How to Set Up Tax Rates in Brightflag

Brightflag’s tax code engine allows organizations to automate tax compliance during invoice submission. By ensuring that valid tax rates are itemized upfront, this feature helps Accounts Payable (AP) teams avoid manual tax verification, streamlining the invoice review process.

Initial Setup

• Brightflag provides a spreadsheet template for tax configuration (attached below).
• This template should be shared with your Accounts Payable (AP) team to populate the tax details.
• Your AP team will need to enter the tax details in accordance with your organization’s tax policies.
• If your AP team doesn't use specific tax codes in their AP software, please confirm that with Brightflag Support, and a generic placeholder will be configured.
• Once the template is complete, send it to Brightflag Support.
• If needed, contact your Customer Success Manager to enable the tax engine for your company’s account if it isn't already enabled.

Sample tax codes:

Required fields contain an asterisk *

📌 Note: Brightflag’s tax engine can handle multiple tax codes at any jurisdictional level (e.g., municipal, state, or federal taxes in Latin America)

Impact on Vendors: Submitting Invoices with Tax Codes

• Vendors must select the correct tax code when submitting invoices.
• Minor changes to the invoice submission process may be required. For guidance, they may refer to Entering Tax Codes for PDF Submissions.