Expense tax recovery (form) [AX 2012]

Updated: May 11, 2011

Applies To: Microsoft Dynamics AX 2012 R3, Microsoft Dynamics AX 2012 R2, Microsoft Dynamics AX 2012 Feature Pack, Microsoft Dynamics AX 2012

Click Travel and expense > Common > Expense tax recovery.

Use this form to process expenses that are eligible for Value Added Tax (VAT) recovery.

The following tables provide descriptions for the controls in this form.




Select the status of the expense report transactions that are eligible for VAT recovery that you want to view.


View expense reports from a specific country/region that contain transactions that are eligible for VAT-recovery.



Sent for recovery

Update the status of an expense transaction to Sent for recovery.



Tax recovery number

The tax recovery number that is assigned to the transaction.


The identification of the worker who created the expense report.

Expense category

The expense category of the VAT transaction.


The country/region in which the transaction occurred and that the VAT can be recovered from.

Recoverable tax amount

The amount of tax that can be recovered.


The currency of the transaction.


The name of the merchant involved in the transaction.

Receipt number

The number of the receipt for the selected transaction.

Receipt date

The date of the transaction included on the receipt.

Tax recovery status

The status of the VAT recovery.

Expense report number

The number that is assigned to the expense report.

Transaction amount

The amount of the transaction in your local currency.


The local currency.

Transaction date

The date that the transaction occurred.

Tax recovery instructions

Special instructions that are associated with the VAT recovery for the selected transaction.


The voucher number that is associated with the expense report in the ledger.

Sales tax group

The sales tax group that is used for calculating the sales tax on the purchase transaction.

Item sales tax group

The item sales tax that is used for calculating the sales tax on an item transaction.

Announcements: To see known issues and recent fixes, use Issue search in Microsoft Dynamics Lifecycle Services (LCS).