Connect Workday to Vertex for more accurate sales, use, and value added tax calculations on customer and supplier invoices. Enjoy ease of use and calculation and returns in one comprehensive solution. Through a co-development effort, we were able to build the Vertex Tax Links for Workday and the Workday Financials Tax API.
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.
Automated Tax Compliance for Workday
Vertex integrates with Workday Financial Management to offer continuous, global tax compliance solutions, providing the flexibility and scalability needed to support growth, while helping to reduce complexity and streamline global tax compliance.
Our Integration with Workday
Our partners undergo the Workday Certified Integration badge process for creating integrations that meet at least 90 percent of the standard use case requirements. This badge focuses on business processes and interactions that boost efficiency, upstream and downstream. The Certified badge process is more intensive and requires greater resource investment and results in more seamless interoperability between the Workday and Vertex software solutions.
Vertex & Workday for Medical
Giving medical equipment, devices and supplies industries a unified view of indirect tax exposure - integrated software solutions to streamline processes for accurate tax determination, compliance, and insight under the most current regulations -- all backed by a powerful team of dedicated professionals.
Companies who use Vertex:
- 9 of the top 10 Fortune 100 companies for medical equipment manufactures
- 7 of the top 10 Fortune 100 companies for healthcare & social assistance organizations
Vertex & Workday for Wholesale
Giving wholesalers a unified view of indirect tax exposure - integrated software solutions to streamline processes for accurate tax determination, compliance, and insight under the most current regulation backed by a powerful team of dedicated professionals.
Companies who use Vertex:
- 5 out of 20 Fortune 100 companies
- 2 out of 20 Fortune 250 companies
- 3 out of 20 Fortune 1000 companies
Vertex & Workday for Financial Services
Giving financial service providers a unified view of indirect tax exposure - integrated tax software solutions to streamline processes for accurate tax determination, compliance, and insight under the most current regulation backed by a powerful team of dedicated professionals.
Companies who use Vertex:
- 82% of Fortune 100 companies
- 63% of Fortune 250 companies
- 51% of Fortune 500 companies
Vertex & Workday for Tech Industry
Giving tech companies a unified view of indirect tax exposure - integrated software solutions to streamline processes for accurate tax determination, compliance, and insight under the most current regulation backed by a powerful team of dedicated professionals.
Companies who use Vertex:
- 2 out of 20 Fortune 100 companies
- 9 out of 20 Fortune 1000 companies
Workday Native vs Vertex O Series
By including Vertex O Series in Workday Financials you move away from manual work toward true end-to-end automation, all within Workday.
Workday - Native tax determination
- Tax rates for tangible personal product only
- Summarized tax reporting
- Manual creation and maintenance of tax table
- Manual errors create audit exposure
- Manuel tax research of changing nexus laws and tax rate/rule change
Vertex - O Series tax determination
✓ Automated, complex indirect tax calc on all products and services sold
✓ Local tax jurisdictions detail
✓ Automated updates for changing rules & regulations
✓ Detailed reporting at the State, County, City and Local Levels
✓ Exemption management - collection and ongoing 'upkeep' of record keeping of customers with tax exempt status
✓ Compliance: Filing Tax Returns and Remitting the sales and use tax that was collected
Resources for You
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Blog Post
Unveiling the Brazil Tax Reform journey
The Brazil tax reform has begun after years, bringing long-term clarity and potential challenges. -
Blog Post
The realities of e-invoicing in the U.S.
Michael Bernard considers the relevance of an e-invoicing system in the U.S. -
Blog Post
Why state tax courts are peachy
Michael Bernard highlights the benefits of Georgia's new state tax court for businesses.