How to Default Tax Reporting Unit based on Legal Employer Selected in Redwood Pages? — Cloud Customer Connect
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How to Default Tax Reporting Unit based on Legal Employer Selected in Redwood Pages?

edited Jul 25, 2025 4:26PM in Human Capital Management 1 comment

Summary:

Hi, Customer Connect Community! I wonder if anyone has had success with this in Redwood / VBS.

I am trying to default the Tax Reporting Unit field value to be set based on what the user chooses as the "Legal Employer" on the Add Pending Worker Redwood page.

I created a new IF/Else Form Rule with the below conditions, but the field value is not defaulting.

  • if Legal Employer (Component Context) equals "MyCo. Legal Employer" or
    LegalEmployerName equals "MyCo. Legal Employer"
  • In Regions and Fields for this rule, I have the Payroll Details Section "Tax Reporting Unit" defaulted to "MyCo. Name"
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