Define Legal Reporting Units

This topic demonstrates how you can define and set up a legal reporting unit (LRU) for Canada.

To define an LRU for HCM, you must:

Create an LRU
Define the LRU registrations
Define the LRU HCM information

Before You Begin

Before you define an LRU, you must:

Define a Canadian legal entity to which this LRU belongs.
Use the Manage Legal Addresses task to define a legal address for the LRU you're about to define.
Define the required jurisdictions for the LRU you're about to define.

How to Create a Legal Reporting Unit

In the Setup and Maintenance work area, go to the following:
- Offering: Workforce Deployment
- Functional Area: Legal Structures
- Task: Define Legal Reporting Units for Human Capital Management
Expand the task to display a list of related tasks.
Click the Select Scope link for the Define Legal Reporting Units for Human Capital Management task.
On the Select Scope window, select the Manage Legal Reporting Unit and select Create New in the Legal Reporting Unit field.
Click Apply and Go to Task.

An LRU with the same name as the previously created legal entity is created by default. This LRU is designated as the main legal reporting unit for the legal entity.
To create a second legal reporting unit for this legal entity, click Create on the Manage Legal Reporting Units page.
Complete the fields on the Legal Reporting Unit page, noting the following:
- When you select a territory, the Jurisdiction field displays the identifying jurisdiction, such as Canada Federal Tax. If you have defined additional jurisdictions, you can select one from the list.
- Indicate whether this is the main legal reporting unit for this legal entity.
Click Save and Close.

How to Define Legal Reporting Unit Registrations

Set up registration information for an LRU or a tax reporting unit (TRU) in the territory where it operates. The application automatically creates the registration with the identifying jurisdiction you select when you create a legal entity. The registrations defined at the LRU-level represent the accounts for remitting and reporting statutory deductions and year-end reporting. If the legal entity interacts with other legal authorities, you must create additional registrations as appropriate.

Before you create the registrations for the legal reporting unit you have created, you must set the scope for the tasks related to the LRU.

Note: If the scope is already set for the task, the Scope column displays the LRU name.

To set the scope and define the LRU registration:

Set the scope for this task as follows:
1. Click the Select Scope link for the Manage Legal Reporting Unit Registrations task.
2. On the Select Scope window, select the Manage Legal Reporting Unit and select Select and Add in the Legal Reporting Unit field.
3. Click Apply and Go to Task.
4. On the Select and Add: Legal Reporting Unit page, search and select the legal reporting unit you have just created and click Save and Close.
The Scope column on the task list page should now display the selected LRU as the scope for those tasks related to the LRU.
Select Go to Task for the Manage Legal Reporting Unit Registrations task.
Click Create.
Enter the required information on the Create Registration page, noting the following:
- When you select a jurisdiction, the Territory field is populated automatically. For example, if you select Quebec Provincial Tax, the territory is shown as Quebec.
- The Issuing Legal Authority field displays a list of all legal authorities associated with the selected jurisdiction.
- The Registered Address field displays a list of all predefined legal addresses.
- Enter the Legal Entity Registration Number. For example, for the jurisdiction of Quebec Provincial Tax, enter the Quebec Identification Number assigned by Revenu Québec in the Legal Entity Registration Number field. An example of the format is 1234567890RS0001.
Click Save and Close.

How to Define Legal Reporting Unit HCM Information

To define HCM information for the legal reporting unit you have created:

Click the Select Scope link for the Manage Legal Reporting Unit HCM Information task. Set the scope for this task as given in the previous task.
Select Go to Task for the Manage Legal Reporting Unit HCM Information task.
On the Manage Legal Reporting Unit HCM Information: Legal Reporting Unit Classification page, select the Tax Reporting Unit check box.
Select the Tax Reporting Unit Details tab.
Select Edit-Update.
Select the Tax Reporting Unit Type and the Associated Legal Employer.

Note: Select the Associated Legal Employer, only if you have created additional TRUs other than the main TRU. You must associate a Legal Employer to each of the additional TRUs.
Select Federal Tax Reporting Unit Information. The application uses this data to generate the electronic file that's submitted to the government.
For both the T4 and T4A Interface Rules, indicate if the TRU is registered as a transmitter with the Canada Revenue Agency (CRA).

If the TRU is selected as the transmitter, enter the transmitter information.

Enter these details for defining transmitters for the T4 and T4A Interface Rules.

Field Name	Field Value
Transmitter TRU	Select Yes if the TRU is registered as a transmitter with the CRA.
Transmitter Name	Enter the name registered with the CRA. Note: This list contains transmitters that already exist. If the desired transmitter name isn't yet available for selection, you must first create the transmitter TRU. After it's saved, you can select that name here.
Transmitter Number	Enter the number assigned by the CRA to report the taxes and wages. The format is MMXXXXXX, where X is a number.
Transmitter Type	Select the associated transmitter type from the list.
Transmitter Contact Name	Enter the contact name of the transmitter.
Transmitter Contact Area Code	Enter the contact area code of the transmitter.
Transmitter Contact Phone Number	Enter the contact phone number of the transmitter. Enter only the numbers, without the dashes.
Transmitter Contact Extension Number	Enter the contact extension number of the transmitter.
Transmitter Contact Email	Enter the contact email of the transmitter.
Transmitter Secondary Contact Email	Enter the email for a secondary contact of the transmitter.
Language of Communication	Enter the language of communication of the transmitter.
Transmitter Country	Enter the country of the transmitter.
Transmitter Province	Enter the province of the transmitter.
Transmitter City	Enter the city of the transmitter.
Transmitter Address Line 1	Enter the address line 1 details of the transmitter.
Transmitter Address Line 2	Enter the address line 2 details of the transmitter.
Transmitter Postal Code	Enter the postal code of the transmitter.
Contact Name for this Return	Enter the contact name of the employer.
Contact Area Code	Enter the contact area code of the employer.
Contact Phone Number	Enter the contact phone number of the employer. Enter only the numbers, without spaces or dashes.
Contact Extension	Enter the contact extension number of the employer.
Proprietor 1 Social Insurance Number	Enter the Social Insurance Number of the proprietor of the business.
Proprietor 2 Social Insurance Number	Enter the Social Insurance Number of the second proprietor, if applicable.

Note: If this TRU isn't a transmitter, select No in the Transmitter TRU field. Attach this TRU to a transmitter by selecting the appropriate Transmitter Name. Enter the Transmitter Number, the Contact information, and the Proprietor Social Insurance Number details. You needn't enter the rest of the transmitter information for this TRU.

Similarly select Provincial Tax Reporting Unit Information. This data is used to generate the electronic file that's submitted to the Quebec government.
For the RL-1 and RL-2 Interface Rules, indicate if the TRU is registered as a transmitter with Revenu Québec.

If the TRU is selected as the transmitter, enter the transmitter information.

Enter these details for defining transmitters for RL-1 and RL-2 Rules.

Field Name	Field Value
Transmitter TRU	Select Yes if the TRU is registered as a transmitter with Revenu Québec.
Transmitter Name	Enter the name registered with Revenu Québec. Note: This list contains transmitters that already exist. If the desired transmitter name isn't yet available for selection, you must first create the transmitter TRU. After it's saved, you can select that name here.
Transmitter Number	Enter the number assigned by Revenu Québec to report the taxes and wages. The format is NPXXXXXX, where X is a number.
Transmitter Type	Select the associated transmitter type from the list.
Source of RL Slips Used	Select the source of the RL-1 or RL-2 slip used.
Computer Resource Person Name	Enter the contact name of the computer resource person.
Computer Resource Person Area Code	Enter the contact area code of the computer resource person.
Computer Resource Person Phone Number	Enter the contact phone number of the computer resource person. Enter only the numbers, without spaces or dashes.
Computer Resource Person Extension Number	Enter the contact extension number of the computer resource person.
Computer Resource Person Language	Select the language of communication of the computer resource person.
Accounting Resource Person Name	Enter the name of the accounting resource person.
Accounting Resource Person Area Code	Enter the area code of the accounting resource person.
Accounting Resource Person Phone Number	Enter the phone number of the accounting resource person. Enter only the numbers, without spaces or dashes.
Accounting Resource Person Extension Number	Enter the extension number of the accounting resource person.
Accounting Resource Person Language	Enter the language of communication of the accounting resource person.
Email of the Person Responsible for the File	Enter the contact email of the person responsible for the file.
Desired Language of Communication by Email	Enter the desired language of communication by email.
Transmitter Country	Enter the country of the transmitter.
Transmitter Province	Enter the province of the transmitter.
Transmitter City	Enter the city of the transmitter.
Transmitter Address Line 1	Enter the address line 1 details of the transmitter.
Transmitter Address Line 2	Enter the address line 2 details of the transmitter.
Transmitter Postal Code	Enter the postal code of the transmitter.
Starting RL Slip Number	Enter the starting RL slip number provided by Revenu Québec.
Ending RL Slip Number	Enter the ending RL slip number provided by Revenu Québec.

Note: If this TRU isn't a transmitter, select No in the Transmitter TRU field. Attach this TRU to a transmitter by selecting an appropriate Transmitter Name and enter the Transmitter Number. You need not enter the transmitter information for this TRU.

Click Submit, Yes, OK, and then click Done.