Taxation

Module - Taxation is where the default tax codes are set up for transactions. The end user will not be required to select a tax code for every transaction, and it helps to ensure the appropriate tax codes are used each time.

Your environment has been set up with the appropriate tax codes using the tax template functionality and cannot be edited or deleted. These are the tax rate groups in your environment.

• Allowance set. This group is recognized by the use of a hash symbol in the tax code and is used for cash transactions in CAD that are set up in custom Spend Wizards. For example: QC#GST+Q
• Reimbursement set. This group is recognized by the use of the asterisk in the tax code and is used for cash transactions in CAD that are set up in standard/itinerary Spend Wizards, and Individual Designated Travel Card (IDTC) transactions. The actual tax used for IDTC transactions are picked up based on the location of the transaction. An example of this tax rate group: QC*GST+Q

Transactions that are not in CAD, Department Travel Expense Account (DTEA) transactions, Department Travel Expense Card (DTEC) transactions and manual prepaid transactions use the existing N/A code.