Associate Retiree US Taxation for Pension and Annuity Payments

The card association record associates the Retiree Tax Withholding calculation card with a tax reporting unit.

Tax Withholding Card Association Hierarchy

The associated tax reporting unit is defined in the card association. The card association details records allows the Retiree US Taxation card component to be associated with the retiree’s payroll assignment.

The following sections describe how to provide valid file lines for these record types.

Card Association Attributes for Tax Withholding

The Card Association record type associates a Tax Withholding card with the employee’s tax reporting unit.

The Card Association record type uses these attributes:

HCM Data Loader Attribute	Alternative User Key Attributes	Functional Description
SourceSystemId	CardSequence, TaxReportingUnitName, LegislativeDataGroupName, AssignmentNumber, DirCardDefinitionName	A unique identifier for the Tax Withholdingfor Pension and Annuity Payments card association. For new card associations 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 definition.
DirCardId(SourceSystemId)	CardSequence, AssignmentNumber, DirCardDefinitionName, LegislativeDataGroupName	The parent Tax Withholding for Pension and Annuity Payments 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	AssignmentNumber	The start date of the card association or the update to the card association if you are providing date-effective history. This must be after or equal to the EffectiveStartDate provided for the Tax Withholding for Pension and Annuity Payments.
TaxReportingUnitName	N/A	The name of the tax reporting unit to associate with the Tax Withholding for Pension and Annuity Payments calculation card. If source keys are used to identify the card association, you must still specify the LegislativeDataGroupName attribute to identify the tax reporting unit.

Card Association Detail Attributes for Retiree US Taxation

The card association details record associates the US Taxation card component with the payroll assignments for the employee. If the employee has more than one payroll assignment provide a card association detail record for each payroll assignment.

The Card Association Detail record type uses these attributes:

HCM Data Loader Attribute	Alternative User Key Attributes	Functional Description
SourceSystemId	CardSequence, TaxReportingUnitName, LegislativeDataGroupName, AssignmentNumber, DirCardDefinitionName	A unique identifier for the card association detail record. For new card associations 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 definition.
DirRepCardId(SourceSystemId)	CardSequence, TaxReportingUnitName, LegislativeDataGroupName, AssignmentNumber, DirCardDefinitionName	The parent card association record should be identified by using the same key type supplied to against the card association. When using source keys, supply this attribute with the value supplied for the card’s association SourceSystemId attribute. Otherwise, supply the user key attributes with the same values as the parent card association.
EffectiveStartDate	AssignmentNumber	The effective start date of the card association.
EffectiveEndDate	N/A	The effective end date of the card association.
DirCardCompId(SourceSystemId)	CardSequence, ComponentSequence, AssignmentNumber, DirCardDefinitionName, LegislativeDataGroupName, DirCardCompDefName	Identify the Retiree US Taxation card component this association is for.
AssociationAssignmentId(SourceSystemId)	AssociationAssignmentNumber	Identify the employee’s assignment to associate with card component.