How to Enter Tax Codes for PDF Invoice Submission

When submitting a PDF invoice, you may need to enter tax rates and codes. Follow the steps below to ensure proper submission.

Steps to Submit Your Invoice

1. Submit Your Invoice

   • Follow the usual steps for submitting a PDF hourly or fixed-fee invoice until you reach the section to enter tax details.

2. Enter Tax Codes and Rates

   • Select the Jurisdiction, Type, and Rate from the dropdown list for the first tax entry.

Tip:
If the tax option you need isn’t available, contact your client. They provide the dropdown values.

• Enter 0% if the tax rate is zero.
• For invoices with multiple tax rates, click Add new tax rate to include additional tax lines.
• Enter the Taxable Amount for each tax rate.

Note:
The total taxable amount for all tax lines combined must equal the fees plus disbursements minus any discounts.

3. Check the Invoice TOTAL
   • The Invoice TOTAL will auto-calculate based on your entered values.
   • If the total does not match your PDF invoice total:
     • Review your entries for mistakes.
     • Double-check the amounts in each tax line.

Troubleshooting Tips

Note:
If the necessary tax option is missing, contact your client for assistance.

Warning:
Always verify that the entered tax amounts match your PDF invoice. Incorrect totals can delay payment processing.

Finalizing Your Invoice Submission

1. Submit Your Invoice
   • Once everything is verified, click Submit Invoice to complete the process.
2. Confirm Submission
   • Click Submit Invoice again on the confirmation screen to finalize the submission.