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.

Enable Taxes in a Workspace

To enable tax tracking in a workspace:

1. In the left-hand navigation bar (LHB), click Workspaces.
2. Click your workspace name.
3. Click More Features.
4. Under the Spend section, toggle on Taxes.

Once enabled, a new Taxes section will appear in the left-hand menu.

Note: Taxes can only be enabled in workspaces where the default currency is not USD.

Add, Edit, or Delete Tax Rates

Once the Taxes feature is enabled, you can create and manage tax rates.

Add a Tax Rate

1. Go to Workspaces > [Workspace Name] > Taxes.
2. Click Add Rate in the top-right corner.
3. Enter a Name, Value, and Tax Code.
4. Click Save.

Edit, Make Inactive, or Delete a Single Tax Rate

1. Click the tax rate you want to edit.
2. Use the toggle to make it active or inactive, then click Save.
3. To edit the name, value, or code, click the field, make changes, and Save.
4. To permanently remove the rate, click Delete.

Note: The workspace default currency tax rate cannot be removed or made inactive.

Bulk Edit or Delete Tax Rates

1. On the Taxes page, select the checkboxes next to the rates you want to modify.
2. Click X selected in the top-right menu.
3. Choose one of the following actions:
   • Enable Rates – Mark selected rates as active.
   • Disable Rates – Mark selected rates as inactive.
   • Delete Rates – Permanently remove selected tax rates.

Note: The workspace’s default tax rate must remain active and cannot be removed.

Change Default Tax Rates

You can set separate default tax rates for:

• Workspace Currency – Used for expenses in the workspace’s default currency.
• Foreign Currency – Used for expenses in any other currency.

To update these defaults:

1. Go to Workspaces > [Workspace Name] > Taxes.
2. Click Settings in the top-right.
3. Choose Workspace Currency Default or Foreign Currency Default.
4. Select the desired tax rate.