KCS - 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 Web App

Additional Information:

Applying Taxes to Bills: 
https://support.clio.com/hc/en-us/articles/115001936993

Applying Taxes to Specific Line Items on Bills: 
https://support.clio.com/hc/en-us/articles/115004539554 

Answer:

Not at this time. You must select "Apply Tax" and/or "Apply Secondary Tax" when generating the Invoice in order to apply Tax to it.

If, when generating the Invoice, you forget to check the box, you can also add Tax via the Edit Bill screen. (More info can be found here)

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