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 Bill, by following these steps:

1. Go to the bill
2. Click Edit
3. Click the Expenses header
4. Click the checkbox to the top left of the line items
5. Click Tax 1 & Tax 2 to turn off the Tax for those items
6. Save Invoice