What’s New
Adding Use Tax to Card Verifications now requires an additional visual confirmation step. Users must visually confirm that the Tax Code is added by Workday to the Transaction Details, before submitting or approving verifications. When the Tax Code (under Transaction Details) is filled in, Use Tax will apply even if the Tax Amount under the Default Tax Code is blank/$0.00.
How to Apply Use Tax
If Use Tax needs to be added, complete the Default Tax Option AND the Default Tax Code (city the item shipped to) before entering any information in the Transaction Details section. Doing this step first will allow Use Tax to be automatically calculated after a taxable Spend Category is added.
Before submitting the transaction, check the Transaction Details section to make sure Use Tax is being applied. In most cases, Workday will automatically fill in the Tax Recoverability and Tax Option fields. Even if the Tax Amount does not update right away under the Amount section, seeing those two fields filled in means the Use Tax will apply once you submit. If the Tax Recoverability and Tax Option fields are blank, you will need to manually enter the tax Code so that it matches the Default Tax Code.
Note: If the city is not listed in the Default Tax Code/Tax Code section, leave that field empty. After the verification is fully approved, submit a "Use Tax Correction – Assessment/Reversal Form" found at Request Forms - UW Connect Finance Portal.
Resources
Review updated job aid How to Manage ProCard in Workday.
For any questions, email Card Services at procard@uw.edu.