Deltek Vision Cumulative Update Notes Page 1 of 10

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1 Deltek Vision Cumulative Update Notes Page 1 of 10 Deltek Vision Cumulative Update Notes Released: December 19, 2014 Release Name: Cumulative Update #026 You must install the Vision 7.2 CU #026 year-end cumulative update after completing your last payroll run for 2014 and before processing your first payroll run for Regulatory Updates 2014 Federal Electronic Filing These are the specifications for Filing Forms W-2 Electronically (EFW2) for Tax Year 2014: Record Changes The following fields are now required in the RA Submitter Record: o Submitter EIN (positions 3-11) o User Identification (User ID) (positions 12-19) o Submitter Name (positions ) o Location Address (positions ) o Delivery Address (positions ) o City (positions ) o State Abbreviation (positions ) o ZIP Code (positions ) o Contact Name (positions ) o Contact Phone Number (positions ) The following fields are now required in the RE Employer Record: o Tax Year (positions 3-6) o Employer/Agent Identification Number (EIN) (positions 8-16) o Employer Name (positions 40-96) o Kind of Employer (position 174) o Tax Jurisdiction Code (position 220) o The following fields are now required in the RW Employee Wage Record: o Social Security Number (positions 3-11) o Employee First Name (positions 12-26) o Employee Last Name (positions 42-61) The Hire Exempt Wages and Tips field has been removed from the RO Employee Record (positions ) and the RU Total Record (positions ) and is now shown as filler. The Advance Earned Income Credit field has been removed from the RW Employee Wage Record (positions ) and the RT Total Record (positions ) and is now shown as filler.

2 Deltek Vision Cumulative Update Notes Page 2 of 10 The Box 12, Code Z, money field name in the RO Record (positions 89-99) has changed from "Income Under Section 409A on a Nonqualified Deferred Compensation Plan" to "Income Under a Nonqualified Deferred Compensation Plan That Fails to Satisfy Section 409A." The Box 12, Code Z, money field name in the RU Record (positions ) has changed from "Income Under Section 409A on a Nonqualified Deferred Compensation Plan" to "Income Under a Nonqualified Deferred Compensation Plan That Fails to Satisfy Section 409A." Other Changes The RW Employee Wage Record, RO Employee Optional Record, RT Employer Total Record, and RU Optional Total Record now include valid tax year ranges for all money fields. Record Specifications: Example of a Correctly Formed Domestic Address Line 1: Name of addressee Line 2: Street address or post office box number Line 3: Location address (apartment, suite, etc.) Line 4: City, state and postal code Example of a Correctly Formed International Address Line 1: Name of addressee Line 2: Street address or post office box number Line 3: City or town name, other principal subdivision (such as province, state or county) and postal code (if known) Line 4: Full country name Example of a Correctly Formed International Address United Kingdom Line 1: Name of addressee Line 2: Street address or post office box number Line 3: Locality name (can be a neighborhood or district within a town or city) Line 4: City or town name Line 5: Full postal code Beginning in tax year 2014, SSA's Business Services Online (BSO) will no longer accept incorrectly formed W2 files. If you are unsuccessful in uploading your file, please use AccuWage. o Effective January 2015, SSA will return electronic and paper wage reports which contain a W-2 with any of the following conditions: Medicare Wages and Tips less than the sum of Social Security Wages and Social Security Tips; Social Security Tax greater than zero and Social Security Wages and Social Security Tips equal to zero; and Medicare Tax greater than zero and Medicare Wages and Tips equal to zero.

3 Deltek Vision Cumulative Update Notes Page 3 of 10 Deltek.Vision.W2Form.Server.dll Deltek.Vision.W2Form.Client.dll 2014 Form W-2 In Box 12, Code Z, the description has changed from "Income under section 409A on a nonqualified deferred compensation plan" to "Income under a nonqualified deferred compensation plan that fails to satisfy section 409A." Effective January 2015, SSA will return electronic and paper wage reports which contain a W-2 with any of the following conditions: Medicare Wages and Tips less than the sum of Social Security Wages and Social Security Tips; Social Security Tax greater than zero and Social Security Wages and Social Security Tips equal to zero; and Medicare Tax greater than zero and Medicare Wages and Tips equal to zero. Deltek.Vision.W2Form.Server.dll Deltek.Vision.W2Form.Client.dll 2014 State Electronic Filing The changes in the 2014 Specifications for Filing Forms W-2 Electronically (EFW2) are applicable to the following states: Arkansas Arizona Colorado Connecticut District of Columbia Delaware Georgia Idaho Illinois

4 Deltek Vision Cumulative Update Notes Page 4 of 10 Indiana Kansas Kentucky Louisiana Maryland Maine Massachusetts Michigan Minnesota Missouri Mississippi Montana North Carolina North Dakota Nebraska New Jersey New Mexico Ohio Oregon Pennsylvania Puerto Rico Rhode Island South Carolina Utah Virginia Vermont Wisconsin West Virginia Deltek.Vision.W2Form.Server.dll Deltek.Vision.W2Form.Client.dll

5 Deltek Vision Cumulative Update Notes Page 5 of Michigan SUTA Electronic Filing Public Act 241 of 2014 provides new exclusions from unemployment benefits for services performed by certain categories of workers. This amendment became effective August 26, Beginning (retroactively) January 1, 2014, unemployment benefits will no longer payable to: 1. A holder of an "H-2B" visa, which covers workers admitted to the United States temporarily to perform nonagricultural services, and 2. A holder of a "J-1" visa, which covers workers admitted under the "exchange visitor program." To accommodate this update, the following changes were made to the electronic file: Added Visa Wage Detail Record (V Record) Added Out of State Wage Detail Record (O Record) Deltek.Vision.QTRMagMedia.Server.dll Deltek.Vision.ReportLabels.Server.dll Deltek.Vision.pyFormQuarterly.Client.dll pyrptformquarterlymi.rdl 2015 California Income Tax Withholding California released income tax withholding tables for Method B, the Exact Calculation Method, and accompanying instructions, effective for The annual standard deduction increases from $3,906 to $3, Arkansas Income Tax Withholding The formula withholding method, effective Jan. 1, 2015, was released by the Department of Finance and Administration. These are the updates: The tax brackets and percentage rates change. The standard deduction increases from $2,000 to $2,200. Supplemental tax decreases from 7.0% to 6.9%.

6 Deltek Vision Cumulative Update Notes Page 6 of Federal Tax - Social Security Wage Base, Pension Plans Limits These are the updates to social security wage base and pension plan limits: The Old-Age, Survivors and Disability Insurance (OASDI) taxable wage base for 2015 increases from $117,000 to $118,500. The maximum 2015 OASDI portion of the Federal Insurance Contributions Act tax payable by each employee is $7,347, or 6.2% of the wage base. Employers match the employee amount with an equal contribution. For the Medicare (HI) portion of the FICA taxes, there is no wage base and all wages earned are subject to the HI tax, which is also paid by employers and employees. Each pays at a 1.45% rate, although employees pay an additional 0.9% on wages greater than $200,000. The 2015 limit on the exclusion for elective deferrals described in Section 402(g)(3) for Section 401(k)-type plans, Section 403(b) plans, and Section 457 increases from $17,500 to $18,000. The catch-up contribution for those 50 and older rises from $5,500 to $6,000. The general annual qualified plan compensation limit rises from $260,000 to $265, Kentucky Income Tax Withholding The computer withholding method, effective Jan. 1, 2015, was released by the Department of Revenue. The standard deduction increases from $2,400 to $2,440.

7 Deltek Vision Cumulative Update Notes Page 7 of Maine Income Tax Withholding These are the updates for Maine: Withholding allowance increases from $3,950 to $4,000. Adjustment for Nonresident Alien increases from $6,200 to $6,300. Withholding tables for Single and Married are updated Connecticut Income Tax Withholding These are the changes for Connecticut: Updated Personal Exemptions (Table A) for filing status F Updated Personal Tax Credits (Table E) for filing status F 2015 Kansas Income Tax Withholding The Married and Single percentage method tables change New York State Income Tax Withholding The Single Deduction Allowance Amount increases from $7,250 to $7,350.

8 Deltek Vision Cumulative Update Notes Page 8 of 10 The Married Deduction Allowance Amount increases from $7,750 to $7,850. The Married and Single annual tax rate schedule tables change. Adjustment for difference between federal and New York exemption allowances increases from $2,900 to $2,950. For more information, refer to Federal Taxes - Withholding Allowance and Tables, Nonresident Alien Adjustment These are the updates to withholding allowance and tables, and nonresident alien adjustment amount. The amount of one withholding allowance increases from $3,950 to $4,000. The Married and Single percentage method tables change. The Nonresident Alien Adjustment amount increases from $2,250 to $2, Massachusetts Income Tax Withholding These are the updates for Massachusetts: The withholding rate decreases from 5.20% to 5.15%. The head of household tax value amount decreases from $ to $ The blindness tax value amount decreases from $ to $ The supplemental tax rate decreases from 5.20% to 5.15%.

9 Deltek Vision Cumulative Update Notes Page 9 of 10 More information about this release is on the following page.

10 Deltek Vision Cumulative Update Notes Page 10 of 10 Custom Programs Affected: Sometimes an update can cause custom programs and reports to stop working as expected. Before applying this update, consider whether you have any custom programs or reports in the application area affected by the update. If so, contact Deltek Customer Care at before you install the update. To Download the Cumulative Update: 1. From Internet Explorer, go to 2. Click Run Deltek Software Manager. 3. Log in using your Deltek Customer Care Connect credentials. 4. In the left pane of the Deltek Software Manager, expand your Deltek product. 5. Expand the Cumulative Updates folder for your product, and select the update to download. 6. Click Download at the bottom of the screen. To Install the Cumulative Update: Run the executable (.exe) file only on your application server, unless additional tiers are specifically noted in the defect descriptions above. To Check to See if the Cumulative Update is Installed: 1. Click Help» About from the Vision toolbar. 2. Click the Details button on the About Deltek Vision dialog box. More Information: If you have any questions, please contact Deltek Customer Care at