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Administrator Guide
Last Updated: 2023-06-23
Steps: Reset Exempt Tax Elections (USA)

Steps: Reset Exempt Tax Elections (USA)

You can find workers who have expiring federal, state, or local exempt tax elections and then:
  • Notify them so they can create a new election for themselves.
  • Add a new tax withholding election for them.
Workday supports local exempt elections for:
  • Michigan
  • New York
  • Pennsylvania Local Service Tax (LST)
  1. Access the
    Expiring Exempt Tax Elections
     report.
    Find workers with expiring exempt elections.You:
    • Must select a
      Tax Authority Type
       to include local or state tax elections on the report.
    • Can select the
      Include Military Spouse Exempt Elections
       check box to display workers with an MSRR election.
    The
    Expiring Exempt Tax Elections
     report doesn't display workers who have:
    • An active federal tax levy or a Lock-in Letter.
    • Transferred out of the company.
    Security:
    Worker Data: Payroll (Company Specific) - USA
     domain in the USA Payroll functional area.
  2. Copy the
    Expiring Exempt Tax Elections
     report so you can configure an alert.
    See Copy Reports.
    Security:
    Custom/Standard Report Copy
     domain in the Tenant Non-Configurable functional area.
  3. Create an alert to notify workers who have expiring elections.
    See Configure and View Alerts.
    Security:
    Notification Alerts
     domain in the System functional area.
  4. Access the
    Add Workers US Tax Election for Expiring Exempt
     report.
    Add new elections for workers with expired exempt elections.You:
    • Must select a
      Tax Authority Type
       to include local or state tax elections on the report.
    • Can select the
      Include Military Spouse Exempt Elections
       check box to display workers with an MSRR election.
    Security:
    Worker Data: Payroll (Company Specific) - USA
     domain in the USA Payroll functional area.
  5. (Optional) Create an alert to notify workers that you added a new exempt election for them.
    See Configure and View Alerts.
Workers have new tax elections with default values based on the relevant tax authorities. The effective date for the created election is the date you submit the report.