Disclaimer:  Sales Tax in Canada is complex, especially surrounding disbursements.  Our FAQ’s and instructions describe how to use CosmoLex’s accounting mod...

Tracking taxes paid and accepted by a firm is very important for Canadian accounting. You can set up your CosmoLex software to start tracking these funds in...

One Time Setup: In Setup -> Regional Setting -> Enable “Enable Canada specific accounting/tax customization”  Apply “Customize for provi...

How to Enter Disbursements “Incurred As Agent” Note: Per CRA P-209R, The phrase “incurred as agent” indicates that the disbursement described is general...

Note:  For Canada, as Matters are set to be taxable, the system is set to automatically mark all soft costs as “taxable”.  You may change this on the expens...

Occasionally, you might have expense items which are required to be charged a different rate than the standard HST. CosmoLex allows you to override taxes...

In Canada, Federal Sales & Goods Taxes (GST/HST) charged to clients are based on Client’s Address, not the Firm’s Address. For province taxes (PST), unl...

If you need to make an edit to previously generated invoice, you have two choices: If your books are not closed for accounting purposes (e.g. GST reporti...

The total taxes charged on an invoice can be found by going to the arrow on the invoice in the add/edit invoice screen: ...

Taxes paid to vendors for operating expenses must be input at the time the transaction and are posted to contra liability account for lawyer’s input tax cre...