The Taxes API allow external parties to Create, Read, Update, and Delete a companies tax codes within Pleo.
Tax codes are used to calculate the tax for each expense for proper reporting.
A tax code can be linked to a category (type of spend defined by the user), so all spend classified within this category would have a tax code attached to it. However, a category can have multiple tax codes associated with it, but a default code can be selected for the specific category. This means — when a spender selects a category for the expense, the default code is also selected.
As part of expense review process, before exporting from Pleo, a bookkeeper might change the tax code manually — if the default tax code is incorrect or if the expense needs multiple tax rates according to the line items of the purchase.
Tax Code Object
Object | Type | Description |
|---|---|---|
accountingIntegrationSystem | string | The accounting system used by the customer |
archived | boolean | The flag used to archive or unarchive an account. When set to |
code | string | The accounting system's internal identifier of the tax code |
companyId | string | The Pleo unique identifier of the company the tax code belongs to |
createdAt | string | Date and time the tax code was created
|
Id | string | The unique identifier generated by Pleo for the tax code |
ingoingTaxAccount | string | Ingoing tax account is usually used to account for reverse VAT |
name | string | Name of the tax code
|
outgoingTaxAccount | string | Outgoing tax account usually used to account for reverse VAT |
rate | number | Percentage rate applied for this tax code represented in decimals and not the percentage. e.g. 20% tax rate would be 0.20 |
type | enum | Classification of this tax code |
updatedAt | string | Date and time the tax code was last updated
|