Workday tax automation

Workday tax automation. Done by people who have done it first.

Workday gives you the ERP foundation. Innovate Tax brings the tax architecture, engine expertise and implementation experience to turn it into a robust global tax solution.

100+multinational organisations served
150+countries in our delivery track record
100+ yearscombined functional implementation experience
World firstproven Workday tax engine milestone
Start with the requirement, not the product

Native Workday, third-party tax engine, or a blend?

There is no universal answer. The right architecture depends on your countries, products, transaction flows, data, tax complexity and operating model. Innovate Tax assesses the requirement first, then helps you choose and implement the technology that fits.

Option 1

Use Workday natively

We assess the tax functionality and data available within Workday and maximise supported native capability where it can satisfy the requirement.

  • Assess what the ERP can already do
  • Design tax around real business scenarios
  • Reduce unnecessary interfaces and external dependencies
  • Keep tax logic aligned with your ERP data and processes
Option 2

Integrate a specialist tax engine

For more complex determination requirements, a third-party tax engine can provide the specialist capability needed. Innovate Tax has direct Workday tax-engine implementation experience, including a world-first global Vertex rollout.

  • Vertex
  • Thomson Reuters ONESOURCE
  • Sovos
  • Avalara
  • Tax-first integration and data design
The real challenge

A tax engine is only as good as the data and design around it.

Workday tax automation is not simply a connector project. The tax result depends on whether the right transaction, customer, supplier, product, location and entity data reaches the tax logic at the right point in the process. We design the tax solution around those realities.

Tax scenarios

We translate legislation and business requirements into application-specific scenarios, identifying the data needed to determine the correct treatment.

Master data

Customers, suppliers, products, entities, registrations and locations must provide the right tax signals. We help find and fix the gaps.

End-to-end process

We work across order to cash, procure to pay, intercompany, fixed assets, reporting, integrations and country-specific requirements.

Why Innovate Tax

Tax technologists. Not generalist implementers.

We combine indirect tax, ERP, tax engine, data and implementation expertise under one roof. Our job is not to sell you the most software. It is to make tax work.

Independent thinking

We assess native capability and third-party engines rather than assuming the answer before discovery starts.

Tax first

Tax requirements sit at the centre of the design, rather than being discovered after the ERP architecture is already fixed.

Hands-on delivery

The specialists involved in discovery stay close to the implementation, testing and go-live.

“I can’t recommend the team at Innovate Tax highly enough. They have really nailed delivery at a global level, with mastery in both ERP and tax engine configuration for indirect tax automation across all business processes.”Troy Fischnaller, Senior Solutions Consultant, Thomson Reuters ONESOURCE
A different implementation model

From tax requirement to working solution.

1. Review

Understand the current ERP, tax landscape, countries, business flows, data and pain points.

2. Decide

Determine whether native functionality, a third-party engine or a hybrid architecture best fits the requirement.

3. Design

Map tax scenarios to the exact data and determining factors available across the business process.

4. Build

Configure the solution and integrations with controls, traceability and maintainability in mind.

5. Prove

Test tax scenarios, data, interfaces and end-to-end outcomes before cutover.

6. Support

Keep the solution accurate as legislation, rates, business models and countries change.

A Workday world first

We have already done what others were still figuring out.

WORLD FIRST

Workday + Vertex

6 countries initially. Built to scale globally.

Innovate Tax delivered what our published case study describes as believed to be the world's first Workday and Vertex integration for Snowflake, creating a scalable global tax solution and establishing a model for expansion into additional countries. Our current service material describes the programme as the world's first global rollout of Vertex with Workday ERP.

Tax architecture

We understand the Workday data, integration and process decisions that determine whether tax automation succeeds.

Engine expertise

We can assess native capability and specialist tax engines independently, then implement the route that fits the requirement.

Global delivery

Our experience is not theoretical. We have taken Workday tax-engine integration from design through implementation and global expansion.

“Having Innovate Tax guide both the software provider and the business, and bring in the right expertise, made a real difference.”Client stakeholder, Workday and Vertex implementation case study

We do not just say we are tax technology experts. We have been there first.

Native Workday or a specialist engine? Start with the requirement, not the product.

Before you buy another tax engine, talk to people who implement them.

Let Innovate Tax review your Workday tax requirements and show you what is possible, natively or with the right specialist engine.

Get in touch