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Administrator Guide
Last Updated: 2023-06-23
Create Tax Declarations

Create Tax Declarations

  • Create a tax declaration definition.
  • Security:
    Reports: Create Tax Declaration
     domain in the Common Financial Management functional area.
You can create a tax declaration to extract tax information for a specific period from your accounts to report to the tax authority.
You can't edit tax declarations, but from the related actions menu you can:
  • Cancel or rerun
    Draft
     tax declarations.
  • Amend or replace
    Approved
     tax declarations.
  • Delete
    Canceled
     tax declarations.
An amendment only includes transactions that weren't part of the original tax declaration. A replacement includes all transactions.
After you create a tax declaration, you can't change ad hoc payments that you included on the declaration. To change those payments, cancel the tax declaration while it's in
Draft
 status and then delete it.
  1. Access the
    Create Tax Declaration Run
     task.
  2. As you complete the task, consider:
    Option Description
    Tax Grouping
    When you select a Value Added Tax (VAT) or Goods and Services Tax (GST) group, Workday:
    • Compares the date range of the tax declaration with any effective dates on the VAT or GST group.
    • Includes transactions from any company that was part of the group during the date range.
    When a company wasn't in the group for the full date range, Workday only includes transactions from dates on which it was part of the group.
    You must have access to all companies within the VAT group.
    Primary Company
    Displays when you select:
    • A VAT or GST group in the
      Tax Grouping
       prompt.
    • An e-filing enabled tax declaration definition.
    • An XML enabled tax declaration definition.
    You can select a different primary company from the one assigned on the VAT or GST group.
    Report by Ledger Currency
    Select to accumulate transactions by base currency. Otherwise, Workday accumulates transactions by tax currency.
  3. (Optional) Drill down on the
    Tax Declaration
     on the
    Tax Declaration Result
     tab to ensure it's correct.
  4. (Optional) If you configured the
    Tax Declaration Event
     business process, select
    Tax Declaration
    Send for Approval
     from the related actions menu of the tax declaration.