Rocket Matter Knowledge Base Reports'I want to see a list of all of my matters which have a tax rate applied to them' Report Key

'I want to see a list of all of my matters which have a tax rate applied to them' Report Key

This report will only display all client:matters with a tax rate applied to the matter. If a client:matter does not have a tax rate applied to the matter, it will not appear in the result set.

Filters

Tax Rate or Surcharge: This filter will scope the report for the specific name/title of the tax rate/surcharge.

Report Columns

Tax Rate or Surcharge: The name/description of the tax rate/surcharge.

Rate: The rate/percentage associated with the tax rate/surcharge.

Client:Matter: The client and matter the tax rate/surcharge was applied to.

Date Applied: The date the tax rate/surcharge was applied to the client and matter.