Workday has been updated to improve how use tax is applied on applicable Expense Reports (ERs). Previously, there was no dedicated step within the Expense Report process to confirm that use tax was assessed when required.
With this update, Expense Reports that require use tax will now include an additional review step during processing. At this stage, either the Shared Environment (UWM) or Expense Specialist (UWA) role must review, confirm, and apply use tax as needed. This enhancement helps ensure greater compliance and consistency in Expense Report processing.
Users involved in Expense Report processing are encouraged to review the updated procedures and guidance related to use tax application in Workday.
Learn more:
Refer to the updated job aid:
How To Create Travel and Non-Travel Spend Authorizations and Expense Reports
→ See “How to Apply Use Tax to Expense Reports” (page 26)
Questions?
Contact Procurement Customer Service: pcshelp@uw.edu