[Pentamation] RE: 2102 state tax deductions

Jen Byrnes (SunGard Bethlehem) Jen.Byrnes at sungardps.com
Mon Jan 9 12:28:14 PST 2012


There weren't any program updates done to OR state tax and both 4.2 and 4.3 sites say they have the problem.

Leslie said Willamette was correct.  If nobody is correct then I will need a specific example to research.  Will somebody please send a specific example of database you are in, employee number to look at, when you run an employee worksheet ON SALARY ONLY (do not take any deductions to make the research easier) what the state tax is calculating as and what you think it should be.

Thanks,
Jen

Jen Byrnes | Manager, eFinancePLUS Support | SunGard K-12 Education | ' (610) 849-7265 | 7 (610) 691-1031 | * 3 West Broad Street, Suite 1, Bethlehem, PA  18018 |  *jen.byrnes at sungardps.com<mailto:jen.byrnes at sungardps.com> | þ www.sungardps.com<http://www.sungardps.com/>
P Think before you print



From: Grant, Judy [mailto:Judy.Grant at wesd.org]
Sent: Monday, January 09, 2012 3:17 PM
To: Jen Byrnes (SunGard Bethlehem); 'Michele Wahlstrom'
Cc: Audrey Howard (SunGard Bethlehem); pentamation at list.r9esd.k12.or.us; Carver, Carmen; Harvey, Leslie; Tamie Swain (SunGard Bethlehem)
Subject: RE: [Pentamation] RE: 2102 state tax deductions

Hi, this is Judy Grant from Willamette ESD.  The screen shots are from our live data base which has not yet been updated with the correct State Tax tables.  Leslie Harvey updated our training data base to test the tax tables.  I don't believe they are working correctly in the training data base either.  I have not updated the live yet because of the differences in calculations from the training and the live.

Maybe whatever fix was used on our live data base was not included in our training data base that was backed up the middle of November.

Judy K Grant
Payroll Specialist
Willamette Education Service District
503-385-4653
judy.grant at wesd.org<mailto:judy.grant at wesd.org>
From: pentamation-bounces at list.r9esd.k12.or.us<mailto:pentamation-bounces at list.r9esd.k12.or.us> [mailto:pentamation-bounces at list.r9esd.k12.or.us]<mailto:[mailto:pentamation-bounces at list.r9esd.k12.or.us]> On Behalf Of Jen Byrnes (SunGard Bethlehem)
Sent: Monday, January 09, 2012 12:10 PM
To: 'Michele Wahlstrom'
Cc: Audrey Howard (SunGard Bethlehem); pentamation at list.r9esd.k12.or.us<mailto:pentamation at list.r9esd.k12.or.us>; Carver, Carmen; Harvey, Leslie; Tamie Swain (SunGard Bethlehem)
Subject: RE: [Pentamation] RE: 2102 state tax deductions

Maybe I am missing something.  Please see the attached document comparing screen shots for OR State Tax for Monthly/Married between Willamette and North Wasco.

Jen Byrnes | Manager, eFinancePLUS Support | SunGard K-12 Education | ' (610) 849-7265 | 7 (610) 691-1031 | * 3 West Broad Street, Suite 1, Bethlehem, PA  18018 |  *jen.byrnes at sungardps.com<mailto:jen.byrnes at sungardps.com> | þ www.sungardps.com<http://www.sungardps.com/>
P Think before you print



From: Michele Wahlstrom [mailto:wahlstromm at nwasco.k12.or.us]<mailto:[mailto:wahlstromm at nwasco.k12.or.us]>
Sent: Monday, January 09, 2012 2:51 PM
To: Jen Byrnes (SunGard Bethlehem)
Cc: Harvey, Leslie; Carver, Carmen; pentamation at list.r9esd.k12.or.us<mailto:pentamation at list.r9esd.k12.or.us>; Audrey Howard (SunGard Bethlehem); Tamie Swain (SunGard Bethlehem)
Subject: Re: [Pentamation] RE: 2102 state tax deductions

Thanks for the input.  However, when I look at the tax tables that Leslie sent out last week, I do not see a difference between her tables and the ones I put into the system.  The ONLY difference that I can see is that the tables sent out have the "credit" amount put in for the number of dependents claimed, where our table only has one number for the credit, which is all we have ever put into the system.  Also, the credit amount on the WESD table shows the credit amount as $15.00, and I believe it really should be $15.25, as the allowance, i.e., credit amount, changed this year to $183 annually, which is $15.25 per month.  Last year it was $180 annually, which made the $15.00 per month accurate.

Perhaps I am missing the point big time here????  Anyway, please send out the WESD tables again so that we can look and compare.

Thanks again!
Michele
On Mon, Jan 9, 2012 at 11:24 AM, Jen Byrnes (SunGard Bethlehem) <Jen.Byrnes at sungardps.com<mailto:Jen.Byrnes at sungardps.com>> wrote:
Hello Everyone,

Two cases were logged for this issue - one by Leslie for Central SD and another by Michelle for North Wasco.  Both are assigned to Audrey Howard.  Audrey was told by Leslie that Willamette's state calculations ARE correct.

We compared Willamette's state tax table set up to both Central and North Wasco found that both Central and North Wasco's state tax tables are NOT set up like Willamette's state tax table.

Leslie, please share what you have entered in your tax table (including the information on the Tax Details button) with the others.

Once the tax tables are updated with the correct values, please run a test and let the group know if the problem has been corrected.

Thanks,
Jen

Jen Byrnes | Manager, eFinancePLUS Support | SunGard K-12 Education | ' (610) 849-7265<tel:%28610%29%20849-7265> | 7 (610) 691-1031<tel:%28610%29%20691-1031> | * 3 West Broad Street, Suite 1, Bethlehem, PA  18018 |  *jen.byrnes at sungardps.com<mailto:jen.byrnes at sungardps.com> | þ www.sungardps.com<http://www.sungardps.com/>
P Think before you print



From: pentamation-bounces at list.r9esd.k12.or.us<mailto:pentamation-bounces at list.r9esd.k12.or.us> [mailto:pentamation-bounces at list.r9esd.k12.or.us<mailto:pentamation-bounces at list.r9esd.k12.or.us>] On Behalf Of Michele Wahlstrom
Sent: Monday, January 09, 2012 12:21 PM
To: Harvey, Leslie
Cc: Carver, Carmen; pentamation at list.r9esd.k12.or.us<mailto:pentamation at list.r9esd.k12.or.us>
Subject: Re: [Pentamation] RE: 2102 state tax deductions

FYI, we are on 4.3, an ASP site, AND when I run the numbers, ours do not work either, although they do follow the formula in the state tax book.  I agree, this may be a Pentamation problem in the update process.

On Mon, Jan 9, 2012 at 9:16 AM, Harvey, Leslie <Leslie.Harvey at wesd.org<mailto:Leslie.Harvey at wesd.org>> wrote:
I have contacted Pentamation and they told me that there was a tax update applied to the districts on 4.3 and  they think maybe they missed applying it to 4.2 districts.  They are looking into it and will get back to me.  They have the case marked critical so it will go to the top of the list.  I will keep you all posted.

Thank you,
Leslie Harvey / WESD / 503-540-4448<tel:503-540-4448>/ 1-866-987-7368<tel:1-866-987-7368> / 503-540-2977<tel:503-540-2977> fax
Customer Support Specialist / leslie.harvey at wesd.org<mailto:leslie.harvey at wesd.org> / pentamation.helpdesk at wesd.org<mailto:pentamation.helpdesk at wesd.org>

From: pentamation-bounces at list.r9esd.k12.or.us<mailto:pentamation-bounces at list.r9esd.k12.or.us> [mailto:pentamation-bounces at list.r9esd.k12.or.us<mailto:pentamation-bounces at list.r9esd.k12.or.us>] On Behalf Of Carver, Carmen
Sent: Monday, January 09, 2012 8:45 AM
To: pentamation at list.r9esd.k12.or.us<mailto:pentamation at list.r9esd.k12.or.us>
Subject: [Pentamation] 2102 state tax deductions

Group,

Our District has been working with the Dept. of Revenue and has checked with non-Pentamation users to determine if our Pentamation is working correctly calculating the State tax payroll deductions. It's not! I had the Dept. of Revenue review a record and they said our system is not calculating right.

For example: Any employee earns $59,500. Employee claims Married and 4. This employee should have $273 deducted for state. However, Pentamation says $18. We ran spot checks with several individuals and they were all very similar.

We want to warn districts to do spot checks on your $50K + income earners. We've confirmed with at least one other Pentamation user school district their calculations are incorrect.

Thanks!

Carmen Carver
Human Resources Coordinator
Central School District 13J
1610 Monmouth Street
Independence, OR 97351
Phone: 503.606.2253<tel:503.606.2253>
Fax: 503.606.2333<tel:503.606.2333>

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--
Michele Wahlstrom
North Wasco County School District 21
Payroll Specialist
wahlstromm at nwasco.k12.or.us<mailto:wahlstromm at nwasco.k12.or.us>
541-506-3420, Ext. 1008<tel:541-506-3420%2C%20Ext.%201008>



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--
Michele Wahlstrom
North Wasco County School District 21
Payroll Specialist
wahlstromm at nwasco.k12.or.us<mailto:wahlstromm at nwasco.k12.or.us>
541-506-3420, Ext. 1008



CONFIDENTIALITY: This e-mail (including any attachments) may contain confidential, proprietary and privileged information, and unauthorized disclosure or use is prohibited. If you received this e-mail in error, please notify the sender and delete this e-mail from your system.


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