Canadian tax support in Zoho Expense

To switch to Canadian edition, users should choose Canada as their country while signing up for Zoho Expense.

Enabling tax for Canadian edition

To enable tax for the Canadian edition of Zoho Expense:

  1. Click the Settings module under the Admin section on the left sidebar.
  2. Go to the Taxes tab and click on the Enable Tax button. Enable Tax

To add tax to your expense, you should select your tax from the Tax drop-down that is present in the expense creation/edit window.

Adding a New Tax

When you newly create a Zoho Expense account, the Taxes tab under the Settings section would be empty. You will have to create your taxes based on your countryโ€™s tax policies.

Tax settings

To add a new tax:

  1. Click the Settings module under the Admin section on the left sidebar.
  2. Go to the Taxes tab and click on the + New Tax button.
  3. You will see a new pop-up window where you can provide a name for your tax and set the percentage.
  4. Select the appropriate tax agency as per your state’s tax requirements.
  5. If your new tax is a compound tax, you can choose it by checking the appropriate option provided in the window. This tax is calculated on top of the compound tax.
  6. Click Save to add your newly created tax. Creating new tax - Canada

Adding a New Tax Group

It is customary in some countries to club some taxes under a common head. In such cases you will have to create a Tax Group which will fulfill this regulatory requirement.

To create a new tax group:

  1. Click the Settings module under the Admin section on the left sidebar.
  2. Go to the Taxes tab and click on the + New Tax Group button.
  3. You will see a window with the list of available taxes created under the Taxes tab.
  4. Provide a name for your tax group and check the taxes which you would like to add to your newly created tax group.
  5. Click Save to save your newly created tax group. Adding New Tax Group

Adding a New Tax Agency

In Canada, different provinces file their taxes under different tax agencies. To help users configure this, Zoho Expenses allows them to create tax agencies and associate them while creating taxes.

To create a new tax agency:

  1. Click the Settings module under the Admin section on the left sidebar.
  2. Go to the Taxes tab.
  3. Click on the + New Tax drop-down and select + New Tax Agency.
  4. Enter the name of the tax agency, and fill other particulars like registration number and description.
  5. Click on the Save button to save your newly created tax agency. Creating new tax agency - Canada
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