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Override a Matter’s Tax Settings

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A client or matter may have a tax status or rate that differs from the firm’s default settings. You can override those settings within each matter.

New Matter

To override a new matter’s tax settings:

  1. From the left navigation panel, click Matters.
  2. From the toolbar atop the Matters screen, click Add
  3. Halfway down the Add Matter screen, click Advanced Settings.
  4. From the tabs atop the Advanced Settings section, click Tax.
  5. The Tax Status field follows your firm’s default setting. Click the drop-down to change the status, if needed.
  6. if the local tax rate differs from the firm’s default, check the box beside the Localized Tax Rate field.
  7. Click Rate.
    The Localize Tax Rates screen opens.
  8. Use the Sales Tax and Service Tax fields to set the GST and PST sales and service taxes and tax rates, as needed:

  9. Click Save.
    This updates the matter’s tax settings.

Existing Matter

To override an existing matter’s tax settings:

  1. From the left navigation panel, click Matters.
  2. On the Matters screen, single-click the matter to highlight it.
  3. In the toolbar, click Edit.
  4. Halfway down the Edit Matter screen, click Advanced Settings.
  5. From the tabs atop the Advanced Settings section, click Tax.
  6. The Tax Status field follows your firm’s default setting. Click the drop-down to change the status, if needed.
  7. if the local tax rate differs from the firm’s default, check the box beside the Localized Tax Rate field.
  8. Click Rate.
  9. On the Localize Tax Rates screen, use the Sales Tax and Service Tax fields to set the GST and PST sales and service taxes and tax rates, as needed:

  10. Click Save.
    This updates the matter’s tax settings.

For additional information, see:

Updated on March 31, 2022

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