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How-to: Set up multiple taxes on indirect connections

Mark Louis
Mark Louis Expensify Team Posts: 146 Expensify Team
edited May 20 in How-to Docs

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!

Multiple Tax Export

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

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