In Clio Manage, you can set up multiple tax rates that you can then select when creating expense entries.
Manage tax rates
You can add up to 15 tax rates in Clio which are then available to select when you create an expense entry or when you generate a bill. You can also manage how to apply more than one tax by specifying whether a specific rate you set up applies to pre- or post-tax totals. Follow the steps below to set up your tax settings.
- Go to Settings > Billing > Taxes.
- Click Create tax rate.
- Enter a unique name, tax rate (up to four decimal points), and the country and state/province/region in which the tax applies
- Click Create tax rate.
When you edit a tax rate, bills that are already generated will remain unchanged.
- Go to Settings > Billing > Taxes.
- Click the edit (pencil) icon next to a tax line item.
- Make your necessary updates to the name, tax rate, country and/or state/province.
- Click Edit tax rate.
You can delete any tax rates that are not in use, i.e., any tax rate that is not set as the default, is not added to a time or expense entry or added to existing time or expense categories, or does not appear on an unpaid invoice.
- Go to Settings > Billing > Taxes.
- Click the delete (trash can) icon next to a tax line item.
- Click Delete to confirm the action.
Set default tax rate
You can set more than one default rate in Clio, for example setting a federal rate and a state or tax rate that can then both be applied to activities that appear on your bills.
- Go to Settings > Billing > General.
- In section Invoice tax defaults, for the Choose a default tax rate for your invoices field, select any tax rate that you previously created.
- Optional: Click + Add an additional tax default to add more than one default tax rate, then select the additional rates from the dropdown.
- Click Save changes at the bottom of the page.
Apply and edit applied tax
You can apply tax to new bills when generating them using the quick bill feature or through bulk billing. You can also make changes to (edit or delete) taxes applied to individual expense entries on existing bills and to the bill generally while editing the bill.