Welcome to Adracare Support

Table of Contents

• What is a Tax/VAT?
• Creating a Tax/VAT
• Updating a Tax/VAT
• Troubleshooting

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What is a Tax/VAT?

The Tax/Vat tab is where you associate any tax program related to your clinic.

In order for tax to be applied to your invoice a Tax/VAT Configuration must be created.

If you are using Advanced Billing, you will need to create a Location configuration for tax to be applied correctly. Please check here for instructions on how to configure a location for tax. 

For example, if your are configuring a clinic located in Quebec, you will be setting up a tax program for GST and QST. If your clinic is located in Ontario, you would be setting up a tax program for HST.

Creating a Tax/VAT

To create a new Tax/VAT please follow these steps

1. Navigate to Billing Setup under Billing
2. Click on the Tax/VAT tab
3. Press Add on the right side of the screen
4. Fill in the relevant fields
   • Tax Name - Name of the tax
   • Tax / VAT Number - Organization tax number
   • Rate * - Tax rate
5. Press Save

Updating a Tax/VAT

Once a Tax/VAT has been created you are able to edit or delete it. 

Editing a Tax/VAT

To edit an existing Tax/VAT click on the pencil icon under the Actions column

A new window will open allowing you to make any necessary updates.

Deleting a Tax/VAT

To delete an existing Tax/VAT click on the garbage can icon under the Actions column

The following window will open, pressing Confirm will remove the Tax/VAT from the system.

Troubleshooting