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Xero: Tax on Bills

The Xero integration is available to subscribers of our Legacy, Boutique, and Elite plans.

You can upgrade to the Boutique or Elite plan in the app, or if you’re interested in seeing how this feature can work for your law firm, feel free to contact us by email or give us a call at 1-888-858-2546 (choose option #1).

In Clio you can apply a primary, and optionally, a secondary tax to your invoices. Once generated you will see the tax amount noted and added to the total of the invoice:

Once your bills are synced to Xero, you will see the same tax notation as a total tax amount:

To see a tax report for this client in Clio, generate a client-specific Revenue Report:

In Xero you can see the sales tax in the Sales Tax Audit Report. Go to Reports > All Reports > Sales Tax Report > Sales Tax Audit Report.

If you would like to edit your invoice to have tax on specific line items only, as opposed to the total of the invoice, simply 'Edit' the Bill in Clio and check or uncheck the boxes under Tax accordingly. Click HERE for more information.

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