KCS - How to Assign a Tax Profile to Matters Using Custom Fields

Objective:

  • I have some Matters whose Bills incur Tax, but others that do not; how can I make sure that Bills are generated with the correct Tax? 

Environment:

  • Clio Web App

Additional Information:

n/a

Procedure:

  1. Create a Matter Custom Field to specify the tax level for each Matter (e.g., Primary, Secondary, Both, None)
  2. Edit any applicable Matters to select the appropriate tax level within this Custom Field
  3. Go to Bills
  4. Select Billable Clients
  5. Click Filter
  6. Click Add Matter Custom Field
  7. Select the Custom Field created in Step 1
  8. Select the appropriate value from the next menu
  9. Check the Select All box at the top of the page
  10. Click Generate
  11. In the "Generate invoices" window, under Other options, select the appropriate tax level, based on your Filter selection
  12. Make any other selections needed
  13. Click Generate bills
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