Create Codes for Quarterly Tax Reporting (USA)

Administrator Guide

Configure the Maintain Payroll Reporting Codes for Worker
business process and security policy in the USA Payroll functional area.

Workday delivers reporting codes for Washington and Wyoming. Create payroll reporting codes to capture worker data needed for quarterly tax filing in these states:

State	Type of Information Captured
Alaska	Geographic Code Occupational Code
California	Branch Code
Indiana	Location Code Occupational Code
Iowa	Reporting Unit Number Code
Louisiana	Occupational Code
Massachusetts	Unit Number
Michigan	Multi-Unit Number
Minnesota	Unit Code
New Mexico	Unit Number
North Carolina	Occupational Code
Oregon	Replacement Worker
South Carolina	Occupational Code
Washington	Occupational Code
West Virginia	Occupational Code

Access the

Maintain Payroll Reporting Codes

task.

Select the type of code that you want to define, such as California Branch Code
or Minnesota Unit Code
.

Enter a

Name

and

Code

for each valid reporting code.

Example: For the geographic California Branch Code
, you create one with a unique branch code name and a 3-digit code.

Assign tax reporting codes to workers. See Assign Codes for Quarterly Tax Reporting to Workers (USA).

Access the

Payroll Reporting Codes

report to view the codes, usage counts, and number of inactive codes.

You can’t delete codes that have a usage count. However, you can inactivate them by selecting the

Inactive

check box on the

Maintain Payroll Reporting Codes

task. The

View Payroll Reporting Codes for Worker

report indicates if a code is inactive. Inactivating a code doesn't remove it from a worker.

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