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Can I Add/Remove Tax from Disbursements only on a Bill?

Objective:

  • Create a Bill that only has tax on Time Line items but not on Expenses/Disbursements

Environment:

  • Clio Manage

Additional Information:

Procedure:

Yes, you can remove Tax/VAT from individual Line items once your Bill has been created by following these steps:

  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.

To bulk update Tax on all Disbursements you can follow these steps:

  1. Navigate to the Bill
  2. Select More Actions
  3. Select Edit
  4. Select the Expenses button on the left (you can also select All or Services to Add/Remove tax from other Line items in Bulk)
  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 
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