Creating Tax Reports
In case tax authorities might ask employees to justify one or more expenses, Expense Management includes a Tax Report. Employees can extract that report, attach further details, then send it to the tax authorities to validate their expenses.
Creating a tax report
To create a tax report:
- Search
for Posted Expenses, then select the related link. - On the action bar, select Report > Tax Report.
- Fill out the fields as necessary.
- At the bottom, select:
- Send to - to pick a file format to send to
- Print - to print the tax report
- Preview & Close - to preview the tax report and close the window
Alternatively, you can create a tax report for all types (not just posted expenses) by searching for Tax Report.
Exporting expense attachments
Export the expense attachments of posted expenses as supporting documentation for tax authorities. To export expense attachments:
- Work through the steps in Posting Expenses: To export expense attachments.