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.
Setup: In Account Module Preferences:
Apply the Sales Tax to Procedures:
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.
Add a Sales Tax Adjustment
To see all sales tax adjustments made in a date range, use the Daily Adjustments Report.
Add a Sales Tax Procedure Code
The sales tax will list under Patient Account in the Account module.
To see all sales tax procedures for a date range, use the Daily Procedures Report. Enter the procedure code and select Grouped by Procedure Code to view total amounts.