Tax Reporting Units for US Territories

Don't assign both US and territorial workers to the same tax reporting unit (TRU). You must set up one or more TRUs for each territory. Each territorial TRU must be specific to a single US territory.

If you have retirees in US territories, you must assign them to a separate TRU from the regular employees.

For each territorial TRU, in addition to any other standard configuration, do the following.

1. Start the Legal Reporting Unit HCM Information task from your implementation project.

2. In Tax Reporting Unit, select Federal.

3. In Territory Rules, specify the following.

   Field name	What you enter
   Territory Identifier	Select your territory.

4. Under Tax Reporting Unit, click the appropriate territory's link.

5. In W-2 Reporting Rules Overrides, enter the following as needed.

   Field name	What you enter
   Confirmation Number	Puerto Rico only. Specifies the confirmation number to be printed on the employee's 499 R-2 (W-2PR). The Hacienda issues this number upon successful submission of the corrected electronic year-end file.
   Confirmation Number W2CPR	Puerto Rico only. Specifies the confirmation number to be printed on the employee's 499 R-2C (W-2CPR). The Hacienda issues this number upon successful submission of the corrected electronic year-end file.
   Control Number Begin Control Number End	Puerto Rico only. Sets the range of control numbers to be printed on the employees' 499 R-2s (W-2PRs). Don't use these fields if you use ADP. Note: There's no validation on these fields, so you must be careful when entering the range. Use the W-2 Register report to help you identify employees with missing control numbers.For further info, see W-2 Register in the Help Center. Use the Assign Control Number for Puerto Rico Employees flow to assign the numbers based on this range. For further info, see Assign Control Number for Puerto Rico Employees in the Help Center.
   Employer Phone Number	Puerto Rico only.
   Employer Email	Puerto Rico only.

6. Click Submit.