Tax of Expense Mapping

Audience: Admin
Type: Reference

Reference

For system behavior and rules, see
SmartBooks Documentation – Section 3: SmartBooks Settings

Purpose

Tax of Expense Mapping defines how tax applied on expenses is recorded in accounting accounts.

This mapping ensures expense tax amounts are posted to the correct accounts and appear correctly in reports.

How to Access

1. Go to SmartBooks

2. Click Settings

3. Open Mapping Setup

4. Select Tax of Expense Mapping

URL format:
https://app.thulo.com/{tenantname}/ps/admin/accounting/setting/mapping-setup

What Tax of Expense Mapping Does

This mapping connects:

• Expense-related tax

• The accounting account used to record that tax

When tax is applied to an expense, SmartBooks uses this mapping to determine where the tax amount is posted.

Configuring Tax of Expense Mapping

To configure expense tax mapping:

1. Open Tax of Expense Mapping

2. Select the Tax

3. Select the Account for recording the tax amount

4. Save the mapping

The mapping is applied automatically to future expense records.

Updating Expense Tax Mapping

You may need to update this mapping when:

• New expense taxes are added

• Accounting structure changes

• Tax accounts are updated

Changes affect future expense records only.

Important Notes

• This mapping applies only to expense-related taxes

• Incorrect mapping can affect expense and tax reports

• Existing expense records are not recalculated

• SmartBooks records tax amounts but does not handle tax filing

When to Configure This

• During initial SmartBooks setup

• Before recording expenses with tax

• When modifying tax-related accounts

Related Articles

• Create tax mapping setup

• Chart of Accounts

• Create Expense Category Mapping

• Automatic Expense Mapping

End of Article