Overview of US Reporting Information Cards

The Reporting Information card stores information that's required for the Quarterly and Year-end reporting. The card allows you to update information on an employee’s or retiree's record.

Reporting Information Card Component	Component Fields
Reporting Information (Federal)	Legal Representative Corporate Officer Eligible for Retirement Plan Reporting Location for Work-at-Home Employees Probationary Code Family member with majority interest Third-Party Interfaces ADP Special Processing ADP Special Sort Code
State Reporting Information	Alaska: Geographic Code Occupational Code California: Wage Plan Code Colorado: Seasonal Indicator Indiana: Seasonal Worker Taxation Location Maine: Seasonal Worker Wage Plan Code Missouri: Seasonal Worker New York: Part Year Resident North Carolina: Seasonal Worker Pennsylvania: Wage Plan Code Puerto Rico: Domestic Services Others Services rendered by a qualified physician under Act 14-2017 Vermont: Health care status
Regional Tax Information	Puerto Rico: W2 control number W2C control number
Retiree Reporting Information	Account Number Annuity Percentage FATCA Filing Requirement First Year of Designated Roth Contribution Taxable Amount Not Determined Total Distribution Total Distribution Percentage Traditional, Simplified Employee Pension (SEP), or Savings Incentive Match for Employees (SIMPLE) Individual Retirement Account (IRA)

Considerations and Prerequisites

For employee Reporting Information cards

The values entered on the Reporting Information Calculation Card are passed on the quarterly tax file and update the employee for year-end reporting. You need to create a Federal and Regional calculation component that includes the proper regional association for the state or territory that the person is employed and must set the appropriate fields for each.

For Retiree Reporting Information cards

A retiree’s tax card and TRU association has a one-to-one relationship with the Reporting Information card. For every tax card TRU association, there must be a corresponding Retiree Reporting Information component. When you create a TRU association on the tax card, the association process automatically creates a Reporting Information card with a Retiree Reporting Information component associated to the same TRU.

Reporting Information Card Record Types

The Reporting Information calculation card utilizes the following record types:

Component	Functional Description	File Discriminator
Calculation Card	Defines the calculation card type and the employee assignment that it captures information for.	CalculationCard
Card Component	Used to group and segregate data required by the calculation card. The following sections describe the card components applicable to this calculation card and the child records that are required for each card component.	CardComponent
Component Detail	Supply a component detail record for each flexfield context required by each card component.	ComponentDetail
Calculation Value Definition	Allows the creation of value definitions so that overriding values can be specified on the card component. Details of the specific value definitions are provided in the following sections.	CalculationValueDefinition
Enterable Calculation Value	Used to specify an overriding value for each calculation value definition.	EnterableCalculationValue
Card Association	Associates the calculation card with the Tax Reporting Unit the employee or retiree reports to.	CardAssociation
Card Association Detail		CardAssociationDetails

Reporting Information for Employees Card Hierarchy

The hierarchy of Calculation Card components applicable to employee Reporting Cards are described in this diagram:

Retiree Reporting Information Card Hierarchy

The hierarchy of Calculation Card components applicable to Retiree Reporting Cards are described in this diagram:

Refer to the help topics in this section for guidelines and examples of creating Reporting Information cards.