Some purchases mix taxable and non-taxable items in a single transaction — a supermarket shop is a common example, where groceries are GST-free but household items aren't. When that happens, split the expense into separate line items, each with its own tax rate.
When to split an expense
Split whenever a single receipt or invoice covers items that should be taxed differently. If you only enter one tax rate for the whole purchase, your GST reporting will be off — even if the total amount is correct.
How to split a card transaction, invoice or reimbursement
- Open the transaction, invoice or reimbursement from the web or mobile app
- Click add line item
- For each new line item, set its own tax rate, category, description and custom fields.
- Save when you're done.