Are you receiving SNAP/EBT benefits? The Expensify.org/SNAP-VAX campaign is live and accepting new members. Learn more about receiving $50 for submitting a SNAP receipt and $50 for getting your COVID-19 vaccine here and join today!

Show tax type and amount per receipt in reports (Sales Tax / GST / HST / VAT / etc)

nioq
nioq Expensify Customer Posts: 3 Expensify Newcomer
edited June 2 in Ideas

Depending on one's jurisdiction, the reported tax type and tax amount may be the single most important part of an expense claim to verify: if employees submit claims with the wrong tax type/amount, and the company makes tax filings based on the wrong information, the company could get in trouble.

Since this information is not shown per receipt / report line item, we have no choice but to open up each report line item and look at them one by one in order to verify claims, when pretty much everything else can be checked at a glance in the Report overview.

Tagged:
8 votes

Understanding the Issue · Last Updated

Comments

  • Rachael Hopkins
    Rachael Hopkins Expensify Success Coach - Admin Posts: 865 Expensify Team

    Hi @nioq are you able to elaborate on 'Since this information is not shown per line item'?

    Are you referring to single receipts with multiple tax rates? If so, you will need to split the receipt and apply the different tax rates.

  • nioq
    nioq Expensify Customer Posts: 3 Expensify Newcomer

    I'm referring to a single receipt with a single tax rate. For instance, the above entry on the Report screen doesn't show how much, if any, tax was paid.

  • Rachael Hopkins
    Rachael Hopkins Expensify Success Coach - Admin Posts: 865 Expensify Team

    Hi @nioq the top of the report shows the tax total. But it sounds like you are auditing user expenses to check that they have the correct tax rates applied? You may find it simpler to do this in Excel by exporting reports to excel.

  • nioq
    nioq Expensify Customer Posts: 3 Expensify Newcomer
    edited June 2

    Indeed the top shows the tax total, but since a report contains multiple receipts, that doesn't addess the problem.

    A report may include multiple purchases, each with different tax rates applicable, and if it were easier to use Excel each time one needed to approve a report, then why use Expensify at all?

    The best way currently, within Expensify, is to click on each receipt and make sure the correct rate was applied, but just about everything else for each receipt is visible at a glance - why not add the tax amount to the display too and save us the effort and reduce the risk of getting things wrong?

    To explain our local context here in Singapore, whether GST is applicable depends on the registration status of the merchant: bigger companies have to collect GST, but also get to claim this back from the tax authority when they make purchases that attract GST.

    If a receipt is incorrectly marked with a GST amount, we would end up making a fraudulent claim when we get that amount refunded from the tax authority. Conversely, if no tax amount was entered but the item was in fact purchased from a merchant who collected GST, we would be leaving money on the table by not making a claim. That's why it's important to see, per item, whether GST was paid or not.

  • VisionRx
    VisionRx Expensify Customer Posts: 27 Expensify Admirer

    I agree with you @nioq. Further, I need to see the total tax for each expense category, maybe positioned beside the total for the category amount.

    For example, add the tax total beside "Supplies - C$607.63 (Taxes: $69.90)"