KCS - How to Apply a Tax to a Bill


  • N/A


  • Clio Web App
  • Bills

Additional Information:

You will need to have your taxes set up. Click here to set up your taxes.

To apply a Secondary Tax as well, select the box beside Apply Secondary Tax after Step 5.


  1. Click Bills on the top black ribbon
  2. Click Billable Clients
  3. Select the box beside the Matter/Client you wish to Bill
  4. Click Generate that appears at the top of the list
  5. Select the box beside Apply Tax
  6. Click Generate Bills
Was this article helpful?