Before your team can select tax rates on expenses, an admin needs to make sure the right rates are available. How you do this depends on whether your business has an accounting integration connected.
If you have an accounting integration (Xero, QuickBooks, MYOB, NetSuite, Business Central or Wiise)
Your tax rates sync automatically as soon as your integration is connected. Weel mirrors your accounting software exactly — it won't create rates you haven't set up, and you can't override a synced rate inside Weel.
To add, edit or retire a rate, make the change in your accounting software — it will sync through to Weel. To see which rates are currently synced, go to Settings > Expense fields.
If you don't have an accounting integration
- Go to
Settings > Expense fields. - Select Add tax to create a new rate. Give it a name (for example, “10% GST”) and the rate itself.
- Use the edit option next to any rate to update its name or percentage.
- Remove a rate your business no longer uses in the same menu.
Confirm the exact default rates (if any) seeded for new unintegrated businesses, and the precise label of the "Add tax" action, against the current Settings build before publishing.