Split tax rates on expenses

Automatic tax split

If you are on our Advanced or Beyond plan, your expenses will automatically be split if different tax rates apply (except for Spain). The only thing you need to do is review and approve the expense.

The automation only works:

• For any new expenses or invoices added
• If a receipt has been uploaded

Turn off the automatic tax rate split?

1. Go to Settings
2. Click Accounting
3. Untick the box in front of Automatically split tax rates

Manual tax split

To manually split an expense:

1. Go to Export
2. Select an expense from the list
3. Click Split expense
4. Add the amounts, the accounts, the tax codes and projects for the different lines

Users can also manually split expenses in the mobile Pleo App by adding multiple tags to a single expense. Users are not able to add different categories or tax codes.