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How To: Apply simple tax to expenses

Stephanie ElliotStephanie Elliot Expensify Team Posts: 61 Expensify Team
edited December 2019 in How-to Docs
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.




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