Concept: Year-End Tax Reporting (USA)

The Payroll Year-End Dashboard provides easy access to year-end tasks, estimates, statistics, and the status of year-end forms.

You can process year-end tax reporting as part of the year-end business process or independently. You can only launch the configurable year-end business process from the Payroll Year-End Dashboard.

Workday uses the last created tax data set when running some year-end tasks and reports. This tax data set might not reflect the current data.

Example: You run the

Create W-2 Data

task on January 5 and run an on-demand payroll on January 6. If you run the

W-2 Preview

report on January 10, the preview reports the data you created on January 5. It doesn't include the January 6 on-demand payment. However, if you select January 6 as the

Completed Moment

, the preview report returns data up to that date.

You can specify the

Completed Moment

on these tasks and reports:

Company W-2 Audit
Company W-2C Audit
Company US Territory Year End Form Audit
Company US Territory Year End Form Corrections Audit
View W-2 Errors
View US Territory Year End Form Errors
W-2 Preview
W-2C Preview
Create W-2 Data
Create W-2C Data
Create US Territory Year End Form Data
Create US Territory Year End Form Correction Data