How to Configure the Reporting Information Card for Puerto Rico Year-End

The Puerto Rico W-2PR requires special info for its year-end reporting. To set these values:

1. Open the person's Reporting Information card for editing.

2. Click the Regional component group.

3. Select PR.

   Add it if it doesn't exist.

4. Click the Regional Tax Information calculation component.

   Add it if it doesn't exist.

5. Click Enterable Calculation Values on Calculation Cards.

6. Search for and select the following display values. Set the appropriate values for each.

   Display value	What it does
   Agricultural work	Populates the appropriate check box on the Form W-2PR. Select Yes if the employee received wages for services in agricultural.
   Any other service required by the Department through regulations	If you select the value corresponding to Any other service required by the Department through regulations for Others, enter a description of the work the employee performed here. Leave empty for any other value. Note: ADP doesn't support this field.
   Direct employment	Designates if the payments are for services by a direct employee.
   Direct employment EIN	Enter your employer identification number (EIN) if: Your business has a tax exemption decree according to the Economic Incentives for the Development of Puerto Rico Act. You have leased or been assigned one or more employees.
   Direct employment hours worked	Total hours worked for the year by the direct employee.
   Domestic services	Populates the appropriate check box on the Form W-2PR. Select Yes if the employee received wages for domestic services in a private home, local college club, or local chapter of a college fraternity.
   Health professionals under CC 20-01	Populates the appropriate check box on the Form W-2PR. Select Yes if the employee received wages for services by health professionals according to CC 20-01.
   Minister of a church or a member of a religious order	Populates the appropriate check box on the Form W-2PR. Select Yes if the employee received wages for services by: Minister of a church Member of a religious order
   Others	Designates the type of other wages the employee received. This can be a value from 1 to 9. For info on the meaning of these values, refer to the W-2PR instructions provided by the Hacienda. These values can change yearly. Note: If you select the value corresponding to Any other service required by the Department through regulations, you must also provide a description in the value definition for Any other service required by the Department through regulations.
   Qualified physician under Act 14-2017	Populates the appropriate check box on the Form W-2PR. Select Yes if the employee received services rendered by a qualified physician according to Act 14-2017.
   W-2PR control number	Sets the W-2PR control number for the person. Required for Puerto Rico year-end reporting. Note: If you enter a value here, the Assign Control Number for Puerto Rico Employees flow doesn't override it. It's your responsibility to ensure the number you enter is valid and doesn't conflict with others.
   W-2cPR control number	Sets the W-2cPR control number for the person. Required for Puerto Rico year-end reporting.