Add a Tax Rate to a LEDES File

This article assumes you know how to work with LEDES files to create invoices in CounselGO. If not, please see this overview.

Requirements to add any tax rate(s) to a LEDES file:

1. The LEDES format must be 98BI.
2. You must include the following fields in the LEDES file:
   • INVOICE_TAX_TOTAL
   • LINE_ITEM_TAX_RATE
   • LINE_ITEM_TAX_TOTAL
   • LINE_ITEM_TAX_TYPE 

To get the full format definition of the LEDES98BI V2 file, see https://ledes.org/ledes-98bi-format/.

In some countries, more than one tax rate must be applied to the invoice line items.

To apply these rates, in your LEDES file, combine the rate amounts into the LINE_ITEM_TAX_RATE value.

EXAMPLE:

If GST = 0.05 (5%) and PST = 0.08 (8%), then LINE_ITEM_TAX_RATE =.13 (13%)

The attached sample LEDES file would result in this invoice in CounselGO.

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