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:
- Go to the bill
- Click Edit
- Click the Expenses header
- Click the checkbox to the top left of the line items
- Click Tax 1 & Tax 2 to turn off the Tax for those items
- Save Invoice