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Administrator Guide
Last Updated: 2026-07-10
Create Codes for Quarterly Tax Reporting (USA)

Create Codes for Quarterly Tax Reporting (USA)

Configure the
Maintain Payroll Reporting Codes for Worker
 business process and security policy in the USA Payroll functional area.
You can create these payroll reporting codes to capture worker data for state and federal quarterly tax filing:
  • Alaska Geographic
  • Alaska Occupational
  • California Branch Code
  • Indiana Location Code
  • Indiana Occupational
  • Iowa Reporting Unit Number
  • Louisiana Occupational
  • Massachusetts Unit Number
  • Michigan Multi-Unit Number
  • Minnesota Unit Code
  • New Mexico Unit Number
  • North Carolina Occupational
  • South Carolina Occupational
  • Treasury Tipped Occupation Code
  • Washington Occupational
  • West Virginia Occupational
  1. Access the
    Maintain Payroll Reporting Codes
     task.
  2. Select the payroll reporting type that you want to define. 
    Examples:
    California Branch Code
     or
    Minnesota Unit Code
    .
  3. Enter a name and a code for each valid reporting code.
    Example: For the geographic
    California Branch Code
    , create a unique name and 3-digit code.
You can access the:
  • Payroll Reporting Codes
     report to view the codes, usage counts, and number of inactive codes.
  • Tax Filing Quarterly Data for Workers
     report and select the
    Include Reporting Codes
     check box to view codes with worker tax filing quarterly data.
  • View Payroll Reporting Codes for Worker
     report to view indicates whether a code is inactive.
You can’t delete codes with a usage count, but you can inactivate them by selecting the
Inactive
 check box on the
Maintain Payroll Reporting Codes
 task. Inactivating a code doesn't remove it from a worker.
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