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Selecting a tax rate on an expense (beta)

  • Updated

Set the correct Tax rate on each card transaction, reimbursement and invoice line item; see How tax rates work in Weel (beta) for background.

Before you start

  • Weel's structured Tax rate system rolls out separately for card transactions, invoices (bills) and reimbursements, so it may be available for one transaction type but not another yet. If a transaction type still shows a free-text GST amount instead of a Tax rate dropdown, that type hasn't moved onto the new system for your business yet.

Steps

Card transactions

  1. Open the card transaction from the web or mobile app.
  2. Find the Tax rate field on the line item.
  3. Select the rate that matches the purchase, for example 10% GST for a standard taxable purchase, or GST Free for one that isn't.

Reimbursements and invoices

  1. Open the reimbursement or invoice itself, from Reimbursements or Accounts Payable, not from the row in the Transactions list.
    • Opening it from the Transactions list shows a read-only Tax rate field; changes made there won't save back to the reimbursement or bill.
  2. Set the Tax rate field on each line item.

Can't find the right rate?

Only rates set up for your business appear in the dropdown.

  • If your business isn't on an accounting integration, ask your admin to add the rate in Settings > Expense fields.
  • If your business is integrated with Xero, QuickBooks, MYOB, NetSuite, Business Central or Wiise, ask your admin to confirm the rate is active in your accounting software. Weel mirrors it directly.

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