1042 and NRA Processing Sunday, March 18, 2001 Track: HRMS Session: S2-6007Slide 2
Panel Participants: Karen Banning, University of Kansas Dawna Groninger, University of Kansas Jennifer Gehrt, Kansas State University Linda Parker, Peoplesoft Gary Singer, Windstar Technologies, Inc.Slide 3
University of Kansas Overview One of the 7 Regent Institutions represented by State of Kansas Comply with reporting of profit for non-inhabitant outsider income – utilizing State profit codes, charge board data reporting Must keep up own time reporting, leave accumulation and parity data utilizing existing time reporting framework State of Kansas creates the 1042-S shapes for KU representatives PeopleSoft V7.6 HRSA – No fixes connectedSlide 4
NRA Issues Student Administration & Foreign Addresses When an understudy location is entered by SA as remote – Job Earns Distribution populated consequently Default remote location to \'Personal residence\'s and we should physically abrogate to residential location Balances – Earns/Taxes The proper viable dates must be entered in Tax Data boards all together for right year to be overhauled. Ordinarily this is payroll interval start dateSlide 5
Job Information – FICA Status OverrideSlide 6
Available Earnings Codes for NRA\'sSlide 7
Job Earnings DistributionSlide 8
Federal Tax Data 1Slide 9
Federal Tax Data 2Slide 10
Federal Tax Data 3Slide 11
State Tax Data 1Slide 12
State Tax Data 2Slide 13
Local Tax DataSlide 14
Time Reporting –Time SheetSlide 15
Employee Payline – with NR Earns Code – after first calc.Slide 16
JPAY159 – NRA\'s TaxedSlide 17
JPAY163 – 1042 Gross ReportSlide 18
JPAY164 – NRA\'s achieving bargain max in payroll intervalSlide 19
JPAY310 – Mismatch procures codes on numerous representative rec\'dsSlide 20
Kansas State University Overview Fall 2000 Enrollment = 21,929 Active Employees = 10,000+ Non-Resident Aliens = 1009 1042 structures in 2000 = 504Slide 21
Kansas State University Overview Use conveyed PS HRMS 7.51 Education & Government NRA usefulness with all applicable PS fixes connected Use 1042 preparing for finance just - not grants and associations Do not have PS Student Administration Follow same fundamental guidelines and procedures as the University of KansasSlide 22
K-State\'s Solutions to Problems with NRA ProcessesSlide 23
Employee Tax Data We don\'t computerize Employee Tax Data on Installation Table- - we generally physically enter information in Tax DataSlide 25
Address in Personal Data Train clients to not embed outside location in "Place of residence" Use residential location the "Street number" Use changeless remote location in the "Postage information", if covetedSlide 27
Address in Personal Data Will get cautioning message when selecting out of Country field on Federal Tax Data 3 board - that is alrightSlide 29
Visa/Permit Data Tracking exact Visa information is basic Confusing board for worker who has had more than one Visa sort Not powerful dated- - Visa shows one after another in order, not representative\'s present Visa Tricky reporting Fixed in PS 8?Slide 32
NRA Data Integrity Added a Save Error Edit to State Tax Data requiring "Inhabitant" checkbox to be "No"Slide 34
NRA Data Integrity Employee Tax Audit Reports (SQRs) versus numerous on-line alters Run review reports starting a day ago of payroll interval through day of last on-cycle pay calcSlide 35
Job Earnings Distribution Audits Fed Tax Special Status = NRA without NRA Earnings code in JOB_EARNS_DIST record NRA Earnings Code without Fed Tax Special Withholding Status = NRA Multiple dynamic Employment Records and Earning Codes in every JOB_EARNS_DIST record are not equivalent Dept ID in JOB is not equivalent to Dept ID in JOB_EARNS_DISTSlide 36
Visa Audits Employee with Visa Type = J2 and FICA Status = Exempt and selected in < 6 acknowledge hours Employee for Visa Type that obliges Subject to FICA Employee with Visa Type = J2 not qualified for Tax TreatySlide 37
Other NRA Audits Fed Tax Data- - NRA requires extra withholding = $15.30 NRA with Citizenship Status = \'Outsider Permanent\' is Subject to FICASlide 38
Look out!! Look for custom SQRs that overhaul JOB in cluster - should likewise redesign the JOB_EARNS_DIST record at same timeSlide 39
FICA/SUT Audit Report J1/F1 Visas ought to dependably be excluded from FICA and SUT (unless Substantial Presence Test is met) When FICA Exempt, SUT must be Exempt When FICA Subject, SUT must be NonexemptSlide 40
Tax Treaty Table PeopleSoft re-conveys charge bargain table with every real discharge and with every application upgrade Interim changes must be followed and connected in your frameworkSlide 41
Tax Treaty Information Tax Treaty and NRA data accessible on our site: http://www.ksu.edu/hr/infomgmt/treatysum.htm IRS Tax Treaty Information is rearranged to incorporate Income Codes 18 and 19, justSlide 42
Substantial Presence Test We utilize manual worksheet to catch SPT counts Enter information from worksheet in PS SPT board so information is promptly accessibleSlide 44
Substantial Presence Test Start Date = Arrival Date in USA Expiration Date = On-grounds Work Permit ExpiresSlide 45
Substantial Presence Test PS 7.51 necessities Arrival Date and Visa Issue Date on SPT board - perhaps there in PS 8Slide 46
PeopleSoft/Windstar Partnership: Background Partnership shaped in December 1999 Objective: To supplement PeopleSoft\'s non-inhabitant outsider tax collection handling abilities with the case-by-case charge settlement examination capacities in Windstar\'s Tax Navigator Windstar is building up a two-route interface between PeopleSoft Payroll and Windstar Tax NavigatorSlide 47
PeopleSoft/Windstar Partnership: Overview Windstar Tax Navigator PeopleSoft Payroll Captures movement history information Employee Data Captures worker information Tax Treaty Analysis Results Determines remote national\'s assessment residency and performs charge arrangement investigations Payroll Processing (counting Tax Calculations in view of Treaty Rules) Prepares withholding and duty arrangement exception frames Maintains Tax Balances (counting 1042) 1042 Tax Balances Produces 1042-S reports Produces 1042-S reportsSlide 48
PeopleSoft Non-Resident Alien TaxationSlide 49
PeopleSoft Non-Resident Alien TaxationSlide 50
Before they select, you should get them hereSlide 51
Before you pay them, you should know their expense statusSlide 52
Information Required Demographics Family Information Immigration History back to 1/1/1985 Prior Treaty UsageSlide 53
Before they enlist, you should get them here VisaManagerSlide 54
Before they enlist, you should get them here VisaManager Forms for F, M, J, Q, H, L, O Immigration Statuses Forms for progressing upkeep Full History Full Reporting FulfillmentSlide 55
Before you pay them, you should know their duty status International Tax NavigatorSlide 56
Before you pay them, you should know their expense status International Tax Navigator Performs Full Substantial Presence Test on any Immigration History Performs Treaty Analyses One at once Batch Looks forward or back Completes Forms for Withholding & ReportingSlide 57
The Flow VisaManagerSlide 58
The Flow VisaManager Transition DBSlide 59
The Flow VisaManager Transition DB International Tax NavigatorSlide 60
The Flow VisaManager Transition DB Two Ways, excessively International Tax NavigatorSlide 61
The Flow – Coming Soon International Tax Navigator VisaManager Transition DB What to Do PeopleSoft HR/Payroll Student System A.P.Slide 62
The Big Picture – Coming Soon New Hires International Tax Navigator VisaManager I9 SS5 W7 Transition DB Foreign National Information Form PDF Based FNIF Foreign National Information System Web Based FNIS PeopleSoft HR/Payroll Student System A.P.
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