The total taxes charged on an invoice can be found by going to the arrow on the invoice in the invoice screen:

Screen Shot 2017-08-10 at 1.36.22 PM.png


Partial payments are applied according to an approved accounted hierarchy as described in other articles,  e.g. firm collected taxes (fees/expenses) first, then vendor collected taxes, followed by advanced client cost reimbursements, firm expenses, then fees.  To find this detail:


  • Matter > Details >Screen Shot 2017-08-10 at 1.44.13 PM.png Invoice>  

  • The upper section lists the original invoice breakdown (not shown in full) ,the middle section shows the payment ($544), and the bottom section shows the allocation of the payment.  Note: hierarchy paid the tax liability if full first before applying the balance of the payment.