Tax Reporting Unit Associations
Associating a tax reporting unit (TRU) with a Tax Withholding Card enables the payroll process to apply rules and rates defined for the TRU when calculating taxes.
To add a TRU association to the card, click Create Association in the Associations region.
Associations determine:
-
Which rates and rules held at TRU level apply to the calculation of the components
-
How the calculations are aggregated for tax reporting
Here's how you configure TRU associations.
If you have |
What you can do |
How you do it |
---|---|---|
Multiple TRUs |
By default, the card associates all components with the same TRU, except when there are multiple assignments and multiple TRUs. Then you must select a TRU for each assignment. You can't associate the same assignment to multiple TRUs. |
|
Multiple assignments |
If a person has multiple assignments, you can:
|
|
You can't change a TRU association once you have used it with a balance adjustment, payroll run, or QuickPay payroll action.
When using the Employment task to define additional assignments for a person, you can change their primary assignment, but you can't associate it with a different TRU.