Configure Organization Calculation Cards

Organization calculation cards exist at both the payroll statutory unit (PSU) and tax reporting unit (TRU) levels. The info you store in them help the HR and payroll processes calculate various component groups, such as tax rates and overrides.

You use the Legal Entity Calculation Cards task to configure calculation cards at the PSU level. The data you enter applies to all TRUs attached to the PSU. You use the Legal Reporting Unit Calculation Cards task to configure calculation cards at the TRU level.

Note:

Settings at the TRU level override those at the PSU level. Settings on the employee Tax Withholding card override both.

Organization calculation cards capture:

• Tax rates for state unemployment insurance (SUI) and state disability insurance (SDI)

• Self-adjustment settings such as self-adjust, quarterly self-adjust, or no self-adjust

• Federal tax withholding rule

• State resident wage accumulation rule

• Overrides such as a supplemental earnings tax rates

There are multiple steps involved with defining organization calculation cards.

What you want to do	How you do it
Create the PSU card	Use the Legal Entity Calculation Cards task from your implementation project.
Create the TRU card	Use the Legal Reporting Unit Calculation Cards task from your implementation project.
Define federal tax rules	The US Oracle payroll tax engine (USOPTE) provides all statutory compliance for the payroll process. However, you can set various federal tax rules on the PSU cards. You set these on the Federal component groups.
Define regional tax rules	You can set various regional tax rules on the PSU cards, such as for state, county, and city. You set these on the Regional component groups.