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Administrator Guide
Last Updated: 2026-02-06
Set Up Company Tax ID (USA)

Set Up Company Tax ID (USA)

Security:
  • Set Up: Payroll - Company Specific (Accounting)
     domain in the Core Payroll functional area.
  • Set Up: Company General
     domain in the Common Financial Management functional area.
Record tax ID numbers for a company.
  1. Access the
    Edit Company Tax Details
     task.
  2. (Optional) On the
    VAT on Payment
     tab, for financial transactions, select
    VAT on Payment
     to record Value Added Tax (VAT) on payments instead of invoices.
    For financial transactions, if you use
    VAT on Payment
    , select the
    Default Tax Applicability
     and
    Default Tax Code
    .
  3. Complete the grid on the
    Tax IDs
     tab.
    Field
    Description
    Country for Tax ID Type
    The prompt displays only the countries with Workday-delivered tax ID types.
    Tax ID Type
    • Employer ID Number
       required for Workday Payroll
    • Sales/Use Tax
    • State Income Tax ID
    • Transmitter Control Code
       - 5-digit code required for filing information returns electronically.
    Identification #
    Enter the ID number for the selected tax ID type.
    You can add or change the ID (the Employer Identification Number, or EIN) using the
    Edit Company State and Local US Tax Reporting
     task. If you update the EIN, Workday displays a
    Box 15 – State – Employer's State ID Number (Previous)
     column on the
    View W-2C Form Data
     report. You can use that column to view the original EIN.
    Transaction Tax ID
    Select this check box to include this identification number on financial transactions, like customer invoices and purchase orders.
    If you don’t select
    Transaction Tax ID
     for any of the identification numbers you configure, financial transactions report the
    Primary Tax ID
    .
    Example: You configure 2 Tax IDs for your company. You select
    Transaction Tax ID
     for 1 of them. Workday includes that tax ID as the Transaction Tax ID on any invoices and purchase orders you generate for that company.
    Primary Tax ID
    Select to indicate this identification number as the Primary Tax ID for your business entity. If you didn’t select
    Transaction Tax ID
     for any of the identification numbers you configured, Workday finds and uses the Primary Tax ID.
    If you configured neither a Transaction Tax ID nor a Primary Tax ID for the business entity, financial transactions don't use tax ID, except for customer invoices where you selected
    Transaction Tax ID Required
    . You're unable to complete the customer invoice without configuring a Transaction Tax ID.
The Blake Company uses Workday Payroll for the U.S. to pay U.S. employees through their corporate office in the United States. Enter this tax ID information:
Country
Tax ID Type
Identification #
United States of America
Employer ID Number
98-7654321
United States of America
Transmitter Control Code
56565
Set up company federal taxes.