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 Associations.
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

What you can enter here varies by state.

By default, the card associates all components with the same TRU, but you can associate individual components with different TRUs. If a person has multiple assignments, you can associate specific assignments with calculation components.

Some payroll actions automatically establish TRU associations, such as adding assignments, hiring, and employee transfers.

If you select a TRU during the process, it creates the association if one doesn't exist.
If you don't select a TRU, and a single TRU association exists on the card, the process uses that association.
If you don't select a TRU, and multiple TRU associations exist, the process doesn't establish any association for the assignment.
If you don't provide any payroll info at all, the process doesn't create the TRU association.

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.

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.