State Tax

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.

Add the State Tax Profiles

  1. From Admin on the Left Side Menu, select the State Tax button.

  1. Select the Add button.
  2. Add a Description: No Tax is the Default and does not need to be added.
  • Examples: Bundle, Adjust, No Adjust
  1. Rate: Enter the Tax Percentage Rate.
  2. Self Pay: Select the checkbox for Self Pay Items.
  3. Charge Creation Options:
  • Include Sales Tax in Procedure Fee
  • If this option is selected, skip to step 10.
  • Create Single Separate Sales Tax Line.
  • Selecting this option, will open the fields below.
  1. CPT®: Select or enter the CPT for the Tax line. Ex: STTAX.
  2. Adjustment Code: Select an Adjustment Code to use for adjusting the State Tax.
  1. Adjust Tax When Posting Payments?: Select Yes or No.
  2. Select Save [F2].


Select the State Tax Profile on the Modify Insurance Screen

Libraries > Insurance > Edit

  • In the Settings Panel, select the applicable State Tax Profile.
  • Select Save [F2].



Bundled


Separate Tax Line Item


For Internal Use Only: STATETAX

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