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Administrator Guide
Last Updated: 2026-04-17
Concept: Tax Management

Concept: Tax Management

Tax management is consolidated into a single page, with everything you need readily available. Taxes can be managed by the MSP/Program Team, by the vendors, or you can choose not to manage them in Workday VNDLY at all. From the
Manage Taxes
page, you have the ability to:
  • Add and edit tax percentages.
  • Enable and set tax settings.
  • Exempt entire countries from supplier tax calculations.
  • Set how the MSP program fee taxes are managed - regardless of who manages the supplier tax rate.
Access to tax management is restricted by permissions, so check with your program team if the menu item is unavailable.

Work Sites, Changes, and Logging

All work sites in Workday VNDLY automatically appear on this page with default tax rates displayed. Each work site and sub-division (state, province, county, etc.) have tax configuration options using the parent country or province's specific sales tax structure. Default USA tax tables are retrieved from a third-party software, Avalara, and updated on a quarterly basis.
Note: You can pin a country you regularly interact with to the top of the list. Hover over the country name and click the pin icon in-line with the country name.
Workday VNDLY uses the most granular tax rate level defined for work orders. For example, if the tax rate is defined differently in the actual work order, that supersedes tax rates defined at the work site and sub-division level; tax rates defined for a work site supersede the sub-division tax rate, and so on. It's also important to point out that Workday VNDLY automatically groups invoices along two inherent rules: tax countries and currency (these rules don't need to be set up, and cannot be changed).
Changes can be scheduled for a future, known tax rate change or occur immediately for any invoices completed after the change. All changes made to tax rates on the work sites or sub-division are tracked in the related
Activity Log
for troubleshooting purposes. Additionally, scheduled and active overrides can be modified or removed when needed to ensure correct tax rates are represented. You can filter the work site list by work sites that have a scheduled change, work sites that have changed from the default rate, or work sites that haven't changed from the default rate.

Imports and Exports

Users responsible for managing taxes can download a copy of the work sites with any current overrides in the same format needed to upload back in again. Options are provided to download all work sites or just the filtered work sites the user is currently viewing.