Creating U.S. tax reporting groups

A tax reporting group consists of process levels grouped together for federal tax reporting. If your company has more than one tax reporting ID, you can group all process levels that share the same ID into a tax reporting group.

Before you define tax reporting groups, you must define the head process level as independent on Process Level (HR01.1) in the Human Resources application. For more information, see the Infor Human Resources User Guide.

Define U.S. tax reporting groups

  1. Access Head Process Level (PR09.1).
  2. Select the process level you want to use as the head process level for this tax reporting group in the Head Process Level field.
  3. Select the process levels you want to assign to the head process level in the Process Level fields.

Related reports and inquiries

To Use
List tax reporting groups Tax Reporting Groups Listing (PR209)
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