KCS - How to Update Taxes for Line Items on an Existing Bill

Objective:

  • How to Remove Taxes on Multiple or Specific Line Items on an Existing Bill
  • How do I add tax to an invoice?
  • Apply tax in bulk
  • Add tax to only Expenses
  • Add tax to only Time
  • Remove tax in bulk
  • Remove tax on Expenses
  • How Do I Apply Tax to a Draft Bill?
  • How Do I Apply Tax to a Approved Bill?

Environment:

  • Clio Web App
  • New Clio Experience

Additional Information:

If you haven't generated your bill yet, please see this article on applying tax while you generate.

If you want to adjust the tax rate on your Bill, please see this article.

Procedure:

To Bulk Update Taxes:

  1. Navigate to the Bill
  2. Select More Actions
  3. Select Edit
  4. Select either the All, Services, or Expenses button (or individually choose the items you would like to apply tax to)
  5. Check the box in the upper left of the table to check all filtered items (or check the boxes for specific entries individually)
  6. Select the Tax 1, Tax 2 or both buttons to apply or remove Tax 

To Line Item Update Taxes:

  1. Navigate to the Bill
  2. Select More Actions
  3. Select Edit
  4. Beside an item you would like to apply tax to, click on the "Yes" or "No" under the Tax 1 or Tax 2 columns and check or uncheck the box there.
  5. When you are done, click Save invoice.
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