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