Update HCM Info for a Legal Reporting Unit

To update the HCM info for a legal reporting unit:

1. On the Legal Reporting Unit HCM Information search page, search for the legal reporting unit that you want to update.
2. Click the name link to open the legal reporting unit page, and click Update.

   You’re now taken to the Edit Legal Reporting Unit HCM Information guided process, where you can enter the data for the LRU.

3. In the Info to include step of the guided process, select the Reporting establishment details step if required. Click Continue.

   If the LRU is both a TRU and RE, then the Tax reporting unit details step is included as a required step. The Reporting establishment details step is an optional step that you can choose to add if required.

4. In the When and why step, set an Effective Start Date and select an Action Reason. Click Continue.
5. In the Tax reporting unit details step, let’s say you add a Tax Reporting Unit type. Click Submit.

6. In the Reporting establishment details step, make any changes as required and click Submit.

7. To view the updated record, click the first link in the History section (Changes) of the first record.

   You can see the updates: Action Reason added as Reorganization, the tax reporting unit type, and the legal employer.