How You Capture Tax-Related Information in Expense Reports

You can display tax-related fields in expense reports to capture tax-related information. To do so, you must enable the option to display tax-related fields in expense reports.

Here's how you can do it:

1. In the Setup and Maintenance work area, use the following:

   • Offering: Financials

   • Functional Area: Expenses

   • Task: Manage Tax Fields

2. On the Manage Tax Fields page, click the business unit whose tax-related fields you want to display.

3. On the Edit Tax Fields page, select Display tax fields on expense report.

4. For each business unit, define the display action of each tax-related field. You can define the display action of tax-related fields for all locations and then define exception display action for specific countries.

   For example, Merchant Name and Taxpayer ID are tax-related fields for which you can define display action.

   The display actions available for each tax-related field are as follows:

   • Hidden: Tax-related field isn't displayed in the expense report.

   • Optional: Tax-related field is displayed for each expense item in the expense category, but the user isn't required to enter data.

   • Required: Tax-related field is displayed for each expense item in the expense category and the user is required to enter data

Note: When you define the display action of the tax-related fields in each expense category at the business unit level, the enabled fields appear in all expense reports for the given business unit. However, for itemized lines, only the Tax Classification Code field is displayed.