May 2025 Release - 22.4.44, 23.10.19, 25.7.0

EFIN-6152

Ohio Local Taxes Now Able to Include Medicare Pickup Benefit as Applicable Wages

Menu paths:

• Human Resources > Reference Tables > Payroll > Local Tax Codes

• Human Resources > Reference Tables > Future Changes > Local Tax Codes

Ohio customers will now see a new field on records for local tax codes. This field is ‘Include Medicare Pickup Benefit Amount’, which will include Medicare pickup as applicable local tax wages for the selected locality.

The new flag is usable on the future changes local tax reference table by using field 24 on the first record for the importing locality record.

In payroll calculations, this flag will indicate the process to include the benefit amount from deductions labeled with the Cafeteria Plan flag of ‘Medicare Pickup Deduction’ as taxable for the local tax calculation.

EFIN-128440

W2 Processing Local Tax Changes

We have added a new field, ‘W2 State’, to Human Resources > Reference Tables > Payroll > Local Tax Codes, as well as Human Resources > Reference Tables > Future Changes > Local Tax Codes. This will allow users to associate a local tax with a specific state for W2 reporting. This value should be consistent across all pay frequencies and marital statuses. Previously, it was assumed all local taxes were reported to the home state of the district. This can be used for all state formats to exclude a local tax from the electronic file, and on a case-by-case basis, it can be used to include them when generating an ‘out-of-state’ file.

In Human Resources > Periodic Routines > Year End > W2 Processing > W2 Employee File Update, two new local tax code fields for each locality have been added on the Wages tab. These fields are not directly reported but can be used by the electronic file to identify the W2 State and verify some state-specific information. When adding or updating a record, selecting the local tax code will populate the name of the local tax code. The exception is for Pennsylvania, which reports the locality name using PSD codes, which are not uniquely tied to local tax codes.

In Human Resources > Periodic Routines > Year End > W2 Processing > Create W2 Electronic File, we have consolidated the two state selection fields visible when checking the Include RS Records box into one ‘Create State Format’ option. These fields were previously required to match, or the second field was left blank. Removing the redundant field will hopefully reduce confusion.

For Ohio specifically, we have also corrected some issues with local tax reporting for the CCA and RITA file formats. These file formats now include all Ohio local taxes for anyone with one reportable CCA or RITA local tax. When generating an out-of-state file for Indiana, we’ve also fixed a bug that prevented the Locality/County Crosswalk from working with multiple local taxes. If more than one local tax is reported on an Indiana state file, the W2 State should be configured for each local tax code, and the two-digit Indiana county code should be entered in the Reference Code field. The second method does not require the use of the Locality/County Crosswalk option to function.

EFIN-130043

Pre-Calculation validation change for missing local tax codes

Menu path: Human Resources > Entry and Processing > Pay Run Processing > Pre-Calculation Reports

A validation has been changed in the Pre-Calculation Journal Exceptions report. The exception for a location not found in the local tax codes table will now be triggered for inactive and active employee local tax records, aligning with the validation during the pay calculation.

EFIN-130206

Modified error messages in Pre-calc and Pay-calc for missing retirement days

Menu path : HRM > Entry & Processing > Payroll > Pay Run Processing

When running pre-calc and pay calc reports in pay run processing, if an employee has SERS/STRS deductions and does not have retirement days (0 or non-numeric value), we provide the following messages on the exceptions report:

• EMPLOYEE HAS SERS DEDUCTION BUT NO OHIO RETIREMENT DAYS FOR PAY RUN

• EMPLOYEE HAS STRS DEDUCTION BUT NO OHIO RETIREMENT DAYS FOR PAY RUN

EFIN-130517

Now posting all applicable Ohio retirement time when posting employee timesheets

Menu path: Human Resources > Entry & Processing > Post Employee Timesheets

The processing for Ohio retirement time for SERS and STRS would previously only update the retirement time if the employee had the appropriate flag on their Payroll tab regarding time cards. This restriction has been removed so that posting employee timesheets will update any employee posted with updated days and/or hours for the pay run posted.

The posting log will indicate whether the employee’s time has been updated from existing values for the posted pay run.

EFIN-131894

Handled 'Error processing Extract' during Load for OH EMIS STAFF Report

Added null check validation for employee payrate in the OH EMIS Staff report to handle cases where no primary payrate is available, preventing the 'Error processing Extract' error.