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Selecting a tax rate on an expense (beta)

  • Updated

Every card transaction, reimbursement and invoice line item has a Tax rate field. Here's how to set it correctly.

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 from the web or mobile app.
  2. Set the Tax rate field on each line item.

I 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 check the rate is active in your accounting software — Weel mirrors it directly.