From 3f9c311ef0dbe594f3d41bc2f9a338a83479caad Mon Sep 17 00:00:00 2001 From: greg-schroeder Date: Sun, 17 Nov 2024 22:32:46 -0800 Subject: [PATCH] Update Tax-Tracking.md to reflect "workspace" in lieu of "policy" --- docs/articles/expensify-classic/workspaces/Tax-Tracking.md | 4 ++-- 1 file changed, 2 insertions(+), 2 deletions(-) diff --git a/docs/articles/expensify-classic/workspaces/Tax-Tracking.md b/docs/articles/expensify-classic/workspaces/Tax-Tracking.md index 7b859c5101b1..c47e5ed51f32 100644 --- a/docs/articles/expensify-classic/workspaces/Tax-Tracking.md +++ b/docs/articles/expensify-classic/workspaces/Tax-Tracking.md @@ -11,9 +11,9 @@ Expensify’s tax tracking feature allows you to: # How to Enable Tax Tracking Tax tracking can be enabled in the Tax section of the Workspace settings of any Workspace, whether group or individual. ## If Connected to an Accounting Integration -If your group Workspace is connected to Xero, QuickBooks Online, Sage Intacct, or NetSuite, make sure to first enable tax via the connection configuration page (Settings > Policies > Group > [Workspace Name] > Connections > Configure) and then sync the connection. Your tax rates will be imported from the accounting system and indicated by its logo. +If your group Workspace is connected to Xero, QuickBooks Online, Sage Intacct, or NetSuite, make sure to first enable tax via the connection configuration page (Settings > Workspaces > Group > [Workspace Name] > Connections > Configure) and then sync the connection. Your tax rates will be imported from the accounting system and indicated by its logo. ## Not Connected to an Accounting Integration -If your Workspace is not connected to an accounting system, go to Settings > Policies > Group > [Workspace Name] > Tax to enable tax. +If your Workspace is not connected to an accounting system, go to Settings > Workspaces > Group > [Workspace Name] > Tax to enable tax. # Tracking Tax by Expense Category To set a different tax rate for a specific expense type in the Workspace currency, go to Settings > Workspaces > Group > [Workspace Name] > Categories page. Click "Edit Rules" next to the desired category and set the "Category default tax". This will be applied to new expenses, overriding the default Workspace currency tax rate.