The Taxes, Non-taxable Sales, and Discounts Report provides a summary of all taxes, non-taxable sales, and discounts on invoices closed during the selected reporting period. Note that the report uses the invoice closed date as the reference, which may differ from the patient’s check-out date in Instinct.
Voided line items on invoices are excluded from this report. Taxable sales are calculated as the sum of each line item after discounts, while discounted sales are the sum of each line item after discounts and exclude taxes.
Users must have the analytics_taxes_discount_report permission assigned to their role to access this report in Analytics.
Note: To learn more about accessing and scheduling this report, see our EMR Analytics Guide.
The Taxes, Non-taxable Sales, and Discounts Report consists of the following:
Report Info Tab
The Report Info tab serves as the cover page for the report. It includes the Hospital Name and Hospital Location, the reporting date/time range, the date the report was created, and the time zone for the report.
Glossary Tab
The Glossary tab provides definitions for column headings used throughout the report, helping ensure clarity and understanding of the data.
The note at the top of the Glossary explains that this report only includes invoices closed during the reporting period when calculating totals for taxes and discounts.
Terms Listed:
Tax Class Name: Name of the tax class. Non-taxable sales will be displayed at the bottom.
Discount Class Name: Name of the discount class.
Abbreviation: Abbreviation of the tax class name.
Rate: The rate at which sales are being taxed/discounted.
Pre-tax Sales: The total pre-tax sales amount.
Discounted Sales: The total post-discounted sales amount.
Total Tax Invoiced: Total amount of tax invoiced on sales.
Total Discount: Total amount discounted from sales.
Taxes and Non-taxable Sales Tab
The Taxes and Non-taxable Sales tab lists all tax classes, with Non-taxable Sales shown in the last row. For each tax class, the tab displays the tax rate, total pre-tax sales, and total tax invoiced. Note that pre-tax sales are calculated as the sum of taxable line items after any discounts have been applied.
Discounts Tab
The Discount tab lists all discount classes. For each discount class, the tab shows the discount rate, total discounted sales, and total discount amount. Note that discounted sales are calculated as the sum of line items after discounts but before any taxes are applied.
Pro Tip: Want a detailed list of invoice line items that were taxed or discounted? Use the Provider Summary and Details – Gross Invoicing Report, specifically the Provider Details tab. Both reports use the invoice closed date as the reference, so generating them with the same date/time range lets you filter the Provider Details tab by tax or discount classes to quickly pull a detailed list of all relevant invoice items.