Steps
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Web On the web: in New expense (or when editing it) turn on «Personal expense». Off, the expense belongs to the company.
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App In the app: in the expense form turn on «This is a personal expense».
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For a personal expense, «The tax is recoverable» no longer counts: its tax doesn’t go into deductible tax.
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Web On the web: Expenses → Reports → «Company & taxes» tab: company and personal expenses, total tax and deductible tax, by month, category and payee. Download it as CSV and PDF («EXPENSES · REPORT»).
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App In the app: in Expense reports, the «Business and personal» card shows Business, Personal, Tax and Deductible tax, with its chart and a CSV.
Related guides
- How do I record a bill from a supplier?
- How do I record an expense?
- What do I record in Expenses and what in Purchases?
- How do I void an expense, and can I delete it?
- How do I fix an expense I already recorded?
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