1. Implementing Payroll for the United States
  2. Types of Calculation Cards for the US

Types of Calculation Cards for the US

The types of calculation cards you can create and the type of info captured on a card can vary, including:

  • Absences

  • Benefits and pensions

  • Employee earnings distributions

  • Involuntary deductions

  • Reporting info

  • Statutory deductions

  • Tax jurisdictions

  • Tax withholding

  • Time card entries

Additional cards are available to capture info for reporting purposes.

Card name

What it does

Absences

Identifies absence data and categories, such as:

  • Vacation

  • Maternity

  • Sickness

  • Other

It also tracks accrual balances, qualifications, or no entitlements.

For further info, see Absence Components for the US in the Help Center.

Benefits and Pensions

Identifies important info for some deferred compensation plans.

  • Contribution amounts

  • Limits

  • Payees

  • Additional contributions

For further info, see the following in the Help Center:

  • Benefits and Pensions Card for the US

  • Considerations When Setting Up 403 (b) and 457 (b) Deferred Compensation Plans

Employee Earnings Distributions

Identifies earnings distributions for employees who are working in multiple states, counties, and cities in a single assignment and default work location.

For further info, see Employee Earnings Distribution Overrides Card in the Help Center.

Involuntary Deductions

Identifies involuntary deductions for employees.

Each card can support multiple deduction types and configurations. One card per payroll relationship.

For further info, see Involuntary Deductions Card for the US in the Help Center.

Reporting Information

Stores info required for quarterly and year-end reporting.

For further info, see Reporting Information Calculation Card for the US in the Help Center.

Retiree Reporting Information

Stores info required for quarterly and year-end reporting for retirees.

Tax Jurisdictions

Identifies local tax jurisdictions applicable to the worker based on their residence and work addresses.

This card is the source-of-truth for the payroll calculation process when it comes to earnings distribution, determining the worker’s state of employment, and so on.

Tax Withholding

  • Employee Withholding Certificate

    Identifies employee and pending worker info for federal tax forms and regional forms, such as Form W-4.

    Pennsylvania employees also have the Residency Certificate added to their Tax Withholding card.

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

  • Tax Withholding for Pensions and Annuities

    Identifies retiree info for federal tax forms and regional forms, such as Form W-4P.

Time

Depending on how your configuration, time cards capture:

  • Hours and dates worked

  • Categories of time, such as regular time, overtime, absence, vacation, and holiday

  • Billable and nonbillable time

  • Project-related time

For further info, see Time Cards for the US in the Help Center.

Organization

Organization configuration cards at the following levels.

  • Legal Entity Calculation Card at the payroll statutory unit (PSU) level

  • Legal Reporting Unit Calculation Card at the TRU level

Use the Legal Entity Calculation Cards and Legal Reporting Unit Calculation Cards tasks to set the following.

  • State unemployment insurance (SUI) and state disability insurance (SDI) rates

  • Self-adjustment settings

  • Overrides to standard rates

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

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