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Can Clio Automatically Apply Tax To My Invoices?

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.

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