2010 US Payroll Tax Updates Round 1 now available

Microsoft has released the 2,010 Payroll Tax Updates – Round 1, available for download un CustomerSource and PartnerSource and has communicated that Round 2 will be out the week of January 18th to include changes to Rhode Island and EIC. As many of you have been sending comments and emails about Payroll Tax Updates and Year-End procedures, here is a compiled list of resources for both US and Canada.

Featured on this site

Payroll Year-End Close and W-2 Forms Supportability
US Payroll Tax Update Rounds*
2009 Payroll Tax Update for Microsoft Dynamics GP 8.0

* The following is the complete list of Payroll Tax Update rounds for 2009.

External resources
Version 9
CustomerSource/PartnerSource 2010 U.S. Payroll Tax Update for Microsoft Dynamics GP 9.0 (Round 1)
CustomerSource/PartnerSource 2009 U.S. Payroll Year End Update for Microsoft Dynamics GP 9.0
CustomerSource/PartnerSource 2009 Canadian Payroll Year End Update for Microsoft Dynamics GP 9.0

Version 10
CustomerSource/PartnerSource 2010 U.S. Payroll Tax Update for Microsoft Dynamics GP 10.0 (Round 1)
CustomerSource/PartnerSource 2009 U.S. Payroll Year End Update for Microsoft Dynamics GP 10.0
CustomerSource/PartnerSource 2009 Canadian Payroll Year End Update for Microsoft Dynamics GP 10.0

KB Articles US Payroll

KB Article 850663 – Year-end closing procedures for Microsoft Dynamics GP Payroll
KB Article 856808 – How to process a test “payroll year-end” close by using live payroll data in Microsoft Dynamics GP
KB Article 954154 – Information about the tax fields and year-end update fields in Payroll in Microsoft Dynamics GP

KB Articles Canadian Payroll

KB Article 861806 – Year-end closing procedures for the Canadian Payroll module in Microsoft Dynamics GP

Please comment back with your own tips or issues found during the closing process. Finally, backup, backup, and backup at each step of the way.

Until next post!

MG.-
Mariano Gomez, MIS, MCP, MVP
Maximum Global Business, LLC
http://www.maximumglobalbusiness.com/

Payroll Year-End Close and W-2 Forms Supportability

Yep, it’s that time of the year again! And no, I am not referring to Christmas, Hannukah, Kwanzaa, or 1st of Muharram, though I respect all these celebrations. I am referring to the not-so-celebrated Payroll year-end close and submissions of W-2s — at least here in the United States.

So here are a few things to keep in mind for a successful Payroll year-end close and printing of W-2 forms:

1. Apply the 2009 US Payroll Year-End Update

Just don’t do it by yourself! If you use Microsoft Dynamics GP v10.0 Extender, do not install the 2009 U.S Payroll Year End Update. If you use U.S. Payroll in addition to Extender and need the country code changes or the 1099-R Distribution code changes, please contact Microsoft Technical Support to assist you in installing the update. This should be a free support case.

If you use Web Services for Microsoft Dynamics GP v10.0, the latest hotfix for Web Services must be installed prior to installing the 2009 U.S Payroll Year End Update above. Click HERE to download the latest hotfix for Web Services.

If you use Olympic Project Cost with Microsoft Dynamics GP v10.0, click HERE to download version PC1002.07. This release must be installed prior to installing 10.0 SP 4 or any later patch release including the Year End Update.

Finally, please review all installation instructions carefully and backup all your databases, reports and forms dictionaries BEFORE applying any of these patches.

Payroll Year-End Update Links:

Microsoft Dynamics GP 10.0 – 2009 U.S. Payroll Year End Update MicrosoftDynamicsGP-KB975174-v10-ENU.msp (Includes Service Pack 4)

Microsoft Dynamics GP 9.0 – 2009 US Payroll Year-end MicrosoftDynamicsGP-KB975177-v9-ENU.msp (Includes Service Pack 4)

2. Note on W-2 Forms

For W-2 forms supportability Microsoft has only tested Deluxe forms. If you use or purchase any other forms, chances are YOU WILL NOT get support in case something does not fit correctly.

You can visit Deluxe’s page at https://www.microsoftbusinesschecks.com/index.jsp. If you go to the link choose “Search by” and then choose Microsoft Dynamics. Choose GP version 10 (all should be the same) and choose Laser or Continuous and click continue.You can use this page to compare it to other forms as this page will contain forms that are compatible with Dynamics GP. Deluxe even has available 4-up forms compatible with GP, nonetheless, this is one of those where you would like to check with Microsoft before committing to a particular format

Happy Payroll Year-End Closing!

Until next post!

MG.-
Mariano Gomez, MVP
Maximum Global Business, LLC
http://www.maximumglobalbusiness.com

US Payroll Tax Update Rounds

Having a tough time correlating the Last Tax Update date with the actual Payroll Tax Round number released by Microsoft?

Setup > System > Payroll > Payroll Tax
Sweat it no more! The following is a list of payroll tax round numbers with their corresponding dates:

Round 7 – Last Tax Update 7/3/2009
Round 6 – Last Tax Update 6/22/2009
Round 5 – Last Tax Update 4/27/2009
Round 4 – Last Tax Update 3/23/2009
Round 3 – Last Tax update 2/26/2009
Round 2 – Last Tax Update 1/21/2009
Round 1 – Last Tax Update 12/19/2008

Remember, you can always use the automated tax update feature in Microsoft Dynamics GP to get the latest tax updates.

1) Go to MSDGP > Maintenance > US Payroll Updates > Check for Tax Updates, and choose the Automatic update mode from the wizard.

2) Enter your company Authorization Number (usually your main phone number) to continue.

Click on the Log in button to continue. Dynamics GP will then download the latest tax update and apply the latest fixes required to fix bugs found in processing of payroll taxes.

Until next post!

MG.-
Mariano Gomez, MVP
Maximum Global Business, LLC
http://www.maximumglobalbusiness.com

Round 1 – 2009 Payroll Tax Updates now available

Microsoft has made Round 1 of the 2009 Payroll Tax Updates now available. Round 1 updates a number of state and federal tax tables, per the document:

- California
- Maine
- Michigan
- Minnesota
- New Mexico
- Oklahoma
- Fica/Social Security Wage Limit
- Personal Exemption amounts
- Earned Income Credit

In past days, I reported the EIC value being incorrect for 2009 and apparently it has been taken care of in Round 1.

Tax updates can be applied/re-applied by following these simple instructions:

Dynamics GP 10
Go to Microsoft Dynamics GP > Maintenance > U.S. Payroll Updates > Check for Tax Updates

Dynamics GP 9.0
Go to Help > U.S. Payroll Updates > Check for Tax Updates

Until next post!

MG.-
Mariano Gomez, MIS, MVP, MCP, PMP
Maximum Global Business, LLC
http://www.maximumglobalbusiness.com

Incorrect EIC value in 2009 United States Payroll Tax Update

If you have applied 2009 Payroll Tax Update to your Microsoft Dynamics GP system, you will need to correct the Earned Income Credit amount in the UPR41300 tax table from its old value of $1,750 for 2008, to $1,826 for 2009. However, the amounts seem to be correct for the married and single filing statuses in the UPR41302 tax table.

To fix this issue, run the following script against your DYNAMICS database:

-- Run againt your Dynamics databaseUSE DYNAMICSGOUPDATE UPR41300 SET MXEICPMT = 1826.00 WHERE TAXCODE = 'EIC'

Thanks to Bob Harrison at The Lighthouse Neurological Rehabilitation Center (http://lighthouserehab.com/) for this pointer.

Related Articles

2009 Payroll Tax Update for Microsoft Dynamics GP 8.0 – Click here
2008 Year End Update and Microsoft Dynamics GP 8.0 – Click here

Until next post!

MG.-
Mariano Gomez, MVP
Maximum Global Business, LLC
http://www.maximumglobalbusiness.com/

2009 Payroll Tax Update for Microsoft Dynamics GP 8.0

Dynamics GP consultants outta be some of the most dedicated professionals on the face of the planet. In the past days, many GP 8.0 users have been wondering how to get 2009 tax updates applied to their systems. What was more discouraging is the fact that Microsoft had released a not-too-promising memo about the availability of the 2008 year end and 2009 tax updates.

Nonetheless, my friend Doug Pitcher over at Rose Business Solutions, now has an answer for everyone of you still on GP 8.0. He had been playing around with the 2009 tax update SQL Scripts for 10 and noticed they could work on GP 8.0, so just stop by and download the scripts from his site. Great job Doug!

Until next post!

MG.-
Mariano Gomez, MVP, MCP
Maximum Global Business, LLC
http://www.maximumglobalbusiness.com/