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Managing tax groups for your organization

This article covers how to add, enable and disable tax groups in your organization.

T
Written by Tanvi Telang
Updated this week

You can add tax groups for your organization. Employees can choose the relevant tax group while creating expenses and it will be added to their expense forms.

Add, enable or disable tax groups

  1. Navigate to Admin Settings > Expenses > Taxes.

  2. Click on the Add Tax Group button.

  3. In the pop-up box that appears, enter a name and percentage for your tax group.

  4. Click on Add Tax Group to save.

  5. To modify a tax group, you can click on it, make the required changes and click Update Tax Group to save.

  6. To Enable or Disable a tax group, you can use the toggle buttons beside it. To enable a tax group, toggle it to Yes. To disable a tax group, toggle it to No.

Rename the tax group field

In the Tax Fields section, add the field name for tax groups. The field name is the name for the field that employees will see on their employee forms. Click on Save.

Once the field name and tax groups are set, employees will be able to view and select them in their expense forms while filling in expense details.

Disable the tax groups feature

If you want to disable the tax groups feature altogether, click on the Disable button at the top of your screen. Once the feature is disabled, employees will no longer see it on their expense forms.

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