How to Set Up Taxes

This article walks you through how to set up your default tax rates in General System Settings, ensuring your billing is accurate from the start. You will also learn how to override default tax rates at the clinic level, which is especially useful for organizations operating in multiple jurisdictions with different tax requirements.

Watch the video tutorial or follow the step by step written instructions below to learn how to set up default tax rates and apply clinic level tax overrides when operating in different tax jurisdictions.

Permissions 

• Access to System & Company Settings 

How to Set Your Default Tax Rates 

1. Go to Settings 
2. Under System & Company Settings, select General 
3. Navigate to Accounting
4. Click Tax

5. Complete the applicable fields: 

   • Tax 1 Name (GST/HST): Enter GST or HST (or other applicable tax name)  
   • Tax 1 #: Enter Government Tax GST or HST # (if applicable)
     • Depending on your invoice template, this will appear on patient invoices.
   • Tax 1 Rate (%): Enter the tax rate 

   If you have a second tax you need to charge, such as PST, enter this information in the second set of tax fields: 

   • Tax 2 Name (PST): Enter PST (or other applicable tax name)  
   • Tax 2 #: Enter Government Tax PST # (if applicable) 
     • Depending on your invoice template, this will appear on patient invoices.
   • Tax 2 Rate (%): Enter the tax rate 
6. Set Tax Exempt Selection at Checkout to Yes if you would like the option to override the tax on a product or service during checkout. If you do not want this option, then select No 
7. Click Save

How to Set Up and Edit Clinic Tax Rates

If your organization uses the same tax rate across all locations, you can skip this step.

If you have a multiple clinic locations that operate in different jurisdictions with different tax rates, then you'll need to override the default tax settings in the clinic profile: 

1. Go to Settings 
2. Under System & Company Settings, select Clinics
3. Open the clinic you'd like to edit
4. Go to the Accounting Tab
5. Check off Override Tax beside the rate(s) you'd like to change
6. Enter the tax rate that applies to this clinic
7. Click Save

Repeat these steps if you need to modify the taxes for your other clinics