Skip to main content

Documentation Index

Fetch the complete documentation index at: https://pleo-preview.mintlify.app/llms.txt

Use this file to discover all available pages before exploring further.

Tax codes imply the Value Added Tax (VAT) rate applied to an expense. Hence, you must specify the appropriate tax codes that are relevant for your business- this helps to apply the correct tax code to an expense recorded in Pleo.
  • To set up tax codes using the Taxes API, see the Tax Code API.
  • To set up tax codes in the Pleo application, mention the following details in the Settings > Accounting > Setup tab:
    ColumnsDescription
    TypeDefines the specific type allocated to the tax.
    NameA specific name for the tax code.
    CodeAn internal identifier of the ERP/accounting system assigned to the specific tax type.
    Tax rateThe percentage of tax applied to an expense with this specific tax code.