Expense | Configuration - Setting Up Tax Rates

Overview

Tax rates can be configured and associated with expense claims to allow accurate tax tracking on reimbursements. Once configured, the Tax field becomes available for employees when creating expense claims (if enabled in Preferences).

Adding a Tax Rate

1. Go to Expense > Configuration > Taxes
2. Click + New Tax
3. Enter the Tax Name (e.g., GST 9%) and the Rate (as a percentage)
4. Click Save

Using Tax Rates on Claims

After adding tax rates, ensure the Tax field is enabled under Configuration > Preferences > Fields Customisation. Employees will then see a Tax dropdown when creating a Single Claim.