How do I add taxes to line items in an invoice?
Lawtrac does not currently have a designated process for applying taxes to an invoice at the line item level; however, an in-house adjustment can be made at the line item level to reflect adjusted amounts within a detailed invoice.
To apply a discount to a pre-existing invoice, you must have permissions set by your site administrator to edit invoices.
- Select the invoice from Finance | Invoice Management.
- Open the invoice detail page and navigate to the Approval Activities tab.
Invoice line items are listed by LEDES code.
- Assign the adjustment to a code by typing an amount in the "In-House" text box under the Adjustments column. (For assistance with adding a line item, click here.)
Be aware that the added amount is applied as a controlled amount, so you must calculate the total tax amount for all units by unit cost before entering it into the line item. For example, if you have "3.00" in the "Unit" text box and "3.00" in the "Unit Cost" text box, the sum would be 9.00. If you apply the tax amount "1.15" to the "In-House" text box, the sum is then 10.15, rather than 12.45.