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63 changes: 0 additions & 63 deletions docs/articles/expensify-classic/connections/Global-VaTax.md

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57 changes: 57 additions & 0 deletions docs/articles/expensify-classic/connections/VAT-IT.md
Original file line number Diff line number Diff line change
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---
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]
---
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Missing required metadata field: The YAML frontmatter is missing the internalScope field, which is mandatory per HELP_AUTHORING_GUIDELINES.md Section 3. Add something like:

Suggested change
---
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]
---
---
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]
internalScope: Audience is workspace admins. Covers connecting Expensify Classic with VAT IT for VAT recovery, does not cover New Expensify setup or VAT policy details.
---



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.
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Cross-linking violation: Per HELP_AUTHORING_GUIDELINES.md Section 7, use relative links only -- do not use full URLs. The links to https://use.expensify.com/expense-management and the Investopedia URL on line 10 should either be converted to relative links (if internal) or removed/simplified if external.

Note: The Investopedia link on line 10 is an external educational reference, which may be acceptable, but the use.expensify.com link should use a relative path if it points to an internal Expensify resource.


[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.
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---

# VAT-Recoverable Expenses
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Heading hierarchy violation: Only one # heading (the article title) is allowed per article, plus an optional # FAQ. All content section headings must use ##. This applies to this heading and the ones on lines 30, 42, and 53.

Additionally, this is a noun-only heading which violates the task-based heading rule. Headings must start with an action verb or question word (How, What, Where, Who, Why, When).

Suggested fix:

Suggested change
# VAT-Recoverable Expenses
## What expenses are eligible for VAT recovery


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
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VAT refund regulations vary by country and expense type, making the process complex. Global VaTax simplifies this by handling:
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Heading hierarchy + task-based heading violation: Must use ## instead of #, and the heading must be task-based (start with an action verb or question word).

Suggested fix:

Suggested change
VAT refund regulations vary by country and expense type, making the process complex. Global VaTax simplifies this by handling:
## How VAT refunds work with VAT IT


- VAT analysis and calculation
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Stale brand name: This section still references "Global VaTax" but the article has been updated to be about "VAT IT". Update all references in this paragraph.

Suggested fix:

Suggested change
- VAT analysis and calculation
VAT refund regulations vary by country and expense type, making the process complex. VAT IT simplifies this by handling:

- 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.
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Stale brand name: "Global VaTax" should be "VAT IT" to match the updated article.

Suggested fix:

Suggested change
By syncing Expensify with VAT IT, businesses can automate VAT reporting and reclaim eligible expenses efficiently.

---

# How to Connect Expensify with VAT IT
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Follow these steps to activate the integration:
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Heading hierarchy violation: Must use ## instead of #. Only one # heading (the article title) is allowed, plus optional # FAQ.

Suggested fix:

Suggested change
Follow these steps to activate the integration:
## How to connect Expensify with VAT IT


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.
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4. VAT IT verifies that the correct policies are visible and that the connection has been set up correctly.

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Terminology violation: Use "workspace" instead of "policy" per Expensify naming conventions.

Suggested fix:

Suggested change
4. VAT IT verifies that the correct policies are visible and that the connection has been set up correctly.
2. Assign each relevant workspace to that user so VAT IT can access the correct entities.


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.

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Terminology violation: "policies" should be "workspaces" per Expensify naming conventions.

Suggested fix:

Suggested change
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.
4. VAT IT verifies that the correct workspaces are visible and that the connection has been set up correctly.


---
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# Tracking Your VAT Reclaim
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Heading hierarchy + task-based heading violation: Must use ## instead of #, and heading must be task-based.

Suggested fix:

Suggested change
# Tracking Your VAT Reclaim
## How to track your VAT reclaim


After submission, you can monitor the progress of your VAT reclaim via the **Submission Analysis Report** in Global VaTax.
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Stale brand name: "Global VaTax" should be "VAT IT" to match the updated article.

Suggested fix:

Suggested change
After submission, you can monitor the progress of your VAT reclaim via the **Submission Analysis Report** in Global VaTax.
After submission, you can monitor the progress of your VAT reclaim via the **Submission Analysis Report** in VAT IT.


By integrating Expensify with VAT IT, businesses can maximize VAT recovery while reducing administrative burden.
63 changes: 0 additions & 63 deletions docs/articles/new-expensify/connections/Global-VaTax.md

This file was deleted.

57 changes: 57 additions & 0 deletions docs/articles/new-expensify/connections/VAT-IT.md
Original file line number Diff line number Diff line change
@@ -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]
---
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Comment on lines +1 to +5

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Missing required metadata field: The YAML frontmatter is missing the internalScope field, which is mandatory per HELP_AUTHORING_GUIDELINES.md Section 3. Add something like:

Suggested change
---
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]
---
---
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]
internalScope: Audience is workspace admins. Covers connecting New Expensify with VAT IT for VAT recovery, does not cover Expensify Classic setup or VAT policy details.
---



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.
Comment thread
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Comment thread
stephanieelliott marked this conversation as resolved.

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Cross-linking violation: Per HELP_AUTHORING_GUIDELINES.md Section 7, use relative links only -- do not use full URLs. The links to https://use.expensify.com/expense-management and the Investopedia URL on line 10 should either be converted to relative links (if internal) or removed/simplified if external.

Note: The Investopedia link on line 10 is an external educational reference, which may be acceptable, but the use.expensify.com link should use a relative path if it points to an internal Expensify resource.


[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.
Comment thread
stephanieelliott marked this conversation as resolved.
Comment thread
stephanieelliott marked this conversation as resolved.

---

# VAT-Recoverable Expenses
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Heading hierarchy violation: Only one # heading (the article title) is allowed per article, plus an optional # FAQ. All content section headings must use ##. This applies to this heading and the ones on lines 30, 42, and 53.

Additionally, this is a noun-only heading which violates the task-based heading rule. Headings must start with an action verb or question word (How, What, Where, Who, Why, When).

Suggested fix:

Suggested change
# VAT-Recoverable Expenses
## What expenses are eligible for VAT recovery


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
Comment thread
stephanieelliott marked this conversation as resolved.

VAT refund regulations vary by country and expense type, making the process complex. Global VaTax simplifies this by handling:
Comment thread
stephanieelliott marked this conversation as resolved.
Comment thread
stephanieelliott marked this conversation as resolved.

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Heading hierarchy + task-based heading violation: Must use ## instead of #, and the heading must be task-based (start with an action verb or question word).

Suggested fix:

Suggested change
VAT refund regulations vary by country and expense type, making the process complex. Global VaTax simplifies this by handling:
## How VAT refunds work with VAT IT


- VAT analysis and calculation
Comment thread
stephanieelliott marked this conversation as resolved.

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Stale brand name: This section still references "Global VaTax" but the article has been updated to be about "VAT IT". Update all references in this paragraph.

Suggested fix:

Suggested change
- VAT analysis and calculation
VAT refund regulations vary by country and expense type, making the process complex. VAT IT simplifies this by handling:

- 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.
Comment thread
stephanieelliott marked this conversation as resolved.

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Stale brand name: "Global VaTax" should be "VAT IT" to match the updated article.

Suggested fix:

Suggested change
By syncing Expensify with VAT IT, businesses can automate VAT reporting and reclaim eligible expenses efficiently.

---

# How to Connect Expensify with VAT IT
Comment thread
stephanieelliott marked this conversation as resolved.

Follow these steps to activate the integration:
Comment thread
stephanieelliott marked this conversation as resolved.

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Heading hierarchy violation: Must use ## instead of #. Only one # heading (the article title) is allowed, plus optional # FAQ.

Suggested fix:

Suggested change
Follow these steps to activate the integration:
## How to connect Expensify with VAT IT


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.
Comment thread
stephanieelliott marked this conversation as resolved.
3. Confirm the invitation and access setup by email.
Comment thread
stephanieelliott marked this conversation as resolved.
Comment thread
stephanieelliott marked this conversation as resolved.
4. VAT IT verifies that the correct policies are visible and that the connection has been set up correctly.

Copy link
Copy Markdown
Contributor

Choose a reason for hiding this comment

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Terminology violation: Use "workspace" instead of "policy" per Expensify naming conventions.

Suggested fix:

Suggested change
4. VAT IT verifies that the correct policies are visible and that the connection has been set up correctly.
2. Assign each relevant workspace to that user so VAT IT can access the correct entities.


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.

Copy link
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Contributor

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Terminology violation: "policies" should be "workspaces" per Expensify naming conventions.

Suggested fix:

Suggested change
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.
4. VAT IT verifies that the correct workspaces are visible and that the connection has been set up correctly.


---
Comment thread
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# Tracking Your VAT Reclaim
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Heading hierarchy + task-based heading violation: Must use ## instead of #, and heading must be task-based.

Suggested fix:

Suggested change
# Tracking Your VAT Reclaim
## How to track your VAT reclaim


After submission, you can monitor the progress of your VAT reclaim via the **Submission Analysis Report** in Global VaTax.
Comment thread
stephanieelliott marked this conversation as resolved.

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Stale brand name: "Global VaTax" should be "VAT IT" to match the updated article.

Suggested fix:

Suggested change
After submission, you can monitor the progress of your VAT reclaim via the **Submission Analysis Report** in Global VaTax.
After submission, you can monitor the progress of your VAT reclaim via the **Submission Analysis Report** in VAT IT.


By integrating Expensify with VAT IT, businesses can maximize VAT recovery while reducing administrative burden.
2 changes: 2 additions & 0 deletions docs/redirects.csv
Original file line number Diff line number Diff line change
Expand Up @@ -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
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