Define Legal Reporting Units for Mexico

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

To define an LRU for HCM, you must:

1. Create an LRU

2. Define the LRU registrations

3. Define the LRU HCM information

Before you begin

Before you create the LRU, you must:

• Define a Mexican legal entity to which this LRU belongs.

• Use the Legal Addresses task to define a legal address for the LRU you're about to create.

• Define the required jurisdictions for the LRU you're about to create.

Create a Legal Reporting Unit

To create an LRU:

1. In the Setup and Maintenance work area, go here:

   • 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.

2. Click the Select Scope link for the Define Legal Reporting Units for Human Capital Management task.

3. On the Select Scope window, select Legal Reporting Unit and select Create New in the Legal Reporting Unit field.

4. 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.

5. To create another LRU for this legal entity, click Create on the Legal Reporting Units page.

6. Complete the fields on the Legal Reporting Unit page, noting these aspects:

   • When you select a territory, the Jurisdiction field displays the identifying jurisdiction, such as Mexico Social Insurance. If you have defined additional jurisdictions, you can select one from the list.

   • Indicate if this is the main LRU for this legal entity.

7. Click Save and Close.

Define the Legal Reporting Unit Registrations

Set up registration information for a legal reporting unit (LRU) or a tax reporting unit (TRU) in the territory where it operates. The registrations defined at the LRU-level represent the accounts for remitting and reporting statutory deductions for social insurance. If the LRU 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:

1. Set the scope for this task as shown here:

   1. Click the Select Scope link for the Legal Reporting Unit Registrations task.

   2. On the Select Scope window, choose the 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.

2. Select Go to Task for the Legal Reporting Unit Registrations task.

3. Click Create.

4. Enter the required information on the Create Registration page, noting these aspects:

   • Select the Jurisdiction, for example Mexico Social Insurance.

   • Select the issuing Legal Authority. For the jurisdiction selected above, you must select Mexico Social Insurance Office.

   • The Registered Address field displays a list of all the predefined legal addresses. Select the appropriate address for the Mexico Social Insurance Office suitable for this LRU.

5. Enter the Legal Reporting Unit Registration Code. You must enter the social insurance number for the jurisdiction selected above.

6. Click Save and Close.

Define the Legal Reporting Unit HCM Information

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

1. Click the Select Scope link for the Legal Reporting Unit HCM Information task. Set the scope for this task as given in the previous task.

2. Select Go to Task for the Legal Reporting Unit HCM Information task.

3. On the Legal Reporting Unit HCM Information: Legal Reporting Unit Classification page, select the Tax Reporting Unit check box.

4. Select the Tax Reporting Unit (TRU) Details tab and complete the information for the TRU.

5. Select Mexico Tax Reporting Unit Details to enter the social security reporting waybill information.

6. Select Employer Location to enter the location information for the TRU.