[Payment Due 08/23][$250] [Track Tax] Add the ability to configure tax rates on distance rates in NewDot

[trjExpensify]

Coming from here.
Figma here.

Problem

International customers tracking tax on distance expenses are forced to use OldDot to configure their settings. This leads to them not being suitable to migrate to NewDot. In turn, prevents us from achieving full reunification for all collect workspaces.

Why is this important?

We can't migrate these workspaces otherwise. We're already building the ability to see tax rates applied to distance expenses in NewDot, so we need to ensure that's configurable in the workspace settings as well for complete feature parity.

Solution

1. Add a Track Tax toggle to the Workspace > Distance rates > Settings page

• The toggle should be greyed out and locked if the Taxes feature isn't enabled.
• If Taxes are enabled the Track Tax toggled it's greyed out by default, but can freely be enabled at that point.
• If an admin disables Taxes on the workspace, Track tax on Distance rates should get disabled as well.

2. When the Track Tax toggle is enabled, add two push rows for Tax rate and Tax reclaimable on within the RHP page of each individual distance rate in the Distance rates table.

• The two push rows should be hidden when Track Tax is disabled
• When revealed, the values should be blank by default
• If an admin configures a rate/reclaimable portion, and then disables Track Tax or Taxes on the workspace, the two rows should be hidden.
• If an admin configures a rate/reclaimable portion > disables Track Tax > re-enables Track Tax the rate selection/reclaimable portion values should be remembered when revealed again. (Similar to how we don't blow away your categories or tags lists if you toggle Categories / Tags off/on).

3. The Tax rate push row should push to a page that uses the standard SelectList component and contains a list of all the tax rates added to the workspace (this should basically be the same list as seen on an expense).

4. The Tax reclaimable on push row should push to a page that uses the BNP to enter the reclaimable portion

• There should be no currency selector on the BNP here though. The currency matches the workspace's reportOutputCurrency.
• The maximum amount that can be entered is the value of the distance rate. E.g distance rate = £0.30, reclaimable portion maxLimit = £0.30. If an admin enters a value higher than that, we'll show an error message onPress of the Save confirmation button:

CC: @Expensify/design

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• nkdengineer | Contributor | 0

Issue Owner

Current Issue Owner: @trjExpensify

[melvin-bot]

Current assignee @trjExpensify is eligible for the NewFeature assigner, not assigning anyone new.

[shawnborton]

Looks good! Only minor comment - do we want to get rid of these right carets on the table rows? Not sure if that is already being handled or not, but if so, let's update the mocks.

[shawnborton]

I assume most people who use this feature know what "Tax reclaimable on" means? I don't quite know what it should mean, but I assume it just means you can claim tax up to a certain amount or something like that? All that's to say is, this one might benefit from some hint/explainer text.

[dannymcclain]

Looks good! Only minor comment - do we want to get rid of these right carets on the table rows? Not sure if that is already being handled or not, but if so, let's update the mocks.

Was just about to say the same thing! I think we're moving towards getting rid of the carets in all of these tables, so we might as well start here. I'm happy to jump in and update the mocks if need be.

[trjExpensify]

Looks good! Only minor comment - do we want to get rid of these right carets on the table rows? Not sure if that is already being handled or not, but if so, let's update the mocks.
Was just about to say the same thing! I think we're moving towards getting rid of the carets in all of these tables, so we might as well start here. I'm happy to jump in and update the mocks if need be.

Yeah, cool. I don't think we have an issue for that yet. So we should probably spin one up!

I assume most people who use this feature know what "Tax reclaimable on" means? I don't quite know what it should mean, but I assume it just means you can claim tax up to a certain amount or something like that? All that's to say is, this one might benefit from some hint/explainer text.

Yeah, they will haha. It's the same label name as OldDot for this feature as well, I kept it consistent. But yeah, this is the portion of the distance rate amount that is eligible to have tax reclaimed on. The TL;DR

• You pay back an employee a mileage rate set by HMRC which covers both fuel and wear and tear. I.e £0.45 / mile
• As a business, you can only reclaim the VAT on the portion of that rate that covers fuel i.e £0.13 / mile
• The reclaimable portion pertaining to fuel differs based on things like engine size, fuel type, miles travelled per annum and other bollocks set by HMRC and reviewed (I think) quarterly.
• So we can't just apply X% tax rate to the whole mileage expense amount like a "normal" expense and call it a day. We have to let the business enter the amount of the rate that is eligible to reclaim tax on, and then do the calculation based on that.