Converting Federal Taxable Wages for Part-Year NYC Residents

The TAX909NY.SQR:

• Identifies employees who were part-year New York City residents

• Sums the federal taxable wages paid to these employees from their check detail records that indicate New York City residency status.

The SQR selects only check detail because PeopleSoft can determine resident or non-resident status only from PS_PAY_TAX on each check. The TAX_BAL tables do not store this level of detail.

You can use one of these methods to resolve this issue:

• Update PS_R_TAX909NY.

  Calculate the wages and update this temporary table for collection of YTD taxable gross wages for NYC residents before you run TAX910LD.

• Calculate the wages and update the NYC WAGES data in the PS_YE_AMOUNTS after running TAX910LD.

  If you run the TAX910LD again after the update, your entries will be overridden.

• Set the NYC wages equal to the NY State wages.

  This method would definitely result in some errors but might acceptable if you have a small number of NYC employees.

Note:

Even if you run SQR TAX910LD multiple times, you must run TAX909NY only once, to load the table PS_R_TAX909NY. These updates must be done before you run TAX910LD. It is not necessary to run TAX909NY multiple times unless you make changes to employees that have NYC year-end data. TAX910LD reads the PS_R_TAX909NY table each time it's run.