Tax Schedules

Use the Tax Schedules screen to set up tax schedules that you will link to expense types. A tax schedule identifies the tax rates to apply to those expenses.

You must set up tax schedules before you can break out taxes on an expense report.

When you add a new tax schedule, the Rates and Charge Defaults tabs are not available until you click Save to save the new schedule.

Usage of the Tax Schedules Screen

Deltek Expense allows you to record tax information on expenses, set up and maintain tax schedules, determine which expense class types have changeable tax amounts, and determine which expense types contain tax information and amounts.

Use this feature if your company collects tax information on expenses for reimbursement purposes. These taxes can be reimbursed to both the employee and to the company depending on the type of tax. For example, sales tax could be reimbursable to the employee, and VAT tax could be reimbursable to both the employee and the company.

Note: You should set up tax schedules on the Tax Schedules screen before setting up expense report types and before entering expenses.