Applying Taxes to Bills

On Future Bills

To adjust the default tax settings for all future bills, go to your Settings panel then click on "Billing". Scroll down to the "Taxes" section to designate any applicable jurisdictional taxation parameters including tax name(s) and associated rate(s). Note that Clio supports tax rates with a percentage of up to eight (8) decimal places. 

Tax_settings.png

When you generate your bill, check the "Apply Tax" box and, optionally, the "Apply secondary tax" box:

Your bills will now have the tax applied, per your Tax Settings.

On Existing Bills

When editing a bill,  the designated tax rate can be set for the entire bill by using the "Edit tax" dropdown menu.

You can also set tax for individual line items:

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