Easy Dental
Help

Setting tax and discount options

With the Accounts module, you can set up multiple tax and discount types that you can apply to individual patients or family accounts. You can determine the amount of the tax or discount according to current charges or a specific procedure date.

Before you can apply a tax or discount, you must create tax and discount types. To create tax and discount types, you must assign each tax type to a specific procedure code or adjustment type and each discount type to a specific adjustment type.

Note: You must assign discounts to a credit adjustment type to decrease an account balance by the appropriate amount.

To set tax and discount types

1.   In the Accounts toolbar, click Setup, and then click Set Tax/Discount Options.

The Tax/Discount Options dialog box appears.

 

2.   To set up a new tax or discount type, click New.

The New Tax/Discount dialog box appears.

 

3.   Do the following:

·        Description – Type a description for the new tax or discount option.

·        Post Using – Type the percentage of the selected charge or discount that you want to apply for the tax or discount.

·        Round to the nearest dollar – Select to round the tax/discount amount to the nearest whole dollar.

4.   To add a new tax option, select Procedure Code, and then click the search button.

The Procedure Codes dialog box appears.

5.   Select a category and the procedure code that you want, and then click OK twice.

6.   Click Close to exit the Tax/Discount Options dialog box.