From 771611147a3d2df5f3ed3a41df43dee5d927ef80 Mon Sep 17 00:00:00 2001 From: Sasha Kluger Date: Thu, 3 Oct 2024 22:26:27 -0700 Subject: [PATCH] Fixed formatting and corrected plan availability info There were some formatting inconsistencies - I fixed them according to the style guide here: https://stackoverflowteams.com/c/expensify/questions/17353 Also, tax tracking is available on Collect and Control plans, so I updated the doc accordingly. --- .../articles/new-expensify/workspaces/Track-taxes.md | 12 +++++------- 1 file changed, 5 insertions(+), 7 deletions(-) diff --git a/docs/articles/new-expensify/workspaces/Track-taxes.md b/docs/articles/new-expensify/workspaces/Track-taxes.md index fb4077679350..a8ea82873b9e 100644 --- a/docs/articles/new-expensify/workspaces/Track-taxes.md +++ b/docs/articles/new-expensify/workspaces/Track-taxes.md @@ -4,15 +4,13 @@ description: Set up tax rates in your Expensify workspace ---
-# Track taxes - Each Expensify workspace can be configured with one or more tax rates. Once tax rates are enabled on your workspace, all expenses will have a default tax rate applied based on the currency, and employees will be able to select the correct tax rate for each expense. -Tax rates are only available on the Control plan. Collect plan users will need to upgrade to Control for access to tag tax codes. +Tax rates are available on Collect and Control plans. -## Enable taxes on a workspace +# Enable taxes on a workspace -Tax codes are only available on the Control plan. Taxes can be enabled on any workspace where the default currency is not USD. Please note that if you have a direct accounting integration, tax rates will be managed through the integration and cannot be manually enabled or disabled using the instructions below. +Taxes can be enabled on any workspace where the default currency is not USD. Please note that if you have a direct accounting integration, tax rates will be managed through the integration and cannot be manually enabled or disabled using the instructions below. **To enable taxes on your workspace:** @@ -24,7 +22,7 @@ Tax codes are only available on the Control plan. Taxes can be enabled on any wo After toggling on taxes, you will see a new **Taxes** option in the left menu. -## Manually add, delete, or edit tax rates +# Manually add, delete, or edit tax rates **To manually add a tax rate:** @@ -53,7 +51,7 @@ Please note: The workspace currency default rate cannot be deleted or disabled. Please note: The workspace currency default rate cannot be deleted or disabled. -## Change the default tax rates +# Change the default tax rates After enabling taxes in your workspace, you can set two default rates: