Configuring tax
To turn on tax go to Settings > Practice > Other and tick the enable GST' box.
Site-level GST configuration
If you report everything under a single GST/ABN number you can set your GST/ABN number by going to Settings > Sites
select the site you wish set the GST/ABN number for
Go to options and enter the GST/ABN number in the field
Practitioner level GST configuration
If you report against a different GST/ABN number for each practitioner you will need to turn on 'Practitioner level invoicing'
going to Settings > Sites
select the site you wish to set the GST/ABN number for
Go to options and tick 'Use Practitioner-Level Invoicing'
Enter the GST/ABN number that you charge sundry and miscellaneous items under on this page
To set the GST/ABN number for practitioners go to Settings > Users > Practitioners
Select the practitioner you want to assign a GST/ABN number to
Enter the number in the field on this screen and select 'Save'
Repeat for each practitioner
Tax reporting
Dentally reports provide you with the tax details required to submit your claim each period.
Accrual-based
Available through the 'Invoices' report
Set the date filters to the period you are claiming tax for
Total sales = the sum at the bottom of the 'Total' column
GST = the sum at the bottom of the 'GST' column
Processing refunds when tax is on
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 tab, 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 you 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