How-to: Set up multiple taxes on indirect connections

Mark Louis

Sometimes, expenses have more than one tax applied to them. In Canada, for example, expenses can have both a Federal GST and a provincial PST or QST. Expensify has a special method for handling these by creating a single tax that combines both taxes into a single effective tax rate. This can be applied to any Individual or Group policy.

To set up multiple taxes for your indirect connection, follow these steps:

1. Navigate to Settings > Policies > Individual or Group > [Policy Name] > Tax.
2. Add your tax rates. If you need additional tax rates, click "New Option".
3. If you have a multiple tax scenario, combine these into a single tax rate. For example, if you have a GST of 5% and PST of 7%, adding the two tax rates together gives you the effective tax rate of 12%:

Now you've got your multiple tax set up!

Canadian Multiple Tax Export

You can then export reports using the Canadian Multiple Tax Export from the Reports page on a browser. Click Export to > Canadian Multiple Tax Export. Expensify will generate a CSV containing all the expense information, including the split out taxes.

Related articles:

• How-to: Enable Tax Tracking
• How To: Apply simple tax to expenses
• How-to: Export tax
• How-to: Apply complex tax to expenses