How to Configure a Personal Calculation Card

This example demonstrates how to configure a calculation card at the payroll relationship level. The calculation card captures information for an income tax deduction that varies depending on a person's tax filing status.

Prerequisite

1. Ensure that your legislation supports an income tax deduction.

   If it does, the necessary calculation card definition and calculation components are predefined.

Configure the Calculation Card

1. In the Payroll section, select Calculation Cards.

2. Enter and search for the person's name and legislative data group in the Search section.

3. Click the person's name in the Search Results to open the Person Details page. Any available calculation cards appear in the Search Results.

4. Click Create to open the Create Calculation Card window.

5. In the Name field, select Statutory Deductions as the calculation card type.

6. Click Continue to display the Calculation Cards page.

   Note: Use the Calculation Card Overview pane to view the component groups associated with this calculation card. In this example, you should see a Taxes component group. A calculation card may contain multiple component groups.

Configure Calculation Components

1. In the Calculation Card Overview pane, click the Taxes node.

2. In the Calculation Component section, click Add Row to open the Create Calculation Component window.

   Note: You may see a country-specific template instead of the Calculation Component and Component Details sections.

3. In the Calculation Component field, select Income Tax.

4. Click OK.

Configure Calculation Component Details

1. In the Calculation Component Details section, click Create.

2. In the Calculation Component Details field, select Income Tax Details.

3. Click OK.

4. Complete the fields displayed in the Component Details section. For this example, select the person's tax filing status in the Tax Code field.

   Note: Component details vary for each calculation component. For some components, you can also enter amounts, rates, or other values. If you can enter values, the Enterable Values on Calculation Cards tab appears. For this example, no values can be entered.

Define an Association

Associations link a calculation card or component with a tax reporting unit.

1. In the Calculation Card Overview pane, click the Associations node.

2. Click Create.

3. Select your legislative data group and click OK.

   Since you didn't select a calculation component, the tax reporting unit is associated with all components on the card.

4. Select the new association in the Associations section, click Create in the Association Details section.

5. Select the calculation component you just configured, click OK.

6. Click Save and Close.