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Install and Configure Avalara AvaTax for Workday

This article applies to:Avalara AvaTax for Workday

After you activate AvaTax and set up your company profile, install and configure AvaTax for your accounting software. During configuration, customize your setup to fit your unique business needs for things like:

  • Tax calculation settings for various tax types
  • Exemption settings if you have exempt customers
  • Product taxability settings

Alter these settings when your business needs change.

Install

Contact Avalara Professional Services to install and configure AvaTax for your accounting software.

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 Integration 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 Avalara in an email when you signed up for your AvaTax account
    • Countries to update TaxDetails: Add the countries in which you want to view the AvaTax calculated sales tax details
    • Item Worktags: Item Worktags reference IDs are sent as the tax code for the item if they are defined in AvaTaxOptions and added at the header/line level
    • AvalaraCompanyCode: Select either the Reference ID or the External ID that you created
    • Lock WD Invoice After Post to Avalara: Select if you want to lock the invoices in Workday after they are successfully posted to AvaTax. If this option is not selected, the invoices remains unlocked in Workday.
    • Process this Invoice Type as SalesOrder: The invoice type selected isn't posted to the AvaTax. Also, the document type does not change from sales order to sales invoice.
    • Send Item Group to AvaTax: Select to send the item group reference ID as the item code from Workday to AvaTax

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

 

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