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Install and Configure Avalara AvaTax for Workday

This article applies to:Avalara AvaTax for Workday

Now that you've activated your AvaTax account and set up your tax profile, it's time to install and configure your integration. At the end of this process, you'll send a test transaction to confirm that AvaTax is calculating tax the way you expect. After running a successful test, you'll be able to start using AvaTax!

Install

Contact Avalara Support for help with installation. Once you're done, configure AvaTax for Workday.

Configure

To configure AvaTax for Workday, follow these steps:

  1. Sign in to Workday.
  2. Enable AvaTax in Workday:
    1. In Search, type Edit Company Accounting Details, and then click Edit Company Accounting Details.

    2. In Company, type the name of the company.

    3. On the Edit Company Accounting Details page, ensure that the Use Third Party Tax Service option under the Customer Invoice Options section is enabled. In Tax Service Name, type AvaTax.
  3. Add an External ID called AvaTaxOptions. Skip this step if you've already done so.
    1. In Search, type the company name.
    2. On the Company Details page, next to the company name, click Related Actions and Preview. Go to Integrations IDs > Edit External IDs.

    3. On the Edit External IDs page, edit the details as needed, and then click OK.

    4. On the Edit External IDs page, click to add an External ID for AvaTax.  A new row is created in the table. Either choose an existing system or type AvaTaxOptions. In ID Value, type the company code. Click OK.

    5. On the Edit External IDs page, the table lists external ids that are successfully added. Click Done.

  4. Add a Reference ID. Skip this step if you've already done so. 
    1. In Search, type the company name.
    2. On the Company Details page, next to the company name, click Related Actions and Preview. Go to Integrations IDs > Edit Reference ID.

    3. On the Edit Reference ID page, in Reference ID Value, type the company code. Click OK.

    4. On the Edit Reference ID page, the reference ID details are displayed. Click Done.

  5. Configure integration attributes: 
    1. In Search, type View Integration System, and then click View Integration System.

    2. On the View Integration System page, type AvaTaxOptions in Integration System, and then click OK.

    3. On the View Integration System AvaTaxOptions page, click Related Actions and Preview. Go to Integration System > Configure Integration Attributes.

  6. On the Configure Integration Attributes for Integration System AvaTaxOptions page, specify the attribute values for the following attributes under Avalara_Options.
    • Service URLAccount Number, and License Key: You received these details from AvaTax in an email when you signed up for your AvaTax account
    • Countries to update TaxDetails: Add the countries in which you want AvaTax to calculate tax
    • AvalaraCompanyCode: Select the either the Reference ID or the External ID that you created
    • Local WD Invoice After Post to Avalara: Select Yes if you want to lock the invoices in Workday after they are successfully posted to Admin Console. Select No if you want the invoices to remain unlocked in Workday.
    • Process this Invoice Type as SalesOrder: The invoice type selected isn't posted to the Admin Console. Also, the document type does not change from sales order to sales invoice.

Your AvaTax for Workday is now configured. Send a test transaction to make sure your tax profile is configured correctly.

 

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