Tax rates automation

You can configure whether categories or receipts data should drive VAT/Tax on your Pleo expenses.

In Pleo, access Settings
Click Accounting
Navigate to Categories
Toggle switch Apply tax rates from receipts
- turned on, the system will read receipts
- turned off, the system will use the default rate from your accounting setup

Good to know:

Changes only affect new expenses or ones that haven't been exported yet.
Learn more about the automatic tax split to manage expenses with different VAT rates.

What to do if my tax rate doesn't match expectations?

Check if tax automation is enabled in your settings.
Verify your source of truth - is the tax rate taken from the receipt or the category?
Review the receipt image to confirm the tax rate shown.
Verify your category settings to ensure the default tax codes are accurate.
Contact our support team if needed.