Override a Matter’s Tax Settings

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 Matter.
3. Once you have completed the fields on the Add Matter screen, click Save.
   Scroll down the page to see the Settings section of the Matter.
4. From the tabs atop the 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.
   The Localized Tax Rates section expands.
7. Use the Sales Tax and Service Tax fields to set the GST and PST sales and service taxes and tax rates, as needed.
   
8. 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, double click a matter or single-click it, click on the three dots at the end of the row and from the drop-down, click Edit.
3. Scroll down to the Matter’s details section and from the toolbar, click Settings.
4. From the tabs atop the 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. In the Localized Tax Rates section, use the Sales Tax and Service Tax fields to set the GST and PST sales and service taxes and tax rates, as needed.
8. Click Save.
   This updates the matter’s tax settings.

For additional information, see:

• Overview of Charging and Collecting Sales Tax
• GST/HST and Place-of-Supply Rules
• Override Tax Rates on Specific Fees or Expenses