KCS - How to Apply or Remove Taxes on Multiple or Specific Line Items on an Existing Bill

Objective:

  • Apply tax in bulk
  • Add tax to only Expenses
  • Add tax to only Time
  • Remove tax in bulk
  • Remove tax on Expenses

Environment:

  • Clio Web App
  • New Clio Experience

Additional Information:

n/a

Procedure:

  1. Navigate to the Bill
  2. Select More Actions
  3. Select Edit
  4. Select either the All, Services or Expenses button
  5. Check the box in the upper left of the table to check all filtered items (or check the boxes for specific entries individually)
  6. Select the Tax 1, Tax 2 or both buttons to apply or remove Tax

 

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