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Tax codes imply the Value Added Tax (VAT) rate applied to an expense. Hence, you must specify the appropriate tax codes that are relevant for your business- this helps to apply the correct tax code to an expense recorded in Pleo.
  • To set up tax codes using the Taxes API, see the Tax Code API.
  • To set up tax codes in the Pleo application, mention the following details in the Settings > Accounting > Setup tab:
    ColumnsDescription
    TypeDefines the specific type allocated to the tax.
    NameA specific name for the tax code.
    CodeAn internal identifier of the ERP/accounting system assigned to the specific tax type.
    Tax rateThe percentage of tax applied to an expense with this specific tax code.