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The Matter Tax Detail subtab on the Matter tab provides an area to record taxes on invoice amounts. For imported invoices, a single jurisdiction of taxes will be imported. If manually entering tax information, multiple jurisdictions can be specified.
Links
View All Records – Click to open a dialog box with a list of tax detail items.
Fields
Vendor Tax ID – The federal identifier for tax purposes for a vendor.
Tax Rate – The percentage of the fees and expenses that will be included in the tax amount.
Tax Type – A categorization (such as Federal) for the tax.
Taxable Billed Fees – The total fees for which the tax is applicable.
Total Tax Fees – The amount of taxes on fees (calculated by multiplying the tax rate by the taxable fees).
Taxable Billed Expenses – The total expenses for which the tax is applicable.
Total Tax Expenses – The amount of taxes on expenses (calculated by multiplying the tax rate by the taxable expenses).
Tax Country – The country for which the tax is applicable. Default International Organization for Standardization (ISO) codes are preloaded in eCounsel.
Tax Locality – An additional taxing location.
Buttons
New – Click to create a new tax item for the invoice.
Delete – Click to remove a tax item for the invoice.
Reports – Click to access any tab-specific reports.
Export – Click to export the current grid contents to Microsoft Excel.
Print – Click to create an instant report of the current grid contents.
Options – Click to select the number of records to display in the list of items.