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:

If you are looking to bulk update the Tax rate on your invoice, please see this article.

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. The steps for this are here.

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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