How to Find the Available/Configured Jurisdiction, Tax Type, and Tax Rates in Your Customer's Instance

Tax information is often required for submitting invoices in LEDES 98BI v2 and PDF formats. While Brightflag supports PDF submissions, using LEDES files ensures better accuracy, reduces errors, and speeds up the approval process.

This guide explains how to locate the tax options configured in your customer's Brightflag instance.

Overview of Tax Fields in LEDES 98BI v2 Format

When submitting invoices in LEDES 98BI v2, the following tax fields are configured in Brightflag:

• LAW_FIRM_COUNTRY: Indicates the tax jurisdiction.
• LINE_ITEM_TAX_RATE: Specifies the tax rates for the jurisdiction.
• LINE_ITEM_TAX_TYPE: Defines the tax types for the jurisdiction.

Steps to Locate Tax Fields in Brightflag

Follow these steps to identify the configured jurisdiction, tax type, and tax rates:

Step 1: Navigate to the Invoices Section

1. Go to the Menu and select Invoices.
2. Click on Upload Invoices.

Step 2: Upload a Dummy PDF

1. Click on Submit invoices in PDF instead to upload a PDF from your desktop.
   Tip: You can use a dummy PDF for this process.

Step 3: Select the Relevant Matter

1. Use the Matter Search bar to choose the matter associated with the invoice.
2. When prompted with Is this a resubmitted invoice?, select No to proceed.
3. Choose either Hourly Fees or Agreed Fixed Fee.

Step 4: Review Tax Options

1. Scroll to the Tax Rates section.
2. Select the Jurisdiction you are billing to.
   This will automatically populate the Type field.
3. All available Tax Types and Tax Rates for that jurisdiction will appear in the dropdown menus.

Important Notes

Helpful Tips

• LEDES Accuracy: Submitting invoices in LEDES format minimizes potential errors.
• Contact Support: If you encounter issues or need further assistance.