Taking the Pain Out of Tax with Workday
With 12,000+ U.S. taxing jurisdictions constantly changing, manual tax management in Workday isn't sustainable. Here's a better way.
Managing tax in Workday Financials isn't simple. In the U.S. alone, 45 states and the District of Columbia impose a sales tax, and 38 states add local taxes on top. That adds up to more than 12,000 taxing jurisdictions, each with its own rates and rules that change constantly. For companies doing business globally, that number grows to over 19,000. Keeping up manually puts your accuracy, compliance, and audit readiness at risk.
One integration, one source of tax truth
Integrating a third-party tax engine with Workday Financials solves this problem by centralizing and automating tax calculation across both accounts receivable and accounts payable processes. Tax content is automatically maintained and updated in one place, then applied to every Workday transaction in real time. You get a single source for current tax data, complex calculations, and the reporting you need to stay compliant and audit-ready.
How Vertex works with Workday Financials
When Workday Financials connects to the Vertex tax engine, the process is straightforward. Workday sends transaction data to Vertex, which applies address cleansing to confirm the correct taxing jurisdiction. Vertex then calculates the applicable tax (sales, use, or VAT) using embedded rules and rates, and returns the tax amount to Workday to complete the transaction. The whole process happens in real time, without manual intervention.
What your team gains
Connecting Vertex to Workday Financials delivers clear benefits across tax, finance, and IT teams. Tax calculation is automated, manual processes are reduced, and your team spends less time maintaining data and more time on higher-value work. Audit performance improves because tax determinations are accurate and consistent. IT departments are freed from the cost and effort of maintaining tax content in-house. And because Vertex manages integration updates, incorporating best practices from the broader Workday customer base, your setup always reflects current capabilities.
Built to scale with your business
Vertex has a 40-year history of automating tax calculation and is a proud Workday Select partner. The integration is designed to scale as your business grows, supporting enterprise needs across North America and globally. Whether your transactions span multiple states or multiple countries, Vertex gives you a tax process that's reliable, scalable, and ready for what comes next.