BERKELEY DAVIS IRVINE LOS ANGELES MERCED RIVERSIDE SAN DIEGO SAN FRANCISCO
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1 UNIVERSITY OF CALIFORNIA BERKELEY DAVIS IRVINE LOS ANGELES MERCED RIVERSIDE SAN DIEGO SAN FRANCISCO SANTA BARBARA SANTA CRUZ OFFICE OF THE SENIOR VICE PRESIDENT BUSINESS AND FINANCE OFFICE OF THE PRESIDENT 1111 Franklin Street Oakland, California BEATRICE CARDONA HAI DOAN RENATA ELLIS MABEL LAI BARBARA VANDEN BORRE Re: Release: 1681 Service Requests: Error Report: 2002 Programs: PPCTGTNE, PPEM001, PPEM004, PPEM101, PPEXERPT, PPEY001, PPEY101, PPEY200, PPHDAUTL, PPKEYCHD, PPNRARPT, PPPCMCHG, PPPCMFET, PPPCMUPD, PPPCMUTL, PPPCMUTW, PPP130, PPP410, PPP610, PPSTARPT, PPTAXEDB, PPTAXW2, PPTAXW2F, PPTAXW2R, PPTAXW2T, USER12 Copy Members: CPLNKGRS, CPLNKGR1, CPLNKHDA, CPLNKW2F, CPLNKW2R, CPLNKW2T, CPPDXSSN, CPWSRPCM, CPWSTXTP, CPWSTXW2, CPWSXIC2, CPWSXTRC Include Members: PPPVHDA2, PPPVPCM1, PPPVPCM2, PPPVZPCM DDL Members: PPPVHDA2, PPPVPCM1, PPVPCM2, PPPVZPCM, TBPCM00C, TBPCM22A Bind Members: None CICS Maps: None Forms: Laser W-2 Form Table Updates: Data Element Table, Gross-to-net Table, System Messages Table JCL Changes: PPP600, EDB Unload Date-Mandated (see Timing of Installation) Urgency: This release addresses the following service request SR# Service Request The purpose of this SR is to request changes for the 2005 W-2 process. Below is a summary of the W-2 changes for the year New Social Security Tip Income Data Element Some campuses are required to report tip income on the W-2 form. Since there are so few employees who receive tip income, the W-2 form will not be modified to add the box for reporting (box 7 Social Security Tips). However, it is necessary that the dollar information be included on the W-2 file. A new data element must be created for the campus to record the dollar amount to be reported for Social Security Tips. New edits are added that are similar to edits for other fields that contain dollar amounts. Defined Contribution Plan (DCP), 403(b) & Master Record Keeper (MRK) The following Gross-to-Net (GTN) numbers must be added to copymember CPWSXTRC for W-2 reporting: DCP Career, DCP Casual, and Summer Salary Deduction. The year-to-date amounts for the old GTN numbers are to be added to the corresponding new GTN numbers.
2 Page: 2 Senior Management Supplement (SMS) A set indicator of 7 is to be assigned to the following GTN numbers: SMS Contribution - 457b and SMS Contribution 457(b) Supplement. Any value in the employee s current year-to-date 457b plan (GTN numbers 396 and/or 397) is to be added to any value in the new GTN number before being reported on the W-2 form and file. Other State Reporting Allow more than one other state to be printed on the W-2 form. Laser Form W-2 On the laser Form W-2 change the year from 2004 to No other changes are required. W-2 File The IRS requires modifications to various fields on the file. Reports The W-2 reports need to be modified to report tip income similar to the way the Medicare gross is reported (total Medicare gross = Medicare regular gross plus Medicare MQGE gross). A separate report needs to be created for recording Social Security Tip Income. Error Report 2002 There is an invalid reference modification in the zip code. PPP890 cannot be compiled because of the following line of code: MOVE XTRC-EMPLOYER-ZIP-PLUS4 (2:4) TO E4-EMPLOYER-ZIP-EXT In release 1379, the field XTRC-EMPLOYER-ZIP-PLUS4 was changed from 5 bytes to 4, removing the leading hyphen. Program PPP890 should have been changed with that release to remove the reference modification, but it was not. Removing the reference modification should allow the program to compile successfully. Programs PPCTGTNE This program edits the transactions which update the GTN table. The program was changed in order to allow the value 7 for the set indicator attribute of GTN numbers 744 & 747 (SMS Contribution). PPEM001, PPEM004, PPEM101, PPEXERPT, PPEY001, PPEY101, PPEY200 YTD Tip Income (EDB 5556) has been added to the HDA Array for references purposes only and the corresponding FILLER field has been removed. PPHDAUTL YTD Tip Income has been added to the HDA Array. In addition, the YTD Tip Income from the HDA Array is moved to the equivalent DB2 column on the PPPPCM Table. PPKEYCHD
3 Page: 3 The DB2 SELECT statement associated with the PPPPCM table has been modified to include the new YTD Tip Income (YTD_TIP_INCOME) column. PPNRARPT YTD Tip Income (EDB 5556) has been added to the HDA Array for references purposes only and the corresponding FILLER field has been removed. PPPCMCHG, PPPCMFET, PPPCMUPD, PPPCMUTL, PPPCMUTW The above programs are the standard parts of the EDB Fetch/Update complex for the PPPPCM table. The modules have been modified to process the new YTD Tip Income (DB2 column name of YTD-TIP-INCOME). PPP130 YTD Tip Income has been added to the HDA Array. In addition, the YTD Tip Income from the HDA Array has been moved to the equivalent DB2 column on the PPPPCM Table. PPP410 The YTD Tip Income will be retrieved from the EDB record (after posting) and recorded on the PAR. PPP610 This program updates a previously created W-2 extract file. Totals were added for the YTD Tip Income and for the Regular OASDI Gross (the total OASDI gross less the YTD Tip Income). PPP890 This program reports newly hired and rehired employees. The zip code reference has been corrected. See Error Report PPSTARPT YTD Tip Income (EDB 5556) has been added to the HDA Array for references purposes only and the corresponding FILLER field has been removed. PPTAXEDB This is the extract program for the W-2 process. The following modifications have been made. Modification was made to add Tip Income and Regular OASDI Gross (the total OASDI gross less the YTD Tip Income) to the W-2 extract record with appropriate edits performed with new error messages. These new balances are added to the list of totals accumulated for reporting purposes. It was changed to perform the accumulation of the SMS GTN s and then add it to the accumulated 457(b) total. The 457(b) item was removed from the list of conditions which causes the Pension Plan Indicator to be se to 1. PPTAXW2 This program sorts the W-2 extract file to required sequences and invokes the procedures for W-2 form print and microfiche tape (PPTAXW2F), W -2 Reporting (PPTAXW2R) and W-2 tax reporting tapes (PPTAXW2T). It has been changed to include the accumulators for the YTD Tip Income and Regular OASDI Gross (the total OASDI gross less the YTD Tip Income) to be used for reporting purposes. PPTAXW2F
4 Page: 4 This program prints the W-2 forms and creates the fiche file. It has been changed to include accumulators for the YTD Tip Income and Regular OASDI Gross (the total OASDI gross less the YTD Tip Income) to be used for reporting purposes. It was also modified to print more that one Out-of-State Gross if there is more than one and there is no California gross. PPTAXW2R This program prints the W-2 reports. The following changes were made to this program. It has been changed to include accumulators for the YTD Tip Income and Regular OASDI Gross (the total OASDI gross less the YTD Tip Income) on the reports. A warning message was added to all the reports for employees with YTD Tip Income. A new report was created to report only those employees with YTD Tip Income. PPTAXW2T This program creates the tax reporting file. It was modified to put the new Social Security Tip Income in the appropriate field of the RW record and the total in the RT record. It was also modified to change the amount put into the OASDI gross of the RE and the RT records to be the total OASDI gross less the YTD Tip Income. USER12 The value in YTD Tip Income (EDB 5556) has been taken from the HDA Array, and moved to the External PPPPCM record. Copy Members CPLNKGRS, CPLNKGR1 YTD Tip Income replaces the FILLER-5556 field. CPLNKHDA The YTD Tip Income (EDB 5556) has been added to the linkage. CPLNKW2F Totals for the YTD Tip Income and Regular OASDI Gross (the total OASDI gross less the YTD Tip Income) have been added. CPLNKW2R Totals for the YTD Tip Income and Regular OASDI Gross (the total OASDI gross less the YTD Tip Income) for each of the reports produced by PPTAXW2R have been added. CPLNKW2T Totals for the YTD Tip Income and Regular OASDI Gross (the total OASDI gross less the YTD Tip Income) for each of the reports produced by PPTAXW2T have been added. CPPDXSSN The following were added to list of invalid SSN numbers. Numbers starting with 666 Numbers starting with Numbers starting with
5 Page: 5 CPWSRPCM The YTD Tip Income (EDB 5556) has been included in the existing record layout. In addition, the existing filler with a length of 400 has been reduced by length 5. CPWSTXTP RA Record: Change the PIN field (12 28) from 17 positions to 8 positions. Blank fill positions (reserved for SSA). RW Record: Change positions Nontaxable Combat Pay. Zero fill. Positions blank fill. Change positions Deferrals Under a Section 409A Non-qualified Deferred Compensation Plan. Zero fill. Positions blank fill. RT Record: Change positions Nontaxable Combat Pay. Zero fill. Positions blank fill. Change positions Deferrals Under a Section 409A Nonqualified Deferred Compensation Plan. Zero fill. Positions blank fill. CPWSTXW2 Added the YTD Tip Income and the Regular OASDI Gross (the total OASDI gross less the YTD Tip Income) on each extract record generated by PPTAXEDB. CPWSXIC2 YTD Tip Income replaces the FILLER-5556 field. CPWSXTRC This copy member contains Tax Reporting Constants. The following Gross-to-Net (GTN) numbers were added to this copymember in order to cause their amounts to be accumulated with the amounts found on the old DCP GTN s. 733 DCP Career 734 DCP Casual 735 Summer Salary Deduction The following changes are needed to map the IRS country codes to the Postal country code: Country IRS Code Postal Code Benin BN BN Delete the link since the codes now match Yugoslavia YO OC Include Members PPPVHDA2, PPPVPCM1, PPPVPCM2, PPPVZPCM The DB2 column name of YTD_TIP_INCOME has been added to the above Include members that define the DB2 Column names and COBOL field names for the views of the PPPPCM table. DDL Members PPPVHDA2, PPPVPCM1, PPPVPCM2, PPPVZPCM, TBPCM00C Currently, the above DDL members create the PPPPCM Table and the appropriate table views.
6 Page: 6 The YTD Tip Income (YTD_TIP_INCOME) has been added to the table and the table views. TBPCM22A This DDL is used to alter the Table PPPPCM to include the YTD Tip Income (YTD_TIP_INCOME). Table Updates Gross to Net Table This table was updated with transactions which assigned the set indicator to 7 for the following GTN s. 744 SMS Contribution - 457b 747 SMS Contribution 457(b) Supplement Data Element Table This table was updated with transactions to establish balance 5556 as the new YTD Tip Income data element on the PPPPCM table. System Messages Table The following two new error messages were added to the System Messages Table. Warning message (60-135), Tax Extract: Employee has Tip Income Fatal error messages (60-136), Tax Extract: Social Security Tip Income is negative JCL Changes PPP600 The JCL must be modified to include the new report for Tip Income generated by PPTAXW2R. EDB Unload The record length must be expanded to at least 633 due to the expansion of the PPPPCM table. Installation Instructions A separate set of Installation Instructions has been issued with this release. Test Plan A complete test plan has been issued with this release. Campuses are encouraged to use the base system test materials; as well as performing any other desired local tests. Timing of Installation The installation of this release is date mandated. Installation of this release is urgent in that it must be tested and ready to meet prescribed tax reporting deadlines. If there are any questions, please send electronic mail to Janet.Kennedy@ucop.edu, or call (510) Janet Kennedy
BERKELEY DAVIS IRVINE LOS ANGELES MERCED RIVERSIDE SAN DIEGO SAN FRANCISCO
UNIVERSITY OF CALIFORNIA BERKELEY DAVIS IRVINE LOS ANGELES MERCED RIVERSIDE SAN DIEGO SAN FRANCISCO SANTA BARBARA SANTA CRUZ OFFICE OF THE SENIOR VICE PRESIDENT BUSINESS AND FINANCE OFFICE OF THE PRESIDENT
UNIVERSITY OF CALIFORNIA
UNIVERSITY OF CALIFORNIA BERKELEY DAVIS IRVINE LOS ANGELES MERCED RIVERSIDE SAN DIEGO SAN FRANCISCO SANTA BARBARA SANTA CRUZ OFFICE OF THE SENIOR VICE PRESIDENT BUSINESS AND FINANCE OFFICE OF THE PRESIDENT
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UNIVERSITY OF CALIFORNIA BERKELEY DAVIS IRVINE LOS ANGELES MERCED RIVERSIDE SAN DIEGO SAN FRANCISCO SANTA BARBARA SANTA CRUZ OFFICE OF THE SENIOR VICE PRESIDENT BUSINESS AND FINANCE OFFICE OF THE PRESIDENT
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