Modify the Classification for a Legal Reporting Unit

You may want to change the classification types after you have classified an LRU as a TRU or RE or both.

After an LRU has been defined as a TRU or RE, when you click the name link for the LRU on the LRU search page, it will always take you to the view page for the LRU.

To modify the classification types that you’ve already defined for an LRU:

1. Go to My Client Groups > Show More.
2. In the Workforce Structures area, click Legal Reporting Unit HCM Information.
3. On the Legal Reporting Unit HCM Information search page, search for a legal reporting unit by name or registration number.
4. Select the corresponding LRU row on the search page and click the Manage Legal Reporting Unit Classification button.

   The Manage Legal Reporting Unit Classification panel drawer opens on the side of the page. You can modify the classification here.

5. Select or clear each of the Tax Reporting Unit and Reporting Establishment checkboxes as required, and click OK.

   You will be taken to the Edit Details guided process.

6. Complete the steps for the guided process as described in the Classify a Legal Reporting Unit topic of this playbook.