Report - Sales Tax

Location: Back Office | Reports/Analysis, Financial tab

This report combines the information previously found on the Taxable and Non-Taxable Sales Tax and Sales Tax by Date Reports. The tax is reported by line item and should balance with the Charges, Payments, and Adjustments report for the same time period.

Initial Data Set

any procedure, product, OR, anesthesia, assistant, or recovery on an invoice where the

• invoice IS locked AND
• invoice is NOT deleted AND
• patient is NOT deleted AND
• payment is NOT deleted
• payment date IS in date range

Filters (Select before Generate)

• Payment Date Range
• Provider.from Patients | Registration/Billing, Invoices tab - Add Procedure/Product
• Facility. from Patients | Registration/Billing, Invoices tab - Add Procedure/Product

Report Fields

• Payment Date
• Date of Service
• Patient Name
• Provider
• Service Facility
• Procedure / Product Name
• Payment Amount
• Sales Tax 1
• Sales Tax 2
• Non-Taxable Amount. same as payment Amount if both Sales Tax 1 = 0 AND Sales Tax 2 = 0
• Taxable Amount. Payment Amount - Sales Tax 1 - Sales Tax2) if Sales Tax 1 <> 0 OR Sales Tax 2 <> 0