Sales Tax Activation and Setup

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 screen. If there are Charge lines flagged as taxable, a CPT® line is added to the Charge representing the calculated tax amount. The tax calculation is based on the fee percentage that is added to the CPT Code, TAX, in the Procedure Code Library. 

Setup the Tax Procedure Code and Percentage

The tax calculation is based on the Fee percentage that is added to the CPT Code, TAX, in the Procedure Code Library.

  1. Libraries > Procedure Codes

  1. If a TAX Procedure Code does not exist, select the Add button.

  1. CPT: TAX
  2. Description: TAX
  3. Billable: Select Patient Only.
  4. Taxable: Select the checkbox.
  5. Fee: Enter the Tax percentage.
  • If the Tax is 6%, enter 6.00 in the Fee field on the CPT Code, TAX, which translates to 6 % when the System calculates the Tax.
  1. Select Save [F2].


Multiple Locations using Different Sales Tax Percentage

For databases that have clinics in multiple locations with different Sales Tax percentages, another percentage can be added on the Service Facility.

  • Adding the Tax Percentage on the Service Facility overrides the setting on the Procedure Code Percentage setting.
  • This rate will be applied to all taxable line items for the specific Facility.


Add the Tax Percentage Rate to the Facility

  1. Go to Libraries > Service Facilities button.

  1. Select the Facility ID.

  1. On the Modify Facility screen, enter the Tax Percentage for that specific location in the Tax Rate field.
  2. Select Save [F2].



Learn More

  1. Post Sales Tax

  2. System Setting for Sales Tax


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

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