From 08bb345245c0c8181a212d47b748563f8936c62e Mon Sep 17 00:00:00 2001 From: Stephanie Elliott <31225194+stephanieelliott@users.noreply.github.com> Date: Wed, 17 Dec 2025 18:37:44 -1000 Subject: [PATCH 1/2] Update Track-Taxes.md --- .../new-expensify/workspaces/Track-Taxes.md | 45 ++++++++++++++++--- 1 file changed, 40 insertions(+), 5 deletions(-) diff --git a/docs/articles/new-expensify/workspaces/Track-Taxes.md b/docs/articles/new-expensify/workspaces/Track-Taxes.md index 71e7e0e13b92..19aee811db16 100644 --- a/docs/articles/new-expensify/workspaces/Track-Taxes.md +++ b/docs/articles/new-expensify/workspaces/Track-Taxes.md @@ -1,13 +1,12 @@ --- title: Track Taxes description: Set up and manage tax rates in your Expensify workspace for non-USD currencies. -keywords: [New Expensify, tax rates, VAT, GST, expense tax codes, foreign currency taxes, workspace settings] +keywords: [New Expensify, tax rates, VAT, GST, QST, PST, expense tax codes, foreign currency taxes, workspace settings] --- +Workspaces on **Collect** and **Control** plans can add tax rates to track VAT, GST, or other regional taxes. Tax rates are applied by default based on currency, but can also be manually selected per expense. -Workspaces on the **Collect** and **Control** plans can add tax rates to track VAT, GST, or other regional taxes. Tax rates are applied by default based on currency, but can also be manually selected per expense. - -**Note:** Taxes can only be managed manually in workspaces that do **not** use a direct accounting integration (e.g., QuickBooks, Xero, NetSuite). If you’re connected to an integration, tax rates must be managed within that system. +**Note:** You can only manage tax rates directly in Expensify if your workspace does not use a direct accounting integration (like QuickBooks, Xero, or NetSuite). If your workspace is connected to an integration, tax rates must be managed within that system. --- @@ -15,7 +14,7 @@ Workspaces on the **Collect** and **Control** plans can add tax rates to track V To enable tax tracking in a workspace: -1. In the **navigation tabs** (on the left on web, and at the bottom on mobile), click **Workspaces**. +1. In the **navigation tabs** on the left (web) or bottom (mobile), click Workspaces. 2. Click your **workspace name**. 3. Click **More Features**. 4. Under the **Spend** section, toggle on **Taxes**. @@ -73,3 +72,39 @@ To update these defaults: 3. Choose **Workspace Currency Default** or **Foreign Currency Default**. 4. Select the desired tax rate. +# FAQ + +## 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%. + +You can generate a CSV from the Reports page 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 reporting 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 suits you. +- Alternatively, you can apply each specific tax rate by splitting the expense by the applicable costs 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. + +## What should I do if the tax amount for my expense does not show up, or is it showing as a different amount than what I expected? + +In Expensify, tax is *inclusive*, meaning it's already part of the total amount shown. If the tax amount doesn't show up on your receipt or is different from the calculated amount, you can manually type in the correct amount. + +To determine the inclusive tax from a total price that already includes tax, you can use the following formula: + +**Tax amount = (Total price x Tax rate) ÷ (1 + Tax Rate)** + +For example, if an item costs $100 and the tax rate is 20%: +Tax amount = (**$100** x .20) ÷ (1 + .**20**) = **$16.67** +This means the tax amount of $16.67 is included in the total. + +If you are simply trying to calculate the price before tax, you can use the formula: + +**Price before tax = (Total price) ÷ (1 + Tax rate)** From 3cd1d199629391ce58a0cca593c395d72d594a9c Mon Sep 17 00:00:00 2001 From: Stephanie Elliott <31225194+stephanieelliott@users.noreply.github.com> Date: Wed, 17 Dec 2025 18:47:15 -1000 Subject: [PATCH 2/2] Update Track-Taxes.md --- docs/articles/new-expensify/workspaces/Track-Taxes.md | 4 ++-- 1 file changed, 2 insertions(+), 2 deletions(-) diff --git a/docs/articles/new-expensify/workspaces/Track-Taxes.md b/docs/articles/new-expensify/workspaces/Track-Taxes.md index 19aee811db16..0c2f3d281c70 100644 --- a/docs/articles/new-expensify/workspaces/Track-Taxes.md +++ b/docs/articles/new-expensify/workspaces/Track-Taxes.md @@ -6,7 +6,7 @@ keywords: [New Expensify, tax rates, VAT, GST, QST, PST, expense tax codes, fore Workspaces on **Collect** and **Control** plans can add tax rates to track VAT, GST, or other regional taxes. Tax rates are applied by default based on currency, but can also be manually selected per expense. -**Note:** You can only manage tax rates directly in Expensify if your workspace does not use a direct accounting integration (like QuickBooks, Xero, or NetSuite). If your workspace is connected to an integration, tax rates must be managed within that system. +**Note:** If your workspace uses a direct accounting integration (like QuickBooks, Xero, or NetSuite), you must manage tax rates within that system, not in Expensify. --- @@ -93,7 +93,7 @@ If your receipt includes more than one tax rate, there are two ways you can hand You'll have the option to change the tax rate from within the expense as needed. -## What should I do if the tax amount for my expense does not show up, or is it showing as a different amount than what I expected? +## What should I do if the tax amount on my expense is missing or incorrect? In Expensify, tax is *inclusive*, meaning it's already part of the total amount shown. If the tax amount doesn't show up on your receipt or is different from the calculated amount, you can manually type in the correct amount.