Create a PSU or TRU Statutory Deductions Calculation Card

Organization calculation cards exist at both the payroll statutory unit (PSU) and tax reporting unit (TRU) levels.

Before you start

You create an organization calculation card at the payroll statutory unit (PSU) level so that the data you enter applies to all tax reporting units (TRU) attached to the PSU. You need to decide which type of calculation card to create at the organization level.

Fastpath:

My Enterprise->Setup and Maintenance->Workforce Deployment->Legal Entity Calculation Cards

My Enterprise->Setup and Maintenance->Workforce Deployment->Legal Reporting Unit Calculation Cards

Here's what to do

1. Start the calculation cards task for a PSU or a TRU using the navigation from your implementation project.
2. Create the calculation card.
3. Provide the effective date and select Organization Statutory Deductions and continue.
4. Select the Social Insurance component group to add PRSI default information.
5. Create a calculation component and component details for PRSI Information
6. In the PRSI Information component details, select the formula for Insurable Weeks you create earlier.

   Rule

   Description

   Insurable Weeks Formula

   You can define one or more formulas for the insurable weeks calculation method. When you create the formula, you must prefix the formula name with IWF to make it available in the list of values for selection in the list of values for this field. Using the formula, the application can automatically calculate this value by referencing time card entries. To apply the formula at the organization level, you need to select it here.

7. Select the Taxes component group to specify tax details.
8. Create a calculation component and component details for Tax Information
9. In the Tax Information component details, provide the values for fields as required.

   Rule	Description
   Disable automatic new starter creation	When a new starter is created, the Statutory Deductions calculation card is automatically created, along with the association to the TRU and assignment. At the organization-level, you can disable new starter creation, and this disables the automatic creation of the Statutory Deductions calculation card.
   Agent TAIN	Provide the 6-alphanumeric character tax adviser identification. This only applies where submission is filed by an agent on behalf of the organization.
   ROS Digital Certificate UCM Content ID	Add the UCM ID of the ROS Certificate
   ROS Digital Certificate UCM Authentication Value	Add the ROS Certificate password

10. Save and close the record.