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Connector for Workday

Connector for Workday

Set Up Avalara AvaTax for Workday and Keep It Current

Setting up AvaTax to automate tax calculations for your business involves four essential milestones, plus a fifth if you're setting up Returns. Each milestone links to detailed step-by-step instructions to help you successfully complete each one.

  1. Create a basic company profile.
    If you haven't already, or if you want to add an additional company, start by telling us a little about your company and where you're registered to collect and pay tax.
  2. Connect to AvaTax.
    Get your transactions flowing to AvaTax for automated tax calculation. Skip this step if you aren't connecting a business application or system to AvaTax. 
  3. Fine Tune Your Tax Profile in AvaTax.
    Adjust product taxability and learn about options for exempting customers. 
  4. Test your setup.
    Create test transactions to double-check your setup. 
  5. Set up Returns.
    Complete this milestone only if you purchased Returns.

For customers with AvaTax sandbox accounts: After you set up and test your account, contact your implementation specialist or the Avalara Customer Center for help copying your setup to your production account.

Install and Configure Avalara Connector for Workday

Already using AvaTax? Make sure you've got the latest version.

Stay up to date

Already using AvaTax? Make sure you've got the latest version of the connector.



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