Before You Begin: You must add the role feature Org Setup > Org Setup > Org Payroll Setup > Legal Entity > Legal Entity Property Bag and the role feature Application Container > People > Employee Profile > Payroll > Tax Definitions > United States > Reporting Parameters to perform quarterly reporting setup.
In addition to payroll and quarterly tax data, a legal entity might need to report several other tax parameters, depending on a variety of factors, including the states the legal entity operates in, its industry, and the reporting requirements set by federal and state tax authorities. For example:
- Federally, the government might require a legal entity to report the kind of employer they are or their employment code.
- Some states might require reporting of parameters that relate to providing healthcare coverage, medical coverage, and so forth.
Legal Entity Parameters
There are two types of legal entity parameters:
- Parameters that apply by default to the employees in the legal entity. See US Legal Entity Specific Tax Reporting Parameters.
- Parameters that apply to the legal entity itself. See US Employee-Specific Tax Reporting Parameters.
Reporting parameters set at the legal entity level can be overridden for specific employees in the People feature. Some employee-specific tax reporting parameters might need to be reported, such as recording which employees are corporate officers or seasonal employment codes. See US Employee-Specific Tax Reporting Parameters.
Earnings Parameters
There are also parameters that can be set on the different earning definitions under which employees' wages are paid. There are some states that certain special wages need to be reported if a legal entity pays employees in those states.
Note: If the earning definitions configured in the application all use existing system default codes selected from the Tax & Compliance field on their Details tab, then these parameters have already been set and no further set up is required.
Dayforce includes the values of the legal entity and employee parameters that are effective the last day of the quarter in the quarter end file that is sent to DTS. Any changes to these parameters must be made so that their effective date range covers the last day of the appropriate quarter to ensure that those values are included with the quarterly reporting.