How to Identify Reporting Establishments for ACA Reporting

For the Human Resources or None extension, you perform your Affordable Care Act (ACA) reporting at the tax reporting unit (TRU) level, and you must have your employees associated with a reporting establishment.

To identify a legal reporting unit (LRU) as a reporting establishment:

  1. From My Client Groups, click Workforce Structures.

  2. In Organizations, click Manage Legal Reporting Unit HCM Information.

  3. In Manage Legal Reporting Unit HCM Information, enter the LRU name and click Search.

  4. Select the name in the search results, and click Manage Legal Reporting Unit Classification.

  5. Select Reporting Establishment.

  6. Click Next, and then review and submit.