Global VaTax Integration

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 and sync them with Global VaTax to simplify VAT recovery.

What is VAT?

Value Added Tax (VAT) 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 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.