Accessing Tax Documents in Workday

Modified on Sun, Mar 15 at 4:29 PM

Colleagues can access their tax documents in Workday.


You will first need to log into Workday. If this is your first time logging in, please reference the knowledge base article How to Login To Workday.


Once you are logged into Workday, you will navigate to the Benefits & Pay application by clicking the Personal category on your navigational panel on the left-hand side of the Workday homepage. 



You will select the Pay drop-down arrow and select Tax. The My Lesley Benefits & Pay Hub will populate the Payroll Hub - Worker Tax Information screen. 


Under All Tax Documents, you will see all tax documents available to you. The first table will display tax documents generated from Workday. The second table shows External Tax Documents uploaded to Workday such as your W-2 from ADP. You will be able to view and print your tax documents from either table. 



In the Payroll Hub - Worker Tax Information, you can perform other actions such as:

  • Edit your Tax Forms Printing Elections
  • Change both Federal and State Elections


For more information on how to change both Federal and State Elections, please reference the Change Tax Elections knowledge base article


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