Setting up Taxes

NOTE: This article is related to setting up taxes within the financial features which will be released during April 2018.  You have access to setup your Taxes in advance of the feature release.

You can setup which taxes your clinic uses, and their % rate.  


Clinic Taxes

Manage the Taxes available at your clinic by following these steps:

  1. Login as Admin.
  2. Click Settings.
  3. Under the Clinic heading, click Taxes.
  4. Click Add, Edit or Delete Tax from this page.

When a Clinic Tax is enabled, it will become available on Invoice Items.


Practitioner Taxes

If practitioners at your bill under their own tax number, they can enable Taxes within their account. Once the Admin has created a Clinic Taxes, practitioners can enable these taxes.  This would be in the scenario where the practitioner charges a tax under their own tax number, rather than the clinic's tax number.

  1. Login as Practitioner.
  2. Click Session.
  3. Click Taxes.
  4. Enable the desired Tax and enter a Tax Number.
  5. Click Save.

When a practitioner has a Tax enabled, it will become available on Invoice Items.


Have more questions? Submit a request


Please sign in to leave a comment.