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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:

Filters
The report can be filtered based on the provider and office listed on the taxable charge and the date the charges were posted.
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Results
After selecting your filters, click Apply to see your results.

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  • 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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