How to Create Invoice with No Tax on Expenses? - CaseFox
How to Create Invoice with No Tax on Expenses?
In the jurisdictions where tax/VAT is levied on billed amounts, during invoice generation (either Bulk Invoice Generation or Individual Invoice Generation), VAT/Tax rate may be entered.
However, in some jurisdictions, out-of-pocket expenses may not be taxable. In such cases, during individual invoice generation
1. Using the Quick Bill button under Cases (Projects) -> Invoices tab for a selected case, after adding notes (time/expense entries) to the invoice popup, uncheck the "Taxable" checkbox from expense entries and then enter the tax/VAT rate before clicking on Generate Invoice button.
2. Generating invoices using Bulk Invoice Generation (under Reports -> Tools), enter Tax/VAT rate and then uncheck the "No Tax/VAT on Expense Entries" box.