Calculation Components and Component Groups on Calculation Cards for the US

When viewing a card through the Calculation Cards task, the Calculation Card Overview section shows a hierarchy of calculation components within component groups.

For example, on the Involuntary Deductions card, child support, education loan, and alimony are calculation components in the Involuntary Deduction component group.

Each component relates to an element, such as an income tax deduction. Adding a calculation component to the card creates an entry for the related element.

A calculation component could have one or more references that define its context, such as the employee's place of residence or tax filing status.

Click a row in Calculation Components to see its component details. Use Component Details to enter additional values used to calculate the component.

Here's a list of the types of cards, including a brief description of the calculation components and groups used with each.

This card

Uses these calculation components, groups, and details

Absences

Absence Entitlement Element: Details

These are the enterable calculation values Calculation Cards.

  • Entitlement Rate

  • Entitlement Factor

  • Entitlement Unit

Employee Earnings Distributions

Regional: Includes withholding info and overrides for state, city, and regional taxes

Tax Jurisdictions

  • Resident Tax Jurisdictions

    Includes worker's resident tax address and derived jurisdictions.

  • Regional Tax Info

    Includes worker’s primary work address, unemployment state, disability state, and so on.

  • Work Tax Jurisdiction

    Includes the worker’s assigned tax reporting unit (TRU), work tax address, and jurisdictions based on their assignments.

Tax Withholding

  • Federal

    Includes withholding info and overrides for federal taxes

    For example, if an employee qualifies for a special reduced tax rate, enter the rate as an enterable value on their tax card.

  • Regional

    Includes withholding info and overrides for state, city, and regional taxes

Retiree Withholding Certificate

  • Federal

    Includes withholding info and overrides for federal taxes

    For example, if a retiree qualifies for a special reduced tax rate, enter the rate as an enterable value on their personal calculation card.

  • Regional

    Includes withholding info and overrides for state, city, and regional taxes

Involuntary Deductions

Each component relates to an element, such as an income tax deduction. Adding a calculation component to the card creates an entry for the related element. The components shown on the card vary depending on which calculation components are added.

Here are some of the components you might see.

  • Child support

  • Education loan

  • Alimony

Reporting Information

  • Federal

    Includes withholding info and overrides for federal taxes

  • Regional

    Includes withholding info and overrides for state, city, and regional taxes

Retiree Reporting Information

  • Federal

    Includes withholding info and overrides for federal taxes

  • Regional

    Includes withholding info and overrides for state, city, and regional taxes

Time

  • Earnings (Time card) Element: Details

  • Time Unit is the enterable calculation value on Calculation Cards tab