18.15. Taxable Sales

*THE BIG WHAT
After setting up the taxable items for your clinic and recording payments for those items, you can run a Financial Export to provide the total sales tax collected.

This section discusses the report for sales tax. To learn how to set up tax, go to the manual section for Settings HERE.

Reporting Sales Tax

Go to Accounting > Financial Export

Your report will need to be run by the Payment Date.

Use the date picker to export a report of all payments received during the time frame. This could be monthly, quarterly, or annually.

Run the Export

From the Excel spreadsheet’s Financial Export by Payment look at the first spreadsheet page for the “Tax” column. The amount at the bottom of this column is what you owe. We’ve already summed it up for you.

Finanial Export totals the amount owed for sales tax

The detail for this tax report is contained in the subsequent spreadsheet page for “Services” in the same report.

Read about tax exemptions in the next section.