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Administrator Guide
Last Updated: 2024-09-20
Concept: Retro Tax Authority Change (CAN)

Concept: Retro Tax Authority Change (CAN)

Workday processes these Retro Tax Authority Change events for Payroll for Canada:
  • Change Job
  • Edit Position
  • Move Worker
  • Work Contact Change
To benefit from a Retro Tax Authority Change event for Payroll for Canada, select the
Enable Retro Processing in Primary Pay Group
 check box on the
Edit Tenant Setup - Payroll
 task.

What Workday Processes

When you run and complete payroll for the current period and a worker has a Retro Tax Authority Change event, Workday processes the event in the current pay period and under the current tax authority. This enables you to run payroll without manual calculations and pay input.
Workday calculates taxes using the worker's primary pay group and reconciles any differences with the primary pay group's current tax authority.
You can view retro calculations in the
Processed Retro Entries
tab of the
View Payroll Retro Worker Result
 report.

Example

Tiffany works in British Columbia. You've completed payroll for these periods:
  • Period 1:
    08/05/24 - 08/16/24
  • Period 2:
    08/19/24 - 08/30/24
Tiffany changed jobs in pay period 1 and now works in Quebec. In the current pay period, Period 3:
09/02/24 - 09/13/24
, you process the retro tax authority change when you run the current pay calculation.
  1. In the
    Run Pay Calculation task
    :
    • Enter the current period.
    • Enter the current pay group.
    • Select
      Smart Calculation Based on Events
      Job Change
      .
  2. Run and complete the retro pay calculation.
  3. Run the current period pay calculation (period 3) to pick up the retro results.
When you complete payroll for the current period:
  • The taxes from the retro tax authority change calculate in the current period.
  • Change Job displays in Processed Retro Events for Tiffany.
  • Period 1 displays a retro result.