AviontéCLASSIC Back Office Release Notes - JULY 2023

Under Employee > Payroll > Tax > Tax Set Up there is a new option for a field called Annual Deduction.

By double clicking on Federal Withholding Tax, a new Additional Tax Details – Canada screen will display allowing the employer to identify the employer [supplier], the year, and the Annual Deduction value.

This value is an annual value, which is traditionally used for salaried employees that have consistent payments for the year. It is not easily maintainable if the employee is paid sporadically throughout the year. (as Vertex takes the annual value received, which is then divided by the pay frequency in the calculation)

If the employer receives the letter prior to pay period 1, they will enter the full value indicated in the letter.

If the employer receives the letter mid-year, they will need to perform the calculation described in the letter [(Value x Total pay periods in the year) / Pay periods remaining in the year)] for the employee to get the full deduction in the remaining pay periods of the year.

This Annual Deduction value will only be applied to the singular year configured based on the check Payment Date.

Under Employee > Payroll > Tax > Tax Set Up there is a new option for a field called Annual Credit.

By double clicking on Federal Withholding Tax, a new Additional Tax Details – Canada screen will display allowing the employer to identify the employer [supplier], the year, and the Annual Credit value.

By double clicking on the Provincial Withholding Tax, a new Additional Tax Details – Canada screen will display allowing the employer to identify the employer, the year, and the Annual Credit value.

This value is an annual value, which is traditionally used for salaried employees that have consistent payments for the year. It is not easily maintainable if the employee is paid sporadically throughout the year. (as Vertex takes the annual value received, which is then divided by the pay frequency in the calculation)

If the employer receives the letter prior to pay period 1, they will enter the full value indicated in the letter.

If the employer receives the letter mid-year, they will need to perform the calculation described in the letter [(Value x Total pay periods in the year) / Pay periods remaining in the year)] for the employee to get the full deduction in the remaining pay periods of the year.

This Annual Credit value will only be applied to the singular year configured based on the check Payment Date.

With this enhancement, the California Employment Training Tax rate is now contained in the Greenshades XML file and as an example will display like:

  <EmploymentTrainingRate Value=".05" />

• default is unchecked - Include in the calculation of sales tax
• checked - do not include in the calculation of sales tax

In most cases, when an employee is exempt from Income tax, they are to not have any taxes taken, but need to maintain reporting the taxable wages. Enter Exemption Amount = 999999 under Federal Withholding Tax.

As a result of Vertex returning both Federal Tax and Provincial Tax as one value under Federal, this will stop the taxes for both Federal and Provincial calculations.

If the annual amount is on or prior to pay period 1, then enter the full calculated value.

If the annual amount is not provided on or prior to pay period 1, a calculation should be made to adjust the credit value to be applied over a reduced number of pay periods by entering the value derived from the following formula: [(Value x Total pay periods in the year) / Pay periods remaining in the year)]

With this enhancement, we are providing an additional sick leave and processing method for Los Angeles CA.

• Accrual Plan = Sick Leave_CA_LosAngeles_07012016_30_365
• Processing Method = 
• Effective Date = 7/1/2016
• Hours to accrue 1 hour = 30
• Days Before Use = 90
• Gap Days = 365
• Max Hours Use in 1 year = 48
• Max Accrual Balance = 72 [Carry Over, Plus Current accrued]
• Yearly limit = 
• Allowed Carry-Over Hours = 72

Processing Method: 

pay_ProcessPayrollCheckAccrual_SickLeave_IncludeCarryover

With this enhancement, the following invalid geocode has been removed from the existing customer base:

• 330455932

When processing a transaction, a Data Requirement Message [DRM] notification will be generated for missing geocodes for an Order or Employee, allowing the user the opportunity to update the employee or order with the accurate geocode for that address.