Sales Tax

Sales Tax

Before using Sales Tax, it must be activated and set up.

Post Sales Tax

  1. On the Post Charge screen, select Self Pay from the Insurance dropdown list.

  2. Select MISC from the Dx1 lookup.

  3. Enter or look up the CPT®

  4. Choose Billable Party. The CPT can be set up in the Procedure Code Library to default to Patient Only if CPT will never be sent to Insurance. It can be overridden on the Post Charge screen.

  5. If the System Setting for TAXABLECHGLN is set to Yes, the Tax field will be available, and if the CPT is set up correctly in the Procedure Codes Library for adding Taxes, Yes will default in the Tax field. This field can be overridden manually.

  6. Tab through the fields until the Charge appears in the window. The tax is not calculated until the charge is saved, therefore, you will not see the Tax line item on this screen before saving.

  7. To post the Payment at this time, click Post Copay. Make sure the Copay amount is zero and the Apply This Amount as Patient Payment field is completed. If not posting the Payment, skip to Step 8.

  8. Click Save [F2].

  9. Click Save & Continue on the Self Pay Validation Warning pop-up.


Tax is calculated using the percentage setup on the Tax CPT code and is added when the charge is saved. 

Encounter Dashboard View

Modify Charge View after saving


Learn More

  1. Multiple Locations using Sales Tax

  2. Sales Tax Activation

  3. Setup Tax Procedure Code


CPT® copyright 2019 American Medical Association. All rights reserved.

    • Related Articles

    • Sales Tax Activation and Setup

      Sales Tax can be added to individual Charge Lines on the Charge Entry screen. Activate the Sales Tax Option Admin > System Settings > Charges > TAXABLECHGLN If YES is chosen for the System Setting, a Yes/No Tax field is added to the Charge Entry ...
    • State Tax

      State Tax can be set up to be added to the Insurance screen. Contact Support or your Implementation Manager to activate this feature. State Tax is only billed to the Primary Insurance. State Tax is calculated from the Charged Amount, not the Allowed ...
    • Sales and State Taxes (Table of Contents)

      Contents Sales Tax State Tax
    • Administration Articles

      Administrator's Setup Workflow Billing Resources CARC Management & Denial Analysis Change Log Charge Management Rules Custom Fields Custom Queries Duplicate Patients and Insurances ERA Management Rules Job Scheduler Mandatory Fields Mass Write Off ...
    • Eye Clinics with ASC

      Eye Clinics with ASC If an Eye Clinic has a an Ambulatory Surgery Center (ASC) and an Optical Shop in the same System, and both have their own Tax ID, follow this setup. For Professional Claims Only Add the ASC to the Billing/Pay To Library with Tax ...