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Understanding Total Taxes on Invoices and Reimbursement Logic

Finding Taxes on Invoice

The total taxes charged on an invoice can be found by going to the arrow on the invoice in the add/edit invoice screen – Total Tax Applied 

Partial payments are applied according to an approved accounted hierarchy, as described in other articles, e.g. firm, collected taxes (fees/expenses) first, then vendor collected taxes, followed by advanced client cost reimbursements, firm expenses, then fees.  

To find this detail:

Matter > Details > click  icon to view invoice details

The upper section lists the original invoice breakdown (not shown in full), the middle section shows the payment ($544), and the bottom section shows the allocation of the payment.

Hierarchy paid the tax liability if full first before applying the balance of the payment.

Updated on May 31, 2018

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