How to manually add taxes (instead of using tax policy)

HAPOfficer Expensify Customer Posts: 1

Hi there,

I'm trying to figure out how to override the tax policies and simply add the tax amount manually. The tax policies don't make a great deal of sense to me, to be honest, as they don't take into account complex tax situations.

For instance, if an employee has a meal, the tip would be part of the total amount on the itemized receipt, but the tax policy should not be applied to the full amount. In this case, we would need to manually add the correct tax, which does not apply to the tip.

Similarly, for those of us in Canada, if someone went to the grocery store and bought chips (taxable) and milk (non-taxable) then the tax policy would again be incorrect. In this case, again, we would need to manually override the tax policy.

Can this be done? And if so, how?



  • VisionRx
    VisionRx Expensify Customer Posts: 42 Expensify Admirer

    Hi HAPOfficer,

    You can create a tax rule for 100% tax. Then you can over-write the tax amount to match your receipt as long as the actual tax paid is less than the calculated tax amount. Keep in mind that 100% tax means 50% of the receipt amount. So this hack doesn't work if the tax is more than 50% of the receipt amount, which happens for receipts like DHL courier where most of the receipt amount is HST/GST. In cases like that, Expensify has no practical solution. Also, you can not see the tax amount by category on the expense report, which is needed in Canada. Expensify knows this, but refuses to show the tax by category, which should be shown beside the category total amount.