You will need to set up your clinic tax and the clinic’s % rate.
What is the difference between Clinic Taxes and Practitioner Taxes?
Clinic Taxes are used if the taxes collected from the patient/client are claimed under the Clinic's tax number. Practitioner Taxes are used if taxes are collected under the Practitioner's tax number.
Below are the 2 most common scenarios.
Scenario 1: The clinic collects all taxes under its tax number.
This is the simplest scenario since Practitioner Taxes are not required. Simply create your Clinic Taxes, and use them accordingly.
Scenario 2: Both the Clinic and Practitioner collect tax under their tax numbers. In this scenario, you would first need to log in as an admin to create the Clinic Taxes.
Next, each practitioner can log in, enable the taxes they collect, and enter their Tax Number. Once this is complete, both the Clinic Tax and Practitioner Tax will be available to select on invoice items.
A visual example:
Below is a diagram where there is 1 Clinic Tax (HST), with a tax number of #1111111111, and 2 Practitioner Taxes which extend from the Clinic Tax. This will allow the option of selecting a tax for either the Clinic (#11111111), Jane Doe (#22222222), or Bob Smith (#3333333).
Managing Clinic Taxes
Manage the Taxes available at your clinic by following these steps:
- Log in as Admin
- Click the Gear icon (top right header)
- Click Billing
- Scroll to the Tax Section
- Click Add New Tax
When a Clinic Tax is enabled, it will become available on Invoice Items.
Managing Practitioner Taxes
If practitioners at your clinic bill under their tax number, they can enable Taxes within their account. Once the Admin has created Clinic Taxes, practitioners can enable these taxes. This would be in the scenario where the practitioner charges a tax under their tax number, rather than the clinic's tax number.
- Ensure the Admin has created a Clinic Tax
- Log in as a Practitioner
- Click the Gear icon (top right header)
- Click on Profile
- Scroll to the Practitioner Tax Section
When a practitioner has a Tax enabled, it will become available on Invoice Items.
Comments
6 comments
is there a way to keep the tax setting on without having to use the pull down menu everytime you are creating an invoice?
In a few days, we will release an update which will auto-select the tax. Thanks for your patience!
has this happened yet? Not sure how to st my default rate
Mark,
You don't need to set a default, the system should auto select it for you.
Thanks
Your SOAP Vault Team
What if all practitioners acting out of a common office submit their own tax and there is no clinic tax number, how can we set up our tax numbers?
The clinic (as an example) could set up the HST using one of the practitioner numbers. Each practitioner is required to use their own number when they select HST.
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