Accounting/Financial Report - Sales Tax

The Sales Tax report can be used to find information on tax charged over a given time period.

This documentation contains the following sections:

The report can be filtered based on the provider and office listed on the taxable charge and the date the charges were posted.

After selecting your filters, click Apply to see your results.


  • Patient # & Patient Last, First: The first two columns display the patient ID number and name the taxable charge was posted under.
  • Fee Tax: The Fee Tax column displays the tax charged on procedures that do not have a lab listed on the charge.
  • Lab Tax: The Lab Tax column displays the tax charged on procedures associated to a lab.
  • Total Tax: The Total Tax column lists all tax charged for that patient during the selected date range.
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