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.
• This template should be shared with your Accounts Payable (AP) team to populate tax details.
• Your AP team will need to fill out the taxes, rates, and jurisdictions based on your organization’s tax policies.
• Once the template is completed, send it to your Customer Success Manager.
• They will enable the tax engine for your company’s account.

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 will need to 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.