4. Checking Progress and Updating Status
Year end tax home
① [Confirmation of each badge recipient]
② [Confirmation of eligible employees for each item]
Changes of status are requested from the YTA Wizard
【Notes when adding a spouse or family member】
Status display after confirming change requests
Checking YTA Flow Overview
You can check the process of submitting tax filings, starting from the wizard input request email.
ADMIN[Year end tax] - [Year end tax] - [About year end taxes]
The next step is to send request to year end tax wizard email.
4. Checking Progress and Updating Status
YEAR-END TAX ADJUSTMENT DASHBOARD can be used to check the progress and status.
By clicking on each badge or the name of the item, such as "Eligible" or "Requires data collection," you will be able to see who is eligible for each.
Year end tax home
Overall progress and status can be checked from the Year end tax home screen.
Click on the desired field to display employees that apply.
① [Confirmation of each badge recipient]
Click on the badge at the top of the screen to display the filtered targets at the bottom of the screen.
Note: The employee can view the date they processed the “Evidence submission” and the date it was set as collected in Dayforce on the “Year end tax > Year end tax > Year end tax summary” screen.
② [Confirmation of eligible employees for each item]
Click the field you would like to check. The appropriate employee list will be displayed below.
If the employees have requested a change of status from the YTA Wizard (there are change requests), please refer to the following “Changes of status are requested from the YTA Wizard” and either approve or reject the request.
If “Done” or “Do set as collected” is displayed in “Next action,” you do not need to do anything.
Note: When deduction certificate needs to be submitted, “Do set as collected” will be displayed, but the status will be changed after receipt by Dayforce. There is no need for you (client administrators) to change the status.
Changes of status are requested from the YTA Wizard
As shown in the previous section, if the “Next action” is anything other than “Completed,” click on the “Next action” shown in blue (a link) to proceed to the next status.
There is an application for a personal change from year end tax wizard.
If you saw “View change requests” under “Next action” when you checked the previous section, please confirm this. Once you confirm the change request(s), it will proceed to the next status.
Two badges will be displayed, one for change requests other than family member and the other for change requests related to family member.
You will confirm the relevant change requests.
★Even though there are no changes to the family member, it may be displayed as a “All change requests.” In that case, please refer to this. (Added October 22, 2025)
① Click “View change requests” in “Next action”.
② The "Pending year end tax change requests" screen will open (Requests for personal change for year end tax only).
③ Confirm the changes and check the items to be confirmed.
④ Click on "Verify changes".
⑤ Change requests other than family member will be moved to "Verified". The family member changes requests will be moved to "Verified/applied".
"Verified" and the name of the confirmed employee will be displayed.
Clicking on each item (Pending normal, etc.)" will display only the corresponding requests.
.
To check other employee change requests in “Change requests (other than year end tax family member),” click “View all employees.”
When you click the “Family member changes requests” badge, a link to return to the “Return to year end tax home” is displayed.
If there is no change in family member but it is displayed as “All changes requests” (Added October 22, 2025)
On the “Dependent information” screen of the YTA wizard, it is now required to enter the income amount of any family member aged 16 or older that the employee has, starting this year.
Therefore, even if there are no visible changes, the employee may appear as a candidate for “All changes requests” on the Year-end tax adjustment dashboard screen.
(Applicable example)
Last year, that employee did not open the edit screen and left the income amount blank (unentered “0” yen).
This year, he/she entered 0 yen on the edit screen, or clicked “Change income” and then clicked “Submit changes”.
If you confirm that the content is acceptable, please proceed to “Verify changes.”
＊＊Other change requests can be approved from this screen＊＊
ADMINS[Year end tax] -[Year end tax] - [Year end tax change requests]
Notes: On the screen after clicking “Pending,” select “Verify changes” for “Change requests (other than family member)” or “Approve requests” for “Family member changes requests.
The procedure is the same as when you do it on the target employee's screen.
Click each item (e.g. "Pending") to see the filtered results.
To return to Year end tax home page, click on “Return to year end tax home” at the upper right corner of the screen.
【Notes when adding a spouse or family member】
Employees can add new spouses and family members through the YTA Wizard.
However, their entry screen does not have fields for setting up social insurance dependent and tax dependents for the spouse (or family member).
It is set by “Social insurance dependent: No (Off)” and “Tax dependent: Yes (On)”.
If it differs from the default, the admin authority can change that setting before approving it.
<Flow for changing settings other than “Social insurance dependent: No (Off)” and “Tax dependent: Yes (On)”>
① If any of the following applies to a spouse (or family member) added by the employee in the YTA Wizard, the employee contact HR or other appropriate department to inform them of the change (including whether the same or different settings will be used next year).
・Social insurance dependent: Yes /Tax dependent: Yes
・Social insurance dependent: Yes /Tax dependent: No
・Social insurance dependent: No /Tax dependent: No
*If applicable, the employee manual will state “Please contact HR or other department in charge of the change.”
2025 Year-End Tax Wizard User Manual (Direct) ③Confirmation of spouse / family information
② Click on the “Pending” badge under “Family member changes requests”.
*If you receive a change request from an employee after you have approved it, click on the “Verified & applied” badge. You can change the settings even after approval.
③ From among the employees displayed in the lower row, click “Family member this year [New]” for the employee who requested to change the settings for social insurance dependent or tax dependent in ①.
*If the employee does not request any changes, click “Approve requests” as is. It is set in “Social insurance dependent?: No” and “Tax deduction eligible?: Yes”.
④ Make sure the “This year (2025)” tab is selected and click “Edit.”
*If an employee has requested more than one family member to be added as a new family member from the YTA Wizard, multiple names will be displayed. Click “Edit” on the name of the family member for whom he/she has requested to change the Social insurance dependent or Tax dependent settings.
■(non-spouse) family member screen
■Spouse screen
⑤ These are set in “Social insurance dependent?: No” in “Social insurance setting” and “Tax deduction eligible?: Yes” in “Tax settings.”
⑥ Change the settings to what the employee has requested to change.
(Example above: Change to “Social insurance dependent?: Yes”)
⑦ Click “Approve request. The approval will be completed with the changes made in ⑥.
*When the change request is received after approval, click “Save”. Saving is completed with the changes made in ⑥.
⑧ Click on the “Next year (2026)” tab.
⑨ Click on “Edit.”
⑩ Change the settings using the same procedure as ⑥ and ⑦, and then approve (“Save” when the change request is received after approval).
⑪ On the “Year end tax change request” screen, click the “Verified & applied” badge under “Family member changes requests.
The name of the employee approved (saved) above will be displayed at the bottom of the screen.
Status display after confirming change requests
■Deduction certificate submission not required
“Processing status: Data-only completed” and “Next action: Done” will be displayed.
■Submission of deduction certificate required
“Processing status: Change requests verified” and “Next action: Do set as collected” will be displayed.
Note: The “Next Action: Done” status will not appear, but we (Dayforce) will update the status after receiving each deduction certificate. There is no need for you (client administrators) to change the status.
Regardless of which status is displayed in the figure above, Dayforce will update the processing status for all subsequent statuses.
Previous "Year-End Tax User Manual【For Administrator】(Direct) ①". Click here.
Click here for the Japanese version of this manual.