Hi, as a non profit, we are exempt from state sales tax. It would be great if Ramp could identify state sales tax on receipts and code that amount to a specific GL code so we could eliminate manual intervention. Right now it is a manual process. Cecilia
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I wish that I could upvote this with more than just one like. It would be amazing if Ramp could use its AI for this task. I want to say it one of the webinars I attended it was mentioned that the AI could do this for alcohol so it doesn’t seem like too much of a stretch to apply it to sales tax. Thanks for bringing this up, Cecilia!
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I think this is a great idea! My assistant and I were just talking about how she was going to have to go through each invoice in Ramp to see if there was sales tax so we can get a reimbursement for it form the state.
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Hi, @ceciliac @mpaul @cmessmer - thank you for the feedback!
Sounds like this could be a helpful feature. I just submitted it as a formal product request. I will keep you updated if I hear from the team!
In the meantime, I encourage anyone else who agrees to upvote & comment on this thread.
Thank you,
Charlotte
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For Canadian customers this is not a fringe use case like in the US where only non-profits are eligible to recover state taxes. In Canada because of the way the GST/HST and ITC work together, every business is able to recover GST/HST paid on accounts payable, or any credit card transaction, so this is a must-have criteria for processing expenses for Canadian entities.
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@adam fyi this is for US non-profit sector, but the concept is pretty much the same as for the Canada GST/HST topic.
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Upvote here! We try to put the exemption form in all cardholders hands, but there are many instances when it’s not used or the vendor fights it. Would be great to run a report that pulls the values so we can submit the refund claim to the state.
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Is there any update to this request?
Could the AI Agent be taught to identify sales tax and charge out to specific account?
Hi Cecilia, hope you’ve been well! 
The policy agent can detect sales tax on receipts and flag transactions for review when that’s part of your policy. It doesn’t yet support automatically coding sales tax to a specific account, but our team is aware of this feedback. Our Accounting team is still actively exploring ways to support more granular tax coding in a way that works reliably across the platform (without messing up other parts of customer workflows). We know that this is an important request, especially for nonprofits, and it remains a priority area of investigation, but we do not have a timeline to share yet.
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Hi Charlotte, I looked more carefully and you are right. The AI agent is identifying sales tax and the amount, too!! Excellent
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Hi Charlotte, our company is looking at having the sales tax be automatically split for credit card transactions. Is that a function that can automatically occur like an automatic split?
I have seen that Ramp does have this in the works, but the roll-out was pushed back, so no info on when this might get picked back up & slated for roll-out. From what I saw, it could read the tax & input it on a separate column & report on the stats. While there wasn’t an option for it to separate out that in a split coded line, it would allow the data to be exported! Hoping they can get this back on the roadmap & rolled out soon!
Upvote here! That would be a huge benefit for us both on the credit card and Bill Pay side
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Just to add another use case. In Texas, our remodel projects are taxed at the customer level. So, a material receipt from Home Depot needs to separate the tax to a different GL so we can take the credit at the end of the month when filing with the state.
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Hi all! Great news here - we’ll have something for splitting out the tax field later this month!
@Clark_Broom - this is great feedback about tying it to a specific GL account. If you have any additional context that would be helpful for the Product team, feel free to share it here.