How to Enter Tax Codes for PDF Invoice Submission

When submitting a PDF invoice, you may need to enter tax rates and codes. While Brightflag supports PDF submissions, using LEDES files improves accuracy, minimizes errors, and accelerates the approval process.

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.