Multiple Tax Configurations

[CaraMay]

Hi All,

Does anyone know if different tax configurations can be applied using the 'company' as the distinguisher. i.e. Company A has regular Australia GST configuration applied, but Company B has specialised rates dependent on expense type. Both are in the same country. 

Please let me know if you need any further context. 

Kind regards,

Cara

[MelanieT]

@CaraMay Hi!  

Tax Administration is a functionality that allows customers to track Value Added Tax (VAT) on specific expenses. VAT is typically imposed on businesses at all levels in the production of goods or services. A company that pays VAT on behalf of its employees may be able to reclaim the VAT paid. Typically this would include business travel expenses and business conference related expenses.  

Tax configurations within Concur Expense allow customers to create custom tax and reclaim groups where employees must track VAT on incurred expenses. VAT tracking then is extracted on Standard Accounting Extracts (SAE) or custom extracts where customers can see tax amounts, reclaim amounts, tax codes and reclaim codes. This allows the customer to use the tracked VAT to then externally reclaim the VAT.  

Reference the Tax Administration Setup Guide for more detailed information.  

Note: Company Administrators will need the Tax Administration Unrestricted permission for access. See article Knowledge Area: Permissions to learn more. 

If the customer only has the Tax Administrator - Restricted permission, they will only be able to view/modify the Tax Authorities (Tax rates). They cannot view/edit the settings for Tax Conditions and Tax Groups (tabs are greyed out).

To access Tax Administration: 

1. Log in to CTE via Okta
2. Select Administration 
3. Select Expense Admin 
4. Select Tax Administration

From Tax Administration, you can access three main wizards: 

• Tax Authorities - Using this wizard, the administrator defines each tax authority (usually country) for which the company wants to track VAT. Then, for each tax authority the administrator defines the tax rate types (standard, reduced, and so on), the calculation method (percent and simple distance), the rate, and the effective date. 
• Tax & reclaim groups - Using this wizard, the administrator sets tax and reclaim properties for groups of expense types that share those properties.  
• Employee-related configuration - Using this wizard, the administrator defines general configuration settings such as whether the tax information is visible to the Concur Expense user, whether receipts are required, etc. Then, the administrator maps the company's organization to the configuration using segments of the tax hierarchy. This allows a customer to have different configurations for its employees in different parts of the organization; for example, employees in different countries, departments, or divisions. 

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