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
- Access Admin > General > Locations > open your location > Tax Information.
- Click '+Add.'
- In the Add Tax Rate modal:
- For the Type, ensure Single is highlighted (this is the default).
- In the Name field, input a tax name (e.g., city, state).
- In the Rate (%) field, input a tax rate (e.g., 5.2, 4.7).
- The Description field is optional.
- Click 'Save.'
- 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.
- Access Admin > General > Locations > open your location > Tax Information.
- Click '+Add.'
- In the Add Tax Rate modal:
- For the Type, click Group.
- In the Name field, input a tax name (e.g.. city and state combined).
- The Description field is optional.
- In the Tax Rates field, select the dropdown menu and click the check boxes for the single taxes to include in the group tax.
- Click 'Save.'
- Click 'Save.'