Expense Claims: Taxes in Expense Claims

In MYOB Acumatica, you can configure the system to apply taxes to expense claims on the Expense Claim (EP301000) forms.

For a newly created claim, the tax zone is copied from the employee's settings. If the expense claim is created from an expense receipt, the tax zone is copied from the expense receipt. You can override the tax zone in a specific claim. The overridden tax zone can be saved and used as the default tax zone in new expense claims and receipts of the employee.

In expense claims, the system specifies Tax Settings as the default tax calculation mode in the Tax Calculation Mode box on the Financial tab on the Expense Claim (EP301000) form. The tax calculation mode specified for the expense claim is used by default in expense claim lines that are entered directly on the Details tab of the form.

Tip: If the Net/Gross Entry Mode feature is enabled on the Enable/Disable Features (CS100000) form, you can select whether the amounts in the expense claim are tax-exclusive (net) or tax-inclusive (gross). For more information, see Expense Receipts: Taxes in Expense Receipts.

Expense Receipts with Mixed Tax Settings

By default, you can add to an expense claim only expense receipts with the same tax zone and tax calculation modes. When the expense claim is released, the system generates an AP document for all expense receipts that have been added to the expense claim.

If you need to create an expense claim for expense receipts with different tax settings, you have to select the Allow Mixed Tax Setting in Claims check box on the Time and Expenses Preferences (EP101000) form. On release of an expense claim that includes expense receipts with different tax settings, the system generates multiple AP documents, each of which contains expense receipts with the same tax zone and tax calculation mode.