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How to Apply Tax on an Invoice?

Understand steps and different ways of applying taxes on invoices.

Maninder Kaur avatar
Written by Maninder Kaur
Updated over a month ago

When you create invoices on Lawcus, you can apply tax to the total amount or individual inline items.

When the tax settings are up and running, and you are using the default template, the tax defined on the Tax Setting page will be automatically applied to the Total Amount.

Steps to Apply Tax on Total Amount

  1. Go to the invoice creation page.

  2. Double check, the taxes are reflected on the top of the page.

  3. If you have defined the taxes on the Tax Settings page, it will automatically reflect.

  4. Cross-check the tax amount on the bottom. Finally, Save the invoice.

Note: You can disable both taxes or any specific tax based on your requirements. You can just expand the dropdown menu at the top of the invoice creation and select Select primary tax or Select secondary tax to disable the respective tax.

Note: You can also specify or create variations in Taxes created under Tax Settings and make them default for specific templates. When you create custom templates, define them under the Default Tax Settings section.

Steps to Apply Inline Tax

  1. Go to the Invoice creation page.

  2. In the inline row, locate the Ellipsis button.

  3. Click on that and select Add Tax option to apply inline tax.

  4. It will take you to the Tax Section page, where you must select the relevant tax before saving the invoice.

Note: If you disable Primary Tax on the top of the invoice creation page, you will notice the Add Tax option under the Ellipsis. Otherwise, that will be disabled.

Apply Taxed to Multiple Invoices in Bulk

You can add taxes to all invoices at once at the time of creation. Follow the process below:

  1. Follow the bulk invoice creation process.

  2. If you have defined your taxes, those taxes will automatically be added to those invoices.

However, it's important to note that if your invoices are initially generated without taxes and you wish to apply taxes to them collectively through a bulk update, this functionality is not available because Lawcus doesn't allow bulk invoice editing.

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