Objective:
- How do I make expenses non-taxable?
- Is it possible to create non-taxable line items?
Environment:
- Clio Manage
Additional Information:
- While you are not able to make non-taxable expenses by default, you can use the workaround below to have expenses as non-taxed.
- How to Create a Time Entry
- How Do I Generate a Bill
Procedure:
- Create an expense in the Matter Activities page.
- Generate a Bill with the expense for the Matter.
- Navigate to the draft Bill, then click on the blue Edit button at the top right.
- On the line item, you can click on the Yes/No field under the Tax heading to assign/un-assign taxes to the line item.