[Pentamation] RE: 2102 state tax deductions

Michele Wahlstrom wahlstromm at nwasco.k12.or.us
Mon Jan 9 13:12:44 PST 2012


Yes, I concur.  The tables you sent in this message are the tables from
LAST year, not the 2012 setup.  There are weird things going on with the
tables this year, but I called the Dept. of Revenue here, and set them up
following their formulas and the information they gave me just like in
years past.  When I tested them this morning after the initial e-mail, the
staff whose payroll was under $50,000 annually worked, but those over
$50,000 were way off.  When you are looking at the information the state
sent out, it IS very confusing trying to come up with the correct formulas.
 There is actually a tax break of some sort for those making over $50,000
annually over last year (confirmed with Shiloh at DOR), but not as big a
break as the tables are calculating.

The DOR info is here:

http://www.oregon.gov/DOR/forms/business/withholding-formulas_206-436_2012.pdf

Michele

On Mon, Jan 9, 2012 at 12:31 PM, Jen Byrnes (SunGard Bethlehem) <
Jen.Byrnes at sungardps.com> wrote:

> Thank you, Carmen – that will be very helpful.****
>
> ** **
>
> 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 | þ www.sungardps.com****
>
> P *Think before you print*
>
> ** **
>
> ** **
>
> ** **
>
> *From:* Carver, Carmen [mailto:CCarver at central.k12.or.us]
> *Sent:* Monday, January 09, 2012 3:30 PM
> *To:* Jen Byrnes (SunGard Bethlehem); Grant, Judy; 'Michele Wahlstrom'
> *Cc:* Audrey Howard (SunGard Bethlehem); pentamation at list.r9esd.k12.or.us;
> Harvey, Leslie; Tamie Swain (SunGard Bethlehem); Adele Zagofsky (SunGard
> Bethlehem)
>
> *Subject:* RE: [Pentamation] RE: 2102 state tax deductions****
>
> ** **
>
> I’ll send the example we sent the OR department of revenue who told what
> it should be. ****
>
> ** **
>
> Carmen****
>
> ** **
>
> *From:* Jen Byrnes (SunGard Bethlehem) [mailto:Jen.Byrnes at sungardps.com]
> *Sent:* Monday, January 09, 2012 12:28 PM
> *To:* Grant, Judy; 'Michele Wahlstrom'
> *Cc:* Audrey Howard (SunGard Bethlehem); pentamation at list.r9esd.k12.or.us;
> Carver, Carmen; Harvey, Leslie; Tamie Swain (SunGard Bethlehem); Adele
> Zagofsky (SunGard Bethlehem)
> *Subject:* RE: [Pentamation] RE: 2102 state tax deductions****
>
> ** **
>
> 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 | þ 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****
>
> *From:* pentamation-bounces at list.r9esd.k12.or.us
> [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;
> 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 | þ www.sungardps.com****
>
> P *Think before you print*****
>
>  ****
>
>  ****
>
>  ****
>
> *From:* Michele Wahlstrom [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;
> 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> 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 | 7 (610) 691-1031 | , 3 West Broad Street, Suite 1, Bethlehem,
> PA  18018 |  *jen.byrnes at sungardps.com | þ 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] *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
> *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>
> 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/ 1-866-987-7368 / 503-540-2977 fax****
>
> Customer Support Specialist / leslie.harvey at wesd.org /
> pentamation.helpdesk at wesd.org****
>
>  ****
>
> *From:* 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
> *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*****
>
> *Fax: 503.606.2333*****
>
> * *****
>
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>
> ****
>
>  ****
>
> -- ****
>
> *Michele Wahlstrom*****
>
> North Wasco County School District 21****
>
> Payroll Specialist****
>
> wahlstromm at nwasco.k12.or.us****
>
> 541-506-3420, Ext. 1008****
>
>  ****
>
>  ****
>
>
> CONFIDENTIALITY: This e-mail (including any attachments) may contain
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> ****
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>  ****
>
> -- ****
>
> *Michele Wahlstrom*****
>
> North Wasco County School District 21****
>
> Payroll Specialist****
>
> 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. ****
>
>
> 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. ****
>
> 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,
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>



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