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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?

Environment:

  • Clio Manage

Additional Information:

Looking to add tax to services only, not expenses. 

Answer:

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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