Setting the Tax Amount

To enter a tax amount click on the practice name/logo in the upper left-hand corner -> click Clinics -> then select which clinic for which you would like to set the tax amount.

By default, the tax amount will be set at 0% but can be modified up to 100%.  The value can also include a decimal.

To indicate to the system you would like the Tax percentage to be applied to an Item charge automatically whenever that Item is added into a patient's Financials, open the Practice settings and go to Items. Select your desired Item and check the "Taxable" checkbox. Hit save once finished.

Once this has been completed, any time that Item charge is added into a patient's Financials, the taxable checkbox will be checked and the sales tax percentage will be applied to that charge. Please note that you will see the tax amount associated with the clinic the patient was scheduled at. 

If you would like to run a report to see the tax amounts for your Items you will go to Reports -> Billing -> filter by Item from the Report Type drop-down.  Apply the date range, and then click Filter in the bottom right corner. 

You can download this report as either a CSV or PDF via the respective buttons in the upper right-hand side of the screen.