Concept: Taxes in Customer Invoice and Cash Sale Web Services

In Workday, you can retrieve and store tax amounts calculated from billing systems outside of Workday. When you create customer invoices, invoice adjustments, and cash sale through web services, Workday enables you to:

Override Workday tax calculations.

Import third-party tax details to Workday.

Override Tax Amounts

The functionality described in this section applies to web service versions 41 and above.

You can edit fields in the

Taxable Code Application Data

element on these web services:

Import Customer Invoices

Submit Cash Sale

Submit Customer Invoice

Submit Customer Invoice Adjustment

When you don't have

Third Party Tax Options

enabled on the

Edit Company Tax Details

task, you can use the

Tax Amount

field on the

Tax Rate Application Data

subelement to override Workday tax calculations. If you:

Leave all fields in the

Taxable Code Application Data

element blank, Workday doesn't override the tax amount.

Specify values for the other fields, but leave the

Tax Amount

field blank, Workday overrides the tax amount as zero.

Workday always calculates the withholding tax, and you can't override it.

If you edit an invoice, adjustment, or cash sale, or if any of these transactions pass through a business process review step, Workday recalculates your tax amount. This applies even if you don't make any changes. Workday recommends that you reconfigure your business process to remove the review step when populating tax amounts using web services.

Before you call our web services, group the lines on the

Tax Code Application Data

element, by

Tax Applicability

Tax Code

, and

Tax Point Date Type

Third-Party Tax Details

The functionality described in this section applies to web service versions 41.1 and above.

When you enable the

Third Party Tax Options

functionality from the

Company

Edit Company Tax Details

related actions menu on the company profile, Workday populates third-party tax details in the

Customer Invoice Line Third Party Tax Rate Data

field on these web services:

Bulk Import Customer Invoice

Get Customer Invoices

Get Customer Invoice Adjustments

Import Customer Invoice

Submit Customer Invoice

Submit Customer Invoice Adjustment

Concept: Third-Party Tax Service Integrations