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Administrator Guide
Last Updated: 2023-06-23
Create Tax Declaration Definitions

Create Tax Declaration Definitions

  • Create tax declaration components.
  • Security:
    Set Up: Tax
     domain in the Common Financial Management functional area.
You can configure a tax declaration definition to compile the data required by a tax form. You create a tax declaration definition using a combination of tax declaration components, then create a tax declaration using the definition.
You can't delete a tax declaration definition after you create a tax declaration from it. When you edit a tax declaration definition after you create a tax declaration from it, Workday reflects your changes when you:
  • Rerun a
    Draft
     tax declaration.
  • Amend or replace an
    Approved
     tax declaration.
  1. Access the
    Create Tax Declaration Definition
     task.
  2. As you complete the task, consider:
    Option Description
    Number of Intervals Prior
    Date Interval
    These fields apply only to
    Accumulation
    -type tax declaration components that use
    Prior Periods
     as the
    Tax Declaration Time Frame
    .
    Workday uses these fields to determine which transactions dated before the start of the tax declaration to include in the tax declaration.
    Enable E-File
    Select to:
    • Display the
      Tax E-File Template
       prompt.
    • Enable the
      Tax E-File Template Line
       column on the
      Definition Component Lines
       grid.
    Tax E-File Template
    Select
    UK VAT 100 Template
     to e-file a VAT return in the United Kingdom.
    Report Line Reference
    Enter a value to refer to box or line numbers on the tax form.
    Tax Declaration Component
    Select a tax declaration component to represent each box or line on the tax form.
    Tax E-File Template Line
    Map each
    Tax Declaration Component
     to a
    Tax E-File Template Line
    .
    E-File Disclosure
    Enter a message that users must acknowledge before they e-file a tax declaration.
    Enable XML Creation
    Select to:
    • Display the
      Integration System
       and
      VAT Return Year
       prompts.
    • Map
      Tax Declaration Definition Lines
       to integration system fields using the
      Tax Declaration Result Line Amount
       report field.
    • Enable the
      Create XML
       task on approved tax declaration runs created from this tax declaration definition.
    Integration System
    You can only select 1 integration system for each tax declaration definition.