The following changes were made in version 2.20.3.
In response to the Presidential executive order related to the deferral of employee-paid Social Security tax, the following changes have been made:
Select this check box to defer withholding of the employee’s Social Security tax through December 31, 2020.
For instructions on setting up the deduction code, see Social Security Tax Deferral for Tax Year 2020 in the help.
The Deferred field will be automatically updated as you process payroll for employees who opt in to the deferral program. The calculation to update the Paid Back field will be added in a future update.
For more details, see Social Security Tax Deferral for Tax Year 2020 in the help.
The new Quarterly Unemployment Report has been added to the Payroll Reports menu. This report includes the following information for employees:
You can include wage information for either federal unemployment tax, state unemployment tax, or both.
The following changes were made in version 2.20.2.
The following changes have been made to help you calculate your tax credits associated with legislation related to COVID-19.
The Emergency Leave Worksheet, located on the Payroll Reports menu, will help you determine your qualified wages and expenses related to the Emergency Family and Medical Leave Expansion Act provision of the Families First Coronavirus Response Act.
This worksheet includes any earning codes setup with tax rules -800121 and -800125, which will be totaled for Qualified Emergency Sick Wages and any earning codes set up with tax rule -800123, which will be totaled for Qualified Emergency PFML Wages.
If deductions with Employer Contribution selected as the type are not included in your company's payroll entries, then the qualified health plan expense fields will not calculate correctly.
The qualified sick and family leave wages and health plan expenses can be manually entered on the Form 941 worksheet under step 2. See the help for more details.
The Emergency Retention Credit Worksheet, located on the Payroll Reports menu, will help you determine your qualified wages (up to the maximum limit) and expenses for the employee retention credit.
If you’re printing this report for the first quarter of 2020, the qualified wages and qualified health plan expenses will reflect checks dated March 13 through March 31.
The qualified wages for the quarter can be manually entered on the Form 941 worksheet under step 3. See the help for more details.
This worksheet is dependent on the correct selection of earnings and deduction codes. If deductions with Employer Contribution selected as the type are not used in payroll entries, the qualified health plan fields will not be correctly calculated.
Any emergency sick or family leave wages paid under the Families First Coronavirus Response Act (FFCRA) that are subject to Medicare tax are combined with the regular Medicare wages. The combined Medicare wages are the taxable Medicare wages that are reported on Form 941. The Medicare tax on these wages is combined with the regular Medicare tax.
Also the following column names in the Federal Taxes section were changed:
Federal and State Tax Reporting has been updated to accommodate the changes required by legislation related to COVID-19.
You can now enter an international address in Employee Maintenance and ACA Employer Maintenance. ACA Employee Maintenance has been updated to reflect the changes.
To support international addresses, the following changes have been made:
The following reports have been updated to accommodate the changes:
Federal and State Tax Reporting has been updated to accommodate the changes for international address support.
You can now view a recap of hours entered for the day and week in Time Track Entry and Punch In/Out.
The Payroll Data Conversion Wizard has been updated to help ensure that the correct tax profiles are assigned to employees.
When you run the wizard after upgrading from Sage 100 version 2017 or earlier, you’ll be asked to map state and local tax codes to tax profiles. You can access Tax Profile Maintenance from the wizard to create the tax profiles.
After you map the tax codes to the tax profiles, the tax profiles are automatically assigned to employees based on which tax codes were assigned to them in your earlier version of Sage 100.
This update replaces the process of assigning tax groups to tax profiles in the previous version of the wizard.
The following changes were made in version 2.20.1.
The Payroll Tax Update utility has been enhanced to provide more options and information.
The following changes were made in version 2.20.
To accommodate the revised W-4 form for 2020, the following changes have been made on the Taxes tab in Employee Maintenance:
No changes are needed for employees who have already submitted the older version of the W-4 form. But for any employees who submit the revised W-4 form, you’ll need to select the applicable filing status that has "2020" in the description. If the check box for step 2(c) is selected on the employee’s W-4 form, select a filing status that includes "Ckbx 2c" in the description.
Note: You’ll be able to see these new filing statuses in Employee Maintenance after installing the payroll tax update that will be released in mid-December, 2019. However, the withholding tax will not calculate correctly until you have upgraded to Sage 100 Payroll 2.20.
If the employee has an amount entered in box 4(c) on the revised W-4 form, select Add an Amount in the Tax Calc Override field and then enter the amount in the Override Amt field.
New filing statuses are available for the state of Arkansas. You’ll be able to see these new filing statuses in Employee Maintenance after installing the payroll tax update that will be released in mid-December, 2019. However, the withholding tax will not calculate correctly until you have upgraded to Sage 100 Payroll 2.20.