Table of Contents
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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
- Navigate to Billing Setup under Billing
- Click on the Tax/VAT tab
- Press Add on the right side of the screen
- Fill in the relevant fields
- Tax Name - Name of the tax
- Tax / VAT Number - Organization tax number which will appear on invoices
- Rate * - Tax rate as a number (no need to include the percent sign %)
- 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.
How do I have the organization or provider tax number appear on the invoice?
Note for Advanced Billing: For any tax information to appear on an invoice, you must create a location configuration.
In order to have a provider tax number appear on the invoice, you must create a provider configuration and include a tax number.
To have an organization tax number appear, a Tax/VAT Number must be added to the tax configuration.