6How do I configure regional tax info on the Reporting Information card?

You use the Regional Tax Information calculation component to capture reporting info for employees that apply to both their state and tax reporting unit (TRU). You must manually create this component before you can set any values.

This applies to these jurisdictions.

• New York

• Puerto Rico

To set these values:

1. Open the Reporting Information card for editing.

2. In Calculation Card Overview, click Regional.

3. In Calculation Components, click Create.

4. Select Regional Tax Information, the state, and the TRU. Click OK.

5. In Enterable Calculation Values on Calculation Cards, click Create.

6. Search for and select the calculation value you want to set.

7. Set the value, and click OK.

This section includes these values.

State	Field name	How you use it
New York	Part Year Resident	Use this field to identify if an employee is a part-year resident of New York City. Selecting Yes ensures the year-end archive process populates the actual wages earned in Box 18 on the person's W-2. Selecting No populates the wages from Box 1 on the W-2 in Box 18. Note: New York City requires wages for full-year residents to be reported as federal wages from Box 1 on the W-2. Part-year resident wages must be actual wages during the period they were residents of New York City.
Puerto Rico	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.
	Others	Populates the appropriate check box on the Form W-2PR. Select Yes if the employee received wages for any other service required by the Hacienda through regulations.
	Services rendered by a minister of a church or by 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 a minister of a church or by a member of a religious order.
	Services rendered by a 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 under 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 process doesn't override it. It's your responsibility to ensure the number you enter is valid and doesn't conflict with others. For further info, see Assign Control Number for Puerto Rico Employees in the Help Center.
	W-2cPR control number	Sets the W-2cPR control number for the person. Required for Puerto Rico year-end reporting.