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Deep Dive - FinancialForce PSA/SRP: Tax

Sheena TrepanierSheena Trepanier Expensify Success Coach - Admin Posts: 1,316 Expensify Team
Tax rates are created in Expensify through the tax tracking feature. We export the tax amount from the expenses. Navigate to Settings > Policies > Group [Policy Name] > Tax, you can select if you need tax to be billable or non-billable.

Once your options are selected, just click Save to sync the settings and you're ready to start exporting your reports to FinancialForce!
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