How do I add VAT information to a transaction?


Brex Plus Provided you have Value-Added Tax (VAT) enabled on your account, you can add VAT information to transactions to be exported to your accounting integration. If you don’t already have VAT enabled, click here.

Once enabled, VAT documentation will generally be required when all of the following criteria is met:

  1. The entity to which the uploader belongs is in a country that allows tax reclamation.

  2. (Only for card expenses) The expense occurs in a country that allows tax reclamation.

  3. These two countries are the same.

If a transaction doesn’t meet these criteria, you won’t have the option to track VAT for that specific transaction.

Necessary VAT documentation typically consists of an invoice and a tax rate, and you can upload this to card expenses or reimbursement requests by following the steps below.

Card expenses

Step 1: In your dashboard, go to Expenses or Accounting and click the expense you want to edit.

Step 2: In the Spend limits & policy section, go to Invoice and upload a valid tax reclamation document (typically a tax invoice).

Step 3: In the Spend limits & policy section, go to Tax rate and choose a tax rate from the dropdown. If you want to manually enter the amount in your local currency, choose Custom and manually enter an amount.

Reimbursements

Step 1: Account admins or card admins can add VAT information to any team member’s reimbursement request by locating it in either the Expenses or Accounting page. You can add VAT information to your personal reimbursement request by clicking on it in the Wallet page.

Step 2: Fill in the required information.

Step 3: Under Invoice, upload a valid tax reclamation document (typically a tax invoice).

Step 4: Under Tax, choose a tax rate from the dropdown. If you want to manually enter the amount in your local currency, choose Custom and manually enter an amount.

Step 5: Click Submit.

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