Override Tax Calculation Rules for Your Organizations for the US

To override a value or rule associated with an organization calculation card:

  • Use the Legal Entity Calculation Cards task from your implementation project. You set overrides for federal and regional taxes at the payroll statutory unit (PSU) level.

    For further info, see Configure Organization Calculation Cards for the US in the Help Center.

  • To set these overrides at the tax reporting unit (TRU) level, use the Legal Reporting Unit Calculation Cards task from your implementation project. Any settings you make on the TRU organization card override the settings on the PSU organization card.

  • To make changes to an individual employee's Tax Withholding card, use the Calculation Cards task. These settings override those on the organization cards.

    You can override the following on a person's card.

    Override method

    What it does

    Regular Amount

    Uses a set amount, such as $100.

    Regular Rate

    Uses a regular rate indicated as a percentage.

    Supplemental Rate

    Uses a supplemental rate for supplemental wages indicated as a percentage.

    Supplemental Amount

    Uses a set amount for supplemental wages, such as $100.

    For further info, see Tax Withholding Card in the Help Center.