Automatically Code International Tax from Receipts
Ramp now helps automate tax code selection for NetSuite, QuickBooks Online, Sage Intacct, and Universal CSV (UCSV) users by analyzing receipts submitted for transactions. This feature uses OCR (Optical Character Recognition) to extract relevant tax details, improving accounting accuracy and saving time.
How automated tax coding works
Ramp's system reviews uploaded receipts to extract tax information and determine the correct tax code. Based on the quality and clarity of the receipt, Ramp assigns a confidence level:
- 🟢 Green badge = High confidence automation
- 🟡 Yellow badge = Reasonable confidence automation
- ⚪ No badge = Tax is either not present on the receipt or cannot automated due to low confidence
Note: You can still manually select or override a tax code and amount if needed.
Criteria for automating a tax code
Ramp verifies the following four elements from the receipt. The more elements confirmed, the higher the automation confidence:
- Tax amount clearly broken out The tax is itemized separately from the subtotal and total.
- Vendor location identified The receipt includes enough detail to determine the jurisdiction.
- Explicit tax type listed Example: “GST”, “HST”, “PST” is clearly written on the receipt.
- Tax rate and amount match jurisdictional expectations Ramp checks whether the tax rate and amount make sense for the vendor’s location.
Example scenarios
Receipt Condition
Badge Shown
Automation Level
Examples
All 4 criteria met: vendor in Ontario, shows HST, 13%, amount matches expectation
🟢 Green
Fully automated
Only vendor and tax type identified
🟡 Yellow
Fully automated, recommend review by accountant
Tax is missing or unclear
No badge
Manual entry required
NA
| Receipt Condition | Badge Shown | Automation Level | Examples |
|---|---|---|---|
| All 4 criteria met: vendor in Ontario, shows HST, 13%, amount matches expectation | 🟢 Green | Fully automated | |
| Only vendor and tax type identified | 🟡 Yellow | Fully automated, recommend review by accountant | |
| Tax is missing or unclear | No badge | Manual entry required | NA |
Supported integrations
Automated tax coding is currently available for:
- QuickBooks Online
- NetSuite
- Sage Intacct
- Universal CSV (UCSV)
We plan to expand support to other accounting systems in the future.
Frequently asked questions
Can I override an automated tax code?
Yes. You can manually select a different tax code at any time, regardless of the badge color.
What if my receipt is missing tax info?
Ramp will not apply a tax code unless it meets the minimum confidence threshold. In these cases, no badge will appear.