Are you receiving SNAP/EBT benefits? The 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!

Make tax default settings available at GL account and Tag level

jbaxter Approved! Accountant Posts: 37 Expensify Admirer

My bookkeepers have reported that users rarely pay attention to the tax code when submitting expenses. So items that should be tax free such as 'Client entertainment','Overseas accommodation', 'Overseas meals' etc are getting the default tax applied, which in our case is usually GST at 10%.

This means that they spend a lot of time correcting receipts that have incorrect tax during approval. Also, if the approver doesn't pick this up and correct it then the item gets imported to the Acct Sys with incorrect values and tax code which impacts statutory reporting.

They would like the ability to set the default tax code at the GL Acct and Tag level in the Policy Admin setup. Apologies if this idea was already submitted!

4 votes

Live feature released! · Last Updated