Turn AP transactions and invoice evidence into use-tax accruals, overpayment findings, and filing-ready purchasing-tax outputs.
Purchasing Tax Compliance is the use-tax and vendor-tax review workspace for AP, finance, and tax teams. It compares what a vendor charged with the treatment expected from the purchase, location, product or service, and exemption facts.
The module connects high-volume ingestion and document evidence to classification, reason-coded review, tax corrections, period readiness, refunds or recovery handoff, and purchasing return packages.
Each material conclusion stays connected to its source transaction, invoice evidence, derivation context, and reviewer action.
Upload mapped AP data, invoices, contracts, purchase orders, and receipts or use configured accounting and ERP feeds for the active location.
Associate documents to purchase lines and use OCR or AI-assisted extraction where enabled, with the source evidence available to the reviewer.
Apply product or service identity, jurisdiction, exemption, reason-code, and vendor context. Reviewer confirmation finalizes model-assisted suggestions.
Calculate tax paid, expected tax, underpayment or consumer’s-use liability, and potential overpayment using shared rounding and decision controls.
Filter by amount, reason, readiness, evidence, and materiality; correct tax facts, label lines, undo changes, and retain determination history.
Roll reviewed results into period readiness, return packages, state artifacts, purchasing exemption workflows, or One-Click Reverse Audit recovery intake.
Bring a representative, redacted sample of purchases and invoices. Compare the original invoice, exemption evidence, expected tax and reviewer decision before deciding whether the workflow fits your team. The checklist below is an evaluation template, not a completed customer test or a tax determination.
Match invoice and line IDs, tax paid, purchase amount, use location and document links to your source. Include a credit memo and a duplicate. Missing records and extraction uncertainty must remain visible.
Include a taxable purchase with no vendor tax and a purchase with an applicable exemption. Review the jurisdiction, taxability basis and certificate scope before accepting an accrual or recovery candidate.
Inspect expected versus charged tax, reason codes, supporting sources and correction history. Reconcile reviewed line amounts to the period output. An overpayment finding is not a recovered refund.
Uploads and configured Workday period-review ingestion support purchasing analysis today. The calculation API returns determinations. Native ERP posting requires a validated customer-specific integration; SAP, Oracle and NetSuite purchasing adapters are not currently available. Preparation does not submit or pay a return.
For an embedded calculation workflow, review the Use Tax Engine and API quickstart. Confirm sandbox access and your exact provider profile during evaluation; a documented endpoint is not proof of a connected accounting system.
Work with the purchase record and the document that supports it.
Separate exposure from recoverable dollars and explain why.
Convert reviewed AP lines into operational next steps.
Extraction and classification suggestions expose confidence and evidence. Reviewers control corrections, labels, accrual impact, and recovery claims.
Shared basis, effective-rate, rounding, tax-paid credit, tolerance, and liability seams keep API and module decisions aligned.
Return packages and form generation follow explicit state and filing-lane readiness; unsupported outputs remain blocked or clearly identified.
Purchasing Tax Compliance is available across plans. High-volume document processing, multi-location review, ERP connections, state return packages, and recovery workflows depend on plan and configuration.
Show us the AP sources, invoice formats, review thresholds, filing obligations, and recovery goals that shape your purchasing-tax program.
