Create Codes for Quarterly Tax Reporting (USA)

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

Workday delivers payroll reporting codes for Washington and Wyoming. You can create payroll reporting codes to capture worker data 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
Ohio	RITA Working from Home Indicator
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. Examples: California Branch Code
or Minnesota Unit Code
.

Enter a

Name

and

Code

for each valid reporting code.

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

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

You can access the:

Payroll Reporting Codes

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

Tax Filing Quarterly Data for Workers

report and select the

Include Reporting Codes

check box to viewcodes withworker tax filing quarterly data.

You can’t delete codes with a usage count, but you can inactivate them on the

Maintain Payroll Reporting Codes

task. The

View Payroll Reporting Codes for Worker

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

Edit Business Processes