What Is the Reporting Information Card for the US?

The Reporting Information card provides additional info for person-level state and federal reporting for both employees and retirees. Most of these fields are for third-party quarterly tax filing.

Use the Calculation Entities task to update this card.

It includes these calculation components.

Calculation component

What it's for

Reporting Information

Sets values on the Federal component, including values for third-party reporting and federall configuration.

For use with employees. You must manually create this component before you can set any values.

Retiree Reporting Information

Sets values on the Federal component.

For use with retirees. Every retiree automatically gets this component.

State Reporting Information

Sets values on the Regional component that require both a state and tax reporting unit (TRU).

Regional Tax Information

Sets values on the Regional component that are state dependent but apply to all TRUs.

You must manually create this component before you can set any values.