Sales Tax

In the Adjustment dropdown, an Apply Sales Tax option can be used.

In the Account Module, sales tax can be quickly added to the patient's account by applying a sales tax adjustment to selected procedures based on a set percentage.

Note: To quickly add retail items (e.g. toothpaste) to a patient's account, see Quick Procs.

Setup: In Account Module Preferences:

Apply the Sales Tax to Procedures:

  1. In the Account module, select the procedures to apply the sales tax to.
  2. Click the Adjustment dropdown in the toolbar, then Apply Sales Tax.

For each procedure, a Sales Tax adjustment will be added. Below is an example of a 5% sales tax adjustment for a $5 procedure.

The default provider on the adjustment will be the Practice default provider. For Clinics, the default provider will be the default provider for the clinic assigned to the procedure, or if no clinic, the practice's default provider.