> For the complete documentation index, see [llms.txt](https://knowledge.rollcredits.io/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://knowledge.rollcredits.io/company/tax-incentives.md).

# Track tax incentives

See a production's spend grouped by your tax incentive fields, set a rebate percentage for each value, and export the tax report.

The Tax Incentive Tracking page totals spend on the production you have open by your tax incentive fields and works out each value's rebate. Open it from **Company > Tax Incentives** in the sidebar, which shows it to Owners and Super Admins.

{% hint style="info" %}
**Company > Tax Incentives** appears once your company has a custom field on the **Transaction Categories** tab of **Company > Custom Fields**. If your production uses a chart of accounts, that tab is **Transaction Accounts**, and this page adds up account lines instead of category lines.
{% endhint %}

## Set up a field for tax incentives

Until a field is set up and used, the page shows **Nothing to see here yet...**.

1. On **Company > Custom Fields** (or from the page's **Custom Fields** link), turn on **Enable for Tax Incentives Aggregation?** for a Text or Dropdown field on the **Transaction Categories** or **Transaction Accounts** tab. See [Set up custom fields](/company/custom-fields.md).
2. Fill in that field on your transactions' category or account lines. See [Code transactions](/transactions/transactions/code-transactions.md).

## Read the tables

Each field turned on for tax incentives and used on at least one line gets its own table, in alphabetical order. The first column, headed with the field's name in capitals, lists each value used on the production's lines. The other columns are:

* **Total**: the sum of the line amounts with that value.
* **Rebate %**: the rate you set for that value.
* **Rebate Amount**: **Total** times **Rebate %**, rounded down to the cent. It's $0.00 until you set a rate.

The top row of each table adds up **Total** and **Rebate Amount**.

Lines with the field left empty aren't counted. Values must match exactly, so Text values typed differently, even only in capital letters, get separate rows.

The fields are company-wide, but the totals and rates belong to the production you have open. To see another production, [switch to it](/getting-started/switch-projects.md).

## Set a rebate percentage

1. Select the **Rebate %** cell on the value's row.
2. Type the percentage, such as 25 for 25%. You can use up to two decimal places.
3. Press Enter or select another cell.

The rate saves right away and **Rebate Amount** updates. Clearing the cell saves 0%.

{% hint style="warning" %}
Rates are saved by the field's name and the value. If you rename the field, enter its rates again.
{% endhint %}

## Export the tax report

Select **Export Tax Report** to download an Excel file with two sheets:

* **Tax Data**: each category or account line, with **Vendor**, **Amount** and a column for each tax incentive field.
* **Tax Summary**: each field's values with their **SUM of Amount**, and a **Grand Total**.

The export leaves out **Rebate %** and **Rebate Amount**, and it needs at least one field turned on for tax incentives.


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