How Calculation Cards Work Together for the US

Personal payroll calculation cards capture info specific to a payroll relationship. Payroll runs use this info to calculate earnings and deductions.

Some actions create these cards automatically, such as hiring a person or loading data. Otherwise, you create the card manually. You can also add components to cards and enter calculation values, which could override default values. Additionally, you can associate some cards with a tax reporting unit (TRU).

Consider the following when working with these cards.

  • What types of calculation cards are available

    For further info, see Types of Calculation Cards for the US in the Help Center.

  • How to create these cards

    For further info, see When Do I Manually Define Calculation Cards in the Help Center.

  • What calculation components can you add to them

    For further info, see Calculation Components and Component Groups on Calculation Cards for the US in the Help Center.

  • What calculation values can you add

  • How to associate TRUs with a card

    For further info, see Tax Reporting Unit Associations in the Help Center.

To view and manage calculation cards, use the Calculation Cards task.