Configuring Taxes in Noterro

Taxes in Noterro can be configured at both the clinic and practitioner levels. This flexibility is designed to support various business structures while ensuring accurate and compliant invoices.

Clinic Level Taxes

Clinics can add taxes, such as state or provincial taxes, at the clinic level. When enabled, these taxes are applied to services and products that are marked as taxable.

• Taxes collected at the clinic level are the responsibility of the clinic to remit.
• This setup is commonly used when the clinic operates as a single billing entity and manages tax reporting centrally.

Practitioner Level Taxes

Practitioners can also configure their own taxes within their individual profiles. When a practitioner adds their tax information, including their tax number, that number is automatically used on invoices for any taxable services or products they provide.

• In this scenario, the clinic collects the tax at the time of payment, but the practitioner is responsible for remitting their portion based on their tax registration.
• This approach is often used in contractor-based or split-billing clinic models.

How Taxes Appear on Invoices

Noterro automatically applies the correct tax numbers based on the tax configuration. If a clinic tax is applied, the clinic’s tax number appears on the invoice. If a practitioner tax is applied, the practitioner’s tax number appears instead. This ensures that invoices accurately reflect the correct remittance responsibility, eliminating the need for manual adjustments.

Choosing the Right Tax Setup

Choosing the right tax setup helps keep billing clear and aligned with how your clinic and practitioners operate. It is essential for maintaining streamlined and compliant financial processes.