Microsoft 365 Roadmap

RM573262Dynamics 365 Business Central: Expense Agent - Calculate and report VAT based on expense reports

Summary

Expense Agent supports automated VAT handling for expense reports, which can help simplify tax management and improve reporting accuracy. Key capabilities include:

Description

Expense Agent supports automated VAT handling for expense reports, which can help simplify tax management and improve reporting accuracy. Key capabilities include:

Automatic VAT Calculation: Expense Agent identifies VAT-relevant expense transactions and calculates applicable VAT amounts based on the information in submitted expense reports.

VAT-Aware Expense Processing: VAT values are incorporated into the expense review and processing workflow, reducing the need for manual tax calculations.

Enhanced VAT Reporting: VAT amounts captured from employee expenses are aggregated and reported, supporting financial reporting and tax recovery processes.

Improved Compliance: Standardized VAT handling helps ensure that expense-related tax calculations apply consistently across the organization.

Human in the loop: If the VAT calculation is enabled for expense reports, accountants must review VAT calculation and confirm that everything is correct before posting it.

GA date: December CY2026

Preview date: October CY2026