Travel and expense.Value Added Tax (VAT) recovery

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Posted on by Natalia Aquarius

Hi All,

I try to research creation of tax transaction for foreign vendors for expense report.

I can create and post expense report with tax transaction for AP-domestic.

But i can not create expense report with tax transaction for AP- EU.

I have read the following information from this page

https://docs.microsoft.com/en-us/dynamics365/finance/expense-management/vat-expense-report

"When Nancy enters information on her expense report, she selects United Kingdom in the Country/region field on the Edit expense report page. The list of sales tax groups is then filtered so that it shows only the groups that apply to the United Kingdom."

But i could not find field Country/region field on the Edit expense report page

Could you advice me some link or help to find field where i can input Country/region to provide correct sales tax group?

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Answers (1)

Natalia Aquarius 79 on at

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RE: Travel and expense.Value Added Tax (VAT) recovery

I have found this setting.

But it does not work. Should it work?

I can add field country, sale tax group, item tax group via personalisation. I can populate these fields manually with nessesary data.

But D365 does not populate fields automatically depending on value of other fields.

So if i choose Fra, D365 is not populated field sales tax group with value from this table.

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qianwang 7,168 on at

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RE: Travel and expense.Value Added Tax (VAT) recovery

Hi Anna,

Which version are you using?

If you are using the current version (D365 F&O), you can set up sales tax group for specific country/region or even state/province level in Tax configurations form.

Regards,

QianQW

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Natalia Aquarius 79 on at

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RE: Travel and expense.Value Added Tax (VAT) recovery

I use Microsoft Dynamics 365 for Finance and Operations (10.0.4)

Update28.

yes, i can set up sales tax group for specific country/region or even state/province level in Tax configurations form

but i can not found where i can input country region in expense form except the above mentioned case, where i personalized Expense report grid form . And i should input there country, sales tax. itemsales tax group manually

is it correct situation,that after manually populating per diem location fields country, sales tax group are noy puplated automatically.

and is it correct situation,that field item sales tax group is not poputaled automatically from Expense category

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qianwang 7,168 on at

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RE: Travel and expense.Value Added Tax (VAT) recovery

Hi Anna,

In the standard version, if you set a specific value in the expense category and tax configuration,

the fields for the item sales tax group and sales tax group are automatically populated when you select an expense category and country in the expense report.

Regards,

QianQW

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Natalia Aquarius 79 on at

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RE: Travel and expense.Value Added Tax (VAT) recovery

Hi Quian,

thanks for your answer,

yes, i checked again, item sales tax group is populated automatically from expense category,

sales tax group is populated automaticallly from vendor connected with this worker,

but if i populate per diem location, field country is not populated automatically.

i have following settings

but when i create per diem expense,

and populate per diem locatation, field country is not populated.

and if choose manually country, field Sales tax group is not populated from tax configiration.

is it correct behavior of D365?

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Ludwig Reinhard Microsoft Employee on at

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RE: Travel and expense.Value Added Tax (VAT) recovery

Hi,

Is this question related to the other one here?

community.dynamics.com/.../980664

Best regards,

Ludwig

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Natalia Aquarius 79 on at

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RE: Travel and expense.Value Added Tax (VAT) recovery

No,they are a bit different.

here is questions about settings,

there is question if vat recovery functional is used by some EU customers of D365 F&O.

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Suggested answer

Eugen Glasow 6,359 on at

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RE: Travel and expense.Value Added Tax (VAT) recovery

1) The Country/region field will be hidden by default. There is a configuration form Expense report fields. Check the list of fields enabled in the lines.

2) Set the Tax configurations.

3) The per diem locations do not populate the country, that's right. We made a customization once to bridge this gap.

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Verified answer

CU01022142-0 2 on at

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Travel and expense.Value Added Tax (VAT) recovery

If you're traveling for business and need to claim VAT on travel expenses, including transportation like a taxi near Gatwick or any other, here's how it might fit into the VAT recovery process:

Taxi Expenses: Generally, VAT on taxi fares is recoverable if the journey was for business purposes. For example, if you're traveling from Gatwick Airport to a meeting or hotel for a work-related purpose, you should be able to claim back the VAT, as long as you have a valid receipt showing the VAT paid.

Documentation: To ensure a smooth VAT claim, keep the receipt from the taxi ride. The receipt should include:

The VAT charged.

The name and address of the taxi company.

The journey details (e.g., starting point, destination, and date).

VAT Reclaim Process: After your business trip, you can submit these taxi expenses as part of your VAT return to reclaim the VAT paid, provided the trip is related to business purposes. If you're traveling internationally and took a taxi, you may also be able to claim back VAT through the UK’s VAT refund system.

Remember that VAT rules for transportation can vary depending on where you're traveling from and to, so always double-check the local guidelines for the most accurate information.

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