In most countries to reclaim VAT/Sales Tax on an employee expense report you need a valid VAT/Sales Tax receipt.

Today, D365 will allow you to post Sales Tax transactions/recover Sales Tax on an expense report line with or without a receipt attached. The Sales Tax calculation appears to only be based on the Tax Group and Item Tax Group selected (which can be linked to any additional Tax Configurations).

The Microsoft guidance is for a user to review all Expense Reports prior to posting and adjust Tax Groups are required.

Having the system automatically disregard Expense Lines without a receipt would minimise the effort by this individual/eliminate the need for this individual saving time and money.

The Ideas:

1. If the 'Receipt attached' field is 'No' the system will automatically not post any VAT/Sales Tax entries
2. If the user could select a 'Receipt Type' (Tax Receipt or non-Tax Receipt) - the system could determine whether or not to post any VAT/Sales Tax entries based on this receipt type.