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Posted December 23, 2019 in Updates

Version 19.12.22.01

Note: For those districts that have the Web Link module, you will also need to be at Web Link version 19.12.22.01 (or higher, if applicable) since this update contains changes that affect both products simultaneously. Web Link updates must be downloaded through the File Transfer Center and installed on the web server.

  • Important Tax Information
  • Master Menu>Utilities
    • The Employee Personal Information tab of the Web Link Setup Options has been updated to include Federal W4. When selected, employees with appropriate Web Link access will be able to view and/or submit changes to their federal W4 payroll information. Refer to the Web Link Setup Options topic in the Help File.
  • General Ledger>Maintenance
    • A new Company Name field has been added to the Direct Deposit Header Records screen. When the update is installed, this 16 character field will reflect the name of your organization but can be changed if needed.
  • General Ledger>Reports
    • Direct Deposit Header Records Listing: This report has been updated to include the new Company Name field.
    • Flexible Financial Reports: The Account Group ID report parameter has been removed from the Regular report selection. To sort by or select a specific account group, use the Account Groups report selection.
  • Accounts Payable>Maintenance
    • Fields for Purchase Order Has Documents and Invoice Has Documents have been added to the Field Selection and Sorting and Grouping tabs in the Board Report Setup option.
  • Payroll>Check Cycle
    • The payroll calculation has been updated to use newly defined federal and state income tax tables. Also, because of the new federal W4, the employee check and direct deposit stubs have been updated so the withholding column reflects the letter X after the table abbreviation to indicate if the employee has Step 2 selected in the Federal W4 Information of the Taxes screen in the Employee File.
    • If an employee has a pending federal W4 change request submitted via Web Link for the same calendar year as the payroll check date, a warning will appear on the Payroll Messages screen during the calculate payroll process to let the user know the change should maybe be reviewed before continuing.
  • Payroll>Maintenance
    • Several changes have been made to the Employee File:
      • Because of the new federal Form W-4 Employee’s Withholding Certificate released by the Internal Revenue Service for use beginning in 2020, the Taxes screen has been updated.
        • The State W4 Information section will be used when adding or viewing a state income tax. The Use Old W4 Format (2019 & Prior) field is active for North Dakota state income tax only and will be selected by default when installing the update. If an employee completes a new 2020 federal W4, the checkmark should be removed and the applicable tax information completed. For all other state income taxes, the tax table and applicable fields should be completed as normal.
        • The Federal W4 Information section contains the fields needed for both a 2019 & prior W4 as well as the new 2020 W4. When the update is installed, the Use Old W4 Format (2019 & Prior) field will be selected by default. When an employee completes a new 2020 W4, the box should be unselected and the Multiple Jobs (Step 2), Claim Dependents (Step 3), Other Income (Step 4), and Deductions (Step 4) completed as needed.
      • Refer to the Completing the Taxes Screen in the Employee File topic in the Help File.
      • For those customers with the Web Link module, when an employee submits a new federal W4, the requested change will appear on the Process Employee Personal Changes screen with the Federal W4 column selected and the applicable year in the Federal W4 Format Year column. To process the change, click the Employee Personal Changes button on the Taxes tab to open the Employee Personal Changes – Federal W4 screen which will display pending and processed federal W4 changes for the applicable employee. The Print button can be selected in the grid to print a copy of the electronically submitted W4.
      • The Import Taxes option, located under the Options menu, has been updated.
    • The Taxes file has been updated to accommodate the newly expanded federal tax tables for 2020. Click here to view the new tables.
  • Payroll>Options
    • The Taxes section of the Employee Check Calculation has been updated to include the new fields for the 2020 federal W4.
  • Payroll>Government Reporting
    • The 2019 Affordable Care Act (ACA) B Forms changes are included in this release. According to the Internal Revenue Service, electronic filing for these forms will not be available until mid-January 2020.
    • The 2019 Affordable Care Act (ACA) C Forms changes are included in this release. According to the Internal Revenue Service, electronic filing for these forms will not be available until mid-January 2020.
  • Payroll>Reports
    • Deduction Registers: Because of the new federal tax table changes, the Tax Table and Rate Desc column on these reports has been updated for Federal Income Tax. The letter X will appear after the table abbreviation to indicate if the employee has Step 2 selected for their Federal W4 Information in the Employee File.
  • Report Writer
    • A new Has Documents field has been added to several view groups allowing the indicator to be included on custom reports.