diff --git a/docs/articles/expensify-classic/expenses/Apply-Tax.md b/docs/articles/expensify-classic/expenses/Apply-Tax.md deleted file mode 100644 index c89176bcc0e85..0000000000000 --- a/docs/articles/expensify-classic/expenses/Apply-Tax.md +++ /dev/null @@ -1,40 +0,0 @@ ---- -title: Apply Tax -description: This is article shows you how to apply taxes to your expenses! ---- - - - -# About - -There are two types of tax in Expensify: Simple Tax (i.e. one tax rate) and Complex Tax (i.e. more than one tax rate). This article shows you how to apply both to your expenses! - - -# How-to Apply Tax - -When Tax Tracking is enabled on a Workspace, the default tax rate is selected under **Settings > Workspace > _Workspace Name_ > Tax**, with the default tax rate applied to all expenses automatically. - -There may be multiple tax rates set up within your Workspace, so if the tax on your receipt is different to the default tax that has been applied, you can select the appropriate rate 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 or the tax rate doesn’t show up, you can always manually type in the correct tax amount. - - -{% include faq-begin.md %} - -## How do I set up multiple taxes (GST/PST/QST) on indirect connections? -Expenses sometimes have more than one tax applied to them - for example in Canada, expenses can have both a Federal GST and a provincial PST or QST. - -To handle these, you can create a single tax that combines both taxes into a single effective tax rate. For example, if you have a GST of 5% and PST of 7%, adding the two tax rates together gives you an effective tax rate of 12%. - -From the Reports page, you can select Reports and then click **Export To > Tax Report** to generate a CSV containing all the expense information, including the split-out taxes. - - -# Deep Dive - -If you have a receipt that has more than one tax rate (i.e. Complex Tax) on it, then there are two options for handling this in Expensify! - -Many tax authorities do not require the reporting of tax amounts by rate and the easiest approach is to apply the highest rate on the receipt and then modify the tax amount to reflect the amount shown on the receipt if this is less. Please check with your local tax advisor if this approach will be allowed. - -Alternatively, you can apply each specific tax rate by splitting the expense into the components that each rate will be applied to. To do this, click on **Split Expense** and apply the correct tax rate to each part. - -{% include faq-end.md %} diff --git a/docs/articles/expensify-classic/workspaces/Tax-Tracking.md b/docs/articles/expensify-classic/workspaces/Tax-Tracking.md deleted file mode 100644 index 7b859c5101b1c..0000000000000 --- a/docs/articles/expensify-classic/workspaces/Tax-Tracking.md +++ /dev/null @@ -1,19 +0,0 @@ ---- -title: Tax -description: How to track expense taxes ---- -# Overview -Expensify’s tax tracking feature allows you to: -- Add tax names, rates, and codes whether you’re connected to an accounting system or not. -- Enable/disable taxes you’d like to make available to users. -- Set a default tax for Workspace currency expenses and, optionally, another default tax (including exempt) for foreign currency expenses which - will automatically apply to all new expenses. - -# How to Enable Tax Tracking -Tax tracking can be enabled in the Tax section of the Workspace settings of any Workspace, whether group or individual. -## If Connected to an Accounting Integration -If your group Workspace is connected to Xero, QuickBooks Online, Sage Intacct, or NetSuite, make sure to first enable tax via the connection configuration page (Settings > Policies > Group > [Workspace Name] > Connections > Configure) and then sync the connection. Your tax rates will be imported from the accounting system and indicated by its logo. -## Not Connected to an Accounting Integration -If your Workspace is not connected to an accounting system, go to Settings > Policies > Group > [Workspace Name] > Tax to enable tax. - -# Tracking Tax by Expense Category -To set a different tax rate for a specific expense type in the Workspace currency, go to Settings > Workspaces > Group > [Workspace Name] > Categories page. Click "Edit Rules" next to the desired category and set the "Category default tax". This will be applied to new expenses, overriding the default Workspace currency tax rate. diff --git a/docs/articles/expensify-classic/workspaces/Track-Taxes.md b/docs/articles/expensify-classic/workspaces/Track-Taxes.md new file mode 100644 index 0000000000000..ee4beed4bfbeb --- /dev/null +++ b/docs/articles/expensify-classic/workspaces/Track-Taxes.md @@ -0,0 +1,69 @@ +--- +title: Track taxes +description: How to track taxes and apply them to expenses +--- +Expensify's tax tracking allows you to create tax rates and codes for domestic and foreign currencies, and even for different expense categories. Once you've enabled tax tracking, your default tax rate is automatically applied to all expenses. + +# Enable tax tracking + +## If connected to an accounting integration + +If your Workspace is connected to Xero, QuickBooks Online, Sage Intacct, or NetSuite, + +1. Hover over **Settings**, then click **Workspaces**. +2. Click the desired workspace name. +3. Click the **Connections** tab on the left. +4. Click **Configure**. +5. Click **Sync Connection**. + +Your tax rates will be imported from the accounting system and indicated by its logo. + +## If not connected to an accounting integration + +If your Workspace is not connected to an accounting system, + +1. Hover over **Settings**, then click **Workspaces**. +2. Click the desired workspace name. +3. Click the **Tax** tab on the left. +4. Enable the toggle to allow taxes to be added to expenses. +5. You can modify the existing tax rate, or you can click New Option to add a new tax rate. For each tax rate, you can enable/disable them individually, add a specific name for the rate, add a percent value, and (if desired) add a unique tax code. +6. Once you have your tax codes added, go to the top of the screen to enter the name that taxes will appear as on expenses. You'll also select which of your tax rates you will use as your defaults for expenses submitted under your workspace currency and foreign currency. + +# Track tax by expense category + +You can also set tax rates for specific expense categories: + +1. Hover over **Settings**, then click **Workspaces**. +2. Click the desired workspace name. +3. Click the **Categories** tab on the left. +4. Click **Edit** next to the desired category. +5. Click the Default Tax dropdown and select the desired tax rate. + +This rate will be applied to all new expenses under this category, overriding the default currency tax rate for the workspace. + +{% include faq-begin.md %} + +**How do I set up multiple taxes (GST/PST/QST) for indirect connections?** + +Expenses sometimes have more than one tax applied to them (for example in Canada, expenses can have both a Federal GST and a provincial PST or QST). + +To handle multiple tax rates, you can create a new tax rate that combines both into a single rate. For example, if you have a GST of 5% and PST of 7%, you can add them together and create a new tax rate of 12%. + +From the Reports page, you can generate a CSV containing all the expense information, including the split-out taxes by going to the Reports tab, clicking **Export To** and selecting **Tax Report**. + +**How do I handle the taxes for a receipt that includes more than one tax rate?** + +If your receipt includes more than one tax rate, there are two ways you can handle the tax rate: + +- Many tax authorities do not require the reporting of tax amounts by rate; therefore, you can apply the highest rate on the receipt and then modify the tax amount on the receipt if necessary. Please check with your tax advisor to determine if this approach is appropriate for you. +- Alternatively, you can apply each specific tax rate by splitting the expense by the applicable expenses for each rate. To do this, open the expense and click **Split Expense**. Then apply the correct tax rate to each. + +**What if my workspace has multiple tax rates?** + +You'll have the option to change the tax rate from within the expense as needed. + +**The tax amount for my expense doesn’t show up / is different than it should be.** + +If the tax amount doesn't show up on your receipt or is different than the calculated amount, you can manually type in the correct tax amount. + +{% include faq-end.md %} diff --git a/docs/redirects.csv b/docs/redirects.csv index 4a08a683d08e6..9475d539f0c00 100644 --- a/docs/redirects.csv +++ b/docs/redirects.csv @@ -591,6 +591,7 @@ https://help.expensify.com/articles/expensify-classic/articles/expensify-classic https://help.expensify.com/articles/expensify-classic/bank-accounts-and-payments/payments/Pay-Bills,https://help.expensify.com/articles/expensify-classic/bank-accounts-and-payments/payments/Create-and-Pay-Bills https://help.expensify.com/articles/new-expensify/billing-and-subscriptions/add-a-payment-card-and-view-your-subscription,https://help.expensify.com/articles/new-expensify/billing-and-subscriptions/Add-a-payment-card-and-view-your-subscription https://help.expensify.com/articles/new-expensify/billing-and-subscriptions/Billing-page-coming-soon,https://help.expensify.com/articles/new-expensify/billing-and-subscriptions/Billing-page +https://help.expensify.com/articles/expensify-classic/expenses/Apply-Tax,https://help.expensify.com/articles/expensify-classic/workspaces/Track-Taxes https://help.expensify.com/articles/expensify-classic/expenses/The-Expenses-Page,https://help.expensify.com/articles/expensify-classic/expenses/Navigate-the-Expenses-Page https://help.expensify.com/articles/expensify-classic/expenses/Add-expenses-in-bulk,https://help.expensify.com/articles/expensify-classic/expenses/Add-an-expense https://help.expensify.com/articles/expensify-classic/expenses/Track-group-expenses,https://help.expensify.com/articles/expensify-classic/expenses/Add-an-expense @@ -598,4 +599,5 @@ https://help.expensify.com/articles/expensify-classic/expenses/Track-mileage-exp https://help.expensify.com/articles/expensify-classic/expenses/Track-per-diem-expenses,https://help.expensify.com/articles/expensify-classic/expenses/Add-an-expense https://community.expensify.com/discussion/5116/faq-where-can-i-use-the-expensify-card,https://help.expensify.com/articles/new-expensify/expensify-card/Use-your-Expensify-Card#where-can-i-use-my-expensify-card https://help.expensify.com/articles/other/Expensify-Lounge,https://help.expensify.com/Hidden/Expensify-Lounge +https://help.expensify.com/articles/expensify-classic/workspaces/Tax-Tracking,https://help.expensify.com/articles/expensify-classic/workspaces/Track-Taxes https://help.expensify.com/articles/new-expensify/expenses-&-payments/Approve-and-pay-expenses,https://help.expensify.com/articles/new-expensify/expenses-&-payments/Approve-expenses \ No newline at end of file