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Scan Tax lines and other lines on receipts

Expenseuser
Expenseuser Expensify Customer Posts: 2 Expensify Newcomer

We deal with multiple tax rates, some receipts have parts that aren't taxed or are added after tax, so auto calculating tax based on the total doesn't work most of the time (airline receipts are a great example where tax based on total doesn't work). If Smart Scan could scan all amounts (e.g. subtotals, tax lines) on the receipt and user could choose what one was the tax, this would be huge. Otherwise we have to do this manually which defeats the purpose of using Expensify anyways. This feature would make the difference in our company subscribing to Expensify.

Similarly, but perhaps a little more complex, if multiple items on a receipt were scanned that would help with splitting receipts automatically (e.g. removing personal amounts, alcohol on restaurant receipts, splitting expenses between budget categories, etc.). It seems you can easily get the total, your same features should be able to grab other line items on receipts too which would be very handy.

Thanks!

10 votes

Gathering use cases · Last Updated

Comments

  • Rachael Hopkins
    Rachael Hopkins Expensify Success Coach - Admin Posts: 865 Expensify Team

    Thanks for the idea @Expenseuser - It would also be handy in the UK, Aus and EU where there is tax on certain items but not others (but they all have the same category, e.g groceries).

  • Expenseuser
    Expenseuser Expensify Customer Posts: 2 Expensify Newcomer

    I've seen similar requests submitted over a year ago, any chance this may be underway?

  • Rachael Hopkins
    Rachael Hopkins Expensify Success Coach - Admin Posts: 865 Expensify Team
  • cgwright
    cgwright Expensify Customer Posts: 4

    It would be very helpful if Expensify could track the total amount of sales tax actually paid on each expense and report total for each category.

    My company is a small manufacturer. We typically ship fewer than 10 units per month. Because of this, we often end up buying inventory with a credit card through online retailers as our volumes are too low to buy many parts wholesale. We are not subject to sales tax on parts that are included as components in our finished units and resold to customers. We try to get tax exemption certificates on file with our vendors, but in some cases they do not accept them, or if we have to switch to a new vendor due to stocking issues, we may not have time to get the tax exemption set up. In these cases, we submit a refund claim to the state to get the sales tax we paid refunded. Right now this is a very manual process of looking through all receipts in the tax exempt categories at the end of the month and totaling up those which charged us tax.

    Additionally, if the states ever start cracking down on use tax, almost everyone will need a feature like this in order to correctly pay use tax on online transactions where the vendor didn't charge it (or charged the wrong amount). Technically if you buy anything where the vendor doesn't charge the proper amount of tax, you have to pay the difference as use tax. Most companies don't bother with this because it's so difficult to track. If we had a function that broke it out for every receipt with a total for each category, it would be easy to calculate the amount owed and make a payment if necessary.

  • Novel_Eric
    Novel_Eric Expensify Customer Posts: 1

    Sales Tax tracking is critical for bookkeeping/sales tax filings. This would be a massive enhancement.