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:

1. Click Associations.

2. Click Add.

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.	Click Associations. If this is the person's first association, click Add. In Assignment details, click Add. Select the assignment you're associating with the TRU. Click Submit.
Multiple assignments	If a person has multiple assignments, you can: Associate them with separate TRUs Associate them with the same TRU	Click Associations. Click Add. Select the assignment, Click Submit.

You can't change a TRU association once you have used it with a balance adjustment, payroll run, or QuickPay payroll action.

Note:

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.