Configuring Tax Codes

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Classifying Expenses: Tags, Categories, and Tax Codes
Tax Sync Overview
How to Set Up Your Tax Codes (manual setup in the Pleo Web App)

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:

Columns	Description
Type	Defines the specific type allocated to the tax.
Name	A specific name for the tax code.
Code	An internal identifier of the ERP/accounting system assigned to the specific tax type.
Tax rate	The percentage of tax applied to an expense with this specific tax code.

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Configuring Tax Codes