The Taxes section is the where Tax Classes and associated Tax Rates can be created and managed. Active items in this section can be applied to appropriate products to automatically calculate tax for that product on the client invoice. To learn more about how Taxes are used in Instinct EMR, click here.
Any user with the “admin_taxes” permission can manage Taxes in Admin.
Adding New Taxes
New Tax Classes can be created by clicking on the “+New Tax Class” button at the top of the Taxes Admin page.
Enter a Name for the Tax Class, the Rate, and Application Date, and then click “Save”.
📝 Please note:
The Rate field accepts numerical values up to 3 decimal places and must be greater than 0.
The Application Date determines when the rate will be applied to invoice line items and defaults to the current date and time. A past or future date can also be selected.
Editing Taxes
To Edit or Delete a Tax Class, simply click the 3-dot menu followed by Edit or Delete.
When editing the Tax Class Form will display any Previous Tax Rates with the date of application. Editing a Tax Rate will change the Tax Rate on current and future invoices based on the Application Date. Past invoices for Checked-Out patients will never be affected by revisions.
🚨 Important: Re-opening a visit will not adjust the line items to a new Tax Rate. If a previous invoice needs Tax Rates adjusted, please contact us at [email protected].
Deleting a Tax Class automatically removes the Tax Rate from any products that the Tax Class is associated with. Line items of these products on current or future invoices will no longer be taxed. Deleting a Tax Class does not affect past invoices, the line items will still show the previous Tax Rate.
Assigning Tax Class
Product(s) are assigned Tax Classes in the Product Admin section on the Product Form (more than one tag may be assigned):
💡 ProTip: Need to add or remove a Tax Class to multiple Products? Simply select the check boxes to the left of the Products, click on “Edit” at the top of the screen, then use the Bulk Edit tool to “+ Add” or “- Remove” Tax Classes.
