunately we are penalized by these governing authorities if we do not withhold the correct taxes.

[former_member651867]

HI Virginia / SAP Team

 

As mentioned earlier, when can we expect SAP to release notes for “Infotype 161 – IRS Limits reflects the IRS Lock-in letters”.

 

Below is reference of this publication

 

https://www.fortworthapa.org/lock-in-letter-procedures-to-change-in-2020-due-to-issuance-of-new-form...

 

Thanks

Muthuraj

[VA2]

Hello. Is anyone experiencing issue with submitting  ESS 2020 form for Arizona?

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 initially there on form,   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.

 

Thanks,

Vandana

[nnichols]

We have integrated the SAP Notes released for the 2020 W4 and the ESS. The IRS form on the ESS does not look anything like the actual form. We don't find it user friendly. Does SAP plan on making updates to the 2020 W4 ESS version to closer match what an employee sees on a paper form? And if so, do you have a timeline?  I've seen references for the JAVA WebDynpro but have not seen any for the ABAP WebDynpro.

Thank you,

Nancy

[former_member87421]

Hi nnichols

An improvement for ESS ABAP WebDynpro application has been delivered through the following SAP Notes:

• 2876047 Prerequisite objects for SAP Note 2868576


• 2868576 – W-4 ESS – Allowing the configuration of begin date in standard ESS

With this improvement, users will be able to set the start date of the records created in their ESS. More information can be found in the notes.

Regards,

Virginia

[nnichols]

Thank you for your quick response, Virginia.

Yes, we have already applied the 2 notes that are referenced.  I may have not been very clear on what I am asking.  The IRS W4 form does not match the format provided for the ESS W4 ABAP WebDynpro form.  Does SAP plan on changing the ESS W4 form to match the IRS W4 form?

[former_member87421]

Hi nnichols ,

Thanks for your feedback! The W-4 changes in ESS are following the IRS W-4 form, according to its final version.

The new Marital Status values effective 01/01/2020 in Step 1 in IRS W-4 Form is displayed in ESS, as follows:



Step 2 in IRS W-4 Form is displayed in ESS, as follows:



Step 3 is displayed in ESS, as follows:



Hope this clarifies.

Best regards,

Virginia

[greg_zifchock]

Okay I'm as confused as everyone else on the filing statuses. It seems that this should be simple but I've seen contradicting information provided. I understand 2020 prior and 2020 going forward so again this should be simple. My question is why in Note 2870071 do they have you configure something that doesn't match what is on the Federal Form? There is no separate widow(er) selection on the New W4 why configure it? For 2020 forward it looks like there should be 3 statuses that are sent to BSI - 03,04,06 please confirm if my picture below is accurate. In BSI 10.0 Regulatory Bulletin 179 there is no reference to expected filing statuses are we to guess what should be sent to BSI and possible returned taxes?

Please provide clarity in this area.

Thanks,

Greg

 

[mjaix]

greg.zifchock- The configuration provided in SAP Note 2870071 is just a suggestion from SAP and the actual entries to be configured is for the customer to decide. We have not delimited any entry in table T5UTK because we are displaying the text of filing status on the Remuneration statement. You will have to check the entire process from creating master data to tax calculation and display on Remuneration statement to decide the entries that are required in table T5UTK.

BSI has provided the values of filing status in the documentation released for cyclic W. Hope this helps.

Thanks,

Mitesh

[greg_zifchock]

Mitesh,

Thank you for pointing me to the documentation for BSI Cyclic W. …..

The following Marital Status values will be used for 2020 Federal Withholding:

• Single or Married Filing Separately (MS:1 and MS:3)


• Married Filing Jointly (MS:4)


• Head of Household  (MS:6)


• Widow(er) (MS:8)

Can BSI verify that MS:8 and MS:4 calculate the same, because on the new Federal form they are on one line? If they do not then this is a disjoin that doesn't match the new form. This would allow me to configure T5UTK to match what is on the new W4 which is only 3 lines. "Married Filing Jointly or Qualifying Widow(er)" = MS:4

Thanks,

Greg

[evelyn_barbosa]

Hello SAP/Community:

I have a question/comment regarding the changes to IT0210 and for those of us who display the information on our Remuneration Statement.  In our case we not only display the Filling Status but also the number of Allowances.  Now since the Filling Statues are being delimited on the table, for anyone that does not have a new IT0210 as of 01/01/2020 the Filling Status field is blank, but the allowances still show up which can be confusing.  Does anyone else have this situation, and how are you addressing it? (aside from removing that field on the Remuneration Statement).

Any feedback is appreciated.

Evelyn Campos

 

 

 

[nancy_brister]

Yes, we have the same issue. We did delimit married because in testing, ESS will allow an employee to save a form created after 01/01/2020 with the filing status of married. We did not want this.

[Greg_Walsh]

Looking for guidance from the experts here on what specific notes I need to implement to get the field changes on Infotype 0210 as well as if I need to do a Service Pack update.

We do not do payroll in SAP - we use the PU12 Toolbox to generate a Payroll interface file for import to ADP. We do not use ESS for our USA based employees.

SAP pointed me to the blog site and provided a list of notes but am not sure if I need to do Service Pack Updates.

Our Component version is - SAP ECC 6.0 and we have installed EHP7

SAP_HR Release is 604 with SP-Level 0072

SAP_HRCUS Release is 604 with SP-Level 0072

EA-HRCUS Release is 607 with SP-Level 0023

 

SAP advises - To install the SAP Notes with the W-4 changes, the minimum HRSP required for software component EA-HRCUS 604 is HRSP B9.

 

Your guidance is appreciated....Thank You

[alicia_robinson]

Greg -

BSI confirmed with me at one point of my questions on the whole martial status misunderstanding that MS:4 and MS:8 will use the same tax table.  For me, there is no way for us to know which they are because they are on the same line on the W-4 form so it makes no sense to have both options in the T5UTK table.

 

[nnichols]

Thank you

[VA2]

• We started experiencing this issue after implementing OSS Note: 2854021 - ESS: Fields of Reduced Withholding for MO not updating correctly.




• We identified during debugging that there is a new set of code inMethod: IF_HRPA_UI_CONVERT_STANDARD~OUTPUT_CONVERSION




• added by code corrections of OSS Note 2854021.


• Class: CL_HRPA_UI_CONVERT_0210_US

 

Arizona state is unique and require alternate formula. Is there a  plan in place to  address this issue.