Workday

Vertex partners with Workday to improve sales, use and value-added tax compliance processes and support growth.

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Automated Tax Compliance for Workday

As a Platinum Innovation Partner, 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.

Industry Integrations

Vertex & Workday for Retail

Giving retailers 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 backed by a powerful team of dedicated professionals.

 

Top 20 Vertex/Workday customers in retail:

  • Six out of 20 are Fortune 100 companies.
  • Two out of 20 are Fortune 250 companies.
  • Seven out of 20 are Fortune 1000 companies.

Vertex & Workday for Manufacturing

Giving manufacturers 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 backed by a powerful team of dedicated professionals.

 

Top 20 Vertex/Workday customers in manufacturing:

  • 12 out of 20 are Fortune 100 companies.
  • Seven out of 20 are Fortune 250 companies.

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.

 

Medical/Healthcare Companies who use Vertex:

  • Nine of the top 10 Fortune 100 companies for medical equipment manufacturers
  • Seven of the top 10 Fortune 100 companies for healthcare and social assistance organisations

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 regulations backed by a powerful team of dedicated professionals.

 

Top 20 Vertex/Workday customers in wholesale:

  • Five out of 20 are Fortune 100 companies.
  • Two out of 20 are Fortune 250 companies.
  • Three out of 20 are 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 regulations backed by a powerful team of dedicated professionals.

 

Top 20 Vertex/Workday customers in financial services:

  • Eight out of 20 are Fortune 100 companies.
  • Three out of 20 are Fortune 250 companies.
  • Four out of 20 are Fortune 1000 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 regulations backed by a powerful team of dedicated professionals.

 

Top 20 Vertex/Workday customers in tech:

  • Two out of 20 are Fortune 100 companies.
  • Nine out of 20 are Fortune 1000 companies.

Workday Native vs. Vertex O Series

By including Vertex O Series in Workday Financials, you move away from manual work towards true end-to-end automation, all within Workday.

Workday - Native tax determination

  • Tax rates for tangible personal product only
  • Summarised tax reporting
  • Manual creation and maintenance of tax table
  • Manual errors create audit exposure
  • Manual 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 and 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 *

*This is an add-on application which requires a separate licence.


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