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 regulation backed by a powerful team of dedicated professionals.

 

Top 20 Vertex/Workday customers in retail:

  • 6 out of 20 are Fortune 100 companies
  • 2 out of 20 are Fortune 250 companies
  • 7 out of 20 are Fortune 1,000 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 regulation backed by a powerful team of dedicated professionals.

 

Top 20 Vertex/Workday customers in manufacturing:

  • 12 out of 20 are Fortune 100 companies
  • 7 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:

  • 9 of the top 10 Fortune 100 companies for medical equipment manufacturers
  • 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.

 

Top 20 Vertex/Workday customers in wholesale:

  • 5 out of 20 are Fortune 100 companies
  • 2 out of 20 are Fortune 250 companies
  • 3 out of 20 are Fortune 1,000 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.

 

Top 20 Vertex/Workday customers in financial services:

  • 8 out of 20 are Fortune 100 companies
  • 3 out of 20 are Fortune 250 companies
  • 4 out of 20 are Fortune 1,000 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.

 

Top 20 Vertex/Workday customers in tech:

  • 2 out of 20 are Fortune 100 companies
  • 9 out of 20 are Fortune 1,000 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
  • 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 & 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 license


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