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Can I Set Up Bills to Tax Just Services But Not Expenses?

Objective:

  • Can I set my Billing Preferences to tax Time Entries but not Expenses?
  • Apply Tax to Only Services
  • Apply Tax to Only Expenses

Environment:

  • Clio Manage

Additional Information:

  • Looking to add a tax to services only, not expenses

Answer:

No, not at this time. However, you can manually remove tax from all Expense Items on an existing draft Bill, by following these steps:

  1. Navigate to the Draft Bill
  2. Click Edit
  3. Click the Expenses header
  4. Click the checkbox on the top left above the line items to select all
  5. Click Tax 1 & Tax 2 to turn off the Tax for those items
  6. Save Invoice

 

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