From 738d863af6483e386dbc26c2af87fd45bb664e00 Mon Sep 17 00:00:00 2001 From: Jason Li <30815269+jliexpensify@users.noreply.github.com> Date: Tue, 26 Sep 2023 17:09:10 +1000 Subject: [PATCH 1/6] Create Applying Tax to Expenses.md Created this doc as part of the Help site rewrites --- .../get-paid-back/Applying Tax to Expenses.md | 29 +++++++++++++++++++ 1 file changed, 29 insertions(+) create mode 100644 docs/articles/expensify-classic/get-paid-back/Applying Tax to Expenses.md diff --git a/docs/articles/expensify-classic/get-paid-back/Applying Tax to Expenses.md b/docs/articles/expensify-classic/get-paid-back/Applying Tax to Expenses.md new file mode 100644 index 000000000000..db2eb110b3a1 --- /dev/null +++ b/docs/articles/expensify-classic/get-paid-back/Applying Tax to Expenses.md @@ -0,0 +1,29 @@ + + +# 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 Policy, the default tax rate is selected under **Settings > Policies > _Policy Name_ > Tax**, with the default tax rate applied to all expenses automatically. + +There may be multiple tax rates set up within your Policy, 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. + + +# FAQ + +## 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. + From 0b72c44e4de3a8c4955d395c85a9f39b1029cdfa Mon Sep 17 00:00:00 2001 From: Jason Li <30815269+jliexpensify@users.noreply.github.com> Date: Tue, 26 Sep 2023 17:15:44 +1000 Subject: [PATCH 2/6] Add apply tax page text --- .../{Applying Tax to Expenses.md => expenses /Apply-Tax.md} | 0 1 file changed, 0 insertions(+), 0 deletions(-) rename docs/articles/expensify-classic/get-paid-back/{Applying Tax to Expenses.md => expenses /Apply-Tax.md} (100%) diff --git a/docs/articles/expensify-classic/get-paid-back/Applying Tax to Expenses.md b/docs/articles/expensify-classic/get-paid-back/expenses /Apply-Tax.md similarity index 100% rename from docs/articles/expensify-classic/get-paid-back/Applying Tax to Expenses.md rename to docs/articles/expensify-classic/get-paid-back/expenses /Apply-Tax.md From 08a1ef480a5108868c83c8119109243a828b7db0 Mon Sep 17 00:00:00 2001 From: Jason Li <30815269+jliexpensify@users.noreply.github.com> Date: Tue, 26 Sep 2023 17:18:38 +1000 Subject: [PATCH 3/6] Update Apply-Tax.md --- .../get-paid-back/expenses/Apply-Tax.md | 33 +++++++++++++++++-- 1 file changed, 31 insertions(+), 2 deletions(-) diff --git a/docs/articles/expensify-classic/get-paid-back/expenses/Apply-Tax.md b/docs/articles/expensify-classic/get-paid-back/expenses/Apply-Tax.md index 36e0a2194d24..41d4bf0b8105 100644 --- a/docs/articles/expensify-classic/get-paid-back/expenses/Apply-Tax.md +++ b/docs/articles/expensify-classic/get-paid-back/expenses/Apply-Tax.md @@ -1,5 +1,34 @@ --- title: Apply Tax -description: Apply Tax +description: This is article shows you how to apply taxes to your expenses! --- -## Resource Coming Soon! + + + +# 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 Policy, the default tax rate is selected under **Settings > Policies > _Policy Name_ > Tax**, with the default tax rate applied to all expenses automatically. + +There may be multiple tax rates set up within your Policy, 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. + + +# FAQ + +## 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. + From 919cc3231a27cae4bce37de31a9038338d2f6e1f Mon Sep 17 00:00:00 2001 From: Jason Li <30815269+jliexpensify@users.noreply.github.com> Date: Tue, 26 Sep 2023 17:20:02 +1000 Subject: [PATCH 4/6] Delete docs/articles/expensify-classic/get-paid-back/expenses /Apply-Tax.md --- .../get-paid-back/expenses /Apply-Tax.md | 29 ------------------- 1 file changed, 29 deletions(-) delete mode 100644 docs/articles/expensify-classic/get-paid-back/expenses /Apply-Tax.md diff --git a/docs/articles/expensify-classic/get-paid-back/expenses /Apply-Tax.md b/docs/articles/expensify-classic/get-paid-back/expenses /Apply-Tax.md deleted file mode 100644 index db2eb110b3a1..000000000000 --- a/docs/articles/expensify-classic/get-paid-back/expenses /Apply-Tax.md +++ /dev/null @@ -1,29 +0,0 @@ - - -# 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 Policy, the default tax rate is selected under **Settings > Policies > _Policy Name_ > Tax**, with the default tax rate applied to all expenses automatically. - -There may be multiple tax rates set up within your Policy, 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. - - -# FAQ - -## 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. - From cb11ad1b9ef7df63e0de9ca93a7e69581105be0b Mon Sep 17 00:00:00 2001 From: Jason Li <30815269+jliexpensify@users.noreply.github.com> Date: Tue, 26 Sep 2023 18:10:02 +1000 Subject: [PATCH 5/6] Update Apply-Tax.md --- .../expensify-classic/get-paid-back/expenses/Apply-Tax.md | 4 ++++ 1 file changed, 4 insertions(+) diff --git a/docs/articles/expensify-classic/get-paid-back/expenses/Apply-Tax.md b/docs/articles/expensify-classic/get-paid-back/expenses/Apply-Tax.md index 41d4bf0b8105..d33ffa0c9ebf 100644 --- a/docs/articles/expensify-classic/get-paid-back/expenses/Apply-Tax.md +++ b/docs/articles/expensify-classic/get-paid-back/expenses/Apply-Tax.md @@ -22,13 +22,17 @@ If the tax amount on your receipt is different to the calculated amount or the t ## 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. From 0eccc99e8a1f50a0d591980fecee745c0bfde96d Mon Sep 17 00:00:00 2001 From: Jason Li <30815269+jliexpensify@users.noreply.github.com> Date: Thu, 28 Sep 2023 17:22:27 +1000 Subject: [PATCH 6/6] Update Apply-Tax.md --- .../expensify-classic/get-paid-back/expenses/Apply-Tax.md | 5 +++-- 1 file changed, 3 insertions(+), 2 deletions(-) diff --git a/docs/articles/expensify-classic/get-paid-back/expenses/Apply-Tax.md b/docs/articles/expensify-classic/get-paid-back/expenses/Apply-Tax.md index d33ffa0c9ebf..b5f5ec8be048 100644 --- a/docs/articles/expensify-classic/get-paid-back/expenses/Apply-Tax.md +++ b/docs/articles/expensify-classic/get-paid-back/expenses/Apply-Tax.md @@ -12,9 +12,10 @@ There are two types of tax in Expensify: Simple Tax (i.e. one tax rate) and Comp # How-to Apply Tax -When Tax Tracking is enabled on a Policy, the default tax rate is selected under **Settings > Policies > _Policy Name_ > Tax**, with the default tax rate applied to all expenses automatically. +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. -There may be multiple tax rates set up within your Policy, 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.