USPS RoundtableUSPS RoundtableACCESSACCESS

February 25 February 25,, 2010 2010

Calendar Year End RecapCalendar Year End RecapAll District Files Were Submitted on 2/16

W2’s Social Security confirmed Completion on 2/19/2010

Ohio Department of Taxation W2’s Electronic Media / IT-3 Rec’d

confirmation 2/19

◦ Employee copies 11,248

◦ Employer copies: 5,624

◦ City Copies: 3,804

Corrections can be processed with a W2-C to SSA

Post Calendar Year End Post Calendar Year End Settings:Settings:USPS Calendar Year-end Closing

Procedures RUN USPS_CY

Create ticket needs to be bolder and have a check off

Any other suggestions:

OSDI and City Taxes

New deductions?

Ohio Department of Ohio Department of TaxationTaxation

Special note: The state

income tax withholding tables

have not changed for 2010.

The tables issued effective

Jan. 1, 2009 will continue to

apply to 2010 and future

years.

http://tax.ohio.gov/

documents/forms/

school_district_income/2010/

WTH_EmployerLetter.pdf

Ohio Department of Ohio Department of TaxationTaxationOhio Taxes withheld for neighboring stateOhio Taxes withheld for neighboring state

In error, I withheld Ohio state income tax for an employee who lives

in a neighboring state with which Ohio has a reciprocal agreement.

How can my employee get a refund of their erroneous withholding?

A resident of Indiana, Kentucky, Michigan, Pennsylvania and West Virginia who had Ohio state

income tax erroneously withheld from their wages during the preceding calendar year can file Ohio

form IT 1040 to receive their refund.

The reciprocity wages earned in Ohio should be deducted on Schedule A of form IT 1040, and

deducted on line 2 on the front of form IT 1040. Any remaining tax is deducted by calculating a non-

resident credit on Schedule D of form IT 1040.

Visit The Ohio Department of Taxation for a question regarding errors and

refunds

http://tax.ohio.gov/documents/forms/school_district_income/2010/

WTH_EmployerLetter.pdf

Setup for Ohio/PA STATE Setup for Ohio/PA STATE TAXTAX

ODJFS ReportODJFS Report

Highlights USPS Software Highlights USPS Software Updates:Updates:December 2009 ReleaseDecember 2009 Release The following fields must be filled in

when flag is set to Reportable to EMIS “Y”

◦ BIOSCN - Gender ◦ DEMSCN – Sex, Race◦ JOBSCN – Position type, separation reason,

Appointment type ◦ POSSCN – Position type, Separation Reason,

Certificate Application, Appointment Type, Qualified ParaPro and HQPD

Highlights December 2009 Highlights December 2009 ReleaseReleaseDEDSCN:

The add function will now display the employee first name (prior only last name)

BRDDIS:Account code has been added to the sort to prevent duplicate entries

PERDET:Birth date Validation eliminated

Master teacher field no longer reported

Highlights December 2009 Highlights December 2009 ReleaseReleaseQRTRPT:

◦ Demand Report for previous closed quarter was not displaying correct year:

The user will be prompted to enter the year and quarter on the demand report for a previous closed quarter

◦ Vehicle Lease amount will be cleared on the 001 deduction record when user clears YTD Amounts

◦ Warning Message if a user goes to clear YTD amount and the YTD has already been closed.

Third Party SoftwareThird Party SoftwareFormShare Electronic Signature

Approval of Requisitions

and Leave forms.

CCTC Final Testing

Phase

MCESC

Youngstown

Columbiana Ex. Village

Struthers

CPI – 403B reporting Replacement for

Gatekeeper

5 Programs have been

added to the USPS_LCL

Menu.

◦ Documentation is

available online

Refund of Annuity…why?Refund of Annuity…why?Annuity Company

Returned employee contributions and is no longer

active participant in program. District received the

full deduction check back.

Payroll Error

Money was taken out of employee’s payroll in error.

How to return it:

Payroll with an error adjust on the deduction

REFSCN – Refund the deduction outside of payroll

and provide the money in a physical check back to

the employee.

Deduction Checks?

Refund of Annuity…why?Refund of Annuity…why?

Questions to Ask:

1. Annuity was originally taken in what year from the employee? 2010 or 2009

2. What is the YTD amount for this deduction

3. How do you handle the deduction check , or the deduction accumulators once we pay the employee.

Annuity Current Year 2010

Taxable Earning increase for

QTD/YTD

Taxes owed are placed on the DEDSCN accumulator for Federal, State, OSDI, & Local Taxes

Annuity Deduction negative amt on the deduction accumulator and decrease employee’s YTD contributions.

If deduction company sent you a check the negative ACCUM $$ on the annuity will need to be manually removed.

Total Gross – Annuity= Taxable

gross

No adjustment to Gross wages !

Annuity Previous Yr 2009

Taxable Earning Increase for QTD/YTD

2010

Taxes owed are placed on the DEDSCN Federal, State, OSDI, & Local Taxes.

Annuity DED - negative amt on the deduction accumulator and decrease employee’s YTD Contributions Be CAREFUL.. YTD is 2010 $$ refund is 2009. This will decrease 2010 contributions if YTD had money prior to refund process

Remove the negative ACCUM on DEDSCN if deduction company returned the money.

Increase GROSS Wages – Manually?

Money from 2009 is not part of Gross wages in 2010.

◦ Add the gross amount to the QTD, YTD on Fed, State, OSDI, Local taxes when applicable.

Manual updates to Gross Wage Required !

5 Steps to Refund of 5 Steps to Refund of Annuity Annuity Void the Deduction Check return to your

District or created in error via PAYDED

Enter a negative amount on the Employee DEDSCN (error adjust field)

Process thru next payroll or run REFSCN

Process Manual update in DEDSCN to clear the negative accum on the annuity

Update FED, State, OSDI & Local taxes when applicable. QTD/YTD Gross wages if refund is from a Previous Year Annuity.

Run HANDCK to produce a new deduction check to annuity company and/or run PAYDED if taxes cannot wait until next pay.