Objective:

• Does Clio work with QuickBooks Tax Centre?

Environment:

• Clio Manage
• QuickBooks Online

Additional Information:

• US Customers: We DO NOT sync Tax to the Sales Tax Center. It comes over as an individual line item that needs to be mapped to an appropriate Product or Service.
• Canada & EMEA Customers: Clio Manage can import sales tax rate(s) from non-US versions of QuickBooks Online to perform sales tax calculations. Please see the Mapping Tax Rates (Non-US) section.

Answer:

US Customers:  No, Taxes that are synced from Clio to QBO cannot be linked to the tax liability account that is created by QBO's "Sales Tax Centre". As such, taxes cannot be properly reported using Tax Centre functionality in QBO.

For Canadian & EMEA Customers:  Yes. Clio Manage can import sales tax rate(s) from non-US versions of QuickBooks Online to perform sales tax calculations and then export the sales tax amount to the QBO tax center once the approved invoice is synced over.   Please see the Mapping Tax Rates (Non-US) section.