From fdd6a7135f6e18fb5077974f9f34e75256782a9e Mon Sep 17 00:00:00 2001
From: "Nick Tooker (via MelvinBot)" <infra+melvinbot@expensify.com>
Date: Tue, 12 May 2026 23:55:24 +0000
Subject: [PATCH 1/5] Update Global VaTax help pages to VAT IT branding

Update connection instructions, titles, and descriptions on both
New Expensify and Expensify Classic help pages to reflect the
VAT IT partnership.

Co-authored-by: Nick Tooker <NickTooker@users.noreply.github.com>
---
 .../connections/Global-VaTax.md               | 28 ++++++++-----------
 .../new-expensify/connections/Global-VaTax.md | 28 ++++++++-----------
 2 files changed, 22 insertions(+), 34 deletions(-)

diff --git a/docs/articles/expensify-classic/connections/Global-VaTax.md b/docs/articles/expensify-classic/connections/Global-VaTax.md
index 3e553699b5e5..29465eaeb874 100644
--- a/docs/articles/expensify-classic/connections/Global-VaTax.md
+++ b/docs/articles/expensify-classic/connections/Global-VaTax.md
@@ -1,11 +1,11 @@
 ---
-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]
+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-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.
+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.
 
@@ -37,21 +37,16 @@ By syncing Expensify with Global VaTax, businesses can automate VAT reporting an
 
 ---
 
-# How to Connect Expensify with Global VaTax
+# How to Connect Expensify with VAT IT
 
 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.
+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 Global VaTax prepares your VAT reclaim documents in the required languages, they will submit them to the appropriate tax authorities.
+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.
 
 ---
 
@@ -59,5 +54,4 @@ Once Global VaTax prepares your VAT reclaim documents in the required languages,
 
 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.
-
+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
index 3e553699b5e5..acf4bc4bd305 100644
--- a/docs/articles/new-expensify/connections/Global-VaTax.md
+++ b/docs/articles/new-expensify/connections/Global-VaTax.md
@@ -1,11 +1,11 @@
 ---
-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]
+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-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.
+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.
 
@@ -37,21 +37,16 @@ By syncing Expensify with Global VaTax, businesses can automate VAT reporting an
 
 ---
 
-# How to Connect Expensify with Global VaTax
+# How to Connect Expensify with VAT IT
 
 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.
+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 Global VaTax prepares your VAT reclaim documents in the required languages, they will submit them to the appropriate tax authorities.
+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.
 
 ---
 
@@ -59,5 +54,4 @@ Once Global VaTax prepares your VAT reclaim documents in the required languages,
 
 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.
-
+By integrating Expensify with VAT IT, businesses can maximize VAT recovery while reducing administrative burden.

From 37038ffc071ae37a9ca3dc49065a81bbded1d8fc Mon Sep 17 00:00:00 2001
From: Stephanie Elliott <31225194+stephanieelliott@users.noreply.github.com>
Date: Tue, 12 May 2026 19:41:34 -0700
Subject: [PATCH 2/5] Rename Global-VaTax.md to VAT-IT.md

---
 .../expensify-classic/connections/{Global-VaTax.md => VAT-IT.md}  | 0
 1 file changed, 0 insertions(+), 0 deletions(-)
 rename docs/articles/expensify-classic/connections/{Global-VaTax.md => VAT-IT.md} (100%)

diff --git a/docs/articles/expensify-classic/connections/Global-VaTax.md b/docs/articles/expensify-classic/connections/VAT-IT.md
similarity index 100%
rename from docs/articles/expensify-classic/connections/Global-VaTax.md
rename to docs/articles/expensify-classic/connections/VAT-IT.md

From 6ca18a1c9e39a5d388676b339f4978e12fee5761 Mon Sep 17 00:00:00 2001
From: Stephanie Elliott <31225194+stephanieelliott@users.noreply.github.com>
Date: Tue, 12 May 2026 19:42:04 -0700
Subject: [PATCH 3/5] Add VAT-IT documentation file

---
 .../new-expensify/connections/{Global-VaTax.md => VAT-IT.md}      | 0
 1 file changed, 0 insertions(+), 0 deletions(-)
 rename docs/articles/new-expensify/connections/{Global-VaTax.md => VAT-IT.md} (100%)

diff --git a/docs/articles/new-expensify/connections/Global-VaTax.md b/docs/articles/new-expensify/connections/VAT-IT.md
similarity index 100%
rename from docs/articles/new-expensify/connections/Global-VaTax.md
rename to docs/articles/new-expensify/connections/VAT-IT.md

From 497bef2dd59e0a1ff3b5e774872a277ac92206ca Mon Sep 17 00:00:00 2001
From: Stephanie Elliott <31225194+stephanieelliott@users.noreply.github.com>
Date: Tue, 12 May 2026 19:43:59 -0700
Subject: [PATCH 4/5] Update redirects.csv

---
 docs/redirects.csv | 2 ++
 1 file changed, 2 insertions(+)

diff --git a/docs/redirects.csv b/docs/redirects.csv
index feb0e538685a..c63615aeff7a 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

From d91d39cc7efa78b3914e4cecbeae9d45be6376ab Mon Sep 17 00:00:00 2001
From: Stephanie Elliott <31225194+stephanieelliott@users.noreply.github.com>
Date: Tue, 12 May 2026 19:44:31 -0700
Subject: [PATCH 5/5] Update redirects.csv

---
 docs/redirects.csv | 2 +-
 1 file changed, 1 insertion(+), 1 deletion(-)

diff --git a/docs/redirects.csv b/docs/redirects.csv
index c63615aeff7a..8eab10b6ce11 100644
--- a/docs/redirects.csv
+++ b/docs/redirects.csv
@@ -978,5 +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/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
