How do I enable and configure GST or VAT?
In your settings, navigate to 'Practice' and then 'Other'.
Tick 'Enable GST' (AU) or 'Enable VAT' (UK).
To configure your tax settings:
Go to 'Settings' > 'Sites'.
If you report everything under a single GST/ABN/VAT number, enter the GST/ABN/VAT number in the 'Tax' section.
If you are a multi-site, you can set a different number for each site here if preferred.
For AU only, if you report against a different GST/ABN number for each practitioner, you will need to turn on practitioner-level invoicing:
Go to 'Settings' > 'Sites', then open your site.
Go to 'Options' and tick 'Use Practitioner-Level Invoicing'.
Enter the GST/ABN number as needed.
Then go to 'Settings' > 'Users' > 'Practitioners'.
Edit the practitioner you want to assign a GST/ABN number to.
Enter the number in the field and click 'Save'.
Repeat for each practitioner as needed.
For accrual-based reporting, you can view tax details in the 'Invoices' report.
Set the date filters to the period you are claiming tax for.
The 'Total' column shows the sum of all sales.
The 'GST' or 'VAT' column shows the sum of GST or VAT from these sales.
💡 Top tip: Once you've turned GST/VAT on, you can specify a tax rate against treatments (from the treatment settings), and when editing invoices to add sundries/custom items, you can specify a tax.
When processing refunds you need to ensure that the credit note raised has the correct tax rates applied to the correct values.
From the account screen in the patient record, create a new invoice.
Add a line item for each tax rate that has a refund value.
In the item description, type the reason for the credit/lowering the charge.
In the 'Price' field, type the amount with a minus sign in front of it - so if it was a refund or credit of $34.00, type -$34.00.
Save the invoice. The patient's account will now be in credit.
Enter a credit payment for the amount of the credit note you have raised to record the refund and balance the account.