To calculate and apply the sales tax:
- Post all the patient's completed procedures for the day
- On the Transaction Entry screen, select the “Payments/Adjustments” tab
- Choose the radial button for "Adjustment Types"
- Select the “Sales Tax” adjustment code
- The sales tax will be calculated in the “Amount” field for the day’s completed procedures
- Ensure the proper provider is associated to the adjustment transaction
- Click the Apply button
Please note, sales tax must be setup for the office, and the procedure code must be indicated as a taxable procedure code. Instructions on how to do so can be found here: Our state requires sales tax on selected products and procedures. How do we setup for sales tax? – Planet DDS