You can apply VAT in Pleo by creating a tax code and attaching it to a specific category.

Finding your tax codes

  • Click on your profile image in the lower left hand corner and select Settings
  • From the menu option, select Accounting
  • Choose your accounting system
  • In the tax code table, add all the standard VAT rates.
  • Head to the Categories tab and assign a tax code to each category

If you are using an accounting integration

  • You will not have the tax table above (except for Swedish accounting systems)
  • Simply select the Categories tab under the Accounting menu
  • Assign a category and the tax rules will be set by your accounting system

Once the VAT rate is added to a category, all expenses with that category will have that VAT code attached. You can always amend each expense individually in the export stage if needed.

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