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


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


  • Clio Manage

Additional Information:

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


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


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