Managing Practitioner & Clinic Taxes

As an administrator of Noterro, you have the responsibility of managing clinic taxes to ensure accurate and efficient tax calculations for your clinic. Noterro provides you with the necessary tools to add, edit, and delete clinic taxes.

Set Up Your Clinic Tax

Establish your clinic tax structure and its percentage rate for accurate billing.

Understanding Clinic Taxes vs. Practitioner Taxes

Distinguish between using Clinic Taxes and Practitioner Taxes based on tax number utilization:

• Clinic Taxes: Applied when taxes are collected under the Clinic's tax number.
• Practitioner Taxes: Applied when taxes are collected under the Practitioner’s tax number.

Common Scenarios

• Scenario 1: The clinic collects all taxes under its tax number. Simply create your Clinic Taxes and apply them appropriately.
• Scenario 2: Both the Clinic and Practitioner collect tax under their tax numbers. First, log in as Admin to create Clinic Taxes. Practitioners can then log in, enable the taxes they collect, and enter their Tax Number. Clinic Tax and Practitioner Tax options will then be available on invoice items.

Visual Example

For instance, if there is one Clinic Tax (HST) with tax number #1111111111, and two Practitioner Taxes extending from the Clinic Tax, the invoice can display tax options for the Clinic (#11111111), Jane Doe (#22222222), or Bob Smith (#3333333).

Adding Clinic Taxes

Follow these steps to add a new clinic tax:

1. Log in as the Admin.
2. Click the Gear icon (top right header).
3. Click Billing.
4. Scroll to the Taxes section.
5. Click Add New.
6. Enter the necessary information, such as the tax name and rate.
7. Click Save to add the clinic tax.

Editing Clinic Taxes

To edit a clinic tax, follow these steps:

1. Log in as the Admin.
2. Click the Gear icon (top right header).
3. Click Billing.
4. Scroll to the Taxes section.
5. Locate the clinic tax you want to edit and click on its Name.
6. Update the necessary details, such as the tax name or rate.
7. Click Save to save the changes.

Deleting Clinic Taxes

Deleting a clinic tax should be done with caution, as it is permanent:

1. Log in as the Admin.
2. Click the Gear icon (top right header).
3. Click Billing.
4. Scroll to the Tax section.
5. Locate the clinic tax to delete and use the Three Dot drop-down menu.
6. Click Delete.
7. Confirm by clicking Yes Delete.

Important: Deleting a clinic tax permanently removes it. Only delete if it's unused on invoices. Consider disabling instead. Communicate changes to your team to avoid disruptions.

Disabling Clinic Taxes

Disable a Clinic Tax to prevent its selection on invoice items:

1. Log in as the Admin.
2. Click the Gear icon (top right header).
3. Click Billing.
4. Scroll to the Tax section.
5. Locate the clinic tax to disable and use the Three Dot drop-down menu.
6. Click Disable.

Enabling Clinic Taxes

Enable disabled clinic taxes for selection on invoice items:

1. Log in as the Admin.
2. Click the Gear icon (top right header).
3. Click Billing.
4. Scroll to the Tax section.
5. Locate the clinic tax to enable and use the Three Dot drop-down menu.
6. Click Enable.

Practitioner Taxes

If practitioners collect taxes under their tax numbers, they can enable them in their account:

1. Ensure the Admin has created a Clinic Tax.
2. Log in as a Practitioner.
3. Click the Gear icon (top right header).
4. Click Profile.
5. Scroll to the Practitioner Tax section.
6. Click Add Tax Number.
7. Check the box I want to use my own tax number.
8. Enter the Practitioner’s tax number.
9. Click Save.

Important: When a Practitioner Tax is enabled, it will be available on Invoice Items. The Practitioner’s tax number will apply if they are the service provider on the invoice. Otherwise, the clinic's tax number is used.

Effectively managing clinic taxes in Noterro ensures compliance with tax regulations and accurate tax calculations. Contact our support team for further assistance.