Is there a way to report Total Tax Collected?

Management and Administration
1

elandau1260 wrote on Thursday, May 14, 2015:

I was able to add tax to inventory by going to Administration > Lists > Tax Rates, and then going to each inventory items I wanted to apply tax to and checking that appropriate box. The tax nicely shows up in the patient Checkout.

How would I get list report of sales tax collected?

Thanks
-Ed

2

fsgl wrote on Friday, May 15, 2015:

Try Reports>Inventory.

3

elandau1260 wrote on Friday, May 22, 2015:

Thanks fsgl… but no. Looking at the reports just raises more questions… like why is my Report > Front Office Receipts blank :). But I cannot find any reports which show me the tax I collected. As a matter of fact, reports categorically ignore all taxes collected. Am I missing something?

Thanks
-Ed

4

fsgl wrote on Friday, May 22, 2015:

Reports/Front Rec is working in the Demo. Difficult to explain local situation.

Instead of Tax Rates, add tax to Lists/Payment Method.

Taxes must be recorded from Fees/Payments, then Reports/Financial/Front Rec will show the taxes collected.

To get a tally of total taxes will require customization; see this.

5

elandau1260 wrote on Friday, May 22, 2015:

Hummmm… Your suggestion of using List/Payment Method would mean that we’d have to calculate taxes ourselves… right? Also, we’d have to record two different transactions… one with a credit card as a payment method and one with a “Tax” as a payment method.

Adding the Taxes in List> Tax rates means tax is automatically calculated. 'would be so much easier if there were a way to get access to that data…

-Ed

6

fsgl wrote on Friday, May 22, 2015:

Life would be simpler if receipts is the grand total without any breakdown of payment types, but that is not the subject of the original post.

Most desktop calculators will do tax rates.

A tally of taxes collected using tax rates will require paid help.