Learn how to set up your organization’s default tax rates, including GST, HST, and PST, and customize them for individual clinics. This is especially helpful when your clinics operate in different tax jurisdictions.
Watch the video or follow the step-by-step instructions below to get started.
When to Use This
Use this guide when you need to:
- Set up your organization's GST and/or PST for the first time
- Update your organization's default tax settings
- Set up a different tax rate for a clinic
- Update a specific clinic's tax rate
Permissions
- Access to Settings > System & Company Settings > General
Contact your clinic administrator if you don't have the required access.
Instructions
Company Tax Rate
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Go to Settings
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Under System & Company Settings, select General
- Select Accounting
- Go to the Tax section
- Enter the details for GST or HST:
Tax 1 Name (GST/HST)
- Enter "GST" or "HST"
Tax 1 #
- Enter your Government Tax GST or HST #
Tax 1 Rate (%)
- Enter the tax rate
- If applicable, set up your PST:
Tax 2 Name (PST)
- Enter "PST" (or other applicable tax name)
Tax 2 #
- Enter your Government Tax PST #
Tax 2 Rate (%)
- Enter the tax rate
- Go to Tax Exempt Selection at Checkout
- Select Yes if you want to be able to override the tax on a product/service during checkout
- Select No if you do not want to be able to override the tax on a product/service during checkout
- Click Save
You're all set if your organization uses the same tax rate across all clinic locations. If you need to set up different tax rates for different clinic location, check out Clinic-Specific Tax Rates to learn how to do this.
Clinic-Specific Tax Rates
If you have a multiple clinic locations that operate in different jurisdictions with different tax rates, then you can override the default tax settings in each Clinic Profile:
- Go to Settings
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Under System & Company Settings, select Clinics
- Click Open next to the clinic name
- Go to the Accounting tab
- Check off Override Tax beside the rate(s) you need to update (i.e., Tax Rate 1 and/or Tax Rate 2)
- Enter your Tax # in the relevant field (i.e., GST # or PST # fields)
- Enter the Tax Rate that will be used for this clinic
- Enter the Tax Name
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Click Save
Repeat these steps if you need to modify the taxes for your other clinics
| 💡Tip: Tax 1 and Tax 2 in the Clinic Profile correspond to Tax 1 and Tax 2 in Settings > General > Accounting > Tax |
Things to Know
- Tax numbers appear on patient invoices
- You can set up the tax rate in the General System Settings, or set them up individually in the Clinic Profile