The Sales Tax report can be used to find information on tax charged over a given time period. For more information regarding the use of sales tax in MacPractice, review our article on Tax Rate & Tax Type.

This documentation contains the following sections:

Filter Options

The report can be filtered based on the provider and office listed on the taxable charge and the date the charges were posted.

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Results Columns

After selecting your filters, click Apply to see your results.

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• Patient # & Patient Last, First: The first two columns display the patient ID number and name the taxable charge was posted under.

• Fee Tax: The Fee Tax column displays the tax charged on procedures that do not have a lab listed on the charge.

• Lab Tax: The Lab Tax column displays the tax charged on procedures associated to a lab.

• Total Tax: The Total Tax column lists all tax charged for that patient during the selected date range.

• Fee+ Tax: This column simply adds the Fees and the Fee Tax columns together.