Tax reporting parameters for legal entities are specified at the federal and state level. These parameters are configured in the Quarterly/Annual Reporting Parameters sub-tab in Org Setup > Org Payroll Setup > Legal Entity.
Before You Begin: Not all states require additional parameters. The Jurisdiction drop-down list includes only the states with options for additional filing requirements.
The following entries describe the options available depending on which option you select in the Jurisdiction drop-down list for an entry in the Quarterly/Annual Reporting Parameters sub-tab.
USA Federal
Kind of Employer
Drop-down list with options used for year-end reporting. Select an option in the drop-down list to represent the legal entity’s employer type:
- Federal Government if the legal entity is an entity of the US federal government
- None Apply if none of the employer type options apply
- State and Local Governmental Employer if the legal entity is part of state or local government
- State and Local Tax Exempt Employer if the legal entity a State or Local 501c organization
- Tax Exempt Employer if the legal entity is a non-governmental 501c organization
Employment Code
Drop-down list with options used for year-end reporting. Select an option to represent the legal entity’s employment code, as determined when the legal entity was registered:
- Agriculture – Form 943 if the legal entity operates in the agricultural industry
- Household – Schedule H if the legal entity operates in the household services industry
- Medicare Qualified Government Employment - Form 941 if the legal entity is a state or local government employer, and employs individuals whose services aren’t covered for Social Security, but who are required to pay the Medicare-only portion of the Federal Insurance Contributions Act tax (FICA)
- Military – Form 941 if the legal entity has registered its FEIN as military (Code M)
- Railroad – CT-1 if the legal entity will file the Employer's Annual Railroad Retirement Tax Return
- Regular – Form 941 if the legal entity submits form 941
- Regular – Form 944 if the legal entity has been notified in writing by the IRS that annual form 944 must be filed instead of form 941
Terminated Business
Used for year-end reporting. Select this checkbox if the business has been closed or terminated.
Retirement Plan Eligible
Drop-down list used for year-end reporting. Select Yes if the legal entity’s employees are eligible for a retirement plan, select No if they aren’t, or select [None] to have the application determine employees' availability based on their contributions to a deferred compensation plan within the tax year. This information populates the Box 13 – Retirement Plan checkbox on employees' W-2 forms.
Annual Tax Filing Other EIN
Field for the former FEIN of a legal entity if the legal entity reorganizes mid-year and uses a new FEIN number. This field populates the otherEIN field in the XML file.
For example, say a legal entity is reorganized in July: for the first six months of the year, the legal entity's FEIN was 41-1234567. Then, after reorganization, the legal entity's FEIN was changed to 41-9876543. This would result in all of the YTD being moved to the last six months and filed under the second FEIN (41-9876543). To ensure proper reporting, you would enter the FEIN for the first six months of the year in the Annual Tax Filing Other EIN field.
Account Number on 1099R
Contractor Tax Form Type
1099 Payer Phone Number
The payer's telephone number you want to include in the 1099-M, 1099-NEC, and 1099-R forms.
Alaska
Alaska Geo Area Code
Used for quarter-end reporting, record the appropriate two-digit numeric geographic code in this field; this is required for a legal entity if any of its employees' primary worksite is in Alaska during the quarter and is based on the address of employees' primary work locations.
If you are unsure of the correct geographic code, see the Alaska Occupational Coding Manual, which can be found at https://live.laborstats.alaska.gov/erg/codehelp.cfm.
By setting the code at the legal entity, you are defining a code that is applied, by default, to all of the legal entity's employees; this is appropriate if the legal entity only has one worksite in Alaska, or if the majority of employees primarily work at one worksite it is faster to set the code at the legal entity, as a default, and apply different geo area codes for specific employees to override this default, as necessary.
if the legal entity has several worksites in Alaska where its employees work, you need to specify the appropriate geo area code at the employee-level.
Maine
Seasonal Period Start
Used for quarter-end reporting, select a start date for the seasonal period in this field.
Seasonal Period End
Used for quarter-end reporting, select an end date for the seasonal period in this field.
Minnesota
Unit Number Reporting
Used for quarter-end reporting, set up if the legal entity has Unit Numbers for Sites (that is, the Worksite Number field is populated) and must report the Unit Number on the Quarterly Returns. Verify by going to Org Setup > Org Payroll Setup > Legal Entity, selecting the legal entity, clicking the Multiple Worksite Reporting sub-tab, and then, in the Worksites section, locate the Worksite Number for the entry or entries.
Montana
Reimbursable ER
Used for quarter-end reporting if you are a Montana SUI Reimbursable client. If you are a Montana Reimbursable client, go to Org Setup > Org Payroll Setup > Legal Entity, and in the Quarterly/Annual Reporting Parameters sub-tab, in the Jurisdiction drop-down list, select Montana, set a start date, and select the checkbox in the panel to the right to apply the Reimbursable ER parameter. This tax replaces Wages to the Limit with the value of Full Subject Wages in the quarterly filing for Montana.
This feature has been replaced by the Rpt Full Subject Wages tax setting in Org Setup > Org Payroll Setup > Legal Entities in the Tax Authorities tab, and should no longer be used.
New Mexico
Unit Number Reporting
Used for quarter-end reporting, set up if legal entity has Unit Numbers for Sites (that is, the Worksite Number field is populated) and must report the Unit Number on the Quarterly Returns. Verify by going to Org Setup > Org Payroll Setup > Legal Entity, selecting the legal entity, clicking the Multiple Worksite Reporting sub-tab, and then, in the Worksites section, locate the Worksite Number for the entry or entries.
New York
Dependent Medical Insurance
Used for quarter-end reporting, select this checkbox if the legal entity provides medical insurance for employees’ dependents.
Northern Mariana Islands
Box D - CNMI NAICS Employee class code
Used for the six-digit industry code of your business. For more information about the North American Industry Classification System (NAICS), go to https://www.census.gov/naics/.
Vermont
Health Care Coverage
Used for quarter-end reporting, select this checkbox if the legal entity offers employees healthcare coverage.
Wyoming
NAICS Employee class code
Used for quarter-end reporting, record the six-digit North American Industry Classification System code in this field. This code is assigned to the legal entity by the state of Wyoming, and is specific to the primary nature of the business.