Federal and Regional Taxes

You use the organization calculation cards to define federal and regional tax calculation rules at the payroll statutory unit (PSU) and legal reporting unit (LRU) levels.

Note:

For tax calculation purposes, you must designate your LRUs as tax reporting units (TRUs).

Info you set for a PSU applies to all TRUs attached to it. Info you set for a TRU overrides the info you set for its parent PSU.

You can set these values using the Legal Entity Calculation Cards task from your implementation project. With this task, you create or configure an organization calculation card for the PSU.

You can configure the options for these taxes.

At these levels	These are the available taxes
Federal	Federal income tax (FIT) Federal Unemployment Tax Act (FUTA) Medicare Social Security (SS)
State	State disability insurance (SDI) State family leave insurance (FLI) State income tax (SIT) State long term care (LTC) State medical leave insurance (MLI) State unemployment insurance (SUI)
Local	City taxes County taxes School district income tax

You can override these tax values at the TRU level using the Legal Reporting Unit Calculation Cards task. For further info, see Configure Organization Calculation Cards for the US in the Help Center.

Before you configure federal and regional taxes, must have defined and configured these components.

• Your US legislative data group (LDG)

• A legal address for the legal entity

• Any jurisdictions required for the legal entity

• All the appropriate PSU and TRU calculation cards