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Administrator Guide
Last Updated: 2024-09-20
Create Tax Declaration Definitions

Create Tax Declaration Definitions

  • Create tax declaration components.
  • Security:
    Set Up: Tax
     domain in the Common Financial Management functional area.
You can configure a tax declaration definition to compile the data required by a tax form. You create a tax declaration definition using a combination of tax declaration components, then create a tax declaration using the definition.
You can't delete a tax declaration definition after you create a tax declaration from it. When you edit a tax declaration definition after you create a tax declaration from it, Workday reflects your changes when you:
  • Rerun a
    Draft
     tax declaration.
  • Amend or replace an
    Approved
     tax declaration.
  1. Access the
    Create Tax Declaration Definition
     task.
  2. As you complete the task, consider:
    Option Description
    Number of Intervals Prior
    Date Interval
    These fields apply only to
    Accumulation
    -type tax declaration components that use
    Prior Periods
     as the
    Tax Declaration Time Frame
    .
    Workday uses these fields to determine which transactions dated before the start of the tax declaration to include in the tax declaration.
    Enable E-File
    Select to enable VAT e-filing for the United Kingdom.
    When you select this check box, Workday:
    • Displays the
      Tax E-File Template
       prompt.
    • Enables the
      Tax E-File Template Line
       column on the
      Definition Component Lines
       grid.
    Tax E-File Template
    Select
    UK VAT 100 Template
     to e-file a VAT return in the United Kingdom.
    Report Line Reference
    Enter a value to refer to box or line numbers on the tax form.
    Tax Declaration Component
    Select a
    Tax Declaration Component
     to represent each box or line on the tax form.
    Tax E-File Template Line
    Map each tax declaration component to a
    Tax E-File Template Line
    .
    E-File Disclosure
    Enter a message that users must acknowledge before they e-file a tax declaration.
    Enable XML Creation
    Select to enable ELSTER XML VAT returns for Germany.
    When you select this check box, Workday:
    • Displays the
      Integration System
       and
      VAT Return Year
       prompts.
    • Enables you to map tax declaration definition lines to integration system fields using the
      Tax Declaration Result Line Amount
       report field.
    After you create and approve a tax declaration using this tax declaration definition, you can generate the XML file by accessing the
    Create XML File
     task from the related actions menu of the tax declaration.
    Integration System
    Select the integration system you configured to submit ELSTER VAT returns for Germany.