Overview

The Taxes API allow external parties to Create, Read, Update, and Delete a companies tax codes within Pleo.

Tax codes are used to calculate the tax for each expense for proper reporting.

A tax code can be linked to a category (type of spend defined by the user), so all spend classified within this category would have a tax code attached to it. However, a category can have multiple tax codes associated with it, but a default code can be selected for the specific category. This means — when a spender selects a category for the expense, the default code is also selected.

As part of expense review process, before exporting from Pleo, a bookkeeper might change the tax code manually — if the default tax code is incorrect or if the expense needs multiple tax rates according to the line items of the purchase.

Tax Code Object

Object	Type	Description
accountingIntegrationSystem	string	The accounting system used by the customer
archived	boolean	The flag used to archive or unarchive an account. When set to true, account is not visible or usable on the platform.
code	string	The accounting system’s internal identifier of the tax code
companyId	string	The Pleo unique identifier of the company the tax code belongs to
createdAt	string	Date and time the tax code was created Format: YYYY-MM-DDTHH:mi:ssZ
Id	string	The unique identifier generated by Pleo for the tax code
ingoingTaxAccount	string	Ingoing tax account is usually used to account for reverse VAT
name	string	Name of the tax code Example: Standard (20%)
outgoingTaxAccount	string	Outgoing tax account usually used to account for reverse VAT
rate	number	Percentage rate applied for this tax code represented in decimals and not the percentage. e.g. 20% tax rate would be 0.20
type	enum	Classification of this tax code inclusive exclusive reverse
updatedAt	string	Date and time the tax code was last updated Format: YYYY-MM-DDTHH:mi:ssZ