Sales Tax - Add to Admin

The following information is to add sales tax for your location. Note: Sales tax is designed to calculate on sales only, not on patient or insurance payments.

Instructions

Add Single Tax Rate

1. Access Admin > General > Locations > open your location > Tax Information.
2. Click '+Add.'
3. In the Add Tax Rate modal:
   1. For the Type, ensure Single is highlighted (this is the default).
   2. In the Name field, input a tax name (e.g., city, state).
   3. In the Rate (%) field, input a tax rate (e.g., 5.2, 4.7).
   4. The Description field is optional.
4. Click 'Save.'
5. Click 'Save.'

Add Group Tax Rate

A Group Tax rate combines two or more tax rates into a single (group) tax rate. Ex. The city tax is 3.5% and the state tax rate is 4.3%. A Group tax named "City and State" would be the total of both tax rates, 7.8%.

Note: Single tax rates must be added before adding a group tax.

1. Access Admin > General > Locations > open your location > Tax Information.
2. Click '+Add.'
3. In the Add Tax Rate modal:
   1. For the Type, click Group.
   2. In the Name field, input a tax name (e.g.. city and state combined).
   3. The Description field is optional.
   4. In the Tax Rates field, select the dropdown menu and click the check boxes for the single taxes to include in the group tax.
4. Click 'Save.'
5. Click 'Save.'