Identifying all the US employee-paid taxes in Workday

This is a tiny reminder for future me.

The way to identify all the employee-paid US tax deduction codes in Workday is to filter on Pay Component Groups = Statutory Taxes (EE) [USA].

If you happen to need a list of all the deduction codes, authorities, rates, etc. Then you'll have to follow a few steps:

Step 1: Run the All Deductions Report

Make a copy of the All Deductions delivered report.

Add a filter to only include Statutory Taxes (EE) [USA]

Groups >> Any in the Selection List  >> Value Specified in this Filter >> Statutory Taxes (EE) [USA]

Download the report.

Keep these fields:

1. Deduction
2. Workday Code

Delete duplicates.

Note: There may be some inactive ones to delete from the list.

Step 2. All Payroll Tax Authorities Report

Run the report All Payroll Tax Authorities to get a list of all the payroll tax authorities and their codes.

Download the report.

Keep these fields:

1. Tax Authority Type
2. State/Province
3. County
4. Tax Authority
5. Payslip Description
6. Payroll Authority Tax Code
7. Political Subdivision code

Step 3. Run the report All Payroll Tax Data (Max Start Date)

Run the report All Payroll Tax Data (Max Start Date)

For prompts, check the box and ctrl+a everything.

Download the report.

Delete all the columns after Tax. You don't need Start Date, Inactive, etc. for now.

Delete all the duplicate rows. (Only like 584 duplicates out of 13k+ rows)

Step 4. Lookup a bunch of stuff

Match Deduction Codes

The Tax column on the All Payroll Tax Data report matches the deduction name from the All Deductions report

XLOOKUP the deduction code from the All Deductions Report into the All Payroll Tax Data report.

This should get a majority of the taxes

Unmatched Deduction Codes

There will be a lot of unmatched deduction codes on the All Payroll Tax Data.

• Delete any with Employer Paid in the Tax name (~100 records).
• Delete any with (ER) in the Tax name (~100 records).

Single Unmatched Codes

For some reason, there are a few tax deductions where the codes aren't picked up by the All Deductions report. They can be found through the Integration IDs task and picking the option for Deductions (All).

Multiple Codes

Workday combined a bunch of taxes in the Tax column on the All Payroll Tax Data.

You have to filter down to those, and duplicate them, one for each of the taxes listed.

Ta Da!!!!!! It's Done! .-.and it should have been a whole lot easier._