U.S. Year End 2015

[graziela]

Hello community,

This is our U.S. Year End 2015 Thread.

If you have questions about 2015 Year-End reporting, you can post this on this thread.

We will update this thread with tips and SAP Notes related to the subject.

Thank you,

Kind regards,

Graziela

[GINACG]

We have one employee that has medicare taxable wages that go over the 200,000.00 threshold.  For the last couple of years we have had no issues.  We ran a test 941 right before we applied year end patches (upto 604 92) and the employee's 941 in the 4th quarter generated fine, no errors.  We generated a test 941 after patches were applied and it now gives an error in the 941 that the employee is out of balance.  We have to manual adjustments on some employee's an are unable to process those in the 941 fourth quarter or the W2's because of this error.  The employee's payroll results are all correct and withholding and taxable amounts are ok.  The 941 has the correct amounts for this employee as well.  It appears the 941 is giving a message that the employee is out of balance the amount of the additional tax withheld X2.  So additional tax withheld is 327.47 and it says the employee is out of balance by 654.94 which is 327.47 * 2.  I am not finding a note that fixes this yet.  Has anyone else seen this?

Thanks,

Gina Gillespie

Update:  I applied notes for Q4/2015 and Year End Phase II and III and this error went away however it still says my manual entries are ignored.  I thought they were being ignored because of the out of balance person but that must not be why.  Anyone know what might cause all the manual adjustments to be ignored in the 941 and W2 run?  It doesn't give any description just says they are ignored with no indication of why.

[former_member257999]

Hi Gina -  I experienced that problem also after applying year end patches (up to 604 92).   I discovered that Note 2118273 broken part of SAP Note 1959654.

Under configuration  Payroll:  USA -> Tax Reporter ->  Tax Form Groups -> Define Tax Form groups containing non-tax wage types.

For tax Form Group TA12 change the add or subtract in field back to Add Wage Type.

That fixed my problem of receiving the 'Out of Balance' error by 2 times the amount of the additional Medicare tax withheld.

[former_member257999]

Hi Community

We have applied the Q4/2015 (note 2253023) and Tax Reporter Phase III notes into our TST environment.   It appears that one of these notes (I suspect 2253023) broke the Form 941.  Line 7 - Current quarter's adjustments for fractions of cents now has the (additional Medicare tax + fractions of cents) * 2 in the line.  Instead of just the fractions of cents.

The same individual in PRD with additional Medicare works fine and line 7 just contains the fractions of cents (ie -.03).

Tax Report Phase II note is already in our PRD environment.

[former_member257999]

Hi Gina

SAP released note 220531 today.  This note fixed my issue with Form 941 Line 7.   I also had to revert back to 'subtract wage type' for TA12 under Tax Reporter -> Tax Form Groups -> Define tax form groups containing non-tax wage types - Assignment of wage types containing no tax amounts. See note 2118273.

[blair_towe2]

Good morning, Lisa - Just a small correction to your post. The note number is 2200531.

Regards,

Blair