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Administrator Guide
Last Updated: 2023-06-23
Copy Tax Elections for a Worker (USA)

Copy Tax Elections for a Worker (USA)

  • Security: Configure the
    Copy Tax Elections for Worker
     business process and security policy in the USA Payroll functional area.
  • The worker is transferring or has transferred to the new company.
  • Set up the tax authorities for the workers tax elections in Workday for the new or proposed company. If not set up, Workday doesn't copy the tax elections for that tax authority.
You can copy the tax elections for a worker from 1 company to another for events such as acquisitions. You can copy the elections from the predecessor to the successor company.
You can copy tax elections for a worker in single legal entity (SLE) company relationship. Tax elections need to be in the managing company.
  1. From the related actions menu of the worker, select
    Payroll
    Copy Tax Elections for Worker
    .
  2. If the worker works in more than 1 company, select the
    Source Company
    .
    Otherwise, Workday displays the company name.
  3. Select the
    Proposed Company
    , the company to which you want to copy the elections.
    Workday displays only companies relevant to the employee.
The copied elections use the same effective date as the existing tax elections in the source company.