Taxes

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Taxes on fees and expenses are supported in eCounsel. Each detail line on the invoice is identified as taxable or non-taxable, and the taxes are summarized based on taxable fees or taxable expenses at the matter level. If LEDES 1998BI and LEDES 2000 files contain tax information, the tax information will be imported into eCounsel along with the other imported information.

$images\icn_note.gif$ LEDES 1998BI and LEDES 2000 formats support single jurisdiction taxes only.

The following changes to eCounsel have been made to accommodate tax information on invoices:

§ A new Matter Tax Detail subtab has been added to the Invoices Matter tab.

§ A new Taxable field has been added to the Invoice Detail subtab on the Matter tab.

§ A new Tax Info button has been added to the Invoice Detail subtab toolbar to open the Invoice Detail Taxable List dialog box to identify the vendor’s tax identification number with the taxing authority.

The creation of a record on the Invoice Detail Taxable List dialog box automatically sets the invoice detail record Taxable field to Yes.