How to set up Taxes

Taxes can be applied to your Matter billing automatically.  After Tax and/or Surcharge Rules are set up in the Admin Section, Taxes are applied on a matter-by-matter basis.  Following are instructions on how to configure Taxes and/or Surcharges, which can later be applied to Matter billing:

1.  Navigate to your Admin Section, and click "Setup Taxes and/or Surcharges".

1.  Navigate to your Admin Section, and click "Setup Taxes and/or Surcharges".

2.  "Add Tax Rate Description" and Rate.

3.  Determine what combination of Fees and Expenses you want to apply the Tax to.

3.  Determine what combination of Fees and Expenses you want to apply the Tax to.

-  All Fees and All Expenses:  Your tax will be applied to All Fees and All Expenses.  All Fees and all Expenses in your Matter will be taxed if you choose this option.

-  All Fees and Selected Expenses:  Your tax will be applied to all fees, and will not be selected by default to apply to any expenses.  You will have the opportunity to apply tax to select expenses in your Matter if you choose this option.

-  All Expenses:  Your tax will not be applied to any fees, and will be selected by default to be applied to all expenses.  All expenses will be taxed in your Matter if you choose this option.

-  Selected Expenses:  Your tax will not be applied to any fees, and will not be selected by default to be applied to any expenses. You will have the opportunity to apply tax to select expenses in  your Matter if you choose this option.

4.  Select what combination of Fees and Expenses you want to apply the Tax to.

4.  Select what combination of Fees and Expenses you want to apply the Tax to.

5.  Click "+ Add Rule" to save the Tax setting.

5.  Click "+ Add Rule" to save the Tax setting.

5.  Your Tax Rule is now available to apply to a Matter.

5.  Your Tax Rule is now available to apply to a Matter.

Also View:  How to apply Taxes and Surcharges to a Matter

 

Need more help?

Contact our Award-Winning Product Specialists at (888) 432-1529 or support@rocketmatter.com.