Tax Functions Workday Users Can Automate with Vertex

Leverage automation to spend less time on manual tasks

Every hour your tax or IT team spends researching tax changes and updating Workday is an hour taken away from higher-value work. Integrating a Vertex tax engine with Workday Financials automates those manual processes, so your teams can focus on what matters more.

What you get when you connect Vertex with Workday

Adding a Vertex tax engine to Workday delivers immediate benefits: eliminated manual processes, reduced audit risk, lower costs, and improved scalability as your business grows. Tax content is continually updated by Vertex, so you no longer need to manage sales tax groups or tax codes manually. All tax decisions stay in one place, standardized across accounts receivable and accounts payable.

Vertex tax calculations are backed by 700 million+ data-driven tax rules, maintained by a global research team. That coverage spans 20,000+ jurisdictions in 195+ countries, supported by 100+ Vertex tax researchers.

A closer look at what you can automate

This eBook walks through the full list of tax functions Workday users can hand off to Vertex. Key capabilities include:

• Real-time sales and use tax calculation on order-to-cash transactions, with content that is regularly and automatically updated.
• Consumer use tax on procurement to automate and standardize tax calculation on requisitions and invoices, and validate sales tax charged on purchases.
• VAT sales calculations for EMEA and APAC, plus B2B registration validation to manage Europe VAT.
• Address validation and cleansing to improve tax area accuracy and strengthen your customer source data.
• Tax details by jurisdiction (country, territory, province, state, county, district, and city), along with tax code identification for streamlined reporting.
• Exemption certificate management to collect, validate, renew, and store audit-ready certificates, with auto-application to transaction calculations.
• Compliant invoice generation tools and tax compliance options that support both in-house returns and outsourced filing.

A trusted partnership built for your success

Vertex has been a Workday Partner for more than five years, and both companies are customers of each other. Vertex continues to develop tax solutions that extend the value of your Workday investment, streamline tax determination, and support business growth.