Taxes

If your organization’s location was set as Australia while signing up for Zoho Expense, you will be able to view and apply the set of default taxes that are applicable in Australia, by enabling the tax option. However, you can also create new taxes based on your business needs.

Enable Tax

Once you enable tax, you will be able to apply taxes to your expenses. You can also gain insights of your taxable expenses by generating tax analytics.

To enable tax:

  1. Switch to Admin View.
  2. Click the Gear icon at the top right corner of the page.
    Enable Tax
  3. Go to Taxes under Organization.
    Enable Tax
  4. Mark the Is your business registered for GST? checkbox.
  5. Enter your 11- digit Australian Business Number.
  6. Click Save to enable taxes for your expenses.
  7. If you want to change your Australian Business Number later, click the Gear icon at the top right corner and click Save.
    Enable Tax

Add a New Tax

Once you enable taxes, you can create your taxes in Zoho Expense based on your countryโ€™s tax policies.

To add a new tax:

  1. Switch to Admin View.
  2. Click the Gear icon at the top right side of the page.
    Add a New Tax
  3. Go to Taxes under Organization.
    Add a New Tax
  4. Click the + New Tax button at the top right corner of the page.
    Add a New Tax
  5. Provide the tax name and set the percentage.
  6. Click Save to save your newly added tax.
    Add a New Tax

Add a New Tax Group

For some expenses, multiple taxes may be applied as a tax group. For this purpose, you can club these taxes under a tax group.

To create a tax group:

  1. Switch to Admin View.
  2. Click the Gear icon at the top right corner of the page.
    Add a New Tax Group
  3. Go to Taxes under Organization.
    Add a New Tax Group
  4. Click + New Tax Group at the top right corner of the page.
    Add a New Tax Group
  5. Provide a name for your tax group and select the taxes you would like to add to your tax group.
  6. Click Save to save your newly created tax group. Add a New Tax Group

Edit a Tax

You can edit the existing tax rates based on the changes in the taxation laws of your country. To edit a tax rate:

  1. Switch to Admin View.
  2. Click the Gear icon at the top right corner of the page.
    Edit a Tax
  3. Go to Taxes under Organization.
    Edit a Tax
  4. Click the More icon at the right corner of the tax rate you want to edit.
  5. Click Edit.
    Edit a Tax
  6. Enter the new tax rate under Rate.
  7. Click Save.
    Edit a Tax

Delete a Tax

If youโ€™ve created a tax and later found it unnecessary, you can delete it.

Prerequisite: The tax that you want to delete must not be associated to a tax group.

To delete a tax:

  1. Switch to Admin View.
  2. Click the Gear icon at the top right corner of the page.
    Delete a Tax
  3. Go to Taxes under Organization.
    Delete a Tax
  4. Click the More icon at the right corner of the tax rate you want to delete.
  5. Select Delete.
    Delete a Tax
  6. Click Delete to delete the tax.
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