---
availability: INSTALLABLE
description: A plugin that allows you to view your tax elections in Workday.
installation_asset_uuid: 15156ef9-62fb-413f-a19d-3c926d1f1f0f
name: View Tax Elections
purple_chat_link: https://marketplace.moveworks.com/purple-chat?conversation=%7B%22startTimestamp%22%3A%2211%3A43%2BAM%22%2C%22messages%22%3A%5B%7B%22role%22%3A%22user%22%2C%22parts%22%3A%5B%7B%22richText%22%3A%22%3Cp%3EI+want+to+view+my+tax+elections.%3Cbr%3E%3C%2Fp%3E%22%7D%5D%7D%2C%7B%22role%22%3A%22assistant%22%2C%22parts%22%3A%5B%7B%22richText%22%3A%22%3Cp%3EI%27ll+retrieve+your+tax+elections+from+Workday.%3Cbr%3E%3C%2Fp%3E%22%7D%5D%7D%2C%7B%22role%22%3A%22assistant%22%2C%22parts%22%3A%5B%7B%22reasoningSteps%22%3A%5B%7B%22status%22%3A%22success%22%2C%22richText%22%3A%22Fetching+tax+elections+from+Workday%22%7D%5D%7D%2C%7B%22richText%22%3A%22%3Cp%3EHere+are+your+current+tax+elections%3A%3Cbr%3E%3C%2Fp%3E%22%7D%2C%7B%22richText%22%3A%22%3Cb%3EFederal+Tax+Election%3C%2Fb%3E%3Cbr%3E%3Cb%3EStatus%3A+%3C%2Fb%3E+Married%3Cbr%3E%3Cb%3EAllowances%3A+%3C%2Fb%3E+2%3Cbr%3E%3Cb%3EAdditional+withholding%3A+%3C%2Fb%3E+%24100%3Cbr%3E%22%7D%2C%7B%22richText%22%3A%22%3Cb%3EState+Tax+Election%3C%2Fb%3E%3Cbr%3E%3Cb%3EState%3A+%3C%2Fb%3E+California%3Cbr%3E%3Cb%3EStatus%3A+%3C%2Fb%3E+Single%3Cbr%3E%3Cb%3EAllowances%3A+%3C%2Fb%3E+1%3Cbr%3E%3Cb%3EAdditional+withholding%3A+%3C%2Fb%3E+%2450%3Cbr%3E%22%7D%5D%7D%5D%7D
solution_tags:
- HR - Other
systems:
- workday
---
# **Introduction :**
The **“View Tax Elections”** plugin allows employees to easily check their current tax elections in Workday, ensuring they stay informed about their payroll and tax preferences. Accessible through the Moveworks AI Assistant, this plugin removes the hassle of navigating multiple menus in Workday, making it quicker and simpler to review tax details.
This guide will walk you through installing and configuring the plugin in **Agent Studio** in just a few minutes. Let’s get started!
# Prerequisites :
- Access to Agent Studio
# What are we building?
## **Agent Design**
This [purple chat](https://developer.moveworks.com/creator-studio/developer-tools/purple-chat?conversation=%7B%22startTimestamp%22%3A%2211%3A43%2BAM%22%2C%22messages%22%3A%5B%7B%22role%22%3A%22user%22%2C%22parts%22%3A%5B%7B%22richText%22%3A%22%3Cp%3EI+want+to+view+my+tax+elections.%3Cbr%3E%3C%2Fp%3E%22%7D%5D%7D%2C%7B%22role%22%3A%22assistant%22%2C%22parts%22%3A%5B%7B%22richText%22%3A%22%3Cp%3EI%27ll+retrieve+your+tax+elections+from+Workday.%3Cbr%3E%3C%2Fp%3E%22%7D%5D%7D%2C%7B%22role%22%3A%22assistant%22%2C%22parts%22%3A%5B%7B%22reasoningSteps%22%3A%5B%7B%22status%22%3A%22success%22%2C%22richText%22%3A%22Fetching+tax+elections+from+Workday%22%7D%5D%7D%2C%7B%22richText%22%3A%22%3Cp%3EHere+are+your+current+tax+elections%3A%3Cbr%3E%3C%2Fp%3E%22%7D%2C%7B%22richText%22%3A%22%3Cb%3EFederal+Tax+Election%3C%2Fb%3E%3Cbr%3E%3Cb%3EStatus%3A+%3C%2Fb%3E+Married%3Cbr%3E%3Cb%3EAllowances%3A+%3C%2Fb%3E+2%3Cbr%3E%3Cb%3EAdditional+withholding%3A+%3C%2Fb%3E+%24100%3Cbr%3E%22%7D%2C%7B%22richText%22%3A%22%3Cb%3EState+Tax+Election%3C%2Fb%3E%3Cbr%3E%3Cb%3EState%3A+%3C%2Fb%3E+California%3Cbr%3E%3Cb%3EStatus%3A+%3C%2Fb%3E+Single%3Cbr%3E%3Cb%3EAllowances%3A+%3C%2Fb%3E+1%3Cbr%3E%3Cb%3EAdditional+withholding%3A+%3C%2Fb%3E+%2450%3Cbr%3E%22%7D%5D%7D%5D%7D) shows the experience we are going to build.
# **Installation Steps**
While you can create a connector during plugin installation, we recommend setting up the connector in **Agent Studio** beforehand to simplify the process. Please follow our [**Workday Connector Guide**](https://developer.moveworks.com/marketplace/package/?id=workday&hist=home%2Cbrws#how-to-implement) for detailed instructions. Once completed, proceed to install the plugin and complete the setup efficiently.
For this plugin, ensure the Workday integration system user has the following permissions:
**Required Permissions:**
- `View access` to worker data : Payroll data
**Tenant Configuration:**
All Workday API endpoints in this plugin use **TENANT** as a placeholder. After installation, replace **TENANT** in the action definitions with your actual Workday tenant name.
To find your tenant name:
- Log into Workday.
- Check the URL in your browser — the tenant name appears after `workday.com/`, e.g.: [https://impl.workday.com/**your_tenant**/...](https://impl.workday.com/**your_tenant**/...)
Make sure to update this across all actions that reference the Workday API.
After configuring the connector and updating your tenant, refer to our [plugin installation documentation](https://help.moveworks.com/docs/ai-agent-marketplace-installation) for more details on completing the setup.
# **Appendix**
## API #1: Get Tax Elections
The **Get Tax Elections** API retrieves the current tax elections of a user.
```bash
curl --request GET
--location 'https://<DOMAIN>/api/wql/v1/<TENANT>/data?query=SELECT%20stateWithholdingWork_AdditionalAmount%2C%20stateWithholdingResident_MaritalStatus%2C%20stateWithholdingResident_NumberOfAllowances%2C%20federalWithholdingW_4_AdditionalAmount%2C%20federalWithholdingW_4_MaritalStatus%2C%20federalWithholdingW_4_NumberOfAllowances%20FROM%20workerFromEmailAddress%20(emailAddress%20%3D%20%27{{email}}%27)' \
--header 'Authorization: Bearer <ACCESS_TOKEN>' \
--header 'Content-Type: application/json' \
--header 'Accept: application/json' \
```
**Query Parameters :**
- `email` (string) – The email address of the user whose current tax election want to view.