Tax Codes |
  
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This menu option establishes tax rates to be used the system. Manage supports up to four tax codes simultaneously (i.e. in Canada, HST, GST & PST can apply to the same purchase, while in the United States three or more tax codes can be applied to a single purchase).
NOTE: Set up a code for each tax collected plus the NTX code for NO TAX. The NTX code is required by the system to exempt a customer from the regular tax, or in place of TAX 1, TAX 2, TAX 3 or Tax 4 if tax does not apply.
To add a new tax code click ADD. To edit a tax code, click CHANGE. To delete a tax code, click DELETE.
The screen prompts are:
CODE - Use up to 5 characters for the tax code, i.e. GST, PST, HST, NTX. (Note that integrating to a third party accounting system (IE: Xero) that you will have to name the CODE exactly the same as it is configured within that 3rd party accounting system.)
DESCRIPTION - Type in the description to be printed on invoices. i.e. H.S.T. or HST.
PERCENTAGE - Enter the standard tax percent. Enter 13% as 13.0000
AD VALOREM - Ad Valor em taxation is when Tax 2 is calculated on top of Tax 1. Check this box if this applies to your clinic.
Click SAVE to store changes. Click EXIT to close the window.