This article may be out of date!
Visit the New Knowledge Center

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. 


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:

For more information on applying taxes to expenses, see here.

Was this article helpful?
This information is confusing or wrong
This isn't the information that I was looking for
I don't like this functionality