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Administrator Guide
Last Updated: 2023-06-23
Steps: Create External Tax Codes and Map to Internal Tax Codes

Steps: Create External Tax Codes and Map to Internal Tax Codes

Various countries prescribe standard tax codes and tax exempt reason codes in electronic invoices to bypass different national tax code standards. Workday enables you to:
  • Create a tax code list of external codes for a given country.
  • Add subclasses for reason codes and exemption codes associated with each tax code.
  • Map the external codes to internal tax code values.
  • Configure document delivery rules so that you can map the document delivery types to desired integration system and external tax codes.
With this configuration, you can easily adjust the codes when tax rules change and send electronic customer invoices with external tax data to different third parties in European countries.
  1. Access the
    Create External Tax Code List
     task.
    Create a list of external tax codes and tax code subclassifications for a given country. The subclassifications map to tax applicability in Workday. Ensure to validate that all external tax codes are correct.
    Security:
    Set Up: Tax
     domain in the Common Financial Management functional area.
  2. Access the
    Maintain External Tax Code List Mappings
     task.
    • Specify the external tax code list you configured along with associated subclasses and map it to internal tax values.
    • To use this external tax code list in an integration system, ensure to enable the tax-mapping attribute on that integration. After you enable the attribute in your integration system, Workday no longer uses the internal transaction tax codes for electronic customer invoices.
    Security:
    Set Up: Tax
     domain in the Common Financial Management functional area.
Workday displays the details of your tax code configurations on these reports:
  • View External Tax Code List
  • View External Tax Code List Mappings