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Can I Find Out All The Activities That Were Taxed?

Question:

  • Can I Find Out All The Activities That Were Taxed?
  • Which Line Items Have Been Taxed

Environment:

  • Clio Manage

Additional Information:

  • Only the Revenue and Invoice Payments reports show taxes.  Neither shows all activities but the Invoice Payments report will break down how the payment was applied to the taxes, thus pointing to which Bills had tax. 

Answer:

  • No, this is not an available feature at this time. Please contact Clio Support via email, phone and/or live chat if you wish to have this as a feature in Clio.

 

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