Guidelines for Loading Regional Tax Information Card Components for US Employees
The Puerto Rico control numbers are recorded in the Regional Tax Information card component, within the Reporting Information card.
Regional Tax Information Card Component Hierarchy
The Regional Tax Information card component has two value definitions to record the Puerto Rico control numbers. The following sections describe how to supply valid file lines for these record types.
Card Component Attributes for Regional Tax Information
| HCM Data Loader Attribute | Alternative User Key Attributes | Functional Description |
|---|---|---|
| SourceSystemId | CardSequence, ComponentSequence, AssignmentNumber, DirCardDefinitionName, LegislativeDataGroupName, DirCardCompDefName | A unique identifier for the Regional Tax Information card component. For new card components supply the source key attributes. You can also identify card components with the user key attributes. |
| SourceSystemOwner | N/A | The name of the source system owner used to generate the source system ID. |
| LegislativeDataGroupName | N/A | The name of the legislative data group for the card component definition. |
| DirCardId(SourceSystemId) | CardSequence, AssignmentNumber, DirCardDefinitionName, LegislativeDataGroupName | The parent Reporting Information calculation card should be identified by using the same key type used to identify the calculation card. When using source keys, supply this attribute with the value supplied for the calculation card’s SourceSystemId attribute. Otherwise, supply the user key attributes with the same values as the parent calculation card. |
| EffectiveStartDate | N/A | The start date of the Regional Tax Information card component. This must be after or same as the EffectiveStartDate on the Reporting Information calculation card. |
| EffectiveEndDate | N/A |
The end date is optional for the card component The component definition name. Provide the name of the component as generated by the element template. |
| DirCardCompDefName | N/A | The component definition name. Provide the name of the component as generated by the element template |
| ComponentSequence | N/A | The number to uniquely identify this card component when multiple card components with the same DirCardCompDefName exist. Not required when source keys are used. |
| Context1 | N/A | The geocode that identifies the Puerto Rico state, specify ‘72’. |
| Context2 | N/A |
The surrogate ID of the tax reporting unit. Refer to the Cloud Customer Connect topic Template: BI Publisher Report: Tax Reporting Units by Legislation. |
These attributes are supplied against the CardComponent file discriminator and must be supplied along with a CalculationCard record for the parent Reporting Information card.
Puerto Rico Control Number Value Definitions
- W2C control number
- W2 control number
Calculation Value Definition Attributes for Regional Tax Information
The Calculation Value Definition record type specifies the name of the value definition you are supplying an override value for.
| HCM Data Loader Attribute | Alternative User Key Attributes | Functional Description |
|---|---|---|
| SourceSystemId | CardSequence, ComponentSequence, AssignmentNumber, DirCardDefinitionName, LegislativeDataGroupName, DirCardCompDefName | A unique identifier for the calculation value definition record. For new records supply the source key attributes. You can also identify calculation value definition records with the user key attributes. |
| SourceSystemOwner | N/A | The name of the source system owner used to generate the source system ID. |
| LegislativeDataGroupName | N/A | The name of the legislative data group for the card component definition. |
| SourceId(SourceSystemId) | CardSequence, ComponentSequence, AssignmentNumber, DirCardDefinitionName, LegislativeDataGroupName, DirCardCompDefName | The parent Regional Tax Information card component should be referenced by using the same key type used to identify the card component. When using source keys, supply this attribute with the value supplied for the card component’s SourceSystemId attribute. Otherwise, supply the user key attributes with the same values as the parent card component. |
| EffectiveStartDate | N/A | The start date of the parent Regional Tax Information card component or the date the calculation value definition starts, if later. |
| DirCardCompDefName | N/A | The definition name of the parent Regional Tax Information card component. |
| ValueDefinitionName | N/A | The name of the value being overridden. The list of value definitions applicable to this card component are listed above. |
| Context1 | N/A | The geocode that identifies the Puerto Rico state, specify ‘72’. |
These attributes are supplied against the CalculationValueDefinition file discriminator and must be supplied along with a CardComponent record for the parent Regional Tax Information card component and a CalculationCard record for the owning Reporting Information card.
Enterable Calculation Value Attributes for Regional Tax Information
The Enterable Calculation Value provides the override value for the value definition. It references the Calculation Value Definition record which defines the Value Definition being overridden.
| HCM Data Loader Attribute | Alternative User Key Attributes | Functional Description |
|---|---|---|
| SourceSystemId | CardSequence, ComponentSequence, AssignmentNumber, DirCardDefinitionName, LegislativeDataGroupName, DirCardCompDefName | A unique identifier for the enterable calculation value record. For new records supply the source key attributes. You can also identify calculation value definition records with the user key attributes. |
| SourceSystemOwner | N/A | The name of the source system owner used to generate the source system ID. |
| LegislativeDataGroupName | N/A | The name of the legislative data group for the override value. |
| ValueDefnIdSourceSystemId) | CardSequence, ComponentSequence, AssignmentNumber, DirCardDefinitionName, LegislativeDataGroupName, DirCardCompDefName, ValueDefinitionName | Identify the parent Calculation Value Definition record using the same key type used to identify the calculation value definition. When using source keys, supply this attribute with the value supplied for the calculation value definition’s SourceSystemId attribute. Otherwise, supply the user key attributes with the same values as the parent record. |
| EffectiveStartDate | N/A | The effective start date of the parent calculation value definition record, or the update to the override value if supplying date-effective history. |
| EffectiveEndDate | N/A | The optional end date of the override value, or if you are providing date-effective history, the last day of the date-effective changes. |
| Value1 | N/A | The value for the value definition identified by the parent calculation value definition record. |
These attributes are supplied against the EnterableValueDefinition file discriminator. You must supply an EnterableValueDefinition record for each CalculationValueDefinition record supplied.