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Administrator Guide
Last Updated: 2023-06-23
Steps: Set Up SAF-T

Steps: Set Up SAF-T

  • Review setup considerations for Standard Audit Files for Tax (SAF-T).
  • In your company accounting details, enable automatic journal line numbering and disallow changes to operational transactions in closed periods.
You can:
  • Prepare data required to create SAF-T.
  • Extract tax-relevant data and create SAF-T.
  1. (Optional) Access the
    Assign Line Numbers to Previously Posted Journals
     task.
    Use when you have posted journals that don't have line numbers.
    Security:
    Process: Audits and Corrections
     domain in the Financial Accounting functional area.
  2. (Optional) For Norway, map ledger accounts to standard account IDs.
  3. Access the
    Set Up Tax Master Template
     task.
    Enable any additional fields required by your SAF-T schema.
    Security:
    Set Up: Tax
     domain in the Common Financial Management functional area.
  4. Access the
    Create Tax Master
     task.
    Workday generates tax master records then displays the
    Maintain Tax Master
     task. Enter values for any incomplete fields.
    Workday recommends that you complete this task each time you want to run your SAF-T integration to ensure that your tax master records are up to date.
    Security:
    Process: Tax Master
     domain in the Common Financial Management functional area.