How To: Apply simple tax to expenses

Stephanie Elliot

When Tax is enabled on a policy, the default tax rate is selected under Settings > Policies > [ policy name] > Tax. The default tax rate is applied to all expenses automatically. 
Heads up, Tax is calculated rather than read; that is, the tax amount is based on multiplying the tax rate by the receipt total. 

• If the tax on your receipt is different to the default tax, select the appropriate tax from the tax drop down on the web expense editor or the mobile app. 
• If the tax amount on your receipt is different to the calculated amount, manually type in the correct tax amount.

Related articles:

• How-to: Set up tax tracking
• How-to: Export tax
  
• How-to: Apply complex tax to expenses
• How-to: Set up multiple taxes on indirect connections