How to Set Up US Territories

If you're supporting employees in US territories, such as Puerto Rico and Guam, you must perform additional configuration in these areas.

• Legal Addresses

  For further info, see Legal Addresses for US Territories in the Help Center.

• Legal Reporting Units (LRUs)

  For further info, see Legal Reporting Units for US Territories in the Help Center.

• Tax Reporting Units (TRUs)

  For further info, see Tax Reporting Units for US Territories in the Help Center.

• Organization Calculation Cards

  For further info, see Organization Calculation Cards for US Territories in the Help Center.

• Tax Withholding Cards for Guam

  For further info, see Tax Withholding Card for Guam in the Help Center.

• Deduction Elements for Puerto Rico

  For further info, see Deduction Elements for Puerto Rico in the Help Center.

• Year-End Reporting

  Before you can perform your year-end processing, ensure you have configured your organizations, and balances to process the year-end tax data and generate the year-end forms.

  This includes:

  • Document delivery preferences

  • Employee configuration

  • Form W-2PR box balance feeds

  • Form W-2PR box configuration, including the W-2PR control number

  • Third-party tax filing configuration

  For further info, see Administering Payroll for United States End-of-Year Processing in the Help Center.