Microsoft Dynamics 365 Finance - US Payroll · 2020. 1. 2. · Always be sure to check for the...

Microsoft Dynamics 365 Finance - US Payroll

Tax Update Installation Guide and Release Notes

Date: December 2019

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TAX UPDATE INSTALLATION GUIDE AND RELEASE NOTES

Table of Contents

Table of Contents ............................................................................................... 2 Installation ................................................................................................................................... 3 Updating tax data .......................................................................................................................... 3

Version Information........................................................................................... 3 Tax engine version......................................................................................................................... 3

Tax Change History ............................................................................................ 5 December 2019 – KB 4536150 and 453136 (7.3), 4536149 (10.0.6), 4536134 (10.07), 4536148

(10.0.8) ....................................................................................................................................... 5 October 2019 – KB 4521216 (7.3), 4520708 (10.0.6), 4521217 (10.0.5), 4521218 (10.0.4) ................. 12 February 2019 – KB 4489839 (7.1, 7.2, 7.3, and 8.0 Binary) ............................................................. 13

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Installation Return to top

IMPORTANT: You should install only the latest version of the payroll tax update for Microsoft Dynamics 365 for

Finances and Operations, Enterprise edition. You should not install earlier versions over a newer version because

this could result in unexpected results and data loss.

Always be sure to check for the latest version on the Microsoft Dynamics 365 for Finances and Operations,

Enterprise edition in Life Cycle Services.

Install hot fixes according to the instructions found here.

Payroll tax updates may come as a binary only update or as binary and x++ updates. The majority of Payroll tax

updates will be binary only. If both binary and x++ updates are necessary for a Payroll tax update you will see two

KB numbers referencing each other as two different updates. You will need to generate a binary and application

package separately, and then merge the packages as detailed here.

Updating tax data Return to top

After all the installation steps have been completed, the tax data must be updated. This can be done from the main

menu (Payroll -> Setup -> Taxes -> Update tax data) or from the Human resources shared parameters form

(Payroll -> Setup -> Parameters -> Human resources shared parameters).

Version Information

Tax engine version Return to top

To verify which installed version of the tax engine that you are using, open the Human Resources shared

parameters form. Click Payroll -> Setup -> Parameters -> Human resources shared parameters, and then select

Payroll in the left pane.

After following the installation instructions, the below values should be displayed:

Dynamics 365 for Finance and Operations, Enterprise edition

Application Tax engine

Base code version: 1.0.3.0 Base code version: 1.0.3.0

Tax data version: 2020-R1 Tax data version: 2020-R1

https://docs.microsoft.com/en-us/dynamics365/unified-operations/dev-itpro/migration-upgrade/download-hotfix-lcs



https://blogs.msdn.microsoft.com/lcs/2016/09/22/september-2016-release-notes/

https://blogs.msdn.microsoft.com/lcs/2016/09/22/september-2016-release-notes/

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What does each version mean and how do I update it?

Application

• Base code version: The application base code version identifies the currently installed payroll tax engine

integration x++ code. This is updated with a hybrid tax update when a new baseline is applied. If this

version is showing a value less than what is seen in the Tax engine base code version, you must install the

application/database portion of the tax update mentioned in the prerequisites section above to bring the

payroll X++ code up to the version that is compatible with the tax engine version.

• Tax data version: The application tax data version is the version of the actual tax data that is currently

loaded into Microsoft Dynamics 365 for Finances and Operations, Enterprise edition. This includes the tax

codes and their applicable parameters and options. This is updated with the “Update tax data” link is

clicked on the Human resources shared parameters form or from the area page (Payroll > Setup > Taxes >

Update tax data).

Tax engine

• Base code version: The tax engine base code version identifies the necessary baseline application base

code version necessary to be compatible with the currently installed tax engine binaries. This is updated

with the binary portion of a tax update installation.

• Tax data version: The tax engine data version identifies the application tax data version that is necessary

to be compatible with the currently installed tax engine binaries. This is updated with the binary portion

of a tax update installation.

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Tax Change History NOTE: The following tables outline the tax changes made within the past year, including this release.

Also note that as of the 2019-R1 release, our payroll provider partner acknowledged issues in how they

document what fixes are included in each release. Please compare the tax change history here with the

raw release notes provided on our blog.

https://community.dynamics.com/ax/b/axhcmnewslearningshighlights

December 2019 – KB 4536150 and 453136 (7.3), 4536149 (10.0.6), 4536134 (10.07), 4536148

(10.0.8)

2020 W-4 Update

The new changes for the 2020 W-4 will be surfaced as parameters on each employee's federal

income tax worker tax code. Starting with this update, there will be a new parameter for 2020 W4

per employee, which will be defaulted to False for all users. With this option, you will be able to

continue using the old or new W-4 calculation for withholding calculations per IRS requirements

of only requiring new employees being required to fill out the 2020 format of the W-4.

2019-R8

US Tax Table/Rate Changes

• Jersey City employers with a quarterly gross payroll less than $2,500 are exempt from payroll tax, effective 1 January 2019.

• Lumber City Borough became part of Ferguson Township, Curwensville Area School District, Clearfield County, effective 1 Jan. 2014. PSD Code 170205 has been inactivated.

• Riegelsville Borough is no longer divided between Easton and Palisades School Districts and now is solely within the Palisades School District, effective 1 Jan. 2013. PSD Code 480301 has been inactivated.

• Strausstown Borough merged with Upper Tulpehocken Township, Hamburg Area School District, Berks County, effective 1 Jan. 2016. PSD Code 060904 has been inactivated.

• The first $40,000 of income a year paid to a Puerto Rico resident ages 16 to 26 is exempt from withholding (Puerto Rico Act 135).

US Tax Table/Rate Corrections

• Employer contributions to a Roth 401(k) are now correctly considered not taxable for the following New Jersey tax types: SDI, ER_SDI, SUI, ER_SUTA, ER_SUTA_SC, FLI, SIT

• Corrected the EIT rate for Brush Valley Township, United School District, Indiana County, Pennsylvania. The rate is 1.35%, not 1%.

Bug Fixes

• Fixed Georgia state income tax logic for Marital Status C ("Married Filing Joint, one spouse working") when an employee claims 2 allowances ("yourself and your spouse").

• The Oregon Transit Tax now computes for the following scenarios:

• Wages of Oregon residents (regardless of where the work is performed).

• Wages of nonresidents that perform services in Oregon.

https://community.dynamics.com/ax/b/axhcmnewslearningshighlights

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• Oregon residents that perform services outside of Oregon and have asked their out-of-state employer to withhold the tax from their wages as a courtesy (similar to income tax withholding).

• Washington Paid Family and Medical Leave (PFML) taxes now include imputed income when calculating subject and gross subject wages.

Miscellaneous Fixes

• getTaxCalcList no longer returns state income tax (SIT) for states without SIT.

• Subject and gross subject wages are no longer returned for states without state income tax (SIT), even if wages are set.

• Subject wages for Additional Medicare Tax are now computed correctly. They are no longer identical to the subject wages for Medicare Tax.

GNIS Changes and Corrections

• Added ZIP code 75036 (Frisco, TX) to the location database.

2019-R9

US Tax Table/Rate Changes and Corrections

• Updated annual payroll period tax table for Idaho state income tax

• (Kentucky) Camargo OLF increased to 2%

• Jeffersonville OLF increased to 2%

• Martin County OLF increased to 2%

• (Ohio) Bentleyville city tax credit factor (tax credit) decreased to 12.5%

• Bridgeport city tax of 1% added

• Coshocton tax credit for city tax corrected to 50%

• Etna-Reynoldsburg JEDD taxes added

• Massillon city tax rate increased to 2%

• (Pennsylvania) Allegheny municipal non-resident EIT increased to 1%

• Conemaugh municipal LST increased to $47

• Cross Roads municipal non-resident EIT increased to 1%

• Dushore municipal LST decreased to $0

• East Deer municipal non-resident EIT increased to 1%

• Huston municipal non-resident EIT increased to 1%

• Kimmel municipal non-resident EIT increased to 1%

• Liberty municipal non-resident EIT increased to 1%

• Loganville municipal non-resident EIT increased to 1%

• Martinsburg municipal non-resident EIT increased to 1%

• Mount Wolf municipal non-resident EIT increased to 1%

• North Hopewell municipal non-resident EIT increased to 1%

• Shrewsbury Township municipal non-resident EIT increased to 1%

• Union Township school district LST increased to $10

• Washington municipal LST increased to $10

• Wrightsville municipal non-resident EIT increased to 1%

• York Springs municipal non-resident EIT increased to 1%

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Bug Fixes

• Fixed Connecticut tax calculations when working out-of-state

• Prevent unused parameters from being returned by queries.

• Corrected premiumCost for Hawaii SDI calculations

• Fixed miscellaneous parameter returning the state income tax ID instead of county tax ID in JSON

• Fixed logic for Kentucky non-stacked taxes

• Fixed logic for Massachusetts PFML tax subject wages

• Fixed New Jersey Workforce Development/Supplemental Workforce Funds rounding error

• Add Pennsylvania LST low income exemption option

• Fixed null pointer exception in Chambersburg Borough LST

• Fixed Shrewsbury Township resident rate rounding to 18 decimal places

• Fixed Vermont state income tax nonresident calculation

• Fixed Washington Paid Family Leave returning zero for subject wages.

• Fix getTaxCalcList to not return taxes before their effective date

• Changed internal string delimiter to prevent "Invalid parameter values" error

• Deductions for SUTA no longer incorrectly prorated

• Fix getBenefitCalculationV2List bug

• Fixed false positives when checking for existence of custom types

2019-R9a


• (Ohio) "Etna-Reynoldsburg JEDD 3" effective date corrected

• "Milford JEDD VI Tax" added

• "Mount Healthy Springfield Twp Hamilton Cnty JEDD Tax" updated

• Springfield Township JEDZ Tax corrected to Hamilton County

• (Pennsylvania) Barnesboro Borough inactive EIT disabled in database

• Spangler Borough inactive EIT disabled in database

• Temple Borough inactive EIT disabled in database

• West Lawn Borough inactive EIT disabled in database

• (Vermont) "Vermont Catamount Healthcare Assessment Tax - Employer" updated to $167.02

• (Virginia) Standard Deduction (Single) increased to $4,500

Bug Fixes

• (Hawaii) Corrected premiumCost for Hawaii SDI calculations

• (Kentucky) Hazard OLF calculating with a different rate than displayed from TaxIDList

• Correct "nonresidentonly" behavior in State

• Calculation Override

• Enforce limit of one STEObjectPool

• Fix lschema.dll error

• Fixed custom benefits throwing Error 74

• Fixed "Unrecognized field" error when setting stateCalcOverride in STE Hosted

2019-R10

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• Massachusetts PFML rate changes

• Updated Minnesota withholding tax tables

• (Ohio) Alexander local school district tax added

• Marietta tax credit increased to 100%

• (Pennsylvania) Patterson Township municipal nonresident EIT decreased to 0%

• "Vermont Catamount Healthcare Assessment Tax - Employer" effective date corrected to 1 Jan. 2019

• (West Virginia) Madison city service fee increase on 1 Jan. 2020

• Montgomery city service fee tax added

Bug Fixes

• (Federal) IS_PENSION_PAYMENT miscellaneous parameter no longer used.

• Fix employer contributions to Roth 401(k) for state unemployment

• (Illinois) Remove FILINGSTATUS miscellaneous parameter

• (Montana) Remove FILINGSTATUS miscellaneous parameter

• "New York Family Leave Benefits" not reporting gross wages properly

• (Puerto Rico) ALLOWANCEBASEDONSPECIALDEDUCTION miscellaneous parameter no longer used

• (Washington DC) - "DC Paid Family Leave - Employer" not reporting gross subject wages properly for supplemental wages

• (Misc) Update certificateLineNo for all miscellaneous parameters

• Update multi-state withholding

2019-R10a


• (Indiana) - Clay County Tax increased to 2.35%

• Clinton County Tax increased to 2.45%

• Dubois County Tax increased to 1.2%

• Fayette County Tax increased to 2.57%

• Greene County Tax increased to 1.95%

• Hancock County Tax increased to 1.94%

• Hendricks County Tax increased to 1.7%

• Johnson County Tax increased to 1.2%

• Ohio County Tax increased to 1.5%

• Owen County Tax increased to 1.4%

• Putnam County Tax increased to 2.1%

• Sullivan County Tax increased to 1.7%

• Whitley County Tax increased to 1.6829%

• (Nebraska) New employer category added to

• Nebraska State Unemployment Tax

• (Ohio) Clinton-Massie LSD tax of 0.5% will be added

• Emerald Park Revenue Sharing tax increased to 2.5%

• Evergreen LSD tax decreasing to 1.5%

• Jackson-Canton CD JEDD tax of 2.5% added

• Jackson Canton FP JEDD tax increased to 2.5%

• Jackson Canton SM JEDD tax increased to 2.5%

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• Jackson Canton TWR JEDD tax increased to 2.5%

• Mount Healthy Springfield Twp Hamilton Cnty JEDD tax update reversed

• Northridge LSD tax of 0.5% added

• Pleasant LSD tax of 1% added

• River Valley LSD tax of 1% added

• Riverside LSD tax decreasing to 1.5%

• (Oregon) Workers' compensation decreasing to 1.1 cents/hour for employers and employees

Bug Fixes

• Employers can claim exempt from portions of Massachusetts PFML

• Correct Massachusetts Employer PFML effective date

• Check for nexus for Oregon State Transit Tax

• Multi-state wages corrected

GNIS Changes and Corrections

• Camargo, KY (GNIS ID 488655) has been added to ZIP code 40353.

• Glenburn, ME (GNIS ID 582491) has been added to ZIP code 04401.

• Added ZIP code 29486 for Summerville, SC (GNIS ID 1251073).

2019-R11


• (Kentucky) Benton OLF increasing to 0.6%

• Boone County OLF tax limit increasing to $505.09

• Daviess County OLF rate increasing to 0.7%

• Ludlow OLF rate increasing to 2%

• (Massachusetts) Massachusetts EMAC Supplement ending in 2020

• (New York) New York Paid Family Leave Insurance rate increasing to 0.27%

Bug Fixes

• (Federal) Additional Medicare tax not correctly reporting gross subject wages

• Head of Household filing status missing in .NET, C, and Pascal

• (Indiana) County taxes not obeying ADDITIONALCOUNTYWITHHOLDING parameter

• (New Jersey) New Jersey SUTA-based taxes withheld when SUTA gross wages set in different state

• (New York) New York MCTMT Employer Payroll Tax calculating outside valid counties

• (Virginia) SIT subject wages doubled when wages set in D.C., but no wages set in VA

• (West Virginia) Montgomery City Service Fee rate error

• (Miscellaneous) Fix null values for getListValues() for four miscellaneous parameters

• New HSA option type

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2019-R12


• (Federal) Social Security / FICA wage base increase

• RRTA Tier I Tax wage base increasing

• (Iowa) 2020 updates for the Iowa tax tables

• Iowa State Unemployment Tax wage base increasing to $31,600

• (Kentucky) Crab Orchard OLF tax added

• Hancock County OLF tax rate increasing

• Pendleton County OLF tax rate increasing

• Update OLFs that use increasing Social Security wage base

• (Massachusetts) Massachusetts PFML wage base increasing

• (Missouri) Missouri State Unemployment Tax wage base decrease

• (Montana) Montana State Unemployment Tax and Administrative Fund Tax wage base increase

• (New Jersey) Reclassify the Jersey City Employer Tax as a POP tax

• (New York) New York ECET tax rate increasing

• New York SUTA and New York Reemployment Fund wage bases Increasing

• (Ohio) Columbia Township JEDZ Tax description, tax credit, and credit limit corrected

• Green Township - Cheviot JEDD I (Western Ridge) wage base increase

• Green Township - Cheviot JEDD II (Christ-Children's) wage base increase

• Green Township - Cheviot JEDD IV (Harrison Greene) wage base increase

• Green Township - Cheviot JEDD V (UDF/North Bend) wage base increase

• Green Township - Cheviot JEDD VI (McAlister's) added

• (Washington) Washington PFML wage base Increasing

• (West Virginia) Wheeling City Service Fee added

• (Wyoming) Wyoming State Unemployment Tax wage base increasing to $26,400

Bug Fixes

• (California) California SIT multi-state withholding fix

• California SIT now reports subject and gross subject wages for multi-state calculations

• (Colorado) State calculation override of "residentonly" ignoring out-of-state wages

• (Indiana) Indiana SIT multi-state withholding fix

• (Kentucky) Kentucky multi-state behavior corrected

• (Michigan) Michigan SIT multi-state withholding fix

• (Nebraska) Nebraska SUTA applying incorrect wage base

• Nebraska SIT incorrectly withholding on nonresidents

• (Nevada) Nevada MBT General Business Tax withholding before $50,000 YTD threshold

• (New York) New York SIT now reports subject and gross subject wages for multi-state calculations

• (Oregon) Oregon SIT multi-state withholding fix

• (Vermont) Vermont SIT incorrectly withholding on nonresidents

• (Washington) Gross-up not calculating correctly when including Washington PFML

• Washington Industrial Insurance now returns gross, subject, and gross subject wages

• (West Virginia) Montgomery City Tax incorrectly reporting subject wages

• (Wisconsin) Wisconsin SIT multi-state withholding fix

• (Miscellaneous) Fix V2Benefits employer contributions

• Gross-up improvements

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2020-R1


• (Federal) 2020 federal income tax withholding tables updated

• IRS limits updated

• Railroad Unemployment Tax wage base increasing

• RRTA Tier II Tax wage base increasing

• (Arkansas) Arkansas SUTA wage base decreasing

• (Colorado) Colorado SUTA wage base increasing

• (Hawaii) Hawaii SUTA and Employment and Training Tax wage base increasing

• (Idaho) Idaho Administrative Reserve tax no longer active

• (Illinois) Illinois SUTA wage base decreasing in 2020

• (Kentucky) Highland Heights OLF wage base increasing

• Nortonville OLF rate increased

• State tax standard deduction increasing

• Kentucky SUTA and Service Capacity

• Upgrade Fund wage bases increasing

• (Minnesota) Minnesota SUTA and Workforce Enhancement Fee wage bases increasing

• Nevada SUTA and Career Enhancement Program wage bases increasing

• (New Jersey) New Jersey FLI rate and wage base increasing

• New Jersey SDI rate and wage base increasing

• New Jersey employer SDI, SUTA, and SUI wage base increasing

• New York state tax tables updated

• Yonkers tax tables updated

• (North Dakota) North Dakota state tax tables updated

• (Ohio) Ohio state tax tables updated

• Ohio SUTA wage base decreasing

• Amanda-Clearcreek Local School District tax reinstated

• Central Local School District tax increasing

• Circleville city tax increasing

• Lisbon city tax increasing

• Mifflin city tax inactivated

• Sidney city tax decreasing

• Tallmadge city tax increasing

• Triway Local School District tax increasing

• Union City tax increasing

• Wilmot city tax increased

• (Oklahoma) Oklahoma SUTA and Technology Fund wage bases increasing

• (Oregon) Oregon SUTA wage base increasing in 2020

• (Utah) Utah SUTA wage base increasing

• (Vermont) "Vermont Catamount Healthcare Assessment Tax - Employer" rate increasing

Bug Fixes

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• (Federal) Supplemental wages being returned when they should not

• (Massachusetts) Massachusetts PFML not returning correct gross subject wages

• (Special announcements) Only compute NONRESPERCENTAGE when Nebraska is nonresident state

• Update line number descriptions for Nebraska State Tax misc. parameters

• (New Jersey) Jersey City tax missing description

• (New Mexico) Correct Workers' Compensation typo

• (Oregon) Correct Workers' Compensation typo

• (Pennsylvania) Fix PA EIT subaccount duplication bug

• (Vermont) Only compute NONRESPERCENTAGE when Vermont is nonresident state

• (Washington) Washington PFML not returning correct gross subject wages

• Employer Industrial Insurance now returns gross, subject, and gross subject wages

• (Wyoming) Correct Workers' Compensation typo

• (Multi-state fixes) Some states not calculating correctly when Vermont was the nonresident state

• Missing subject wages for various multi-state scenarios

• Maryland nonresident credit type changed to "Full"

• (Misc fixes) Fix employer contributions in custom BenefitTypes

October 2019 – KB 4521216 (7.3), 4520708 (10.0.6), 4521217 (10.0.5), 4521218 (10.0.4)

• The Alabama State Income Tax, 01-000-0000-SIT-000, Tax Tables have been updated, effective 1/1/1019.

• The Heath, Ohio City Tax, 39-000-1056322-CITY-000, Credit Limit has been updated to 1.5%, effective 1/1/2019.

• The Erie, City of - EIT - Erie City S D (252602) Tax, 42-049-1215209-EIT-252602, Rate has been updated to 1.65%.

• The Saint Marys City - EIT - Saint Marys A S D (248003)) Tax, 42-047-1215203-EIT248003, Rate has been updated to 1.20%.

• The Alaska State Unemployment Insurance Tax, 02-000-0000-SUI-000, Wage Base has been updated to $39,900, effective 1/1/2019.

• The Mississippi State Income Tax, 28-000-0000-SIT-000, Standard Deduction and Brackets have been updated, effective 1/1/1019.

• The Fort Deposit, Alabama City Tax, 01-000-118518-CITY-000, has been Removed from the Tax Engine, effective 1/1/2019.

• The Wyoming Worker's Compensation - Employer Tax, 56-000-0000-ER_WC-000, Wage Base has been updated to $11,667.51 for Corporate Officers, effective 1/1/2019.

• The Borough of Lansdowne - EIT - William Penn S D (239652), Pennsylvania EIT Tax, 42045-1215185-EIT-239652, has been removed from the Engine, effective 1/8/1018. The tax was vetoed for the Jurisdiction

• The Franklin, Borough of - EIT - Conemaugh Valley S D (111403), Pennsylvania EIT Tax, 42-021-1215021-EIT-111403, Rate has been updated to 1.3%, effective 1/1/2019.

• The Massachusetts State Income Tax, 25-000-0000-SIT-000, Regular and Supplemental Wage calculation has been updated to make use the 2019 rate of 5.05%, effective 1/1/2019.

• The Missouri State Income Tax, 29-000-0000-SIT-000, Flat Supplemental Rate has been updated to 5.4%, effective 1/1/2019.

• The Vermont State Income Tax, 29-000-0000-SIT-000, Flat Supplemental Rate has been updated to 30% of Federal Income Tax Withholding., effective 1/1/2019.

• The Mount Blanchard, Ohio City Tax, 39-000-1043538-CITY-000, has been added to the Tax Engine with a Rate of 1%, effective 1/1/2019.

• The District of Columbia Paid Family Tax, 11-000-0000-ER_FLI-000, has been added to the Engine with a rate of .62%, effective 4/1/2019. Though the Tax is not technically in effect until 7/1/2019, it was entered effective 4/1/2019 so that Employer can begin their calculations for their accruals.

• The Vermont Catamount Healthcare Assessment Tax, 50-000-0000-ER_EHT-000, Rate has been updated to $168.10 per Employee, effective 1/1/2019.

• The Cumberland County, Kentucky OLF Tax, 21-057-0000-OLF-000, Rate has been updated to 1.75%, effective 4/1/2019. The Maximum Annual Withholding remains $750, which adjusts the Wage base to $42,857.15.

• The Vine Grove, Kentucky OLF Tax, 21-000-506053-OLF-000, Rate has been updated to 2%, effective 4/1/2019.

• The West Liberty, Kentucky OLF Tax, 21-000-516279-OLF-000, Rate has been updated to 1%, effective 4/1/2019.

• The Indian Hill, Ohio City Tax, 39-000-1079598-CITY-000, Rate has been updated to .525%, effective 1/1/2018.

• The Mount Gilead, Ohio City Tax, 39-000-1065069-CITY-000, Tax Credit and Credit Limit were previously removed with an effective date of 2018-12-26. This has been changed to an effective date of 1/1/2016.

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• The Kingston, Borough of - EIT - Wyoming Valley West S D (409302), Pennsylvania EIT Tax, 42-079-1215395-EIT-409302, Rate has been updated to 2.175%, effective 1/1/2019.

• The Massachusetts Employer and Employee Paid Family and Medical Leave, 25-000-0000-ER_FLI-000 and 25-000-0000-FLI-000, have been added to the Engine. This is provisional,as Symmetry is waiting to hear back from the State of Massachusetts on what wages are to be used for the calculations, and whether there are any benefits are treated as tax deferred for these taxes. This may be subject to change in later releases based on feedback from the State. At present, the Tax will be levied based on Regular and Supplemental Wages, will not be reduced by any Benefit Contributions and will have the same Wages Base as FICA, which is $132,900 for the year 2019.

• The Puerto Rico Territory Tax, 72-000-0000-SIT-000, Formula and Tables have been updated, effective 1/1/2017. This was done to conform to the Withholding Guide that was published on 1/1/2017, which supplemented the 2014 Guide.

• The Coshocton. Ohio City Tax, 39-000-1056840-CIT-000, Tax Credit has been updated to 50% and the Credit Limit has been updated to 1%, Effective 1/1/2016.

• The Bath County, Kentucky, Occupational License Fee Rate will increase to 2% for Resident and Nonresidents, effective 1 July 2019.

• The Montgomery County, Kentucky, Occupational License Fee Rate will increase to 2% for Resident and Nonresidents, effective 1 July 2019.

• The Simpson County, Kentucky, Occupational License Fee Rate will increase to 1% for Resident and Nonresidents, effective 1 July 2019.

• The Massachusetts Paid Family and Medical Leave contribution rate was previously scheduled to change to 0.63% on 1 July 2019. This change has now been delayed to 1 October 2019, and the rate will be changing to 0.75%, not 0.63%. No change to the contribution rate occurred on 1 July 2019. This rate of 0.75% is comprised of 0.62% from the medical leave contribution and 0.13% from the family leave contribution.

• The New Jersey Waterfront Percentage of Payroll Taxes Rate will decrease from 1.84% to 1.80%, effective 1 July 2019.

• The New York Waterfront Percentage of Payroll Taxes Rate will decrease from 1.84% to 1.80%, effective 1 July 2019.

• The Bethel, Ohio, City Tax will be reinstated with a Rate of 0.5% for Residents and Nonresidents, effective 1 July 2019.

• The Bratenahl, Ohio, City Tax Rate has been updated to 2% for Residents and Nonresidents, effective 1 June 2019, The Covington, Ohio, City Tax Credit Limit has been updated to 0.5% for Residents and Nonresidents, effective 1 January 2019.

• The Gahanna, Ohio, City Tax Rate will be updated to 2.5% for Residents and Nonresidents, the Tax Credit will be updated to 100%, and the Credit Limit will be updated to 2.5%, effective 1 July 2019.

• The Mogadore, Ohio, City Tax Rate will be updated to 2.5% for Residents and Nonresidents, and the Credit Limit will be updated to 2.5%, effective 1 July 2019. The Navarre, Ohio, City Tax Rate will be updated to 1.75% for Residents and Nonresidents, and the Credit Limit will be updated to 1.75%, effective 1 July 2019.The South Euclid, Ohio, tax credit and credit limit have been removed (tax credit decreased from 75% to 0% and credit limit decreased from 1% to 0%), effective 1 March 2019.The Springdale, Ohio, City Tax Rate will be updated to 2% for Residents and Nonresidents, effective 1 July 2019.

• The Armagh Borough, United School District, Indiana County, Pennsylvania, Local Services Tax will increase to $10 ($5 Municipal Local Services Tax + $5 School District Local Services Tax), effective 1 July 2019.

• The Brush Valley Township, United School District, Indiana County, Pennsylvania, Local Services Tax will increase to $10 ($5 Municipal Local Services Tax + $5 School District Local Services Tax), effective 1 July 2019.

• The Girardville Borough, North Schuylkill School District, Schuylkill County, Pennsylvania, Local Services Tax will increase to $10 ($5 Municipal Local Services Tax + $5 School District Local Services Tax), effective 1 July 2019.

• The Keating Township, Smethport Area School District, McKean County, Pennsylvania Local Service Tax Rate has been updated to $52 a year, effective 1 January 2019. The Philadelphia Wage Tax Rate will decrease from 3.8809% to 3.8712% for residents of Philadelphia and from 3.4567% to 3.4481% for non-residents, effective 1 July 2019. The Rankin Borough, Woodland Hills School District, Allegheny County, Pennsylvania, Resident EIT Tax Rate will decrease from 1.6% to 1.1%, effective 1 July 2019.

• The Towamencin Township, North Penn School District, Montgomery County, Pennsylvania, Non-Resident EIT Tax Rate will increase from 0.50% to 1.00%, effective 1 July 2019.

• Documentation for the DC ER_FLI (Employer Family Leave Insurance) has been added to all guides. The tax is effective 1 July 2019.

February 2019 – KB 4489839 (7.1, 7.2, 7.3, and 8.0 Binary)

• The Alaska State Unemployment tax, 02-000-0000-ER_SUTA-000, Wage Base has been updated to $39,900, effective 1/1/1019

• The California State Income Tax, 06-000-0000-SIT-000, Tax Tables have been updated, effective 1/1/2019

• The Hawaii State Unemployment Tax, 15-000-0000-ER_SUTA-000, Wage Base has been updated to $46,800, effective 1/1/2019

• The Idaho State Unemployment Tax, 16-000-0000-ER_SUTA-000, Wage Base has been updated to $40,000, effective 1/1/2019

• The Illinois State Income Tax, 27-000-0000-SIT-000, Basic Allowance for Dependents has been updated to $2.275, effective 1/1/2019

• The Kentucky State Income Tax, 27-000-0000-SIT-000, Formula has been updated, effective 1/1/2019

• The Michigan State Income Tax, 27-000-0000-SIT-000, Personal Exemption has been updated to $4,400, effective 1/1/2019

• The Minnesota State Income Tax, 27-000-0000-SIT-000, Formula has been updated, effective 1/1/2019

• The New Jersey Employer SDI, 34-000-0000-ER_SDI-000, Wage Base has been updated to $34,400, effective 1/1/2019

14


• The North Dakota State Income Tax, 38-000-0000-SIT-000, Tax Tables have been updated, effective 1/1/2019

• The North Dakota State Unemployment tax, 38-000-0000-ER_SUTA-000, Wage Base has been updated to $36,400, effective 1/1/1019

• The Oregon State Income Tax, 41-000-0000-SIT-000, Formula has been updated, effective 1/1/2019

• The Rhode Island SDI Tax, 44-000-0000-SDI-000, Wage Base has been updated to $71,000, effective 1/1/2019

• The South Carolina State Income Tax, 45-000-0000-SIT-000, Tax Tables have been updated, effective 1/1/2019

• The Vermont State Income Tax, 50-000-0000-SIT-000, Formula has been updated, effective 1/1/2019

• The Carroll County, Indiana Tax, 18-015-0000-CNTY-000, Rate has been updated to 2.2733%, effective 10/1/2018

• The Cass County, Indiana Tax, 18-017-0000-CNTY-000, Rate has been updated to 2.6%, effective 10/1/2018

• The Dearborn County, Indiana Tax, 18-029-0000-CNTY-000, Rate has been updated to 2.6%, effective 10/1/2018

• The Grant County, Indiana Tax, 18-053-0000-CNTY-000, Rate has been updated to 2.55%, effective 10/1/2018

• The Hancock County, Indiana Tax, 18-059-0000-CNTY-000, Rate has been updated to 1.74%, effective 10/1/2018

• The Huntington County, Indiana Tax, 18-069-0000-CNTY-000, Rate has been updated to 1.95%, effective 10/1/2018

• The Jennings County, Indiana Tax, 18-079-0000-CNTY-000, Rate has been updated to 1.95%, effective 10/1/2018

• The White County, Indiana Tax, 18-181-0000-CNTY-000, Rate has been updated to 2.32%, effective 10/1/2018

• The Bethel, Ohio City Tax, 39-000-1064426-CITY-000, has been repealed, effective 12/2/2018

• The Bloomville, Ohio City Tax, 39-000-1064457-CITY-000, has been added to the Engine with a Rate of 1%, with no Tax Credit or Credit Limit, effective 1/1/2019

• The Jackson, Ohio City Tax, 39-000-1061427-CITY-000, has been repealed, effective 11/24/2018

• The Middlefield, Ohio City Tax, 39-000-1061515-CITY-000, Rate has been updated to 1.25%, effective 1/1/2019

• The Mount Orab, Ohio City Tax, 39-000-1065073-CITY-000, Rate has been updated to 1.35%, effective 1/1/2019

• The Washingtonville, Ohio City Tax, 39-000-1047606-CITY-000, has been repealed, effective 11/26/2018

• The Wayne Lakes, Ohio City Tax, 39-000-1058107-CITY-000, has been added to the Engine with a Rate of 1%, with no Tax Credit or Credit Limit, effective 1/1/2019

• The Wellington, Ohio City Tax, 39-000-1047670-CITY-000, Rate has been updated to 1.75%, effective 1/1/2019

• The Butler County Annex JEDD Tax, 39-000-0000-JEDD-118, has been added to the Engine with a rate of 2%, effective 12/12/2018

• The Celina LSD, Ohio School District Tax, 39-000-0000-SCHL-5401, has been added to the Engine with a rate of 1%, effective 1/1/2019

• The Granville EVSD, Ohio School District Tax, 39-000-0000-SCHL-4501, Rate has been updated to .75%, effective 1/1/2019

• The Green LSD, Ohio School District Tax, 39-000-0000-SCHL-8503, has been added to the Engine with a rate of .5%, effective 1/1/2019

• The Hazleton, City of - EIT - Hazleton Area S D (403302), Pennsylvania, 42-079-1215392EIT-403302, Resident Rate has been updated to 2.57% and the Nonresident Rate has been updated to 1.85%, effective 7/1/2018

• The Pennsylvania EIT changes, Effective 1/1/2019, have been added to the Engine.

• The Hawaii State SDI Tax, 15-000-0000-SDI-000, Weekly Taxable Amount has been updated, effective 1/1/2019

• The Massachusetts State Tax, 25-000-0000-SIT-000, Tax Tables have been updated, effective 1/1/2019

• The Oklahoma State Tax, 40-000-0000-SIT-000, Tax Tables have been updated, effective 1/1/2019

• The Lane Transit Tax, 41-000-0000-ER_TRANS-002, Rate has been updated to 0.74%, effective 1/1/2019

• The Trimet Excise Tax, 41-000-0000-ER_TRANS-003, Rate has been updated to 0.7637%, effective 1/1/2019

• The Germantown City, Ohio City Tax, 39-000-1064716-CITY-000, Rate has been updated to 1.50%, effective 1/1/2019

• The Rhode Island State Unemployment Tax, 44-000-0000-ER_SUTA-000, Wage Base has been updated to $23,600, effective 1/1/1019

• The Rhode Island Job Development Surcharge Tax, 44-000-0000-ER_SUTA_SC-030, Wage Base has been updated to $23,600, effective 1/1/1019

• The Rhode Island Job Development Surcharge Tax, 44-000-0000-ER_SUTA_SC-030, Rate has been updated to .29%, effective 1/1/1019

• The Conesville, Ohio City Tax, 39-000-1048625-CITY-000, Rate has been updated to .5%, effective 1/1/2019

• The Mount Gilead, Ohio City Tax, 39-000-1065069-CITY-000, Tax Credit and Credit Limit have been updated to zero, effective 12/26/2018

• The Patterson, Ohio City Tax, 39-000-1057914-CITY-000, Rate has been updated to .5%, effective 1/1/2019

• The Woodlawn, Ohio City Tax, 39-000-1048082-CITY-000, Rate has been updated to 2.3%, effective 1/1/2019

• The Colorado State Income Tax, 08-000-0000-SIT-000, Tax Tables and Allowances have been updated, effective 1/1/1019

• The Rhode Island State Income Tax, 08-000-0000-SIT-000, Tax Tables have been updated, effective 1/1/1019.

• The Virgin Islands State Unemployment Tax, 78-000-0000-ER_SUTA-000, Wage Base has been updated to $26,500, effective 1/1/1019

• The Goodwater, Alabama City Tax, 01-000-159683-CITY-000, Maximum Annual Withholding Limit has been updated to $150, effective 1/1/2019

• The Brimfield Tallmadge JEDD Tax, 39-000-0000-JEDD-006, Rate has been updated to 1.5%, effective 1/1/2019.

• The Macedonia Northfield Center Twp JEDD Tax, 39-000-0000-JEDD-024, Rate has been updated to 2.5%, effective 1/1/2019.

15


• The Alabama State Income Tax, 01-000-0000-SIT-000, Tax Tables have been updated, effective 1/1/1019

• The Gateway Revenue Sharing JEDD Tax, 39-000-0000-JEDD-018, Rate has been updated to 2.5%, effective 1/1/2017

• The IX Center Revenue Sharing JEDD Tax, 39-000-0000-JEDD-021, Rate has been updated to 2.5%, effective 1/1/2017

• The Reynoldsburg Enterprise Zone JEDD Tax, 39-000-0000-JEDD-037, Rate has been updated to 2.5%, effective 7/1/2017

• The Rossford Toledo JEDZ Tax, 39-000-0000-JEDD-038, has been removed from the Engine as this was confirmed as never having been in effect due to rule changes regarding JEDZ after it was created.

16


Microsoft Dynamics 365 for Finances and Operations, Enterprise edition is a line of integrated, adaptable business management solutions that enables you and your people to make business decisions with greater confidence. Microsoft Dynamics 365 for Finances and Operations, Enterprise edition works like and with familiar Microsoft software, automating and streamlining financial, customer relationship and supply chain processes in a way that helps you drive business success.

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