Oracle Fusion Payroll: Create a Personal Calculation Card (Tax Withholding)

 

Create a Personal Calculation Card (Tax Withholding)

Example: Creating a Tax Withholding card at the Payroll Relationship level

A Tax Withholding calculation card holds federal, state, and local tax information for an employee. It captures tax filing and withholding details used by payroll.

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1. Create the Calculation Card

1. Search for the employee.

2. Open the Calculation Cards task.

   • All existing calculation cards for the employee are listed.

3. Click Create.

4. Select Tax Withholding as the calculation card type.

5. Click Continue.

Note:
Under Calculation Card Overview, you can view the component groups associated with this card (e.g., Federal and Regional).

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2. Create Calculation Components

You must define the appropriate regional nodes (state → county → city) based on where the employee works.

Add States

1. In Calculation Card Overview, select Regional.

2. From Actions, select Create.

3. Choose the employee’s work state → OK.

Tip: If the new node doesn’t appear immediately, click Save and Close, then reopen the card.

Add Counties

4. Select the state node → Actions → Create.

5. Choose the appropriate work county.

Add Cities

6. Select the county node → Actions → Create.

7. Choose the appropriate work city.

Repeat steps for all states, counties, and cities where the employee works.

Click Save and Close when done.

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3. Define Federal and Regional Tax Information

For each component node (Federal, State, County, City):

1. Select the node, then choose Update.

2. Enter or edit values as required.

3. Click Save.

4. Move to the next node.

Note:
Component details vary. Some allow entering amounts, rates, or other values. If values can be entered, you will see Enterable Values on Calculation Cards.

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4. Create a Tax Reporting Unit (TRU) Association

A TRU association links a calculation card or component to the correct Tax Reporting Unit.
The hire process creates an association automatically if a TRU is provided during hiring.

Rules for TRU Association Behavior

• If you select a TRU during the transfer or payroll process → the system creates a new association if one does not exist.

• If you do not select a TRU:

  • One existing TRU → system uses it.

  • Multiple TRUs → system does not create an association.

  • No payroll info entered → no TRU association is created.

Steps to Create or Change TRU Associations

1. In Calculation Card Overview, select Associations.

2. Click Create from the Actions menu.

3. Select the TRU → OK.

4. Select the new association.

5. In Association Details, click Create.

6. Select the assignment number and calculation component → OK.

7. Click Save and Close.

Verify Auto-Populated Fields

After creating the TRU association, verify these fields on the Federal component:

• State for Unemployment Calculation

• State for Disability Calculation

• Primary Work Address

The system automatically defaults these values based on the TRU.

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5. Change the TRU for an Assignment (After Transfer)

When an employee transfers to a new legal employer or business unit, the TRU association might need updating.

Steps

1. In Associations, click Create Association.

2. Select the new TRU → Go.

3. Select the newly added TRU entry.

4. In Association Details, click Create Association Details.

5. Select the appropriate assignment number → Go.

6. Return to the card.

7. For the original TRU, select Edit Associations.

8. Click End Date to close the old association.