Smart tax rates automatically applies the correct tax rate to card transactions and invoices, using receipt data and your previous coding patterns. It splits partially-taxable transactions into taxable and non-taxable line items so the total tax matches the receipt.
Admins need to turn on Smart tax rates in Settings > AI and Automations > Weel AI. Once it's on, it works automatically on invoice upload and extraction, on both the Weel mobile app and the Weel web app.
See How tax rates work in Weel (beta) for an introduction to tax rates.
Why the split is needed
Some receipts, like supermarket ones, only show an invoice total and a total GST amount, with no rate against each item. If the receipt mixes taxable and GST-free items, Weel can't read a rate straight off the page, so it works backwards from those two totals instead.
Common example
A supermarket invoice shows:
- Invoice total: $78.50
- GST on the invoice: $6.52
At 10% GST, a $78.50 total would normally include $7.14 of GST. The invoice shows only $6.52, so part of it must be GST-free.
- Taxable amount = $6.52 × 11 = $71.72
- GST-free amount = $78.50 − $71.72 = $6.78
Weel creates two line items:
- $71.72 at 10% GST (GST: $6.52)
- $6.78 at GST Free
Note: you can review and adjust the split before submitting. See Splitting an expense across multiple tax rates to do this manually.