How do I export VAT information to my ERP?

Brex Plus At the moment, you can only manage your tax codes if you’re using a NetSuite Enterprise resource planning (ERP) software. If you use a different accounting software, you can instead export via universal CSV.

Netsuite

Step 1: Make sure you have VAT tracking enabled, and that the transactions you want to export have their VAT information assigned.

Step 2: Export the transactions following the process here.

The exported transactions will populate the VAT information to the GL account you selected in the Accounting > Manage accounting fields > Mappings page. In NetSuite, they’ll appear in the columns for Tax code, Tax rate, Tax GL account, Gross amount, and Tax amount.

Note: We only support transaction batching when transactions involve a single currency. This means you will see each transaction in a separate journal entry.

Other integrations

If you’re using an accounting software besides NetSuite, you can make use of universal CSV exporting by following the steps in our Universal CSV integration guide. Please keep in mind, though, that transactions exported through the Accounting tab will be deleted after exporting. Following this, you can export transactions and view VAT fields by following the steps below.

Option 1 (recommended to complete Accounting workflows) – Export via the Accounting tab

Step 1: In your dashboard, go to Accounting and click View ready for export.

Step 2: Select the transactions you want to export, and click Export.

Step 3: Choose your report format. The file will have two VAT-related columns:

• VAT code (includes VAT rate)

  • Example: MX Std (11.5%)

• VAT amount

  • Example: 1,291.33

Note: These columns will only show up if at least one of the exported expenses has VAT fields populated.

Note 2: The VAT amount will be exported in local currency.

Option 2 – Export via the Expenses tab

Step 1: In your dashboard, go to Expenses.

Step 2: Set the filters to select the transactions you want to export.

Step 3: Click Export and choose your report format. The file will have two VAT-related columns:

• VAT code (includes VAT rate)

  • Example: MX Std (11.5%)

• VAT amount

  • Example: 1,291.33

The VAT amount will be exported in local currency.

Note: This option is always available, even if you use NetSuite or don’t have a universal CSV integration.