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Set up Tax

Who does this: hospital administrator or accounts manager Where: Billing › Masters › Tax

A tax is one rate your hospital charges, such as GST 5% or GST 18%. Each tax you create here appears in Tax Configuration, where you decide which visits, services and medicines it applies to.

The Tax list with codes, names, tax percentage and status

Add a tax​

  1. Go to Billing › Masters › Tax.

  2. Click Add. The tax form opens. The empty tax form

  3. Fill in the fields:

    FieldWhat to enterRequired
    CodeFilled in automatically when you save.—
    NameA name that shows the rate, for example GST 12%. Up to 50 characters.Yes
    Parent TaxLeave empty for a normal tax. Pick a tax here only when this tax is one part of a larger tax.No
    PercentageThe rate as a whole number, for example 12.Yes
    StatusLeave on Active.—

  4. Click Save. You return to the list and the new tax appears in it.

Change or deactivate a tax​

  1. In the list, click the ⋮ button at the end of the row and choose Edit. The row menu with the Edit option
  2. Change the fields you need. To stop using the tax, switch Status to Inactive.
  3. Click Save.

Taxes cannot be deleted from this screen. Make a tax Inactive instead.

Good to know​

  • Tax names and codes must be unique.
  • Percentage takes whole numbers only.
  • Include the rate in the name (for example GST 18%). Staff see the name, not the percentage, in Tax Configuration.
  • A new tax is not charged anywhere until you switch it on in Tax Configuration.
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