Objective:
- Set up Clio so that Tax is charged automatically when I generate Bills.
- Have Clio charge Tax by default when generating Invoices.
Environment:
- Clio Manage
Additional Information:
If you are looking to bulk update the Tax rate on your invoice, please see this article.
Answer:
Yes, in Billing Settings, there is a check box to "Apply primary tax to all bills by default" in the Taxes section.