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

Copy Tax Elections for Multiple Workers (USA)

  • Configure the
    Copy Tax Elections for Workers
     business process and security policy in the USA Payroll functional area.
  • The workers are transferring or have 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. Access the
    Copy Tax Elections for Workers
     task.
  2. Select:
    • All Workers
      .
    • One or more
      Worker(s)
      .
  3. If the workers work in more than 1 company, select the
    Source Company
    .
    Otherwise, Workday displays the company name.
  4. Select the
    Proposed Company
    , the company to which you want to copy tax elections.
The copied elections use the same effective date as the existing tax elections in the source company.
The
Proposed Company missing Source Company's Payroll Tax Authorities
 field displays any tax authorities from the source company that Workday didn't find in the proposed company. You can manually copy these tax elections over.
(Optional) Access the
Mass Copy Tax Elections Audit
 report to review the tax elections you copied to the proposed company.