How to set up Tax Rules.
Taxes can be applied to your Matter billing automatically. After Tax Rules are configured in the 'Settings' section, Taxes are applied on a Matter-by-Matter basis. The following instructions outline how to set your Tax Rules.
1. Select 'Settings' from the left-hand navigation panel.
2. Click 'Setup Taxes Rules'.
3. Add a Tax Rate 'Description' and 'Rate'.
4. 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.
5. Select the combination of Fees and Expenses you want to apply the Tax to from the drop-down list.
6. Click '+ Add Rule' to save the Tax setting.
7. 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 [email protected].