Overview of Legal Reporting Unit Configuration for the US

Use the Legal Reporting Units task in your implementation project to define and configure a legal reporting unit (LRU).

What you need to do	How you do it
Define the legal reporting unit	The first time you create a legal entity as a payroll statutory unit (PSU), the task creates the first LRU for you. If you want more LRUs for that PSU, use the Legal Reporting Units task in your implementation project. Use this task to also configure your LRU, such as to identify it as a tax reporting unit (TRU) or reporting establishment.
Define contacts for the LRU	Use the Legal Reporting Unit task to specify employer contact details at the LRU level.
Define the legal addresses	Use the Legal Addresses task
Specify registrations for the LRU	Use the Legal Reporting Unit Registrations task.
Set up the calculation card for the LRU	Use the Legal Reporting Unit Calculation Cards task.

For details on these steps, see the following sections.

Define the Legal Reporting Unit

Use the Legal Reporting Unit task in your implementation project to define and configure LRUs.

Note: When you define a legal entity as a payroll statutory unit (PSU), the task creates the first child LRU for you.It gives this LRU the same name as the legal entity.Unless you assign a new one, this is the main LRU for the legal entity.

To create the LRU:

1. Start the Legal Reporting Unit task.

2. Select the appropriate legal entity.

   Any LRU you define will belong to this legal entity.

3. Select Create in the Select Scope window, and click Apply and Go to Task.

4. Select Create from the Actions menu.

5. Define the values required for the LRU.

   This includes:

   • Identify the LRU as a TRU

   • Identify the LRU as a reporting establishment

   • Provide additional info required for year-end and quarterly tax filing

     Entry in these fields overrides any values you may have entered for the PSU.

   For further info, see the following in the Help Center.

   • Configure the Form W-2

   • Configure the US Territorial Year-End Tax Forms

   • Configure Tax Reporting Units for the US

   • Options for Identifying Legal Reporting Units as Reporting Establishments

6. Click Save and Close.

Define Contacts for the Legal Reporting Unit

Use the Legal Reporting Unit task to enter employer contact details at the LRU level. This info is required by these HR reports.

• EEO-1 reports

• VETS-4212 reports

• New Hire reports

Note: For retiree reporting, this content is for informational purposes only.

The HR reporting processes use these details from the TRU you associated with the legal employer. For further info, see the following in the Help Center.

• Equal Employment Opportunity Reporting

• New Hire State Report

• Veterans' Employment and Training Service Reporting

The contact details you provide need to include addresses, contact points, and roles.

To define contacts:

1. Start the Legal Reporting Unit task.

2. Search for and select the LRU you want to update.

3. In Contact Roles in the Contact Information region, specify the following.

   • Role of the employee contact

   • First and last names of the employee contact

   • Job title code of the employee contact

   • Date the employee became the contact

4. On the Contact Points tab, define the contact points.

   For example, to define the contact point type as Phone, provide the area code, phone, extension, and date from which the phone info is valid.

5. Create other contact points by specifying their details.

6. On the Contact Roles tab, select the Legal Role column, and choose a legal role.

Note: The HR report processes use the contact details for a person with the HR representative role. The payroll report processes use the Payroll Tax Representative or Payroll Representative roles.

Define the Legal Addresses

A legal address is the address of record for an entity. For example, the legal address of a legal authority is used in communications with that authority.

No legal addresses are predefined. Use the Legal Addresses task to specify the address of record for all organizational units of the enterprise.

To define legal addresses:

1. Start the Legal Addresses task from your implementation project.

2. Click Create.

3. Define your addresses as needed.

4. Click Save and Close.

Specify Registrations for the Legal Reporting Unit

When you create an LRU, the Legal Reporting Units task automatically creates a registration for the selected identifying jurisdiction. This task lists all registrations for an LRU.

Note: When creating registrations, make sure you capture the correct federal or state employer identification number (EIN) for federal and state registrations. Otherwise, your employee Form W-2 may be incomplete or incorrect.

To define an LRU registration:

1. Start the Legal Reporting Unit Registrations task.

2. Create registrations for the following jurisdictions, and populate their key fields.

   Jurisdiction	Field Name	Description
   United States Federal Tax	EIN or TIN	Employer's federal EIN. Required for the proper function of some payroll processes, such as Active Periodic Payroll Results.
   <state> Income Tax	Legal Reporting Unit Registration Number	Employer's state EIN.
   <state> Unemployment Insurance	Unit Registration Number	Employer's state unemployment account number.

3. Provide any other required registration details.

   You must capture the correct federal and state EIN for your federal and state registrations. If you do not, your employee Forms W-2 and retiree Forms 1099-R may be incomplete or incorrect.

   The jurisdiction determines the default Territory value.

   Issuing Legal Authority displays a list of all legal authorities associated with the selected jurisdiction. For further info, see Jurisdictions for the US in the Help Center.

   Registered Address displays a list of all predefined legal addresses.

4. If the LRU interacts with other legal authorities, create additional registrations as appropriate.

5. Click Save and Close.

Set Up the Calculation Card

To properly calculate tax withholding, the payroll processes require some additional tax info.

Tax info	Such as
Federal tax rules	Supplemental calculation method for federal income tax (FIT) Withholding rules for state income tax (SIT) Period-to-date calculation method for FIT Self-adjustment methods for federal unemployment tax (FUTA), Social Security, and Medicare
Federal tax overrides	Flat tax rate overrides for retirees
Regional tax rules	Supplemental calculation method for SIT Resident wage accumulation for SIT County and city tax withholding rules (courtesy tax withholding) Self-adjustment methods for state unemployment (SUI) and disability insurance (SDI) SUI and SDI employee and employer rates Pennsylvania residence tax info for out-of-state work locations California Voluntary Insurance Disability Plan (VPDI) implementation Washington state family leave insurance (FLI)

Use the Legal Reporting Unit Calculation Cards task to provide this info for your LRU cards. Entering this data for these cards overrides any data you specified on the PSU card.

For further info, see Configure Organization Calculation Cards for the US in the Help Center.