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Which Reports Show Tax?

Question:

  • Which report offers tax information within Clio?
  • What reports show VAT?

Environment:

  • Clio Manage

Additional Information:

The Revenue Report will include columns for Billed and Collected Taxes

Answer:

The reports below offer tax information

  • 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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