Reporting Information Card for the US

Use the Reporting Information card to provide additional info for person-level state and federal reporting for both employees and retirees. You use majority of the fields for third-party quarterly tax filing.

Use the Calculation Cards task to update this card.

The card can include these calculation components.

Calculation component	What it's for
Reporting Information	Sets values at the federal level. For use with employees. You must manually create this component before you can set any values.
Retiree Reporting Information	Sets values at the federal level. For use with retirees. Every retiree automatically gets this component.
State Tax Information	Sets values that require both a state and tax reporting unit (TRU).
State Reporting Information	Sets values that are state dependent but apply to all TRUs. You must manually create this component before you can set any values.

How You Use the Reporting Information Component

You can add the Reporting Information calculation component to the Federal component group.

Use this calculation component to include reporting info for employees. You must manually create this component before you can set any values.

When you add the component to the Federal node, it creates two entries for you in Calculation Component Details.

Third-Party Interfaces
Reporting Information

Configure Your Third-Party Interfaces

When you add the Reporting Information calculation component to the Federal node, the card automatically gets a component detail section called Third-Party Interfaces.

To set these values:

Open the Reporting Information card for editing.
In Calculation Card Overview, click Federal.
In Calculation Components, click Reporting Information.

Add it if it doesn't already exist.
1. In Calculation Components, click Create.
2. Select Reporting Information, and click OK.
In Calculation Component Details, expand Third-Party Interfaces.

This sections includes these fields.

Field name	How you use it
ADP Special Processing Required	Indicate whether you're excluding the employee's year-end forms from main population printing. The default is No.
ADP Special Sort Code	Provide additional data for sort options G and E in the ADP client maintenance system.

For further info, see Oracle Cloud Human Capital Management for the United States: Payroll Third-Party Tax Filing Interface (1594079.1) on My Oracle Support.

Configure Your Federal Reporting Info

When you add the Reporting Information calculation component to the Federal node, the card automatically gets a component detail section called Reporting Information.

To set these values:

Open the Reporting Information card for editing.
In Calculation Card Overview, click Federal.
In Calculation Components, click Reporting Information.

Add it if it doesn't already exist.
1. In Calculation Components, click Create.
2. Select Reporting Information, and click OK.
In Calculation Component Details, expand Third-Party Interfaces.

This section includes these fields.

Field name	How you use it
Legal Representative	Identify this person as a legal representative of the company.
Corporate Officer	Identify this person as a corporate officer or their relationship with a corporate officer. As this is required by multiple states, specify it at the federal level. Note: Most states require Yes or No values for this field; however, Washington DC allows others. If you select a value other than Yes or No for any state other than Washington DC, processes like the Third-Party Tax Filing Interface interpret the value as No.
Eligible for Retirement Plan	Employee eligibility for employer-sponsored retirement plans is based on a combination of: Amounts fed to specific balances Kinds of retirement plans in which the employees are participating In some cases, you must manually select this value to Yes to ensure proper reporting on Form W-2. An employee is automatically marked as eligible for the retirement plan on Box 13 of their W-2 when any of the following balances has a value greater than $0. W2 401k W2 403b W2 408k W2 501c W2 Pension Plan W2 Roth 401k W2 Roth 403b For further info, see Make Employees Eligible for Retirement Plans in the Help Center.
Reporting Location for Work-At-Home Employees	Select from a list of locations that have already been defined for work-at-home employees. Leave blank if the employee isn't work-at-home. Used for multiple worksite reporting.
Family Member with Majority Interest	Designate if the employee or a family member owns majority interest of this business.
Probationary Code	Identify employees hired on a trial basis.

How You Use the Retiree Reporting Information Component

You use this calculation component to include reporting info for retirees. The card creates this component automatically when you onboard the retiree.

This Federal calculation component detail includes these values for Form 1099-R.

To set these values:

Open the Reporting Information card for editing.
In Calculation Card Overview, click Federal.
In Calculation Components, click Retiree Reporting Information.

Add it if it doesn't already exist.
1. In Calculation Components, click Create.
2. Select Retiree Reporting Information, and click OK.
In Calculation Component Details, expand Retiree Reporting Information.

Field name	How you use it
Account Number	Form 1099-R account, policy, or other identifying number.
Annuity Percentage	Annuity percentage as displayed in the % value of Box 8.
FATCA Filing Requirement	Identifies the payer is satisfying their Chapter 4 account reporting requirement.
First Year of Designated Roth Contribution	The year of the first Roth contribution, as displayed on Box 11.
Taxable Amount Not Determined	Identifies that the payer was unable to determine the taxable amount as displayed in Box 2b.
Total Distribution	Identifies a total distribution that closes out the retiree's account as displayed in Box 2b.
Total Distribution Percentage	When a total distribution is made to multiple people, identifies this person's percentage, as displayed in Box 9a.
Traditional, SEP, or SIMPLE IRA	Identifies the person is receiving a traditional IRA, SEP, or SIMPLE distribution.
Distribution date for 6050Y death benefits	Identifies the date that these types of benefits were paid.

How You Use the State Reporting Information Component

You can add the State Reporting Information calculation component to the Regional component group.

Use this calculation component to include state-specific reporting info for employees. You must manually create this component before you can set any values.

You have to add a component for each state where the person works.

To set these values:

Open the Reporting Information card for editing.
In Calculation Card Overview, click Regional.
In Calculation Components, click State Tax Information.

Add it if it doesn't already exist.
1. In Calculation Components, click Create.
2. Select State Reporting Information.
3. Select the state, and click OK.
In Calculation Component Details, click Add Row.
Select the state's calculation component, and click OK.

This section includes these values.

State	Field name	How you use it
Alaska	Geographic Code	Two-digit code that identifies the employee's primary place of work.
Alaska	Occupational Code	Identifies the employee's occupation category. Note: For further info, see the Alaska Department of Labor and Workforce Development website. Search for the Alaska Occupation and Geographic Coding Resources page.
California	Wage Plan Code	Used to override the value specified at the payroll statutory unit (PSU) and TRU levels. For further info, see the California Employment Development Department website. Search for the Electronic Filing Guide for the Quarterly Wage and Withholding Program. Choices include: State Unemployment Insurance only SDI without unemployment insurance Voluntary disability insurance No voluntary, SUI insurance, or disability SUI and SDI State Unemployment Insurance with religious exemption Voluntary disability insurance and SUI
Maine	Seasonal Worker	Identifies the person as a seasonal worker.
Missouri	Seasonal Worker	Identifies the person as a seasonal worker.
North Carolina	Seasonal Worker	Identifies the person as a seasonal worker.
Vermont	Health Care Status	Designates if the employee is considered covered or not covered. Used in the calculation of Vermont health care deduction reporting.

How You Use the State Tax Information Component

You can add the State Tax Information calculation component to the Regional component group.

Use this calculation component to include reporting info for employees that apply to both their state and TRU. You must manually create this component before you can set any values.

You have to add a component for each state where the person works.

To set these values:

Open the Reporting Information card for editing.
In Calculation Card Overview, click Regional.
In Calculation Components, click State Tax Information.

Add it if it doesn't already exist.
1. In Calculation Components, click Create.
2. Select State Tax Information.
3. Select the state and TRU, and click OK.
Click Enterable Calculation Values on Calculation Cards.
Click Create.
In Display Name, select the regional value you're setting.
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.