Adding a Tax Rate to a LEDES File

This article is intended for users who are familiar with submitting LEDES invoices in CounselGO. If not, please see this overview.

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

• LEDES format must be 98BI
• LEDES file must include the following fields:
  • 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 invoice line items. To apply these rates, combine the rate amounts into the LINE_ITEM_TAX_RATE value in your LEDES file. 

EXAMPLE:

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

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