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How Do I Create Non-Taxable Expenses?

Objective:

  • How do I make expenses non-taxable?
  • Is it possible to create non-taxable line items?

Environment:

  • Clio Manage

Additional Information:

Procedure:

  1. Create an expense in the Matter Activities page.
  2. Generate a Bill with the expense for the Matter. 
  3. Navigate to the draft Bill, then click on the blue Edit button at the top right.
  4. 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.
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