How the Vertex Solution for Workday Financials Works

See how a Vertex tax engine integrates with Workday Financials to manage tax.

An over-the-shoulder view of a senior IT manager, dressed in yellow. They are working at their laptop, plugged into a monitor behind it, and looking at raw data for tax insights.

When you combine the power of Vertex tax technology with your Workday Financials software, you can automate tax calculation and the maintenance of tax data, reduce manual processes, improve tax accuracy, improve audit performance, provide better tax and compliance reporting, and more. View the infographic below to see how the two tools work together, and read our eBook for even more details on how you can take the pain out of tax calculation with Workday.

An explanation on how the Vertex solution for Workday Financials works, relying on a multitude of taxability rules and data transaction points. It connects from Workday Financials to the Vertex integration, which applies address cleansing and maps the transaction to the correct tax jurisdiction. From there, Vertex O Series calculates tax and sends the amount back to Workday Financials.


Tax determination is quite complex because it relies on a multitude of taxability rules and transaction data points. But the whole process happens in real time once Workday Financials is connected to the Vertex tax engine. Here’s how it works…First, Workday Financials sends the transaction data to Vertex via the integration. Then, Vertex applies address cleansing to ensure the ship-to address is complete and accurate, and mapped to the correct taxing jurisdiction. Then, Vertex automatically calculates the tax based on the transaction details using the embedded tax rules and rates and sends the tax amount back to Workday Financials through the integration to complete the sales and purchase transaction.

Explore Our Partnership with Workday

We partner with Workday, a leading provider of enterprise cloud applications for finance and human resources, to improve compliance processes as your company faces ongoing compliance challenges.

Workday + Vertex Partnership Video