KCS - How to Apply a Tax to a Bill

Objective:

  • N/A

Environment:

  • 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.

Procedure:

  1. Click Bills on the top black ribbon
  2. Click Billable Clients
  3. Select the box beside the Matter/Client you wish to Bill
    • You can use the Filters button at the top-right to select a specific Client or Matter
  4. Click Generate that appears at the top of the list
  5. Select the box beside Apply Tax
  6. Click Generate Bills
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