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Administrator Guide
Last Updated: 2023-06-23
Identify Corporate Officers for Quarterly Tax Filing Integrations (USA)

Identify Corporate Officers for Quarterly Tax Filing Integrations (USA)

Configure the
Edit Other IDs
 business process and security policy in the Personal Data functional area.
You can create a custom ID type to identify workers as corporate officers, enabling you to comply with quarterly tax filing requirements. (Doesn't apply to District of Columbia, New Mexico, Washington, and Wyoming.)
To identify workers in District of Columbia, New Mexico, Washington, and Wyoming as corporate officers, assign payroll reporting codes instead. See
Assign Codes for Quarterly Tax Reporting to Workers (USA)
.
  2. Access the
    Maintain Custom ID Types
     task.
    1. Enter a name in the
      Custom ID Type
       field.
      Example:
      Corporate Officer (Enter Yes or No as the Identification #)
      .
    2. Select the
      Public
       check box.
    Security:
    Set Up: Contact Info, IDs, and Personal Data
     domain in the Contact Information functional area.
  3. Access the
    Edit Other IDs
     task.
    As you complete the task, consider:
    Option Description
    Other ID Type
    Select the type you created on the
    Maintain Custom ID Types
     task. Example:
    Corporate Officer (Enter Yes or No as the Identification #)
    .
    Organization
    Select the worker's company. Example:
    Global Modern Services
    .
    Custom Description
    Enter an explanation. Example:
    I'm marking the Identification # as "Yes" to indicate that the worker is a corporate officer
    .
    Identification #
    Enter
    Yes
     or
    No
    .
Workday will report corporate officers in the
ADP
,
MasterTax
, and
Ceridian
 quarterly tax filing integrations.