diff --git a/docs/articles/expensify-classic/connections/Global-VaTax.md b/docs/articles/expensify-classic/connections/Global-VaTax.md deleted file mode 100644 index 3e553699b5e5..000000000000 --- a/docs/articles/expensify-classic/connections/Global-VaTax.md +++ /dev/null @@ -1,63 +0,0 @@ ---- -title: Global VaTax Integration -description: Learn how to connect Expensify with Global VaTax to simplify international VAT refunds for your business expenses. -keywords: [Expensify CLassic, Global VaTax, VAT refund, international expenses, tax compliance] ---- - - -The Expensify-Global VaTax integration helps businesses reclaim Value Added Tax (VAT) on international expenses. If your company is based in the U.S. but conducts business abroad, you can track expenses in [Expensify](https://use.expensify.com/expense-management) and sync them with [Global VaTax](https://globalvatax.com/) to simplify VAT recovery. - -[Value Added Tax (VAT)](https://www.investopedia.com/terms/v/valueaddedtax.asp#:~:text=Value%2Dadded%20tax%20(VAT)%20is%20a%20flat%20tax%20levied,different%20parties%20to%20a%20transaction.) is a consumption tax applied to goods and services in many countries. It is automatically included in purchases, but businesses traveling internationally may be eligible for VAT refunds. - ---- - -# VAT-Recoverable Expenses - -Businesses can reclaim VAT on various expenses, including: - -- Hotels and lodging -- Business entertainment -- Conferences and trade shows -- Legal and marketing fees -- DDP shipping and storage fees -- Aviation-related expenses -- Other qualifying international business expenses - ---- - -# How VAT Refunds Work - -VAT refund regulations vary by country and expense type, making the process complex. Global VaTax simplifies this by handling: - -- VAT analysis and calculation -- Expense classification based on VAT eligibility -- Report preparation and submission to tax authorities - -By syncing Expensify with Global VaTax, businesses can automate VAT reporting and reclaim eligible expenses efficiently. - ---- - -# How to Connect Expensify with Global VaTax - -Follow these steps to activate the integration: - -1. Complete [this form](https://www.vataxcloud.com/expensify/signup) to request a confirmation email from Global VaTax. -2. Click the link in the email and sign in to your Global VaTax account. -3. Navigate to **Method of Extraction**. -4. Select **Expensify** as your data source. -5. Follow the prompts to generate your partner credentials and activate the integration. -6. Enter your credentials and select the date range for expense extraction. -7. Click **Submit**. -8. VaTax Cloud will analyze each expense line item, calculating applicable VAT rates based on expense type and country. -9. Within a few hours, you'll receive an email confirming that your VAT potential analysis report is ready for review. - -Once Global VaTax prepares your VAT reclaim documents in the required languages, they will submit them to the appropriate tax authorities. - ---- - -# Tracking Your VAT Reclaim - -After submission, you can monitor the progress of your VAT reclaim via the **Submission Analysis Report** in Global VaTax. - -By integrating Expensify with Global VaTax, businesses can maximize VAT recovery while reducing administrative burden. - diff --git a/docs/articles/expensify-classic/connections/VAT-IT.md b/docs/articles/expensify-classic/connections/VAT-IT.md new file mode 100644 index 000000000000..29465eaeb874 --- /dev/null +++ b/docs/articles/expensify-classic/connections/VAT-IT.md @@ -0,0 +1,57 @@ +--- +title: VAT IT Integration +description: Learn how to connect Expensify with VAT IT to simplify international VAT refunds for your business expenses. +keywords: [Expensify Classic, VAT IT, VAT refund, international expenses, tax compliance] +--- + + +The Expensify-VAT IT integration helps businesses reclaim Value Added Tax (VAT) on international expenses. If your company is based in the U.S. but conducts business abroad, you can track expenses in [Expensify](https://use.expensify.com/expense-management) and sync them with VAT IT to simplify VAT recovery. + +[Value Added Tax (VAT)](https://www.investopedia.com/terms/v/valueaddedtax.asp#:~:text=Value%2Dadded%20tax%20(VAT)%20is%20a%20flat%20tax%20levied,different%20parties%20to%20a%20transaction.) is a consumption tax applied to goods and services in many countries. It is automatically included in purchases, but businesses traveling internationally may be eligible for VAT refunds. + +--- + +# VAT-Recoverable Expenses + +Businesses can reclaim VAT on various expenses, including: + +- Hotels and lodging +- Business entertainment +- Conferences and trade shows +- Legal and marketing fees +- DDP shipping and storage fees +- Aviation-related expenses +- Other qualifying international business expenses + +--- + +# How VAT Refunds Work + +VAT refund regulations vary by country and expense type, making the process complex. Global VaTax simplifies this by handling: + +- VAT analysis and calculation +- Expense classification based on VAT eligibility +- Report preparation and submission to tax authorities + +By syncing Expensify with Global VaTax, businesses can automate VAT reporting and reclaim eligible expenses efficiently. + +--- + +# How to Connect Expensify with VAT IT + +Follow these steps to activate the integration: + +1. Create a dedicated Expensify user for VAT IT and assign that user the Auditor role. +2. Assign each relevant policy to that user so VAT IT can access the correct entities. +3. Confirm the invitation and access setup by email. +4. VAT IT verifies that the correct policies are visible and that the connection has been set up correctly. + +Once VAT IT prepares your VAT reclaim documents in the required languages, they will submit them to the appropriate tax authorities. If you have questions about this process, reach out to vat@expensify.com. + +--- + +# Tracking Your VAT Reclaim + +After submission, you can monitor the progress of your VAT reclaim via the **Submission Analysis Report** in Global VaTax. + +By integrating Expensify with VAT IT, businesses can maximize VAT recovery while reducing administrative burden. diff --git a/docs/articles/new-expensify/connections/Global-VaTax.md b/docs/articles/new-expensify/connections/Global-VaTax.md deleted file mode 100644 index 3e553699b5e5..000000000000 --- a/docs/articles/new-expensify/connections/Global-VaTax.md +++ /dev/null @@ -1,63 +0,0 @@ ---- -title: Global VaTax Integration -description: Learn how to connect Expensify with Global VaTax to simplify international VAT refunds for your business expenses. -keywords: [Expensify CLassic, Global VaTax, VAT refund, international expenses, tax compliance] ---- - - -The Expensify-Global VaTax integration helps businesses reclaim Value Added Tax (VAT) on international expenses. If your company is based in the U.S. but conducts business abroad, you can track expenses in [Expensify](https://use.expensify.com/expense-management) and sync them with [Global VaTax](https://globalvatax.com/) to simplify VAT recovery. - -[Value Added Tax (VAT)](https://www.investopedia.com/terms/v/valueaddedtax.asp#:~:text=Value%2Dadded%20tax%20(VAT)%20is%20a%20flat%20tax%20levied,different%20parties%20to%20a%20transaction.) is a consumption tax applied to goods and services in many countries. It is automatically included in purchases, but businesses traveling internationally may be eligible for VAT refunds. - ---- - -# VAT-Recoverable Expenses - -Businesses can reclaim VAT on various expenses, including: - -- Hotels and lodging -- Business entertainment -- Conferences and trade shows -- Legal and marketing fees -- DDP shipping and storage fees -- Aviation-related expenses -- Other qualifying international business expenses - ---- - -# How VAT Refunds Work - -VAT refund regulations vary by country and expense type, making the process complex. Global VaTax simplifies this by handling: - -- VAT analysis and calculation -- Expense classification based on VAT eligibility -- Report preparation and submission to tax authorities - -By syncing Expensify with Global VaTax, businesses can automate VAT reporting and reclaim eligible expenses efficiently. - ---- - -# How to Connect Expensify with Global VaTax - -Follow these steps to activate the integration: - -1. Complete [this form](https://www.vataxcloud.com/expensify/signup) to request a confirmation email from Global VaTax. -2. Click the link in the email and sign in to your Global VaTax account. -3. Navigate to **Method of Extraction**. -4. Select **Expensify** as your data source. -5. Follow the prompts to generate your partner credentials and activate the integration. -6. Enter your credentials and select the date range for expense extraction. -7. Click **Submit**. -8. VaTax Cloud will analyze each expense line item, calculating applicable VAT rates based on expense type and country. -9. Within a few hours, you'll receive an email confirming that your VAT potential analysis report is ready for review. - -Once Global VaTax prepares your VAT reclaim documents in the required languages, they will submit them to the appropriate tax authorities. - ---- - -# Tracking Your VAT Reclaim - -After submission, you can monitor the progress of your VAT reclaim via the **Submission Analysis Report** in Global VaTax. - -By integrating Expensify with Global VaTax, businesses can maximize VAT recovery while reducing administrative burden. - diff --git a/docs/articles/new-expensify/connections/VAT-IT.md b/docs/articles/new-expensify/connections/VAT-IT.md new file mode 100644 index 000000000000..acf4bc4bd305 --- /dev/null +++ b/docs/articles/new-expensify/connections/VAT-IT.md @@ -0,0 +1,57 @@ +--- +title: VAT IT Integration +description: Learn how to connect Expensify with VAT IT to simplify international VAT refunds for your business expenses. +keywords: [New Expensify, VAT IT, VAT refund, international expenses, tax compliance] +--- + + +The Expensify-VAT IT integration helps businesses reclaim Value Added Tax (VAT) on international expenses. If your company is based in the U.S. but conducts business abroad, you can track expenses in [Expensify](https://use.expensify.com/expense-management) and sync them with VAT IT to simplify VAT recovery. + +[Value Added Tax (VAT)](https://www.investopedia.com/terms/v/valueaddedtax.asp#:~:text=Value%2Dadded%20tax%20(VAT)%20is%20a%20flat%20tax%20levied,different%20parties%20to%20a%20transaction.) is a consumption tax applied to goods and services in many countries. It is automatically included in purchases, but businesses traveling internationally may be eligible for VAT refunds. + +--- + +# VAT-Recoverable Expenses + +Businesses can reclaim VAT on various expenses, including: + +- Hotels and lodging +- Business entertainment +- Conferences and trade shows +- Legal and marketing fees +- DDP shipping and storage fees +- Aviation-related expenses +- Other qualifying international business expenses + +--- + +# How VAT Refunds Work + +VAT refund regulations vary by country and expense type, making the process complex. Global VaTax simplifies this by handling: + +- VAT analysis and calculation +- Expense classification based on VAT eligibility +- Report preparation and submission to tax authorities + +By syncing Expensify with Global VaTax, businesses can automate VAT reporting and reclaim eligible expenses efficiently. + +--- + +# How to Connect Expensify with VAT IT + +Follow these steps to activate the integration: + +1. Create a dedicated Expensify user for VAT IT and assign that user the Auditor role. +2. Assign each relevant policy to that user so VAT IT can access the correct entities. +3. Confirm the invitation and access setup by email. +4. VAT IT verifies that the correct policies are visible and that the connection has been set up correctly. + +Once VAT IT prepares your VAT reclaim documents in the required languages, they will submit them to the appropriate tax authorities. If you have questions about this process, reach out to vat@expensify.com. + +--- + +# Tracking Your VAT Reclaim + +After submission, you can monitor the progress of your VAT reclaim via the **Submission Analysis Report** in Global VaTax. + +By integrating Expensify with VAT IT, businesses can maximize VAT recovery while reducing administrative burden. diff --git a/docs/redirects.csv b/docs/redirects.csv index feb0e538685a..8eab10b6ce11 100644 --- a/docs/redirects.csv +++ b/docs/redirects.csv @@ -978,3 +978,5 @@ https://help.expensify.com/articles/new-expensify/reports-and-expenses/Using-sea https://help.expensify.com/articles/new-expensify/reports-and-expenses/Unapproved-Spend,https://help.expensify.com/articles/new-expensify/reports-and-expenses/Accounting-Search-Shortcuts https://help.expensify.com/articles/new-expensify/reports-and-expenses/Using-Search-on-the-Spend-Page,https://help.expensify.com/articles/new-expensify/reports-and-expenses/Use-Search-Shortcuts https://help.expensify.com/articles/new-expensify/wallet-and-payments/Global-Reimbursement-Singapore,https://help.expensify.com/articles/expensify-classic/bank-accounts-and-payments/payments/Global-Reimbursement-Singapore +https://help.expensify.com/articles/expensify-classic/connections/Global-VaTax,https://help.expensify.com/articles/expensify-classic/connections/VAT-IT +https://help.expensify.com/articles/new-expensify/connections/Global-VaTax,https://help.expensify.com/articles/new-expensify/connections/VAT-IT