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Administrator Guide
Last Updated: 2024-09-20
Steps: Set Up Address-Level Tax Information

Steps: Set Up Address-Level Tax Information

Create companies, customers, and suppliers, including any addresses for which you want to record tax information.
You can set up Workday to record address-level tax information for:
  • Companies.
  • Customers.
  • Suppliers.
This helps you to comply with tax reporting requirements in jurisdictions where:
  • Tax IDs must be assigned based on billing or shipping locations.
  • There are multiple tax registrations within the same country.
Workday uses address-level tax information, where available, to determine which tax IDs to assign on:
  • Customer invoices.
  • Customer invoice adjustments.
  • Supplier invoices.
  • Supplier invoice adjustments.
When you don’t enter a shipping address on an invoice for an entity, Workday uses the primary address to determine which tax ID to populate.
  1. Access the
    Edit Tenant Setup - Financials
     task.
    In the
    Tax Options
     section, select the
    Enable Address Level Tax Details
     check box.
    Security:
    Set Up: Tenant Setup - Financials
     domain in the System functional area.
  2. (Optional) Access the
    Maintain Transaction Tax Statuses
     task.
    Set up any tax statuses that you want to assign.
    Security:
    Set Up: Tax
     domain in the Common Financial Management functional area.
  3. (Optional) Access the
    Edit Company Tax Details
     task.
    Enter address-level tax information for companies.
  4. (Optional) Access customer profiles and enter address-level tax information for customers.
  5. (Optional) Access supplier profiles and enter address-level tax information for suppliers.
When you create documents such as customer invoices or supplier invoices, Workday assigns tax IDs based on the address-level tax information, when you’ve added it, or the country on the shipping address. When you don’t specify a shipping address, Workday assigns tax IDs based on the primary address.
Your company has 3 addresses in India:
  • Two in Delhi.
  • One in Hyderabad, in the state of Telangana.
After you enable address-level tax information on the
Edit Tenant Setup - Financials
 task, you access the
Edit Company Tax Details
 task and select your company.
On the
Address Level Tax Details
 tab, you add 2 rows to the grid. On the first row, you enter the relevant GSTIN for Delhi and select the 2 Delhi addresses on subrows in the
Address
 column. On the second row, you enter the relevant GSTIN for Telangana and select the Hyderabad address. You select the
Transaction Tax ID
 check box for both rows.
When you create a customer invoice where the ship-from address is 1 of the Delhi addresses, Workday assigns the GSTIN for Delhi as the company transaction tax ID on the invoice. When you create a customer invoice where the ship-from address is the Hyderabad address, Workday assigns the GSTIN for Telangana as the company transaction tax ID on the invoice.
Create customer invoices or supplier invoices.