Tax setup

To apply taxes to items within the price list, set up a tax rate which can be applied to specific items within the price list that are marked as ‘taxable’. System administrators are the only ones with the privileges to access this setup.

Open the setup menu, select tax setup.

Click insert, the new row will appear at the bottom.

Assign a code, a percentage, and the start date for this tax, then click save.

*Note, if there are multiple tax items for the same tax code, only the newest start date item will be applied to new invoices.

 

Apply taxes to items in the price list

Mark certain price list items as ‘taxable’ to have the tax automatically calculated and added to invoices:

From the admin menu, select ‘price list’.

Check off the taxes check box to those applicable and click save.

• Related Articles

• Rooms setup

  Utilizing rooms ensures all staff and practitioners are aware of where patients are in the clinic for workflow and emergency purposes. 1. Enable this feature in the program setup. a. Setup > program setup > appointment > scheduler setup, select ‘Use ...

• Doctor site setup

  To quickly access the settings for all clinic doctors, go into Admin -> Security Reports -> Doctor Site Setup. Use this report to make changes to settings contained within the provider's doctor card. Save when finished.

• Practitioner schedule setup

  Set up a practitioner schedule using the following steps. Set up the practitioner client card Select the practitioner tab. Select the applicable options for booking. Set up the schedule color and the number of columns. Setup the practitioner base ...

• Template schedule setup

  Create a template Open the appointment scheduler. Click template from the toolbar. Select a practitioner. Click ‘new template’, label the template, and select if it can only be used for the one practitioner, or shared to be available for other ...

• Setup user access

  This can act as a report if you click the retrieve button, showing you all the permissions per user all at once. It will also allow you to make edits to those permissions within this window without having to search and open each staff member’s client ...