What Is the Reporting Information Card for the US?
The Reporting Information card provides additional info for person-level state and federal reporting for both employees and retirees. Most of these fields are for third-party quarterly tax filing.
Use the Calculation Entities task to update this card.
It includes these calculation components.
Calculation component |
What it's for |
---|---|
Reporting Information |
Sets values on the Federal component, including values for third-party reporting and federall configuration. For use with employees. You must manually create this component before you can set any values. |
Retiree Reporting Information |
Sets values on the Federal component. For use with retirees. Every retiree automatically gets this component. |
State Reporting Information |
Sets values on the Regional component that require both a state and tax reporting unit (TRU). |
Regional Tax Information |
Sets values on the Regional component that are state dependent but apply to all TRUs. You must manually create this component before you can set any values. |