- Clio Web App
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.
- Click Bills on the top black ribbon
- Click Billable Clients
- Select the box beside the Matter/Client you wish to Bill
- Click Generate that appears at the top of the list
- Select the box beside Apply Tax
- Click Generate Bills