Setting Up Expense Sheet Options
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Defining the Taxes that will be Applied to Expenses
Tax codes define the different taxes applied to expenses incurred for business activities and purchases.
Tax codes can be configured at:
Administration > Expense Setup > Tax Codes
When you creating a tax code, you will be required to provide:
1. A name for the tax, which will be shown on the users expense sheet
2. The default formula for calculating the tax based on the net amount of the expense (see below)
Understanding the Tax Formula
Each tax code has a tax formula that tells Web TimeSheet how to calculate the tax based on the net
amount of the expense. This formula can be edited at the system level or when the tax is applied to an ex-
pense code. The formula at the expense code level will apply only to that expense code.
You may create a rated tax (calculates the tax as a percentage of the net amount) or a flat tax (adds a flat
amount to the net amount).
When creating your tax formula, use the following operators:
Example 1
The formula for a 7% state sales tax would be entered as $Net*0.07.
Example 2
The formula for a flat tax (such as airport tax) would be entered as 10.00.
Setting Up the Types of Expenses that will be Incurred
Expense codes define the different costs incurred for business activities and purchases.
Expense codes can be configured at:
Administration > Expense Setup > Expense Codes
Operator
Description
+
Add
-
Subtract
*
Multiply
/
Divide
( )
Indicates precedence
$Net
Tag for the net amount, which will be used to calculate
the tax
When entering the tax formula, do not enter a currency symbol. The tax will be calculated in the cur-
rency for the expense itself, and is not necessary in the formula.