KCS - Which Reports Show Tax?

Objective:

  • See Tax information within a Report

Environment:

  • Clio Web App
  • Reports

Additional Information:

The Revenue Report will include columns for Billed and Collected Taxes

Answer:

  • Revenue Report: shows per-Matter totals, including columns for Billed and Collected Taxes
  • Invoice Payments Report: shows a breakdown of each Bill Payment, including the allocation towards Tax
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