Taxes are based on where services are provided. In other words, if services are provided at the clinic, then the clinic’s address will be used to determine the appropriate taxes. If services are provided remotely, then taxes will be calculated based on that location. Therefore, it is crucial that you have the accurate address for your clinic put in place (click here to learn how to add your address). For more information about working with appointments, please see Working with Appointments. For more information about setting your address, please see Uploading Practice Logo and Setting Up Practice Contact Information.
To set your default service location:
Click on "Settings"
Under the “Configuration” tab, scroll down to "Services Location”
Click on the edit icon
Set the applicable value in the field that appears
Click the save icon
Taxes are managed under Settings and are applied to the inventory categories of your choice. However, individual inventory items can be opted into (or out of) specific taxes. Clients can also be exempted from taxes by default.
For clinics that offer mobile services or both in-clinic and on-site services:
You want to make sure that when you are adding in your client's addresses that you are selected the verified address from the menu in DaySmart Vet in order for the taxes to calculate properly for the client's location.
You will also have the option to select the location of the service when checking in the appointments depending on where the services will be performed.
To add a new tax:
Click on "Settings"
Click on the "Configuration" tab and select “new tax”
Complete the form that appears, including by selecting the type of tax (i.e., city, county, state, or country), the specific tax jurisdiction, and the inventory categories that the tax should be applied to
Click "Save"
Check with your accountant or local jurisdiction tax assessor for applicable tax rates and to determine if you are required to charge sales tax for only specific types of goods and services (eg retail and food, but not exam services and prescriptions/pharmaceuticals). |
To opt an inventory item into or out of a specific tax:
Click on "Inventory”
Navigate to the applicable item
Click “taxes”
Click on the edit icon for the applicable tax
Change the value of the “action" column to "Applicable" or "Not Applicable"
Click the save icon
To exempt a client from taxes:
Navigate to the client's profile.
Click on "Edit Profile"
Navigate to the field "Exempt from" and select "Taxes" from the drop-down list
Click "Save + Done"
Calculating taxes paid by clinic into the cost for items:
You will have the option when adding in your receipts for purchases made for the clinic, to include shipping and taxes paid by the clinic:
There is also an option under the "Settings" module and the "Configurations" tab to include the shipping and taxes paid by the clinic into the cost of items purchased by clients:
To review sales taxes collected:
Click on the “Reports” module.
Click on the “Billing” tab.
Click on “Sales Tax Summary”