Required TRU Info for Third-Party Tax Reporting for the US
Your tax-filing supplier requires your extract to include tax reporting unit (TRU) info to help establish context for your payroll data.
For employees, each TRU is a separate company and assigned a client identifier by the third-party supplier. The extract output file can include multiple batches, each representing a TRU.
For retirees, each TRU within a given payroll statutory unit (PSU) represents one or more distribution codes. The third-party supplier assigns one client identifier per PSU. Use this client identifier for all TRUs within that PSU. The extract output file can include multiple batches, but a PSU represents each batch, not a TRU.
For periodic tax filing, ADP can't process retirees and employees in the same batch. You must submit their payroll data either in separate files or in separate batches in the same file, reporting by different TRUs.
For quarterly tax filing, employees and retirees can't be in the same file. For further info, see Oracle Cloud Human Capital Management for the United States: Payroll and HR Implementation and Use for Retirees (2461709.1) on My Oracle Support.
For further info, see Define Tax Reporting Units for the US in the Help Center.
What you need to configure |
How you do it |
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All TRUs |
For each TRU:
|
TRUs with no payroll data |
By default, the extract captures data for all TRUs, including those with no active payroll data for the year. Reporting these TRUs in the quarterly tax file might generate errors from ADP.
Note:
Excluded TRUs aren't reported on the audit report or output file. If you mark a TRU for exclusion, it won't be included on the monthly or quarterly tax file, even if it has payroll activity for the reporting period. |
TRUs for retirees |
A single periodic file can include tax info from both employee and retiree TRUs. However, they must be in separate batches. Note:
If your payroll includes retirees, you must perform special configuration for organizations. For further info, see Oracle Cloud Human Capital Management for the United States: Retiree Implementation and Use Guide (2461709.1) on My Oracle Support. |
TRUs for US territories |
For TRUs belonging to US territories, use Territory Identifier in the Territory Rules section. Leave this field blank for continental US TRUs. |
California employees |
If you have employees in California, provide your Wage Plan Code:
Reenter the value in Wage Plan Code at the Regional level. Entering a value at TRU level overrides the value for the PSU. You can override both on an individual employee's reporting card. For further info, see California Wage Plan Code in the Help Center. |
New Jersey employees |
If you have employees in New Jersey, provide your family leave insurance (FLI) plan and disability plan types. If you're opting for private plans, provide the plan numbers as well. Use the Legal Reporting Unit HCM Information task to enter these values at the Regional level. If you're using private plans, the plan numbers are displayed on the employee W-2. For further info, see the following in the Help Center.
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Combined-filer status for Pennsylvania |
If you're registered as a combined filer for Pennsylvania Act 32 taxes, provide your Tax Collection District (TCD) combined-filing proxy.
Enter the value in TCD Combined Proxy Filing for your Pennsylvania State Income Tax calculation component. If you're opting to become a combined filer after your initial implementation, set this field only after completing all your payroll runs for the current year. For new implementations, set this field before running your first payrolls. Note:
Pennsylvania Act 32 tax collectors require you have combined filing designation for a full calendar year to the same tax collector. Don't change this designation midyear, as it would cause the tax-filing extract to report multiple rows incorrectly on your tax files. After you set this value, the payroll process populates it in run results for the Tax Collection District Code on:
If you're not a combined filer, there's no configuration required. The payroll process populates the Tax Collection District Code in run results according to Pennsylvania Act 32 requirements. |