Tax Reporting Units for the US

Tax reporting units (TRUs) represent a legal entity for tax and social insurance reporting.

• You can assign a TRU to a worker using the Payroll region on the New Hire flow.

• You can associate a TRU with an assignment on the worker's Tax Withholding card.

Tax Reporting Across Multiple Assignments

The calculation card uses TRUs to group the assignments of a worker for tax and social insurance reporting, called TRU associations.

For example, your organization operates several car dealerships in the US. You have a single legal entity responsible for employing and paying workers across all their dealerships. Your employee works part-time at two showrooms. They have two assignments to capture info for each role, such as showroom location and line manager details.

You associate both of this person's assignments to the same TRU. Therefore, when you process your weekly payroll, the payroll process consolidates their earnings from both the assignments for tax and social insurance purposes.

Some payroll actions automatically establish TRU associations. This includes actions like adding assignments, hiring, and employee transfers.

• If you select a TRU during the process, it creates the association if one doesn't exist.

• If you don't select a TRU, and a single TRU association exists on the card, the process uses that association.

• If you don't select a TRU, and multiple TRU associations exist, the process doesn't establish any association for the assignment.

• If you don't provide any payroll info at all, the process doesn't create the TRU association.