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How do I Set Up Taxes in Clio?

Objective:

  • Apply a Tax to my invoices
  • Charge Taxes through Clio
  • HST
  • Add Tax and VAT to Account

Environment:

  • Clio Manage

Additional Information:

  • Clio supports up to two taxes on a Bill.

Procedure:

  1. Click on Settings
  2. Click on Billing
  3. Under Primary Tax Name enter a name for the tax as it will appear on an Invoice
  4. Under Primary Tax Rate enter the percentage of the tax
  5. If you want to apply a Secondary Tax:
    1. Under the Secondary Tax Name enter a name for the tax as it will appear on an Invoice
    2. Under Secondary Tax Rate enter the percentage of the tax
    3. Set the Secondary Tax Rule
    4. Enable the Apply secondary tax checkbox
  6. Click Save Bill Settings

 

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