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How to Find Tax Amount Billed for a Date Range?

Objective:

  • Can I determine how much tax was charged on approved bills this month?
  • How to find amount of tax billed on approved bills?

Environment:

  • Clio Web App

Additional Information:

The Revenue Report contains Billed Tax and Collected Tax columns. Click here to learn more about the Revenue Report.

Procedure:

  1. Go to Reports
  2. Select Revenue Report
  3. Fill out the the applicable report options
  4. Select Generate Report

 

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