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Administrator Guide
Last Updated: 2026-09-18
Maintain Receivables Write-Off Reasons

Maintain Receivables Write-Off Reasons

Security:
Set Up: Customer Accounts
 domain in the Customer Accounts functional area.
You can add, edit, and inactivate write-off reasons for Customer Accounts on the
Maintain Receivables Reasons
 report. You can then select these reasons when you write off customer invoices.
Workday no longer supports creating write-off reasons for Customer Accounts on the
Maintain Receivable Writeoff Reasons
 task.
When you opt in to tax recovery on invoice write-offs, you can also configure tax recovery settings for each write-off reason.
  1. Access the
    Maintain Receivables Reasons
     report.
  2. Select the
    Write-Off
     reason type section.
  3. Click
    Edit Reason Usage
    .
  4. Complete the task:
    Option Description
    Reason Name
    Use a unique name for each write-off reason.
    Inactive
    Select to inactivate the code.
    Tax Recovery on Write-Off
    This field is only available when you opt in to
    Enable Tax Recovery on Invoice Write-Offs
     on the
    Edit Tenant Setup - Financials
     task.
    • ~Countries~
      : Select the countries that the tax applies to. When you don't select a country for a write-off reason, Workday doesn't record tax recoverability for that country.
    • Tax Recoverability %
      : The percentage of the original transaction tax amount that you can reclaim. Enter a number greater than 0 and no more than 100.
    • Tax Applicability Override
      : (Optional) Select a tax applicable to the write-off reason that will override the existing tax applicability on the customer invoice.
  5. Click
    OK
     and
    Done
    .
You can:
  • Select active write-off reasons when processing customer invoice write-offs.
  • Automatically apply tax recovery settings to invoice write-offs for the specified countries.