Override a Matter’s Tax Settings
A client or matter may have a tax status or rate that differs from the firm’s default…
Tax
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Override the Tax Settings on Expenses
You can override the tax rates on individual fees and expenses without changing the defau… -
Change the Default Tax Settings on Expenses
You may encounter expense items that must be charged a different rate than the firm’… -
Tax Settings on Disbursements (Canada)
In Canada, how you record taxes on disbursements depends on the activity or situation. Th… -
Disbursement Incurred as Agent (Canada)
In CosmoLex, “Disbursement incurred as agent” refers to a matter-related expense (hard… -
View an Invoice’s Total Tax and Payment Allocation Details
When you create or edit an invoice, the summary section’s Total Tax Applied field d… -
Enter Taxes Paid on Business Expenses (Canada)
Entering tax amounts on business expenses allows you to track taxes paid for: Accounts pa… -
Combined GST/HST Reporting
As a default, CosmoLex tracks collected GST/HST in the 2201 GST/HST Collected General Le… -
Find GST/HST Tax Filing Data
This table lists where in CosmoLex, you can find the information needed to complete your G… -
Record GST/HST Remitted to Canada Revenue Agency (CRA)
You can record and track payments your firm makes to CRA. Record a Remitted GST/HST Paymen… -
Track Input Tax Credits (ITCs) and Refunds (ITRs)
Input Tax Credits (ITCs) are the sum of the allowable GST/HST paid on business expenses. I… -
Record a PST Commission
In British Columbia (BC), once collected, PST charged to a client via an invoice is paid to… -
Manage Land-Title Pre-Paid Asset Accounts
Canadian lawyers use Teranet/Teraview and other land title registry services to perfor…
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