The Sales Tax ability must be implemented:
- Click the word “Setup” and choose the “Offices” option from the drop-down box
- Select the office name
- Click the Edit button
- Access the “Advanced” tab
- In the “Sales Tax” field, input the sales tax percentage
- Click the Save button
The applicable procedure code(s) must be indicated that sales tax should be calculated:
- Click the word “Setup” and choose the “Procedure Codes” and “Procedure Codes” options from the drop-down box
- Select the procedure code
- Click the Edit button
- Ensure a checkmark is in the “Taxable” box if the procedure is taxable, that it should be used in the calculation of a tax amount
- Ensure a checkmark is in the “Sales Tax Code” box if the procedure code is a Sales Tax Transaction which may be reimbursable by the insurance carrier, if the code should be completed as a transaction for an insurance claim form
- Click the Save button
The sales tax adjustment code should be implemented:
- Click the word “Setup” and choose the “Payment Type” option from the drop-down box
- Select the “Sales Tax” adjustment type
- Ensure the adjustment code is setup:
- Type = Adjustment
- Sub Type = Collection
- Sign = +
- Class = Sales Tax